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ADVENTHEALTH UNIVERSITY INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ADVENTHEALTH UNIVERSITY INC (EIN 59-3069793)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-02-09
IRS object ID
202310409349301126
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-02-09T14:19:04-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593069793EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AdventHealth University IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADVEBusinessNameControlTxt
Phone4073039798PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1671 Winyah DriveAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLynn C AddiscottPersonNm
Person TitleAssistant SecretaryPersonTitleTxt
Phone4073572317PhoneNum
Signature2023-01-17SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLynnPersonFirstNm
Person LastAddiscottPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEdwin Hernandez PhDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1671 Winyah DriveAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32803ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$41,988,749GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption1071GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ahu.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionThe provision of Allied Health and nursing education through the operation of a school.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,016,044PYContributionsGrantsAmt
CY Contributions Grants$9,645,476CYContributionsGrantsAmt
PY Program Service Revenue$31,609,771PYProgramServiceRevenueAmt
CY Program Service Revenue$31,429,283CYProgramServiceRevenueAmt
PY Investment Income$206,180PYInvestmentIncomeAmt
CY Investment Income$913,990CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$38,831,995PYTotalRevenueAmt
CY Total Revenue$41,988,749CYTotalRevenueAmt
PY Grants And Similar Paid$1,409,309PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,819,173CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$32,554,592PYOtherExpensesAmt
CY Other Expenses$34,853,833CYOtherExpensesAmt
PY Total Expenses$33,963,901PYTotalExpensesAmt
CY Total Expenses$37,673,006CYTotalExpensesAmt
PY Revenues Less Expenses$4,868,094PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,315,743CYRevenuesLessExpensesAmt
Total Assets BOY$26,283,457TotalAssetsBOYAmt
Total Assets EOY$48,086,659TotalAssetsEOYAmt
Total Liabilities BOY$5,287,406TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,025,183TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,996,051NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$26,061,476NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAdventHealth University, Inc., a Seventh-day Adventist institution, specializes in the education of professionals in healthcare. Service-oriented and guided by the values of nurture, excellence, spirituality, and stewardship, the University seeks to develop leaders who will practice healthcare as a ministry.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$34,500,666ExpenseAmt
Grant$2,819,173GrantAmt
Revenue$31,429,283RevenueAmt
DescEnrolled 1,667 degree seeking students in Allied Health & Nursing programs.Desc
Total Program Service Expenses$34,500,666TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ruben MartinezBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4073031635PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1671 Winyah DriveAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32803ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Shaw Terry
Member (Beg 04/21)0.3050.00Yes (X)$0$4,519,033$209,656
Haffner PhD Randall
Chairman/Member (Beg 04/21)0.7050.00Yes (X)$0$3,620,109$209,173
Tol Daryl
Chairman/Member (End 01/21)0.000.00Yes (X)$0$2,712,537$8,693
Schultz Michael
Member (End 12/21)0.4050.00Yes (X)$0$2,027,516$53,792
Goodman Todd
Member0.4050.00Yes (X)$0$1,698,001$183,060
Bacon Kenneth
Member (Beg 04/21)0.3050.00Yes (X)$0$1,078,033$201,962
Azevedo Olesea
Member0.9050.00Yes (X)$0$1,029,662$154,271
Kuhlman MD Jeffrey
Member0.4050.00Yes (X)$0$781,885$111,347
Hernandez PhD Edwin
Sec/President/Member50.000.00Yes (X)$0$392,088$75,838Yes (X)
Clem MD Kathleen
Member0.400.00Yes (X)$0$439,703$24,896
Saliba Slimen
Member (Beg 07/21)0.2040.00Yes (X)$0$204,675$34,525
Martinez Ruben
CFO50.000.00$0$155,793$40,762Yes (X)
Smith DMin PhD Ron
Vice Chair/Member0.404.00Yes (X)$0$8,222$0
Werner Thomas
Member (End 10/21)0.304.00Yes (X)$0$6,309$0
Machado Allan
Member0.403.00Yes (X)$0$5,422$0
Andrews PhD Diane
Member0.500.00Yes (X)$0$0$0
Diaz Arelis
Member (Beg 07/21)0.200.00Yes (X)$0$0$0
Dixon Daryl
Member0.400.00Yes (X)$0$0$0
Hubbell Gerald
Member0.400.00Yes (X)$0$0$0
Jimenez David
Member0.400.20Yes (X)$0$0$0
Miles Rachel
Member (Beg 04/21)0.300.00Yes (X)$0$0$0
Stewartson Shannon
Member0.400.00Yes (X)$0$0$0
Ward Rhonda
Member (End 12/21)0.400.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$18,678,988TotReportableCompRltdOrgAmt
Total Other Compensation$1,307,975TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CMG Orlando
4192 N John Young ParkwayOrlandoFL32804Marketing Services$374,420
Husch Blackwell LLP
4801 Main Street Suite 1000Kansas CityMO64112Legal Services$142,145
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Related Organizations$5,704,739RelatedOrganizationsAmt
Government Grants$3,760,684GovernmentGrantsAmt
All Other Contributions$180,053AllOtherContributionsAmt
Total Contributions$9,645,476TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition & Fees611310$29,209,203$29,209,203
Auxiliary Services611310$1,495,832$1,495,832
Satisfaction of Program Restricti611310$310,645$310,645
Cafeteria611310$22,901$22,901

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$390,702TotalRevenueColumnAmt
Related Or Exempt Func Income$390,702RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$31,429,283TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$515,256TotalRevenueColumnAmt
Exclusion$515,256ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$398,734SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$398,734SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$398,734TotalRevenueColumnAmt
Exclusion$398,734ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,988,749TotalRevenueColumnAmt
Related Or Exempt Func Income$31,429,283RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$913,990ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,819,173TotalAmt
Program Services$2,819,173ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$147,424TotalAmt
Management And General$147,424ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$52,500TotalAmt
Management And General$52,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$31,227TotalAmt
Management And General$31,227ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$727,679TotalAmt
Program Services$726,024ProgramServicesAmt
Management And General$1,655ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$562,714TotalAmt
Management And General$562,714ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,036,144TotalAmt
Program Services$917,218ProgramServicesAmt
Management And General$1,118,926ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$4,588TotalAmt
Program Services$4,588ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,529,897TotalAmt
Program Services$3,529,897ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$126,524TotalAmt
Management And General$126,524ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$283,964TotalAmt
Management And General$283,964ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$70,075TotalAmt
Program Services$70,075ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,485TotalAmt
Management And General$16,485ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Reimbursed S&W$25,600,627$25,172,183$428,444
Repairs & Maintenance$655,265$655,265
Bad Debt$251,938$251,938
Dues & Memberships$234,237$234,237

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$522,545TotalAmt
Program Services$354,305ProgramServicesAmt
Management And General$168,240ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$37,673,006TotalAmt
Program Services$34,500,666ProgramServicesAmt
Management And General$3,172,340ManagementAndGeneralAmt
Fundraising$0FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,817BOYAmt
EOY$3,121EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,790,193BOYAmt
EOY$14,942,599EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,107,934BOYAmt
EOY$3,119,590EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$12,258BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$725,778BOYAmt
EOY$738,340EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,796,371LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,406,083LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$373,662BOYAmt
EOY$390,288EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,270,815BOYAmt
EOY$28,892,721EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,283,457BOYAmt
EOY$48,086,659EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$957,328BOYAmt
EOY$320,025EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,330,078BOYAmt
EOY$21,705,158EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,287,406BOYAmt
EOY$22,025,183EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,077,456BOYAmt
EOY$18,677,734EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,918,595BOYAmt
EOY$7,383,742EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,996,051BOYAmt
EOY$26,061,476EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,283,457BOYAmt
EOY$48,086,659EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,315,743ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$284,535NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$465,147OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,741,777BeginningYearBalanceAmt
Contributions$403,759ContributionsAmt
Investment Earnings Or Losses$445,969InvestmentEarningsOrLossesAmt
Other Expenditures$310,645OtherExpendituresAmt
End Year Balance$7,280,860EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,412,516BeginningYearBalanceAmt
Contributions$349,805ContributionsAmt
Investment Earnings Or Losses$422,586InvestmentEarningsOrLossesAmt
Other Expenditures$443,130OtherExpendituresAmt
End Year Balance$6,741,777EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,252,008BeginningYearBalanceAmt
Contributions$148,981ContributionsAmt
Investment Earnings Or Losses$394,437InvestmentEarningsOrLossesAmt
Other Expenditures$382,910OtherExpendituresAmt
End Year Balance$6,412,516EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,189,602BeginningYearBalanceAmt
Contributions$86,440ContributionsAmt
Investment Earnings Or Losses$190,926InvestmentEarningsOrLossesAmt
Other Expenditures$214,960OtherExpendituresAmt
End Year Balance$6,252,008EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,015,814BeginningYearBalanceAmt
Contributions$141,812ContributionsAmt
Investment Earnings Or Losses$369,525InvestmentEarningsOrLossesAmt
Other Expenditures$337,549OtherExpendituresAmt
End Year Balance$6,189,602EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.07114BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.92886PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,277OtherCostOrOtherBasisAmt
Depreciation$8,244DepreciationAmt
Book Value$15,033BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,773,094OtherCostOrOtherBasisAmt
Depreciation$1,397,839DepreciationAmt
Book Value$375,255BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$390,288TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Other Receivables$707,484
Right of Use Asset-Operating Lease$18,045,559
Interest in Net Assets of Recipient Org$10,139,678
FieldValueIRS element (for citing)
Total Book Value Other Assets$28,892,721TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Due to Related$2,633,744
Accrued Interest Payable$21,075
Operating Lease Liability$18,109,863
Other Liabilities$940,476
FieldValueIRS element (for citing)
Total Liability$21,705,158TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$41,556,330TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$284,535NetUnrealizedGainsInvstAmt
Other Revenue-$685,727OtherRevenueAmt
Revenue Not Reported-$401,192RevenueNotReportedAmt
Revenue Subtotal$41,957,522RevenueSubtotalAmt
Investment Expenses Not Incld$31,227InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$31,227RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$41,988,749TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$36,956,052TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$36,956,052ExpensesSubtotalAmt
Investment Expenses Not Incld2$31,227InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$685,727OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$716,954ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$37,673,006TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:AdventHealth University, Inc. has approximately 50 individual endowment funds established primarily to fund programs, meet operational needs, and award scholarships intended to be used by students attending AdventHealth University, Inc. The endowment funds are currently held and administered by SunSystem Development Corp. d/b/a AdventHealth Foundation Central Florida, a Florida related tax-exempt organization that is also exempt under IRC Section 501(c)(3).
Part X, Line 2:The filing organization's separate audited financial statements contain the following FIN 48 (ASC 740) footnote. The University is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of state law. However, the University is subject to federal income tax on any unrelated business taxable income.
Part XI, Line 2d - Other Adjustments:Reclass Grants Expense -685,727.
Part XII, Line 4b - Other Adjustments:Reclass Grant Expense 685,727.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3The policy is contained in the University Academic Catalog.
Schedule E, Part I, Line 6Students at the University may qualify under Title IV for access to federal aid (Pell Grants, FSEOG Grants and Federal Direct Student Loans). The University has an administrative role in the qualifying, requesting and disbursement of such funds to students. The University receives a small administrative allowance from the Department of Education for its management of this program. On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law . The CARES Act created a Higher Education Emergency Relief Fund specifically for emergency aid grants to students for expenses related to the disruption of campus operations due to COVID-19 and also direct aid to institutions to cover costs associated with the significant changes to the delivery of instruction due to COVID-19. In 2021, the University was awarded a student share and an institutional share that totaled $5,676,351 under this program.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Health Resources and Services Administration Scholarships19$30,139
AdventHealth University Grant63$53,304
Education Sub Scholarships50$210,374
Endowed Scholarships252$279,091
AdventHealth University Scholarships97$69,638
Worthy Student Scholarships41$43,181
Grants to students for expenses related to the disruption of campus operations due to COVID-191699$2,351,474

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationWith respect to scholarships, interested students complete an application which is reviewed by the scholarship committee to determine if they meet established criteria. Funds are then awarded to the applicants who best meet the criteria. The amount of money available will determine how many scholarships are awarded. A portion of these scholarships are awarded to students based on financial need and nationality. Students who are awarded scholarships are monitored with respect to their scholastic achievement as students must maintain certain grades to retain their scholarships.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Shaw Terry
Member (Beg 04/21)$0$1,947,829$0$1,666,593$0$904,611$0$146,048$0$63,608$0$4,728,689$0$365,304
Haffner PhD Randall
Chairman/Member (Beg 04/21)$0$1,446,809$0$989,082$0$1,184,218$0$165,548$0$43,625$0$3,829,282$0$243,228
Tol Daryl
Chairman/Member (End 01/21)$0$128,869$0$922,947$0$1,660,721$0$0$0$8,693$0$2,721,230$0$354,679
Schultz Michael
Member (End 12/21)$0$1,014,788$0$702,374$0$310,354$0$15,548$0$38,244$0$2,081,308$0$0
Goodman Todd
Member$0$719,496$0$353,016$0$625,489$0$128,293$0$54,767$0$1,881,061$0$94,417
Bacon Kenneth
Member (Beg 04/21)$0$840,732$0$8,687$0$228,614$0$169,010$0$32,952$0$1,279,995$0$0
Azevedo Olesea
Member$0$619,840$0$277,151$0$132,671$0$109,256$0$45,015$0$1,183,933$0$85,508
Kuhlman MD Jeffrey
Member$0$553,385$0$93,179$0$135,321$0$101,298$0$10,049$0$893,232$0$71,383
Hernandez PhD Edwin
Sec/President/Member$0$285,101$0$60,630$0$46,357$0$39,686$0$36,152$0$467,926$0$2,385
Clem MD Kathleen
Member$0$0$0$0$0$439,703$0$0$0$24,896$0$464,599$0$0
Saliba Slimen
Member (Beg 07/21)$0$165,018$0$20,620$0$19,037$0$9,537$0$24,988$0$239,200$0$0
Martinez Ruben
CFO$0$147,159$0$0$0$8,634$0$7,485$0$33,277$0$196,555$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aThe filing organization is a part of the system of healthcare organizations known as AdventHealth. The President is compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of 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 the President of the filing organization. Tax Indemnification and gross-up payments: AdventHealth has a system-wide policy addressing gross-up payments provided in connection with employer-provided benefits/other taxable items. Under the policy, certain taxable business-related reimbursements (i.e. taxable business-related moving expenses, taxable items provided in connection with employment) 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.
Part I, Line 3The individual who serves as the President of the filing organization is compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) for that individual's role in serving as the President of the filing organization. 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 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 of the community, 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-bLine 4a: During the year ending December 31, 2021, Daryl Tol and Kathleen Clem received severance payments in the amount of $1,169,453 and $431,023, respectively. 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. Line 4b: As discussed in Line 1a above, the President of the filing organization is compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of a healthcare system now known as AdventHealth. In recognition of the contribution that each executive makes to the success of AdventHealth, AdventHealth provides supplemental executive benefit plans to eligible executives. In 2020, AdventHealth restructured its executive supplemental retirement and benefit plans to reduce complexity, to increase predictability of benefits and to consolidate multiple supplemental executive benefit plans into one plan. Effective 1/1/2020, a new supplemental executive retirement plan (SERP III) was adopted and the three existing plans, described below, were amended and restated. The newly adopted SERP III plan, as well as the amended and restated plans, were reviewed and approved by the AHSSHC Board Compensation Committee, an independent body of the AHSSHC Board of Directors. SERP III Plan (Effective 1/1/2020): To recognize the contribution each executive makes to the success of AdventHealth and to recognize the limitations available to executives in qualified retirement plans due to compensation limits set on such plans, AdventHealth adopted a new supplemental executive retirement plan (SERP III) in 2020. 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. 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 $290,000 in 2021 (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 (Amended and Restated in 2020): In 2020, the SERP II plan was amended and restated to provide that 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. 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. 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 (Amended and Restated in 2020): In 2020, the Flex Plan was amended and restated 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. Additionally, a provision was added to place a maximum limit on the amount of a participant's annual Flex allowance to not be greater than a maximum dollar amount or percentage of compensation as established by the AdventHealth Benefits Administration Committee. 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. 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 is 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.
Senior Executive Death Benefit Plan (SEDB) (Amended and Restated in 2020):The SEDB plan was originally designed to provide a benefit in an amount equal to the amount the executive's benefit would have been under the SERP II Plan assuming that, on the date of the executive's death (and not before), the executive satisfied the last of the eligibility requirements of the SERP II Plan with present value recognizing an early benefit commencement. In conjunction with the amendment and restatement of the SERP II Plan, the SEDB was similarly amended in 2020 to limit eligible employees to only those who either satisfy the eligibility requirements of SERP II as of January 1 2020, or remain in active employment and will satisfy those requirements prior to December 31, 2027. An eligible executive becomes a participant in the SEDB Plan if the executive dies prior to termination of employment, provided the executive has not satisfied all the eligibility requirements of SERP II as of the executive's date of death but would have satisfied all those requirements within five (5) years following death had the executive lived and continued employment. The SEDB Plan will terminate automatically after December 31, 2027. FLEX Plan FLEX Plan SERP II SERP III Contr. Distr.* Contr./Distr. Contr. Shaw, Terry $ 150,000 $ 396,866 $ 412,336 $ 0 Haffner, PhD, Randall $ 150,000 $ 304,926 $ 829,185 $ 0 Tol, Daryl $ 10,167 $ 477,704 $ 0 $ 0 Schultz, Michael $ 150,000 $ 130,500 $ 0 $ 0 Goodman, Todd $ 132,245 $ 116,878 $ 456,377 $ 0 Bacon, Kenneth $ 0 $ 0 $ 0 $ 153,462 Azevedo, Olesea $ 105,665 $ 96,735 $ 0 $ 7,544 Kuhlman, MD, Jeffrey $ 105,250 $ 91,033 $ 0 $ 0 Hernandez, PhD, Edwin $ 29,489 $ 2,398 $ 0 $ 14,149 * Including Investment Earnings

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 1a:The parent corporation and sole top-tier member of AdventHealth University, Inc. (the filing organization) is Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is a Florida, not-for-profit corporation that is exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). AHSSHC has established a shared service center to centralize the Accounts Payable (A/P) function for all AHSSHC subsidiary organizations. The filing organization has entered "0" in Part V, Line 1a because the filing organization no longer issues Form 1099 returns, rather, all such returns are filed by and under the name and EIN of AHSSHC as the payor subject to the information reporting requirements of Section 6041. The facts and circumstances support a position that AHSSHC, as a payor on behalf of its subsidiary organizations in a shared service environment, will have sufficient management and oversight in connection with the subsidiary organizations' payments to meet the standard set forth in Treas. Reg. Section 1.6041-1(e). AHSSHC will not merely be making payments at the direction of its subsidiary organizations. Accordingly, AHSSHC is considered the payor subject to the information reporting requirements of Section 6041.
Form 990, Part VI, Section A, line 6The membership of AdventHealth University, Inc. (the filing organization) is comprised and made up of those individuals appointed to the Board of Directors of Adventist Health System/Sunbelt, Inc. d/b/a AdventHealth Orlando (AHSSI). An individual appointed to the Board of Directors of AdventHealth Orlando (AHO) shall become a member of this Corporation by virtue of said appointment, provided, however, the effective date of said individual's membership appointment shall take effect ninety-five (95) days following his/her appointment to the Board of Directors of AHO unless an earlier date is designated by the Chair of the Board of Directors of AHO. AHSSI is a Florida, not-for-profit corporation that is exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). There are no other classes of membership in the filing organization.
Form 990, Part VI, Section A, line 7aThe Board of Trustees of the filing organization are elected by AdventHealth University, Inc. Trustees are subject to ratification by the Membership.
Form 990, Part VI, Section A, line 7bOnly members can amend, adopt, or repeal the Articles of Incorporation or Bylaws and only members can ratify the election of the Board of Trustees of the filing organization.
Form 990, Part VI, Section B, line 11bThe filing organization's current year Form 990 was reviewed by the President and by the CFO prior to its filing with the IRS. The review conducted by the President and the CFO did not include the review of any supporting workpapers that were used in preparation of the current year Form 990, but did include a review of the entire Form 990 and all supporting schedules.
Form 990, Part VI, Section B, line 12cThe Conflict of Interest Policy of the filing organization applies to members of its Board of Trustees and its principal officers (to be known as Interested Persons). In connection with any actual or possible conflicts of interest, any member of the Board of Trustees of the filing organization or any principal officer of the filing organization (i.e. Interested Persons) must disclose the existence of any financial interest with the filing organization and must be given the opportunity to disclose all material facts concerning the financial interest/arrangement to the Board of Trustees of the filing organization or to any members of a committee with board delegated powers that is considering the proposed transaction or arrangement. Subsequent to any disclosure of any financial interest/arrangement and all material facts, and after any discussion with the relevant Board member or principal officer, the remaining members of the Board of Trustees or committee with board delegated powers shall discuss, analyze, and vote upon the potential financial interest/arrangement to determine if a conflict of interest exists. According to the filing organization's Conflict of Interest Policy, an Interested Person may make a presentation to the Board of Trustees (or committee with board delegated powers), but after such presentation, shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that results in a conflict of interest. Each Interested Person, as defined under the filing organization's Conflict of Interest Policy, shall annually sign a statement which affirms that such person has received a copy of the Conflict of Interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the filing organization is a charitable organization that must primarily engage in activities which accomplish one or more of its exempt purposes. The filing organization's Conflict of Interest Policy also requires that periodic reviews shall be conducted to ensure that the filing organization operates in a manner consistent with its charitable purposes.
Form 990, Part VI, Section B, line 15The filing organization's President is not compensated by the filing organization. Such individual is compensated by the related top-tier parent organization of the filing organization. Please see the discussion concerning the process followed by the related top-tier parent organization in determining executive compensation in our response to Schedule J, Line 3.
Form 990, Part VI, Section C, line 19The filing organization is a part of the system of healthcare organizations known as AdventHealth. The audited consolidated financial statements of AdventHealth and of the AdventHealth "Obligated Group" are filed annually with the Municipal Securities Rulemaking Board (MSRB). The "Obligated Group" is a group of AHSSHC subsidiaries that are jointly and severally liable under a Master Trust Indenture that secures debt primarily issued on a tax-exempt basis. Unaudited quarterly financial statements prepared in accordance with Generally Accepted Accounting Principles (GAAP) are also filed with MSRB for AdventHealth on a consolidated basis and for the grouping of AdventHealth subsidiaries comprising the "Obligated Group". The filing organization does not generally make its governing documents or conflict of interest policy available to the public.
Part VII, Section A:For those Board of Director members and officer(s) who devote less than full-time to the filing organization (based upon the average number of hours per week shown in column (B) on page 7 of the return) the compensation amounts shown in columns (E) and (F) on page 7 were provided in conjunction with that person's responsibilities and roles in serving in an executive leadership position as an employee of Adventist Health System Sunbelt Healthcare Corporation.
Form 990, Part VIII, Lines 7a, b and c:The amount shown in Part VIII, Line 7c(i) of the Form 990 represents an allocated share of capital gain/(loss) from a system wide, corporate administered, investment program.
Part X, Line 2:The amount shown on line 2 of Part X of this return include the filing organization's interest in a central investment pool maintained by Adventist Health System Sunbelt Healthcare Corporation, the filing organization's top-tier parent. The investments in the central investment pool are recorded at market value.
Form 990, Part XI, line 9:Interest on Funds Held at the Foundation 416,007. Restricted Contributions 359,785. Net Assets Released from Restriction -310,645.
Form 990, Part XII, Line 3b:For the year ended December 31, 2021, AdventHealth University, Inc. will file a Single Audit. Accordingly, the taxpayer has checked yes to the questions on Part XII, line 3a and 3b.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (102 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AdventHealth East Florida Inc (3521 - 123121)
900 Hope WayAltamonte SpringsFL32714882288563Future Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Family Medicine Rural Health Clinics Inc
187 PR 4060LampasasTX76550271858033Operation of Rural Health Clinics & Medical ServicesFL501(c)(3)Line 3Metroplex Adventist Hospital IncYes (1)
AdventHealth Kansas City Foundation fka AH Fdn Shawnee Mission
7315 E Frontage RoadMerriamKS66204480868859Fund-raising for Tax-exempt hospitalsKS501(c)(3)Line 7Shawnee Mission Medical Center IncYes (1)
AdventHealth Home Care East Florida LLC
770 West Granada Blvd 319Ormond BeachFL32174833768458InactiveFL501(c)(3)Line 10Memorial Hlth Systems IncYes (1)
AdventHealth Hospice Care East Florida Inc
770 West Granada Blvd 304Ormond BeachFL32174833748461InactiveFL501(c)(3)Line 10Memorial Hlth Systems IncYes (1)
AdventHealth North Polk Inc
3100 E Fletcher AveTampaFL33613593231322InactiveFL501(c)(3)Line 12a, IUniversity Community Hospital IncYes (1)
AdventHealth Polk North Inc
40100 US Highway 27 NDavenportFL33837841793121Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Polk South Inc
410 South 11th StreetLake WalesFL33853834672945Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Ransom Memorial Inc
1301 S Main StreetOttawaKS66067830976641Operation of Hospital & Related ServicesKS501(c)(3)Line 3Adventist Hlth Mid-America IncYes (1)
AdventHealth Riverview Inc (5321 - 123121)
14055 Riveredge Drive Ste 150TampaFL33637870901094Future Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Senior Care Inc
900 Hope WayAltamonte SpringsFL32714841817046Operation of Physician Practices & Medical ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth South Overland ParkInc
7820 W 165th StreetOverland ParkKS66223364595806Operation of Hospital & Related ServicesKS501(c)(3)Line 3Adventist Hlth Mid-America IncYes (1)
AdventHealth University Inc
671 Winyah DriveOrlandoFL32803593069793Education/Operation of SchoolFL501(c)(3)Line 2Adventist Hlth SystemSunbelt IncYes (1)
AdventHealth West Florida Ambulatory Services Inc
14055 Riveredge Drive Ste 250TampaFL33637471881744Support of Imaging Center & Home Health SubsidiariesFL501(c)(3)Line 12b, IIAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth West Florida Imaging Inc
14055 Riveredge Drive Ste 250TampaFL33637843225135Imaging & TestingFL501(c)(3)Line 3AdventHealth West Florida Ambulatory Services IncYes (1)
Adventist Bolingbrook Hospital
500 Remington BlvdBolingbrookIL60440651219504Operation of Hospital & Related ServicesIL501(c)(3)Line 3Adventist Midwest HealthYes (1)
Adventist Care Centers - Courtland Inc
730 Courtland StreetOrlandoFL32804205774723Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Adventist GlenOaks Hospital
701 Winthrop AvenueGlendale HeightsIL60139363208390Operation of Hospital & Related ServicesIL501(c)(3)Line 3Adventist Midwest HealthYes (1)
Adventist Health Mid-America Inc
9100 W 74th StreetShawnee MissionKS66204521347407Support of Affiliated HospitalKS501(c)(3)Line 12c, III-FIAdventist Hlth SystemSunbelt IncYes (1)
Adventist Health Partners Inc
5101 S Willow Springs Rd Suite B101La GrangeIL60525364138353Operation of Physician Practices & Medical ServicesIL501(c)(3)Line 3AHS Midwest Management IncYes (1)
Adventist Health System Georgia Inc
1035 Red Bud Road NECalhounGA30701581425000Operation of Hospital & Related ServicesGA501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Adventist Hlth System Sunbelt Hlthcare Corp
900 Hope WayAltamonte SpringsFL32714592170012Management ServicesFL501(c)(3)Line 12a, I0N/A
Adventist Hlth SystemSunbelt Inc
900 Hope WayAltamonte SpringsFL32714591479658Operation of Hospitals & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Adventist Hlth SystemTexas Inc
11801 S FreewayBurlesonTX76028742578952Leasing Personnel to Affiliated HospitalTX501(c)(3)Line 12c, III-FIAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
Adventist Midwest Health
120 North Oak StreetHinsdaleIL60521362276984Operation of Hospitals & Related ServicesIL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
AHP Specialty Care NFP
5101 S Willow Springs Rd Suite B101La GrangeIL60525811105774Operation of Physician Practices & Medical ServicesIL501(c)(3)Line 3AHS Midwest Management IncYes (1)
AHS Midwest Management Inc
5101 S Willow Springs Rd Suite B101La GrangeIL60525363354567Operation of Physician Practice ManagementIL501(c)(3)Line 12a, IAdventist Midwest HealthYes (1)
Apopka Health Care Properties Inc
305 E Oak StreetApopkaFL32703510605694Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Bert Fish Medical Center Auxiliary Inc
401 Palmetto StreetNew Smyrna BeachFL32168591054892Volunteer support servicesFL501(c)(3)Line 100N/A
Bradford Heights Health & Rehab Center Inc
485 North Keller Road 250MaitlandFL32751205782342Inactive - Wind-DownKY501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Burleson Nursing & Rehab Center Inc
301 Huguley BlvdBurlesonTX76028205782243Operation of Home for the Aged/Hlthcare DeliveryTX501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Chickasaw Health Care Properties Inc
250 S Chickasaw TrailOrlandoFL32825510605681Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Chippewa Valley Hospital & Oakview Care Center Inc
1220 Third Avenue WestDurandWI54736391365168Operation of Hospital & Related ServicesWI501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Coalition For Physician Well-Being Inc
900 Hope WayAltamonte SpringsFL32714463477012Provide support for Physician well-beingFL501(c)(3)Line 10Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Courtland Health Care Properties Inc
730 Courtland StreetOrlandoFL32804510605682Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Creekwood Place Nursing & Rehab Center Inc
485 North Keller Road 250MaitlandFL32751205782260Inactive - Wind-DownKY501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Dairy Road Health Care Properties Inc
7350 Dairy RoadZephyrhillsFL33540510605684Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
East Orlando Health & Rehab Center Inc
250 S Chickasaw TrailOrlandoFL32825205774748Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Emory-Adventist Inc (1121 - 123121)
900 Hope WayAltamonte SpringsFL32714582171011InactiveGA501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Fletcher Hospital Inc
100 Hospital DriveHendersonvilleNC28792560543246Operation of Hospital & Related ServicesNC501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
FLNC Inc
3355 E Semoran BlvdApopkaFL32703205774761Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Florida Hospital Dade City Inc
13100 Fort King RoadDade CityFL33525822567308Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Florida Hospital Healthcare Partners Inc
770 West Granada Blvd 101Ormond BeachFL32174462354804Operation of Physician Practices & Medical ServicesFL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Florida Hospital Medical Group Inc
2600 Westhall Lane 4th FloorMaitlandFL32751593214635Operation of Physician Practices & Medical ServicesFL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Florida Hospital Ocala Inc
1500 SW 1st AvenueOcalaFL34471824372339Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Florida Hospital Physician Group Inc
12470 Telecom Dr 100TampaFL33637462021581Operation of Physician Practices & Medical ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Florida Hospital Waterman Inc
1000 Waterman WayTavaresFL32778593140669Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Florida Hospital Zephyrhills Inc
7050 Gall BlvdZephyrhillsFL33541592108057Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Florida Radiology Imaging at Lake Mary LLC
2600 Westhall Lane 4th FloorMaitlandFL32751550789387Imaging & TestingFL501(c)(3)Line 3Florida Hospital Medical Group IncYes (1)
Fountain Inn Nursing & Rehab Center Inc
4501 Waterman WayTavaresFL32778472180518Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Helen Ellis Memorial Hospital Auxiliary Inc
1395 S Pinellas AveTarpon SpringsFL34689592106043Fund-raising for Tax-exempt hospital/foundationFL501(c)(3)Line 12c, III-FI0N/A
Helen Ellis Memorial Hospital Foundation Inc
1395 S Pinellas AveTarpon SpringsFL34689593690149Fund-raising for Tax-exempt hospitalFL501(c)(3)Line 70N/A
Hinsdale Hospital Foundation
120 North Oak StreetHinsdaleIL60521521466387Fund-raising for Tax-exempt hospitalIL501(c)(3)Line 7Midwest Hlth Foundation0
Hospice of the Comforter Inc
480 W Central ParkwayAltamonte SpringsFL32714592935928Operation of HospiceFL501(c)(3)Line 10The Comforter Health Care Group IncYes (1)
In-Motion Rehab Inc
485 North Keller Road 250MaitlandFL32751208023411InactiveKS501(c)(3)Line 12b, IISunbelt Hlth Care Centers IncYes (1)
Lake County Health Care Properties Inc
485 North Keller Road 250MaitlandFL32751813923985Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Memorial Health Systems Foundation Inc
305 Memorial Medical Pkwy 212Daytona BeachFL32117311771522Fund-raising for Tax-exempt hospitalFL501(c)(3)Line 70N/A
Memorial Health Systems Inc
301 Memorial Medical ParkwayDaytona BeachFL32117590973502Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Memorial Hospital - West Volusia Inc
701 West Plymouth AvenueDelandFL32720593256803Operation of Hospital & Related ServicesFL501(c)(3)Line 3Memorial Hlth Systems IncYes (1)
Memorial Hospital Flagler Inc
60 Memorial Medical ParkwayPalm CoastFL32164592951990Operation of Hospital & Related ServicesFL501(c)(3)Line 3Memorial Hlth Systems IncYes (1)
Memorial Hospital Inc
210 Marie Langdon DriveManchesterKY40962610594620Operation of Hospital & Related ServicesKY501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Metroplex Adventist Hospital Inc
2201 S Clear Creek RoadKilleenTX76549742225672Operation of Hospital & Related ServicesTX501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Metroplex Clinic Physicians Inc
2201 S Clear Creek RoadKilleenTX76549113762050Physician Healthcare services to the communityTX501(c)(3)Line 3Metroplex Adventist Hospital IncYes (1)
Midwest Health Foundation
120 North Oak StreetHinsdaleIL60521352230515Fund-Raising for Supported Exempt HospitalsIL501(c)(3)Line 70N/A
Mills Health & Rehab Center Inc
485 North Keller Road 250MaitlandFL32751205782320Inactive - Wind-DownKY501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Mission Strategies of Georgia Inc
485 North Keller Road 250MaitlandFL32751900866024Provision of support to the nursing home divisionGA501(c)(3)Line 12b, IISunbelt Hlth Care Centers IncYes (1)
Missouri Adventist Health Inc
9100 W 74th StreetShawnee MissionKS66204431224729Support Health Care ServicesMO501(c)(3)Line 12d, III-OAdventist Hlth Mid-America IncYes (1)
Ormond Beach Memorial Hospital Auxiliary Inc(11-123121)
301 Memorial Medical PkwyDaytona BeachFL32117591721962Volunteer support servicesFL501(c)(3)Line 12c, III-FI0N/A
Osceola Health Care Properties Inc
485 North Keller Road 250MaitlandFL32751813165729Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Overland Park Nursing & Rehab Center Inc
6501 West 75th StreetOverland ParkKS66204205774821Operation of Home for the Aged/Hlthcare DeliveryKS501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Pasco-Pinellas Hillsborough Community Hlth System Inc
2600 Bruce B Downs BlvdWesley ChapelFL33544208488713Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Portercare Adventist Health System (630 YE)
9100 E Mineral CircleCentennialCO80112840438224Operation of Hospitals & Related ServicesCO501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Princeton Health & Rehab Center Inc
485 North Keller Road 250MaitlandFL32751205782272Inactive - Wind-DownKY501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Princeton Professional Services Inc
601 E Rollins StreetOrlandoFL32803591191045Provision of Healthcare ServicesFL501(c)(3)Line 10Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Quality Circle for Healthcare Inc
900 Hope WayAltamonte SpringsFL32714263789368Healthcare Quality ServicesFL501(c)(3)Line 12a, IAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
Redmond Park Hospital LLC (10121 - 123121)
501 Redmond Road NWRomeGA30165581123037Operation of Hospital & Related ServicesGA501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Resource Personnel Inc
485 North Keller Road 250MaitlandFL32751208040875Provide administrative support to tax exempt nursing homesFL501(c)(3)Line 12b, IISunbelt Hlth Care Centers IncYes (1)
Rocky Mountain Adventist Hlthcare Foundation (630 YE)
960 E Harvard Avenue Ste 230DenverCO80210840745018Fund-raising for Tax-exempt hospitalCO501(c)(3)Line 70N/A
Rollins Brook Community Care Corp
2201 S Clear Creek RoadKilleenTX76549461656773Support Operation of HospitalTX501(c)(3)Line 12a, IAdventist Hlth SystemSunbelt IncYes (1)
San Marcos Health Care Properties Inc (11 - 123021)
1900 Medical ParkwaySan MarcosTX78666510605693Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
San Marcos Nursing & Rehab Center Inc
1900 Medical ParkwaySan MarcosTX78666205782224Operation of Home for the Aged/Hlthcare DeliveryTX501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Shawnee Mission Hlth Care Properties Inc
485 North Keller Road 250MaitlandFL32751813914908Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Shawnee Mission Health Care Inc
6501 West 75th StreetOverland ParkKS66204480952508Lease to Related OrganizationKS501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Shawnee Mission Medical Center Inc
9100 W 74th StreetShawnee MissionKS66204480637331Operation of Hospital & Related ServicesKS501(c)(3)Line 3Adventist Hlth Mid-America IncYes (1)
South Pasco Health Care Properties Inc
38250 A AvenueZephyrhillsFL33542510605679Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Southeast Volusia Healthcare Corp
401 Palmetto StreetNew Smyrna BeachFL32168473793197Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Southwest Volusia Health Services Inc
1055 Saxon BlvdOrange CityFL32763593281591Medical Office Building for HospitalFL501(c)(3)Line 12a, ISouthwest Volusia Hlthcare CorpYes (1)
Southwest Volusia Healthcare Corp
1055 Saxon BlvdOrange CityFL32763593149293Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Spring View Health & Rehab Center Inc
485 North Keller Road 250MaitlandFL32751205782288Inactive - Wind-DownKY501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Sunbelt Health & Rehab Center - Apopka Inc
305 East Oak StreetApopkaFL32703205774856Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Sunbelt Health Care Centers Inc
485 North Keller Road 250MaitlandFL32751581473135Management ServicesTN501(c)(3)Line 12b, IIAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
SunSystem Development Corp
900 Hope WayAltamonte SpringsFL32714592219301Fund-Raising for Affiliated Tax-Exempt HospitalsFL501(c)(3)Line 7Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Tarpon Springs Hospital Foundation Inc
1395 S Pinellas AveTarpon SpringsFL34689590898901Operation of Hospital & Related ServicesFL501(c)(3)Line 3University Community Hospital IncYes (1)
Tarrant County Health Care Properties Inc
301 Huguley BlvdBurlesonTX76028510605677Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
The Comforter Health Care Group Inc
605 Montgomery RoadAltamonte SpringsFL32714271857940Support Services to Related HospiceFL501(c)(3)Line 12c, III-FIAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
The Volunteer Auxiliary of Florida Hosp Flagler Inc(11-8321)
60 Memorial Medical PkwyPalm CoastFL32164592486582Volunteer support servicesFL501(c)(3)Line 12c, III-FI0N/A
Tri-County Nursing and Rehab Center Inc
1290 Celebration BlvdKissimmeeFL34747472219363Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
University Community Hospital Foundation Inc
3100 E Fletcher AveTampaFL33613592554889Fund-raising for Tax-exempt hospitalFL501(c)(3)Line 70N/A
University Community Hospital Inc
3100 E Fletcher AveTampaFL33613591113901Operation of Hospitals & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
West Florida Health Home Care Inc
13601 Bruce B Downs Blvd Ste 110TampaFL33613593686109Home Health ServicesGA501(c)(3)Line 10AdventHealth West Florida Ambulatory Svcs IncYes (1)
Zephyr Haven Health & Rehab Center Inc
38250 A AvenueZephyrhillsFL33542205774930Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Zephyrhills Health & Rehab Center Inc
7350 Dairy RoadZephyrhillsFL33540205774967Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
Fletcher Hospital Surgical Ventures LLC
9131 Anson Way Ste 304RaleighNC27615861482646Indirect Interest in Surgery CenterNCN/A00
Florida Hospital DMERT LLC
500 Winderley Place Ste 324MaitlandFL32751202392253Medical EquipmentFLN/A0Yes (1)
Florida Hospital Home Infusion LLP
500 Winderley Place Ste 226MaitlandFL32751593142824Home Infusion ServicesFLN/A0Yes (1)
Functional Neurosurgical Ambulatory Surgery Ctr LLC
11 W Dry Creek Circle 120LittletonCO80120464426708Surgery CenterCON/A00
PAHS OnPoint Urgent Care LLC
9100 E Mineral CircleCentennialCO80112832465331Urgent Care CenterCON/A00
Princeton Homecare Services LLC
1050 Forrer BlvdKetteringOH45420814196648Operation of Home Health AgencyFLN/A00
San Marcos MRI LP (1121-8121)
1330 Wonder World Dr Ste 202San MarcosTX78666770597972Imaging & TestingTXN/A00
Surgery Center of Rome LP
900 Hope WayAltamonte SpringsFL32714200390305Surgery CenterFLN/A00
The Bariatric Center of Kansas City LLC
9100 W 74th StreetMerriamKS66204823025378Surgery CenterKSN/A00
Urgent Care Centers of Brevard County LLC
2600 Westhall LaneMaitlandFL32751844261523Urgent Care CentersFLN/A0Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
AdventHealth Orlando Network Inc (35 - 123121)
900 Hope WayAltamonte SpringsFL32714862639185InactiveFLN/ACYes (1)
AdventHealth Professional Staffing Inc (35 - 123121)
900 Hope WayAltamonte SpringsFL32714880742779INACTIVEFLN/ACYes (1)
AdventHealth Tampa Network Inc (35 - 123121)
900 Hope WayAltamonte SpringsFL32714862666178InactiveFLN/ACYes (1)
AdventHealth Team Members Inc (35 - 123121)
900 Hope WayAltamonte SpringsFL32714880763664INACTIVEFLN/ACYes (1)
Altamonte Medical Plaza Condominium Association Inc
601 East Rollins StreetOrlandoFL32803592855792Condo AssociationFLN/ACYes (1)
Apopka Medical Plaza Condominium Association Inc
601 East Rollins StreetOrlandoFL32803593000857Condo AssociationFLN/ACYes (1)
Battle Creek Adventist Hospital
900 Hope WayAltamonte SpringsFL32714381359189InactiveMIN/ACYes (1)
Central Texas Medical Associates (11-12252021)
1301 Wonder World DriveSan MarcosTX78666742729873InactiveTXN/ACYes (1)
Florida Hospital Flagler Medical Offices Association Inc
60 Memorial Medical ParkwayPalm CoastFL32164262158309Condo AssociationFLN/ACYes (1)
Florida Hosp Hlth Village Property Owner's Assoc Inc
550 E Rollins Street 7th FloorOrlandoFL32803821748255Condo AssociationFLN/ACYes (1)
Florida Hospital Healthcare System Inc
101 Southhall Lane Ste 150MaitlandFL32751593215680PHSO / CINFLN/ACYes (1)
Florida Medical Plaza Condominium Association Inc
601 East Rollins StreetOrlandoFL32803592855791Condo AssociationFLN/ACYes (1)
Kissimmee Multispecialty Clinic Condominium Association Inc
201 Hilda Street Suite 30KissimmeeFL34741593539564Condo AssociationFLN/ACYes (1)
Midwest Management Services Inc
9100 West 74th StreetShawnee MissionKS66204480901551InactiveKSN/ACYes (1)
North American Health Services Inc & Sub
900 Hope WayAltamonte SpringsFL32714621041820Holding Co.TNN/ACYes (1)
Ormond Prof Associates Condo Assoc Inc (430 year end)
770 W Granada Blvd Ste 101Ormond BeachFL32174592694434Condo AssociationFLN/ACYes (1)
Park Ridge Property Owner's Association Inc
1 Park Place Naples RoadFletcherNC28732030380531Condo AssociationNCN/ACYes (1)
Porter Affiliated Health Services Inc (11-63021)
2525 S Downing StreetDenverCO80210840956175INACTIVECON/ACYes (1)
Surgicare of Rome Inc (10121 - 123121)
900 Hope WayAltamonte SpringsFL32714200376307Holding CompanyGAN/ACYes (1)
Redmond Park Health Services Inc (10121 - 123121)
900 Hope WayAltamonte SpringsFL32714621330078Holding CompanyGAN/ACYes (1)
Redmond Physician Practice Company (10121 - 10121)
900 Hope WayAltamonte SpringsFL32714621662134Medical ClinicsGAN/ACYes (1)
The Garden Retirement Community Inc
485 North Keller Road Ste 250MaitlandFL32751593414055Real Estate RentalFLN/ACYes (1)
Winter Park Medical Office Building I Condo Assoc Inc
601 East Rollins StreetOrlandoFL32803452228478Condo AssociationFLN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Sunsystem Development Corporation
C$539,838Actual Amount Received
Adventist Health SystemSunbelt Inc
C$5,704,739Actual Amount Received
Adventist Health SystemSunbelt Inc
K$3,399,492FMV Rental Rate
Adventist Health SystemSunbelt Inc
P$25,744,537Cost