2025-11-06T17:44:35-06:00 2024-12-31 390859910 Baker Tilly Advisory Group LP 2882 Prospect Park Dr Ste 300 Rancho Cordova CA 95670 990 2024-01-01 953867863 Western Health Resources WEST 9164060000 1 Adventist Health Way Roseville CA 956613266 John Beaman Chief Financial Officer 9164060000 2025-11-06 1 1 Lauren A Haverlock P00545829 9165038100 2025-10-25 2024 2025-03-06 01:10:19Z Adventist HealthHome Care Melissa Ward 1 Adventist Health Way Roseville CA 956613266 82379806 0 1071 X www.adventisthealth.org/ X 1983 CA Living God's love by inspiring health, wholeness and hope. 5 0 752 38 0 0 2620 0 72496371 82364451 -20416 13024 0 2331 72478575 82379806 0 0 0 0 55404080 63772921 0 0 0 16676301 21244503 72080381 85017424 398194 -2637618 14975804 16325769 30659647 34943945 -15683843 -18618176 X Living God's love by inspiring health, wholeness and hope. 0 0 56998833 0 82364451 See Schedule O 56998833 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 752 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X John Beaman CFO 9164060000 1 Adventist Health Way Roseville CA 95661 X Stevens Eric Dir/Chair 0.50 50.00 X X 0 1886146 57975 Jobe Meredith Dir/Secretary 0.50 50.00 X X 0 1221104 57975 Liebowitz Jacalyn Dir/Vice Chair 0.50 50.00 X X 0 987297 65573 Ward Melissa Dir/President 0.50 50.00 X X 0 494263 56593 Dingilian John Director 0.50 40.00 X 0 317969 49241 Bell Steve Director as of 04/24 0.50 50.00 X 0 196430 43596 Hofheins Todd Chief Operating Officer 0.50 50.00 X 0 2407675 65992 Beaman John CFO 0.50 50.00 X 0 1980861 79808 Prince Vickie Administrative Director, Operations 40.00 0.00 X 232346 0 50390 Watson Sheri - Director Quality, Risk & Clinical Education 40.00 0.00 X 215586 0 53791 Summers Jacob Administrative Director, Operations 40.00 0.00 X 223098 0 45168 Ainsworth Laura Administrative Director, Operations 40.00 0.00 X 217807 0 32953 Rosencrance Deborah Administrative Director, Operations 40.00 0.00 X 212596 0 27530 Mock Jeffrey Former Director thru 11/23 0.00 50.00 X 0 568248 35835 Jahn Andrew Former Dir/Chair thru 02/22 0.00 50.00 X 0 693217 59411 Wing Bill Former Dir/CFO thru 09/20 0.00 0.00 X 0 273263 0 1101433 11026473 781831 193 1 1 0 McBee Associates Inc PO Box 713519 Philadelphia PA 19171 Coding services 983512 Stateserv Network Services PO Box 661220 Dallas TX 75266 Hospice care 639950 Aya Healthcare Inc PO Box 674907 Dallas TX 75267 Staffing services 576043 AHSA LLC PO Box 670529 Dallas TX 75267 Staffing services 375579 Intellatriage LLC 8011 Brooks Chapel Rd Ste 1687 Brentwood TN 37027 Triage services 277174 10 Patient service revenue 621110 81592579 81592579 771872 771872 82364451 13024 13024 Other non-operating income 900099 2331 2331 2331 82379806 82364451 0 15355 50075119 38273187 11801932 1751728 1338873 412855 8255211 6229253 2025958 3690863 2814932 875931 3402182 4420 3397762 3572 3572 6163701 2995980 3167721 14169 14169 870808 39262 831546 2663107 66726 2596381 700432 12674 687758 2143051 1838913 304138 4430 4430 1012904 1012904 443040 422750 20290 156410 156410 Patient care supplies 3049293 2940405 108888 Rental/lease costs equi 492272 492272 125132 17028 108104 85017424 56998833 28018591 0 11679127 12275801 193651 169509 3053105 2239309 529871 813796 850000 850000 1723155 2216663 14975804 16325769 6191027 7432191 24468620 27511754 30659647 34943945 X -15945142 -18877605 261299 259429 -15683843 -18618176 14975804 16325769 X -2637618 -296715 0 X 0 1 X 1 1 1 X 10339 31250 28674 2620 72883 65839584 66030760 66900650 72496371 82364451 353631816 65849923 66062010 66929324 72498991 82364451 353704699 0 0 0 353704699 195 13024 13219 195 13024 13219 2331 2331 65849923 66062205 66929324 72498991 82379806 353720249 1.00000 0.99970 0.00000 0.00030 X Schedule A, Part III, Line 12, Explanation of Other Income: Miscellaneous Revenue 261299 75000 76870 259429 247305 69845 55851 261299 235867 11438 247305 187828 48854 815 235867 199611 3830 15613 187828 0.00000 0.00000 1.00000 0 0 1622157 1345408 276749 245099 243631 1468 1108183 572604 535579 77666 77666 0 813796 Right-of-use assets 2104982 Receivables from related organizations 107922 Other receivables 3759 2216663 Payables to related organizations 25645539 Other liabilities 1866215 27511754 X Part V, Line 4: Board-designated, temporary and permanently restricted endowment funds are for specified operating and capital projects. The funds are released as project costs are expended. Part X, Line 2: The principal operations of the System are exempt from taxation pursuant to Internal Revenue Code Section 501(c)(3) and related state provisions. The System recognizes tax benefits from any uncertain tax positions only if it is more-likely-than-not the tax position will be sustained, based solely on its technical merits, with the taxing authority having full knowledge of all relevant information. The System records a liability for unrecognized tax benefits from uncertain tax positions as discrete tax adjustments in the first interim period the more-likely-than-not threshold is not met. The System recognizes deferred tax assets and liabilities for temporary differences between the financial reporting basis and the tax basis of its assets and liabilities, along with net operating loss and tax credit carryovers only for tax positions that meet the more-likely-than-not recognition criteria. At December 31, 2024 and 2023, no such assets or liabilities were recorded. The System currently files Form 990 (Informational Return of Organizations Exempt From Income Taxes) and Form 990-T (Exempt Organization Business Income Tax Return) in the U.S. federal jurisdiction and the state of California. The System is not subject to income tax examinations prior to 2021 in major tax jurisdictions. X X X X 1 1 0 0 0 0 0 0 0 Hofheins Todd Chief Operating Officer 0 1474000 0 888115 0 45560 0 13296 0 52696 0 2473667 0 0 Beaman John CFO 0 1261000 0 698818 0 21043 0 13296 0 66512 0 2060669 0 0 Stevens Eric Dir/Chair 0 1196000 0 495682 0 194464 0 13296 0 44679 0 1944121 0 0 Jobe Meredith Dir/Secretary 0 796100 0 281132 0 143872 0 13296 0 44679 0 1279079 0 0 Liebowitz Jacalyn Dir/Vice Chair 0 619000 0 276071 0 92226 0 13296 0 52277 0 1052870 0 0 Jahn Andrew Former Dir/Chair thru 02/22 0 281190 0 407001 0 5026 0 55610 0 3801 0 752628 0 0 Mock Jeffrey Former Director thru 11/23 0 414258 0 90747 0 63243 0 13296 0 22539 0 604083 0 0 Ward Melissa Dir/President 0 354766 0 101921 0 37576 0 13296 0 43297 0 550856 0 0 Dingilian John Director 0 238913 0 22961 0 56095 0 10767 0 38474 0 367210 0 0 Prince Vickie Administrative Director, Operations 207366 0 24619 0 361 0 10368 0 40022 0 282736 0 0 0 Wing Bill Former Dir/CFO thru 09/20 0 0 0 0 0 273263 0 0 0 0 0 273263 0 0 Watson Sheri - Director Quality, Risk & Clinical Education 207511 0 8075 0 0 0 10797 0 42994 0 269377 0 0 0 Summers Jacob Administrative Director, Operations 195518 0 27078 0 502 0 9776 0 35392 0 268266 0 0 0 Ainsworth Laura Administrative Director, Operations 187153 0 29610 0 1044 0 9358 0 23595 0 250760 0 0 0 Rosencrance Deborah Administrative Director, Operations 177525 0 34087 0 984 0 8876 0 18654 0 240126 0 0 0 Bell Steve Director as of 04/24 0 180053 0 14234 0 2143 0 9003 0 34593 0 240026 0 0 Part I, Lines 4a-b Severance payments are made based upon agreements between certain qualifying employees and Adventist Health System/West. Details of the terms and conditions of the severance agreements are available to the IRS upon request. Jahn, Andrew - severance payment - $15,065 Wing, Bill - severance payment - $271,535 Select executives agreed to participate in CAP-EX in place of a traditional SERP. See Schedule L, Part V of Adventist Health System/West, for a broader description. Split-Dollar life insurance participants are John Beaman, Todd Hofheins, Andrew Jahn, and Bill Wing. A flexible benefits plan (CAA) is offered to groups of highly-compensated employees meeting certain criteria. The participants are provided with an amount equivalent to 41 percent of their base compensation, less the value of their corporate provided benefits. The balance is set aside for nonvested deferred compensation that is subject to substantial risk of forfeiture and is at risk to the creditors of Adventist Health. Payouts occur according to the participants' payment elections after all substantial risks of forfeiture have lapsed. The plan was frozen for new non-vested contributions in 2016. Jahn, Andrew - participant, no activity in 2024 Form 990, Part III, Line 4a: Adventist Health Home Care offers advanced, high quality health care in an at-home setting by operating twelve home health agencies and eight hospices. In 2024, care, compassion and high-quality services were provided with 234,372 home health visits and 92,768 hospice patient days. Many of the agencies provide specialized programs and treatment plans, such as, wound care, CHF and diabetes management. Our home health mission is to help patients recover, regain independence and become as self-sufficient as possible in the comfort of their home. Our hospice mission is to provide whole-person care that envelopes the body, comforts the mind and nurtures the spirit. We are most proud of the following accomplishments in 2024: - New point of care devices rolled out to all Adventist Health Home Care associates - Enhanced hospice ePrescribe platform was implemented to meet patient, physician and regulatory needs - Transitioned to new staff education partner, MedBridge, to provide a better level of training resources for our staff and patient caregivers - Commitment towards readmission task forces to reduce hospital readmissions and improve hospital partnerships - Established a partnership with Medline to enhance supply chain services for home health and hospice patients Form 990, Part VI, Section A, line 7a The Organization's Board of Directors consists of the following ex-officio positions: the Chief Executive Officer from Adventist Health System/West, a related tax-exempt organization and the President and Treasurer from Western Health Resources. The Board of Directors of Adventist Health System/West designates the directors of Western Health Resources. Form 990, Part VI, Section A, line 7b The Adventist Health Board of Directors shall have sole authority to amend or repeal the Organization's governing documents. The Organization does not have any Members. Form 990, Part VI, Section B, line 11b This Form 990 including all supporting schedules was prepared by a public accounting firm, reviewed by the Corporate Finance Officer and Market Financial Officer, and shared by electronic communication with the Corporation's Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c During the first quarter of each year, the annual conflict of interest questionnaire is sent to board members, hospital corporate officers, key employees and department directors for completion and signature. The questionnaire is accompanied by a letter of explanation to illustrate examples of a conflict and to remind the recipient that if any perceived conflict should arise before the next annual questionnaire, he/she is to notify the market president or the System Chief Legal Officer/General Counsel immediately. The System Chief Legal Officer/General Counsel distributes, collects, and reviews for signatures the COIs for all applicable Corporate employees, stakeholders and the board. In addition, the hospital's administration is responsible for keeping record to ensure all hospital-based individuals with director and above positions have submitted their COIs. The System Chief Legal Officer/General Counsel reviews all the disclosures on the board and Corporate employees' COIs. System Chief Legal Officer/General Counsel retains the COIs for all individuals. Further inquiries on any potential significant conflicts are made as needed. Conflicts are documented and reviewed with the Board. Form 990, Part VI, Section B, line 15 The filing organization relied on an affiliated organization, Adventist Health System/West, to determine compensation for the top management official of the organization. The related organization used the following methods to determine compensation: compensation committee, independent compensation consultant, compensation survey or study, and approval by the board or compensation committee. Form 990, Part VI, Section C, line 19 The Hospital does not make its governing documents publicly available, beyond required filings of Articles of Incorporation with the Secretary of State. The Hospital does not make its Conflict of Interest Policy available upon request, but does file monthly/quarterly summary financial reports with the state health-planning agency. Form 990, Part VII, Section A: Board compensation is for Adventist Health System/West Board of Directors only - not WHR's Board of Directors. Form 990, Part XI, Line 8: Prior period adjustments were a result of cash balance correction and clean up books due to prior period activities including debt service, capital expenditures, and other items. Adventist Health Clearlake Hospital Inc 15630 18th Avenue Clearlake CA 95422 680395149 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Adventist Health Delano 1401 Garces Hwy Delano CA 93215 770258013 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Adventist Health Foundation 1 Adventist Health Way Roseville CA 95661 680002188 Charitable foundation CA 501(c)(3) Line 7 Adventist Health SystemWest 0 Adventist Health Medical Center Tehachapi 1100 Magellan Drive Tehachapi CA 93561 812240617 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Adventist Health Mendocino Coast 700 River Drive Fort Bragg CA 95437 845174585 Hospital CA 501(c)(3) Line 3 Stone Point Health 0 Adventist Health Physicians Network 1 Adventist Health Way Roseville CA 95661 680357690 Medical foundation CA 501(c)(3) Line 12b, II Adventist Health SystemWest 0 Adventist Health SystemWest 1 Adventist Health Way Roseville CA 95661 953484589 Integrated health system CA 501(c)(3) Line 10 N/A 0 Adventist Health Tulare 869 North Cherry Street Tulare CA 93274 832351753 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Castle Medical Center 640 Ulukahiki Street Kailua HI 96734 990107330 Hospital HI 501(c)(3) Line 3 Adventist Health SystemWest 0 Central Valley Health Foundation 450 N Greenfield Avenue Suite 400 Hanford CA 93230 770578450 Charitable foundation CA 501(c)(3) Line 12a, I N/A 0 Feather River Hospital 1 Adventist Health Way Roseville CA 95661 941101228 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Glendale Adventist Medical Center 1509 Wilson Terrace Glendale CA 91206 951816017 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Glendale Adventist Medical Center Foundation 1509 Wilson Terrace Glendale CA 91206 953899682 Charitable foundation CA 501(c)(3) Line 12a, I N/A 0 Hanford Community Hospital 115 Mall Drive Hanford CA 93230 940535360 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Lodi Memorial Hospital Association Inc 975 S Fairmont Avenue Lodi CA 95240 941044474 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Mid-Columbia Medical Center 1700 E 19th Street The Dalles OR 97058 930386936 Hospital OR 501(c)(3) Line 3 Stone Point Health 0 Mid-Columbia Health Foundation 1700 E 19th Street The Dalles OR 97058 930854433 Charitable foundation OR 501(c)(3) Line 7 Mid-Columbia Medical Center 0 Northwest Medical Foundation of Tillamook 1000 Third Street Tillamook OR 97141 930622075 Hospital OR 501(c)(3) Line 3 Adventist Health SystemWest 0 Portland Adventist Medical Center 10123 SE Market Street Portland OR 97216 930429015 Hospital OR 501(c)(3) Line 3 Adventist Health SystemWest 0 Reedley Community Hospital 372 Cypress Avenue Reedley CA 93654 453220509 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Rideout Memorial Hospital 726 Fourth Street Marysville CA 95901 941387866 Hospital CA 501(c)(3) Line 3 Stone Point Health 0 St Helena Hospital 10 Woodland Road St Helena CA 94574 941279779 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 San Joaquin Community Hospital 2615 Chester Avenue Bakersfield CA 93301 952294234 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Sierra Vista Hospital Inc 1010 Murray Avenue San Luis Obispo CA 93405 952588614 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Simi Valley Hospital and Health Care Services 2975 N Sycamore Drive Simi Valley CA 93065 956064971 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Simi Valley Hospital Foundation 2975 N Sycamore Drive Simi Valley CA 93065 912135595 Charitable foundation CA 501(c)(3) Line 12a, I N/A 0 Sonora Community Hospital 1000 Greenley Road Sonora CA 95370 941415069 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Stone Point Health 1 Adventist Health Way Roseville CA 95661 823763347 Supporting organization CA 501(c)(3) Line 12b, II Adventist Health SystemWest 0 Twin Cities Community Hospital Inc 1100 Las Tablas Road Templeton CA 93465 752918765 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Ukiah Adventist Hospital 275 Hospital Drive Ukiah CA 95482 941639901 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 United Com-Serve 726 Fourth Street Marysville CA 95901 943015356 Skilled nursing/assisted living/home health CA 501(c)(3) Line 12b, II Stone Point Health 0 White Memorial Medical Center 1720 E Cesar E Chavez Avenue Los Angeles CA 90033 952282647 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 White Memorial Medical Center Charitable Foundation 1720 E Cesar E Chavez Avenue Los Angeles CA 90033 953760201 Charitable foundation CA 501(c)(3) Line 12a, I N/A 0 Willits Hospital Inc 1 Marcela Drive Willits CA 95490 680108919 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Blue Legacy Ventures LLC 1010 NE 2nd Avenue Miami FL 33132 871254649 Real property rental FL N/A 0 0 Blue Zones LLC 200 Southdale Center Edina MN 55435 271603327 Education MN N/A 0 0 PAR LLC DBA CherryWood Village 8440 SE Sunnybrook Blvd Suite 100 Clackmas OR 97015 931262371 Senior housing OR N/A 0 0 PVHR LLC DBA Paradise Village 8440 SE Sunnybrook Blvd Suite 100 Clackmas OR 97015 260622555 Senior housing OR N/A 0 0 PVHR2 LLC DBA Parkview Memory Care at Paradise Village 8440 SE Sunnybrook Blvd Suite 100 Clackmas OR 97015 473300170 Senior housing OR N/A 0 0 WWGHR LLC DBA Wheatland Village 8440 SE Sunnybrook Blvd Suite 100 Clackmas OR 97015 810591221 Senior housing OR N/A 0 0 AdHealth Limited PO Box HM 2062 Hamilton BD HM HX Pure captive insurance BD N/A C 0 Adventist Health Plan Inc 1 Adventist Health Way Roseville CA 95661 463833261 Health insurance CA N/A C 0 South Coast Medical Center 1 Adventist Health Way Roseville CA 95661 952037291 Wind down after sale of hospital CA N/A C 0 Thrive Productions Inc 200 Southdale Center Edina MN 55435 453369049 Production company MN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1