ADVENTIST HEALTH SYSTEM-WEST: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ADVENTIST HEALTH SYSTEM-WEST (EIN 95-3484589)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733209349300823
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T23:58:40-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953484589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adventist Health SystemWest | BusinessNameLine1Txt |
| Business Name Line2 | DBA Adventist Health | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVE | BusinessNameControlTxt |
| Phone | 9167812000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 Douglas Blvd | AddressLine1Txt |
| City | Roseville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95661 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jack W Wagner | PersonNm |
| Person Title | AsstSec/CFO/SVP | PersonTitleTxt |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Scott Reiner | PrincipalOfficerNm |
| Gross Receipts | $530,188,679 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Group Exemption | 1071 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.adventisthealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Living Gods love by inspiring health, wholeness and hope. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1605 | TotalEmployeeCnt |
| Total Gross UBI | $3,381,663 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $413,465 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $100 | PYContributionsGrantsAmt |
| CY Contributions Grants | $50,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $293,372,514 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $488,352,873 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,143,599 | PYInvestmentIncomeAmt |
| CY Investment Income | $54,780,986 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,449,335 | PYOtherRevenueAmt |
| CY Other Revenue | -$16,508,915 | CYOtherRevenueAmt |
| PY Total Revenue | $346,965,548 | PYTotalRevenueAmt |
| CY Total Revenue | $526,674,944 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,256,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $368,600 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $190,323,313 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $326,443,237 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $169,382,999 | PYOtherExpensesAmt |
| CY Other Expenses | $245,914,528 | CYOtherExpensesAmt |
| PY Total Expenses | $361,962,912 | PYTotalExpensesAmt |
| CY Total Expenses | $572,726,365 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$14,997,364 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$46,051,421 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,672,754,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,070,778,666 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,605,828,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,007,273,866 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $66,925,918 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,504,800 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Living Gods love by inspiring health, wholeness and hope. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $567,909,483 | ExpenseAmt |
| Grant | $604,200 | GrantAmt |
| Revenue | $486,687,882 | RevenueAmt |
| Desc | Form 990, Part III, Line 4a-d Corporate OfficeAdventist Health is a faith-based, nonprofit integrated health system serving more than 75 communities on the West Coast and Hawaii. Our compassionate and talented team of 33,300 includes more than 24,600 employees; 5,000 medical staff physicians; and 3,700 volunteers working together in pursuit of one mission: living God's love by inspiring health, wholeness and hope. Founded on Seventh-day Adventist heritage and values, Adventist Health provides care in 19 hospitals, more than 280 clinics (hospital-based, rural health and physician clinics), 13 home care agencies, seven hospice agencies and four joint-venture retirement centers. Together, our team is inspired to transform the health experience of our communities, with our unique focus on physical, mental, spiritual and social healing.Mission-drivenOur mission, living Gods love by inspiring health, wholeness and hope compels us to provide quality health care regardless of age, sex, national origin, handicap or ability to pay. Although reimbursement for services rendered is critical to the operation and stability of our system both now and in the future, not everyone is able to afford the essential medical services we provide. Instead of turning these people away, Adventist Health provides low or no cost services and a variety of programs to minister to their needs.Adventist Health has combined its mission and vision with strong organizational structure and leadership. Our ministries enjoy benefits by belonging to a larger system that continually seeks to enhance its ability to serve through shared services, a centralized cash management program, economies of scale and purchasing power, to name a few.The corporate office champions and directs a number of programs that are aimed at improving the organization as a whole. A selection of our significant endeavors include strategic planning, delivery of care and care transformation, information technology, risk management, materiel management and financial analytical support. Each of these functions benefits every ministry in some way.From time to time, extraordinary needs arise that require specialized attention and support. Fortunately, sharing resources and expertise at the local, regional and system levels makes this possible and easily accessible.Community Health DevelopmentWords like prevention, wellness and partnerships are more than the latest buzzwords at Adventist Health. Since St. Helena Sanitarium opened its doors in 1878 in Californias picturesque Napa Valley, the heritage of the Seventh-day Adventist Church has focused on whole person health. Adventist Health not only strives to promote individual health, but also healthy families and communitiesa natural fit in todays population health environment.Adventist Health has dedicated a team to develop and deploy our Mission Integration Model. The Mission Integration Model embodies the three core care elements: calling, culture and community. Along with our mission, our triple aim is to improve health, lower costs and provide better care.Once again in 2016, Adventist Health partnered with 30 community churches and organizations across the system to integrate population health programs in their communities with the intent for them to be recognized as wellness centers in their communities. In Northern California, we are reaching out into our communities through the Street Medicine program in Ukiah and Project Restoration in Lake County.Population HealthPopulation health is a whole-person, outcomes-based approach that works to improve the health of entire communities. It requires collaboration among researchers, providers, public health entities and policy makers. Population health aligns with Adventist Healths philosophy of care and, as overall health declines in North America, provides unprecedented opportunities.Adventist Health believes that improving the health status of entire populations begins at home. In 2016, Adventist Health entered its fourth year of offering two health plans for employees and their families: Engaged! and Base. Both plans offer wellness-focused programs and tools, including a wellness website, fitness activities, nutrition guidance, smoking cessation workshops and more. Participants complete a free biometric screening and wellness assessment, and those with high-risk conditions take part in a free care management program that provides support and education. Nearly 93 percent of employees signed up for the Engaged! Plan in 2016.Whole-person health involves mind, body and spirit. The health plans empower employees, their families and, by extension, the larger community to take an active role in managing their health so they may live vibrant and productive lives. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Healthy Employees Lead by ExampleIn 2016, 10 Adventist Health hospitals received the gold-level and three received the silver-level WELCOA Well Workplace Award for commitment to worksite wellness. Care TransformationCare Transformation in Adventist Health reflects our promise to deliver and continually improve care and patient experience while extending our mission across all care settings. The vision created by the Adventist Health Care Model focuses our transformation efforts by effectively blending people, processes and technology. It includes consistent design, delivery and evaluation of care performance.Our caregivers are working hard every day to exceed top quartile regulatory and quality performance requirements. In 2016, our hospitals as well as our hospital-based home care agencies and clinics were once again accredited through The Joint Commission to ensure the safest, highest quality health care we can provide.QualityAdventist Health focuses not only on quality patient care, but also provides a quality work environment for its employees. Maintaining a culture of teamwork and safety among clinicians and staff is a crucial component to the Care Transformation Model. For the past seven years, Adventist Health has participated in the Safety Attitude Questionnaire, which provides insight into focused areas where actions can be taken to improve the safety and teamwork climate in clinical departments.Adventist Health hospitals received quality and safety awards from The Joint Commission, The LeapFrog Group and Healthgrades. Physician AlignmentAmbulatory care clinics throughout Adventist Health provide general medical care as well as specialized care for patients of all ages in an outpatient setting. Adventist Health PhysicianServices (AHPS) operates within a variety of clinic models, including direct employment, hospital-based clinics, rural health clinics and a medical foundation.The AHPS management team provides key leadership and business functions such as administrative, operational, financial and clinical services, recruitment, acquisitions, and information and application technology.Our physician practices are characterized by clinical excellence and have a reputation for quality service, high physician satisfaction with the working environment, high patient satisfaction and a physician-driven culture that continually works on improvements and is accountable for results.Active partnerships with our physicians are critical for building clinically integrated networks. By developing new partnerships, we can reach beyond the doors of our clinics to maintain a healthier population in our communities. Our delivery of highly coordinated care coupled with the involvement of patients and their families in health care decisions is integral to our goal of providing whole person care, the core of our mission and values. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rural Health Clinics (RHC)As an extension of our mission, high quality services are provided to small communities where access to care is often significantly less available than more urbanized areas. People living in rural or underserved communities are often at a disadvantage when accessing health care. At the end of 2016, we had 87 clinics providing health care to underserved populations throughout Northern and Central California, Oregon and Washington. Our system of rural health continues to be the largest network of clinics in the state of California (more than 10 percent of the RHCs in the state are part of Adventist Health). Our RHC network also is one of the largest in the country, representing almost one percent of the nations RHCs.Services for RHCs include financial monitoring, program audits, operational support, professional development, advocacy and education regarding new regulations. But the real evidences of success are the patients served1,129,692 visits in 2016. Thanks to the RHCs, many of the communitys most disenfranchised now have access to primary care, dentistry, womens and childrens services and health education. A variety of specialty care also is available at many RHC locations, including four behavioral health programs.One example of this is the Konocti Wellness Center, a rural health clinic located inside Lower Lake High School in Lower Lake, California. The center offers basic clinic services as well as dental care and nutrition education. The partnership is part of a long-term plan to improve the health and academic performance of the students in the district.Home Care ServicesAdventist Health/Home Care Services offers advanced, quality health care in an at-home setting by operating 13 home health agencies and seven hospices. In 2014, care, compassion and quality services were provided with 239,742 home health and 95,786 hospice visits. Many of the agencies provide specialized programs and treatment plans, such as pediatric, diabetes and palliative care. Through home care, Adventist Health offers personal care in three locations throughout the network, which helps patients stay at home and maintain as much independence as possible. To further assist with the needs of our patients, three home medical equipment agencies supply oxygen, mobility aids, respiratory service and even Lifeline.Developing a TeleHealth NetworkThe Adventist Health TeleHealth Network allows health care professionals to evaluate, diagnose and treat patients in both remote and urban locations using telecommunications technology. Telehealth is the umbrella term for the group of services and functions that include telemedicine, telepharmacy, teleICU, teleradiology, and telepathology, but which also includes and can support regional health information sharing, patient education and provider networking.Telemedicine provides patients with access to high-quality, affordable specialty care when and where they need it, aiding in rapid diagnosis, treatment and improved patient outcomes. This collaboration supports Adventist Healths mission of bringing high-quality health and healing to the communities it serves, and is consistent with the organizations focus on innovation, strategic growth, and population health.During 2016, telehealth services continued to develop and grow. Ukiah Valley Medical Center, St. Helena Hospital Clear Lake Hospital and Feather River Hospital provide telehealth stroke services. Five locations provide pediatric services. Under an initiative with Blue Shield of California, telehealth equipment was provided for medical specialty outpatient care and deployed to 21 sites in California. Additional inpatient deployments bring the total sites to 27. Adventist Health is a preferred provider for telehealth with the California Department of Correction and Rehabilitation, serving multiple prison locations through the Telehealth Care Coordination Center. From Healing to HealthAt the heart of every organization is a vision. For Adventist Health this vision is our belief that pairing medical science and faith to inspire wholeness and health offers the greatest hope for renewing people, families and communities.After being selected to participate in a five-year health outcomes improvement challenge called Way to Wellville, Lake County got to work identifying ways the California community could reverse its poor health status. The community launched a collective impact movement called Hope Rising, through which all of Lake Countypeople, communities, government agencies, education, business, health care and faith communitiesworks together to ensure the highest quality of life for every person. Backbone leadership for Hope Rising is provided by St. Helena Hospital Clear Lake and is focused on improving the social determinants of health through initiatives in four priority areas: Health outcomesEconomy and jobsEnvironmentEducation Hope Rising seeks to integrate preventive and clinical health services to address obesity and other chronic physical health issues, substance abuse, as well as mental and emotional health, while creating new measures to support long-term sustainability and financing. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $567,909,483 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9032 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1605 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jack Wagner | PersonNm |
| Phone | 9167812000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 Douglas Blvd | AddressLine1Txt |
| City | Roseville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Dickinson Charles | ||||||||||
| Director | 4.00 | 0.00 | Yes (X) | $2,249 | $0 | $0 | ||||
| Freedman John | ||||||||||
| Director/VChair | 4.00 | 0.00 | Yes (X) | $300 | $0 | $0 | Yes (X) | |||
| Friestad Christine | ||||||||||
| Director | 4.00 | 0.00 | Yes (X) | $968 | $0 | $0 | ||||
| Gabriel Melody | ||||||||||
| Director | 4.00 | 0.00 | Yes (X) | $2,269 | $0 | $0 | ||||
| Graham Ricardo | ||||||||||
| Director/Chair | 4.00 | 0.00 | Yes (X) | $4,246 | $0 | $0 | Yes (X) | |||
| Heinrich Kerry | ||||||||||
| Director | 4.00 | 0.00 | Yes (X) | $683 | $0 | $0 | ||||
| Innocent Larry | ||||||||||
| Director | 4.00 | 0.00 | Yes (X) | $1,503 | $0 | $0 | ||||
| Reimche Allan | ||||||||||
| Director | 4.00 | 0.00 | Yes (X) | $4,407 | $0 | $0 | ||||
| Rippey Wesley | ||||||||||
| Director | 4.00 | 0.00 | Yes (X) | $1,861 | $127,909 | $0 | ||||
| Salazar Velino | ||||||||||
| Director | 4.00 | 0.00 | Yes (X) | $3,915 | $0 | $0 | ||||
| Torkelsen Max | ||||||||||
| Director/VChair | 4.00 | 0.00 | Yes (X) | $4,102 | $0 | $0 | Yes (X) | |||
| Reiner Scott | ||||||||||
| Dir/Pres/CEO | 50.00 | 0.00 | Yes (X) | $1,711,534 | $0 | $286,273 | Yes (X) | |||
| Wing Bill | ||||||||||
| Dir/Pres/COO | 50.00 | 0.00 | Yes (X) | $1,319,055 | $0 | $238,355 | Yes (X) | |||
| Wagner Jack | ||||||||||
| AsstSec/CFO/SVP | 50.00 | 0.00 | $1,117,705 | $0 | $41,826 | Yes (X) | ||||
| Jobe Meredith | ||||||||||
| Sec/VP Gen Cnsl | 50.00 | 0.00 | $552,085 | $0 | $99,823 | Yes (X) | ||||
| Ashlock Mark | ||||||||||
| Sr VP Physician Strategy | 50.00 | 0.00 | $992,628 | $0 | $171,716 | Yes (X) | ||||
| Bancarz Gloria | ||||||||||
| VP/CNO | 50.00 | 0.00 | $606,893 | $0 | $91,040 | Yes (X) | ||||
| Beaman John | ||||||||||
| VP Finance/SFO | 50.00 | 0.00 | $585,422 | $0 | $125,832 | Yes (X) | ||||
| Church Lowell | ||||||||||
| VP Materiel Mgmt | 50.00 | 0.00 | $449,842 | $0 | $85,277 | Yes (X) | ||||
| Conklin Jeffrey | ||||||||||
| VP/Pres Managed Care | 50.00 | 0.00 | $589,571 | $0 | $134,970 | Yes (X) | ||||
| Doram Keith MD | ||||||||||
| VP Clin Effectiveness/CMO | 50.00 | 0.00 | $967,771 | $0 | $116,784 | Yes (X) | ||||
| Ferch Wayne | ||||||||||
| Sr VP/Pres CCR | 50.00 | 0.00 | $928,544 | $0 | $152,090 | Yes (X) | ||||
| Jakobsen Dag | ||||||||||
| VP/COO AHPS | 50.00 | 0.00 | $584,184 | $0 | $95,453 | Yes (X) | ||||
| Marchuk Robert | ||||||||||
| VP Ancillary Svcs | 50.00 | 0.00 | $376,306 | $0 | $84,156 | Yes (X) | ||||
| McKague Kirby | ||||||||||
| VP/CFO AHPS | 50.00 | 0.00 | $534,208 | $0 | $98,720 | Yes (X) | ||||
| Newmyer Joyce | ||||||||||
| Sr VP/Pres PNR | 50.00 | 0.00 | $735,505 | $0 | $153,530 | Yes (X) | ||||
| Olson JoAline | ||||||||||
| Sr VP/CHRO/Innovation | 50.00 | 0.00 | $865,815 | $0 | $145,082 | Yes (X) | ||||
| Rhodes Daniel | ||||||||||
| VP Phys/Home Hlth Cont | 50.00 | 0.00 | $277,873 | $0 | $36,503 | Yes (X) | ||||
| Soderblom Alan | ||||||||||
| VP/CIO | 50.00 | 0.00 | $780,154 | $0 | $97,417 | Yes (X) | ||||
| Zachary Beth | ||||||||||
| Sr VP/Pres SCR | 50.00 | 0.00 | $1,031,265 | $0 | $201,025 | Yes (X) | ||||
| Beehler Robert | ||||||||||
| VP Mkt Dev, M&A | 50.00 | 0.00 | $595,160 | $0 | $101,409 | Yes (X) | ||||
| Gordon Daniel | ||||||||||
| VP Financial Srvs | 50.00 | 0.00 | $429,008 | $0 | $80,261 | Yes (X) | ||||
| Gustin John | ||||||||||
| VP Facilities Mngt Const | 50.00 | 0.00 | $454,413 | $0 | $80,177 | Yes (X) | ||||
| Leyba Susan | ||||||||||
| VP Managed Care | 50.00 | 0.00 | $296,273 | $0 | $82,907 | Yes (X) | ||||
| Patterson Leeanne | ||||||||||
| VP Risk Mgmt | 50.00 | 0.00 | $392,749 | $0 | $41,713 | Yes (X) | ||||
| Wilson Kathleen | ||||||||||
| VP Benefits Admin | 50.00 | 0.00 | $421,614 | $0 | $70,103 | Yes (X) | ||||
| Eller Jeff | ||||||||||
| Sr VP/Pres NCR | 50.00 | 0.00 | $832,743 | $0 | $161,295 | Yes (X) | ||||
| Mendoza Sherry | ||||||||||
| VP/President WHR | 50.00 | 0.00 | $342,233 | $0 | $50,599 | Yes (X) | ||||
| Chilton Harold | ||||||||||
| VP Support Srvs | 50.00 | 0.00 | $473,834 | $0 | $91,410 | Yes (X) | ||||
| Tetz Doris | ||||||||||
| VP Strategy & Talent | 50.00 | 0.00 | $325,888 | $0 | $75,305 | Yes (X) | ||||
| Fink Matthew | ||||||||||
| Interim CIO | 50.00 | 0.00 | $185,700 | $0 | $0 | Yes (X) | ||||
| Cowan Joshua | ||||||||||
| VP Strategy/Communication | 50.00 | 0.00 | $295,839 | $0 | $78,487 | Yes (X) | ||||
| Dickinson Charles | ||||||||||
| VP Business Solutions | 50.00 | 0.00 | $215,215 | $0 | $54,172 | Yes (X) | ||||
| Nebel Karl | ||||||||||
| Sr VP/Chief Strategy/Inform Officer | 50.00 | 0.00 | $190,230 | $0 | $5,688 | Yes (X) | ||||
| Knitter Michael | ||||||||||
| VP Total Rewards | 50.00 | 0.00 | $85,314 | $0 | $11,764 | Yes (X) | ||||
| Ormerod David MD | ||||||||||
| VP/CMO AHPS | 50.00 | 0.00 | $304,466 | $0 | $22,797 | Yes (X) | ||||
| Fults Kendall | ||||||||||
| COO CVN | 50.00 | 0.00 | $402,850 | $0 | $804,398 | Yes (X) | ||||
| Raffoul John | ||||||||||
| President WMMC | 50.00 | 0.00 | $594,690 | $0 | $367,086 | Yes (X) | ||||
| Duffield Douglas | ||||||||||
| President SJCH | 50.00 | 0.00 | $752,706 | $0 | $103,782 | Yes (X) | ||||
| Waterman Rita | ||||||||||
| AVP Communications | 50.00 | 0.00 | $784,787 | $0 | $42,912 | Yes (X) | ||||
| Roberts Kevin | ||||||||||
| President GAMC | 50.00 | 0.00 | $657,337 | $0 | $128,432 | Yes (X) | ||||
| Carmen Robert | ||||||||||
| Former President/CEO | 0.00 | 0.00 | $358,716 | $0 | $7,952 | Yes (X) | ||||
| Russell Thomas | ||||||||||
| Former VP Pop Hlth Innov | 0.00 | 0.00 | $589,519 | $0 | $41,803 | Yes (X) | ||||
| Wehtje Rodney | ||||||||||
| Former Asst Sec/VP Treasurer | 0.00 | 0.00 | $388,431 | $0 | $41,835 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $25,402,578 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $127,909 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,002,159 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 490 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cerner Corporation | |||||
| 2800 Rockcreek Parkway | Kansas City | MO | 64117 | IT Solutions Mgmt | $42,716,128 |
| Deloitte Consulting LLP | |||||
| 980 9th St Ste 1800 | Sacramento | CA | 95814 | Hlthcare Consulting | $17,567,013 |
| Quest Media & Supplies Inc | |||||
| 5822 Roseville Rd | Sacramento | CA | 95842 | Contr Labor Cons | $4,022,538 |
| GE Healthcare | |||||
| 3000 N Grandview Blvd | Wawkecha | WI | 53188 | Hlthcare Consulting | $4,087,389 |
| Little Diversified | |||||
| 5815 Westpark Dr | Charlotte | NC | 28217 | Architectural Cons | $2,709,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 119 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $50,000 | AllOtherContributionsAmt |
| Total Contributions | $50,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Insurance Trust Reimburse | 900099 | $19,252,461 | $19,252,461 | |
| Management Fees | 900099 | $461,935,093 | $460,747,279 | $1,187,814 |
| Other Program Service Rev | 900099 | $3,907,444 | $3,907,444 | |
| Prtnrshp Inc Rltd Prgm Sr | 541900 | $125,552 | $125,552 | |
| Telemedicine | 621400 | $3,027,269 | $3,027,269 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,054 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,054 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $488,352,873 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,631,354 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $175,124 | UnrelatedBusinessRevenueAmt |
| Exclusion | $54,456,230 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,499,052 | TotalRevenueColumnAmt |
| Exclusion | $2,499,052 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $72,880 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $72,880 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,880 | TotalRevenueColumnAmt |
| Exclusion | $72,880 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,164,315 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,352,136 | SecuritiesAmt |
| Other | $1,161,599 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,352,136 | SecuritiesAmt |
| Other | $2,716 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,349,420 | TotalRevenueColumnAmt |
| Exclusion | -$2,349,420 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| Clinical Engineering | 811000 | $1,893,173 | $1,893,173 | ||
| Loss on debt refinancing | 900099 | -$20,472,763 | -$20,472,763 | ||
| Settlement receivable-PVH | 900099 | $1,997,795 | $1,997,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$16,581,795 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $526,674,944 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $489,037,302 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,381,663 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,205,979 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,600 | TotalAmt |
| Program Services | $368,600 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,337,499 | TotalAmt |
| Program Services | $24,337,499 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,245,358 | TotalAmt |
| Program Services | $232,245,358 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,626,643 | TotalAmt |
| Program Services | $13,626,643 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,645,676 | TotalAmt |
| Program Services | $11,645,676 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,588,061 | TotalAmt |
| Program Services | $44,588,061 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,690,951 | TotalAmt |
| Management And General | $3,690,951 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,931 | TotalAmt |
| Management And General | $1,125,931 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,754,599 | TotalAmt |
| Program Services | $22,754,599 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,377 | TotalAmt |
| Program Services | $392,377 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$5,111,576 | TotalAmt |
| Program Services | -$5,111,576 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,619,824 | TotalAmt |
| Program Services | $49,619,824 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,209,996 | TotalAmt |
| Program Services | $5,209,996 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,599,950 | TotalAmt |
| Program Services | $6,599,950 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,700 | TotalAmt |
| Program Services | $746,700 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,215,029 | TotalAmt |
| Program Services | $62,215,029 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,259,273 | TotalAmt |
| Program Services | $24,259,273 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,357 | TotalAmt |
| Program Services | $213,357 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Purchased services | $69,578,300 | $69,578,300 |
| Miscellaneous expenses | $2,988,027 | $2,988,027 |
| Equipment rentals | $1,425,760 | $1,425,760 |
| Income taxes | $206,030 | $206,030 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,726,365 | TotalAmt |
| Program Services | $567,909,483 | ProgramServicesAmt |
| Management And General | $4,816,882 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,700 | BOYAmt |
| EOY | $1,700 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,603,882 | BOYAmt |
| EOY | $9,390,454 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,004,170 | BOYAmt |
| EOY | $10,316,975 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,593,456 | BOYAmt |
| EOY | $32,508,281 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,412,700 | BOYAmt |
| EOY | $17,717,009 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,795,125 | BOYAmt |
| EOY | $21,679,600 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $351,650,380 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $163,637,635 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,934,817 | BOYAmt |
| EOY | $188,012,745 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,131,111 | BOYAmt |
| EOY | $970,262,117 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,396,770 | BOYAmt |
| EOY | $51,117,725 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,547,992 | BOYAmt |
| EOY | $927,309 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,332,660 | BOYAmt |
| EOY | $768,844,751 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,672,754,383 | BOYAmt |
| EOY | $2,070,778,666 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,846,721 | BOYAmt |
| EOY | $183,535,853 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $666,774 | BOYAmt |
| EOY | $447,677 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,990,000 | BOYAmt |
| EOY | $1,074,870,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,398,191 | BOYAmt |
| EOY | $543,145,845 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,926,779 | BOYAmt |
| EOY | $205,274,491 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,605,828,465 | BOYAmt |
| EOY | $2,007,273,866 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,879,138 | BOYAmt |
| EOY | $63,433,020 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,780 | BOYAmt |
| EOY | $71,780 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,925,918 | BOYAmt |
| EOY | $63,504,800 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,672,754,383 | BOYAmt |
| EOY | $2,070,778,666 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$46,051,421 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,896,904 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $37,733,399 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church | Yes (X) | ChurchInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $26,914 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,541,141 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,568,055 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1i - Other Activities Description | FormAndLineReferenceDesc |
| Explanation | Adventist Health engages lobbyists and belongs to industry and professional associations for which a portion of the membership dues is used for lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,114,944 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $21,830 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $55,539 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,131,235 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,140,516 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $26,705 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $52,377 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,114,944 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,103,082 | BeginningYearBalanceAmt |
| Contributions | $49,080 | ContributionsAmt |
| Investment Earnings Or Losses | $28,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,883 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,140,516 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,116,920 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28,777 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $42,615 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,103,082 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,119,409 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $40,580 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $43,069 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,116,920 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95580 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.04420 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,561,388 | OtherCostOrOtherBasisAmt |
| Book Value | $34,561,388 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,041,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,936,148 | DepreciationAmt |
| Book Value | $2,105,600 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,926,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,038,674 | DepreciationAmt |
| Book Value | $887,992 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $257,181,293 | OtherCostOrOtherBasisAmt |
| Depreciation | $155,662,813 | DepreciationAmt |
| Book Value | $101,518,480 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,939,285 | OtherCostOrOtherBasisAmt |
| Book Value | $48,939,285 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $188,012,745 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COPE Health Solutions | Desc |
| Book Value | $1,334,120 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Adhealth, Ltd | $150,000 | C |
| The Equitable | $81,100 | F |
| Aurora Policies (Split Dollar Life Ins) | $164,451 | C |
| Granite Bay Golf Club | $54,600 | C |
| Walla Walla House | $477,158 | C |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred financing costs | |
| Malpractice Trust Funds | $110,716,394 |
| Other Receivables | $49,442,196 |
| Receivables from Related Organizations | $608,686,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $768,844,751 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| Bond Interest Payable | $14,996,170 |
| Deferred Compensation Payable | $23,224,307 |
| Due to Trust Funds | $87,007,558 |
| Other Liabilities | $1,165,911 |
| Professional Liability | $76,040,961 |
| Workers Compensation Liability | $2,839,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $205,274,491 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | A $1M board-designated fund was established to honor a former AH president. The earnings are used to provide funding for paying college student interns and graduate student residents as they participate in tracks such as accounting/finance, human resources, communications and management with the goal of introducing the participants to career options in the integrated health care field. Individuals who participate in the program frequently become employed within the AH system upon completion of their academic studies. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central Amer & Caribbean | 0 | 0 | Passive Investments | Progr rel investment | $150,000 |
| Central Amer & Caribbean | 0 | 0 | Program Service | Reinsurance | $1,150,700 |
| East Asia & Pacific | 0 | 0 | Passive Investments | Legal Fees | $713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $1,301,413 | SubtotalSpentAmt |
| Total Spent | $1,301,413 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Gen Conference of SDA | ||||||||
| 12501 Old Columbia Pike | Silver Spring | MD | 30904 | 520643036 | 501(c)(3) | $150,000 | $0 | Pathway to Health LA |
| Kings Regional Health Found | ||||||||
| 1021 N Douty St | Hanford | CA | 93230 | 770578450 | 501(c)(3) | $30,000 | $0 | Health Services Grant |
| Loma Linda University | ||||||||
| 24760 Stewart St | Loma Linda | CA | 92354 | 951816009 | 501(c)(3) | $26,000 | $0 | Education Grant-School of Religion |
| Orangevale SDA School | ||||||||
| 5810 Pecan Ave | Orangevale | CA | 95662 | 680178156 | 501(c)(3) | $10,000 | $0 | Preschool Building Project |
| Pacific Union Conference | ||||||||
| 2686 Townsgate Rd | Westlake Vill | CA | 91361 | 951816050 | 501(c)(3) | $50,000 | $0 | Religious education grant |
| Pine Hills Adventist Academy | ||||||||
| 13500 Richards Ln | Auburn | CA | 95603 | 680260457 | 501(c)(3) | $10,000 | $0 | PHAA Building Project |
| Sacramento Adventist Academy | ||||||||
| 5601 Winding Way | Sacramento | CA | 95608 | 941431179 | 501(c)(3) | $55,000 | $0 | Education Grant & Building Project |
| White Memorial Med Ctr | ||||||||
| 1720 Cesar E Chavez Ave | Los Angeles | CA | 90033 | 952282647 | 501(c)(3) | $10,000 | $0 | Health Education Fund |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | The scholarships are paid directly to the colleges the recipients are attending, and are applied directly to the students' tuition. Funding provided to other organizations is provided to recipients with the understanding that the funds are being used only for the designated purposes. No monitoring is conducted by AH. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (42 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|
| Ashlock Mark | |||||||
| Sr VP Physician Strategy | $633,277 | $190,496 | $168,855 | $146,274 | $25,442 | $1,164,344 | $123,055 |
| Bancarz Gloria | |||||||
| VP/CNO | $363,903 | $149,106 | $93,884 | $78,279 | $12,761 | $697,933 | $53,646 |
| Beaman John | |||||||
| VP Finance/SFO | $403,170 | $103,341 | $78,911 | $78,394 | $47,438 | $711,254 | $47,200 |
| Beehler Robert | |||||||
| VP Mkt Dev, M&A | $371,088 | $114,750 | $109,322 | $75,970 | $25,439 | $696,569 | $58,547 |
| Carmen Robert | |||||||
| Former President/CEO | $358,716 | $7,952 | $366,668 | $358,716 | |||
| Chilton Harold | |||||||
| VP Support Srvs | $342,319 | $87,810 | $43,705 | $68,378 | $23,032 | $565,244 | |
| Church Lowell | |||||||
| VP Materiel Mgmt | $295,277 | $77,273 | $77,292 | $58,618 | $26,659 | $535,119 | $34,395 |
| Conklin Jeffrey | |||||||
| VP/Pres Managed Care | $435,685 | $116,109 | $37,777 | $92,135 | $42,835 | $724,541 | |
| Cowan Joshua | |||||||
| VP Strategy/Communication | $229,903 | $60,524 | $5,412 | $45,135 | $33,352 | $374,326 | |
| Dickinson Charles | |||||||
| VP Business Solutions | $184,932 | $30,283 | $37,740 | $16,432 | $269,387 | ||
| Doram Keith MD | |||||||
| VP Clin Effectiveness/CMO | $529,900 | $141,379 | $296,492 | $79,866 | $36,918 | $1,084,555 | $254,948 |
| Duffield Douglas | |||||||
| President SJCH | $441,951 | $92,448 | $218,307 | $74,908 | $28,874 | $856,488 | $189,409 |
| Eller Jeff | |||||||
| Sr VP/Pres NCR | $584,311 | $130,384 | $118,048 | $132,539 | $28,756 | $994,038 | $80,834 |
| Ferch Wayne | |||||||
| Sr VP/Pres CCR | $580,448 | $171,649 | $176,447 | $131,519 | $20,571 | $1,080,634 | $88,516 |
| Fink Matthew | |||||||
| Interim CIO | $185,700 | $185,700 | |||||
| Fults Kendall | |||||||
| COO CVN | $278,382 | $63,710 | $60,758 | $784,247 | $20,151 | $1,207,248 | $29,860 |
| Gordon Daniel | |||||||
| VP Financial Srvs | $291,358 | $77,273 | $60,377 | $54,870 | $25,391 | $509,269 | $28,637 |
| Gustin John | |||||||
| VP Facilities Mngt Const | $290,857 | $76,209 | $87,347 | $54,786 | $25,391 | $534,590 | $67,321 |
| Jakobsen Dag | |||||||
| VP/COO AHPS | $390,752 | $101,059 | $92,373 | $85,395 | $10,058 | $679,637 | $60,247 |
| Jobe Meredith | |||||||
| Sec/VP Gen Cnsl | $364,469 | $95,028 | $92,588 | $74,172 | $25,651 | $651,908 | $56,774 |
| Leyba Susan | |||||||
| VP Managed Care | $227,138 | $40,666 | $28,469 | $43,263 | $39,644 | $379,180 | $13,136 |
| Marchuk Robert | |||||||
| VP Ancillary Svcs | $265,838 | $70,821 | $39,647 | $47,522 | $36,634 | $460,462 | $20,916 |
| McKague Kirby | |||||||
| VP/CFO AHPS | $355,403 | $94,629 | $84,176 | $71,708 | $27,012 | $632,928 | $50,522 |
| Mendoza Sherry | |||||||
| VP/President WHR | $248,172 | $64,837 | $29,224 | $16,233 | $34,366 | $392,832 | |
| Nebel Karl | |||||||
| Sr VP/Chief Strategy/Inform Officer | $111,644 | $65,000 | $13,586 | $5,688 | $195,918 | ||
| Newmyer Joyce | |||||||
| Sr VP/Pres PNR | $569,710 | $148,212 | $17,583 | $128,988 | $24,542 | $889,035 | |
| Olson JoAline | |||||||
| Sr VP/CHRO/Innovation | $508,787 | $154,500 | $202,528 | $112,716 | $32,366 | $1,010,897 | $112,005 |
| Ormerod David MD | |||||||
| VP/CMO AHPS | $33,605 | $113,715 | $157,146 | $14,484 | $8,313 | $327,263 | $131,048 |
| Patterson Leeanne | |||||||
| VP Risk Mgmt | $290,949 | $75,012 | $26,788 | $16,321 | $25,392 | $434,462 | |
| Raffoul John | |||||||
| President WMMC | $398,002 | $105,515 | $91,173 | $342,544 | $24,542 | $961,776 | $41,354 |
| Reiner Scott | |||||||
| Dir/Pres/CEO | $1,018,912 | $299,575 | $393,047 | $249,575 | $36,698 | $1,997,807 | $326,648 |
| Rhodes Daniel | |||||||
| VP Phys/Home Hlth Cont | $230,915 | $39,559 | $7,399 | $16,180 | $20,323 | $314,376 | |
| Roberts Kevin | |||||||
| President GAMC | $491,623 | $61,280 | $104,434 | $108,222 | $20,210 | $785,769 | $82,535 |
| Russell Thomas | |||||||
| Former VP Pop Hlth Innov | $430,508 | $117,646 | $41,365 | $16,361 | $25,442 | $631,322 | |
| Soderblom Alan | |||||||
| VP/CIO | $443,100 | $117,813 | $219,241 | $60,719 | $36,698 | $877,571 | $182,963 |
| Tetz Doris | |||||||
| VP Strategy & Talent | $261,060 | $51,892 | $12,936 | $46,204 | $29,101 | $401,193 | |
| Wagner Jack | |||||||
| AsstSec/CFO/SVP | $698,200 | $200,386 | $219,119 | $16,384 | $25,442 | $1,159,531 | |
| Waterman Rita | |||||||
| AVP Communications | $173,234 | $36,108 | $575,445 | $32,167 | $10,745 | $827,699 | $558,768 |
| Wehtje Rodney | |||||||
| Former Asst Sec/VP Treasurer | $380,418 | $8,013 | $16,393 | $25,442 | $430,266 | ||
| Wilson Kathleen | |||||||
| VP Benefits Admin | $285,710 | $73,682 | $62,222 | $57,389 | $12,714 | $491,717 | $33,203 |
| Wing Bill | |||||||
| Dir/Pres/COO | $855,884 | $253,689 | $209,482 | $203,961 | $34,394 | $1,557,410 | $155,912 |
| Zachary Beth | |||||||
| Sr VP/Pres SCR | $696,556 | $171,232 | $163,477 | $168,659 | $32,366 | $1,232,290 | $113,672 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | All items checked on this line are reported as taxable income to the employee, except first class or charter travel, which is only approved for business purposes on an exception basis. |
| Part II, Compensation from Unrelated Organizations | Adventist Health entered into an agreement with B.E.Smith for interim leadership and executive search services. In August 2016, Matthew Fink and Adventist Health agreed for him to step into the role of Interim CIO while a search for a permanent placement was made. B.E.Smith employed Matthew Fink and was responsible for his compensation package, including benefits. Adventist Health paid B.E. Smith for professional services tendered by Matthew Fink in the amount of $185,700 plus ordinary and necessary travel expenses reimbursed under an accountable plan related to his assignment with Adventist Health. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CSCDA Series A | ||||||||
| A | 680164610 | 1307957C5 | 2007-05-08 | $57,500,000 | See Schedule O | false | false | false |
| CHFFA Series B | ||||||||
| B | 521643828 | 13033LBC0 | 2009-05-20 | $30,000,000 | See Schedule O | false | false | false |
| CHFFA Series C | ||||||||
| C | 521643828 | 13033F8B9 | 2009-05-20 | $56,309,648 | See Schedule O | false | false | false |
| HFA | ||||||||
| D | 931266280 | 62551PBS5 | 2009-09-30 | $66,147,216 | See Schedule O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,075,000 | $57,140,625 | $3,912,969 | $643,910 | $1,409,177 | $50,966,616 | 2010 | false | false | Yes (true) | Yes (true) | |
| B | $30,000,000 | $299,917 | $29,699,958 | 2009 | false | false | Yes (true) | Yes (true) | ||||
| C | $49,495,000 | $56,309,648 | $1,755,195 | $559,042 | 2009 | Yes (true) | false | Yes (true) | Yes (true) | $50,119,642 | ||
| D | $66,147,216 | $6,112,175 | $886,660 | 2009 | Yes (true) | false | Yes (true) | Yes (true) | $59,011,989 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | Yes (true) |
| C | false | false | false | false | false | false | Yes (true) |
| D | false | false | false | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | Yes (true) |
| B | false | false | false | Yes (true) | false | false | false | Yes (true) |
| C | false | false | false | Yes (true) | false | false | false | Yes (true) |
| D | false | false | false | Yes (true) | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part VI | FormAndLineReferenceDesc |
| Explanation | NOTE - Multiple schedules are being filed.CSCDA - California Statewide Communities Development AuthorityCHFFA - California Health Facilities Financing AuthorityHFA - The Hospital Facilities Authority of Multnomah County, OregonSchedule 1, Part II, Line 7, Column A - Bond issued on 5/08/2007, CUSIP#1307957C5 - cost of issuance greater than estimated at the time of filing 8038.Schedule 1, Part IV, Line 2(c), Column A - Bond issued on 5/08/2007, CUSIP#1307957C5 - rebate calculation performed on July 9, 2012.Schedule 1, Part IV, Line 2(c), Column B - Bond issued on 5/20/2009, CUSIP#13033LBC0 - rebate calculation performed on July 31,2014.Schedule 1, Part IV, Line 2(c), Column C - Bond issued on 5/20/2009, CUSIP#13033F8B9 - rebate calculation performed on July 31,2014.Schedule 1, Part IV, Line 2(c), Column D - Bond issued on 9/30/2009, CUSIP#62551PBS5 - rebate calculation performed on November 10,2014.Schedule 2, Part IV, Line 2(c), Column A - Bond issued on 6/09/2011 - rebate calculation performed on July 25, 2016. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CHFFA | ||||||||
| A | 521643828 | 000000000 | 2011-06-09 | $130,000,000 | See Schedule O | false | false | false |
| CHFFA | ||||||||
| B | 521643828 | 13033LS65 | 2013-02-14 | $208,420,907 | See Schedule O | false | false | false |
| CHFFA | ||||||||
| C | 521643828 | 13033LS57 | 2013-02-14 | $100,741,934 | See Schedule O | false | false | false |
| CSCDA | ||||||||
| D | 680164610 | 13080SJL9 | 2015-06-30 | $157,990,834 | See Schedule O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $10,640,000 | $130,000,000 | $478,200 | $129,521,800 | 2015 | false | false | Yes (true) | Yes (true) | |
| B | $61,138,100 | $208,420,907 | $979,927 | 2016 | Yes (true) | false | Yes (true) | Yes (true) | $207,440,930 | |
| C | $2,966,900 | $100,741,934 | $741,934 | $100,000,000 | 2016 | Yes (true) | false | Yes (true) | Yes (true) | |
| D | $2,774,897 | $157,990,834 | $1,493,445 | Yes (true) | false | false | $156,488,239 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Private Bus Use By OthersPrivateBusUseByOthersPct |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) | |||
| B | false | false | false | false | false | false | Yes (true) | 0.00022 | 0.00022 | |
| C | false | false | false | false | false | false | Yes (true) | |||
| D | false | false | false | false | false | false | Yes (true) | 0.00020 | 0.00020 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | false | false | false | Yes (true) | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CSCDA | ||||||||
| A | 680164610 | 13080SJM7 | 2015-06-30 | $42,422,999 | See Schedule O | false | false | false |
| CHFFA Series A | ||||||||
| B | 521643828 | 13032UGL6 | 2016-09-08 | $309,720,490 | See Schedule O | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $745,103 | $42,422,999 | $420,423 | $23,661,477 | $2,576 | $18,338,523 | false | false | false | |
| B | $309,720,490 | $2,280,369 | $307,440,121 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | Yes (true) |
| B | false | false | false | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (31 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SoderblomA | |||||||
| Key Emp | Relocate | Yes (X) | $100,000 | $64,600 | false | Yes (true) | Yes (true) |
| DoramK | |||||||
| Key Emp | Relocate | Yes (X) | $100,000 | $62,600 | false | Yes (true) | Yes (true) |
| AshlockM | |||||||
| Key Emp | Relocate | Yes (X) | $150,000 | $127,200 | false | Yes (true) | Yes (true) |
| OlsonJ | |||||||
| Key Emp | Relocate | Yes (X) | $200,000 | $76,500 | false | Yes (true) | Yes (true) |
| ConklinJ | |||||||
| Key Emp | Relocate | Yes (X) | $125,000 | $59,588 | false | Yes (true) | Yes (true) |
| BeamanJ | |||||||
| Key Emp | Relocate | Yes (X) | $125,000 | $109,150 | false | Yes (true) | Yes (true) |
| RobertsK | |||||||
| H Pd EE | Relocate | Yes (X) | $400,000 | $388,000 | false | Yes (true) | Yes (true) |
| FerchW | |||||||
| Key Emp | Relocate | Yes (X) | $150,000 | $138,600 | false | Yes (true) | Yes (true) |
| GordonD | |||||||
| Key Emp | Relocate | Yes (X) | $100,000 | $92,850 | false | Yes (true) | Yes (true) |
| BeehlerB | |||||||
| Key Emp | Relocate | Yes (X) | $100,000 | $94,100 | false | Yes (true) | Yes (true) |
| EllerJ | |||||||
| Key Emp | Relocate | Yes (X) | $300,000 | $296,400 | false | Yes (true) | Yes (true) |
| WagnerJ | |||||||
| Officer | Relocate | Yes (X) | $200,000 | $195,600 | false | Yes (true) | Yes (true) |
| JobeM | |||||||
| Officer | Relocate | Yes (X) | $100,000 | $95,800 | false | Yes (true) | Yes (true) |
| NewmyerJ | |||||||
| Key Emp | Relocate | Yes (X) | $150,000 | $147,600 | false | Yes (true) | Yes (true) |
| TetzD | |||||||
| Key Emp | Relocate | Yes (X) | $100,000 | $98,200 | false | Yes (true) | Yes (true) |
| Cowan J | |||||||
| Key Emp | Relocate | Yes (X) | $100,000 | $99,300 | false | Yes (true) | Yes (true) |
| DickinsonC | |||||||
| Key Emp | Relocate | Yes (X) | $99,900 | $99,700 | false | Yes (true) | Yes (true) |
| Wing B | |||||||
| Key Emp | Relocate | Yes (X) | $200,000 | $199,200 | false | Yes (true) | Yes (true) |
| Ashlock M | |||||||
| Employee | DCmp split$ life ins | Yes (X) | $3,486,766 | $2,956,666 | false | Yes (true) | Yes (true) |
| Beaman J | |||||||
| Employee | DCmp split$ life ins | Yes (X) | $703,254 | $588,712 | false | false | false |
| Eller J | |||||||
| Employee | DCmp split$ life ins | Yes (X) | $4,637,079 | $3,917,572 | false | false | false |
| Ferch W | |||||||
| Employee | DCmp split$ life ins | Yes (X) | $653,935 | $574,679 | false | false | false |
| Newmyer J | |||||||
| Employee | DCmp split$ life ins | Yes (X) | $4,190,123 | $3,547,984 | false | false | false |
| Olson J | |||||||
| Employee | DCmp split$ life ins | Yes (X) | $1,743,610 | $1,505,768 | false | false | false |
| Reiner S | |||||||
| Employee | DCmp split$ life ins | Yes (X) | $6,018,095 | $5,119,980 | false | false | false |
| Wagner J | |||||||
| Employee | DCmp split$ life ins | Yes (X) | $6,246,577 | $5,496,651 | false | false | false |
| Wing B | |||||||
| Employee | DCmp split$ life ins | Yes (X) | $5,121,262 | $4,341,039 | false | false | false |
| Zachary B | |||||||
| Employee | DCmp split$ life ins | Yes (X) | $1,897,406 | $1,673,742 | false | false | false |
| Duffield D | |||||||
| H Pd EE | Relocation | Yes (X) | $150,000 | $143,600 | false | Yes (true) | Yes (true) |
| Chilton H | |||||||
| Key Emp | Relocation | Yes (X) | $100,000 | $97,300 | false | Yes (true) | Yes (true) |
| Knitter M | |||||||
| Key EE | Relocation | Yes (X) | $100,000 | $99,600 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $32,508,281 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| WGW-CA LLC | |||
| Brd Memb JV | $11,550,000 | LLC JV Loan | false |
| SimDarran | |||
| FO Son-in-law | $75,817 | Employment | false |
| Wehtje-SimCambria | |||
| FO Daughter | $94,929 | Employment | false |
| EllerEric | |||
| Key EE Son | $61,309 | Employment | false |
| WagnerBrent | |||
| Officer Son | $87,353 | Employment | false |
| JobeCarol | |||
| Officer Wife | $23,755 | Employment | false |
| Bancarz Theodore | |||
| Key EE Brother | $90,480 | Employment | false |
| Bancarz Michelle | |||
| KeyEE Sis-inLaw | $114,738 | Employment | false |
| ReinerChristian | |||
| Officer Son | $47,364 | Employment | false |
| Carmen Kimberly | |||
| FO Daughter | $40,360 | Employment | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part V Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Part IV, Page 1, Line 1Melody Gabriel, an AH director, and her husband are owners and officers of businesses that engage in joint ventures with AH and member hospitals. Other family members with ownership and officer positions in these businesses include her parents, her brother and his wife, and trusts established on behalf of her children. The ventures are organized as LLCs. At the end of 2016, AH had provided $11.55M in the form of secured and unsecured market rate interest bearing loans to PVHR, LLC, which is 50% controlled by another LLC of which Ms. Gabriel and her family have a controlling interest. Interest is accruing on these loans and at the end of 2016 was about $4.56M. In addition at the end of 2016, AH had an outstanding loan of $2.64M to another LLC in which Ms. Gabriel and her family have a 90% interest. Principle payments are being made on the smaller loan. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Strategic PlanningTo strengthen our ability to deliver optimal health, Adventist Health deployed a robust and aggressive strategic plan in 2013 which continues to evolve and now looks at strategy through 2020 and beyond. Guided by our mission, this plan positions our organization as one of the most significant health systems on the West Coast. Our growing system already has achieved several important metrics. We are working diligently and in innovative ways to transform how we care for our communities. Our proactive approach to whole-person health is reflected not just in our wellness programs, but across the entire care continuum. For Adventist Health this includes physician alignment, patient experience and workforce wellness.Expanding our scope and services is also a major component of our strategic initiatives. We are actively seeking opportunities to create new working relationships with hospitals, other providers, payersand even some competitorsthat align with our goals and extend our mission. Throughout our health system, our engaged workforce is leading the way to make a difference in the lives of the more than six million lives touched in 2016. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Individuals who represent the Seventh-day Adventist Church and lay people who are in good standing with the Seventh-day Adventist Church serve as members of Adventist Health System/West. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | Annually the members meet for the purpose of conducting the business of the membership. Actions are taken as required to enable Adventist Health System/West to continue operating in concert with its Articles and Bylaws. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | Board appointments are approved by the membership. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The completed Form 990 is shared with members of the corporation's board of directors by electronic communication for their review prior to filing. A special board meeting is scheduled to answer questions and receive input from the board prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | During the first quarter of each year, the annual conflict of interest questionnaire is sent to board members, 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 remind the recipient that if any perceived conflict should arise before the next annual questionnaire, he/she is to notify the CEO immediately. The internal audit staff reviews these questionnaires and disclosures each year during the audit process. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | See explanation of process for setting CEO compensation on the below Form 990, Part VI, Line 15b explanation. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Adventist Health System/West board of directors has established a Human Performance (fka Compensation) Committee to oversee the executive compensation program. This committee is composed of independent directors with no conflicts of interest. The committee performs the following functions: recommends a total compensation philosophy to the board; assures compliance with the board-approved philosophy; meets annually to review comparability data from outside consultants; recommends any adjustments to current executive compensation that would be indicated by the data, including salary ranges for the organization's Executive Cabinet; evaluates executive performance against annual goals; recommends appropriate incentive awards to the board for approval; follows a diligent process that meets regulatory requirements for a rebuttable presumption of reasonableness; records committee deliberations and decisions in timely minutes; selects, engages and supervises any consultant hired to advise and provide comparability data.The board-approved executive compensation philosophy specifies that salary ranges will be established for executives with midpoints set at the median of the peer group and having a 50 percent spread (about 20% above and below midpoint) from minimum to maximum. The CEO and Sr Vice Presidents (Executive Cabinet) have a maximum potential incentive of 30 percent of base salary. (This incentive potential is less than the industry norm.) Other executives have a maximum potential incentive of 25 percent of base salary. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The corporation does not make its governing documents publicly available beyond required filings of articles of incorporation with the secretary of state. The corporation does not make its conflict of interest policy available upon request. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Restatement of PY Unrestricted Net Assets balance = $25623051 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Transfers from related organizations = $12110348 |
| Sch K (2nd), Part 1, Column (f), Line A | Acquire, construct and equip the following health care facilities:Adventist Health Clearlake Hospital Inc, Clearlake, CAFeather River Hospital, Paradise, CAGlendale Adventist Medical Center, Glendale, CASt. Helena Hospital, St. Helena, CASimi Valley Hospital and Health Care Services, Simi Valley, CAAcquire and install a clinical information system:Adventist Health System/West, Roseville, CA |
| Sch K, Part 1, Column (f), Line C | Refund outstanding balance of the following bond issues:1991 California Health Facilities Financing Authority (AHS/West Series A) bonds issued July 23, 19911991 California Health Facilities Financing Authority (AHS/West Series B) bonds issued September 25, 19911991 City of Glendale (AHS/West Series A) bonds issued July 23, 1991 |
| Sch K, Part 1, Column (f), Line D | Refinance a bank loan used to construct, equip and improve:Adventist Medical Center - Portland, Portland, OR |
| Schedule K (2nd), Part 1, Column (f), Line B | Refund outstanding balance of the following bond issues:2002 California Health Facilities Financing Authority (AHS/West Series A) bonds issued March 20, 20022002 California Health Facilities Financing Authority (AHS/West Series B) bonds issued March 20, 20022003 California Health Facilities Financing Authority (AHS/West Series A) bonds issued July 1, 2003 |
| Schedule K (2nd), Part 1, Column (f), Line C | Acquire, construct, and equip the following health care facilities:Central Valley General Hospital, Hanford, CAFeather River Hospital, Paradise, CAWillits Hospital, Inc, Willits, CAHanford Community Hospital, Hanford, CASan Joaquin Community Hospital, Bakersfield, CAUkiah Valley Hospital, Ukiah, CAAcquire and install a clinical information system:Adventist Health System/West, Roseville, CA |
| Schedule K (2nd), Part 1, Column (f), Line D | Refund outstanding balance of the following bond issue:2005 California Statewide Communities Development Authority (AHS/West Series A) bonds issued October 18, 2005 |
| Schedule K (3rd), Part 1, Column (f), Line A | Acquire, construct and equip the following health care facilities:Hanford Community Hospital, Hanford, CASt. Helena Hospital, St. Helena, CA |
| Schedule K (3rd), Part 1, Column (f), Line A | Advanced refund outstanding balance of the following bond issues:1998 California Health Facilities Financing Authority (AHS/West Series A) bonds issued February 18, 19982007 California Statewide Communities Development Authority (AHS/West Series B) bonds issued May 8, 20072007 California Statewide Communities Development Authority (Lodi) bonds issued December 13, 20072009 California Health Facilities Financing Authority (AHS/West Series A) bonds issued May 20, 2009 |
| Schedule K, Part 1, Column (f), Line A | Construct, equip and remodel the following health care facilities:Feather River Hospital, Paradise, CAHanford Community Hospital, Hanford, CASimi Valley Hospital and Health Care Services, Simi Valley, CA |
| Schedule K, Part 1, Column(f), Line B | Acquire, construct and equip the following health care facilities:Adventist Health Clearlake Hospital Inc, Clearlake, CAFeather River Hospital, Paradise, CAGlendale Adventist Medical Center, Glendale, CAHanford Community Hospital, Hanford, CASt. Helena Hospital, St. Helena, CASimi Valley Hospital and Health Care Services, Simi Valley, CA |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Adventist Hlth Clearlake Hosp Inc | ||||||||||
| 15630 18th Ave | Clearlake | CA | 95422 | 680395149 | Hospital | CA | 501(c)(3) | 3 | Adventist Health SystemWest | Yes (true) |
| Castle Medical Center | ||||||||||
| 640 Ulukahiki St | Kailua | HI | 96734 | 990107330 | Hospital | HI | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Feather River Hospital | ||||||||||
| 5974 Pentz Rd | Paradise | CA | 95969 | 941101228 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Glendale Adventist Medical Center | ||||||||||
| 1509 Wilson Ter | Glendale | CA | 91206 | 951816017 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Hanford Community Hospital | ||||||||||
| 115 Mall Dr | Hanford | CA | 93230 | 940535360 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Northwest Med Fnd of Tillamook | ||||||||||
| 1000 Third St | Tillamook | OR | 97141 | 930622075 | Hospital | OR | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Paradise Valley Hospital | ||||||||||
| 2100 Douglas Blvd | Roseville | CA | 95661 | 951816034 | Discontinued Operations | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Portland Adventist Medical Center | ||||||||||
| 10123 SE Market St | Portland | OR | 97216 | 930429015 | Hospital | OR | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| St Helena Hospital | ||||||||||
| 10 Woodland Rd | St Helena | CA | 94574 | 941279779 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Simi Valley Hosp & Hlth Care Srvs | ||||||||||
| 2975 N Sycamore Dr | Simi Valley | CA | 93065 | 956064971 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Sonora Community Hospital | ||||||||||
| 1000 Greenley Rd | Sonora | CA | 95370 | 941415069 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Ukiah Adventist Hospital | ||||||||||
| 275 Hospital Dr | Ukiah | CA | 95482 | 941639901 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Walla Walla General Hospital | ||||||||||
| 1025 S Second Ave | Walla Walla | WA | 99362 | 910617726 | Hospital | WA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| White Memorial Medical Center | ||||||||||
| 1720 Cesar E Chavez Ave | Los Angeles | CA | 90033 | 952282647 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Willits Hospital Inc | ||||||||||
| 1 Marcela Dr | Willits | CA | 95490 | 680108919 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Adventist Health Physicians Network | ||||||||||
| 2100 Douglas Blvd | Roseville | CA | 95661 | 680357690 | Medical Foundation | CA | 501(c)(3) | 11b, II | Adventist Health SystemWest | Yes (true) |
| Adv Hlth So California Med Fnd | ||||||||||
| 2100 Douglas Blvd | Roseville | CA | 95661 | 954424391 | Discontinued Operations | CA | 501(c)(3) | 11c, III-FI | Adventist Health SystemWest | Yes (true) |
| San Joaquin Community Hospital | ||||||||||
| 2615 Chester Avenue | Bakersfield | CA | 93301 | 952294234 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Reedley Community Hospital | ||||||||||
| 372 W Cypress Ave | Reedley | CA | 93654 | 453220509 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Western Health Resources | ||||||||||
| 2100 Douglas Blvd | Roseville | CA | 95661 | 953867863 | Home care | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
| Lodi Memorial Hospital Assn Inc | ||||||||||
| 975 S Fairmont Ave | Lodi | CA | 95240 | 941044474 | Hospital | CA | 501(c)(3) | 3 | Adventist Health SystemWest | Yes (true) |
| Adventist Hlth Medical Ctr Tehachapi | ||||||||||
| 115 W E St | Tehachapi | CA | 93561 | 812240617 | Hospital | CA | 501(c)(3) | 1 | Adventist Health SystemWest | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | South Coast Medical Center | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 Douglas Blvd | AddressLine1Txt |
| City | Roseville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952037291 | EIN |
| Primary Activities | Wind down after sale of hospital | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C corp | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |