2017-11-15T23:58:40-08:00 2016-12-31 990 2016-01-01 953484589 Adventist Health SystemWest DBA Adventist Health ADVE 9167812000 2100 Douglas Blvd Roseville CA 95661 Jack W Wagner AsstSec/CFO/SVP 2017-11-15 false 2016 2021-01-29 14:40:06Z Scott Reiner 530188679 false false 1071 X www.adventisthealth.org X 1980 CA Living Gods love by inspiring health, wholeness and hope. 11 7 1605 3381663 413465 100 50000 293372514 488352873 50143599 54780986 3449335 -16508915 346965548 526674944 2256600 368600 0 190323313 326443237 0 0 169382999 245914528 361962912 572726365 -14997364 -46051421 1672754383 2070778666 1605828465 2007273866 66925918 63504800 X Living Gods love by inspiring health, wholeness and hope. false false 567909483 604200 486687882 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. 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. 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. 567909483 true true false true false false false false false true true false false true true false false true false false true false false false false false false true false true true false false false false false true false false false false false false false false false true true false false false true 9032 0 true 1605 true true true false false false false false false 0 false false false false false false false false false false X 11 7 false false false false true true true true true false false true true true true true true true true true true X Jack Wagner 9167812000 2100 Douglas Blvd Roseville CA 95661 X Dickinson Charles Director 4.00 0.00 X 2249 0 0 Freedman John Director/VChair 4.00 0.00 X X 300 0 0 Friestad Christine Director 4.00 0.00 X 968 0 0 Gabriel Melody Director 4.00 0.00 X 2269 0 0 Graham Ricardo Director/Chair 4.00 0.00 X X 4246 0 0 Heinrich Kerry Director 4.00 0.00 X 683 0 0 Innocent Larry Director 4.00 0.00 X 1503 0 0 Reimche Allan Director 4.00 0.00 X 4407 0 0 Rippey Wesley Director 4.00 0.00 X 1861 127909 0 Salazar Velino Director 4.00 0.00 X 3915 0 0 Torkelsen Max Director/VChair 4.00 0.00 X X 4102 0 0 Reiner Scott Dir/Pres/CEO 50.00 0.00 X X 1711534 0 286273 Wing Bill Dir/Pres/COO 50.00 0.00 X X 1319055 0 238355 Wagner Jack AsstSec/CFO/SVP 50.00 0.00 X 1117705 0 41826 Jobe Meredith Sec/VP Gen Cnsl 50.00 0.00 X 552085 0 99823 Ashlock Mark Sr VP Physician Strategy 50.00 0.00 X 992628 0 171716 Bancarz Gloria VP/CNO 50.00 0.00 X 606893 0 91040 Beaman John VP Finance/SFO 50.00 0.00 X 585422 0 125832 Church Lowell VP Materiel Mgmt 50.00 0.00 X 449842 0 85277 Conklin Jeffrey VP/Pres Managed Care 50.00 0.00 X 589571 0 134970 Doram Keith MD VP Clin Effectiveness/CMO 50.00 0.00 X 967771 0 116784 Ferch Wayne Sr VP/Pres CCR 50.00 0.00 X 928544 0 152090 Jakobsen Dag VP/COO AHPS 50.00 0.00 X 584184 0 95453 Marchuk Robert VP Ancillary Svcs 50.00 0.00 X 376306 0 84156 McKague Kirby VP/CFO AHPS 50.00 0.00 X 534208 0 98720 Newmyer Joyce Sr VP/Pres PNR 50.00 0.00 X 735505 0 153530 Olson JoAline Sr VP/CHRO/Innovation 50.00 0.00 X 865815 0 145082 Rhodes Daniel VP Phys/Home Hlth Cont 50.00 0.00 X 277873 0 36503 Soderblom Alan VP/CIO 50.00 0.00 X 780154 0 97417 Zachary Beth Sr VP/Pres SCR 50.00 0.00 X 1031265 0 201025 Beehler Robert VP Mkt Dev, M&A 50.00 0.00 X 595160 0 101409 Gordon Daniel VP Financial Srvs 50.00 0.00 X 429008 0 80261 Gustin John VP Facilities Mngt Const 50.00 0.00 X 454413 0 80177 Leyba Susan VP Managed Care 50.00 0.00 X 296273 0 82907 Patterson Leeanne VP Risk Mgmt 50.00 0.00 X 392749 0 41713 Wilson Kathleen VP Benefits Admin 50.00 0.00 X 421614 0 70103 Eller Jeff Sr VP/Pres NCR 50.00 0.00 X 832743 0 161295 Mendoza Sherry VP/President WHR 50.00 0.00 X 342233 0 50599 Chilton Harold VP Support Srvs 50.00 0.00 X 473834 0 91410 Tetz Doris VP Strategy & Talent 50.00 0.00 X 325888 0 75305 Fink Matthew Interim CIO 50.00 0.00 X 185700 0 0 Cowan Joshua VP Strategy/Communication 50.00 0.00 X 295839 0 78487 Dickinson Charles VP Business Solutions 50.00 0.00 X 215215 0 54172 Nebel Karl Sr VP/Chief Strategy/Inform Officer 50.00 0.00 X 190230 0 5688 Knitter Michael VP Total Rewards 50.00 0.00 X 85314 0 11764 Ormerod David MD VP/CMO AHPS 50.00 0.00 X 304466 0 22797 Fults Kendall COO CVN 50.00 0.00 X 402850 0 804398 Raffoul John President WMMC 50.00 0.00 X 594690 0 367086 Duffield Douglas President SJCH 50.00 0.00 X 752706 0 103782 Waterman Rita AVP Communications 50.00 0.00 X 784787 0 42912 Roberts Kevin President GAMC 50.00 0.00 X 657337 0 128432 Carmen Robert Former President/CEO 0.00 0.00 X 358716 0 7952 Russell Thomas Former VP Pop Hlth Innov 0.00 0.00 X 589519 0 41803 Wehtje Rodney Former Asst Sec/VP Treasurer 0.00 0.00 X 388431 0 41835 25402578 127909 5002159 490 true true true Cerner Corporation 2800 Rockcreek Parkway Kansas City MO 64117 IT Solutions Mgmt 42716128 Deloitte Consulting LLP 980 9th St Ste 1800 Sacramento CA 95814 Hlthcare Consulting 17567013 Quest Media & Supplies Inc 5822 Roseville Rd Sacramento CA 95842 Contr Labor Cons 4022538 GE Healthcare 3000 N Grandview Blvd Wawkecha WI 53188 Hlthcare Consulting 4087389 Little Diversified 5815 Westpark Dr Charlotte NC 28217 Architectural Cons 2709560 119 50000 50000 Insurance Trust Reimburse 900099 19252461 19252461 Management Fees 900099 461935093 460747279 1187814 Other Program Service Rev 900099 3907444 3907444 Prtnrshp Inc Rltd Prgm Sr 541900 125552 125552 Telemedicine 621400 3027269 3027269 105054 105054 488352873 54631354 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0 930332660 768844751 1672754383 2070778666 110846721 183535853 666774 447677 992990000 1074870000 307398191 543145845 193926779 205274491 1605828465 2007273866 X 66879138 63433020 46780 71780 66925918 63504800 1672754383 2070778666 X -46051421 4896904 37733399 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 26914 false true 1541141 1568055 false false Part II-B, Line 1i - Other Activities Description Adventist Health engages lobbyists and belongs to industry and professional associations for which a portion of the membership dues is used for lobbying activities. 1114944 50000 21830 55539 1131235 1140516 100 26705 52377 1114944 1103082 49080 28237 39883 1140516 1116920 28777 42615 1103082 1119409 40580 43069 1116920 0.95580 0.04420 false false false 34561388 34561388 8041748 5936148 2105600 2926666 2038674 887992 257181293 155662813 101518480 48939285 48939285 188012745 COPE Health Solutions 1334120 F Adhealth, Ltd 150000 C The Equitable 81100 F Aurora Policies (Split Dollar Life Ins) 164451 C Granite Bay Golf Club 54600 C Walla Walla House 477158 C Deferred financing costs Malpractice Trust Funds 110716394 Other Receivables 49442196 Receivables from Related Organizations 608686161 768844751 Bond Interest Payable 14996170 Deferred Compensation Payable 23224307 Due to Trust Funds 87007558 Other Liabilities 1165911 Professional Liability 76040961 Workers Compensation Liability 2839584 205274491 Part V, Line 4: Intended uses of the endowment fund. 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. Central Amer & Caribbean 0 0 Passive Investments Progr rel investment 150000 Central Amer & Caribbean 0 0 Program Service Reinsurance 1150700 East Asia & Pacific 0 0 Passive Investments Legal Fees 713 1301413 1301413 false false false false false false true Gen Conference of SDA 12501 Old Columbia Pike Silver Spring MD 30904 520643036 501(c)(3) 150000 0 Pathway to Health LA Kings Regional Health Found 1021 N Douty St Hanford CA 93230 770578450 501(c)(3) 30000 0 Health Services Grant Loma Linda University 24760 Stewart St Loma Linda CA 92354 951816009 501(c)(3) 26000 0 Education Grant-School of Religion Orangevale SDA School 5810 Pecan Ave Orangevale CA 95662 680178156 501(c)(3) 10000 0 Preschool Building Project Pacific Union Conference 2686 Townsgate Rd Westlake Vill CA 91361 951816050 501(c)(3) 50000 0 Religious education grant Pine Hills Adventist Academy 13500 Richards Ln Auburn CA 95603 680260457 501(c)(3) 10000 0 PHAA Building Project Sacramento Adventist Academy 5601 Winding Way Sacramento CA 95608 941431179 501(c)(3) 55000 0 Education Grant & Building Project White Memorial Med Ctr 1720 Cesar E Chavez Ave Los Angeles CA 90033 952282647 501(c)(3) 10000 0 Health Education Fund 8 0 Grantmaker's Description of How Grants are Used 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. X X X X true true X X X X true true false false false false false false false false Ashlock Mark Sr VP Physician Strategy 633277 190496 168855 146274 25442 1164344 123055 Bancarz Gloria VP/CNO 363903 149106 93884 78279 12761 697933 53646 Beaman John VP Finance/SFO 403170 103341 78911 78394 47438 711254 47200 Beehler Robert VP Mkt Dev, M&A 371088 114750 109322 75970 25439 696569 58547 Carmen Robert Former President/CEO 358716 7952 366668 358716 Chilton Harold VP Support Srvs 342319 87810 43705 68378 23032 565244 Church Lowell VP Materiel Mgmt 295277 77273 77292 58618 26659 535119 34395 Conklin Jeffrey VP/Pres Managed Care 435685 116109 37777 92135 42835 724541 Cowan Joshua VP Strategy/Communication 229903 60524 5412 45135 33352 374326 Dickinson Charles VP Business Solutions 184932 30283 37740 16432 269387 Doram Keith MD VP Clin Effectiveness/CMO 529900 141379 296492 79866 36918 1084555 254948 Duffield Douglas President SJCH 441951 92448 218307 74908 28874 856488 189409 Eller Jeff Sr VP/Pres NCR 584311 130384 118048 132539 28756 994038 80834 Ferch Wayne Sr VP/Pres CCR 580448 171649 176447 131519 20571 1080634 88516 Fink Matthew Interim CIO 185700 185700 Fults Kendall COO CVN 278382 63710 60758 784247 20151 1207248 29860 Gordon Daniel VP Financial Srvs 291358 77273 60377 54870 25391 509269 28637 Gustin John VP Facilities Mngt Const 290857 76209 87347 54786 25391 534590 67321 Jakobsen Dag VP/COO AHPS 390752 101059 92373 85395 10058 679637 60247 Jobe Meredith Sec/VP Gen Cnsl 364469 95028 92588 74172 25651 651908 56774 Leyba Susan VP Managed Care 227138 40666 28469 43263 39644 379180 13136 Marchuk Robert VP Ancillary Svcs 265838 70821 39647 47522 36634 460462 20916 McKague Kirby VP/CFO AHPS 355403 94629 84176 71708 27012 632928 50522 Mendoza Sherry VP/President WHR 248172 64837 29224 16233 34366 392832 Nebel Karl Sr VP/Chief Strategy/Inform Officer 111644 65000 13586 5688 195918 Newmyer Joyce Sr VP/Pres PNR 569710 148212 17583 128988 24542 889035 Olson JoAline Sr VP/CHRO/Innovation 508787 154500 202528 112716 32366 1010897 112005 Ormerod David MD VP/CMO AHPS 33605 113715 157146 14484 8313 327263 131048 Patterson Leeanne VP Risk Mgmt 290949 75012 26788 16321 25392 434462 Raffoul John President WMMC 398002 105515 91173 342544 24542 961776 41354 Reiner Scott Dir/Pres/CEO 1018912 299575 393047 249575 36698 1997807 326648 Rhodes Daniel VP Phys/Home Hlth Cont 230915 39559 7399 16180 20323 314376 Roberts Kevin President GAMC 491623 61280 104434 108222 20210 785769 82535 Russell Thomas Former VP Pop Hlth Innov 430508 117646 41365 16361 25442 631322 Soderblom Alan VP/CIO 443100 117813 219241 60719 36698 877571 182963 Tetz Doris VP Strategy & Talent 261060 51892 12936 46204 29101 401193 Wagner Jack AsstSec/CFO/SVP 698200 200386 219119 16384 25442 1159531 Waterman Rita AVP Communications 173234 36108 575445 32167 10745 827699 558768 Wehtje Rodney Former Asst Sec/VP Treasurer 380418 8013 16393 25442 430266 Wilson Kathleen VP Benefits Admin 285710 73682 62222 57389 12714 491717 33203 Wing Bill Dir/Pres/COO 855884 253689 209482 203961 34394 1557410 155912 Zachary Beth Sr VP/Pres SCR 696556 171232 163477 168659 32366 1232290 113672 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. A CSCDA Series A 680164610 1307957C5 2007-05-08 57500000 See Schedule O false false false B CHFFA Series B 521643828 13033LBC0 2009-05-20 30000000 See Schedule O false false false C CHFFA Series C 521643828 13033F8B9 2009-05-20 56309648 See Schedule O false false false D HFA 931266280 62551PBS5 2009-09-30 66147216 See Schedule O false false false A 1075000 57140625 3912969 643910 1409177 50966616 2010 false false true true B 30000000 299917 29699958 2009 false false true true C 49495000 56309648 1755195 559042 50119642 2009 true false true true D 66147216 6112175 886660 59011989 2009 true false true true A false false false false false false true B false false false false false false true C false false false false false false true D false false false false false false true A false false false true false false false true B false false false true false false false true C false false false true false false false true D false false false true false false false true A true B true C true D true Part VI 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. A CHFFA 521643828 000000000 2011-06-09 130000000 See Schedule O false false false B CHFFA 521643828 13033LS65 2013-02-14 208420907 See Schedule O false false false C CHFFA 521643828 13033LS57 2013-02-14 100741934 See Schedule O false false false D CSCDA 680164610 13080SJL9 2015-06-30 157990834 See Schedule O false false false A 10640000 130000000 478200 129521800 2015 false false true true B 61138100 208420907 979927 207440930 2016 true false true true C 2966900 100741934 741934 100000000 2016 true false true true D 2774897 157990834 1493445 156488239 true false false A false false false false false false true B false false false false 0.00022 0.00022 false false true C false false false false false false true D false false false false 0.00020 0.00020 false false true A false false false true false false false true B false true false false false false false true C false true false false false false false true D false true false false false false false true A true B true C true D true A CSCDA 680164610 13080SJM7 2015-06-30 42422999 See Schedule O false false false B CHFFA Series A 521643828 13032UGL6 2016-09-08 309720490 See Schedule O false false false A 745103 42422999 420423 23661477 2576 18338523 false false false B 309720490 2280369 307440121 true true true true A false false false false false false true B false false false false false false true A false true false false false false false true B false true false false false false false true A true B true SoderblomA Key Emp Relocate X 100000 64600 false true true DoramK Key Emp Relocate X 100000 62600 false true true AshlockM Key Emp Relocate X 150000 127200 false true true OlsonJ Key Emp Relocate X 200000 76500 false true true ConklinJ Key Emp Relocate X 125000 59588 false true true BeamanJ Key Emp Relocate X 125000 109150 false true true RobertsK H Pd EE Relocate X 400000 388000 false true true FerchW Key Emp Relocate X 150000 138600 false true true GordonD Key Emp Relocate X 100000 92850 false true true BeehlerB Key Emp Relocate X 100000 94100 false true true EllerJ Key Emp Relocate X 300000 296400 false true true WagnerJ Officer Relocate X 200000 195600 false true true JobeM Officer Relocate X 100000 95800 false true true NewmyerJ Key Emp Relocate X 150000 147600 false true true TetzD Key Emp Relocate X 100000 98200 false true true Cowan J Key Emp Relocate X 100000 99300 false true true DickinsonC Key Emp Relocate X 99900 99700 false true true Wing B Key Emp Relocate X 200000 199200 false true true Ashlock M Employee DCmp split$ life ins X 3486766 2956666 false true true Beaman J Employee DCmp split$ life ins X 703254 588712 false false false Eller J Employee DCmp split$ life ins X 4637079 3917572 false false false Ferch W Employee DCmp split$ life ins X 653935 574679 false false false Newmyer J Employee DCmp split$ life ins X 4190123 3547984 false false false Olson J Employee DCmp split$ life ins X 1743610 1505768 false false false Reiner S Employee DCmp split$ life ins X 6018095 5119980 false false false Wagner J Employee DCmp split$ life ins X 6246577 5496651 false false false Wing B Employee DCmp split$ life ins X 5121262 4341039 false false false Zachary B Employee DCmp split$ life ins X 1897406 1673742 false false false Duffield D H Pd EE Relocation X 150000 143600 false true true Chilton H Key Emp Relocation X 100000 97300 false true true Knitter M Key EE Relocation X 100000 99600 false true true 32508281 WGW-CA LLC Brd Memb JV 11550000 LLC JV Loan false SimDarran FO Son-in-law 75817 Employment false Wehtje-SimCambria FO Daughter 94929 Employment false EllerEric Key EE Son 61309 Employment false WagnerBrent Officer Son 87353 Employment false JobeCarol Officer Wife 23755 Employment false Bancarz Theodore Key EE Brother 90480 Employment false Bancarz Michelle KeyEE Sis-inLaw 114738 Employment false ReinerChristian Officer Son 47364 Employment false Carmen Kimberly FO Daughter 40360 Employment false Schedule L, Part V Supplemental Information 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. 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 Adventist Hlth Clearlake Hosp Inc 15630 18th Ave Clearlake CA 95422 680395149 Hospital CA 501(c)(3) 3 Adventist Health SystemWest true Castle Medical Center 640 Ulukahiki St Kailua HI 96734 990107330 Hospital HI 501(c)(3) 1 Adventist Health SystemWest true Feather River Hospital 5974 Pentz Rd Paradise CA 95969 941101228 Hospital CA 501(c)(3) 1 Adventist Health SystemWest true Glendale Adventist Medical Center 1509 Wilson Ter Glendale CA 91206 951816017 Hospital CA 501(c)(3) 1 Adventist Health SystemWest true Hanford Community Hospital 115 Mall Dr Hanford CA 93230 940535360 Hospital CA 501(c)(3) 1 Adventist Health SystemWest true Northwest Med Fnd of Tillamook 1000 Third St Tillamook OR 97141 930622075 Hospital OR 501(c)(3) 1 Adventist Health SystemWest true Paradise Valley Hospital 2100 Douglas Blvd Roseville CA 95661 951816034 Discontinued Operations CA 501(c)(3) 1 Adventist Health SystemWest true Portland Adventist Medical Center 10123 SE Market St Portland OR 97216 930429015 Hospital OR 501(c)(3) 1 Adventist Health SystemWest true St Helena Hospital 10 Woodland Rd St Helena CA 94574 941279779 Hospital CA 501(c)(3) 1 Adventist Health SystemWest 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 true Sonora Community Hospital 1000 Greenley Rd Sonora CA 95370 941415069 Hospital CA 501(c)(3) 1 Adventist Health SystemWest true Ukiah Adventist Hospital 275 Hospital Dr Ukiah CA 95482 941639901 Hospital CA 501(c)(3) 1 Adventist Health SystemWest true Walla Walla General Hospital 1025 S Second Ave Walla Walla WA 99362 910617726 Hospital WA 501(c)(3) 1 Adventist Health SystemWest true White Memorial Medical Center 1720 Cesar E Chavez Ave Los Angeles CA 90033 952282647 Hospital CA 501(c)(3) 1 Adventist Health SystemWest true Willits Hospital Inc 1 Marcela Dr Willits CA 95490 680108919 Hospital CA 501(c)(3) 1 Adventist Health SystemWest true Adventist Health Physicians Network 2100 Douglas Blvd Roseville CA 95661 680357690 Medical Foundation CA 501(c)(3) 11b, II Adventist Health SystemWest 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 true San Joaquin Community Hospital 2615 Chester Avenue Bakersfield CA 93301 952294234 Hospital CA 501(c)(3) 1 Adventist Health SystemWest true Reedley Community Hospital 372 W Cypress Ave Reedley CA 93654 453220509 Hospital CA 501(c)(3) 1 Adventist Health SystemWest true Western Health Resources 2100 Douglas Blvd Roseville CA 95661 953867863 Home care CA 501(c)(3) 1 Adventist Health SystemWest true Lodi Memorial Hospital Assn Inc 975 S Fairmont Ave Lodi CA 95240 941044474 Hospital CA 501(c)(3) 3 Adventist Health SystemWest true Adventist Hlth Medical Ctr Tehachapi 115 W E St Tehachapi CA 93561 812240617 Hospital CA 501(c)(3) 1 Adventist Health SystemWest true South Coast Medical Center 2100 Douglas Blvd Roseville CA 95661 952037291 Wind down after sale of hospital CA N/A C corp false false false false false false false false false false false false false false false false false false false false