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ADVENTHEALTH UNIVERSITY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ADVENTHEALTH UNIVERSITY INC (EIN 59-3069793)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-01-31
IRS object ID
202540319349300519
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-31T07:54:49-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593069793EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLynn C AddiscottPersonNm
Person TitleAssistant SecretaryPersonTitleTxt
Phone4073572317PhoneNum
Signature2025-01-28SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJosef GhosnPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1671 Winyah DriveAddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32803ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$39,266,602GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Group Exemption1071GroupExemptionNum
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.ahu.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionThe provision of Allied Health and nursing education through the operation of a school.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,740,429PYContributionsGrantsAmt
CY Contributions Grants$8,207,257CYContributionsGrantsAmt
PY Program Service Revenue$29,581,453PYProgramServiceRevenueAmt
CY Program Service Revenue$30,395,663CYProgramServiceRevenueAmt
PY Investment Income$345,439PYInvestmentIncomeAmt
CY Investment Income$332,938CYInvestmentIncomeAmt
PY Other Revenue$160,404PYOtherRevenueAmt
CY Other Revenue$204,351CYOtherRevenueAmt
PY Total Revenue$38,827,725PYTotalRevenueAmt
CY Total Revenue$39,140,209CYTotalRevenueAmt
PY Grants And Similar Paid$1,272,317PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,758,773CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$35,687,111PYOtherExpensesAmt
CY Other Expenses$39,842,825CYOtherExpensesAmt
PY Total Expenses$36,959,428PYTotalExpensesAmt
CY Total Expenses$41,601,598CYTotalExpensesAmt
PY Revenues Less Expenses$1,868,297PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,461,389CYRevenuesLessExpensesAmt
Total Assets BOY$46,276,102TotalAssetsBOYAmt
Total Assets EOY$45,037,223TotalAssetsEOYAmt
Total Liabilities BOY$20,074,176TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,784,068TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$26,201,926NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,253,155NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAdventHealth University, Inc., a Seventh-day Adventist institution, specializes in the education of professionals in healthcare. Service-oriented and guided by the values of nurture, excellence, spirituality, and stewardship, the University seeks to develop leaders who will practice healthcare as a ministry.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$37,967,013ExpenseAmt
Grant$1,758,773GrantAmt
Revenue$30,395,663RevenueAmt
DescAdventHealth University, Inc. enrolled 1,413 degree seeking students in Spring 2023, 1,322 degree seeking students in Summer 2023, and 1,692 degree seeking students in Fall 2023. The programs with the greatest enrollment numbers included sonography, radiology, nursing, allied health, healthcare administration, imaging sciences, spirtual care, and robotics.Desc
Total Program Service Expenses$37,967,013TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

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

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Shaw Terry
Member (ended 6/2023)0.5050.00Yes (X)$0$5,008,968$1,335,139
Haffner PhD Randall
Chairman/Member3.5046.50Yes (X)$0$2,445,711$205,401
Ottati David
Member0.5050.00Yes (X)$0$1,981,848$214,123
Bacon Kenneth
Member (ended 4/2023)0.5050.00Yes (X)$0$1,770,929$273,737
Goodman Todd
Member1.0050.00Yes (X)$0$1,595,485$187,885
Azevedo Olesea
Member1.0050.00Yes (X)$0$1,197,267$216,442
Kuhlman MD Jeffrey
Member0.5050.00Yes (X)$0$861,807$117,238
Ghosn C Josef
Sec/President/Member (began 5/2023)50.000.00Yes (X)$0$690,958$72,138Yes (X)
Hernandez PhD Edwin
Sec/President/Member (ended 4/2023)50.000.00Yes (X)$0$695,941$16,357Yes (X)
Mitchell PhD Lamata
Member0.5050.00Yes (X)$0$453,898$92,397
Saliba Slimen
Member0.5029.50Yes (X)$0$208,042$35,371
Martinez Ruben
CFO50.000.00$0$176,374$37,405Yes (X)
Miles Rachel
Member (began 9/2023)0.500.00Yes (X)$0$118,372$10,841
Smith DMin PhD Ron
Vice Chair/Member0.504.60Yes (X)$0$11,541$0
Cummings Des
Member (began 9/2023)0.500.00Yes (X)$0$7,588$0
Luxton Andrea
Member (began 9/2023)0.500.00Yes (X)$0$6,706$0
Machado DMin Allan
Member0.501.40Yes (X)$0$6,066$0
Andrews PhD Diane
Member0.500.00Yes (X)$0$0$0
Clem MD Kathleen
Member0.500.00Yes (X)$0$0$0
Diaz Arelis
Member0.500.00Yes (X)$0$0$0
Dixon Daryl
Member0.500.00Yes (X)$0$0$0
Hubbell Gerald
Member0.500.00Yes (X)$0$0$0
Stewartson Shannon
Member0.500.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$17,237,501TotReportableCompRltdOrgAmt
Total Other Compensation$2,814,474TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
RUFFALO NOEL LEVTIZ LLC
PO BOX 718DES MOINESIA50303CONSULTING SERVICES$1,273,620
HUNTONBRADY ARCHITECTS
333 S GARLAND AVENUE SUITE 1100ORLANDOFL32801DESIGN SERVICES$421,661
IDESIGN
4514 COLE AVENUE SUITE 250DALLASTX75205DEVELOPMENT SERVICES$363,000
HUSCH BLACKWELL LLP
PO BOX 802765KANSAS CITYMO64180LEGAL SERVICES$291,615
EBSCO INFORMATION SERVICES
PO BOX 204661DALLASTX75320DATABASE SERVICES$104,700
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K24CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Federated Campaigns$0FederatedCampaignsAmt
Related Organizations$7,024,599RelatedOrganizationsAmt
Government Grants$600,000GovernmentGrantsAmt
All Other Contributions$582,658AllOtherContributionsAmt
Noncash Contributions$100,000NoncashContributionsAmt
Total Contributions$8,207,257TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition & Fees611310$28,201,743$28,201,743
Auxiliary Services611310$1,808,621$1,808,621
Cafeteria611310$187,941$187,941
Satisfaction of Program Restricti611310$67,477$67,477

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$129,881TotalRevenueColumnAmt
Related Or Exempt Func Income$129,881RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$30,395,663TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$459,331TotalRevenueColumnAmt
Exclusion$459,331ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$204,351TotalRevenueColumnAmt
Exclusion$204,351ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$126,393SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$126,393SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$126,393TotalRevenueColumnAmt
Exclusion-$126,393ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,140,209TotalRevenueColumnAmt
Related Or Exempt Func Income$30,395,663RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$537,289ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$26,476TotalAmt
Program Services$26,476ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,732,297TotalAmt
Program Services$1,732,297ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$260,560TotalAmt
Management And General$260,560ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,200TotalAmt
Management And General$35,200ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$44,057TotalAmt
Management And General$44,057ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,084,910TotalAmt
Program Services$2,082,765ProgramServicesAmt
Management And General$2,145ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$647,839TotalAmt
Management And General$647,839ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,144,462TotalAmt
Program Services$1,135,483ProgramServicesAmt
Management And General$1,008,979ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$48,608TotalAmt
Program Services$48,608ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$3,579,090TotalAmt
Program Services$3,579,090ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$439,766TotalAmt
Management And General$439,766ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$523,872TotalAmt
Management And General$523,872ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$230,679TotalAmt
Program Services$230,679ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,167TotalAmt
Management And General$14,167ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Reimbursed S&W$27,330,174$27,330,174
Bad Debt$860,073$860,073
Repairs & Maintenance$840,068$840,068
Medical Supplies$51,480$51,480

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$707,820TotalAmt
Program Services$49,820ProgramServicesAmt
Management And General$658,000ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$41,601,598TotalAmt
Program Services$37,967,013ProgramServicesAmt
Management And General$3,634,585ManagementAndGeneralAmt
Fundraising$0FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$961BOYAmt
EOY$962EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,539,174BOYAmt
EOY$13,673,963EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,903,397BOYAmt
EOY$3,743,998EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$789,707BOYAmt
EOY$1,244,900EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,744,666LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,741,580LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$529,687BOYAmt
EOY$2,003,086EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$26,513,176BOYAmt
EOY$24,370,314EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$46,276,102BOYAmt
EOY$45,037,223EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$272,630BOYAmt
EOY$253,587EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$19,801,546BOYAmt
EOY$19,530,481EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,074,176BOYAmt
EOY$19,784,068EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,313,962BOYAmt
EOY$16,581,399EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,887,964BOYAmt
EOY$8,671,756EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,201,926BOYAmt
EOY$25,253,155EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$46,276,102BOYAmt
EOY$45,037,223EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$2,461,389ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$728,827NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$783,791OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,902,197BeginningYearBalanceAmt
Contributions$508,964ContributionsAmt
Investment Earnings Or Losses$555,005InvestmentEarningsOrLossesAmt
Other Expenditures$67,477OtherExpendituresAmt
End Year Balance$8,898,689EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,280,860BeginningYearBalanceAmt
Contributions$547,044ContributionsAmt
Investment Earnings Or Losses$483,982InvestmentEarningsOrLossesAmt
Other Expenditures$409,689OtherExpendituresAmt
End Year Balance$7,902,197EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,252,008BeginningYearBalanceAmt
Contributions$148,981ContributionsAmt
Investment Earnings Or Losses$394,437InvestmentEarningsOrLossesAmt
Other Expenditures$382,910OtherExpendituresAmt
End Year Balance$6,412,516EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.06592BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.93408PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$23,277OtherCostOrOtherBasisAmt
Depreciation$14,063DepreciationAmt
Book Value$9,214BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,311,005OtherCostOrOtherBasisAmt
Depreciation$1,727,517DepreciationAmt
Book Value$1,583,488BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$410,384OtherCostOrOtherBasisAmt
Book Value$410,384BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,003,086TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Other Receivables$962,750
Interest in Net Assets of Recipient$11,804,964
Right of Use Asset-Operating Lease$11,602,600
FieldValueIRS element (for citing)
Total Book Value Other Assets$24,370,314TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Due to Related$6,427,814
Accrued Interest Payable$13,862
Other Deferred Revenue$99,151
Other Liabilities$1,107,767
Operating Lease Liability$11,881,887
FieldValueIRS element (for citing)
Total Liability$19,530,481TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$38,722,431TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$728,827NetUnrealizedGainsInvstAmt
Other Revenue-$1,102,548OtherRevenueAmt
Revenue Not Reported-$373,721RevenueNotReportedAmt
Revenue Subtotal$39,096,152RevenueSubtotalAmt
Investment Expenses Not Incld$44,057InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$44,057RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$39,140,209TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$40,454,994TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$40,454,994ExpensesSubtotalAmt
Investment Expenses Not Incld2$44,057InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,102,547OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,146,604ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$41,601,598TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:AdventHealth University, Inc. has approximately 50 individual endowment funds established primarily to fund programs, meet operational needs, and award scholarships intended to be used by students attending AdventHealth University, Inc. The endowment funds are currently held and administered by AdventHealth Foundation, Inc. d/b/a AdventHealth Foundation Central Florida, a Florida related tax-exempt organization that is also exempt under IRC Section 501(c)(3).
Part X, Line 2:The filing organization's separate audited financial statements contain the following FIN 48 (ASC 740) footnote. The University is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of state law. However, the University is subject to federal income tax on any unrelated business taxable income.
Part XI, Line 2d - Other Adjustments:Reclass Grants Expense -1,093,048. Reclass Negative Residential Rent Expense -9,500.
Part XII, Line 4b - Other Adjustments:Reclass Grants Expense 1,093,048. Reclass Negative Residential Rent Expense 9,500. Rounding -1.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule E, Part I, Line 3The policy is contained in the University Academic Catalog.
Schedule E, Part I, Line 6Students at the University may qualify under Title IV for access to federal aid (Pell Grants, FSEOG Grants and Federal Direct Student Loans). The University has an administrative role in the qualifying, requesting and disbursement of such funds to students. The University receives a small administrative allowance from the Department of Education for its management of this program. On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law . The CARES Act created a Higher Education Emergency Relief Fund (HEERF) specifically for emergency aid grants to students for expenses related to the disruption of campus operations due to COVID-19 and also direct aid to institutions to cover costs associated with the significant changes to the delivery of instruction due to COVID-19.
Line 6 - Explanation of Goverment Financial Aid (continued):As of the end of 2022, the University has been awarded a student portion and an institutional portion of HEERF funds that totaled $2,993,676 and $3,808,917, respectfully under this program. As of December 31, 2022, all HEERF funds had been expended.

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (9 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Health Resources and Services Administration Scholarships9$16,885
AdventHealth University Grant20$44,591
Education Sub Scholarships52$245,604
Endowed Scholarships249$285,307
AdventHealth University Scholarships462$774,945
Employee Assistance33$134,486
Florida Dual Enrollment Scholarships106$8,550
Greater Miami Academy Dual Enrollment Scholarships18$23,520
Spiritual Care38$198,408

Supplemental Information Detail SupplementalInformationDetail

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

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Shaw Terry
Member (ended 6/2023)$0$2,360,310$0$1,055,799$0$1,592,859$0$1,298,177$0$36,962$0$6,344,107$0$130,500
Haffner PhD Randall
Chairman/Member$0$1,675,408$0$536,559$0$233,744$0$173,177$0$32,224$0$2,651,112$0$150,000
Ottati David
Member$0$1,046,990$0$355,278$0$579,580$0$173,177$0$40,946$0$2,195,971$0$140,766
Bacon Kenneth
Member (ended 4/2023)$0$1,284,422$0$424,601$0$61,906$0$244,496$0$29,241$0$2,044,666$0$0
Goodman Todd
Member$0$926,071$0$256,883$0$412,531$0$150,677$0$37,208$0$1,783,370$0$112,745
Azevedo Olesea
Member$0$838,712$0$243,135$0$115,420$0$179,728$0$36,714$0$1,413,709$0$86,165
Kuhlman MD Jeffrey
Member$0$584,580$0$129,929$0$147,298$0$105,894$0$11,344$0$979,045$0$85,750
Ghosn C Josef
Sec/President/Member (began 5/2023)$0$413,039$0$83,672$0$194,247$0$53,545$0$18,593$0$763,096$0$28,280
Hernandez PhD Edwin
Sec/President/Member (ended 4/2023)$0$194,684$0$67,826$0$433,431$0$0$0$16,357$0$712,298$0$23,209
Mitchell PhD Lamata
Member$0$363,298$0$65,631$0$24,969$0$73,285$0$19,112$0$546,295$0$0
Saliba Slimen
Member$0$161,071$0$21,058$0$25,913$0$9,481$0$25,890$0$243,413$0$0
Martinez Ruben
CFO$0$169,136$0$2,156$0$5,082$0$8,659$0$28,746$0$213,779$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aThe filing organization is a part of the system of healthcare organizations known as AdventHealth. The President of the filing organization is appointed by the filing organization's Board of Trustees and compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. AHSSHC is exempt from federal income tax under IRC Section 501(c)(3). The filing organization reimburses AHSSHC for the salary and benefit cost of the President of the filing organization. Tax Indemnification and gross-up payments: AdventHealth has a system-wide policy addressing gross-up payments provided in connection with employer-provided benefits/other taxable items. Under the policy, certain taxable business-related reimbursements (i.e. taxable business-related moving expenses, taxable items provided in connection with employment) provided to any employee may be grossed-up at a 25% rate upon approval by the filing organization's CEO and CFO. Additionally, employees at the Director level and above are eligible for gross-up payments on gifts received for board of director services.
Part I, Line 3The individual who serves as the President of the filing organization is appointed and compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). Compensation and benefits provided to this individual are determined pursuant to policies, procedures, and processes of AHSSHC that are designed to ensure compliance with the intermediate sanctions laws as set forth in IRC Section 4958. AHSSHC has taken steps to ensure that processes are in place to satisfy the rebuttable presumption of reasonableness standard as set forth in Treasury Regulation Section 53.4958-6 with respect to its active executive-level positions. The AHSSHC Board Compensation Committee (the Committee) serves as the governing body for all executive compensation matters. The Committee is composed of certain members of the Board of Directors (the Board) of AHSSHC. Voting members of the Committee include only individuals who serve on the Board as independent representatives, who hold no employment positions with AHSSHC and who do not have relationships with any of the individuals whose compensation is under their review that impacts their best independent judgment as fiduciaries of AHSSHC. The Committee's role is to review and approve all components of the executive compensation plan of AHSSHC. As an independent governing body with respect to executive compensation, it should be noted that the Committee will often confer in executive sessions on matters of compensation policy and policy changes. In such executive sessions, no members of management of AHSSHC are present, other than the Chief People Officer, who remains at the request of the Chairman/committee to provide assistance/information as needed. The Committee is advised by an independent third-party compensation advisor. This advisor prepares all the benchmark studies for the Committee. Compensation levels are benchmarked with a national peer group of other not-for-profit healthcare systems and hospitals of similar size and complexity to AdventHealth and each of its affiliated entities. The following principles guide the establishment of individual executive compensation: - The salary of the President/CEO of AdventHealth will not exceed the 50th percentile of comparable salaries paid by similarly situated organizations; and - Other executive salaries shall be established using market medians. The compensation philosophy, policies, and practices of AHSSHC are consistent with the organization's faith-based mission and conform to applicable laws, regulations, and business practices. As a faith-based organization sponsored by the Seventh-day Adventist Church (the Church), AHSSHC's philosophy and principles with respect to its executive compensation practices reflect the conservative approach of the Church's mission of service and were developed in counsel with the Church's leadership.
Part I, Lines 4a-bLine 4a: During the year ending December 31, 2023, Edwin Hernandez received severance payments in the amount of $370,110. Pursuant to the AHSSHC Corporate Executive Policy governing executive severance, severance agreements for executives operating at the Vice President level and above are entered into upon eligibility to facilitate the transition to subsequent employment following an involuntary separation from employment with AdventHealth. Line 4b: As discussed in Line 1a above, the President of the filing organization is compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. In recognition of the contribution that each executive makes to the success of AdventHealth, AdventHealth provides supplemental executive retirement benefit plans to eligible executives. As the supplemental executive retirement benefit plans were updated in 2020 and certain individuals still participate as grand-fathered participants in certain plans, the narrative below discusses all plans in which there were any participants in 2023. The SERP III plan effectively replaces the prior SERP II plan, the Executive Flex Benefit Program Plan, and the Senior Executive Death Benefit Plan for qualified executives except for certain grandfathered executive employees. SERP III Plan: The SERP III plan provides eligible executives a percentage of their base pay, which is credited to a deferred compensation account. The plan also provides for compensation deferral and selection of life insurance coverage and long-term care insurance. To be eligible to participate in the SERP III plan, executives must be on the AHSSHC corporate payroll and be either a CEO of an AdventHealth entity, an AHSSHC Vice President (VP) or VP of an AdventHealth entity with a base salary of at least $330,000 in 2023 (adjusted annually by the same percentage as IRC Section 401(a)(17) limit increases), or other leader specifically approved by the AdventHealth President. Eligible executives do not include grandfathered executives, meaning those executives who would satisfy all the eligibility requirements of the SERP II plan prior to Dec 31, 2027, had the plan not been amended and restated as of Jan. 1, 2020. Contribution credits will be established and maintained by class year accounts for each participant using tiered contribution credit percentages of annual base compensation. Contribution credit percentages range between 15% and 19% of base compensation. Contribution credits will be made each quarter in 25% increments with reductions in contributions if the executive is also a grandfathered FLEX participant (see below). SERP III provides for a class year vesting and payment schedule (7 years for each class year) with respect to amounts accumulated in the executive's deferred compensation account. Upon attainment of a normal retirement age (age 62), or upon certain other circumstances as defined in the SERP III plan document, all deferred amounts are paid immediately to the participant. For any executives working beyond the normal retirement age, future employer contributions will be made quarterly from SERP III directly to the participant as a taxable cash bonus. SERP II Plan: The SERP II plan is a defined benefit, non-tax-qualified deferred compensation plan for certain executives who have provided lengthy service to AdventHealth and/or to other Seventh-day Adventist Church hospitals or health care institutions. Under the provisions of the SERP II plan, benefits are provided to qualifying executive participants on a pro-rata schedule beginning with 20 years of service as an employee of AdventHealth and/or another hospital or health care institution controlled by the Seventh-day Adventist Church and who satisfy certain other qualifying criteria. Eligible employees are restricted to those executives who, as of January 1, 2020, satisfied, or if employment continues, will satisfy the eligibility requirements of SERP II prior to December 31, 2027. This supplemental executive retirement plan (SERP II) was designed to provide eligible executives with the economic equivalent of an annual income beginning at normal retirement age equal to 60% of the average of the participant's three, five or seven highest years of base salary from AdventHealth active employment inclusive of income from all other Seventh-day Adventist Church healthcare employer-financed retirement income sources and investment income earned on those contributions through social security normal retirement age as defined in the plan. The number of years included in highest average compensation is determined by the individual's year of entry to SERP II and by the individual's year of entry to the AdventHealth Executive FLEX Benefit Program. FLEX Plan: The Flex Plan was originally designed to provide eligible executives an opportunity to select from among a variety of supplemental benefits, including a split dollar life insurance policy and long-term care insurance, to individually tailor a benefits program appropriate to each executive's needs. In 2020, the Flex Plan was amended to exclude employed executives who are hired or promoted after a certain date from being eligible to participate in the Flex Plan except for certain insurance coverage features of the plan. The Flex Plan provides eligible participants a pre-determined benefits allowance credit that is equal to a percentage of the executive's base pay from which the cost of mandatory and elective employee benefits is deducted. The benefits allowance credit percentage for any plan year shall not be greater than the maximum dollar amount or the percentage of compensation as determined by the AdventHealth Benefits Administration Committee. For grandfathered eligible employees, the annual pre-determined Flex allowance is contributed and any funds that remain after the cost of mandatory and elective benefits are subtracted are, at the employee's option, contributed to either an IRC 457(f) deferred compensation account or to an IRC 457(b) eligible deferred compensation plan. Upon attainment of age 65, all previous 457(f) deferred amounts are paid immediately to the participant and any future employer contributions are made quarterly from the Plan directly to the participant. The Plan provides for a class year vesting schedule (2 years for each class year) with respect to amounts accumulated in the executive's 457(f) deferred compensation account. Distributions could also be made from the executive's 457(f) deferred compensation account upon attainment of age 65 or upon an involuntary separation. The account will be forfeited by the executive upon a voluntary separation. With respect to grandfathered participants, the Flex Plan documents define eligible employees to include the Chief Executive Officers of AdventHealth entities and Vice Presidents of all AdventHealth entities whose base salary was at least equal to the Internal Revenue Code Section 401(a)(17) compensation limit each year. FLEX Plan FLEX Plan SERP II SERP III Contr. Distr.* Contr./Distr. Contr. Shaw, Terry $ 155,450 $ 132,569 $ 1,334,441 $ 0 Haffner, PhD, Randall $ 155,450 $ 152,379 $ 0 $ 0 Ottati, David $ 155,450 $ 142,998 $ 399,489 $ 0 Bacon, Kenneth $ 0 $ 0 $ 0 $ 237,896 Goodman, Todd $ 155,450 $ 114,532 $ 217,202 $ 0 Azevedo, Olesea $ 154,106 $ 87,530 $ 0 $ 7,895 Kuhlman, MD, Jeffrey $ 110,667 $ 87,109 $ 0 $ 0 Ghosn, Josef $ 58,318 $ 28,728 $ 107,996 $ 0 Hernandez, PhD, Edwin $ 6,383 $ 25,565 $ 0 $ 12,695 Mitchell, PhD, Lamata $ 0 $ 0 $ 0 $ 55,558 SERP III Distr. * Hernandez, PhD, Edwin $ 12,695 * Including Investment Earnings

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescX-Ray Training Room EquipmentDesc
Contribution3ContributionCnt
Noncash Contributions Rpt F990$100,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesOtherMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 1a:The parent corporation and sole top-tier member of AdventHealth University, Inc. (the filing organization) is Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is a Florida, not-for-profit corporation that is exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). AHSSHC has established a shared service center to centralize the Accounts Payable (A/P) function for all AHSSHC subsidiary organizations. The filing organization has entered "0" in Part V, Line 1a because the filing organization no longer issues Form 1099 returns, rather, all such returns are filed by and under the name and EIN of AHSSHC as the payor subject to the information reporting requirements of Section 6041. The facts and circumstances support a position that AHSSHC, as a payor on behalf of its subsidiary organizations in a shared service environment, will have sufficient management and oversight in connection with the subsidiary organizations' payments to meet the standard set forth in Treas. Reg. Section 1.6041-1(e). AHSSHC will not merely be making payments at the direction of its subsidiary organizations. Accordingly, AHSSHC is considered the payor subject to the information reporting requirements of Section 6041.
Form 990, Part VI, Section A, line 6The membership of AdventHealth University, Inc. (the filing organization) is comprised and made up of those individuals appointed to the Board of Directors of Adventist Health System/Sunbelt, Inc. d/b/a AdventHealth Orlando (AHSSI). An individual appointed to the Board of Directors of AdventHealth Orlando (AHO) shall become a member of this Corporation by virtue of said appointment, provided, however, the effective date of said individual's membership appointment shall take effect ninety-five (95) days following his/her appointment to the Board of Directors of AHO unless an earlier date is designated by the Chair of the Board of Directors of AHO. AHSSI is a Florida, not-for-profit corporation that is exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). There are no other classes of membership in the filing organization.
Form 990, Part VI, Section A, line 7aThe Board of Trustees of the filing organization are elected by AdventHealth University, Inc. Trustees are subject to ratification by the Membership.
Form 990, Part VI, Section A, line 7bOnly members can amend, adopt, or repeal the Articles of Incorporation or Bylaws and only members can ratify the election of the Board of Trustees of the filing organization.
Form 990, Part VI, Section B, line 11bThe filing organization's current year Form 990 was reviewed by the President and by the CFO prior to its filing with the IRS. The review conducted by the President and the CFO did not include the review of any supporting workpapers that were used in preparation of the current year Form 990, but did include a review of the entire Form 990 and all supporting schedules.
Form 990, Part VI, Section B, line 12cThe Conflict of Interest Policy of the filing organization applies to members of its Board of Trustees and its principal officers (to be known as Interested Persons). In connection with any actual or possible conflicts of interest, any member of the Board of Trustees of the filing organization or any principal officer of the filing organization (i.e. Interested Persons) must disclose the existence of any financial interest with the filing organization and must be given the opportunity to disclose all material facts concerning the financial interest/arrangement to the Board of Trustees of the filing organization or to any members of a committee with board delegated powers that is considering the proposed transaction or arrangement. Subsequent to any disclosure of any financial interest/arrangement and all material facts, and after any discussion with the relevant Board member or principal officer, the remaining members of the Board of Trustees or committee with board delegated powers shall discuss, analyze, and vote upon the potential financial interest/arrangement to determine if a conflict of interest exists. According to the filing organization's Conflict of Interest Policy, an Interested Person may make a presentation to the Board of Trustees (or committee with board delegated powers), but after such presentation, shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that results in a conflict of interest. Each Interested Person, as defined under the filing organization's Conflict of Interest Policy, shall annually sign a statement which affirms that such person has received a copy of the Conflict of Interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the filing organization is a charitable organization that must primarily engage in activities which accomplish one or more of its exempt purposes. The filing organization's Conflict of Interest Policy also requires that periodic reviews shall be conducted to ensure that the filing organization operates in a manner consistent with its charitable purposes.
Form 990, Part VI, Section B, line 15The filing organization's President is not compensated by the filing organization. Such individual is compensated by the related top-tier parent organization of the filing organization. Please see the discussion concerning the process followed by the related top-tier parent organization in determining executive compensation in our response to Schedule J, Line 3.
Form 990, Part VI, Section C, line 19The filing organization is a part of the system of healthcare organizations known as AdventHealth. The audited consolidated financial statements of AdventHealth and of the AdventHealth "Obligated Group" are filed annually with the Municipal Securities Rulemaking Board (MSRB). The "Obligated Group" is a group of AHSSHC subsidiaries that are jointly and severally liable under a Master Trust Indenture that secures debt primarily issued on a tax-exempt basis. Unaudited quarterly financial statements prepared in accordance with Generally Accepted Accounting Principles (GAAP) are also filed with MSRB for AdventHealth on a consolidated basis and for the grouping of AdventHealth subsidiaries comprising the "Obligated Group". The filing organization does not generally make its governing documents or conflict of interest policy available to the public.
Part VII, Section A:For those Board of Director members and officer(s) who devote less than full-time to the filing organization (based upon the average number of hours per week shown in column (B) on page 7 of the return) the compensation amounts shown in columns (E) and (F) on page 7 were provided in conjunction with that person's responsibilities and roles in serving in an executive leadership position as an employee of Adventist Health System Sunbelt Healthcare Corporation.
Form 990, Part VIII, Lines 7a, b and c:The amount shown in Part VIII, Line 7c(i) of the Form 990 represents an allocated share of capital gain/(loss) from a system wide, corporate administered, investment program.
Form 990, Part IX, line 11gAgency Fees: Program service expenses 1,004,403. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,004,403. Professional Fees: Program service expenses 1,000,076. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,000,076. Environmental Services: Program service expenses 225. Management and general expenses 0. Fundraising expenses 0. Total expenses 225. Recruiting Purchased Services: Program service expenses 66,811. Management and general expenses 0. Fundraising expenses 0. Total expenses 66,811. Miscellaneous Purchased Services: Program service expenses 11,250. Management and general expenses 0. Fundraising expenses 0. Total expenses 11,250. AdventHealth Management Fees: Program service expenses 0. Management and general expenses 2,145. Fundraising expenses 0. Total expenses 2,145.
Part X, Line 2:The amounts shown on line 2 of Part X of this return include the filing organization's interest in a central investment pool maintained by Adventist Health System Sunbelt Healthcare Corporation, the filing organization's top-tier parent. The investments in the central investment pool are recorded at market value.
Form 990, Part XI, line 9:Restricted Contributions 333,079. Interest on Funds Held at Related Exempt Foundation 518,190. Net Assets Released from Restriction -67,477. Rounding -1.
Form 990, Part XII, Line 3b:For the year ended December 31, 2023, AdventHealth University, Inc. will file a Single Audit. Accordingly, the taxpayer has checked yes to the questions on Part XII, line 3a and 3b.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (87 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
AdventHealth Asheville Inc
100 Hospital DriveHendersonvilleNC28792921144574Future Operation of Hospital & Related ServicesNC501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Family Medicine Rural Health Clinics Inc
187 PR 4060LampasasTX76550271858033Operation of Rural Health Clinics & Medical ServicesFL501(c)(3)Line 3Metroplex Adventist Hospital IncYes (1)
AdventHealth Foundation Inc
900 Hope WayAltamonte SpringsFL32714592219301Fund-Raising for Affiliated Tax-Exempt HospitalsFL501(c)(3)Line 7Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Home Care East Florida LLC
770 West Granada Blvd 319Ormond BeachFL32174833768458InactiveFL501(c)(3)Line 10Memorial Hlth Systems IncYes (1)
AdventHealth Hospice Care East Florida Inc
770 West Granada Blvd 304Ormond BeachFL32174833748461InactiveFL501(c)(3)Line 10Memorial Hlth Systems IncYes (1)
AdventHealth Kansas City Foundation
7315 E Frontage RoadMerriamKS66204480868859Fund-raising for Tax-exempt hospitalsKS501(c)(3)Line 7Shawnee Mission Medical Center IncYes (1)
AdventHealth Palm Coast Parkway Inc
1 AdventHealth WayPalm CoastFL32137882288563Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Polk North Inc
40100 US Highway 27 NDavenportFL33837841793121Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Polk South Inc
410 South 11th StreetLake WalesFL33853834672945Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Primary Care Network Inc (630-123123)
900 Hope WayAltamonte SpringsFL32714932208118Future Operation of Physician Practices & Medical ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Ransom Memorial Inc
1301 S Main StreetOttawaKS66067830976641Operation of Hospital & Related ServicesKS501(c)(3)Line 3Adventist Hlth Mid-America IncYes (1)
AdventHealth Riverview Inc
9330 US Highway 301 STampaFL33637870901094Future Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth Senior Care Inc
900 Hope WayAltamonte SpringsFL32714841817046Operation of Physician Practices & Medical ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth South Overland Park Inc
7820 W 165th StreetOverland ParkKS66223364595806Operation of Hospital & Related ServicesKS501(c)(3)Line 3Adventist Hlth Mid-America IncYes (1)
AdventHealth University Inc
671 Winyah DriveOrlandoFL32803593069793Education/Operation of SchoolFL501(c)(3)Line 2Adventist Hlth SystemSunbelt IncYes (1)
AdventHealth West Florida Ambulatory Services Inc
14055 Riveredge Drive Ste 250TampaFL33637471881744Support of Imaging Center & Home Health SubsidiariesFL501(c)(3)Line 12b, IIAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
AdventHealth West Florida Imaging Inc
14055 Riveredge Drive Ste 250TampaFL33637843225135Imaging & TestingFL501(c)(3)Line 3AdventHealth West Florida Ambulatory Services IncYes (1)
Adventist Care Centers - Courtland Inc
730 Courtland StreetOrlandoFL32804205774723Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Adventist Health Mid-America Inc
9100 W 74th StreetShawnee MissionKS66204521347407Support of Affiliated HospitalKS501(c)(3)Line 12c, III-FIAdventist Hlth SystemSunbelt IncYes (1)
Adventist Health System Georgia Inc
1035 Red Bud Road NECalhounGA30701581425000Operation of Hospital & Related ServicesGA501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Adventist Hlth System Sunbelt Hlthcare Corp
900 Hope WayAltamonte SpringsFL32714592170012Management ServicesFL501(c)(3)Line 12a, I0N/A
Adventist Hlth SystemSunbelt Inc
900 Hope WayAltamonte SpringsFL32714591479658Operation of Hospitals & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Adventist Hlth SystemTexas Inc
11801 S FreewayBurlesonTX76028742578952Employee Leasing of Personnel to Affiliated HospitalsTX501(c)(3)Line 12c, III-FIAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
AHS Midwest Management Inc
500 Remington BlvdBolingbrookIL60440363354567Employee Leasing of Personnel to Supported HospitalsIL501(c)(3)Line 12c, III-FIAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
Apopka Health Care Properties Inc
305 E Oak StreetApopkaFL32703510605694Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Bert Fish Medical Center Auxiliary Inc
401 Palmetto StreetNew Smyrna BeachFL32168591054892Volunteer support servicesFL501(c)(3)Line 10Southeast Volusia Healthcare Corp0
Burleson Nursing & Rehab Center Inc
301 Huguley BlvdBurlesonTX76028205782243Operation of Home for the Aged/Hlthcare DeliveryTX501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Chickasaw Health Care Properties Inc
250 S Chickasaw TrailOrlandoFL32825510605681Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Chippewa Valley Hospital & Oakview Care Center Inc
1220 Third Avenue WestDurandWI54736391365168Operation of Hospital & Related ServicesWI501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Coalition For Physician Well-Being Inc
900 Hope WayAltamonte SpringsFL32714463477012Provide support for Physician well-beingFL501(c)(3)Line 10Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Courtland Health Care Properties Inc
730 Courtland StreetOrlandoFL32804510605682Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Dairy Road Health Care Properties Inc
7350 Dairy RoadZephyrhillsFL33540510605684Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
East Orlando Health & Rehab Center Inc
250 S Chickasaw TrailOrlandoFL32825205774748Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Fletcher Hospital Inc
100 Hospital DriveHendersonvilleNC28792560543246Operation of Hospital & Related ServicesNC501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
FLNC Inc
3355 E Semoran BlvdApopkaFL32703205774761Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Florida Hospital Dade City Inc
13100 Fort King RoadDade CityFL33525822567308Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Florida Hospital Healthcare Partners Inc
770 West Granada Blvd 101Ormond BeachFL32174462354804Operation of Physician Practices & Medical ServicesFL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Florida Hospital Medical Group Inc
2600 Westhall Lane 4th FloorMaitlandFL32751593214635Operation of Physician Practices & Medical ServicesFL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Florida Hospital Ocala Inc
1500 SW 1st AvenueOcalaFL34471824372339Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Florida Hospital Physician Group Inc
12470 Telecom Dr 100TampaFL33637462021581Operation of Physician Practices & Medical ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Florida Hospital Waterman Inc
1000 Waterman WayTavaresFL32778593140669Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Florida Hospital Zephyrhills Inc
7050 Gall BlvdZephyrhillsFL33541592108057Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Florida Radiology Imaging at Lake Mary LLC
2600 Westhall Lane 4th FloorMaitlandFL32751550789387Imaging & TestingFL501(c)(3)Line 3Florida Hospital Medical Group IncYes (1)
Fountain Inn Nursing & Rehab Center Inc
4501 Waterman WayTavaresFL32778472180518Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Helen Ellis Memorial Hospital Auxiliary Inc
1395 S Pinellas AveTarpon SpringsFL34689592106043Fund-raising for Tax-exempt hospital/foundationFL501(c)(3)Line 12c, III-FI0N/A
Helen Ellis Memorial Hospital Foundation Inc
1395 S Pinellas AveTarpon SpringsFL34689593690149Fund-raising for Tax-exempt hospitalFL501(c)(3)Line 70N/A
Hospice of the Comforter Inc
480 W Central ParkwayAltamonte SpringsFL32714592935928Operation of HospiceFL501(c)(3)Line 10The Comforter Health Care Group IncYes (1)
Lake County Health Care Properties Inc
485 North Keller Road 250MaitlandFL32751813923985Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Memorial Health Systems Foundation Inc
305 Memorial Medical Pkwy 212Daytona BeachFL32117311771522Fund-raising for Tax-exempt hospitalFL501(c)(3)Line 70N/A
Memorial Health Systems Inc
301 Memorial Medical ParkwayDaytona BeachFL32117590973502Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Memorial Hospital - West Volusia Inc
701 West Plymouth AvenueDelandFL32720593256803Operation of Hospital & Related ServicesFL501(c)(3)Line 3Memorial Hlth Systems IncYes (1)
Memorial Hospital Flagler Inc
60 Memorial Medical ParkwayPalm CoastFL32164592951990Operation of Hospital & Related ServicesFL501(c)(3)Line 3Memorial Hlth Systems IncYes (1)
Memorial Hospital Inc
210 Marie Langdon DriveManchesterKY40962610594620Operation of Hospital & Related ServicesKY501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Metroplex Adventist Hospital Inc
2201 S Clear Creek RoadKilleenTX76549742225672Operation of Hospital & Related ServicesTX501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Metroplex Clinic Physicians Inc
2201 S Clear Creek RoadKilleenTX76549113762050Physician Healthcare services to the communityTX501(c)(3)Line 3Metroplex Adventist Hospital IncYes (1)
Mission Strategies of Georgia Inc
485 North Keller Road 250MaitlandFL32751900866024Provision of support to the nursing home divisionGA501(c)(3)Line 12b, IISunbelt Hlth Care Centers IncYes (1)
Osceola Health Care Properties Inc
485 North Keller Road 250MaitlandFL32751813165729Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Overland Park Nursing & Rehab Center Inc
6501 West 75th StreetOverland ParkKS66204205774821Operation of Home for the Aged/Hlthcare DeliveryKS501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
PAHS Service Corporation (49 - 123123)
6061 S Willow DriveGreenwood VillageCO80111923398616Employee Leasing of Personnel to Related HospitalsCO501(c)(3)Line 12c, III-FIPortercare Adventist Health SystemYes (1)
Pasco-Pinellas Hillsborough Community Hlth System Inc
2600 Bruce B Downs BlvdWesley ChapelFL33544208488713Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Portercare Adventist Health System
6061 S Willow DriveGreenwood VillageCO80111840438224Operation of Hospitals & Related ServicesCO501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Princeton Homecare Services LLC
602 Courtland Street 310OrlandoFL32804814196648Home Health Care ServicesFL501(c)(3)Line 10Princeton Prof Services IncYes (1)
Princeton Professional Services Inc
601 E Rollins StreetOrlandoFL32803591191045Provision of Healthcare ServicesFL501(c)(3)Line 12c, III-FIAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
Quality Circle for Healthcare Inc
900 Hope WayAltamonte SpringsFL32714263789368Healthcare Quality ServicesFL501(c)(3)Line 12a, IAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
Redmond Park Hospital LLC
501 Redmond Road NWRomeGA30165581123037Operation of Hospital & Related ServicesGA501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Resource Personnel Inc
485 North Keller Road 250MaitlandFL32751208040875Provide administrative support to tax exempt nursing homesFL501(c)(3)Line 12b, IISunbelt Hlth Care Centers IncYes (1)
Rocky Mountain Adventist Hlthcare Foundation
950 E Harvard Avenue Ste 230DenverCO80210840745018Fund-raising for Tax-exempt hospitalCO501(c)(3)Line 70N/A
Rollins Brook Community Care Corp
2201 S Clear Creek RoadKilleenTX76549461656773Support Operation of HospitalTX501(c)(3)Line 12a, IAdventist Hlth SystemSunbelt IncYes (1)
San Marcos Nursing & Rehab Center Inc
1900 Medical ParkwaySan MarcosTX78666205782224Inactive - In wind downTX501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Shawnee Mission Hlth Care Properties Inc
485 North Keller Road 250MaitlandFL32751813914908Inactive - In wind downGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Shawnee Mission Health Care Inc
6501 West 75th StreetOverland ParkKS66204480952508Lease to Related OrganizationKS501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Shawnee Mission Medical Center Inc
9100 W 74th StreetShawnee MissionKS66204480637331Operation of Hospital & Related ServicesKS501(c)(3)Line 3Adventist Hlth Mid-America IncYes (1)
South Pasco Health Care Properties Inc
38250 A AvenueZephyrhillsFL33542510605679Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
Southeast Volusia Healthcare Corp
401 Palmetto StreetNew Smyrna BeachFL32168473793197Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
Southwest Volusia Health Services Inc
1055 Saxon BlvdOrange CityFL32763593281591Medical Office Building for HospitalFL501(c)(3)Line 12a, ISouthwest Volusia Hlthcare CorpYes (1)
Southwest Volusia Healthcare Corp
1055 Saxon BlvdOrange CityFL32763593149293Operation of Hospital & Related ServicesFL501(c)(3)Line 3Adventist Hlth SystemSunbelt IncYes (1)
Sunbelt Health & Rehab Center - Apopka Inc
305 East Oak StreetApopkaFL32703205774856Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Sunbelt Health Care Centers Inc
485 North Keller Road 250MaitlandFL32751581473135Management ServicesTN501(c)(3)Line 12b, IIAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
Tarpon Springs Hospital Foundation Inc
1395 S Pinellas AveTarpon SpringsFL34689590898901Operation of Hospital & Related ServicesFL501(c)(3)Line 3University Community Hospital IncYes (1)
Tarrant County Health Care Properties Inc
301 Huguley BlvdBurlesonTX76028510605677Lease to Related OrganizationGA501(c)(3)Line 12c, III-FISunbelt Hlth Care Centers IncYes (1)
The Comforter Health Care Group Inc
605 Montgomery RoadAltamonte SpringsFL32714271857940Support Services to Related HospiceFL501(c)(3)Line 12c, III-FIAdventist Hlth System Sunbelt Hlthcare CorpYes (1)
Tri-County Nursing and Rehab Center Inc
1290 Celebration BlvdKissimmeeFL34747472219363Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
University Community Hospital Foundation Inc
3100 E Fletcher AveTampaFL33613592554889Fund-raising for Tax-exempt hospitalFL501(c)(3)Line 70N/A
University Community Hospital Inc
3100 E Fletcher AveTampaFL33613591113901Operation of Hospitals & Related ServicesFL501(c)(3)Line 3Adventist Hlth System Sunbelt Hlthcare CorpYes (1)
West Florida Health Home Care Inc
13601 Bruce B Downs Blvd Ste 110TampaFL33613593686109Home Health ServicesGA501(c)(3)Line 10AdventHealth West Florida Ambulatory Services IncYes (1)
Zephyr Haven Health & Rehab Center Inc
38250 A AvenueZephyrhillsFL33542205774930Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)
Zephyrhills Health & Rehab Center Inc
7350 Dairy RoadZephyrhillsFL33540205774967Operation of Home for the Aged/Hlthcare DeliveryFL501(c)(3)Line 10Sunbelt Hlth Care Centers IncYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
AdventHealth Surgery Center Daytona Beach LLC
103 Memorial Medical Pkwy Ste 300Daytona BeachFL32117922967648Surgery CenterFLN/A00
AdventHealth Surgery Center Innovation Tower LLC
265 E Rollins StreetOrlandoFL32804882744377Surgery CenterFLN/A00
Fletcher Hospital Surgical Ventures LLC
9131 Anson Way Ste 304RaleighNC27615861482646Indirect Interest in Surgery CenterNCN/A00
Florida Hospital DMERT LLC
500 Winderley Place Ste 324MaitlandFL32751202392253Medical EquipmentFLN/A0Yes (1)
Florida Hospital Home Infusion LLP
500 Winderley Place Ste 226MaitlandFL32751593142824Home Infusion ServicesFLN/A0Yes (1)
Functional Neurosurgical Ambulatory Surgery Ctr LLC
11 W Dry Creek Circle 120LittletonCO80120464426708Surgery CenterCON/A00
M&O Orlando MOB I LLC
1125 Sanctuary Parkway Ste 410AlpharettaGA30009844259138Operation of Medical Office BuildingDEN/A00
OnPoint OBGYN LLC
7780 S Broadway 280LittletonCO80122873522453Healthcare ServicesCON/A00
Orange City Surgical LLC
1053 Medical Center Drive Ste 201Orange CityFL32763208105013Surgery CenterFLN/A00
PAHS OnPoint Imaging LLC
9205 S BroadwayHighlands RanchCO80129833275105Imaging CenterCON/A00
PAHS OnPoint Urgent Care LLC
9100 E Mineral CircleCentennialCO80112832465331Urgent Care CenterCON/A00
Surgery Center of Rome LP
501 Redmond Road NWRomeGA30165200390305Surgery CenterGAN/A00
SCA - Alliance LLC
569 Brookwood Village Ste 901BirminghamAL35209471807383Indirect Interest in Surgery CenterDEN/A00
SCA-Central Florida LLC
569 Brookwood Village Ste 901BirminghamAL35209471535510Indirect Interest in Surgery CenterDEN/A00
The Bariatric Center of Kansas City LLC
9100 W 74th StreetMerriamKS66204823025378Surgery CenterKSN/A00
Urgent Care Centers of Brevard County LLC
2600 Westhall Lane Ste 200MaitlandFL32751844261523Urgent Care CentersFLN/A0Yes (1)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
AdventHealth at Overland Park-College MOB Condominium Assoc
9119 W 74th Street Ste 260MerriamKS66204874353752Condo AssociationKSN/ACYes (1)
AdventHealth City Center North Owners' Assoc Inc (65-123123)
9119 W 74th Street Ste 260MerriamKS66204991471046Maintenance AssociationKSN/ACYes (1)
AdventHealth Primary Care Inc fka AH North Polk Inc
900 Hope WayAltamonte SpringsFL32714593231322InactiveFLN/ACYes (1)
AdventHealth Value Based Bundle Management LLC
2600 Lucien WayMaitlandFL32751873487910Medical Contracting and BillingFLN/ACYes (1)
Altamonte Medical Plaza Condominium Association Inc
601 East Rollins StreetOrlandoFL32803592855792Condo AssociationFLN/ACYes (1)
Apopka Medical Plaza Condominium Assoc Inc (11-123123)
601 East Rollins StreetOrlandoFL32803593000857Condo AssociationFLN/ACYes (1)
Battle Creek Adventist Hospital
900 Hope WayAltamonte SpringsFL32714381359189InactiveMIN/ACYes (1)
Florida Hospital Flagler Medical Offices Association Inc
60 Memorial Medical ParkwayPalm CoastFL32164262158309Condo AssociationFLN/ACYes (1)
Florida Hosp Hlth Village Property Owner's Assoc Inc
550 E Rollins Street 7th FloorOrlandoFL32803821748255Condo AssociationFLN/ACYes (1)
Florida Hospital Healthcare System Inc
2600 Lucien WayMaitlandFL32751593215680PHSO / CINFLN/ACYes (1)
Florida Medical Plaza Condominium Association Inc
601 East Rollins StreetOrlandoFL32803592855791Condo AssociationFLN/ACYes (1)
Kissimmee Multispecialty Clinic Condominium Association Inc
201 Hilda Street Suite 30KissimmeeFL34741593539564Condo AssociationFLN/ACYes (1)
Midwest Management Services Inc
9100 West 74th StreetShawnee MissionKS66204480901551InactiveKSN/ACYes (1)
North American Health Services Inc & Sub
900 Hope WayAltamonte SpringsFL32714621041820Holding Co.TNN/ACYes (1)
Ormond Prof Associates Condo Assoc Inc (430 year end)
770 W Granada Blvd Ste 101Ormond BeachFL32174592694434Condo AssociationFLN/ACYes (1)
Park Ridge Property Owner's Association Inc
1 Park Place Naples RoadFletcherNC28732030380531Condo AssociationNCN/ACYes (1)
Park Ridge Condominium #1 Unit Owners Association Inc
1 Park Place Naples RoadFletcherNC28732010584623Condo AssociationNCN/ACYes (1)
Redmond Park Health Services Inc
501 Redmond Rd NWRomeGA30165621330078Holding CompanyGAN/ACYes (1)
Surgicare of Rome Inc
501 Redmond Rd NWRomeGA30165200376307Holding CompanyGAN/ACYes (1)
The Garden Retirement Community Inc
485 North Keller Road Ste 250MaitlandFL32751593414055Real Estate RentalFLN/ACYes (1)
Winter Park Medical Office Building I Condo Assoc Inc
601 East Rollins StreetOrlandoFL32803452228478Condo AssociationFLN/ACYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AdventHealth Foundation Inc
C$518,535Actual Amount Received
Adventist Health SystemSunbelt Inc
C$6,839,143Actual Amount Received
Adventist Health SystemSunbelt Inc
K$3,414,737FMV Rental Rate
Adventist Health SystemSunbelt Inc
P$28,973,826Cost