ADVENTHEALTH FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ADVENTHEALTH FOUNDATION INC (EIN 59-2219301)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349306543
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:33:31-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592219301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SunSystem Development Corporation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNS | BusinessNameControlTxt |
| Phone | 4073571000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Hope Way | AddressLine1 |
| City | Altamonte Springs | City |
| State | FL | State |
| ZIP Code | 32714 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynn C Addiscott | PersonNm |
| Person Title | Assistant Secretary | PersonTitleTxt |
| Phone | 4079751400 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Donald L Jernigan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Hope Way | AddressLine1 |
| City | Altamonte Springs | City |
| State | FL | State |
| ZIP Code | 32714 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,404,354 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | Fund Raising for Affiliated Tax-Exempt Hospitals | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 729 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,229,146 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,137,548 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,972,986 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,948,392 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,185,463 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,219,542 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$816,034 | PYOtherRevenueAmt |
| CY Other Revenue | -$773,684 | CYOtherRevenueAmt |
| PY Total Revenue | $21,571,561 | PYTotalRevenueAmt |
| CY Total Revenue | $35,531,798 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,051,305 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,366,628 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $403,555 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $315,060 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,565,969 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,326,557 | PYOtherExpensesAmt |
| CY Other Expenses | $6,008,817 | CYOtherExpensesAmt |
| PY Total Expenses | $16,781,417 | PYTotalExpensesAmt |
| CY Total Expenses | $30,690,505 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,790,144 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,841,293 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $132,771,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,021,818 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,432,804 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,504,786 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $127,338,387 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $130,517,032 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Adventist Health System Sunbelt Healthcare Corporation and all of its subsidiary organizations were established by the Seventh-Day Adventist Church to bring a ministry of healing and health to the communities served. Our mission is to extend the healing ministry of Christ. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,366,628 | ExpenseAmt |
| Grant | $24,366,628 | GrantAmt |
| Revenue | $20,948,392 | RevenueAmt |
| Desc | SunSystem Development Corporation (SDC) is involved in philanthropic activities for the benefit of its affiliated tax-exempt hospital organizations. During 2013, SDC supported the activities of eleven charitable related tax-exempt hospital organizations. | Desc |
| Total Program Service Expenses | $24,366,628 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 53 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heather Haddix | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4073571000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Hope Way | AddressLine1 |
| City | Altamonte Springs | City |
| State | FL | State |
| ZIP Code | 32714 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Carlson Ronald | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $950 | $0 | ||
| Cauley DMin Michael F | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $950 | $0 | ||
| Craig Carlos | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $950 | $0 | ||
| Davidson James R | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $2,025 | $0 | ||
| Griffith Jr Buford | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $2,025 | $0 | ||
| Grove Rodney A | ||||||||
| Director (end 10/13) | 0.10 | 3.00 | Yes (X) | $0 | $425 | $0 | ||
| Hagele Elaine M | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $2,025 | $0 | ||
| Hayes Alta Sue | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $950 | $0 | ||
| Houmann Lars D | ||||||||
| Director | 0.10 | 50.00 | Yes (X) | $0 | $1,670,927 | $240,916 | ||
| Jernigan PhD Donald L | ||||||||
| Director/CEO | 0.10 | 50.00 | Yes (X) | $0 | $1,621,076 | $100,888 | Yes (X) | |
| Johnson MD Mark | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $950 | $0 | ||
| Knutson J Deryl | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $2,025 | $0 | ||
| Lemon Thomas L | ||||||||
| Vice Chairman/Director | 0.10 | 3.00 | Yes (X) | $0 | $2,247 | $0 | ||
| Livesay MDiv Donald E | ||||||||
| Chairman/Director | 0.10 | 3.00 | Yes (X) | $0 | $2,247 | $0 | ||
| Moore MDiv Larry R | ||||||||
| Vice Chairman/Director | 0.10 | 3.00 | Yes (X) | $0 | $2,247 | $0 | ||
| Morel Hubert J | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $950 | $0 | ||
| Pichette Ray | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $950 | $0 | ||
| Reiner Richard K | ||||||||
| Director | 0.10 | 50.00 | Yes (X) | $0 | $1,662,894 | $59,355 | ||
| Robinson Randy | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $2,025 | $0 | ||
| Scott Glynn CW | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $2,025 | $0 | ||
| Shaw Terry D | ||||||||
| Director | 0.10 | 50.00 | Yes (X) | $0 | $1,692,632 | $243,317 | ||
| Smith DMin PhD Ron C | ||||||||
| Vice Chair/Sec/Director | 0.10 | 3.00 | Yes (X) | $0 | $2,247 | $0 | ||
| Thurber Gary | ||||||||
| Director (beg 11/13) | 0.10 | 3.00 | Yes (X) | $0 | $1,800 | $0 | ||
| Webb Gil | ||||||||
| Director (beg 1/13) | 0.10 | 3.00 | Yes (X) | $0 | $1,075 | $0 | ||
| Werner Thomas L | ||||||||
| Director | 0.10 | 3.00 | Yes (X) | $0 | $1,450 | $0 | ||
| Cummings Des | ||||||||
| President | 30.00 | 0.00 | $0 | $459,922 | $35,899 | Yes (X) | ||
| Collis David | ||||||||
| Vice President/CDO | 40.00 | 0.00 | $0 | $337,324 | $52,058 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,477,313 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $732,433 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | Province Or StateContractorAddress/ForeignAddress/ProvinceOrState | CountryContractorAddress/ForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| Blackbaud Inc | |||||||||
| PO Box 930256 | Atlanta | GA | 31193 | Maintenance Fees/Training | $150,995 | ||||
| Legacy Leaders Corporation | |||||||||
| Fundraising Consulting | $112,000 | 425 University Avenue | Suite 700 | Toronto | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,766,128 | FundraisingAmt |
| Related Organizations | $4,729,600 | RelatedOrganizationsAmt |
| Government Grants | $66,517 | GovernmentGrantsAmt |
| All Other Contributions | $3,575,303 | AllOtherContributionsAmt |
| Noncash Contributions | $8,412 | NoncashContributionsAmt |
| Total Contributions | $11,137,548 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Satisfaction of Program Restricti | 900099 | $20,925,243 | $20,925,243 |
| Advised Fund Fees | 900099 | $7,839 | $7,839 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,310 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,310 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,948,392 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,442,743 | TotalRevenueColumnAmt |
| Exclusion | $2,442,743 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,975,478 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $198,679 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,776,799 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,776,799 | TotalRevenueColumnAmt |
| Exclusion | $1,776,799 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $900,193 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,766,128 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,673,877 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$773,684 | TotalRevenueColumnAmt |
| Exclusion | -$773,684 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,531,798 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,948,392 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,445,858 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,919,714 | TotalAmt |
| Program Services | $23,919,714 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,914 | TotalAmt |
| Program Services | $446,914 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,060 | TotalAmt |
| Fundraising | $315,060 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,131 | TotalAmt |
| Management And General | $104,841 | ManagementAndGeneralAmt |
| Fundraising | $138,290 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,414 | TotalAmt |
| Management And General | $24,047 | ManagementAndGeneralAmt |
| Fundraising | $26,367 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,847 | TotalAmt |
| Management And General | $159,177 | ManagementAndGeneralAmt |
| Fundraising | $71,670 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,351 | TotalAmt |
| Management And General | $470 | ManagementAndGeneralAmt |
| Fundraising | $1,881 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,488 | TotalAmt |
| Management And General | $226,326 | ManagementAndGeneralAmt |
| Fundraising | $20,162 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,327 | TotalAmt |
| Management And General | $13,830 | ManagementAndGeneralAmt |
| Fundraising | $67,497 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,260 | TotalAmt |
| Management And General | $450 | ManagementAndGeneralAmt |
| Fundraising | $4,810 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,628 | TotalAmt |
| Management And General | $1,628 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,558 | TotalAmt |
| Management And General | $213,558 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Reimbursed Salaries/Wag | $4,491,462 | $886,887 | $3,604,575 |
| Purchased Services | $178,195 | $64,947 | $113,248 |
| Gifts | $100,689 | $1,192 | $99,497 |
| Food Costs | $59,732 | $48,191 | $11,541 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,735 | TotalAmt |
| Management And General | $12,364 | ManagementAndGeneralAmt |
| Fundraising | $91,371 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,690,505 | TotalAmt |
| Program Services | $24,366,628 | ProgramServicesAmt |
| Management And General | $1,757,908 | ManagementAndGeneralAmt |
| Fundraising | $4,565,969 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,653 | BOYAmt |
| EOY | $174,561 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,031,367 | BOYAmt |
| EOY | $97,468,679 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,567,416 | BOYAmt |
| EOY | $14,232,473 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,294 | BOYAmt |
| EOY | $183,871 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,125 | BOYAmt |
| EOY | $7,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,635 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $846,545 | BOYAmt |
| EOY | $782,013 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,006,156 | BOYAmt |
| EOY | $26,172,971 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,771,191 | BOYAmt |
| EOY | $139,021,818 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $794,496 | BOYAmt |
| EOY | $250,100 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,638,308 | BOYAmt |
| EOY | $8,254,686 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,432,804 | BOYAmt |
| EOY | $8,504,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,916,433 | BOYAmt |
| EOY | $42,469,649 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,240,372 | BOYAmt |
| EOY | $84,860,269 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,181,582 | BOYAmt |
| EOY | $3,187,114 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,338,387 | BOYAmt |
| EOY | $130,517,032 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,771,191 | BOYAmt |
| EOY | $139,021,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,841,293 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $59,486 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $33,282 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,755,416 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,829,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,515,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,250,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,193,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,062,791 | CurrentTaxYearAmt |
| Total | $132,851,473 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,829,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,515,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,250,670 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,193,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,062,791 | CurrentTaxYearAmt |
| Total | $132,851,473 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $27,252,066 | SubstantialContributorsTotAmt |
| Public Support Total170 | $105,599,407 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,371,213 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,198,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,815,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,107,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,019,529 | CurrentTaxYearAmt |
| Total | $11,511,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $144,362,625 | TotalSupportAmt |
| Public Support CY170 | 0.73150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 6 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $183,096 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $151,079 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $450,805 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,504,372 | BeginningYearBalanceAmt |
| Contributions | $79,461 | ContributionsAmt |
| Investment Earnings Or Losses | $808,853 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $355,621 | OtherExpendituresAmt |
| End Year Balance | $17,037,065 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,644,852 | BeginningYearBalanceAmt |
| Contributions | $79,402 | ContributionsAmt |
| Investment Earnings Or Losses | $780,118 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,504,372 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,135,428 | BeginningYearBalanceAmt |
| Contributions | $121,143 | ContributionsAmt |
| Investment Earnings Or Losses | $753,535 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $365,254 | OtherExpendituresAmt |
| End Year Balance | $15,644,852 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,724,553 | BeginningYearBalanceAmt |
| Contributions | $30,203 | ContributionsAmt |
| Investment Earnings Or Losses | $720,592 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $339,920 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,135,428 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,991,990 | BeginningYearBalanceAmt |
| Contributions | $57,189 | ContributionsAmt |
| Investment Earnings Or Losses | $696,088 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $117,114 | GrantsOrScholarshipsAmt |
| Administrative Expenses | -$96,400 | AdministrativeExpensesAmt |
| End Year Balance | $14,724,553 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81480 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Other Receivables | $8,936,765 |
| Investments Held Under Split-Interest Agreements | $15,227,977 |
| Cash Surrender Value of Life Insurance | $1,215,814 |
| Other Assets | $533,163 |
| Donated Assets | $221,090 |
| Due from Affiliated Organizations | $38,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $26,172,971 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to Affiliated Organizations | $4,729,253 |
| Other Liabilities | $60,080 |
| Liabilities Under Split-Interest Agreements | $3,371,064 |
| Charitable Gift Annuity | $94,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,254,686 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | SunSystem Development Corp. (SDC) has certain endowments established for a variety of purposes in support of related tax-exempt hospital organizations that are also exempt under IRC Section 501(c)(3). All of SDC's permanently restricted endowment funds are required to be retained permanently either by explicit donor stipulation or by the Florida Uniform Prudent Management of Institutional Funds Act. Part V, line 1a, column (e) Four years back - Explanation for change in opening balance: During the year 2009, management of the Foundation determined that there were temporarily restricted net assets that should have been classified as unrestricted board-designated endowment funds as of December 31, 2008. This included $11,203,949 of board-designated endowments that should have been released from restriction in fiscal year 2008 or an earlier period. As a result, the Foundation restated beginning board-designated endowment funds on the statement of activities in its 2009 tax year. |
| Part X, Line 2: | The filing organization is a subsidiary organization within Adventist Health System (AHS). The consolidated financial statements of AHS contain the following FIN 48 footnote: Please note that dollar amounts are in thousands. Healthcare Corporation and its affiliated organizations, other than North American Health Services, Inc. and its subsidiaries (NAHS), are exempt from state and federal income taxes. Accordingly, Healthcare Corporation and its tax-exempt affiliates are not subject to federal, state, or local income taxes except for any net unrelated business taxable income. For the years ended December 31, 2013 and 2012, unrelated business income activities conducted by Healthcare Corporation and its tax-exempt affiliates did not generate a material amount of combined federal, state and local income tax. NAHS is a wholly owned, for-profit subsidiary of Healthcare Corporation. NAHS and its subsidiaries are subject to federal and state income taxes. NAHS files a consolidated federal income tax return and, where appropriate, consolidated state income tax returns. For the years ended December 31, 2013 and 2012, NAHS generated taxable income of approximately $500 and $2,100, respectively. This taxable income was fully offset by net operating loss carryforwards for federal income tax purposes. Although one state in which NAHS conducts business has suspended the utilization of net operating loss carryforwards for the year ended December 31, 2013, no material state income tax liability resulted. Accordingly, there is no provision for current federal or state income tax for the years ended December 31, 2013 and 2012. NAHS also has temporary deductible differences of approximately $65,000 and $64,800 at December 31, 2013 and 2012, respectively, primarily as a result of net operating loss carryforwards. At December 31, 2013, NAHS had net operating loss carryforwards of approximately $64,200 of which $21,000 will expire in 2023, with the remaining $43,200 expiring beginning in 2018 through 2026. Some of these net operating losses are subject to the separate return limitation year rules. Deferred taxes have been provided for these amounts, resulting in a net deferred tax asset of approximately $24,700 and $24,600 at December 31, 2013 and 2012, respectively. A full valuation allowance has been provided at December 31, 2013 and 2012, respectively, to offset the deferred tax asset since Healthcare Corporation has determined that it is more likely than not that the benefit of the net operating loss carryforwards will not be realized in future years. The Income Taxes Topic of the ASC (ASC 740) prescribes the accounting for uncertainty in income tax positions recognized in financial statements. ASC 740 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. There were no material uncertain tax positions as of December 31, 2013 and 2012. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Communication Mark Inc | ||||||||||||
| 233 Tampa Circle | Arden | NC | 28704 | Consulting & Grantwriting Services | 0 | $323,644 | $22,431 | $323,644 | ||||
| American Fundraising Foundation | ||||||||||||
| 953 N Lake Adair Drive Suite 600 | Orlando | FL | 32804 | Provides live auction services | 0 | $0 | $76,689 | $0 | ||||
| Legacy Leaders | ||||||||||||
| Consulting Services | 0 | $0 | $112,000 | $0 | 425 University Avenue Ste 700 | Toronto | Toronto | CA | ||||
| Brea Weiss | ||||||||||||
| 9310 Isleworth Gardens Drive | Windermere | FL | 34786 | Consulting Services | 0 | $0 | $75,000 | $0 | ||||
| Thompson & Associates | ||||||||||||
| 112 Westwood Place Ste 250 | Brentwood | TN | 37027 | Consulting Services | 0 | $0 | $6,417 | $0 | ||||
| Brooke Gans | ||||||||||||
| 1105 Woodland Street | Orlando | FL | 32806 | Consulting | 0 | $0 | $23,144 | $0 | ||||
| B Robert Stivers III | ||||||||||||
| 207 Main Street | Manchester | KY | 40962 | Consulting Services | 0 | $0 | $29,167 | $0 | ||||
| Al Weiss | ||||||||||||
| 9310 Isleworth Gardens Drive | Windermere | FL | 34786 | Consulting Services | 0 | $0 | $45,000 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $323,644 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $389,848 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $323,644 | TotalNetToOrganizationAmt |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $2,009,706 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,518,904 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $490,802 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $58,984 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $230,381 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $489,477 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $171,915 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOURMET DINNER | NameOfEvent2Amt |
| Gross Receipts Event2 | $274,835 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $231,156 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $43,679 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $1,742 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $20,008 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $7,110 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $40,925 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 30 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,381,780 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,016,068 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $365,712 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $3,650 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $59,171 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $50,727 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $174,153 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $115,839 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $249,795 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $3,666,321 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,766,128 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $900,193 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,650 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $119,897 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $50,727 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $424,542 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $612,426 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $462,635 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,673,877 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$773,684 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (28 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Adventist Health SystemSunbelt Inc dba Florida Hospital | |||||||
| 601 E Rollins Street | Orlando | FL | 32803 | 591479658 | 501(c)(3) | $19,080,196 | General Hospital Support |
| Adventist University of Health Sciences Inc | |||||||
| 671 Winyah Drive | Orlando | FL | 32803 | 593069793 | 501(c)(3) | $213,143 | General Support |
| Community Foundation of Greater Winter Haven | |||||||
| PO Box 9445 | Winter Haven | FL | 33883 | 593649871 | 501(c)(3) | $160,000 | General Support |
| Creation Development Foundation | |||||||
| 52 Riley Road Ste 404 | Celebration | FL | 34747 | 453411581 | 501(c)(3) | $1,455,000 | Construction |
| First Congregational | |||||||
| 225 S Interlachen Avenue | Winter Park | FL | 32780 | 590637840 | 501(c)(3) | $45,174 | Parish Nursing |
| Florida Hospital Medical Group Inc | |||||||
| 900 Winderley Place Ste 1400 | Maitland | FL | 32751 | 593214635 | 501(c)(3) | $341,223 | General Support |
| Florida Hospital Medical Group Inc dba Radiology Specialists of Florida | |||||||
| 235 E Princeton Street Ste 100 | Orlando | FL | 32804 | 593214635 | 501(c)(3) | $62,238 | General Support |
| Florida Osteopathic Medical Association | |||||||
| 2007 Apalachee Parkway | Tallahassee | FL | 32301 | 590730737 | 501(c)(6) | $42,950 | Educational |
| Florida Resurrection House | |||||||
| 800-11th St North | St Petersburg | FL | 33705 | 592837168 | 501(c)(3) | $20,000 | General Support |
| Macedonia Missionary Baptist | |||||||
| 412 E Kennedy Blvd | Eatonville | FL | 32751 | 591715085 | 501(c)(3) | $12,551 | Parish Nursing |
| Redeemer Lutheran Church | |||||||
| 3377 Aloma Avenue | Winter Park | FL | 32792 | 591401618 | 501(c)(3) | $23,175 | Parish Nursing |
| Runway to Hope Inc | |||||||
| 189 S Orange Ave | Orlando | FL | 32801 | 273272616 | 501(c)(3) | $15,000 | General Support |
| Winter Park Presbyterian | |||||||
| 400 S Lakemont Avenue | Winter Park | FL | 32792 | 590830757 | 501(c)(3) | $10,720 | Parish Nursing |
| Memorial Hospital - West Volusia Inc | |||||||
| 701 W Plymouth Ave | Deland | FL | 32720 | 593256803 | 501(c)(3) | $41,500 | Medical Equipment |
| Adventist Health SystemSunbelt Inc dba Florida Hospital Heartland | |||||||
| 4200 Sun N Lake Blvd | Sebring | FL | 33870 | 591479658 | 501(c)(3) | $25,761 | General Hospital Support |
| Adventist Health SystemSunbelt Inc dba Florida Hospital Heartland | |||||||
| 4200 Sun N Lake Blvd | Sebring | FL | 33870 | 591479658 | 501(c)(3) | $111,274 | Construction |
| Memorial Hospital - Flagler Inc | |||||||
| 60 Memorial Medical Park | Palm Coast | FL | 32164 | 592951990 | 501(c)(3) | $89,180 | General Hospital Support |
| Memorial Hospital - Flagler Inc | |||||||
| 60 Memorial Medical Park | Palm Coast | FL | 32164 | 592951990 | 501(c)(3) | $48,907 | Construction |
| Adventist Health System Georgia Inc | |||||||
| 1035 Red Bud Road | Calhoun | GA | 30701 | 581425000 | 501(c)(3) | $513,249 | General Hospital Support |
| Jellico Community Hospital | |||||||
| 188 Hospital Lane | Jellico | TN | 37762 | 620924706 | 501(c)(3) | $20,000 | Bio-terrorism Preparedness Program |
| Jellico Community Hospital | |||||||
| 188 Hospital Lane | Jellico | TN | 37762 | 620924706 | 501(c)(3) | $19,707 | Drug testing in public schools |
| Jellico Community Hospital | |||||||
| 188 Hospital Lane | Jellico | TN | 37762 | 620924706 | 501(c)(3) | $250,000 | Construction |
| Jellico Community Hospital | |||||||
| 188 Hospital Lane | Jellico | TN | 37762 | 620924706 | 501(c)(3) | $291,280 | Equipment |
| Memorial Hospital Inc | |||||||
| 210 Marie Langdon Drive | Manchester | KY | 40962 | 610594620 | 501(c)(3) | $8,394 | Furniture & Equipment |
| Metroplex Adventist Hospital Inc | |||||||
| 2201 S Clear Creek Rd | Killeen | TX | 76549 | 742225672 | 501(c)(3) | $110,944 | Equipment purchase |
| Fletcher Hospital Inc | |||||||
| 50 Hospital Dr | Hendersonville | NC | 28792 | 560543426 | 501(c)(3) | $17,363 | General Hospital Support |
| Henderson County United Way Inc | |||||||
| PO Box 487 | Hendersonville | NC | 28793 | 560890133 | 501(c)(3) | $6,419 | General Support |
| Southwest Volusia Healthcare Corp | |||||||
| 1055 Saxon Blvd | Orange City | FL | 32763 | 593149293 | 501(c)(3) | $26,489 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Scholarships | 16 | $30,500 | |||
| Medical Expenses for Patients in Need | 735 | $317,479 | |||
| Mammogram Screenings | 67 | $50,925 | |||
| Employee Assistance - food, clothing & shelter | 101 | $46,677 | |||
| Various items distributed to Needy Families During the Christmas Season | 9 | $2,218 | FMV | Various Goods |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants are generally made only to related supported hospital organizations that are exempt from Federal Income Tax under 501(c)(3), other 501(c)(3) organizations that are a part of the group exemption ruling issued to the General Conference of Seventh-Day Adventists, or to other 501(c)(3) community organizations involved in health-related causes. Accordingly, the filing organization has not established specific procedures for monitoring the use of grant funds in the United States as the filing organization does not have a grant making program that would necessitate such procedures. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Houmann Lars D | ||||||||||||||
| Director | $0 | $911,606 | $0 | $302,898 | $0 | $456,423 | $0 | $197,919 | $0 | $42,997 | $0 | $1,911,843 | $0 | $166,425 |
| Jernigan PhD Donald L | ||||||||||||||
| Director/CEO | $0 | $988,725 | $0 | $329,269 | $0 | $303,082 | $0 | $13,850 | $0 | $87,038 | $0 | $1,721,964 | $0 | $0 |
| Reiner Richard K | ||||||||||||||
| Director | $0 | $913,142 | $0 | $302,898 | $0 | $446,854 | $0 | $13,850 | $0 | $45,505 | $0 | $1,722,249 | $0 | $0 |
| Shaw Terry D | ||||||||||||||
| Director | $0 | $911,185 | $0 | $302,898 | $0 | $478,549 | $0 | $197,919 | $0 | $45,398 | $0 | $1,935,949 | $0 | $166,425 |
| Cummings Des | ||||||||||||||
| President | $0 | $206,078 | $0 | $161,711 | $0 | $92,133 | $0 | $13,850 | $0 | $22,049 | $0 | $495,821 | $0 | $0 |
| Collis David | ||||||||||||||
| Vice President/CDO | $0 | $265,474 | $0 | $38,491 | $0 | $33,359 | $0 | $18,147 | $0 | $33,911 | $0 | $389,382 | $0 | $7,514 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The individual who serves as the CDO/Vice President of Florida Hospital Foundation (FHF), the primary Foundation division within the filing organization is compensated by Adventist Health System Sunbelt Healthcare Corp (AHSSHC) for that individual's role in serving as the CDO/Vice President of FHF. Compensation and benefits provided to this individual are determined pursuant to policies, procedures, and processes of AHSSHC that are designed to ensure compliance with the intermediate sanctions laws as set forth in IRC Section 4958. AHSSHC has taken steps to ensure that processes are in place to satisfy the rebuttable presumption of reasonableness standard as set forth in Treasury Regulation 53.4958-6 with respect to its active executive-level positions. The AHSSHC Board Compensation Committee (the Committee) serves as the governing body for all executive compensation matters. The Committee is composed of certain members of the Board of Directors (the Board) of AHSSHC. Voting members of the Committee include only individuals who serve on the Board as independent representatives of the community, who hold no employment positions with AHSSHC and who do not have relationships with any of the individuals whose compensation is under their review that impacts their best independent judgment as fiduciaries of AHSSHC. The Committee's role is to review and approve all components of the executive compensation plan of AHSSHC. As an independent governing body with respect to executive compensation, it should be noted that the Committee will often confer in executive sessions on matters of compensation policy and policy changes. In such executive sessions, no members of management of AHSSHC are present. 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 AHS and each of its affiliated entities. The following principles guide the establishment of individual executive compensation: - The salary of the President/CEO of AHS will not exceed the 40th 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, Line 4b | Executives on the filing organization's management team that hold the position of Vice-President or above are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of a healthcare system known as Adventist Health System (AHS). In recognition of the contribution that each executive makes to the success of AHS, AHS provides to eligible executives participation in the AHS Executive FLEX Benefit Program (the Plan). The purpose of the Plan is to offer eligible executives an opportunity to elect from among a variety of supplemental benefits, including deferred compensation benefits taxable under Internal Revenue Code (IRC) Section 457(f), to individually tailor a benefits program appropriate to each executive's needs. The Plan provides eligible participants a pre-determined benefits allowance credit that is equal to a percentage of the executive's base pay from which is deducted the cost of mandatory and elective employee benefits. The pre-determined benefits allowance credit percentage is approved by the AHSSHC Board Compensation Committee, an independent committee of the Board of Directors of AHSSHC. Any funds that remain after the cost of mandatory and elective benefits are subtracted from the annual pre-determined benefits allowance are contributed, at the employee's option, 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 documents define an employee who is eligible to participate in the Plan to generally include the Chief Executive Officers of AHS entities and Vice Presidents of all AHS entities whose base salary is at least $218,000. 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 is forfeited by the executive upon a voluntary separation. In addition to the Plan, AHS has instituted a defined benefit, non-tax-qualified deferred compensation plan for certain executives who have provided lengthy service to AHS and/or to other Seventh-Day Adventist Church hospitals or health care institutions. Participation in the plan is offered to AHS executives on a prorata schedule beginning with 20 years of service as an employee of AHS and/or another hospital or health care institution controlled by the Seventh-Day Adventist Church and who satisfy certain other qualifying criteria. This supplemental executive retirement plan (SERP) 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 AHS 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 the SERP and by the individual's year of entry to the AHS Executive FLEX Benefit Program. Flex Plan Flex Plan/ SERP 457(b) CY CY Employer CY Contrib./ Distributions Contrib. Distributions* Payment ------------------------------------------------------- Houmann, Lars D. $ 184,069 $ 186,831 $232,784 $ 0 Jernigan, Ph.D., Donald L. $ 210,224 $ 192,724 $ 0 $ 0 Reiner, Richard K. $ 191,096 $ 173,596 $194,730 $ 0 Shaw, Terry D. $ 184,069 $ 179,354 $268,802 $ 0 Cummings, Desmond $ 15,219 $ 15,219 $ 23,597 $ 0 Collis, David $ 26,897 $ 7,517 $ 0 $ 0 * Including Investment Earnings |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Miscellaneous | 4 | $8,412 | Replacement Cost |
| Yes (X) | Various items | 138 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | The number of contributions reported in column (b) of Schedule M, Part I, represents the number of items received by the filing organization during the current year with the exception of securities which are reported by the number of contributions. |
| Part I, Line 32b: | Sunsystem Development Corporation (SDC) is a charitable foundation organization that supports eleven related tax-exempt hospital organizations. In carrying out its philanthropic activities, SDC will occasionally engage third-parties to provide various consulting services. Such consulting services generally include donor/grant prospecting, assistance with grant-writing, fund-raising planning and organization, and planned giving services. Fees paid to any engaged consultants are at fair market value rates and the terms are always negotiated at arm's length. |
| Part I, Line 33: | Pursuant to the filing organization's Net Assets Accounting Policy, gifts of donated property are recorded by the filing organization to the unrestricted net assets (equity) account. Accordingly, donated property reported on lines 9 and 26 are recorded directly to equity accounts and are not recorded in the income statement. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | SunSystem Development Corporation (SDC) is a wholly owned subsidiary of 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 is the sole corporate member of SDC. There are no other separate classes of membership in SDC. |
| Form 990, Part VI, Section A, line 7a | The affairs of SDC are managed by a Board of Managers. The Board of Managers of SDC are elected by the Member of SDC. |
| Form 990, Part VI, Section A, line 7b | The member of SDC has certain reserved powers as set forth in the Articles of Incorporation and Bylaws of SDC. These reserved powers include the following: a) to appoint and remove the members of the Board of Managers of SDC; and b) to adopt, amend, restate, and repeal the Articles of Incorporation or Bylaws of SDC. |
| Form 990, Part VI, Section B, line 11 | SDC's current year Form 990 was reviewed by the organization's Senior Vice President of Finance prior to its filing with the IRS. The review conducted by the Senior Vice President of Finance did not include the review of any supporting workpapers that were used in preparation of the current year's Form 990, but did include a review of the entire Form 990 and all supporting schedules. |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest Policy of SDC applies to members of its Board of Managers and its principal officers (to be known as Interested Persons). In connection with any actual or possible conflict of interests, any member of the Board of Managers of SDC or any principal officer of SDC (i.e. Interested Persons) must disclose the existence of any financial interest with SDC and must be given the opportunity to disclose all material facts concerning the financial interest/arrangement to the Board of Managers of SDC 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 Managers 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 SDC's Conflict of Interest Policy, an Interested Person may make a presentation to the Board of Managers (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 SDC's Conflict of Interest Policy, shall annually sign a statement which affirms that such person has received a copy of the Conflict of Interests policy, has read and understands the policy, has agreed to comply with the policy, and understands that SDC is a charitable organization that must primarily engage in activities which accomplish one or more of its exempt purposes. SDC's Conflict of Interest Policy also requires that periodic reviews shall be conducted to ensure that SDC operates in a manner consistent with its charitable purposes. |
| Form 990, Part VI, Section B, line 15 | The filing organization's President and Vice President are not compensated by the filing organization. Such individuals are 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 19 | The filing organization is a part of the system of healthcare organizations known as Adventist Health System (AHS). Each year, AHS publishes an annual report document that includes a financial report for the relevant year as well as a community benefit report. The financial report and community benefit report are presented on a consolidated basis and represent all of the activities, results of operations, and financial position at year-end of the entire AHS system. In addition, the audited consolidated financial statements of AHS and of the AHS "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 AHS on a consolidated basis and for the grouping of AHS subsidiaries comprising the "Obligated Group". The filing organization does not generally make its governing documents or conflict of interest policy available to the public. |
| Form 990, Part XI, line 9: | Temporarily Restricted Gifts 15,122,078. Permanently Restricted Gifts 79,461. Special Event Revenue and Expense Reclassed -5,130. Change in Value of Split-Interest Agreements 1,987,222. Temporarily Restricted Investment Income 1,032,108. Transfer of Net Assets from Restricted Fund Balance -20,925,243. Other Adjustments -45,763. Uncollectible Pledges -70,992. Write off Intercompany Receivable -374,635. Transfer to Affiliated 1,445,478. |
| Part VII, Section A | For those Board of Director members and key employees 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 within Adventist Health System. |
| Part X, Line 2 | The amounts shown on line 2 of Part X of this return includes 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (105 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adventist Bolingbrook Hospital | |||||||||||
| 500 Remington Blvd | Bolingbrook | IL | 60440 | 651219504 | Operation of Hospital & Related Services | IL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Adventist Care Centers - Courtland Inc | |||||||||||
| 730 Courtland Street | Orlando | FL | 32804 | 205774723 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Adventist GlenOaks Hospital | |||||||||||
| 701 Winthrop Avenue | Glendale Heights | IL | 60139 | 363208390 | Operation of Hospital & Related Services | IL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Adventist Hinsdale Hospital | |||||||||||
| 120 North Oak Street | Hinsdale | IL | 60521 | 362276984 | Operation of Hospital & Related Services | IL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Adventist Hlth Mid-America Inc | |||||||||||
| 9100 W 74th Street | Shawnee Mission | KS | 66204 | 521347407 | Hlthcare Related Services | KS | 501(c)(3) | Line 11a, I | Adventist Hlth SystemSunbelt Inc | 0 | |
| Adventist Hlth Partners Inc | |||||||||||
| 1000 Remington Blvd Ste 200 | Bolingbrook | IL | 60440 | 364138353 | Operate out-patient physician clinics | IL | 501(c)(3) | Line 3 | AHS Midwest Management Inc | 0 | |
| Adventist Hlth System Affiliated Benefit Trust | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 266422966 | Promotion of Hlthcare | FL | 501(c)(3) | Line 11a, I | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Adventist Hlth System Sunbelt Hlthcare Corp | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 592170012 | Management Services | FL | 501(c)(3) | Line 11a, I | 0 | N/A | |
| Adventist Hlth SystemGeorgia Inc | |||||||||||
| 1035 Red Bud Road | Calhoun | GA | 30701 | 581425000 | Operation of Hospital & Related Services | GA | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Adventist Hlth SystemSunbelt Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 591479658 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Adventist Hlth SystemTexas Inc | |||||||||||
| 602 Courtland Street | Orlando | FL | 32804 | 742578952 | Leasing Personnel to Affiliated Hospital | TX | 501(c)(3) | Line 11c, III-FI | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Adventist University of Health Sciences Inc (630 Year End) | |||||||||||
| 671 Lake Winyah Drive | Orlando | FL | 32803 | 593069793 | Education/Operation of School | FL | 501(c)(3) | Line 2 | Adventist Hlth SystemSunbelt Inc | 0 | |
| AHS Midwest Management Inc | |||||||||||
| 1000 Remington Blvd Ste 200 | Bolingbrook | IL | 60440 | 363354567 | Operation of Physician Practice Mgmt | IL | 501(c)(3) | Line 11a, I | Adventist Hlth SystemSunbelt Inc | 0 | |
| AHSCentral Texas Inc | |||||||||||
| 1301 Wonder World Drive | San Marcos | TX | 78666 | 742621825 | Provide Office Space - Medical Professionals | TX | 501(c)(3) | Line 11c, III-FI | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Apopka Hlth Care Properties Inc | |||||||||||
| 305 E Oak Street | Apopka | FL | 32703 | 510605694 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| Battle Creek Adventist Hospital | |||||||||||
| 1000 Remington Blvd Ste 200 | Bolingbrook | IL | 60440 | 381359189 | Inactive | MI | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Bolingbrook Hospital Foundation | |||||||||||
| 1000 Remington Blvd N Entrance 2nd | Bolingbrook | IL | 60440 | 900494445 | Fund-raising for Tax-exempt hospital | IL | 501(c)(3) | Line 7 | Midwest Hlth Foundation | 0 | |
| Bradford Heights Hlth & Rehab Center Inc | |||||||||||
| 950 Highpoint Drive | Hopkinsville | KY | 42240 | 205782342 | Operation of Home for the Aged/Hlthcare Delivery | KY | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Burleson Nursing & Rehab Center Inc | |||||||||||
| 301 Huguley Blvd | Burleson | TX | 76028 | 205782243 | Operation of Home for the Aged/Hlthcare Delivery | TX | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Caldwell Hlth Care Properties Inc | |||||||||||
| 1333 West Main | Princeton | KY | 42445 | 510605680 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| Cedar Crag Terrace Inc (630 Year End) (11-72213) | |||||||||||
| Rt 5 Box 900 | Manchester | KY | 40962 | 611120442 | Operation of Home for the elderly-disabled | KY | 501(c)(3) | Line 7 | Memorial Hospital Inc | 0 | |
| Central Texas Hlthcare Collaborative | |||||||||||
| 1301 Wonder World Drive | San Marcos | TX | 78666 | 453739929 | Support Operation of Hospital | TX | 501(c)(3) | Line 11a, I | Adventist Hlth SystemSunbelt Inc | 0 | |
| Central Texas Medical Center Foundation | |||||||||||
| 1301 Wonder World Drive | San Marcos | TX | 78666 | 742259907 | Fund-raising for Tax-exempt hospital | TX | 501(c)(3) | Line 7 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Chickasaw Hlth Care Properties Inc | |||||||||||
| 250 S Chickasaw Trail | Orlando | FL | 32825 | 510605681 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| Chippewa Valley Hospital & Oakview Care Center Inc | |||||||||||
| 1220 Third Avenue West | Durand | WI | 54736 | 391365168 | Operation of Hospital & Related Services | WI | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Cobb Medical Associates LLC | |||||||||||
| 3949 South Cobb Drive SE | Smyrna | GA | 30080 | 582617089 | Operation of Physician Practices & Medical Services | GA | 501(c)(3) | Line 3 | Emory-Adventist Inc | 0 | |
| Courtland Hlth Care Properties Inc | |||||||||||
| 730 Courtland Street | Orlando | FL | 32804 | 510605682 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| Creekwood Place Nursing & Rehab Center Inc | |||||||||||
| 683 E Third Street | Russellville | KY | 42276 | 205782260 | Operation of Home for the Aged/Hlthcare Delivery | KY | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Dairy Road Hlth Care Properties Inc | |||||||||||
| 7350 Dairy Road | Zephyrhills | FL | 33540 | 510605684 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| East Orlando Hlth & Rehab Center Inc | |||||||||||
| 250 S Chickasaw Trail | Orlando | FL | 32825 | 205774748 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Emory-Adventist Inc | |||||||||||
| 3949 South Cobb Drive | Smyrna | GA | 30080 | 582171011 | Operation of Hospital & Related Svcs | GA | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Fletcher Hospital Inc | |||||||||||
| 100 Hospital Drive | Hendersonville | NC | 28792 | 560543246 | Operation of Hospital & Related Svcs | NC | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| FLNC Inc | |||||||||||
| 3355 E Semoran Blvd | Apopka | FL | 32703 | 205774761 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Florida Hospital Healthcare Partners Inc (130-123113) | |||||||||||
| 301 Memorial Medical Parkway | Daytona Beach | FL | 32117 | 462354804 | Operation of Physician Practices & Medical Services | FL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Florida Hospital Medical Group Inc | |||||||||||
| 900 Winderley Place | Maitland | FL | 32751 | 593214635 | Operation of Physician Practices & Medical Services | FL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Florida Hospital Physician Group Inc (21-123113) | |||||||||||
| 14055 Riveredge Drive Ste 250 | Tampa | FL | 33637 | 462021581 | Operation of Physician Practices & Medical Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Florida Hospital Waterman Inc | |||||||||||
| 1000 Waterman Way | Tavares | FL | 32778 | 593140669 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Florida Hospital Zephyrhills Inc | |||||||||||
| 7050 Gall Blvd | Zephyrhills | FL | 33541 | 592108057 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Foundation for Shawnee Mission Medical Center Inc | |||||||||||
| 9100 W 74th Street | Shawnee Mission | KS | 66204 | 480868859 | Fund-raising for Tax-exempt hospital | KS | 501(c)(3) | Line 11a, I | Shawnee Mission Medical Center Inc | 0 | |
| GlenOaks Hospital Foundation | |||||||||||
| 701 Winthrop Avenue | Glendale Heights | IL | 60139 | 363926044 | Fund-raising for Tax-exempt hospital | IL | 501(c)(3) | Line 7 | Midwest Hlth Foundation | 0 | |
| Helen Ellis Memorial Hospital Auxiliary Inc | |||||||||||
| 1395 S Pinellas Ave | Tarpon Springs | FL | 34689 | 592106043 | Fund-raising for Tax-exempt hospital/foundation | FL | 501(c)(3) | Line 11c, III-FI | Tarpon Springs Hospital Foundation Inc | 0 | |
| Helen Ellis Memorial Hospital Foundation Inc | |||||||||||
| 1395 S Pinellas Ave | Tarpon Springs | FL | 34689 | 593690149 | Fund-raising for Tax-exempt hospital | FL | 501(c)(3) | Line 11c, III-FI | Tarpon Springs Hospital Foundation Inc | 0 | |
| Hinsdale Hospital Foundation | |||||||||||
| 7 Salt Creek Lane Suite 203 | Hinsdale | IL | 60521 | 521466387 | Fund-raising for Tax-exempt hospital | IL | 501(c)(3) | Line 7 | Midwest Hlth Foundation | 0 | |
| In-Motion Rehab Inc | |||||||||||
| 602 Courtland Street Ste 200 | Orlando | FL | 32804 | 208023411 | Therapy services to tax exempt nursing homes | KS | 501(c)(3) | Line 11b, II | Sunbelt Hlth Care Centers Inc | 0 | |
| Jellico Community Hospital Inc | |||||||||||
| 188 Hospital Lane | Jellico | TN | 37762 | 620924706 | Operation of Hospital & Related Services | TN | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Johnson County Community Care Corporation (11-5613) | |||||||||||
| 11801 South Freeway | Burleson | TX | 76028 | 452793120 | Support Operation of Hospital | TX | 501(c)(3) | Line 11a, I | Adventist Hlth SystemSunbelt Inc | 0 | |
| La Grange Memorial Hospital Foundation | |||||||||||
| 5101 S Willow Springs Rd | La Grange | IL | 60525 | 300247776 | Fund-raising for Tax-exempt hospital | IL | 501(c)(3) | Line 7 | Midwest Hlth Foundation | 0 | |
| Memorial Hlth Systems Foundation Inc | |||||||||||
| 770 West Granada Blvd | Ormond Beach | FL | 32174 | 311771522 | Fund-raising for Tax-exempt hospital | FL | 501(c)(3) | Line 7 | Memorial Hlth Systems Inc | 0 | |
| Memorial Hlth Systems Inc | |||||||||||
| 301 Memorial Medical Parkway | Daytona Beach | FL | 32117 | 590973502 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Memorial Hospital - West Volusia Inc | |||||||||||
| 701 West Plymouth Avenue | Deland | FL | 32720 | 593256803 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Memorial Hlth Systems Inc | 0 | |
| Memorial Hospital Flagler Inc | |||||||||||
| 60 Memorial Medical Parkway | Palm Coast | FL | 32164 | 592951990 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Memorial Hlth Systems Inc | 0 | |
| Memorial Hospital Inc | |||||||||||
| 210 Marie Langdon Drive | Manchester | KY | 40962 | 610594620 | Operation of Hospital & Related Services | KY | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Merriam Hlth Care Properties Inc | |||||||||||
| 9700 West 62nd Street | Merriam | KS | 66203 | 364595806 | Lease to Related Organization | KS | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| Metroplex Adventist Hospital Inc | |||||||||||
| 2201 S Clear Creek Road | Killeen | TX | 76549 | 742225672 | Operation of Hospital & Related Services | TX | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Metroplex Clinic Physicians Inc | |||||||||||
| 2201 S Clear Creek Road | Killeen | TX | 76549 | 113762050 | Physician Hlthcare services to the community | TX | 501(c)(3) | Line 3 | Metroplex Adventist Hospital Inc | 0 | |
| Metroplex Hospital Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 461256516 | Future Operation of Hospital & Related Svcs | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Midwest Hlth Foundation | |||||||||||
| 120 North Oak Street | Hinsdale | IL | 60521 | 352230515 | Support of subsidiary Foundations | IL | 501(c)(3) | Line 11b, II | 0 | N/A | |
| Mills Hlth & Rehab Center Inc | |||||||||||
| 500 Beck Lane | Mayfield | KY | 42066 | 205782320 | Operation of Home for the Aged/Hlthcare Delivery | KY | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Mission Strategies of Georgia Inc | |||||||||||
| 3949 S Cobb Drive | Smyrna | GA | 30080 | 900866024 | Provision of support to the nursing home division | GA | 501(c)(3) | Line 11b, II | Sunbelt Hlth Care Centers Inc | 0 | |
| Mission Strategies Inc | |||||||||||
| 602 Courtland Street Ste 200 | Orlando | FL | 32804 | 205982365 | Provision of support to the nursing home division | KS | 501(c)(3) | Line 11b, II | Sunbelt Hlth Care Centers Inc | 0 | |
| Missouri Adventist Hlth Inc | |||||||||||
| 9100 W 74th Street | Shawnee Mission | KS | 66204 | 431224729 | Support Hlth Care Services | MO | 501(c)(3) | Line 11d, III-O | Adventist Hlth Mid-America Inc | 0 | |
| North Regional EMS Inc | |||||||||||
| 188 Hospital Lane | Jellico | TN | 37762 | 262653616 | EMS Services | TN | 501(c)(3) | Line 9 | Jellico Community Hospital Inc | 0 | |
| Ormond Beach Memorial Hospital Auxiliary Inc | |||||||||||
| 301 Memorial Medical Parkway | Daytona Beach | FL | 32117 | 591721962 | Volunteer support services | FL | 501(c)(3) | Line 11c, III-FI | Memorial Hlth Systems Inc | 0 | |
| Overland Park Nursing & Rehab Center Inc | |||||||||||
| 6501 West 75th Street | Overland Park | KS | 66204 | 205774821 | Operation of Home for the Aged/Hlthcare Delivery | KS | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Paragon Hlth Care Properties Inc | |||||||||||
| 950 Highpoint Drive | Hopkinsville | KY | 42240 | 510605686 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| Pasco-Pinellas Hillsborough Community Hlth System Inc | |||||||||||
| 2400 Bedford Road | Orlando | FL | 32803 | 208488713 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Portercare Adventist Hlth System (630 Year End) | |||||||||||
| 2525 S Downing Street | Denver | CO | 80210 | 840438224 | Operation of Hospital & Related Services | CO | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Portland Nursing & Rehab Center Inc (11-6513) | |||||||||||
| 215 Highland Circle Drive | Portland | TN | 37148 | 205774842 | Operation of Home for the Aged/Hlthcare Delivery | TN | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Princeton Hlth & Rehab Center Inc | |||||||||||
| 1333 West Main | Princeton | KY | 42445 | 205782272 | Operation of Home for the Aged/Hlthcare Delivery | KY | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Princeton Professional Services Inc | |||||||||||
| 601 E Rollins Street | Orlando | FL | 32803 | 591191045 | Provision of Hlthcare Services | FL | 501(c)(3) | Line 9 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Quality Circle for Hlthcare Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 263789368 | Hlthcare Quality Services | FL | 501(c)(3) | Line 11a, I | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Resource Personnel Inc | |||||||||||
| 602 Courtland Street Ste 200 | Orlando | FL | 32804 | 208040875 | Provide administrative support to tax exempt nursing homes | FL | 501(c)(3) | Line 11b, II | Sunbelt Hlth Care Centers Inc | 0 | |
| Rocky Mountain Adventist Hlthcare Foundation (630 Year End) | |||||||||||
| 2525 South Downing Street | Denver | CO | 80210 | 840745018 | Fund-raising for Tax-exempt hospital | CO | 501(c)(3) | Line 7 | PorterCare Adventist Hlth System | 0 | |
| Rollins Brook Community Care Corp | |||||||||||
| 2201 S Clear Creek Road | Killeen | TX | 76549 | 461656773 | Inactive | TX | 501(c)(3) | Line 11a, I | Adventist Hlth SystemSunbelt Inc | 0 | |
| Russellville Hlth Care Properties Inc | |||||||||||
| 683 East Third Street | Russellville | KY | 42276 | 510605691 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| San Marcos Hlth Care Properties Inc | |||||||||||
| 1900 Medical Parkway | San Marcos | TX | 78666 | 510605693 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| San Marcos Nursing & Rehab Center Inc | |||||||||||
| 1900 Medical Parkway | San Marcos | TX | 78666 | 205782224 | Operation of Home for the Aged/Hlthcare Delivery | TX | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Shawnee Mission Hlth Care Inc | |||||||||||
| 6501 West 75th Street | Overland Park | KS | 66204 | 480952508 | Lease to Related Organization | KS | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| Shawnee Mission Medical Center Inc | |||||||||||
| 9100 W 74th Street | Shawnee Mission | KS | 66204 | 480637331 | Operation of Hospital & Related Services | KS | 501(c)(3) | Line 3 | Adventist Hlth Mid-America Inc | 0 | |
| South Central Nursing Homes Properties Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 593686109 | Management Support | GA | 501(c)(3) | Line 11d, III-O | South Central Inc | 0 | |
| South Central Nursing Homes Inc | |||||||||||
| 602 Courtland Street | Orlando | FL | 32804 | 611242373 | Management Support | KY | 501(c)(3) | Line 11d, III-O | South Central Inc | 0 | |
| South Central Properties III Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 593692860 | Real Estate | GA | 501(c)(2) | South Central Nursing Homes Properties Inc | 0 | ||
| South Central Properties IV Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 593692862 | Real Estate | GA | 501(c)(2) | South Central Nursing Homes Properties Inc | 0 | ||
| South Central Properties VI Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 593692857 | Real Estate | GA | 501(c)(2) | South Central Nursing Homes Properties Inc | 0 | ||
| South Central Properties Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 593651692 | Real Estate | GA | 501(c)(2) | South Central Nursing Homes Properties Inc | 0 | ||
| South Central Inc | |||||||||||
| 602 Courtland Street | Orlando | FL | 32804 | 593689740 | Management Support | GA | 501(c)(3) | Line 11c, III-FI | 0 | N/A | |
| South Pasco Hlth Care Properties Inc | |||||||||||
| 38250 A Avenue | Zephyrhills | FL | 33542 | 510605679 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| Southwest Volusia Hlth Services Inc | |||||||||||
| 1055 Saxon Blvd | Orange City | FL | 32763 | 593281591 | Medical Office Building for Hospital | FL | 501(c)(3) | Line 11a, I | Southwest Volusia Hlthcare Corp | 0 | |
| Southwest Volusia Hlthcare Corp | |||||||||||
| 1055 Saxon Blvd | Orange City | FL | 32763 | 593149293 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Specialty Physicians of Central Texas Inc | |||||||||||
| 1301 Wonder World Drive | San Marcos | TX | 78666 | 208814408 | Physician Hlthcare services to the community | TX | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | 0 | |
| Spring View Hlth & Rehab Center Inc | |||||||||||
| 718 Goodwin Lane | Leitchfield | KY | 42754 | 205782288 | Operation of Home for the Aged/Hlthcare Delivery | KY | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Sunbelt Hlth & Rehab Center - Apopka Inc | |||||||||||
| 305 East Oak Street | Apopka | FL | 32703 | 205774856 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Sunbelt Hlth Care Centers Inc | |||||||||||
| 602 Courtland Street Ste 200 | Orlando | FL | 32804 | 581473135 | Management Services | TN | 501(c)(3) | Line 11b, II | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| SunSystem Development Corp | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 592219301 | Fund Raising for Affiliated Tax-Exempt Hospitals | FL | 501(c)(3) | Line 7 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| Tarpon Springs Hospital Foundation Inc | |||||||||||
| 1395 S Pinellas Ave | Tarpon Springs | FL | 34689 | 590898901 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | University Community Hospital Inc | 0 | |
| Tarrant County Hlth Care Properties Inc | |||||||||||
| 301 Huguley Blvd | Burleson | TX | 76028 | 510605677 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| Taylor Creek Hlth Care Properties Inc | |||||||||||
| 718 Goodwin Lane | Leitchfield | KY | 42754 | 510605678 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| The Volunteer Auxiliary of Florida Hospital - Flagler Inc | |||||||||||
| 60 Memorial Medical Parkway | Palm Coast | FL | 32164 | 592486582 | Volunteer support services | FL | 501(c)(3) | Line 11c, III-FI | Memorial Hospital Flagler Inc | 0 | |
| Trinity Nursing & Rehab Center Inc | |||||||||||
| 9700 West 62nd Street | Merriam | KS | 66203 | 205774890 | Operation of Home for the Aged/Hlthcare Delivery | KS | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| University Community Hospital Foundation Inc | |||||||||||
| 3100 E Fletcher Ave | Tampa | FL | 33613 | 592554889 | Fund-raising for Tax-exempt hospital | FL | 501(c)(3) | Line 11a, I | University Community Hospital Inc | 0 | |
| University Community Hospital Specialty Care Inc | |||||||||||
| 3100 E Fletcher Ave | Tampa | FL | 33613 | 593231322 | Inactive | FL | 501(c)(3) | Line 11a, I | University Community Hospital Inc | 0 | |
| University Community Hospital Inc | |||||||||||
| 3100 E Fletcher Ave | Tampa | FL | 33613 | 591113901 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | 0 | |
| West Kentucky Hlth Care Properties Inc | |||||||||||
| 500 Beck Lane | Mayfield | KY | 42066 | 510605676 | Lease to Related Organization | GA | 501(c)(3) | Line 11c, III-FI | Sunbelt Hlth Care Centers Inc | 0 | |
| Zephyr Haven Hlth & Rehab Center Inc | |||||||||||
| 38250 A Avenue | Zephyrhills | FL | 33542 | 205774930 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
| Zephyrhills Hlth & Rehab Center Inc | |||||||||||
| 7350 Dairy Road | Zephyrhills | FL | 33540 | 205774967 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 9 | Sunbelt Hlth Care Centers Inc | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| Appalachian Therapy Services LLC | |||||||
| 100 Hospital Drive | Hendersonville | NC | 28792 | 202463851 | Therapy Staffing | NC | N/A |
| Clear Creek MOB Ltd | |||||||
| 2201 S Clear Creek Rd | Killeen | TX | 76549 | 742609195 | Real Estate | TX | N/A |
| Endoscopy Center at Porter LLC | |||||||
| 1001 South Park Drive | Littleton | CO | 80120 | 205855038 | Medical Services | CO | N/A |
| Florida Hospital DMERT LLC | |||||||
| 2450 Maitland Center Pkwy Ste 200 | Maitland | FL | 32751 | 202392253 | Medical Equipment | FL | N/A |
| Florida Hospital Home Infusion | |||||||
| 2450 Maitland Center Pkwy Ste 200 | Maitland | FL | 32751 | 593142824 | Home Infusion Services | FL | N/A |
| KCCCSMMC Cancer Center LLC (11-4813) | |||||||
| 9100 W 74th Street | Shawnee Mission | KS | 66204 | 270909763 | Equipment Rental | KS | N/A |
| PAHSUSP Surgery Centers LLC | |||||||
| 15305 Dallas Pkwy Ste 1600 LB 28 | Addison | TX | 75010 | 263057950 | Medical Services | CO | N/A |
| San Marcos MRI LP | |||||||
| 1330 Wonder World Dr Ste 202 | San Marcos | TX | 78666 | 770597972 | Imaging & Testing | TX | N/A |
| Shawnee Mission Open MRI LLC | |||||||
| 9100 W 74th Street Box 2923 | Shawnee Mission | KS | 66201 | 270011796 | Imaging & Testing | KS | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (22 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1 | Province Or StateForeignAddress/ProvinceOrState | CountryForeignAddress/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Altamonte Medical Plaza Condominium Association Inc | |||||||||||||
| 601 East Rollins Street | Orlando | FL | 32803 | 592855792 | Condo Association | FL | N/A | C | 0 | ||||
| Apopka Medical Plaza Condominium Association Inc | |||||||||||||
| 601 East Rollins Street | Orlando | FL | 32803 | 593000857 | Condo Association | FL | N/A | C | 0 | ||||
| CC MOB Inc | |||||||||||||
| 2201 S Clear Creek Road | Killeen | TX | 76549 | 742616875 | Real Estate Rental | TX | N/A | C | 0 | ||||
| Central Texas Medical Associates | |||||||||||||
| 1301 Wonder World Drive | San Marcos | TX | 78666 | 742729873 | Physician Clinics | TX | N/A | C | 0 | ||||
| Central Texas Provider's Network | |||||||||||||
| 1301 Wonder World Drive | San Marcos | TX | 78666 | 742827652 | Physician Hospital Org. | TX | N/A | C | 0 | ||||
| Florida Hospital Flagler Medical Offices Association Inc | |||||||||||||
| 60 Memorial Medical Parkway | Palm Coast | FL | 32164 | 262158309 | Condo Association | FL | N/A | C | 0 | ||||
| Florida Hospital Healthcare System Inc | |||||||||||||
| 602 Courtland Street | Orlando | FL | 32804 | 593215680 | PHO/TPA | FL | N/A | C | 0 | ||||
| Florida Medical Plaza Condo Association Inc | |||||||||||||
| 601 East Rollins Street | Orlando | FL | 32803 | 592855791 | Condo Association | FL | N/A | C | 0 | ||||
| Florida Memorial Health Network Inc | |||||||||||||
| 770 W Granada Blvd Ste 317 | Ormond Beach | FL | 32174 | 593403558 | Physician Hospital Org. | FL | N/A | C | 0 | ||||
| Huguley Alliance Foundation | |||||||||||||
| 11801 South Freeway | Fort Worth | TX | 76115 | 752642209 | Inactive | TX | N/A | C | 0 | ||||
| Kissimmee Multispecialty Clinic Condominium Association Inc | |||||||||||||
| 201 Hilda Street Suite 30 | Kissimmee | FL | 34741 | 593539564 | Condo Association | FL | N/A | C | 0 | ||||
| Midwest Management Services Inc | |||||||||||||
| 9100 West 74th Street | Shawnee Mission | KS | 66204 | 480901551 | Real Estate Rental | KS | N/A | C | 0 | ||||
| Metroplex Adventist Hospital CRNA (11-111113) | |||||||||||||
| 2201 S Clear Creek Road | Killeen | TX | 76549 | 260760794 | Support hospital - provide allied health professionals | TX | N/A | C | 0 | ||||
| North American Health Services Inc & Subs | |||||||||||||
| 111 N Orlando Avenue | Winter Park | FL | 32789 | 621041820 | Lessor/Holding Co. | TN | N/A | C | 0 | ||||
| Ormond Professional Condo Association (430 Year End) | |||||||||||||
| 770 W Granada Blvd Ste 101 | Ormond Beach | FL | 32174 | 592694434 | Condo Association | FL | N/A | C | 0 | ||||
| Park Ridge Property Owner's Association Inc | |||||||||||||
| 1 Park Place Naples Road | Fletcher | NC | 28732 | 030380531 | Condo Association | NC | N/A | C | 0 | ||||
| Porter Affiliated Hlth Services Inc dba Diversified Affiliated Hlth Svcs | |||||||||||||
| 2525 S Downing Street | Denver | CO | 80210 | 840956175 | Healthcare Services | CO | N/A | C | 0 | ||||
| San Marcos Regional MRI Inc | |||||||||||||
| 1301 Wonder World Drive | San Marcos | TX | 78666 | 770597968 | Holding Company | TX | N/A | C | 0 | ||||
| The Garden Retirement Community Inc | |||||||||||||
| 602 Courtland Street Ste 200 | Orlando | FL | 32804 | 593414055 | Real Estate Rental | FL | N/A | C | 0 | ||||
| University Community Health Insurance Company SPC Ltd (11-32813) | |||||||||||||
| Captive Insurance | N/A | C | 0 | C/O AON Insurance Managers PO Box | Grand Cayman | CJ | CJ | ||||||
| UCH Services Inc (11-61213) | |||||||||||||
| 3100 East Fletcher Ave | Tampa | FL | 33613 | 593508454 | Management Company | FL | N/A | C | 0 | ||||
| Winter Park Medical Office Building I Condo Assoc Inc | |||||||||||||
| 200 Lakemont Ave | Winter Park | FL | 32792 | 452228478 | Physician Clinics | FL | N/A | C | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (18 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Adventist Health System Georgia Inc | ||
| M | $85,680 | Cost |
| Adventist Health SystemSunbelt Inc dba Florida Hospital | ||
| M | $275,151 | Cost |
| Fletcher Hospital Inc | ||
| M | $166,856 | Cost |
| Florida Hospital Zephyrhills Inc | ||
| M | $146,320 | Cost |
| Metroplex Adventist Hospital Inc | ||
| M | $67,372 | Cost |
| Adventist Health SystemSunbelt Inc | ||
| C | $4,478,037 | Actual Amount Received |
| Adventist Health System Sunbelt Healthcare Corp | ||
| C | $127,500 | Actual Amount Received |
| Fletcher Hospital Inc | ||
| C | $68,467 | Actual Amount Received |
| Adventist Health SystemSunbelt Inc dba Florida Hospital | ||
| B | $19,080,196 | Actual Amount Donated |
| Adventist University of Health Sciences Inc | ||
| B | $213,143 | Actual Amount Donated |
| Florida Hospital Medical Group Inc | ||
| B | $403,461 | Actual Amount Donated |
| Memorial Hospital - Flagler Inc | ||
| B | $138,087 | Actual Amount Donated |
| Jellico Community Hospital Inc | ||
| B | $580,987 | Actual Amount Donated |
| Adventist Health SystemSunbelt Inc dba Florida Hospital Heartland | ||
| B | $137,034 | Actual Amount Donated |
| Adventist Health System Georgia Inc | ||
| B | $513,249 | Actual Amount Donated |
| Metroplex Adventist Hospital Inc | ||
| B | $110,944 | Actual Amount Donated |
| Adventist Health SystemSunbelt Inc | ||
| N | $106,140 | Cost Allocation |
| Southwest Volusia Healthcare Corp | ||
| C | $74,243 | Actual Amount Received |