2024-10-14T17:06:40-05:00 2023-12-31 990 2023-01-01 592219301 AdventHealth Foundation Inc ADVE 4073571000 900 Hope Way Altamonte Springs FL 32714 Lynn C Addiscott Assistant Secretary 4079751400 2024-09-23 0 2023 2024-10-15 13:58:12Z David Collis 900 Hope Way Altamonte Springs FL 32714 33625499 0 X www.adventhealth.com/adventhealth-foundation X 1982 FL Fund Raising for Affiliated Tax-Exempt Hospitals and Hospice Organization 15 0 0 480 0 0 11760638 13707248 13652594 14665817 5935389 2977906 -1180286 -2703387 30168335 28647584 19537291 19619925 0 0 0 0 111353 115986 1760967 2468476 2895126 22117120 22631037 8051215 6016547 174792316 185697128 5979460 4686474 168812856 181010654 X Adventist Health System Sunbelt Healthcare Corporation and all 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.The filing organization and healthcare system whose parent is Adventist Health System Sunbelt Healthcare Corporation is known as AdventHealth. AdventHealth seeks to be widely respected as a consumer-focused organization that engages individuals in their health by delivering wholistic, best practice care across a connected, comprehensive continuum of services. With Christ as our example, AdventHealth cares for and nurtures people: our employees, our communities, our healthcare professionals, and those who trust us for care and healing. 0 0 19619925 19619925 14665817 AdventHealth Foundation, Inc. (AHF) is involved in philanthropic activities for the benefit of its affiliated tax-exempt hospital organizations. During the current tax year, AHF supported the activities of fifteen charitable related tax-exempt hospital organizations which includes nineteen hospital facilities and one hospice facility. 19619925 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 1 0 1 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 33 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 15 0 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 FL NC TX GA KY X Heather Haddix 4073571000 900 Hope Way Altamonte Springs FL 32714 X Shaw Terry President/CEO 0.10 50.00 X 0 5008968 1335139 Rathbun Paul Director/Chairman 0.10 50.00 X 0 2655900 503993 Goodman Todd Director 0.10 50.00 X 0 1595485 187885 Bergherm Bruce Director 0.10 50.00 X 0 1664566 36935 Bromme Jeffrey Director 0.10 50.00 X 0 1424585 179624 Johnson Penny Director 0.10 50.00 X 0 1393548 178805 Huenergardt Sam Director 0.10 50.00 X 0 1144140 165435 Johnson Joel Joe Director 0.10 50.00 X 0 997501 88029 Thomas Debora Director (Began 12/2023) 0.10 50.00 X 0 872315 108500 Grodack Duncan Director 0.10 50.00 X 0 797685 149330 Smith-Edris Tricia Director 0.10 50.00 X 0 820052 106072 Brady Amanda Director 0.10 50.00 X 0 747922 135142 Collis David Dir/Pres-AH Fdn Central FL 50.00 0.00 X X 0 612158 92151 Addiscott Lynn Director 0.10 50.00 X 0 633612 26397 Hayt Nancy Director 0.10 50.00 X 0 578487 77402 Houmann Lars Director 0.10 1.00 X 0 24761 0 0 20971685 3370839 0 0 1 0 Blackbaud Inc PO Box 930256 Atlanta GA 31193 Maintenance Fees/Training 239956 1 X 6174566 3843833 3688849 383677 13707248 Satisfaction of Program Restricti 900099 14658832 14658832 Advised Fund Fees 900099 6985 6985 14665817 4221859 4221859 12666 1256619 -1243953 -1243953 -1243953 1017909 6174566 3721296 -2703387 -2703387 28647584 14665817 0 274519 17076921 17076921 1130475 1130475 1412529 1412529 115986 115986 436484 436484 583470 275799 307671 139685 19175 120510 689132 280345 408787 19702 6577 13125 5569 5569 54874 15267 39607 50468 12340 38128 Purchased Services 459027 111460 347567 Gifts 166977 2609 164368 Food Costs 94448 40606 53842 Licenses & Permits 9257 5533 3724 186033 38381 147652 22631037 19619925 1250145 1760967 X X 1113941 1486822 144165063 158844912 6042463 8864239 1098091 205809 380880 395288 21991878 15900058 174792316 185697128 797824 177699 5181636 4508775 5979460 4686474 X 59593714 67812105 109219142 113198549 168812856 181010654 174792316 185697128 X 6016547 7100998 235441 -1155188 X X 0 1 X 1 0 X 23606440 13438511 23075133 22812411 28366080 111298575 23606440 13438511 23075133 22812411 28366080 111298575 16847527 94451048 2616260 4486285 5007786 7601982 5715858 25428171 136726746 0.69080 0.67290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 48995 113400 765362 1 1 33020094 509929 750734 1909084 32371673 24054814 372177 1470505 1667805 24229691 21835332 1243055 73573 23004814 21191508 50000 1226267 632443 21835332 20471913 50000 1196289 526694 21191508 0.88350 0.11650 0.00000 0 0 0 Other Receivables 7489077 Investments Held Under Split-Interest Agreements 2917522 Cash Surrender Value of Life Insurance 1280589 Due from Related 1613669 Interest in Net Assets - LT Investments 2205384 Interest Receivable 393817 15900058 Due to Related 1252607 Liabilities - Split Interest 3256168 4508775 X Part V, Line 4: AdventHealth Foundation (AHF) 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 AHF'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 (a) Current year - Explanation for change in opening balance: During 2023, it was determined that a board-designated fund previously excluded, should be accounted for as an Endowment. Due to this change in reporting, the additional amount of $8,790,403 was included in the opening balance for 2023. Part V, line 1a, column (b) Prior year - Explanation for change in opening balance: During 2022, it was determined that a new Endowment in the amount of $1,050,000 was received in 2021 and should be included in the opening balance for 2022. Part X, Line 2: The filing organization is a subsidiary organization within AdventHealth. The consolidated financial statements of AdventHealth contain the following FIN 48 (ASC 740) footnote: Please note that dollar amounts are in thousands. Healthcare Corporation and its affiliated organizations, other than North American Health Services, Inc. and its subsidiary (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. NAHS is a wholly owned, for-profit subsidiary of Healthcare Corporation. NAHS and its subsidiary are subject to federal and state income taxes. NAHS files a consolidated federal income tax return and, where appropriate, consolidated state income tax returns. The current year provision for federal and state income tax for the year ended December 31, 2023 is approximately $1,140. There was no current year tax provision for the year ended December 31, 2022 due to the utilization of net operating loss carryforwards in 2022. The Income Taxes Topic of the Accounting Standards Codification (ASC) 740, Income Taxes (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, 2023 and 2022. 1 Central America and the Caribbean 0 0 Grantmaking 691638 Sub-Saharan Africa 0 0 Grantmaking 154450 South America 0 0 Grantmaking 277245 South Asia 0 0 Grantmaking 50000 Russia and Neighboring States 0 0 Grantmaking 68042 East Asia and the Pacific 0 0 Grantmaking 69744 North America 0 0 Grantmaking 101410 0 0 0 0 0 0 1412529 0 1412529 Central America and the Caribbean General Support 221569 Check 0 Book Central America and the Caribbean Hospital Renovations 166000 Check 0 Book Central America and the Caribbean Solar Plant Project 115833 Check 0 Book Central America and the Caribbean Purchase of Hospital Beds 61300 Check 0 Book Central America and the Caribbean Purchase of Medical Equipment 87315 Check 0 Book Central America and the Caribbean Dental Clinic Construction 7500 Check 0 Book Central America and the Caribbean Provision of Medical Services 32121 Check 0 Book North America General Support 6840 Check 0 Book North America Provision of Medical Services 94570 Check 0 Book Sub-Saharan Africa Support of Medical Clinic and School 154450 Check 0 Book South America General Support 95889 Check 0 Book South America Purchase of Medical Equipment 117000 Check 0 Book South America Provision of Medical Services 64356 Check 0 Book South Asia General Support 50000 Check 0 Book Russia and Neighboring States General Support to Ukraine 68042 Check 0 Book East Asia and the Pacific General Support 69744 Check 0 Book 1 0 0 0 0 0 0 0 Part I, Line 2: Foreign Grants are typically made only to supported hospital organizations that are exempt from Federal Income Tax under 501(c)(3), other U.S. charitable organizations, or to foreign entities recognized as charitable by the foreign country in which they are located. Given that most grants are made indirectly through other U.S. or foreign charitable organizations, the filing organization has not established specific procedures for monitoring the use of grant funds outside the United States. X X X X X X 1 Development Guild DDI One Boston Place Suite 2600 Boston MA 02108 Consulting for Fundraising Events 0 96483 22000 0 Communication Mark Inc 233 Tampa Circle Arden NC 28704 Grant Writing Assistance 0 0 93986 0 96483 115986 FL GA KY NC TX Gala - AH Fdn Central FL 2876357 2523464 352893 0 0 150105 230911 1651716 209986 Gala - AH Fdn West FL 2156158 1837658 318500 0 13345 246283 0 125000 300920 25 2159960 1813444 346516 6773 34137 366052 89719 62200 234149 7192475 6174566 1017909 6773 47482 762440 320630 1838916 745055 3721296 -2703387 1 AdventHealth Polk North Inc 40100 US Hwy 27 N Davenport FL 33837 841793121 501(c)(3) 345081 0 General Support Adventist Health System Georgia Inc 1035 Red Bud Road NE Calhoun GA 30701 581425000 501(c)(3) 178515 0 Construction Adventist Health System Georgia Inc 1035 Red Bud Road NE Calhoun GA 30701 581425000 501(c)(3) 47588 0 General Support Adventist Health System Sunbelt Healthcare Corporation 900 Hope Way Altamonte Springs FL 32714 592170012 501(c)(3) 224430 0 General Support Adventist Health SystemSunbelt Inc dba AdventHealth Orlando 601 E Rollins Street Orlando FL 32803 590724459 501(c)(3) 10297688 0 Payment for Services Adventist Health SystemSunbelt Inc dba AdventHealth Sebring 4200 Sun N Lake Boulevard Sebring FL 33872 590725553 501(c)(3) 30582 0 Construction Adventist Health SystemSunbelt Inc dba AdventHealth Sebring 4200 Sun N Lake Boulevard Sebring FL 33872 590725553 501(c)(3) 104135 0 General Support Adventist Midwest Health 120 N Oak Street Hinsdale IL 60521 362276984 501(c)(3) 14364 0 General Support AdventHealth University Inc 671 Winyah Drive Orlando FL 32803 593069793 501(c)(3) 657129 0 General Support American Osteopathic Association 142 East Ontario Street Chicago IL 60611 362170786 501(c)(3) 25000 0 General Support American Osteopathic Foundation 142 East Ontario Street Suite 1450 Chicago IL 60611 366056120 501(c)(3) 10000 0 General Support Flagler Cares Inc 160 Cypress Point Parkway B302 Palm Coast FL 32164 474145174 501(c)(3) 50000 0 General Support Fletcher Hospital Inc 50 Hospital Drive Hendersonville NC 28792 560543246 501(c)(3) 317011 0 General Support Florida Department of Health in Flagler County 120 Airport Road Second Floor Palm Coast FL 32164 593502843 Gov't 10000 0 General Support Florida Hospital Dade City Inc 13100 Fort King Road Dade City FL 33525 822567308 501(c)(3) 168049 0 General Support Florida Hospital Medical Group Inc 2600 Westhall Lane 4th Floor Maitland FL 32751 593214635 501(c)(3) 424272 0 General Support Florida Hospital Ocala Inc 1500 SW 1st Avenue Ocala FL 34471 824372339 501(c)(3) 787390 0 General Support Florida Hospital Zephyrhills Inc 7050 Gall Boulevard Zephyrhills FL 33541 592108057 501(c)(3) 97114 0 General Support Florida Osteopathic Medical Association 2544 Blairstone Pines Drive Tallahassee FL 32301 590730737 501(c)(6) 19500 0 General Support Givewell Community Foundation Inc 1501 S Florida Avenue Lakeland FL 33803 593649871 501(c)(3) 40000 0 General Support Grace Community Food Pantry 245 Education Way Bunnell FL 32110 593506545 501(c)(3) 10000 0 General Support Helen Ellis Memorial Hospital Foundation Inc 1395 South Pinellas Avenue Tarpon Springs FL 34689 593690149 501(c)(3) 70700 0 General Support Henderson County Free Medical Clinic Inc dba The Free Clinics 841 Case Street Hendersonville NC 28792 562212024 501(c)(3) 250000 0 General Support Hospice of the Comforter Inc 480 W Central Parkway Altamonte Springs FL 32714 592935928 501(c)(3) 116640 0 General Support Hudson United Methodist Church 2670 Hudson Aurora Road Hudson OH 44236 341143980 501(c)(3) 6000 0 General Support Memorial Hospital Flagler Inc 60 Memorial Medical Parkway Palm Coast FL 32164 592951990 501(c)(3) 460661 0 General Support Memorial Hospital - West Volusia Inc 701 W Plymouth Avenue DeLand FL 32720 593256803 501(c)(3) 155528 0 General Support Memorial Hospital Inc 210 Marie Langdon Drive Manchester KY 40962 610594620 501(c)(3) 77956 0 General Support Metroplex Adventist Hospital Inc 2201 S Clear Creek Road Killeen TX 76549 742225672 501(c)(3) 224724 0 General Support PARC Inc PO Box 47799 St Petersburg FL 33743 590791038 501(c)(3) 25000 0 General Support Pasco-Pinellas Hillsborough Community Health System Inc 2600 Bruce B Downs Boulevard Wesley Chapel FL 33544 208488713 501(c)(3) 664935 0 General Support Redmond Park Hospital LLC 501 Redmond Road NW Rome GA 30165 581123037 501(c)(3) 4608 3634 FMV Blankets General Support Southeast Volusia Healthcare Corporation 401 Palmetto Street New Smyrna Beach FL 32168 473793197 501(c)(3) 331185 0 General Support Southwest Volusia Healthcare Corporation 1055 Saxon Boulevard Orange City FL 32763 593149293 501(c)(3) 10250 0 General Support Texas Health Huguley Inc 11801 South Freeway Burleson TX 76028 452694620 501(c)(3) 22336 0 General Support The City of Palm Coast 160 Lake Avenue Palm Coast FL 32164 593614294 Gov't 7083 0 General Support United Arts of Central Florida Inc 3025 Edgewater Drive Orlando FL 32804 591166446 501(c)(3) 25000 0 General Support University Community Hospital Foundation Inc 3100 E Fletcher Avenue Tampa FL 33613 592554889 501(c)(3) 608427 0 General Support University Community Hospital Inc 3100 E Fletcher Avenue Tampa FL 33613 591113901 501(c)(3) 50000 0 General Support Adventist Health SystemSunbelt Inc dba AdventHealth Sebring 4200 Sun N Lake Boulevard Sebring FL 33872 590725553 501(c)(3) 17757 0 Wellness Trail 35 1 Food, Clothing & Shelter 111 102949 Hardship Assistance 1713 974879 Nursing Scholarships 6 10750 Other Scholarships 1 3000 Patient Assistance - Medical Bills 162 24895 Books & Supplies 66 7448 Behavioral Health Services Grant for Summer Camp for Children in Foster Care 16 5165 Part I, Line 2: 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. 0 1 0 0 0 0 0 0 0 Shaw Terry President/CEO 0 2360310 0 1055799 0 1592859 0 1298177 0 36962 0 6344107 0 130500 Rathbun Paul Director/Chairman 0 1347228 0 441722 0 866950 0 473177 0 30816 0 3159893 0 150000 Goodman Todd Director 0 926071 0 256883 0 412531 0 150677 0 37208 0 1783370 0 112745 Bergherm Bruce Director 0 692913 0 223637 0 748016 0 17727 0 19208 0 1701501 0 0 Bromme Jeffrey Director 0 933485 0 275317 0 215783 0 150677 0 28947 0 1604209 0 123714 Johnson Penny Director 0 723987 0 230293 0 439268 0 137810 0 40995 0 1572353 0 113164 Huenergardt Sam Director 0 782935 0 180174 0 181031 0 128151 0 37284 0 1309575 0 125345 Johnson Joel Joe Director 0 484180 0 135847 0 377474 0 68780 0 19249 0 1085530 0 62036 Thomas Debora Director (Began 12/2023) 0 530511 0 147246 0 194558 0 80909 0 27591 0 980815 0 55243 Grodack Duncan Director 0 558766 0 145949 0 92970 0 116777 0 32553 0 947015 0 67085 Smith-Edris Tricia Director 0 536877 0 161100 0 122075 0 71594 0 34478 0 926124 0 65136 Brady Amanda Director 0 531461 0 135227 0 81234 0 96477 0 38665 0 883064 0 64376 Collis David Dir/Pres-AH Fdn Central FL 0 422238 0 109876 0 80044 0 60224 0 31927 0 704309 0 21028 Addiscott Lynn Director 0 389615 0 89479 0 154518 0 17727 0 8670 0 660009 0 0 Hayt Nancy Director 0 402369 0 96574 0 79544 0 56854 0 20548 0 655889 0 32039 Part I, Line 3 The individual who serves as the CEO of the filing organization is appointed and compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). Compensation and benefits provided to this individual are determined pursuant to policies, procedures, and processes of AHSSHC that are designed to ensure compliance with the intermediate sanctions laws as set forth in IRC Section 4958. AHSSHC has taken steps to ensure that processes are in place to satisfy the rebuttable presumption of reasonableness standard as set forth in Treasury Regulation Section 53.4958-6 with respect to its active executive-level positions. The AHSSHC Board Compensation Committee (the Committee) serves as the governing body for all executive compensation matters. The Committee is composed of certain members of the Board of Directors (the Board) of AHSSHC. Voting members of the Committee include only individuals who serve on the Board as independent representatives, who hold no employment positions with AHSSHC and who do not have relationships with any of the individuals whose compensation is under their review that impacts their best independent judgment as fiduciaries of AHSSHC. The Committee's role is to review and approve all components of the executive compensation plan of AHSSHC. As an independent governing body with respect to executive compensation, it should be noted that the Committee will often confer in executive sessions on matters of compensation policy and policy changes. In such executive sessions, no members of management of AHSSHC are present, other than the Chief People Officer, who remains at the request of the Chairman/committee to provide assistance/information as needed. The Committee is advised by an independent third-party compensation advisor. This advisor prepares all the benchmark studies for the Committee. Compensation levels are benchmarked with a national peer group of other not-for-profit healthcare systems and hospitals of similar size and complexity to AdventHealth and each of its affiliated entities. The following principles guide the establishment of individual executive compensation: - The salary of the President/CEO of AdventHealth will not exceed the 50th percentile of comparable salaries paid by similarly situated organizations; and - Other executive salaries shall be established using market medians. The compensation philosophy, policies, and practices of AHSSHC are consistent with the organization's faith-based mission and conform to applicable laws, regulations, and business practices. As a faith-based organization sponsored by the Seventh-day Adventist Church (the Church), AHSSHC's philosophy and principles with respect to its executive compensation practices reflect the conservative approach of the Church's mission of service and were developed in counsel with the Church's leadership. Part I, Line 4b Executives serving on the filing organization's Board of Directors are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. In recognition of the contribution that each executive makes to the success of AdventHealth, AdventHealth provides supplemental executive retirement benefit plans to eligible executives. As the supplemental executive retirement benefit plans were updated in 2020 and certain individuals still participate as grand-fathered participants in certain plans, the narrative below discusses all plans in which there were any participants in 2023. The SERP III plan effectively replaces the prior SERP II plan, the Executive Flex Benefit Program Plan, and the Senior Executive Death Benefit Plan for qualified executives except for certain grandfathered executive employees. SERP III Plan: The SERP III plan provides eligible executives a percentage of their base pay, which is credited to a deferred compensation account. The plan also provides for compensation deferral and selection of life insurance coverage and long-term care insurance. To be eligible to participate in the SERP III plan, executives must be on the AHSSHC corporate payroll and be either a CEO of an AdventHealth entity, an AHSSHC Vice President (VP) or VP of an AdventHealth entity with a base salary of at least $330,000 in 2023 (adjusted annually by the same percentage as IRC Section 401(a)(17) limit increases), or other leader specifically approved by the AdventHealth President. Eligible executives do not include grandfathered executives, meaning those executives who would satisfy all the eligibility requirements of the SERP II plan prior to Dec 31, 2027, had the plan not been amended and restated as of Jan. 1, 2020. Contribution credits will be established and maintained by class year accounts for each participant using tiered contribution credit percentages of annual base compensation. Contribution credit percentages range between 15% and 19% of base compensation. Contribution credits will be made each quarter in 25% increments with reductions in contributions if the executive is also a grandfathered FLEX participant (see below). SERP III provides for a class year vesting and payment schedule (7 years for each class year) with respect to amounts accumulated in the executive's deferred compensation account. Upon attainment of a normal retirement age (age 62), or upon certain other circumstances as defined in the SERP III plan document, all deferred amounts are paid immediately to the participant. For any executives working beyond the normal retirement age, future employer contributions will be made quarterly from SERP III directly to the participant as a taxable cash bonus. SERP II Plan: The SERP II plan is a defined benefit, non-tax-qualified deferred compensation plan for certain executives who have provided lengthy service to AdventHealth and/or to other Seventh-day Adventist Church hospitals or health care institutions. Under the provisions of the SERP II plan, benefits are provided to qualifying executive participants on a pro-rata schedule beginning with 20 years of service as an employee of AdventHealth and/or another hospital or health care institution controlled by the Seventh-day Adventist Church and who satisfy certain other qualifying criteria. Eligible employees are restricted to those executives who, as of January 1, 2020, satisfied, or if employment continues, will satisfy the eligibility requirements of SERP II prior to December 31, 2027. This supplemental executive retirement plan (SERP II) was designed to provide eligible executives with the economic equivalent of an annual income beginning at normal retirement age equal to 60% of the average of the participant's three, five or seven highest years of base salary from AdventHealth active employment inclusive of income from all other Seventh-day Adventist Church healthcare employer-financed retirement income sources and investment income earned on those contributions through social security normal retirement age as defined in the plan. The number of years included in highest average compensation is determined by the individual's year of entry to SERP II and by the individual's year of entry to the AdventHealth Executive FLEX Benefit Program. FLEX Plan: The Flex Plan was originally designed to provide eligible executives an opportunity to select from among a variety of supplemental benefits, including a split dollar life insurance policy and long-term care insurance, to individually tailor a benefits program appropriate to each executive's needs. In 2020, the Flex Plan was amended to exclude employed executives who are hired or promoted after a certain date from being eligible to participate in the Flex Plan except for certain insurance coverage features of the plan. The Flex Plan provides eligible participants a pre-determined benefits allowance credit that is equal to a percentage of the executive's base pay from which the cost of mandatory and elective employee benefits is deducted. The benefits allowance credit percentage for any plan year shall not be greater than the maximum dollar amount or the percentage of compensation as determined by the AdventHealth Benefits Administration Committee. For grandfathered eligible employees, the annual pre-determined Flex allowance is contributed and any funds that remain after the cost of mandatory and elective benefits are subtracted are, at the employee's option, contributed to either an IRC 457(f) deferred compensation account or to an IRC 457(b) eligible deferred compensation plan. Upon attainment of age 65, all previous 457(f) deferred amounts are paid immediately to the participant and any future employer contributions are made quarterly from the Plan directly to the participant. The Plan provides for a class year vesting schedule (2 years for each class year) with respect to amounts accumulated in the executive's 457(f) deferred compensation account. Distributions could also be made from the executive's 457(f) deferred compensation account upon attainment of age 65 or upon an involuntary separation. The account will be forfeited by the executive upon a voluntary separation. With respect to grandfathered participants, the Flex Plan documents define eligible employees to include the Chief Executive Officers of AdventHealth entities and Vice Presidents of all AdventHealth entities whose base salary was at least equal to the Internal Revenue Code Section 401(a)(17) compensation limit each year. Schedule J, Part I, Line 4b (continued): FLEX Plan FLEX Plan SERP II SERP III Contr. Distr.* Contr/Distr. Contr. SHAW, TERRY $ 155,450 $ 132,569 $1,334,441 $ 0 RATHBUN, PAUL $ 155,450 $ 132,564 $ 632,721 $ 0 GOODMAN, TODD $ 155,450 $ 114,532 $ 217,202 $ 0 BERGHERM, BRUCE $ 126,372 $ 103,872 $ 541,847 $ 0 BROMME, JEFFREY $ 155,450 $ 125,676 $ 0 $ 17,994 JOHNSON, PENNY $ 120,083 $ 104,347 $ 299,022 $ 0 HUENERGARDT, SAM $ 132,924 $ 128,296 $ 0 $ 0 JOHNSON, JOEL $ 73,553 $ 63,020 $ 24,264 $ 0 THOMAS, DEBORA $ 85,682 $ 56,118 $ 82,026 $ 0 GRODACK, DUNCAN $ 77,347 $ 68,149 $ 0 $ 21,703 SMITH-EDRIS, TRICIA $ 76,367 $ 66,169 $ 0 $ 0 BRADY, AMANDA $ 67,896 $ 55,024 $ 0 $ 10,854 COLLIS, DAVID $ 47,879 $ 21,361 $ 0 $ 17,118 ADDISCOTT, LYNN $ 60,239 $ 60,239 $ 26,989 $ 0 HAYT, NANCY $ 53,293 $ 32,547 $ 0 $ 8,334 SERP III Distr.* BROMME, JEFFREY $ 17,994 * Including Investment Earnings X 14 5550 Selling price of donated X 1 362280 Selling price of donated X Various Items 83 15847 Cost of donated prop X Gift Annuities 3 0 0 1 1 Part I, Line 32b: AdventHealth Foundation, Inc. (AHF) is a charitable foundation organization that supports fifteen related tax-exempt hospital organizations which includes nineteen hospital facilities and one hospice facility. In carrying out its philanthropic activities, AHF 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: Gifts of donated property are generally recorded by the filing organization to the restricted net assets (equity) account. Accordingly, donated property reported on line 26 is primarily recorded directly to equity accounts and is not recorded in the income statement. Form 990, Part VI, Section A, line 4 The Purposes clause of the filing organization's Articles of Incorporation and Bylaws was updated in 2023 to more fully describe the purpose as to serve as a public foundation supporting the charitable activities of other tax-exempt organizations affiliated with Adventist Health System Sunbelt Healthcare Corporation, dba AdventHealth, and their communities. Prior to the 2023 amendment, the Bylaws provided that the Board of Managers of the filing organization should consist of no more than 25 members. The 2023 amended Bylaws allow Adventist Health System Sunbelt Healthcare Corporation as the Member to establish the specific number of members of the Board of Managers. Qualifications for the members of the Board of Managers was added to the 2023 Bylaws to provide that a member must be more than eighteen years of age and demonstrate an interest in the promotion of philanthropy within the communities served by the filing organization and support the advancement of the filing organization's community engagement. A listing of the responsibilities of the Board of Managers was added to the 2023 Bylaws to provide that the Board of Managers shall exercise responsibility for the strategy and general operations of the filing organization and provide oversight to the foundation arms of the filing organization. The revised Bylaws also provide that any committee of the Board of Managers may include individuals who are not members of the Board of Managers but must contain a majority of Board of Manager members. The Articles of Incorporation and the Bylaws of the filing organization were amended in 2023 to streamline the controls originally set in place for each division (local foundation) of AdventHealth Foundation. The filing organization's governing documents are in place to maintain governance over the local operations of each local foundation, while simultaneously allowing the local foundations additional control if desired. Prior to the 2023 amendments to the Bylaws, the Bylaws provided that each separate foundation arm of the filing organization be governed by a Board of Trustees whose members must be approved by the Board of Managers. The 2023 amended Bylaws provide that each foundation arm can decide whom to appoint to the governing body without the approval of the Board of Managers of the filing organization. However, the Board of Managers does reserve the right to remove an individual appointed to a foundation arm governing body. Prior to amendment, each foundation arm was required to submit to the Board of Managers an Annual Operation Report and Annual Fiscal Report after the close of each year, and to report at least quarterly to the Board of Managers the status of funds which were administered by the foundation arm. These requirements were removed in the 2023 Bylaws amendments. The 2023 amendments to the Bylaws also delete the prior right of the Board of Managers to amend or repeal the operating Bylaws of each foundation arm. The revised Bylaws require each foundation arm to operate pursuant to a governance instrument, provided such is not inconsistent with the governing documents of the filing organization. A provision was added in the 2023 Bylaws to explicitly permit each foundation arm to provide financial support and/or engage in joint fundraising activities or other cooperative initiatives with independent foundations as well as other foundation arms operating as divisions of the filing organization. The 2023 amendments to the Bylaws limit the authority of the Secretary of the filing organization to execute affidavits and other reports to those where the value is less than $250,000. A new article was added to the 2023 Bylaws to specifically state the reserved powers held by Adventist Health System Sunbelt Healthcare Corporation as the Member of the filing organization. These reserved powers include the following: To approve or disapprove any amendments to the Articles of Incorporation or Bylaws; The authority to require the filing organization's adherence to policies adopted by the Member; The authority to set limits and terms for any types of credit or debt transactions exceeding $100,000; The authority to approve or disapprove the annual operating and capital budgets and strategic plans of the filing organization; To approve or disapprove the selection of the auditing firm that audits the books and records of the filing organization's affiliated supported organizations; To approve or disapprove the election of the fiscal year of the filing organization; To approve or disapprove any joint venture or partnership in which the filing organization would be a member or partner; To approve or disapprove the IT systems and other shared services used by the filing organization; and The authority to require the filing organization's adherence to the system-wide naming nomenclature and service standards adopted by the Member. The prior Bylaws contained a section addressing duality of interests. The 2023 amended Bylaws removed this section and now contain a provision requiring all governance members and officers to abide by the Conflicts of Interest policy adopted by the Member and by all applicable laws regarding conflicts of interest. Form 990, Part VI, Section A, line 6 AdventHealth Foundation, Inc. (AHF) 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 AHF. There are no other separate classes of membership in AHF. Form 990, Part VI, Section A, line 7a The affairs of AHF are managed by a Board of Managers. The Board of Managers of AHF are elected by the Member of AHF. Form 990, Part VI, Section A, line 7b The member of AHF has certain reserved powers as set forth in the Articles of Incorporation and Bylaws of AHF. These reserved powers include the following: a) to appoint and remove the members of the Board of Managers and Officers of AHF; b) to adopt, amend, restate, and repeal the Articles of Incorporation or Bylaws of AHF; c) to require the filing organization's adherence to policies adopted by the Member; d) to set limits and terms for any types of credit or debt transactions exceeding $100,000; e) to approve or disapprove the annual operating and capital budgets and strategic plans of the filing organization; f) to approve or disapprove the selection of the auditing firm that audits the books and records of the filing organization's affiliated supported organizations; g) to approve or disapprove the election of the fiscal year of the filing organization; h) to approve or disapprove any joint venture or partnership in which the filing organization would be a member or partner; i) to approve or disapprove the IT systems and other shared services used by the filing organization; and j) to require the filing organization's adherence to the system-wide naming nomenclature and service standards adopted by the Member. Form 990, Part VI, Section B, line 11b AHF's current year Form 990 was reviewed by the President of AdventHealth Foundation Central Florida and a Director on the organization's Board prior to its filing with the IRS. The review conducted by the President of AdventHealth Foundation Central Florida and a Director on the organization's Board 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 AHF applies to all of its Governance members, including members of the Board of Managers, Committee members, Foundation Arm board members and officers (to be known as Interested Persons). In connection with any actual or possible conflicts of interests, any member of Governance (i.e. Interested Persons) must disclose the existence of any financial interest with AHF and must be given the opportunity to disclose all material facts concerning the financial interest/arrangement to the Board of Managers of AHF 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 AHF'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 AHF's Conflict of Interest Policy, shall annually sign a statement which affirms that such person has received a copy of the Conflict of Interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that AHF is a charitable organization that must primarily engage in activities which accomplish one or more of its exempt purposes. AHF's Conflict of Interest Policy also requires that periodic reviews shall be conducted to ensure that AHF operates in a manner consistent with its charitable purposes. Form 990, Part VI, Section B, line 15 The individual that serves as the President of the filing organization is not compensated by the filing organization. Such individual is compensated by the related top-tier parent organization of the filing organization. Please see the discussion concerning the process followed by the related top-tier parent organization in determining executive compensation in our response to Schedule J, Line 3. Form 990, Part VI, Section C, line 19 The filing organization is a part of the system of healthcare organizations known as AdventHealth. The audited consolidated financial statements of AdventHealth and of the AdventHealth "Obligated Group" are filed annually with the Municipal Securities Rulemaking Board (MSRB). The "Obligated Group" is a group of AHSSHC subsidiaries that are jointly and severally liable under a Master Trust Indenture that secures debt primarily issued on a tax-exempt basis. Unaudited quarterly financial statements prepared in accordance with Generally Accepted Accounting Principles (GAAP) are also filed with MSRB for AdventHealth on a consolidated basis and for the grouping of AdventHealth subsidiaries comprising the "Obligated Group". The filing organization does not generally make its governing documents or conflict of interest policy available to the public. Part VII, Section A: For those Board of Director members and officers who devote less than full-time to the filing organization (based upon the average number of hours per week shown in column (B) on page 7 of the return) the compensation amounts shown in columns (E) and (F) on page 7 were provided in conjunction with that person's responsibilities and roles in serving in an executive leadership position as an employee of Adventist Health System Sunbelt Healthcare Corporation. Part VIII, Lines 7a, b and c: The amount shown in Part VIII, Line 7c(i) of the Form 990 includes an allocated share of capital gain/(loss) from a system wide, corporate administered, investment program. Part X, Line 2: The amounts shown on line 2 of Part X of this return include the filing organization's interest in a central investment pool maintained by Adventist Health System Sunbelt Healthcare Corporation, the filing organization's top-tier parent. The investments in the central investment pool are recorded at market value. Form 990, Part XI, line 9: Temporarily Restricted Gifts 16,234,940. Transfer of Net Assets Released from Restrictions -14,658,833. Permanently Restricted Investment Income 1,124. Temporarily Restricted Investment Income 1,492,875. Transfer of Funds from Restricted -235,441. Uncollectible Pledges -3,989,858. Rounding 5. Form 990, Part XII, Line 3b: Although the taxpayer is not required to undergo an audit as set forth in the Single Audit Act and OMB Circular A-133, the taxpayer is part of a controlled group of organizations that comprise a consolidated financial statement audit. The controlled group's parent is Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), a 501(c)(3) organization. The system of healthcare entities owned and controlled by AHSSHC is known as AdventHealth. For the year ended December 31, 2023, AdventHealth will file a consolidated Single Audit which will include all entities that are part of the controlled group. AdventHealth Asheville Inc 100 Hospital Drive Hendersonville NC 28792 921144574 Future Operation of Hospital & Related Services NC 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 AdventHealth Family Medicine Rural Health Clinics Inc 187 PR 4060 Lampasas TX 76550 271858033 Operation of Rural Health Clinics & Medical Services FL 501(c)(3) Line 3 Metroplex Adventist Hospital Inc 1 AdventHealth Foundation Inc 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 1 AdventHealth Home Care East Florida LLC 770 West Granada Blvd 319 Ormond Beach FL 32174 833768458 Inactive FL 501(c)(3) Line 10 Memorial Hlth Systems Inc 1 AdventHealth Hospice Care East Florida Inc 770 West Granada Blvd 304 Ormond Beach FL 32174 833748461 Inactive FL 501(c)(3) Line 10 Memorial Hlth Systems Inc 1 AdventHealth Kansas City Foundation 7315 E Frontage Road Merriam KS 66204 480868859 Fund-raising for Tax-exempt hospitals KS 501(c)(3) Line 7 Shawnee Mission Medical Center Inc 1 AdventHealth Palm Coast Parkway Inc 1 AdventHealth Way Palm Coast FL 32137 882288563 Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 AdventHealth Polk North Inc 40100 US Highway 27 N Davenport FL 33837 841793121 Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 AdventHealth Polk South Inc 410 South 11th Street Lake Wales FL 33853 834672945 Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 AdventHealth Primary Care Network Inc (630-123123) 900 Hope Way Altamonte Springs FL 32714 932208118 Future Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 AdventHealth Ransom Memorial Inc 1301 S Main Street Ottawa KS 66067 830976641 Operation of Hospital & Related Services KS 501(c)(3) Line 3 Adventist Hlth Mid-America Inc 1 AdventHealth Riverview Inc 9330 US Highway 301 S Tampa FL 33637 870901094 Future Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 AdventHealth Senior Care Inc 900 Hope Way Altamonte Springs FL 32714 841817046 Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 AdventHealth South Overland Park Inc 7820 W 165th Street Overland Park KS 66223 364595806 Operation of Hospital & Related Services KS 501(c)(3) Line 3 Adventist Hlth Mid-America Inc 1 AdventHealth University Inc 671 Winyah Drive Orlando FL 32803 593069793 Education/Operation of School FL 501(c)(3) Line 2 Adventist Hlth SystemSunbelt Inc 1 AdventHealth West Florida Ambulatory Services Inc 14055 Riveredge Drive Ste 250 Tampa FL 33637 471881744 Support of Imaging Center & Home Health Subsidiaries FL 501(c)(3) Line 12b, II Adventist Hlth System Sunbelt Hlthcare Corp 1 AdventHealth West Florida Imaging Inc 14055 Riveredge Drive Ste 250 Tampa FL 33637 843225135 Imaging & Testing FL 501(c)(3) Line 3 AdventHealth West Florida Ambulatory Services Inc 1 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 10 Sunbelt Hlth Care Centers Inc 1 Adventist Health Mid-America Inc 9100 W 74th Street Shawnee Mission KS 66204 521347407 Support of Affiliated Hospital KS 501(c)(3) Line 12c, III-FI Adventist Hlth SystemSunbelt Inc 1 Adventist Health System Georgia Inc 1035 Red Bud Road NE Calhoun GA 30701 581425000 Operation of Hospital & Related Services GA 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 Adventist Hlth System Sunbelt Hlthcare Corp 900 Hope Way Altamonte Springs FL 32714 592170012 Management Services FL 501(c)(3) Line 12a, I N/A 0 Adventist Hlth SystemSunbelt Inc 900 Hope Way Altamonte Springs FL 32714 591479658 Operation of Hospitals & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 Adventist Hlth SystemTexas Inc 11801 S Freeway Burleson TX 76028 742578952 Employee Leasing of Personnel to Affiliated Hospitals TX 501(c)(3) Line 12c, III-FI Adventist Hlth System Sunbelt Hlthcare Corp 1 AHS Midwest Management Inc 500 Remington Blvd Bolingbrook IL 60440 363354567 Employee Leasing of Personnel to Supported Hospitals IL 501(c)(3) Line 12c, III-FI Adventist Hlth System Sunbelt Hlthcare Corp 1 Apopka Health Care Properties Inc 305 E Oak Street Apopka FL 32703 510605694 Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc 1 Bert Fish Medical Center Auxiliary Inc 401 Palmetto Street New Smyrna Beach FL 32168 591054892 Volunteer support services FL 501(c)(3) Line 10 Southeast Volusia Healthcare Corp 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 10 Sunbelt Hlth Care Centers Inc 1 Chickasaw Health Care Properties Inc 250 S Chickasaw Trail Orlando FL 32825 510605681 Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc 1 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 1 Coalition For Physician Well-Being Inc 900 Hope Way Altamonte Springs FL 32714 463477012 Provide support for Physician well-being FL 501(c)(3) Line 10 Adventist Hlth System Sunbelt Hlthcare Corp 1 Courtland Health Care Properties Inc 730 Courtland Street Orlando FL 32804 510605682 Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc 1 Dairy Road Health Care Properties Inc 7350 Dairy Road Zephyrhills FL 33540 510605684 Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc 1 East Orlando Health & Rehab Center Inc 250 S Chickasaw Trail Orlando FL 32825 205774748 Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc 1 Fletcher Hospital Inc 100 Hospital Drive Hendersonville NC 28792 560543246 Operation of Hospital & Related Services NC 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 FLNC Inc 3355 E Semoran Blvd Apopka FL 32703 205774761 Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc 1 Florida Hospital Dade City Inc 13100 Fort King Road Dade City FL 33525 822567308 Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 Florida Hospital Healthcare Partners Inc 770 West Granada Blvd 101 Ormond Beach FL 32174 462354804 Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth SystemSunbelt Inc 1 Florida Hospital Medical Group Inc 2600 Westhall Lane 4th Floor Maitland FL 32751 593214635 Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth SystemSunbelt Inc 1 Florida Hospital Ocala Inc 1500 SW 1st Avenue Ocala FL 34471 824372339 Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 Florida Hospital Physician Group Inc 12470 Telecom Dr 100 Tampa FL 33637 462021581 Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 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 1 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 1 Florida Radiology Imaging at Lake Mary LLC 2600 Westhall Lane 4th Floor Maitland FL 32751 550789387 Imaging & Testing FL 501(c)(3) Line 3 Florida Hospital Medical Group Inc 1 Fountain Inn Nursing & Rehab Center Inc 4501 Waterman Way Tavares FL 32778 472180518 Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc 1 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 12c, III-FI N/A 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 7 N/A 0 Hospice of the Comforter Inc 480 W Central Parkway Altamonte Springs FL 32714 592935928 Operation of Hospice FL 501(c)(3) Line 10 The Comforter Health Care Group Inc 1 Lake County Health Care Properties Inc 485 North Keller Road 250 Maitland FL 32751 813923985 Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc 1 Memorial Health Systems Foundation Inc 305 Memorial Medical Pkwy 212 Daytona Beach FL 32117 311771522 Fund-raising for Tax-exempt hospital FL 501(c)(3) Line 7 N/A 0 Memorial Health 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 1 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 1 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 1 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 1 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 1 Metroplex Clinic Physicians Inc 2201 S Clear Creek Road Killeen TX 76549 113762050 Physician Healthcare services to the community TX 501(c)(3) Line 3 Metroplex Adventist Hospital Inc 1 Mission Strategies of Georgia Inc 485 North Keller Road 250 Maitland FL 32751 900866024 Provision of support to the nursing home division GA 501(c)(3) Line 12b, II Sunbelt Hlth Care Centers Inc 1 Osceola Health Care Properties Inc 485 North Keller Road 250 Maitland FL 32751 813165729 Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc 1 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 10 Sunbelt Hlth Care Centers Inc 1 PAHS Service Corporation (49 - 123123) 6061 S Willow Drive Greenwood Village CO 80111 923398616 Employee Leasing of Personnel to Related Hospitals CO 501(c)(3) Line 12c, III-FI Portercare Adventist Health System 1 Pasco-Pinellas Hillsborough Community Hlth System Inc 2600 Bruce B Downs Blvd Wesley Chapel FL 33544 208488713 Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 Portercare Adventist Health System 6061 S Willow Drive Greenwood Village CO 80111 840438224 Operation of Hospitals & Related Services CO 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 Princeton Homecare Services LLC 602 Courtland Street 310 Orlando FL 32804 814196648 Home Health Care Services FL 501(c)(3) Line 10 Princeton Prof Services Inc 1 Princeton Professional Services Inc 601 E Rollins Street Orlando FL 32803 591191045 Provision of Healthcare Services FL 501(c)(3) Line 12c, III-FI Adventist Hlth System Sunbelt Hlthcare Corp 1 Quality Circle for Healthcare Inc 900 Hope Way Altamonte Springs FL 32714 263789368 Healthcare Quality Services FL 501(c)(3) Line 12a, I Adventist Hlth System Sunbelt Hlthcare Corp 1 Redmond Park Hospital LLC 501 Redmond Road NW Rome GA 30165 581123037 Operation of Hospital & Related Services GA 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 Resource Personnel Inc 485 North Keller Road 250 Maitland FL 32751 208040875 Provide administrative support to tax exempt nursing homes FL 501(c)(3) Line 12b, II Sunbelt Hlth Care Centers Inc 1 Rocky Mountain Adventist Hlthcare Foundation 950 E Harvard Avenue Ste 230 Denver CO 80210 840745018 Fund-raising for Tax-exempt hospital CO 501(c)(3) Line 7 N/A 0 Rollins Brook Community Care Corp 2201 S Clear Creek Road Killeen TX 76549 461656773 Support Operation of Hospital TX 501(c)(3) Line 12a, I Adventist Hlth SystemSunbelt Inc 1 San Marcos Nursing & Rehab Center Inc 1900 Medical Parkway San Marcos TX 78666 205782224 Inactive - In wind down TX 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc 1 Shawnee Mission Hlth Care Properties Inc 485 North Keller Road 250 Maitland FL 32751 813914908 Inactive - In wind down GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc 1 Shawnee Mission Health Care Inc 6501 West 75th Street Overland Park KS 66204 480952508 Lease to Related Organization KS 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc 1 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 1 South Pasco Health Care Properties Inc 38250 A Avenue Zephyrhills FL 33542 510605679 Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc 1 Southeast Volusia Healthcare Corp 401 Palmetto Street New Smyrna Beach FL 32168 473793197 Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 Southwest Volusia Health Services Inc 1055 Saxon Blvd Orange City FL 32763 593281591 Medical Office Building for Hospital FL 501(c)(3) Line 12a, I Southwest Volusia Hlthcare Corp 1 Southwest Volusia Healthcare Corp 1055 Saxon Blvd Orange City FL 32763 593149293 Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth SystemSunbelt Inc 1 Sunbelt Health & 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 10 Sunbelt Hlth Care Centers Inc 1 Sunbelt Health Care Centers Inc 485 North Keller Road 250 Maitland FL 32751 581473135 Management Services TN 501(c)(3) Line 12b, II Adventist Hlth System Sunbelt Hlthcare Corp 1 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 1 Tarrant County Health Care Properties Inc 301 Huguley Blvd Burleson TX 76028 510605677 Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc 1 The Comforter Health Care Group Inc 605 Montgomery Road Altamonte Springs FL 32714 271857940 Support Services to Related Hospice FL 501(c)(3) Line 12c, III-FI Adventist Hlth System Sunbelt Hlthcare Corp 1 Tri-County Nursing and Rehab Center Inc 1290 Celebration Blvd Kissimmee FL 34747 472219363 Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc 1 University Community Hospital Foundation Inc 3100 E Fletcher Ave Tampa FL 33613 592554889 Fund-raising for Tax-exempt hospital FL 501(c)(3) Line 7 N/A 0 University Community Hospital Inc 3100 E Fletcher Ave Tampa FL 33613 591113901 Operation of Hospitals & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp 1 West Florida Health Home Care Inc 13601 Bruce B Downs Blvd Ste 110 Tampa FL 33613 593686109 Home Health Services GA 501(c)(3) Line 10 AdventHealth West Florida Ambulatory Services Inc 1 Zephyr Haven Health & Rehab Center Inc 38250 A Avenue Zephyrhills FL 33542 205774930 Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc 1 Zephyrhills Health & Rehab Center Inc 7350 Dairy Road Zephyrhills FL 33540 205774967 Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc 1 AdventHealth Surgery Center Daytona Beach LLC 103 Memorial Medical Pkwy Ste 300 Daytona Beach FL 32117 922967648 Surgery Center FL N/A 0 0 AdventHealth Surgery Center Innovation Tower LLC 265 E Rollins Street Orlando FL 32804 882744377 Surgery Center FL N/A 0 0 Fletcher Hospital Surgical Ventures LLC 9131 Anson Way Ste 304 Raleigh NC 27615 861482646 Indirect Interest in Surgery Center NC N/A 0 0 Florida Hospital DMERT LLC 500 Winderley Place Ste 324 Maitland FL 32751 202392253 Medical Equipment FL N/A 0 1 Florida Hospital Home Infusion LLP 500 Winderley Place Ste 226 Maitland FL 32751 593142824 Home Infusion Services FL N/A 0 1 Functional Neurosurgical Ambulatory Surgery Ctr LLC 11 W Dry Creek Circle 120 Littleton CO 80120 464426708 Surgery Center CO N/A 0 0 M&O Orlando MOB I LLC 1125 Sanctuary Parkway Ste 410 Alpharetta GA 30009 844259138 Operation of Medical Office Building DE N/A 0 0 OnPoint OBGYN LLC 7780 S Broadway 280 Littleton CO 80122 873522453 Healthcare Services CO N/A 0 0 Orange City Surgical LLC 1053 Medical Center Drive Ste 201 Orange City FL 32763 208105013 Surgery Center FL N/A 0 0 PAHS OnPoint Imaging LLC 9205 S Broadway Highlands Ranch CO 80129 833275105 Imaging Center CO N/A 0 0 PAHS OnPoint Urgent Care LLC 9100 E Mineral Circle Centennial CO 80112 832465331 Urgent Care Center CO N/A 0 0 Surgery Center of Rome LP 501 Redmond Road NW Rome GA 30165 200390305 Surgery Center GA N/A 0 0 SCA - Alliance LLC 569 Brookwood Village Ste 901 Birmingham AL 35209 471807383 Indirect Interest in Surgery Center DE N/A 0 0 SCA-Central Florida LLC 569 Brookwood Village Ste 901 Birmingham AL 35209 471535510 Indirect Interest in Surgery Center DE N/A 0 0 The Bariatric Center of Kansas City LLC 9100 W 74th Street Merriam KS 66204 823025378 Surgery Center KS N/A 0 0 Urgent Care Centers of Brevard County LLC 2600 Westhall Lane Ste 200 Maitland FL 32751 844261523 Urgent Care Centers FL N/A 0 1 AdventHealth at Overland Park-College MOB Condominium Assoc 9119 W 74th Street Ste 260 Merriam KS 66204 874353752 Condo Association KS N/A C 1 AdventHealth City Center North Owners' Assoc Inc (65-123123) 9119 W 74th Street Ste 260 Merriam KS 66204 991471046 Maintenance Association KS N/A C 1 AdventHealth Primary Care Inc fka AH North Polk Inc 900 Hope Way Altamonte Springs FL 32714 593231322 Inactive FL N/A C 1 AdventHealth Value Based Bundle Management LLC 2600 Lucien Way Maitland FL 32751 873487910 Medical Contracting and Billing FL N/A C 1 Altamonte Medical Plaza Condominium Association Inc 601 East Rollins Street Orlando FL 32803 592855792 Condo Association FL N/A C 1 Apopka Medical Plaza Condominium Assoc Inc (11-123123) 601 East Rollins Street Orlando FL 32803 593000857 Condo Association FL N/A C 1 Battle Creek Adventist Hospital 900 Hope Way Altamonte Springs FL 32714 381359189 Inactive MI N/A C 1 Florida Hospital Flagler Medical Offices Association Inc 60 Memorial Medical Parkway Palm Coast FL 32164 262158309 Condo Association FL N/A C 1 Florida Hosp Hlth Village Property Owner's Assoc Inc 550 E Rollins Street 7th Floor Orlando FL 32803 821748255 Condo Association FL N/A C 1 Florida Hospital Healthcare System Inc 2600 Lucien Way Maitland FL 32751 593215680 PHSO / CIN FL N/A C 1 Florida Medical Plaza Condominium Association Inc 601 East Rollins Street Orlando FL 32803 592855791 Condo Association FL N/A C 1 Kissimmee Multispecialty Clinic Condominium Association Inc 201 Hilda Street Suite 30 Kissimmee FL 34741 593539564 Condo Association FL N/A C 1 Midwest Management Services Inc 9100 West 74th Street Shawnee Mission KS 66204 480901551 Inactive KS N/A C 1 North American Health Services Inc & Sub 900 Hope Way Altamonte Springs FL 32714 621041820 Holding Co. TN N/A C 1 Ormond Prof Associates Condo Assoc Inc (430 year end) 770 W Granada Blvd Ste 101 Ormond Beach FL 32174 592694434 Condo Association FL N/A C 1 Park Ridge Property Owner's Association Inc 1 Park Place Naples Road Fletcher NC 28732 030380531 Condo Association NC N/A C 1 Park Ridge Condominium #1 Unit Owners Association Inc 1 Park Place Naples Road Fletcher NC 28732 010584623 Condo Association NC N/A C 1 Redmond Park Health Services Inc 501 Redmond Rd NW Rome GA 30165 621330078 Holding Company GA N/A C 1 Surgicare of Rome Inc 501 Redmond Rd NW Rome GA 30165 200376307 Holding Company GA N/A C 1 The Garden Retirement Community Inc 485 North Keller Road Ste 250 Maitland FL 32751 593414055 Real Estate Rental FL N/A C 1 Winter Park Medical Office Building I Condo Assoc Inc 601 East Rollins Street Orlando FL 32803 452228478 Condo Association FL N/A C 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 AdventHealth Polk North Inc B 345081 Actual Amount Donated AdventHealth University Inc B 657129 Actual Amount Donated Adventist Health System Georgia Inc B 226103 Actual Amount Donated Adventist Health System Sunbelt Healthcare Corporation B 224430 Actual Amount Donated Adventist Health SystemSunbelt Inc B 10450162 Actual Amount Donated Fletcher Hospital Inc B 317011 Actual Amount Donated Florida Hospital Dade City Inc B 168049 Actual Amount Donated Florida Hospital Medical Group Inc B 424272 Actual Amount Donated Florida Hospital Ocala Inc B 787390 Actual Amount Donated Florida Hospital Zephyrhills Inc B 97114 Actual Amount Donated Helen Ellis Memorial Hospital Foundation Inc B 70700 Actual Amount Donated Hospice of the Comforter Inc B 116640 Actual Amount Donated Memorial Hospital - West Volusia Inc B 155528 Actual Amount Donated Memorial Hospital Flagler Inc B 460661 Actual Amount Donated Memorial Hospital Inc B 77956 Actual Amount Donated Metroplex Adventist Hospital Inc B 224724 Actual Amount Donated Pasco-Pinellas Hillsborough Community Health System Inc B 664935 Actual Amount Donated Southeast Volusia Healthcare Corporation B 331185 Actual Amount Donated University Community Hospital Foundation Inc B 608427 Actual Amount Donated University Community Hospital Inc B 50000 Actual Amount Donated AdventHealth Polk North Inc C 110274 Actual Amount Received Adventist Health System Georgia Inc C 84921 Actual Amount Received Adventist Health System Sunbelt Healthcare Corporation C 534654 Actual Amount Received Adventist Health SystemSunbelt Inc C 963463 Actual Amount Received Bert Fish Medical Center Auxiliary Inc C 50000 Actual Amount Received Fletcher Hospital Inc C 95357 Actual Amount Received Florida Hospital Ocala Inc C 167382 Actual Amount Received Florida Hospital Zephyrhills Inc C 126556 Actual Amount Received Memorial Hospital Inc C 61150 Actual Amount Received Memorial Hospital - West Volusia Inc C 152094 Actual Amount Received Memorial Hospital Flagler Inc C 88467 Actual Amount Received Pasco-Pinellas Hillsborough Community Health System Inc C 1264399 Actual Amount Received AdventHealth Polk North Inc M 356753 Cost Adventist Health System Georgia Inc M 108696 Cost Adventist Health SystemSunbelt Inc M 4883629 Cost Fletcher Hospital Inc M 97335 Cost Florida Hospital Ocala Inc M 390198 Cost Florida Hospital Zephyrhills Inc M 356753 Cost Memorial Hospital - West Volusia Inc M 81745 Cost Memorial Hospital Flagler Inc M 261325 Cost Metroplex Adventist Hospital Inc M 116521 Cost Pasco-Pinellas Hillsborough Community Health System Inc M 356753 Cost Adventist Health SystemSunbelt Inc N 351586 Cost Allocation