2024-11-05T14:51:32-06:00 2023-12-31 910189318 Moss Adams LLP 3121 W March Ln Ste 200 Stockton CA 952192367 990 2023-01-01 680357690 Adventist Health Physicians Network ADVE 9164060000 1 Adventist Health Way Roseville CA 956613266 John Beaman Treasurer 9164060000 2024-11-05 1 0 Tracy S Paglia P00366884 2099556100 2024-11-05 2023 2024-10-15 13:58:12Z Arby Nahapetian 1 Adventist Health Way Roseville CA 956613266 277107137 0 1071 X www.myahphysician.org/ X 1995 CA Living God's love by inspiring health, wholeness and hope. 13 11 1 0 0 0 0 2747471 228903287 273708471 1025767 649465 0 0 229929054 277105407 400 0 0 0 59778645 77638785 0 0 0 168850187 196730638 228629232 274369423 1299822 2735984 38870916 42412322 24933073 25738495 13937843 16673827 X Living God's love by inspiring health, wholeness and hope. 0 0 262528228 0 273708471 See Schedule O 262528228 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X John Beaman CFO 9164060000 1 Adventist Health Way Roseville CA 95661 X Heinrich Kerry Dir/Chair/CEO 0.00 50.50 X X 0 3302428 57395 Hofheins Todd Dir/Vice Chair/COO 0.00 50.50 X X 0 2272592 76141 Beaman John CFO/Treasurer/Asst Secretary 0.00 50.50 X 0 1680553 73355 Nahapetian Arby President 20.00 30.00 X 0 1482294 69613 Wing Bill - Former Dir/Asst Secr/Vice Chair thru 01/22 0.00 0.00 X 0 1438460 40073 Jobe Meredith Secretary 0.00 50.50 X 0 959488 59410 Rippey Wesley Former Director thru 05/18 0.00 50.00 X 0 755844 73012 Serna Adrian Sr Finance Officer 50.00 0.00 X 0 630265 73133 Hutcheson Walter Finance Officer 50.00 0.00 X 0 318312 47609 Freedman John Director 0.00 4.00 X 0 26770 0 Cherry Robert Director 0.00 4.00 X 0 26611 0 Davis Andrew Director 0.00 4.00 X 0 26611 0 Innocent Larry Director 0.00 4.00 X 0 26611 0 Newton Bradford Director 0.00 4.00 X 0 26611 0 Reiner Richard Director 0.00 4.00 X 0 26611 0 Salazar Velino Director 0.00 4.00 X 0 26611 0 Banks David Director 0.00 4.00 X 0 26181 0 Woodson Marc Director 0.00 4.00 X 0 21611 0 Wagner Jack Director 0.00 4.00 X 0 16180 0 Fehr Joy Director 0.00 4.00 X 0 430 0 Ocampo Lucy Director thru 08/23 0.00 4.00 X 0 0 0 0 13091074 569741 0 1 1 0 Visalia Medical Clinic Inc 5400 W Hillsdale Visalia CA 93291 Provider Fees 16522396 Pacific Heart and Vascular Medical Group 1801 E March Ln Ste D400 Stockton CA 95210 Provider Fees 4300150 Grapevine Cardiac 850 Meadowood Ln St Helena CA 94574 Provider Fees 1634902 Ercolani Medical PC 79 Sugar Mill Dr Osprey FL 34229 Provider Fees 1574262 Central California Heart and Lung Surger 729 Medical Center Dr W 223 Clovis CA 93611 Provider Fees 1371201 40 79560 587472 2080439 2747471 Patient service revenue 621110 150029479 150029479 Affiliated org subsidies 900099 105694158 105694158 Premium revenue 621400 7937795 7937795 Incentive & quality revenue 900099 7489382 7489382 2557657 2557657 273708471 651195 651195 1730 -1730 -1730 -1730 277105407 273708471 0 649465 X 59746320 59704577 41743 1800920 1800920 11831036 11816398 14638 4260509 4260509 10486923 10486923 1267444 1267444 140637690 140637295 395 10768 10768 2349186 2330299 18887 3590210 3590210 12933376 12933376 163226 163226 17684 17684 590151 590151 381562 381562 Patient care supplies 18893260 18892863 397 Rental/lease cost equip 4817255 4817255 591903 591903 274369423 262528228 11841195 0 18621907 7534076 11720297 14553381 17976 1943851 8510736 18381014 38870916 42412322 4256013 10741418 687766 450147 19989294 14546930 24933073 25738495 X 13937843 16673827 13937843 16673827 38870916 42412322 2735984 0 X 0 1 X 1 1 1 X X 18 Adventist Health SystemWest 953484589 10 1 0 0 Adventist Health Clearlake Hospital Inc 680395149 3 0 0 0 Adventist Health Delano 770258013 3 0 0 0 Adventist Health Medical Center Tehachapi 812240617 3 0 0 0 Adventist Health Mendocino Coast 845174585 3 0 0 0 Adventist Health Tulare 832351753 3 0 0 0 Glendale Adventist Medical Center 951816017 3 0 0 0 Hanford Community Hospital 940535360 3 0 0 0 Lodi Memorial Hospital Association Inc 941044474 3 0 0 0 Reedley Community Hospital 453220509 3 0 0 0 Rideout Memorial Hospital 941387866 3 0 0 0 San Joaquin Community Hospital 952294234 3 0 0 0 Simi Valley Hospital and Health Care Services 956064971 3 0 0 0 Sonora Community Hospital 941415069 3 0 0 0 St Helena Hospital 941279779 3 0 0 0 Ukiah Adventist Hospital 941639901 3 0 0 0 White Memorial Medical Center 952282647 3 0 0 0 Willits Hospital Inc 680108919 3 0 0 0 18 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 Part IV, Section A, Line 1: Adventist Health System/West (AHRS), the permanent member, designates supported organizations of Adventist Health Physicians Network (AHPN) that are affiliates of the permanent member and operate a hospital in a service area in which AHPN has established clinic operations. Part I, Line 12g, Column iv: Adventist Health System/West (AHRS), the permanent member, designates supported organizations of Adventist Health Physicians Network (AHPN) that are affiliates of the permanent member and operate a hospital in a service area in which AHPN has established clinic operations. Part IV, Section A, Line 5a: Adventist Health Physicians Network (AHPN) added Adventist Health Medical Center Tehachapi, EIN: 81-2240617 as a supported organization during the tax year. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Receivables from related organizations 14654645 Other receivables 1951620 Receivables from third-party payors 1774749 18381014 Payables to related organizations 12508825 Other liabilities 1700000 Payables to third-party payors 338105 14546930 X Part X, Line 2: The principal operations of the System is exempt from taxation pursuant to Internal Revenue Code Section 501(c)(3) and related state provisions. The System recognizes tax benefits from any uncertain tax positions only if it is more-likely-than-not the tax position will be sustained, based solely on its technical merits, with the taxing authority having full knowledge of all relevant information. The System records a liability for unrecognized tax benefits from uncertain tax positions as discrete tax adjustments in the first interim period the more-likely-than-not threshold is not met. The System recognizes deferred tax assets and liabilities for temporary differences between the financial reporting basis and the tax basis of its assets and liabilities along with net operating loss and tax credit carryovers only for tax positions that meet the more-likely-than-not recognition criteria. At December 31, 2023 and 2022, no such assets or liabilities were recorded. The System currently files Form 990 (Informational Return of Organizations Exempt From Income Taxes) and Form 990-T (Exempt Organization Business Income Tax Return) in the U.S. federal jurisdiction and the state of California. The System is not subject to income tax examinations prior to 2020 in major tax jurisdictions. X X X X 1 1 0 0 0 0 0 0 0 Heinrich Kerry Dir/Chair/CEO 0 2017000 0 1208880 0 76548 0 13296 0 44099 0 3359823 0 0 Hofheins Todd Dir/Vice Chair/COO 0 1389462 0 735265 0 147865 0 13296 0 62845 0 2348733 0 0 Beaman John CFO/Treasurer/Asst Secretary 0 1091769 0 569149 0 19635 0 13296 0 60059 0 1753908 0 0 Nahapetian Arby President 0 967385 0 329621 0 185288 0 13296 0 56317 0 1551907 0 0 Wing Bill - Former Dir/Asst Secr/Vice Chair thru 01/22 0 0 0 0 0 1438460 0 13296 0 26777 0 1478533 0 0 Jobe Meredith Secretary 0 660525 0 168715 0 130248 0 13296 0 46114 0 1018898 0 0 Rippey Wesley Former Director thru 05/18 0 539595 0 105940 0 110309 0 13296 0 59716 0 828856 0 0 Serna Adrian Sr Finance Officer 0 448759 0 118066 0 63440 0 13296 0 59837 0 703398 0 0 Hutcheson Walter Finance Officer 0 254547 0 47330 0 16435 0 13296 0 34313 0 365921 0 0 Part I, Lines 4a-b Severance payments are made based upon agreements between certain qualifying employees and Adventist Health System/West. Details of the terms and conditions of the severance agreements are available to the IRS upon request. Wing, Bill - severance payment - $1,440,800 Select executives agreed to participate in CAP-EX in place of a traditional insurance SERP. See Schedule L, Part V of Adventist Health System/West, for a broader description. Split-Dollar life insurance participants are John Beaman, Kerry Heinrich, Todd Hofheins, Jack Wagner, and Bill Wing. Form 990, Part III, Line 4a: Adventist Health Physicians Network (AHPN) is a California medical foundation that provides physicians' opportunities to improve patient care coordination, enhance quality initiatives and creates greater physician alignment while successfully operating in the environment of health care reform. AHPN provides quality medical healthcare regardless of race, creed, sex, national origin, handicap, age, or ability to pay. Although, reimbursement for services rendered is critical to the operation and stability of AHPN, the organization recognizes that not all individuals possess the ability to pay for essential medical services. Adventist Health's vision is to enhance the health of the communities where we live and serve by engaging our communities and our patients in a new definition of and partnership for personal community health. In keeping with this commitment to serve all members of the community, the following coverage will be considered when individuals who need health care cannot afford to pay: - Free care and/or subsidized care - Care to persons covered by governmental programs at/or below cost - Health/wellness activities and community education programs Working with providers, AHPN delivers a more integrated, seamless, and affordable approach to caring for patients and their communities. Not only does AHPN provide low-cost care to individuals covered by government programs, and those unable to afford healthcare, it also helps patients find and access private and governmental resources for healthcare benefits. Adventist Health's mission statement of living God's love by inspiring health, wholeness and hope is coupled with a vision to transform the health experience of our communities through collaborative programs, community investments and community outreach. We are inspired by the healing ministry, as represented by the life of Jesus Christ, and believe we are called to live out our mission intentionally in the communities we serve. In the small towns, suburbs, and inner cities we serve, we continue our journey to provide quality healthcare until every person made in God's image has experienced the best health today, hope for tomorrow, and God's love that endures forever. Websites for our community benefit information: https://www.adventisthealth.org/about-us/community-benefit/ Form 990, Part VI, Section A, line 6 Adventist Health System/West, a California not-for-profit religious corporation, is the permanent member of the Organization. Form 990, Part VI, Section A, line 7a The Organization's Bylaws define its Board of Directors to be the same individuals who are members of the Adventist Health System/West Board of Directors. Form 990, Part VI, Section A, line 7b The permanent member may admit additional members that are affiliates of the permanent member and operate a hospital in a service area in which the Organization has established clinic operations. The permanent member may terminate membership of any member if it is in the best interest of the Organization. Amendments to the Organization's governing documents require approval of the permanent member. Form 990, Part VI, Section B, line 11b This Form 990 including all supporting schedules was prepared by a public accounting firm, reviewed by the Corporate Finance Officer and Market Financial Officer, and shared by electronic communication with the Corporation's Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c During the first quarter of each year, the annual conflict of interest questionnaire is sent to board members, hospital corporate officers, key employees and department directors for completion and signature. The questionnaire is accompanied by a letter of explanation to illustrate examples of a conflict and to remind the recipient that if any perceived conflict should arise before the next annual questionnaire, he/she is to notify the market president or the System General Counsel immediately. The System General Counsel distributes, collects, and reviews for signatures the COIs for all applicable Corporate employees, stakeholders and the board. In addition, the hospital's administration is responsible for keeping record to ensure all hospital-based individuals with director and above positions have submitted their COIs. The System General Counsel reviews all the disclosures on the board and Corporate employees' COIs. System General Counsel retains the COIs for all individuals. Further inquiries on any potential significant conflicts are made as needed. Conflicts are documented and reviewed with the Board. Form 990, Part VI, Section B, line 15 The Organization's Board of Directors has established a Human Resources Committee to oversee the executive compensation program. This committee is composed of independent directors with no conflicts of interest. The committee performs the following functions: recommends a total compensation philosophy to the board; assures compliance with the board-approved philosophy; meets at least annually to review comparability data from outside consultants; recommends any adjustments to current executive compensation, including salary ranges for hospital presidents and finance officers that would be indicated by the data evaluates executive performance against annual goals; recommends appropriate incentive awards to the board for approval; follows a diligent process that meets regulatory requirements for a rebuttable presumption of reasonableness; records committee deliberations and decisions in timely minutes; selects, engages and supervises any consultant hired to advise and provide comparability data. The board-approved executive compensation philosophy specifies that salary ranges will be established for hospital executives, with midpoints aligned with the 60th percentile of comparable system hospital data, and having a 50 percent spread from minimum to maximum. Form 990, Part VI, Section C, line 19 The Organization does not make its governing documents publicly available, beyond required filings of Articles of Incorporation with the Secretary of State. The Organization does not make its Conflict of Interest Policy publicly available. Form 990, Part VII: Board compensation is for Adventist Health System/West Board of Directors only - not hospital Board of Directors. Form 990, Part IX, line 11g Physician professional fees: Program service expenses 132,245,052. Management and general expenses 0. Fundraising expenses 0. Total expenses 132,245,052. All other purchased services: Program service expenses 6,367,297. Management and general expenses 395. Fundraising expenses 0. Total expenses 6,367,692. Contract labor: Program service expenses 190,239. Management and general expenses 0. Fundraising expenses 0. Total expenses 190,239. Consulting and other management fees: Program service expenses 308,543. Management and general expenses 0. Fundraising expenses 0. Total expenses 308,543. Professional fees non-medical: Program service expenses 208,113. Management and general expenses 0. Fundraising expenses 0. Total expenses 208,113. Repairs & maintenance: Program service expenses 1,318,051. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,318,051. Adventist Health Accountable Care LLC 1509 Wilson Terrace Suite 215 Glendale CA 91206 822267429 Medical services CA 2078869 0 Adventist Health Physicians Network Adventist Health Clearlake Hospital Inc 15630 18th Avenue Clearlake CA 95422 680395149 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Adventist Health Delano 1401 Garces Hwy Delano CA 93215 770258013 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Adventist Health Foundation 1 Adventist Health Way Roseville CA 95661 680002188 Charitable foundation CA 501(c)(3) Line 7 Adventist Health SystemWest 0 Adventist Health Medical Center Tehachapi 1100 Magellan Drive Tehachapi CA 93561 812240617 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Adventist Health Mendocino Coast 700 River Drive Fort Bragg CA 95437 845174585 Hospital CA 501(c)(3) Line 3 Stone Point Health 0 Adventist Health SystemWest 1 Adventist Health Way Roseville CA 95661 953484589 Integrated health system CA 501(c)(3) Line 10 N/A 0 Adventist Health Tulare 869 North Cherry Street Tulare CA 93274 832351753 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Castle Medical Center 640 Ulukahiki Street Kailua HI 96734 990107330 Hospital HI 501(c)(3) Line 3 Adventist Health SystemWest 0 Feather River Hospital 1 Adventist Health Way Roseville CA 95661 941101228 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Glendale Adventist Medical Center 1509 Wilson Terrace Glendale CA 91206 951816017 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Hanford Community Hospital 115 Mall Drive Hanford CA 93230 940535360 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Lodi Memorial Hospital Association Inc 975 S Fairmont Avenue Lodi CA 95240 941044474 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Mid-Columbia Medical Center 1700 E 19th Street The Dalles OR 97058 930386936 Hospital OR 501(c)(3) Line 3 Stone Point Health 0 Northwest Medical Foundation of Tillamook 1000 Third Street Tillamook OR 97141 930622075 Hospital OR 501(c)(3) Line 3 Adventist Health SystemWest 0 Paradise Valley Hospital 1 Adventist Health Way Roseville CA 95661 951816034 Discontinued Operations CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Portland Adventist Medical Center 10123 SE Market Street Portland OR 97216 930429015 Hospital OR 501(c)(3) Line 3 Adventist Health SystemWest 0 Reedley Community Hospital 372 Cypress Avenue Reedley CA 93654 453220509 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Rideout Memorial Hospital 726 Fourth Street Marysville CA 95901 941387866 Acute care hospital CA 501(c)(3) Line 3 Stone Point Health 0 St Helena Hospital 10 Woodland Road St Helena CA 94574 941279779 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 San Joaquin Community Hospital 2615 Chester Avenue Bakersfield CA 93301 952294234 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Simi Valley Hospital and Health Care Services 2975 N Sycamore Drive Simi Valley CA 93065 956064971 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Sonora Community Hospital 1000 Greenley Road Sonora CA 95370 941415069 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Stone Point Health 1 Adventist Health Way Roseville CA 95661 823763347 Supporting organization CA 501(c)(3) Line 12b, II Adventist Health SystemWest 0 Ukiah Adventist Hospital 275 Hospital Drive Ukiah CA 95482 941639901 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 United Com-Serve 726 Fourth Street Marysville CA 95901 943015356 Skilled nursing/assisted living/home health CA 501(c)(3) Line 10 Stone Point Health 0 Walla Walla General Hospital 1 Adventist Health Way Roseville CA 95661 910617726 Hospital - closed July 2017 WA 501(c)(3) Line 3 Adventist Health SystemWest 0 Western Health Resources 1 Adventist Health Way Roseville CA 95661 953867863 Home care CA 501(c)(3) Line 10 Adventist Health SystemWest 0 White Memorial Medical Center 1720 E Cesar E Chavez Avenue Los Angeles CA 90033 952282647 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Willits Hospital Inc 1 Marcela Drive Willits CA 95490 680108919 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Blue Legacy Ventures LLC 1010 NE 2nd Avenue Miami FL 33132 871254649 Real property rental FL N/A 0 0 Blue Zones LLC 200 Southdale Center Edina MN 55435 271603327 Education MN N/A 0 0 PAR LLC DBA CherryWood Village 8440 SE Sunnybrook Blvd Suite 100 Clackmas OR 97015 931262371 Senior housing OR N/A 0 0 PVHR LLC DBA Paradise Village 8440 SE Sunnybrook Blvd Suite 100 Clackmas OR 97015 260622555 Senior housing OR N/A 0 0 PVHR2 LLC DBA Parkview Memory Care at Paradise Village 8440 SE Sunnybrook Blvd Suite 100 Clackmas OR 97015 473300170 Senior housing OR N/A 0 0 WWGHR LLC DBA Wheatland Village 8440 SE Sunnybrook Blvd Suite 100 Clackmas OR 97015 810591221 Senior housing OR N/A 0 0 AdHealth Limited PO Box HM 2062 Hamilton BD HM HX Pure captive insurance BD N/A C 0 Adventist Health Plan Inc 1 Adventist Health Way Roseville CA 95661 463833261 Health insurance CA N/A C 0 South Coast Medical Center 1 Adventist Health Way Roseville CA 95661 952037291 Wind down after sale of hospital CA N/A C 0 Thrive Productions Inc 200 Southdale Center Edina MN 55435 453369049 Production company MN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1