2025-11-06T17:34:10-06:00 2024-12-31 390859910 Baker Tilly Advisory Group LP 2882 Prospect Park Dr Ste 300 Rancho Cordova CA 95670 990 2024-01-01 680357690 Adventist Health Physicians Network ADVE 9164060000 1 Adventist Health Way Roseville CA 956613266 John Beaman Treasurer 9164060000 2025-11-06 1 1 Lauren A Haverlock P00545829 9165038100 2025-10-25 2024 2025-03-06 01:10:19Z Arby Nahapetian 1 Adventist Health Way Roseville CA 956613266 343257231 0 1071 X www.adventisthealth.org X 1995 CA Living God's love by inspiring health, wholeness and hope. 14 13 2 0 0 0 2747471 1543583 273708471 341464674 649465 248974 0 0 277105407 343257231 0 0 0 0 77638785 92460802 0 0 0 196730638 251369645 274369423 343830447 2735984 -573216 42412322 40320202 25738495 24219591 16673827 16100611 X Living God's love by inspiring health, wholeness and hope. 0 0 306878762 0 341464674 See Schedule O 306878762 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 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 1 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 50.00 X X 0 3974195 57975 Hofheins Todd Dir/Vice Chair/COO 0.00 50.50 X X 0 2407675 65992 Freedman John Director 0.00 4.00 X 0 27203 0 Newton Bradford Director 0.00 4.00 X 0 26939 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 Reiner Richard Director 0.00 4.00 X 0 26611 0 Wagner Jack Director 0.00 4.00 X 0 21611 0 Woodson Marc Director 0.00 4.00 X 0 21611 0 Salazar Velino Director thru 09/24 0.00 4.00 X 0 21181 0 Fehr Joy Director 0.00 4.00 X 0 18680 0 Beckett Ann Director as of 01/24 0.00 4.00 X 0 17930 0 Daggett Jonathan Director as of 01/24 0.00 4.00 X 0 16180 0 Jutzy Kenneth Director as of 01/24 0.00 4.00 X 0 16180 0 Cress John Director as of 10/24 0.00 4.00 X 0 430 0 Beaman John CFO/Treasurer/Asst Secretary 0.00 50.50 X 0 1980861 79808 Nahapetian Arby President 20.00 30.00 X 0 1759258 79808 Jobe Meredith Secretary 0.00 50.50 X 0 1221104 57975 Serna Adrian Sr Finance Officer 49.00 0.00 X 0 649036 79808 Hutcheson Walter Finance Officer 50.00 0.00 X 0 345696 79018 Wing Bill - Former Dir Asst Secr/Vice Chair thru 01/22 0.00 0.00 X 0 273263 0 0 12905477 500384 0 1 1 0 Visalia Medical Clinic Inc 5400 W Hillsdale Visalia CA 93291 Medical services 22470456 Pacific Heart and Vascular Medical Group 1801 E March Ln Ste D400 Stockton CA 95210 Medical services 5887577 Ercolani Medical PC PO Box 2286 Redondo Beach CA 90278 Consulting services 2556392 Central California Heart and Lung Surger 729 Medical Center Dr W 223 Clovis CA 93611 Medical services 2333081 Kern County Hospital Authority 1700 Mount Vernon Ave Bakersfield CA 93306 Medical services/directorship 2059068 48 1529999 13584 1543583 Patient service revenue 621110 199088611 199088611 Affiliated org subsidies 900099 119953232 119953232 Premium revenue 621400 9016736 9016736 Incentive & quality revenue 900099 7257060 7257060 6149035 6149035 341464674 248974 248974 343257231 341464674 0 248974 X 75068520 71174658 3893862 150361 150361 11920137 11871077 49060 5321784 4973077 348707 11812731 11812731 16331 16331 179269348 165601302 13668046 48790 48790 3191187 2442155 749032 8422617 5826628 2595989 17176641 14712145 2464496 166735 160792 5943 17397 17397 294947 294947 450755 439706 11049 Patient care supplies 23610888 22580920 1029968 Rental/lease cost equip 5868092 5780603 87489 Income taxes 7600 7600 1015586 995755 19831 343830447 306878762 36951685 0 7534076 0 14553381 26554805 0 17033 1943851 941782 18381014 12806582 42412322 40320202 10741418 12576167 450147 497282 14546930 11146142 25738495 24219591 X 16673827 16100394 0 217 16673827 16100611 42412322 40320202 -573216 0 X 0 1 X 1 1 1 X X 21 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 Mid-Columbia Medical Center 930386936 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 Sierra Vista Hospital Inc 952588614 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 Twin Cities Community Hospital Inc 752918765 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 21 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 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 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 IV, Section A, Line 5a: Adventist Health Physicians Network (AHPN) added Sierra Vista Hospital, Inc., EIN: 95-2588614 and twin Cities Community Hospita. Inc., EIN: 75-2918765 as supported organizations during the tax year. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Receivables from related organizations 11146830 Other receivables 1659752 12806582 Payables to related organizations 10092152 Other liabilities 866712 Payables to third-party payors 187278 11146142 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, 2024 and 2023, 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 2021 in major tax jurisdictions. X X X X 1 1 0 0 0 0 0 0 0 Heinrich Kerry Dir/Chair/CEO 0 2342000 0 1586113 0 46082 0 13296 0 44679 0 4032170 0 0 Hofheins Todd Dir/Vice Chair/COO 0 1474000 0 888115 0 45560 0 13296 0 52696 0 2473667 0 0 Beaman John CFO/Treasurer/Asst Secretary 0 1261000 0 698818 0 21043 0 13296 0 66512 0 2060669 0 0 Nahapetian Arby President 0 1111000 0 458435 0 189823 0 13296 0 66512 0 1839066 0 0 Jobe Meredith Secretary 0 796100 0 281132 0 143872 0 13296 0 44679 0 1279079 0 0 Serna Adrian Sr Finance Officer 0 453419 0 132238 0 63379 0 13296 0 66512 0 728844 0 0 Hutcheson Walter Finance Officer 0 256638 0 62944 0 26114 0 12832 0 66186 0 424714 0 0 Wing Bill - Former Dir Asst Secr/Vice Chair thru 01/22 0 0 0 0 0 273263 0 0 0 0 0 273263 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 - $271,535 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 I, Box J: www.adventisthealth.org/services/primary-specialty-care/physicians-netwo rk/ 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 4 The Organization's Bylaws were amended in June 2024 and were completely overhauled and modernized. Significant changes include: 1. Adjustments to language for clarity and modernization. 2. Members were updated to include Adventist Health and affiliates that own or operate general acute care hospitals. 3. Place and notice of meetings were updated. 4. The number, powers, and the vacancy procedures of the board of directors were revised. 5. Language regarding compensation of the board of directors was removed. 6. Non-board committee language was removed and additional detail about committee chairs, meetings and actions, and the influence and structure of the executive committee was added. 7. The officer election process language was revised, and information for Vice-Chairmen, the Vice-President, Assistant Secretaries, Assistant Treasurers, and Chief Medical Officer was removed. 8. Delegation and the quality of professional services and adjunct organizations information was removed and a section was added for general provisions to include language regarding auditors, amendment of the Bylaws, and electronic transmissions. Form 990, Part VI, Section A, line 6 Adventist Health System/West, a California not-for-profit religious corporation, and Adventist Heatlh affiliates that own or operate general acute care hospitals are members 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 Amendments to the Organization's governing documents require approval of Adventist Health System/West. 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 Chief Legal Officer/General Counsel immediately. The System Chief Legal Officer/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 Chief Legal Officer/General Counsel reviews all the disclosures on the board and Corporate employees' COIs. The System Chief Legal Officer/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 Adventist Health Board of Directors has established an Executive Compensation Committee to oversee the executive compensation program. This committee is composed of independent directors with no conflicts of interest. The committee performs the following functions: recommends a total compensation philosophy to the board; assures compliance with the board-approved philosophy; meets 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 40 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 157,988,944. Management and general expenses 13,372,160. Fundraising expenses 0. Total expenses 171,361,104. Purchased medical services: Program service expenses 3,059,760. Management and general expenses 79,880. Fundraising expenses 0. Total expenses 3,139,640. All other purchased services: Program service expenses 2,610,896. Management and general expenses 166,039. Fundraising expenses 0. Total expenses 2,776,935. Contract labor: Program service expenses 333,535. Management and general expenses 0. Fundraising expenses 0. Total expenses 333,535. Consulting and other management fees: Program service expenses 132,735. Management and general expenses 0. Fundraising expenses 0. Total expenses 132,735. Professional fees non-medical: Program service expenses 596,561. Management and general expenses 2,637. Fundraising expenses 0. Total expenses 599,198. Other medical professional fees: Program service expenses 27,966. Management and general expenses 0. Fundraising expenses 0. Total expenses 27,966. Repairs & maintenance: Program service expenses 850,905. Management and general expenses 47,330. Fundraising expenses 0. Total expenses 898,235. Adventist Health Accountable Care LLC 1509 Wilson Terrace Suite 215 Glendale CA 91206 822267429 Medical services CA 1778357 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 Mid-Columbia Health Foundation 1700 E 19th Street The Dalles OR 97058 930854433 Charitable foundation OR 501(c)(3) Line 7 Mid-Columbia Medical Center 0 Northwest Medical Foundation of Tillamook 1000 Third Street Tillamook OR 97141 930622075 Hospital OR 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 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 Sierra Vista Hospital Inc 1010 Murray Avenue San Luis Obispo CA 93405 952588614 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 Twin Cities Community Hospital Inc 1100 Las Tablas Road Templeton CA 93465 752918765 Hospital CA 501(c)(3) Line 3 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 12b, II Stone Point Health 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