2025-11-06T17:35:51-06:00 2024-12-31 390859910 Baker Tilly Advisory Group LP 2882 Prospect Park Dr Ste 300 Rancho Cordova CA 95670 990 2024-01-01 680002188 Adventist Health Foundation ADVE 9164060000 1 Adventist Health Way Roseville CA 95661 John Beaman Chief Financial Officer 9164060000 2025-11-06 1 1 Lauren A Haverlock P00545829 9165038100 2025-10-25 2024 2025-03-06 01:10:19Z Kerry Heinrich 1 Adventist Health Way Roseville CA 95661 219996 0 X N/A X 1982 CA To support, benefit and further the provision of health services of Adventist Health System/West and its affiliates through philanthropy; by engaging in the receipt, administration, and distribution of funds to further the mission of Adventist Health in Paradise, Butte and Tehama Counties, and across the Northeastern State of California. 3 0 0 4 0 0 649648 73535 0 0 62976 146461 0 0 712624 219996 42300 58653 0 0 49600 32090 0 0 17353 258346 35789 350246 126532 362378 93464 4049720 4531009 2743 203552 4046977 4327457 The Foundation's mission is to endeavor to support programs and projects that measurably improve the physical and emotional health and health, wholeness and hope is coupled with a vision to transform the well-being in Paradise, and the North state region. 0 0 69903 58653 0 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. Adventist Health Foundation was formed to support this mission for various programs and capital improvements intended to improve the quality of life and health in our community. 69903 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X John Beaman CFO 9164060000 1 Adventist Health Way Roseville CA 95661 Heinrich Kerry Dir/Chair/CEO 0.00 50.00 X X 0 3974195 57975 Hofheins Todd Dir/Vice Chair/COO/Pres as of 07/24 0.00 50.50 X X 0 2407675 65992 Beaman John Director/CFO 0.00 50.50 X X 0 1980861 79808 Bryan William - DirPres Chief Mission Officer thru 06/24 12.50 37.50 X X 0 503345 32502 Jobe Meredith Secretary 0.00 50.50 X 0 1221104 57975 Champlin Christopher Former President thru 03/22 0.00 48.00 X 0 938333 57975 0 11025513 352227 0 1 1 0 0 73535 73535 146461 146461 219996 0 0 146461 52653 52653 6000 6000 25226 12613 12613 6864 3432 3432 858 858 222 222 Grant funded projects 23359 23009 350 MOW endowment spending 11250 11250 Taxes and licenses 100 100 126532 69903 39276 17353 1470175 1775458 48064 6250 2531481 2749301 4049720 4531009 0 200000 2743 3552 2743 203552 X 1412336 1560261 2634641 2767196 4046977 4327457 4049720 4531009 93464 187016 0 X 0 1 X 1 0 X 416760 671009 71455 649648 73535 1882407 416760 671009 71455 649648 73535 1882407 438374 1444033 47297 69315 110105 62976 146461 436154 2318561 0.62280 0.66640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3885205 72027 218253 54890 4120595 3340756 565060 202123 222734 3885205 4050811 70424 -705993 74486 3340756 3779697 248404 160593 137883 4050811 3172830 424824 390559 208516 3779697 0.32845 0.00000 0.67155 0 0 0 Funds held in trust 2748885 Receivables from related organizations 416 2749301 Payables to related organizations 3552 3552 X Part V, Line 4: Board-designated, temporary and permanently restricted endowment funds are for specified operating and capital projects. The funds are released as project costs are expended. Part X, Line 2: The principal operations of the System are 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. 0 Ria Collaboratives 1 Adventist Health Way Roseville CA 95661 501(c)(3) 29250 0 Community development and outreach 1 0 Employee assistance 3 6000 Part I, Line 2: Funding provided to other organizations is provided to recipients with the understanding that the funds are being used only for the designated purposes. No monitoring is conducted by Adventist Health Foundation. 0 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/Pres as of 07/24 0 1474000 0 888115 0 45560 0 13296 0 52696 0 2473667 0 0 Beaman John Director/CFO 0 1261000 0 698818 0 21043 0 13296 0 66512 0 2060669 0 0 Jobe Meredith Secretary 0 796100 0 281132 0 143872 0 13296 0 44679 0 1279079 0 0 Champlin Christopher Former President thru 03/22 0 690000 0 155763 0 92570 0 13296 0 44679 0 996308 0 0 Bryan William - DirPres Chief Mission Officer thru 06/24 0 300230 0 193557 0 9558 0 6648 0 25854 0 535847 0 0 Part I, Line 3 The filing organization relied on an affiliated organization, Adventist Health System/West, to determine compensation for the top management official of the organization. The related organization used the following methods to determine compensation: compensation committee, independent compensation consultant, compensation survey or study, and approval by the board or compensation committee. Part I, Line 4b Select executives agreed to participate in CAP-EX in place of a traditional 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, and Todd Hofheins. Form 990, Part VI, Section A, line 7a The Foundation's Board of Directors is appointed by the Board of Directors of Adventist Health System/West, a related tax-exempt organization organized as a California nonprofit religious corporation. Form 990, Part VI, Section A, line 7b The Board of Directors of the Foundation shall have sole authority to amend or repeal the Articles of Incorporation and Bylaws subject to the additional approval of the Board of Directors of Adventist Health System/West. The Foundation does not have any Members. Form 990, Part VI, Section A, line 8b The Foundation did not have any committees with authority to act on behalf of the governing body during the tax year. 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, 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 remind the recipient that if any perceived conflict should arise before the next annual questionnaire, he/she is to notify the President immediately. All conflicts are reviewed by the System Chief Legal Officer/General Counsel. For potential conflicts, the System Chief Legal Officer/General Counsel will determine and present all relevant facts to the governing body for decision. After addressing any questions asked by the governing body, the person with a declared conflict must leave the meeting during the discussion of the matter than involves a conflict and during any vote on the matter. Form 990, Part VI, Section C, line 19 The Foundation does not make its governing documents, conflict of interest policy, or financial statements available to the public. 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 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 Physicians Network 1 Adventist Health Way Roseville CA 95661 680357690 Medical foundation CA 501(c)(3) Line 12b, II Adventist Health SystemWest 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 1 1 1 1 1 1 1 1