Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 96,561 | 7,311,552 | 795,492 | 656,685 | 5,429,366 | 14,289,656 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 336,953,180 | 336,205,379 | 499,824,640 | 691,252,418 | 723,450,627 | 2,587,686,244 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 337,049,741 | 343,516,931 | 500,620,132 | 691,909,103 | 728,879,993 | 2,601,975,900 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 310,029 | 7,240,793 | 9,928,758 | 14,696,260 | 16,936,877 | 49,112,717 |
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 310,029 | 7,240,793 | 9,928,758 | 14,696,260 | 16,936,877 | 49,112,717 |
| 8 | Public support. (Subtract line 7c from line 6.) | 2,552,863,183 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 337,049,741 | 343,516,931 | 500,620,132 | 691,909,103 | 728,879,993 | 2,601,975,900 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 8,329,768 | 2,629,457 | 5,992,756 | 4,347,721 | 6,697,052 | 27,996,754 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 8,329,768 | 2,629,457 | 5,992,756 | 4,347,721 | 6,697,052 | 27,996,754 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | 517,858 | 573,287 | 1,091,145 | |||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 660,599 | 15,292,368 | 61,655,228 | 34,557,743 | 112,165,938 | |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 345,897,367 | 347,380,274 | 521,905,256 | 757,912,052 | 770,134,788 | 2,743,229,737 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Schedule A, Part III, Line 12, Explanation of Other Income: | Miscellaneous revenue |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4a: | Adventist Health is a faith-based, nonprofit integrated health system serving more than 80 communities on the West Coast and Hawaii. Founded on Seventh-day Adventist heritage and values, Adventist Health provides care in hospitals, clinics, home care agencies, hospice agencies and joint-venture retirement centers in both rural and urban communities. Our compassionate and talented team of 34,000 includes associates, medical staff physicians, allied health professionals and volunteers driven in pursuit of one mission: living God's love by inspiring health, wholeness and hope. Together, we are transforming the American healthcare experience with an innovative, yet timeless, whole person focus on physical, mental, spiritual and social healing. Mission-driven The healthcare industry continues to experience significant changes. From high and rising costs to regulatory initiatives, these issues are causing hospitals and health systems to re-think who they are and how they want to deliver care. At Adventist Health, we are thriving and growing in the face of this transition by building on our legacy and re-establishing ourselves as the leader in physical, mental, spiritual and social health. We remain committed to "living God's love by inspiring health, wholeness and hope." Our mission represents the heart of our people. It expresses that we know the love of God and consistently reflect that love in our actions, relationships and work. Mission is the reason our organization exists. Community Health Development Adventist Health's commitment to improve well-being not only grew out of our mission to live God's love, but also from the needs we see in communities across our system of 23 hospitals. While diseases of despair continue to escalate along with healthcare costs, we are presented with the opportunity to bring whole person care, philanthropy, public heath, human services, government, community members, and business owners together to change the well-being of people, places, and equity. A key step toward well-being transformation is the integration of well-being into our strategy, providing a foundation for impacting measurable and sustainable well-being improvement for individuals, organizations and communities. This strategy was further strengthened in 2020 after the Adventist Health acquisition of Blue Zones, a pioneer in taking a systemic and environmental approach to improving the health of entire cities and communities. Moving toward our vision to see a time when well-being is accessible to everyone, the Well-Being team works with Blue Zones to design, leverage and demonstrate evidence-informed solutions that measurably and sustainably improve well-being. In 2021, Adventist Health committed to launching six Blue Zone Projects within our community footprint and as we enter 2022 these projects are currently active, with many community members actively taking the pledge to live longer healthier lives. Complementing the broad population-wide impact of Blue Zones specific initiatives, the Well-Being team leads strategies for community health well-being improvement and clinical integration initiatives across the Adventist Health footprint (ex: ACEs, mobile health, transportation, recuperative care, etc.) across our markets that, like Blue Zones Projects, align and respond to overlapping needs identified in each hospital Community Health Needs Assessment (CHNA). The well-being strategies are broken down into three tiers; Tier One: Access to Care, Financial Stability, and Mental Health; Tier Two: Health Risk Behaviors and Health Conditions; Tier Three: Food Security, Housing and Homelessness. Behind the scenes work includes the production of performance management dashboards to achieve functionality and communicate impact, and the development of program-specific logic models. An example of a market meeting all Tier One strategies has been at Adventist Health Rideout, along with Yuba and Sutter Counties. Together, they developed a multi-sector care management program that transforms the care and outcomes of community members with a primary behavioral health diagnosis. This program alone has led to a 16% decline in inpatient visits, 36% drop in overall volume of Emergency Department (ED) visits, and a significant 97% decline in ED utilization. These intentionally targeted and strategically aligned initiatives not only alleviate a significant equity gap in our communities but have also proven to produce lasting, transformative change. Adventist Health has developed a substantiated capacity for vulnerable population community well-being solutions designed for replication-further establishing our commitment to ensuring an equity lens through access to well-being for all. Additionally, our Roseville team supports the research, assessment, data collection and reporting process for the following systemwide community benefit work streams: Community Health Needs Assessment (CHNA), Community Health Implementation Strategy (CHIS) and annual community benefit expense reporting. In 2021, our community benefit team insourced 16 CHNA reports, creating a more collaborative, engaging and equitable CHNA process that prioritized input from minority and underserved populations in our communities. Additionally, operational tasks such as Community Benefit Inventory for Social Accountability (CBISA) entries and editing of 22 community health plan update reports were also insourced, to make our local hospital teams available to drive impactful programs. These activities help ensure that we continue to drive community health improvement and foster collaboration to build stronger communities in which we serve. Together, these system-led support efforts facilitated the following impacts across our system in 2021: A total of $48.2 million was spent on free and discounted care, $206.9 million on public programs such as Medicare, $307.1 million aid to the elderly, $78.4 million in subsidized community healthcare, $26.3 million in community health improvement, and $24.9 million on education and research. These efforts totaled close to $754.9 million in community benefit expenses. Population Health Population health is a whole-person, outcomes-based approach that works to improve the health of entire communities. It requires collaboration among researchers, providers, public health entities, and policymakers. Population health aligns with Adventist Health's philosophy of care and provides unprecedented opportunities as overall health declines in North America. Adventist Health believes that employers have a significant opportunity and responsibility to support overall well-being and influence health status indicators of entire populations by providing access to resources and tools in the workplace, reducing gaps in care, and addressing determinants of health in the surrounding community. In 2021, Adventist Health offered one plan. The health plan worked alongside the associate well-being team to deliver wellness-focused programs for chronic conditions, mental health, physical activity, nutrition, offer a digital wellness platform, and more. Whole-person health involves mind, body, and spirit. The health plan empowers associates, their families, and, by extension, the larger community to take an active role in managing their health so they may live vibrant and productive lives. Care Transformation Care Transformation in Adventist Health reflects our promise to deliver top decile safety and quality performance and top quartile in clinical operations. The transformation focuses on initiatives such as Clinical Leadership Development, High Reliability Organization, Patient Experience, Care Redesign, Population Health and Clinical Workforce. All these efforts focus on effectively blending people, processes and technology, and include consistent design, delivery and evaluation of care performance. Our caregivers are working hard every day to achieve the clinical goals and continue to spread our mission. Patient Safety & Quality Adventist Health focuses not only on patient safety and quality patient care, but also provides a quality work environment for its associates. Maintaining a culture of teamwork and safety among clinicians and staff is foundational to Care Transformation. For the past nine years, Adventist Health has participated in the Culture of Safety survey, which provides insight into focused areas where actions can be taken to improve the safety and teamwork climate in clinical departments. Adventist Health hospitals received quality and safety awards from The Joint Commission, The LeapFrog Group, Healthgrades, CMS and Malcolm Baldrige. |
| Form 990, Part III, Line 4a (continued): | Physician Alignment Adventist Health operates 379 medical offices across the West Coast and Hawaii. These ambulatory care centers include Rural Health Clinics (RHC), hospital-based outpatient clinics (HBOC), employed physician models in Oregon and Hawaii, medical foundations in California, and community health clinics. These medical offices offer primary care and more than 50 different specialties in medical offices large and small. We have more than 500 primary care providers and about 700 specialists providing services ranging from Addiction Medicine to Wound Care; Audiology to Vascular Surgery. Adventist Health also provides much-needed dental care in 10 of our rural communities. The providers in these medical offices are committed to providing best practice, quality-driven care with excellent health outcomes and exceptional patient experience. We provide more than two million patient visits annually. In the initial months of the pandemic, we pivoted to offering virtual visits and continue to provide those to our most vulnerable populations and those patients who have found it to be a more convenient way to receive care. We have also launched online scheduling for all of our primary care providers to increase access to care for our communities. As an organization, we have had to prioritize continued pay for our providers and employees to minimize the loss of clinicians during the extended public health emergency. Throughout these challenges, our physicians and Advanced Practice Providers have continued to provide excellent patient satisfaction resulting in an overall Adventist Health clinic star rating of 4.7 out of 5 stars. Rural Health Clinics (RHC) As an extension of our mission, high-quality services are provided to rural communities where access to care is often significantly more challenging than in urban areas. We have 69 rural health clinics (RHCs) providing healthcare to underserved populations throughout Northern and Central California, Hawaii, and Oregon. Our system of rural health continues to be the largest network of clinics in the state of California (about 12% of the RHCs in the state are part of Adventist Health). Our RHC network also is one of the largest in the country, representing almost one percent of the nation's RHCs. Adventist Health provides oversight services for all our RHCs to include financial monitoring, program audits, operational support, professional development, advocacy, and education regarding new regulations. Thanks to the RHCs, many of these rural communities' most disenfranchised have access to primary care, dentistry, women's and children's services, and health education. Specialty care services are also available at many RHC locations, including 24 behavioral health programs. Home Care Services Adventist Health Home Care offers advanced, high quality health care in an at-home setting by operating 14 home health agencies and seven hospices. In 2021, care, compassion and high-quality services were provided with 210,225 home health visits and 74,069 hospice days. Many of the agencies provide specialized programs and treatment plans, such as, wound care, CHF and diabetes management. Our home health mission is to help patient's recover, regain independence and become as self-sufficient as possible in the comfort of their home. Our hospice mission is to provide whole-person care that envelopes the body, comforts the mind and nurtures the spirit. We are most proud of the following accomplishments in 2021: 1. Implemented telehealth/remote patient monitoring for CHF patients 2. Bakersfield Hospice cared for their first patient, earned their Medicare certification and CHAP accreditation 3. Mendocino Coast Home Health joined the AH family and became integrated into our EMR, operational processes and platforms 4. New devices were rolled out to all AH associates 5. Enhanced hospice ePrescribe platform was implemented to meet patient, MD and regulatory needs 6. Re-launched and expanded ExactCare pharmacy services to assist patients with medication management 7. Implemented a readmission task force to reduce hospital readmissions and improve hospital partnerships 8. Glendale Home Health and Hospice were accredited by CHAP 9. Received regulatory change of ownership approval for Rideout Home Health Developing a Virtual Care Network The Adventist Health Virtual Care Network allows healthcare professionals to evaluate, diagnose, and treat patients using video conferencing software technology. Virtual Care is the umbrella term for the group of services and functions that include telemedicine, telepharmacy, teleICU, telestroke, teledentistry, teleradiology, and telepathology, but which also includes and can support regional health information sharing, patient education and provider networking. Virtual Care provides patients with access to high-quality, affordable specialty care when and where they need it, aiding in rapid diagnosis, treatment, and improved patient outcomes. This collaboration supports Adventist Health's mission of bringing high-quality health and healing to the communities it serves, and is consistent with the organization's focus on innovation, strategic growth, and population health. Virtual Care services took a huge leap with the onset of the COVID-19 pandemic, and we continue to monitor virtual visit volumes and the Public Health Emergency regulations related to virtual care. We now have an integrated platform that enables providers to see patients in their own home more seamlessly through our patient portal and a direct text-to-video option. Our clinics have recently upgraded their telehealth equipment to provide specialty outpatient care in our rural communities in California and Oregon sites, including a small number of non-Adventist Health sites. We continue to offer store and forward services for dermatology and diabetic retinopathy screenings, as well as peer-to-peer e-consults, as well as a direct-to-consumer service, Adventist Health OnDemand, for consumers. Adventist Health is also a preferred provider for Virtual Care with the California Department of Corrections and Rehabilitation, serving multiple prison locations through the Virtual Care Coordination Center. In 2021, we piloted a virtual behavioral health counseling service to clinic patients in some of our rural communities and we continue to look at how we can duplicate the program across the rest of the communities we serve. Our Hawaii and our Mendocino Coast markets now have sites that have video conferencing software with state-of-the-art virtual stethoscope technology to ensure patients can be seen close to where they live. Inpatient virtual care continues to serve hundreds of patients. Thirteen hospitals use telehealth stroke services, seven hospitals use pediatric services, five sites use infectious disease services with ten sites using emergency psychiatry assessment services. We are looking forward to having a systemwide offering in the next few years in the areas of stroke, general neurology, and psych for all of our ICUs and ERs. Strategic Planning Adventist Health's mission of living God's love, inspiring health, wholeness and hope is our greatest calling as an organization. Our strategic planning builds on a vision to provide exceptional care at every stage of life, inspiring community transformation through health and well-being for all. To support this vision, we have shifted our structure to strategic networks of care, bringing local and system leadership closer together to organize our work around our patients, communities and key opportunities to serve all through a deeply integrated and collaborative network of care. We are engaging our strong, innovative teams to shape a thriving culture. We are expanding our networks creating community relevance and well-being. We are empowering exceptional teams to deliver unparalleled care. We are embedding disciplined stewardship to drive operational excellence. |
| Form 990, Part VI, Section A, line 4 | During the year, the corporation's Bylaws were amended as follows: -Article 2, Members - updated that the CEO and three representatives of the corporation will be members. -Article 3, Board of Directors - updated the language to address who should be a board member when the corporation does not have a president. -Article 8, Legal Instruments, Section 1, Subsection (a) - updated the language to authorize CEO, president, treasurer, secretary or other person or officers to execute all legal instruments and not only real estate transactions. -Article 8, Legal Instrument, Section 1, Subsection (b) and (c) - these subsections were removed and consolidated in 8.1 for the execution of legal documents by the CEO, president, treasurer, or secretary, as authorized by the board. -Article 9, General Provision - Updated to include section 4, Emergency Power. This subsection lists out actions that board members can take during emergency events or circumstances. |
| Form 990, Part VI, Section A, line 6 | Individuals who represent the Seventh-day Adventist Church and lay people who are in good standing with the Seventh-day Adventist Church serve as members of Adventist Health System/West (the Organization") including the following: (a) the president, treasurer, and one other representative from both the Pacific Union Conference and the North Pacific Union Conference; (b) one representative from each of the local conferences of the Church in which affiliated health care facilities are located; (c) two representatives selected from among the colleges and universities affiliated with the Church and located in the Pacific Union Conference or North Pacific Union Conference; (d) the CEO of the Organization, plus three additional representatives of the management of the Organization; (e) three representatives selected from the presidents of the hospitals affiliated with the Organization; (f) three healthcare leaders; (g) up to 16 lay representatives who do not belong to any of the other categories set forth but who otherwise meet the qualifications for membership. Annually, the members meet for the purpose of conducting the business of the membership. Actions are taken as required to enable Adventist Health System/West to continue operating in concert with its Articles and Bylaws. |
| Form 990, Part VI, Section A, line 7a | The Organization's Board of Directors consists of the following ex-officio members: (a) The president of the Pacific Union and North Pacific Union of the Seventh-day Adventist Church; (b) two presidents selected from among the local conferences of the Church in which are located affiliated health care institutions; (c) The CEO of the Organization; (d) the president of the Organization, if there is no president, such other person as the membership shall appoint; (e) two professional health care providers who are practicing or serving in healthcare leadership; and (f) seven lay representatives as elected by the membership. Ex-officio members are appointed to their positions pursuant to the governing instruments of those organizations. |
| Form 990, Part VI, Section A, line 7b | Amendments to the Organization's Bylaws require approval by the membership. |
| 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 System Senior Finance Officer and System Chief 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 CEO immediately. The statements for the AHSW Board of Directors are reviewed by the EY auditors as part of the annual financial statement audit. All conflicts are reviewed by the System General Counsel. For potential conflicts, the System 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 that involves a conflict and during any vote on the matter. |
| Form 990, Part VI, Section B, line 15 | The Organization's Board of Directors has established a Human Performance 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 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 50th percentile of comparable system hospital data, and having a 50 percent spread from minimum to maximum. A hospital president has a maximum potential incentive of 30 or 35 percent of base salary based upon size and scope of hospital (iIncentive potential is industry norm). Other hospital executives have a maximum potential incentive of 25 to 30 percent of base salary. |
| 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 available to the public. |
| Form 990, Part VII: | In recognition of the time commitment directors make to serve on the Adventist Health System/West boards and committees, directors have the option to receive compensation when their employment agreements with their employers allow such payments. In addition, amounts paid for taxable benefits are also reported. |
| Form 990, Part IX, line 11g | Other purchased services: Program service expenses 12,797,911. Management and general expenses 110,152,099. Fundraising expenses 89,788. Total expenses 123,039,798. Repairs & maintenance: Program service expenses 46,384,846. Management and general expenses 205,939. Fundraising expenses 0. Total expenses 46,590,785. Consulting and other management fees: Program service expenses 1,760,758. Management and general expenses 37,693,818. Fundraising expenses 1,433,148. Total expenses 40,887,724. Contract labor: Program service expenses 6,132,933. Management and general expenses 4,872,297. Fundraising expenses 0. Total expenses 11,005,230. Other professional fees non-medical: Program service expenses 13,559. Management and general expenses 8,606,508. Fundraising expenses 0. Total expenses 8,620,067. Purchased medical services: Program service expenses 106,102. Management and general expenses 1,682,138. Fundraising expenses 0. Total expenses 1,788,240. Physician professional fees: Program service expenses 72,245. Management and general expenses 209,182. Fundraising expenses 0. Total expenses 281,427. |
| Form 990, Part XI, line 9: | Capital contribution to BlueLegacy 3,000,000. Change in net assets of BlueZones -1,669,560. Change in value of CAP-EX -4,867,122. Partnership loss reported on Sch K-1 8,645,406. |
| Form 990, Part XI, Line 8: | Prior period adjustments were a result of cash balance correction and clean up books due to prior period activities including debt service, capital expenditures, and other items for $509,121,661. |
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