Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
AdventHealth Foundation Inc
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
900 Hope Way
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Altamonte Springs, FL32714
D Employer identification number

59-2219301
E Telephone number

G Gross receipts $ 50,484,151
F Name and address of principal officer:
Sharon Line Clary
900 Hope Way
Altamonte Springs,FL32714
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.adventhealth.com/adventhealth-foundation
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1982
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Fund Raising for Affiliated Tax-Exempt Hospitals and Hospice Organization
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 0
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 348
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 13,707,248 12,366,601
9 Program service revenue (Part VIII, line 2g) ......... 14,665,817 23,101,022
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,977,906 13,612,436
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -2,703,387 -1,695,897
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 28,647,584 47,384,162
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 19,619,925 28,851,395
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 115,986 129,123
b Total fundraising expenses (Part IX, column (D), line 25) 1,704,071    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,895,126 3,637,596
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 22,631,037 32,618,114
19 Revenue less expenses. Subtract line 18 from line 12....... 6,016,547 14,766,048
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 185,697,128 204,093,995
21 Total liabilities (Part X, line 26)............. 4,686,474 5,043,669
22 Net assets or fund balances. Subtract line 21 from line 20..... 181,010,654 199,050,326
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: Adventist Health System Sunbelt Healthcare Corporation and all its subsidiary organizations were established by the Seventh-Day Adventist Church to bring a ministry of healing and health to the communities served. Our mission is to extend the healing ministry of Christ.The filing organization and healthcare system whose parent is Adventist Health System Sunbelt Healthcare Corporation is known as AdventHealth. AdventHealth seeks to be widely respected as a consumer-focused organization that engages individuals in their health by delivering wholistic, best practice care across a connected, comprehensive continuum of services. With Christ as our example, AdventHealth cares for and nurtures people: our employees, our communities, our healthcare professionals, and those who trust us for care and healing.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 28,851,395 including grants of $ 28,951,395 ) (Revenue $ 23,101,022 )
AdventHealth Foundation, Inc. (AHF) is involved in philanthropic activities for the benefit of its affiliated tax-exempt hospital organizations. During the current tax year, AHF supported the activities of sixteen charitable related tax-exempt hospital organizations which includes twenty hospital facilities and one hospice facility.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses28,851,395
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
List of Attached Documents:
// Content
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
List of Attached Documents:
// Content
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
44
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
16
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
0
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
FL , NC , TX , GA , KY
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
Heather Haddix900 Hope Way   Altamonte Springs,FL32714 (407) 357-1000
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Addiscott Lynn......................................................................
Director
 0.10
.................
50.00 		X           0 726,739 28,045
(2) Bergherm Bruce......................................................................
Director (End 12/2024)
 0.10
.................
50.00 		X           0 1,761,749 39,509
(3) Brady Amanda......................................................................
Director
 0.10
.................
50.00 		X           0 922,789 141,296
(4) Bromme Jeffrey......................................................................
Director/Chairman (Beg 09/2024)
 0.10
.................
50.00 		X           0 2,341,035 188,142
(5) Collis David......................................................................
Dir/Pres-AH Fdn Central FL (End 10/2024)
 50.00
.................
0.00 		X   X       0 610,662 88,738
(6) Dunkel Jason......................................................................
Director (Beg 12/2024)
 0.10
.................
50.00 		X           0 723,793 103,127
(7) Goodman Todd......................................................................
Director
 0.10
.................
50.00 		X           0 1,954,121 193,035
(8) Grodack Duncan......................................................................
Director
 0.10
.................
50.00 		X           0 970,288 158,807
(9) Hayt Nancy......................................................................
Director (End 12/2024)
 0.10
.................
50.00 		X           0 670,350 83,644
(10) Houmann Lars......................................................................
Director
 0.10
.................
9.00 		X           0 71,012 0
(11) Huenergardt Samuel......................................................................
Director
 0.10
.................
50.00 		X           0 1,543,216 178,312
(12) Johnson Joel......................................................................
Director
 0.10
.................
50.00 		X           0 887,449 94,208
(13) Johnson Penny......................................................................
Director
 0.10
.................
50.00 		X           0 1,594,927 185,764
(14) McCall Kristen......................................................................
Director (Beg 4/2024)
 0.10
.................
50.00 		X           0 484,944 83,412
(15) Rathbun Paul......................................................................
Director/Chairman (End 04/2024)
 0.10
.................
50.00 		X           0 4,373,413 350,211
(16) Reed MD Monica......................................................................
Director (Beg 8/2024)
 0.10
.................
0.00 		X           0 985,143 34,087
(17) Edris-Smith Tricia......................................................................
Director
 0.10
.................
50.00 		X           0 1,028,261 107,002
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Spenst Brett........................................................................
Director (Beg 8/2024)
 0.10
.......................50.00 		X           0 1,421,675 34,906
(19) Thomas Debora........................................................................
Director
 0.10
.......................50.00 		X           0 1,069,351 124,119
(20) Thompson Michael........................................................................
Director (Beg 8/2024)
 0.10
.......................50.00 		X           0 1,692,559 158,445
(21) Shaw Terry........................................................................
President/CEO
 0.10
.......................50.00 		    X       0 8,529,704 1,325,687


















1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 0 34,363,180 3,700,496
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Accordant Philanthropy LLC

PO Box 304
Ponte Vedra Beach,FL32004 		Strategy Consultation Services 377,542
Blackbaud Inc

PO Box 930256
Atlanta,GA31193 		Maintenance Fees/Training 273,562
Thompson & Associates LLC

112 Westwood Place Suite 250
Brentwood,TN37027 		Charitable Estate Planning Services 132,000
Communication Mark Inc

233 Tampa Circle
Arden,NC28704 		Grant Writing Assistance 129,122
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 4
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 5,679,943
d Related organizations1d 2,659,016
e Government grants (contributions)1e 5,500
f All other contributions, gifts, grants, and similar amounts not included above1f 4,022,142
g Noncash contributions included in lines 1a - 1f:$ 1g 168,320
h Total. Add lines 1a-1f....... 12,366,601
Program Service RevenueAmt Business Code
2a Satisfaction of Program Restricti 900099 23,093,814 23,093,814    
b Advised Fund Fees 900099 7,208 7,208    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 23,101,022
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 9,627,443     9,627,443
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 4,003,795  
b Less: cost or other basis and sales expenses 7b 18,802  
c Gain or (loss) 7c 3,984,993  
d Net gain or (loss)......... 3,984,993     3,984,993
8a Gross income from fundraising events (not including $ 5,679,943of contributions reported on line 1c). See Part IV, line 18 ....
8a 1,385,290
b Less: direct expenses ... 8b 3,081,187
c Net income or (loss) from fundraising events.. -1,695,897   -1,695,897
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
OtherRevenueMiscAmt
Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 47,384,162 23,101,022 0 11,916,539
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 24,445,991 24,445,991
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 3,016,088 3,016,088
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 1,389,316 1,389,316
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ...........        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... -1,589     -1,589
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 129,123 129,123
f Investment management fees ...... 888,226   888,226  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,022,679   653,675 369,004
12 Advertising and promotion .... 51,637   27,231 24,406
13 Office expenses ....... 456,706   286,978 169,728
14 Information technology ...... 42,272   30,199 12,073
15 Royalties ..        
16 Occupancy ........... 14,157   14,157  
17 Travel ............ 69,545   22,497 47,048
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 27,379   4,937 22,442
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Purchased Services 454,173   53,195 400,978
b Food Costs 165,208   54,196 111,012
c Gifts 125,487   9,216 116,271
d
e All other expenses 321,716   18,141 303,575
25 Total functional expenses. Add lines 1 through 24e 32,618,114 28,851,395 2,062,648 1,704,071
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 1,486,822 1 1,714,853
2 Savings and temporary cash investments ......... 158,844,912 2 176,004,546
3 Pledges and grants receivable, net ...... 8,864,239 3 7,668,258
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ........... 0 7 150,162
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 205,809 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b     10c  
11 Investments—publicly traded securities . 395,288 11 460,689
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 15,900,058 15 18,095,487
16 Total assets. Add lines 1 through 15 (must equal line 33)... 185,697,128 16 204,093,995
Liabilities 17 Accounts payable and accrued expenses ..... 177,699 17 338,459
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 4,508,775 25 4,705,210
26 Total liabilities. Add lines 17 through 25.. 4,686,474 26 5,043,669
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 67,812,105 27 68,661,165
28 Net assets with donor restrictions ........... 113,198,549 28 130,389,161
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 181,010,654 32 199,050,326
33 Total liabilities and net assets/fund balances ........ 185,697,128 33 204,093,995
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
47,384,162
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
32,618,114
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
14,766,048
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
181,010,654
5
Net unrealized gains (losses) on investments ...............
5
163,673
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
3,109,951
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
199,050,326
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
AdventHealth Foundation Inc
 
Employer identification number

59-2219301
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(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
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 13,438,511 23,075,133 22,812,411 28,366,080 35,460,415 123,152,550
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 13,438,511 23,075,133 22,812,411 28,366,080 35,460,415 123,152,550
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) .. 12,825,647
6 Public support. Subtract line 5 from line 4. 110,326,903
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4.. 13,438,511 23,075,133 22,812,411 28,366,080 35,460,415 123,152,550
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 4,486,285 5,007,786 7,601,982 5,715,858 11,020,593 33,832,504
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 10 156,985,054
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
70.280 %
15
15
69.080 %
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
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            
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            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
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.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
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)
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):  
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  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
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 2024 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-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
AdventHealth Foundation Inc
 
Employer identification number

59-2219301
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
AdventHealth Foundation Inc
  		Employer identification number
59-2219301
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
AdventHealth Foundation Inc
  		Employer identification number

59-2219301
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
AdventHealth Foundation Inc
  		Employer identification number

59-2219301
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
AdventHealth Foundation Inc
 
Employer identification number

59-2219301
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 6  
2 Aggregate value of contributions to (during year) 100,862  
3 Aggregate value of grants from (during year) 119,900  
4 Aggregate value at end of year ........ 776,480  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 32,371,673 33,020,094 24,054,814 21,835,332 21,191,508
b Contributions ... 427,666 509,929 372,177   50,000
c Net investment earnings, gains, and losses 1,225,767 750,734 1,470,505 1,243,055 1,226,267
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		942,642 1,909,084 1,667,805 73,573 632,443
f Administrative expenses ....          
g End of year balance ...... 33,082,464 32,371,673 24,229,691 23,004,814 21,835,332
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow87.300 %
b
Permanent endowment right arrow0 %
c
Term endowment right arrow12.700 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 0
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)Other Receivables 8,019,907
(2)Investments Held Under Split-Interest Agreements 2,844,816
(3)Cash Surrender Value of Life Insurance 1,213,866
(4)Due from Related 3,555,634
(5)Interest Receivable -196,477
(6)Other Assets 2,657,741
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 18,095,487
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
Due to Related 1,820,303
Liabilities - Split Interest 2,884,907







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 4,705,210
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part V, Line 4: AdventHealth Foundation (AHF) has certain endowments established for a variety of purposes in support of related tax-exempt hospital organizations that are also exempt under IRC Section 501(c)(3). All of AHF's permanently restricted endowment funds are required to be retained permanently either by explicit donor stipulation or by the Florida Uniform Prudent Management of Institutional Funds Act. Part V, line 1a, column (b) Prior year - Explanation for change in opening balance: During 2023, it was determined that a board-designated fund previously excluded, should be accounted for as an Endowment. Due to this change in reporting, the additional amount of $8,790,403 was included in the opening balance for 2023. Part V, line 1a, column (c) Two years back - Explanation for change in opening balance: During 2022, it was determined that a new Endowment in the amount of $1,050,000 was received in 2021 and should be included in the opening balance for 2022.
Part X, Line 2: The filing organization is a subsidiary organization within AdventHealth. The consolidated financial statements of AdventHealth contain the following FIN 48 (ASC 740) footnote: Please note that dollar amounts are in thousands. Healthcare Corporation and its affiliated organizations, other than North American Health Services, Inc. and its subsidiary (NAHS), are exempt from state and federal income taxes. Accordingly, Healthcare Corporation and its tax-exempt affiliates are not subject to federal, state, or local income taxes except for any net unrelated business taxable income. NAHS is a wholly owned, for-profit subsidiary of Healthcare Corporation. NAHS and its subsidiary are subject to federal and state income taxes. NAHS files a consolidated federal income tax return and, where appropriate, consolidated state income tax returns. The provision for federal and state income tax for the years ended December 31, 2024, and 2023 is approximately $1,619 and $1,140, respectively. The Income Taxes Topic of the Accounting Standards Codification (ASC) 740, Income Taxes (ASC 740) prescribes the accounting for uncertainty in income tax positions recognized in financial statements. ASC 740 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken, or expected to be taken, in a tax return. There were no material uncertain tax positions as of December 31, 2024 and 2023.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


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SCHEDULE F(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
AdventHealth Foundation Inc
 
Employer identification number

59-2219301
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 0 0 Grantmaking   663,972
Sub-Saharan Africa 0 0 Grantmaking   191,760
South America 0 0 Grantmaking   216,439
Russia and Neighboring States 0 0 Grantmaking   50,000
East Asia and the Pacific 0 0 Grantmaking   19,834
North America 0 0 Grantmaking   247,311
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 1,389,316
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 1,389,316
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
Central America and the Caribbean General Support 224,472 Check 0   Book
Central America and the Caribbean Hospital Renovations 76,010 Check 0   Book
Central America and the Caribbean Solar Plant Project 70,077 Check 0   Book
Central America and the Caribbean Purchase of Hospital Beds 1,010 Check 0   Book
Central America and the Caribbean Purchase of Medical Equipment 101,205 Check 0   Book
Central America and the Caribbean Provision of Medical Services 191,199 Check 0   Book
North America Purchase of Medical Equipment 11,050 Check 0   Book
North America Provision of Medical Services 236,261 Check 0   Book
Sub-Saharan Africa Support of Medical Clinic and School 132,260 Check 0   Book
South America General Support 38,293 Check 0   Book
South America Purchase of Medical Equipment 53,800 Check 0   Book
South America Provision of Medical Services 124,346 Check 0   Book
Russia and Neighboring States General Support to Ukraine 50,000 Check 0   Book
East Asia and the Pacific General Support 19,832 Check 0   Book
Sub-Saharan Africa Purchase of Medical Equipment 59,500 Check 0   Book
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
1
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) (Rev. 1-2025)
Schedule F (Form 990) (Rev. 1-2025)
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Part I, Line 2: Foreign Grants are typically made only to supported hospital organizations that are exempt from Federal Income Tax under 501(c)(3), other U.S. charitable organizations, or to foreign entities recognized as charitable by the foreign country in which they are located. Given that most grants are made indirectly through other U.S. or foreign charitable organizations, the filing organization has not established specific procedures for monitoring the use of grant funds outside the United States.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) (Rev. 1-2025)
Additional Data


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SCHEDULE G (Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
AdventHealth Foundation Inc
 
Employer identification number

59-2219301
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
Communication Mark Inc
233 Tampa Circle
 
Arden, NC28704 		Grant Writing Assistance   No 0 129,122 0
 
Thompson & Associates LLC
112 Westwood Place Suite 250
 
Brentwood, TN37027 		Charitable Estate Planning Services   No 0 132,000 0
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   261,122  
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
FL, GA, KY, NC, TX
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

Gala - AH Fdn Central FL
(event type) 		(b) Event #2

Gala - AH Fdn West FL
(event type) 		(c) Other events

25
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
2,705,049
1,888,832
2,471,352
7,065,233

2
Less: Contributions . . . .
2,023,515
1,580,609
2,075,819
5,679,943
3 Gross income (line 1 minus
line 2) . . . . . .
681,534
308,223
395,533
1,385,290



VerticalDirectExpenses
4 Cash prizes . . . . . 0 0 6,500 6,500
5 Noncash prizes . . . . 19,893 0 81,831 101,724
6 Rent/facility costs . . . . 264,116 229,273 233,539 726,928
7 Food and beverages . . . 161,693 0 152,243 313,936
8 Entertainment . . . . 762,825 112,350 49,155 924,330
9 Other direct expenses . . . 359,789 320,593 327,387 1,007,769
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 3,081,187
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow -1,695,897
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
YesNo
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
YesNo
b
If "Yes," explain:
 
Schedule G (Form 990) (Rev. 1-2025)
Schedule G (Form 990) (Rev. 1-2025)
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
YesNo
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
YesNo
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) (Rev. 1-2025)
Additional Data


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Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
AdventHealth Foundation Inc
 
Employer identification number
59-2219301
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) AdventHealth Home Health and Hospice Inc
480 W Central Parkway
Altamonte Springs,FL32704 		59-2935928 501(c)(3) 55,803 0     General Support
(2) AdventHealth Polk North Inc
40100 US Hwy 27
Davenport,FL33837 		84-1793121 501(c)(3) 127,484 0     General Support
(3) AdventHealth West Florida Imaging Inc
14055 Riveredge Drive
Tampa,FL33637 		84-3225135 501(c)(3) 394,848 0     General Support
(4) Adventist Health System Georgia Inc
1035 Red Bud Road
Calhoun,GA30701 		58-1425000 501(c)(3) 177,380 0     Construction
(5) Adventist Health System Georgia Inc
1035 Red Bud Road
Calhoun,GA30701 		58-1425000 501(c)(3) 775 23,287 FMV Books General Support
(6) Adventist Health System Sunbelt Healthcare Corporation
900 Hope Way
Altamonte Springs,FL32714 		59-2170012 501(c)(3) 327,419 0     General Support
(7) Adventist Health SystemSunbelt Inc dba AdventHealth Sebring
4200 Sun N Lake Boulevard
Sebring,FL33870 		59-0725553 501(c)(3) 248,294 0     General Support
(8) Adventist Health SystemSunbelt Inc dba AdventHealth Orlando
601 E Rollins Street
Orlando,FL32803 		59-0724459 501(c)(3) 13,956,491 0     General Support
(9) AdventHealth University Inc
671 Winyah Drive
Orlando,FL32803 		59-3069793 501(c)(3) 120,786 0     General Support
(10) City of Palm Coast
160 Lake Avenue
Palm Coast,FL32164 		59-3614294 Gov't 15,735 0     General Support
(11) Flagler County Free Clinic
703 E Moody Boulevard
Bunnell,FL32110 		20-5036975 501(c)(3) 15,000 0     General Support
(12) Fletcher Hospital Inc
50 Hospital Drive
Hendersonville,NC28792 		56-0543246 501(c)(3) 2,005,431 0     General Support
(13) Florida Hospital Dade City Inc
7080 Gall Boulevard
Zephyrhills,FL33541 		82-2567308 501(c)(3) 102,280 0     General Support
(14) Florida Hospital Medical Group Inc
2600 Westhall Lane 4th Floor
Maitland,FL32751 		59-3214635 501(c)(3) 821,270 0     General Support
(15) Florida Hospital Ocala Inc
1500 SW 1st Avenue
Ocala,FL34471 		82-4372339 501(c)(3) 827,891 0     General Support
(16) Florida Hospital Zephyrhills Inc
7080 Gall Boulevard
Zephyrhills,FL33541 		59-2108057 501(c)(3) 67,067 0     General Support
(17) Florida Osteopathic Medical Association
2544 Blairstone Pine Drive
Tallahassee,FL32301 		59-0730737 501(c)(6) 19,500 0     General Support
(18) Florida Resurrection House
800 11th Street North
St Petersburg,FL33705 		59-2837168 501(c)(3) 7,000 0     General Support
(19) Helen Ellis Memorial Hospital Foundation Inc
1395 South Pinellas Avenue
Tarpon Springs,FL34689 		59-3690149 501(c)(3) 140,918 0     General Support
(20) Henderson County Free Medical Clinic Inc dba The Free Clinics
841 Case Street
Hendersonville,NC28792 		56-2212024 501(c)(3) 250,000 0     General Support
(21) Intermountain Health Foundation
PO Box 26722
Salt Lake City,UT84126 		80-0225150 501(c)(3) 12,000 0     General Support
(22) Lighthouse Central Florida Inc
2500 Kunze Avenue
Orlando,FL32806 		59-2418228 501(c)(3) 10,000 0     General Support
(23) Memorial Hospital Flagler Inc
60 Memorial Medical Parkway
Palm Coast,FL32164 		59-2951990 501(c)(3) 1,380,951 0     General Support
(24) Memorial Hospital - West Volusia Inc
701 West Plymouth Avenue
DeLand,FL32720 		59-3256803 501(c)(3) 6,503 0     General Support
(25) Memorial Hospital Inc
210 Marie Langdon Drive
Manchester,KY40962 		61-0594620 501(c)(3) 334,209 0     General Support
(26) Metroplex Adventist Hospital Inc
2201 S Clear Creek Road
Killeen,TX76549 		74-2225672 501(c)(3) 442,898 0     General Support
(27) Pasco-Pinellas Hillsborough Community Health System Inc
2600 Bruce B Downs Boulevard
Wesley Chapel,FL33544 		20-8488713 501(c)(3) 526,795 0     General Support
(28) Shepherd's Hope Inc
455 9th Street
Winter Garden,FL34787 		59-3420727 501(c)(3) 15,000 0     General Support
(29) Southeast Volusia Healthcare Corporation
401 Palmetto Street
New Smyrna Beach,FL32168 		47-3793197 501(c)(3) 21,826 0     General Support
(30) Southwest Volusia Healthcare Corporation
2777 Enterprise Road
Orange City,FL32763 		59-3149293 501(c)(3) 178,823 0     General Support
(31) Tarpon Springs Hospital Foundation Inc
1395 S Pinellas Avenue
Tarpon Springs,FL34689 		59-0898901 501(c)(3) 6,634 0     General Support
(32) Texas Health Huguley Inc
11801 South Freeway
Burleson,TX76028 		45-2694620 501(c)(3) 28,109 0     General Support
(33) The Village Church
2101 Justin Road
Flower Mound,TX75028 		75-1709756 501(c)(3) 25,000 0     General Support
(34) United Arts of Central Florida Inc
3025 Edgewater Drive
Orlando,FL32804 		59-1166446 501(c)(3) 25,000 0     General Support
(35) University Community Hospital Foundation Inc
3100 E Fletcher Avenue
Tampa,FL33613 		59-2554889 501(c)(3) 1,372,014 0     General Support
(36) Florida Hospital Physician Group Inc
14055 Riveredge Drive
Tampa,FL33637 		46-2021581 501(c)(3) 10,000 0     General Support
(37) Adventist Midwest Health
120 N Oak Street
Hinsdale,IL60521 		36-2276984 501(c)(3) 37,346 0     General Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
33
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
1
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) Food, Clothing & Shelter 165 93,648      
(2) Disaster/Hardship Assistance 8655 2,608,560      
(3) Nursing Scholarships 2 5,000      
(4) Other Scholarships 311 346,323      
(5) Patient Assistance - Medical Bills 244 23,276      
(6) Other Assistance 31 21,273      
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Part I, Line 2: Grants are generally made only to related supported hospital organizations that are exempt from Federal Income Tax under 501(c)(3), other 501(c)(3) organizations that are a part of the group exemption ruling issued to the General Conference of Seventh-Day Adventists, or to other 501(c)(3) community organizations involved in health-related causes. Accordingly, the filing organization has not established specific procedures for monitoring the use of grant funds in the United States as the filing organization does not have a grant making program that would necessitate such procedures.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
AdventHealth Foundation Inc
 
Employer identification number

59-2219301
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1Shaw Terry
President/CEO 		(i)

(ii)		 0
-------------
2,502,579 		0
-------------
4,564,973 		0
-------------
1,462,152 		0
-------------
1,304,406 		0
-------------
21,281 		0
-------------
9,855,391 		0
-------------
129,500
2Rathbun Paul
Director/Chairman (End 04/2024) 		(i)

(ii)		 0
-------------
1,417,895 		0
-------------
1,707,770 		0
-------------
1,247,748 		0
-------------
318,516 		0
-------------
31,695 		0
-------------
4,723,624 		0
-------------
305,450
3Bromme Jeffrey
Director/Chairman (Beg 09/2024) 		(i)

(ii)		 0
-------------
1,003,526 		0
-------------
979,761 		0
-------------
357,748 		0
-------------
156,406 		0
-------------
31,736 		0
-------------
2,529,177 		0
-------------
129,500
4Goodman Todd
Director 		(i)

(ii)		 0
-------------
947,775 		0
-------------
619,903 		0
-------------
386,443 		0
-------------
156,406 		0
-------------
36,629 		0
-------------
2,147,156 		0
-------------
129,500
5Thompson Michael
Director (Beg 8/2024) 		(i)

(ii)		 0
-------------
685,196 		0
-------------
509,358 		0
-------------
498,005 		0
-------------
119,531 		0
-------------
38,914 		0
-------------
1,851,004 		0
-------------
80,104
6Bergherm Bruce
Director (End 12/2024) 		(i)

(ii)		 0
-------------
710,394 		0
-------------
518,285 		0
-------------
533,070 		0
-------------
18,516 		0
-------------
20,993 		0
-------------
1,801,258 		0
-------------
0
7Johnson Penny
Director 		(i)

(ii)		 0
-------------
720,357 		0
-------------
535,341 		0
-------------
339,229 		0
-------------
138,186 		0
-------------
47,578 		0
-------------
1,780,691 		0
-------------
116,105
8Huenergardt Samuel
Director 		(i)

(ii)		 0
-------------
756,560 		0
-------------
573,096 		0
-------------
213,560 		0
-------------
132,436 		0
-------------
45,876 		0
-------------
1,721,528 		0
-------------
128,131
9Spenst Brett
Director (Beg 8/2024) 		(i)

(ii)		 0
-------------
916,594 		0
-------------
166,182 		0
-------------
338,899 		0
-------------
11,616 		0
-------------
23,290 		0
-------------
1,456,581 		0
-------------
0
10Thomas Debora
Director 		(i)

(ii)		 0
-------------
540,986 		0
-------------
368,173 		0
-------------
160,192 		0
-------------
93,873 		0
-------------
30,246 		0
-------------
1,193,470 		0
-------------
54,410
11Edris-Smith Tricia
Director 		(i)

(ii)		 0
-------------
525,660 		0
-------------
362,812 		0
-------------
139,789 		0
-------------
77,335 		0
-------------
29,667 		0
-------------
1,135,263 		0
-------------
56,115
12Grodack Duncan
Director 		(i)

(ii)		 0
-------------
559,421 		0
-------------
285,838 		0
-------------
125,029 		0
-------------
125,343 		0
-------------
33,464 		0
-------------
1,129,095 		0
-------------
76,007
13Brady Amanda
Director 		(i)

(ii)		 0
-------------
535,211 		0
-------------
272,503 		0
-------------
115,075 		0
-------------
101,052 		0
-------------
40,244 		0
-------------
1,064,085 		0
-------------
66,338
14Reed MD Monica
Director (Beg 8/2024) 		(i)

(ii)		 0
-------------
682,682 		0
-------------
0 		0
-------------
302,461 		0
-------------
18,516 		0
-------------
15,571 		0
-------------
1,019,230 		0
-------------
0
15Johnson Joel
Director 		(i)

(ii)		 0
-------------
467,903 		0
-------------
257,632 		0
-------------
161,914 		0
-------------
73,193 		0
-------------
21,015 		0
-------------
981,657 		0
-------------
43,831
16Dunkel Jason
Director (Beg 12/2024) 		(i)

(ii)		 0
-------------
418,282 		0
-------------
215,813 		0
-------------
89,698 		0
-------------
63,734 		0
-------------
39,393 		0
-------------
826,920 		0
-------------
17,810
17Addiscott Lynn
Director 		(i)

(ii)		 0
-------------
393,597 		0
-------------
117,709 		0
-------------
215,433 		0
-------------
18,516 		0
-------------
9,529 		0
-------------
754,784 		0
-------------
0
18Hayt Nancy
Director (End 12/2024) 		(i)

(ii)		 0
-------------
395,388 		0
-------------
143,796 		0
-------------
131,166 		0
-------------
60,818 		0
-------------
22,826 		0
-------------
753,994 		0
-------------
51,278
19Collis David
Dir/Pres-AH Fdn Central FL (End 10/2 		(i)

(ii)		 0
-------------
368,283 		0
-------------
129,993 		0
-------------
112,386 		0
-------------
62,267 		0
-------------
26,471 		0
-------------
699,400 		0
-------------
29,105
20McCall Kristen
Director (Beg 4/2024) 		(i)

(ii)		 0
-------------
323,276 		0
-------------
96,283 		0
-------------
65,385 		0
-------------
49,324 		0
-------------
34,088 		0
-------------
568,356 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 3 The individual who serves as the CEO of the filing organization is appointed and compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). Compensation and benefits provided to this individual are determined pursuant to policies, procedures, and processes of AHSSHC that are designed to ensure compliance with the intermediate sanctions laws as set forth in IRC Section 4958. AHSSHC has taken steps to ensure that processes are in place to satisfy the rebuttable presumption of reasonableness standard as set forth in Treasury Regulation Section 53.4958-6 with respect to its active executive-level positions. The AHSSHC Board Compensation Committee (the Committee) serves as the governing body for all executive compensation matters. The Committee is composed of certain members of the Board of Directors (the Board) of AHSSHC. Voting members of the Committee include only individuals who serve on the Board as independent representatives, who hold no employment positions with AHSSHC and who do not have relationships with any of the individuals whose compensation is under their review that impacts their best independent judgment as fiduciaries of AHSSHC. The Committee's role is to review and approve all components of the executive compensation plan of AHSSHC. As an independent governing body with respect to executive compensation, it should be noted that the Committee will often confer in executive sessions on matters of compensation policy and policy changes. In such executive sessions, no members of management of AHSSHC are present, other than the Chief People Officer, who remains at the request of the Chairman/committee to provide assistance/information as needed. The Committee is advised by an independent third-party compensation advisor. This advisor prepares all the benchmark studies for the Committee. Compensation levels are benchmarked with a national peer group of other not-for-profit healthcare systems and hospitals of similar size and complexity to AdventHealth and each of its affiliated entities. The following principles guide the establishment of individual executive compensation: - The salary of the President/CEO of AdventHealth will not exceed the 50th percentile of comparable salaries paid by similarly situated organizations; and - Other executive salaries shall be established using market medians. The compensation philosophy, policies, and practices of AHSSHC are consistent with the organization's faith-based mission and conform to applicable laws, regulations, and business practices. As a faith-based organization sponsored by the Seventh-day Adventist Church (the Church), AHSSHC's philosophy and principles with respect to its executive compensation practices reflect the conservative approach of the Church's mission of service and were developed in counsel with the Church's leadership.
Part I, Line 4b Executives serving on the filing organization's Board of Directors are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. In recognition of the contribution that each executive makes to the success of AdventHealth, AdventHealth provides supplemental executive retirement benefit plans to eligible executives. As the supplemental executive retirement benefit plans were updated in 2020 and certain individuals still participate as grand-fathered participants in certain plans, the narrative below discusses all plans in which there were any participants in 2024. The SERP III plan effectively replaces the prior SERP II plan, the Executive Flex Benefit Program Plan, and the Senior Executive Death Benefit Plan for qualified executives except for certain grandfathered executive employees. SERP III Plan: The SERP III plan provides eligible executives a percentage of their base pay, which is credited to a deferred compensation account. The plan also provides for compensation deferral and selection of life insurance coverage and long-term care insurance. To be eligible to participate in the SERP III plan, executives must be on the AHSSHC corporate payroll and be either a CEO of an AdventHealth entity, an AHSSHC Vice President (VP) or VP of an AdventHealth entity with a base salary of at least $345,000 in 2024 (adjusted annually by the same percentage as IRC Section 401(a)(17) limit increases), or other leader specifically approved by the AdventHealth President. Eligible executives do not include grandfathered executives, meaning those executives who would satisfy all the eligibility requirements of the SERP II plan prior to Dec 31, 2027, had the plan not been amended and restated as of Jan. 1, 2020. Contribution credits will be established and maintained by class year accounts for each participant using tiered contribution credit percentages of annual base compensation. Contribution credit percentages range between 15% and 19% of base compensation. Contribution credits will be made each quarter in 25% increments with reductions in contributions if the executive is also a grandfathered FLEX participant (see below). SERP III provides for a class year vesting and payment schedule (7 years for each class year) with respect to amounts accumulated in the executive's deferred compensation account. Upon attainment of a normal retirement age (age 62), or upon certain other circumstances as defined in the SERP III plan document, all deferred amounts are paid immediately to the participant. For any executives working beyond the normal retirement age, future employer contributions will be made quarterly from SERP III directly to the participant as a taxable cash bonus. SERP II Plan: The SERP II plan is a defined benefit, non-tax-qualified deferred compensation plan for certain executives who have provided lengthy service to AdventHealth and/or to other Seventh-day Adventist Church hospitals or health care institutions. Under the provisions of the SERP II plan, benefits are provided to qualifying executive participants on a pro-rata schedule beginning with 20 years of service as an employee of AdventHealth and/or another hospital or health care institution controlled by the Seventh-day Adventist Church and who satisfy certain other qualifying criteria. Eligible employees are restricted to those executives who, as of January 1, 2020, satisfied, or if employment continues, will satisfy the eligibility requirements of SERP II prior to December 31, 2027. This supplemental executive retirement plan (SERP II) was designed to provide eligible executives with the economic equivalent of an annual income beginning at normal retirement age equal to 60% of the average of the participant's three, five or seven highest years of base salary from AdventHealth active employment inclusive of income from all other Seventh-day Adventist Church healthcare employer-financed retirement income sources and investment income earned on those contributions through social security normal retirement age as defined in the plan. The number of years included in highest average compensation is determined by the individual's year of entry to SERP II and by the individual's year of entry to the AdventHealth Executive FLEX Benefit Program. FLEX Plan: The Flex Plan was originally designed to provide eligible executives an opportunity to select from among a variety of supplemental benefits, including a split dollar life insurance policy and long-term care insurance, to individually tailor a benefits program appropriate to each executive's needs. In 2020, the Flex Plan was amended to exclude employed executives who are hired or promoted after a certain date from being eligible to participate in the Flex Plan except for certain insurance coverage features of the plan. The Flex Plan provides eligible participants a pre-determined benefits allowance credit that is equal to a percentage of the executive's base pay from which the cost of mandatory and elective employee benefits is deducted. The benefits allowance credit percentage for any plan year shall not be greater than the maximum dollar amount or the percentage of compensation as determined by the AdventHealth Benefits Administration Committee. For grandfathered eligible employees, the annual pre-determined Flex allowance is contributed and any funds that remain after the cost of mandatory and elective benefits are subtracted are, at the employee's option, contributed to either an IRC 457(f) deferred compensation account or to an IRC 457(b) eligible deferred compensation plan. Upon attainment of age 65, all previous 457(f) deferred amounts are paid immediately to the participant and any future employer contributions are made quarterly from the Plan directly to the participant. The Plan provides for a class year vesting schedule (2 years for each class year) with respect to amounts accumulated in the executive's 457(f) deferred compensation account. Distributions could also be made from the executive's 457(f) deferred compensation account upon attainment of age 65 or upon an involuntary separation. The account will be forfeited by the executive upon a voluntary separation. With respect to grandfathered participants, the Flex Plan documents define eligible employees to include the Chief Executive Officers of AdventHealth entities and Vice Presidents of all AdventHealth entities whose base salary was at least equal to the Internal Revenue Code Section 401(a)(17) compensation limit each year.
Schedule J, Part I, Line 4b (continued): FLEX Plan FLEX Plan SERP II SERP III SERP III Contr. Distr.* Contr/Distr. Contr. Distr.* SHAW, TERRY $160,890 $137,319 $1,082,884 $ 0 $ 0 RATHBUN, PAUL $160,890 $496,780 $ 538,998 $ 0 $ 0 BROMME, JEFFREY $160,890 $ 137,319 $ 0 $ 37,732 $ 37,732 GOODMAN, TODD $160,890 $ 137,319 $ 150,594 $ 0 $ 0 THOMPSON, MICHAEL $124,015 $ 84,881 $ 314,383 $ 0 $ 0 BERGHERM, BRUCE $138,882 $ 115,882 $ 268,344 $ 0 $ 0 JOHNSON, PENNY $119,670 $ 123,218 $ 0 $ 0 $ 0 HUENERGARDT, SAM $136,920 $ 143,718 $ 0 $ 0 $ 0 SPENST, BRETT $ 0 $ 0 $ 0 $175,933 $175,933 THOMAS, DEBORA $ 98,357 $ 57,610 $ 0 $ 0 $ 0 SMITH-EDRIS, T. $ 81,819 $ 59,419 $ 0 $ 0 $ 0 GRODACK, DUNCAN $ 89,520 $ 80,648 $ 0 $ 17,307 $ 0 BRADY, AMANDA $ 75,618 $ 70,383 $ 0 $ 6,918 $ 0 REED, MD, MONICA $ 0 $ 0 $ 0 $132,547 $132,342 JOHNSON, JOEL $ 77,677 $ 46,382 $ 0 $ 0 $ 0 DUNKEL, JASON $ 54,731 $ 18,797 $ 0 $ 13,487 $ 0 ADDISCOTT, LYNN $ 68,132 $ 68,132 $ 40,937 $ 0 $ 0 HAYT, NANCY $ 59,999 $ 54,394 $ 0 $ 5,303 $ 0 COLLIS, DAVID $ 52,277 $ 30,753 $ 0 $ 14,474 $ 0 MCCALL, KRISTEN $ 30,635 $ 5,153 $ 0 $ 23,174 $ 0 * Including Investment Earnings
Form 990, Part VII, Section A: Monica Reed, M.D. is listed in Part VII, Section A. Monica Reed's 2024 compensation is paid by the related 501(c)(3) parent organization of the filing organization for services rendered to an unrelated but affiliated 501(c)(3) organization. Accordingly, no hours are shown for Monica Reed as being devoted to a related organization in column B of Section A of Part VII of Form 990.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large image Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
AdventHealth Foundation Inc
 
Employer identification number

59-2219301
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 10 142,585 Avg value on transf date
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Various Items ) X 66 25,735 Cost of donated prop
26 Other Right pointing arrow large image ( Gift Annuities ) X 1 0  
27 Other Right pointing arrow large image ( Toys & Supplies ) X 5 0  
28 Other Right pointing arrow large image ( Drinks & Coffee Carts ) X 2 0  
Other Right pointing arrow large image ( Windows ) X 1 0  
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2024)
Schedule M (Form 990) (2024)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 32b: AdventHealth Foundation, Inc. (AHF) is a charitable foundation organization that supports sixteen related tax-exempt hospital organizations which includes twenty hospital facilities and one hospice facility. In carrying out its philanthropic activities, AHF will occasionally engage third-parties to provide various consulting services. Such consulting services generally include donor/grant prospecting, assistance with grant-writing, fund-raising planning and organization, and planned giving services. Fees paid to any engaged consultants are at fair market value rates and the terms are always negotiated at arm's length.
Part I, Line 33: Gifts of donated property are generally recorded by the filing organization to the restricted net assets (equity) account. Accordingly, donated property reported on line 26 is primarily recorded directly to equity accounts and is not recorded in the income statement.
Schedule M (Form 990) (2024)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
AdventHealth Foundation Inc
 
Employer identification number

59-2219301
Return Reference Explanation
Form 990, Part VI, Section A, line 6 AdventHealth Foundation, Inc. (AHF) is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is a Florida, not-for-profit corporation that is exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). AHSSHC is the sole corporate member of AHF. There are no other separate classes of membership in AHF.
Form 990, Part VI, Section A, line 7a The affairs of AHF are managed by a Board of Managers. The Board of Managers of AHF are elected by the Member of AHF.
Form 990, Part VI, Section A, line 7b The member of AHF has certain reserved powers as set forth in the Articles of Incorporation and Bylaws of AHF. These reserved powers include the following: a) to appoint and remove the members of the Board of Managers and Officers of AHF; b) to adopt, amend, restate, and repeal the Articles of Incorporation or Bylaws of AHF; c) to require the filing organization's adherence to policies adopted by the Member; d) to set limits and terms for any types of credit or debt transactions exceeding $100,000; e) to approve or disapprove the annual operating and capital budgets and strategic plans of the filing organization; f) to approve or disapprove the selection of the auditing firm that audits the books and records of the filing organization's affiliated supported organizations; g) to approve or disapprove the election of the fiscal year of the filing organization; h) to approve or disapprove any joint venture or partnership in which the filing organization would be a member or partner; i) to approve or disapprove the IT systems and other shared services used by the filing organization; and j) to require the filing organization's adherence to the system-wide naming nomenclature and service standards adopted by the Member.
Form 990, Part VI, Section B, line 11b AHF's current year Form 990 was reviewed by the Chairman/Director and two additional board members prior to its filing with the IRS. The review conducted by the Chairman/Director and two additional board members did not include the review of any supporting workpapers that were used in preparation of the current year's Form 990, but did include a review of the entire Form 990 and all supporting schedules.
Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy of AHF applies to all of its Governance members, including members of the Board of Managers, Committee members, Foundation Arm board members and officers (to be known as Interested Persons). In connection with any actual or possible conflicts of interests, any member of Governance (i.e. Interested Persons) must disclose the existence of any financial interest with AHF and must be given the opportunity to disclose all material facts concerning the financial interest/arrangement to the Board of Managers of AHF or to any members of a committee with board delegated powers that is considering the proposed transaction or arrangement. Subsequent to any disclosure of any financial interest/arrangement and all material facts, and after any discussion with the relevant Board member or principal officer, the remaining members of the Board of Managers or committee with board delegated powers shall discuss, analyze, and vote upon the potential financial interest/arrangement to determine if a conflict of interest exists. According to AHF's Conflict of Interest Policy, an Interested Person may make a presentation to the Board of Managers (or committee with board delegated powers), but after such presentation, shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that results in a conflict of interest. Each Interested Person, as defined under AHF's Conflict of Interest Policy, shall annually sign a statement which affirms that such person has received a copy of the Conflict of Interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that AHF is a charitable organization that must primarily engage in activities which accomplish one or more of its exempt purposes. AHF's Conflict of Interest Policy also requires that periodic reviews shall be conducted to ensure that AHF operates in a manner consistent with its charitable purposes.
Form 990, Part VI, Section B, line 15 The individual that serves as the President of the filing organization is not compensated by the filing organization. Such individual is compensated by the related top-tier parent organization of the filing organization. Please see the discussion concerning the process followed by the related top-tier parent organization in determining executive compensation in our response to Schedule J, Line 3.
Form 990, Part VI, Section C, line 19 The filing organization is a part of the system of healthcare organizations known as AdventHealth. The audited consolidated financial statements of AdventHealth and of the AdventHealth "Obligated Group" are filed annually with the Municipal Securities Rulemaking Board (MSRB). The "Obligated Group" is a group of AHSSHC subsidiaries that are jointly and severally liable under a Master Trust Indenture that secures debt primarily issued on a tax-exempt basis. Unaudited quarterly financial statements prepared in accordance with Generally Accepted Accounting Principles (GAAP) are also filed with MSRB for AdventHealth on a consolidated basis and for the grouping of AdventHealth subsidiaries comprising the "Obligated Group". The filing organization does not generally make its governing documents or conflict of interest policy available to the public.
Part VII, Section A: For those Board of Director members and officer(s) who devote less than full-time to the filing organization (based upon the average number of hours per week shown in column (B) on page 7 of the return) the compensation amounts shown in columns (E) and (F) on page 7 were provided in conjunction with that person's responsibilities and roles in serving in an executive leadership position as an employee of Adventist Health System Sunbelt Healthcare Corporation.
Part VIII, Lines 7a, b and c: The amounts shown in Part VIII, Line 7, column (i) of the Form 990 represent an allocated share of capital gain/(loss) from a system wide, corporate administered, investment program.
Part X, Line 2: The amounts shown on line 2 of Part X of this return include the filing organization's interest in a central investment pool maintained by Adventist Health System Sunbelt Healthcare Corporation, the filing organization's top-tier parent. The investments in the central investment pool are recorded at market value.
Form 990, Part XI, line 9: Restricted Gifts 26,266,866. Transfer of Net Assets Released from Restrictions -23,093,814. Restricted Investment Income 1,393,149. Uncollectible Pledges -1,456,250.
Form 990, Part XII, Line 3b: Although the taxpayer is not required to undergo an audit as set forth in the Single Audit Act and OMB Circular A-133, the taxpayer is part of a controlled group of organizations that comprise a consolidated financial statement audit. The controlled group's parent is Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), a 501(c)(3) organization. The system of healthcare entities owned and controlled by AHSSHC is known as AdventHealth. For the year ended December 31, 2024, AdventHealth will file a consolidated Single Audit which will include all entities that are part of the controlled group.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
AdventHealth Foundation Inc
 
Employer identification number

59-2219301
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)AdventHealth Bond Clinic fka AdventHealth PCP Network Inc (722 - 1231
900 Hope Way

Altamonte Springs,FL32714
33-3559943 		Operation of Medical Clinics & Health Care Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(2)AdventHealth Family Medicine Rural Health Clinics Inc
187 PR 4060

Lampasas,TX76550
27-1858033 		Operation of Rural Health Clinics & Medical Services FL 501(c)(3) Line 3 Metroplex Adventist Hospital Inc
 
Yes
 
(3)AdventHealth Foundation Inc
900 Hope Way

Altamonte Springs,FL32714
59-2219301 		Fund-Raising for Affiliated Tax-Exempt Hospitals FL 501(c)(3) Line 7 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(4)AdventHealth Home Health and Hospice Inc fka Hospice of the Comforter Inc
2600 Westhall Lane 2nd Floor

Maitland,FL32751
59-2935928 		Operation of Home Health & Hospice Services FL 501(c)(3) Line 10 The Comforter Health Care Group Inc
 
Yes
 
(5)AdventHealth Kansas City Foundation
7315 E Frontage Road

Merriam,KS66204
48-0868859 		Fund-raising for Tax-exempt Hospital KS 501(c)(3) Line 7 Shawnee Mission Medical Center Inc
 
Yes
 
(6)AdventHealth Palm Coast Parkway Inc
1 AdventHealth Way

Palm Coast,FL32137
88-2288563 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(7)AdventHealth Polk North Inc
40100 US Highway 27 N

Davenport,FL33837
84-1793121 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(8)AdventHealth Polk South Inc
410 South 11th Street

Lake Wales,FL33853
83-4672945 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(9)AdventHealth Port Charlotte Inc (112124 - 12312024)
2500 Harbor Blvd

Port Charlotte,FL33952
33-2257010 		Future Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(10)AdventHealth Primary Care Network Inc
900 Hope Way

Altamonte Springs,FL32714
93-2208118 		Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(11)AdventHealth Primary Health Division Inc (930 - 12312024)
900 Hope Way

Altamonte Springs,FL32714
33-5016341 		Inactive FL 501(c)(3) Line 12a, I Adventist Hlth SystemSunbelt Inc
 
Yes
 
(12)AdventHealth Ransom Memorial Inc
1301 S Main Street

Ottawa,KS66067
83-0976641 		Operation of Hospital & Related Services KS 501(c)(3) Line 3 Adventist Hlth Mid-America Inc
 
Yes
 
(13)AdventHealth Riverview Inc
9330 US Highway 301 S

Riverview,FL33637
87-0901094 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(14)AdventHealth Senior Care Inc
900 Hope Way

Altamonte Springs,FL32714
84-1817046 		Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(15)AdventHealth South Overland Park Inc
7820 W 165th Street

Overland Park,KS66223
36-4595806 		Operation of Hospital & Related Services KS 501(c)(3) Line 3 Adventist Hlth Mid-America Inc
 
Yes
 
(16)AdventHealth Team Member Services Inc (1021 - 12312024)
900 Hope Way

Altamonte Springs,FL32714
33-1797512 		Future Professional Employer Organization FL 501(c)(3) Line 12c, III-FI Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(17)AdventHealth University Inc
671 Winyah Drive

Orlando,FL32803
59-3069793 		Education/Operation of School FL 501(c)(3) Line 2 Adventist Hlth SystemSunbelt Inc
 
Yes
 
(18)AdventHealth West Florida Ambulatory Services Inc
14055 Riveredge Drive Ste 250

Tampa,FL33637
47-1881744 		Support of Imaging Center & Home Health Subsidiaries FL 501(c)(3) Line 12b, II Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(19)AdventHealth West Florida Imaging Inc
14055 Riveredge Drive Ste 250

Tampa,FL33637
84-3225135 		Imaging & Testing FL 501(c)(3) Line 3 AdventHealth West Florida Ambulatory Services Inc
 
Yes
 
(20)Adventist Care Centers - Courtland Inc (11 - 872024)
900 Hope Way

Altamonte Springs,FL32714
20-5774723 		Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(21)Adventist Health Mid-America Inc
9100 W 74th Street

Shawnee Mission,KS66204
52-1347407 		Support of Affiliated Hospital KS 501(c)(3) Line 12c, III-FI Adventist Hlth SystemSunbelt Inc
 
Yes
 
(22)Adventist Health System Georgia Inc
1035 Red Bud Road NE

Calhoun,GA30701
58-1425000 		Operation of Hospitals & Related Services GA 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(23)Adventist Hlth System Sunbelt Hlthcare Corp
900 Hope Way

Altamonte Springs,FL32714
59-2170012 		Management Services FL 501(c)(3) Line 12a, I N/A
 
No
(24)Adventist Hlth SystemSunbelt Inc
900 Hope Way

Altamonte Springs,FL32714
59-1479658 		Operation of Hospitals & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(25)Adventist Hlth SystemTexas Inc
11801 S Freeway

Burleson,TX76028
74-2578952 		Employee Leasing of Personnel to Affiliated Hospitals TX 501(c)(3) Line 12c, III-FI Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(26)AHS Midwest Management Inc
5101 S Willow Springs Rd

La Grange,IL60525
36-3354567 		Employee Leasing of Personnel to Supported Hospitals IL 501(c)(3) Line 12c, III-FI Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(27)Apopka Health Care Properties Inc (11 - 2172024)
900 Hope Way

Altamonte Springs,FL32714
51-0605694 		Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(28)Burleson Nursing & Rehab Center Inc (11 - 10152024)
900 Hope Way

Altamonte Springs,FL32714
20-5782243 		Operation of Home for the Aged/Hlthcare Delivery TX 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(29)Chickasaw Health Care Properties Inc (11 - 2172024)
900 Hope Way

Altamonte Springs,FL32714
51-0605681 		Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(30)Chippewa Valley Hospital & Oakview Care Center Inc
1220 Third Avenue West

Durand,WI54736
39-1365168 		Operation of Hospital & Related Services WI 501(c)(3) Line 3 Adventist Hlth SystemSunbelt Inc
 
Yes
 
(31)Coalition For Physician Well-Being Inc
900 Hope Way

Altamonte Springs,FL32714
46-3477012 		Provide support for Physician well-being FL 501(c)(3) Line 10 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(32)Courtland Health Care Properties Inc (11 - 2172024)
900 Hope Way

Altamonte Springs,FL32714
51-0605682 		Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(33)Dairy Road Health Care Properties Inc (11 - 2172024)
900 Hope Way

Altamonte Springs,FL32714
51-0605684 		Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(34)East Orlando Health & Rehab Center Inc (11 - 10152024)
900 Hope Way

Altamonte Springs,FL32714
20-5774748 		Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(35)Fletcher Hospital Inc
100 Hospital Drive

Hendersonville,NC28792
56-0543246 		Operation of Hospitals & Related Services NC 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(36)FLNC Inc (11 - 872024)
900 Hope Way

Altamonte Springs,FL32714
20-5774761 		Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(37)Florida Hospital Dade City Inc
13100 Fort King Road

Dade City,FL33525
82-2567308 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(38)Florida Hospital Healthcare Partners Inc
770 West Granada Blvd 101

Ormond Beach,FL32174
46-2354804 		Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth SystemSunbelt Inc
 
Yes
 
(39)Florida Hospital Medical Group Inc
2600 Westhall Lane 4th Floor

Maitland,FL32751
59-3214635 		Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth SystemSunbelt Inc
 
Yes
 
(40)Florida Hospital Ocala Inc
1500 SW 1st Avenue

Ocala,FL34471
82-4372339 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(41)Florida Hospital Physician Group Inc
14055 Riveredge Drive Ste 250

Tampa,FL33637
46-2021581 		Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(42)Florida Hospital Waterman Inc
1000 Waterman Way

Tavares,FL32778
59-3140669 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(43)Florida Hospital Zephyrhills Inc
7050 Gall Blvd

Zephyrhills,FL33541
59-2108057 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth SystemSunbelt Inc
 
Yes
 
(44)Florida Radiology Imaging at Lake Mary LLC
2600 Westhall Lane 4th Floor

Maitland,FL32751
55-0789387 		Imaging & Testing FL 501(c)(3) Line 3 Florida Hospital Medical Group Inc
 
Yes
 
(45)Fountain Inn Nursing & Rehab Center Inc (11 - 9242024)
900 Hope Way

Altamonte Springs,FL32714
47-2180518 		Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(46)Helen Ellis Memorial Hospital Auxiliary Inc (11 - 1142024)
1395 S Pinellas Ave

Tarpon Springs,FL34689
59-2106043 		Fund-raising for Tax-Exempt Hospital/Foundation FL 501(c)(3) Line 12c, III-FI N/A
 
No
(47)Helen Ellis Memorial Hospital Foundation Inc
1395 S Pinellas Ave

Tarpon Springs,FL34689
59-3690149 		Fund-raising for Tax-Exempt Hospital FL 501(c)(3) Line 7 N/A
 
No
(48)Lake County Health Care Properties Inc (11 - 2172024)
900 Hope Way

Altamonte Springs,FL32714
81-3923985 		Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(49)Memorial Health Systems Foundation Inc
305 Memorial Medical Pkwy 212

Daytona Beach,FL32117
31-1771522 		Fund-raising for Tax-Exempt Hospital FL 501(c)(3) Line 7 N/A
 
No
(50)Memorial Health Systems Inc
301 Memorial Medical Parkway

Daytona Beach,FL32117
59-0973502 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth SystemSunbelt Inc
 
Yes
 
(51)Memorial Hospital - West Volusia Inc
701 West Plymouth Avenue

Deland,FL32720
59-3256803 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Memorial Hlth Systems Inc
 
Yes
 
(52)Memorial Hospital Flagler Inc
60 Memorial Medical Parkway

Palm Coast,FL32164
59-2951990 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Memorial Hlth Systems Inc
 
Yes
 
(53)Memorial Hospital Inc
210 Marie Langdon Drive

Manchester,KY40962
61-0594620 		Operation of Hospital & Related Services KY 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(54)Metroplex Adventist Hospital Inc
2201 S Clear Creek Road

Killeen,TX76549
74-2225672 		Operation of Hospitals & Related Services TX 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(55)Metroplex Clinic Physicians Inc
2201 S Clear Creek Road

Killeen,TX76549
11-3762050 		Operation of Physician Practices & Medical Services TX 501(c)(3) Line 3 Metroplex Adventist Hospital Inc
 
Yes
 
(56)Mission Strategies of Georgia Inc
900 Hope Way

Altamonte Springs,FL32714
90-0866024 		Provision of support to the nursing home division GA 501(c)(3) Line 12b, II Sunbelt Hlth Care Centers Inc
 
Yes
 
(57)Osceola Health Care Properties Inc (11 - 2172024)
900 Hope Way

Altamonte Springs,FL32714
81-3165729 		Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(58)Overland Park Nursing & Rehab Center Inc (11 - 6172024)
900 Hope Way

Altamonte Springs,FL32714
20-5774821 		Operation of Home for the Aged/Hlthcare Delivery KS 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(59)PAHS Service Corporation
6061 S Willow Drive

Greenwood Village,CO80111
92-3398616 		Employee Leasing of Personnel to Related Hospitals CO 501(c)(3) Line 12a, I Portercare Adventist Health System
 
Yes
 
(60)Pasco-Pinellas Hillsborough Community Hlth System Inc
2600 Bruce B Downs Blvd

Wesley Chapel,FL33544
20-8488713 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(61)Portercare Adventist Health System
6061 S Willow Drive

Greenwood Village,CO80111
84-0438224 		Operation of Hospitals & Related Services CO 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(62)Princeton Homecare Services LLC
602 Courtland Street 310

Orlando,FL32804
81-4196648 		Home Health Care Services FL 501(c)(3) Line 10 Princeton Prof Services Inc
 
Yes
 
(63)Princeton Professional Services Inc
601 E Rollins Street

Orlando,FL32803
59-1191045 		Operation of ASC's and other Healthcare Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(64)Quality Circle for Healthcare Inc
900 Hope Way

Altamonte Springs,FL32714
26-3789368 		Healthcare Quality Services FL 501(c)(3) Line 12a, I Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(65)Redmond Park Hospital LLC
501 Redmond Road NW

Rome,GA30165
58-1123037 		Operation of Hospital & Related Services GA 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(66)Resource Personnel Inc (11 - 872024)
900 Hope Way

Altamonte Springs,FL32714
20-8040875 		Provide administrative support to tax exempt nursing homes FL 501(c)(3) Line 12b, II Sunbelt Hlth Care Centers Inc
 
Yes
 
(67)Rocky Mountain Adventist Hlthcare Foundation
950 E Harvard Avenue Ste 230

Denver,CO80210
84-0745018 		Fund-raising for Tax-Exempt Hospital CO 501(c)(3) Line 7 Portercare Adventist Health System
 
Yes
 
(68)Rollins Brook Community Care Corp
2201 S Clear Creek Road

Killeen,TX76549
46-1656773 		Support Operation of Hospital TX 501(c)(3) Line 12a, I Adventist Hlth SystemSunbelt Inc
 
Yes
 
(69)San Marcos Nursing & Rehab Center Inc
900 Hope Way

Altamonte Springs,FL32714
20-5782224 		Inactive - In wind down TX 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(70)Shawnee Mission Hlth Care Properties Inc (11 - 822024)
900 Hope Way

Altamonte Springs,FL32714
81-3914908 		Inactive - In wind down GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(71)Shawnee Mission Health Care Inc (11 - 6172024)
900 Hope Way

Altamonte Springs,FL32714
48-0952508 		Lease to Related Organization KS 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(72)Shawnee Mission Medical Center Inc
9100 W 74th Street

Shawnee Mission,KS66204
48-0637331 		Operation of Hospital & Related Services KS 501(c)(3) Line 3 Adventist Hlth Mid-America Inc
 
Yes
 
(73)South Pasco Health Care Properties Inc (11 - 2172024)
900 Hope Way

Altamonte Springs,FL32714
51-0605679 		Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(74)Southeast Volusia Healthcare Corp
401 Palmetto Street

New Smyrna Beach,FL32168
47-3793197 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(75)Southwest Volusia Health Services Inc
1055 Saxon Blvd

Orange City,FL32763
59-3281591 		Medical Office Building for Hospital FL 501(c)(3) Line 12a, I Southwest Volusia Hlthcare Corp
 
Yes
 
(76)Southwest Volusia Healthcare Corp
1055 Saxon Blvd

Orange City,FL32763
59-3149293 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth SystemSunbelt Inc
 
Yes
 
(77)Sunbelt Health & Rehab Center - Apopka Inc
900 Hope Way

Altamonte Springs,FL32714
20-5774856 		Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(78)Sunbelt Health Care Centers Inc
900 Hope Way

Altamonte Springs,FL32714
58-1473135 		Management Services TN 501(c)(3) Line 12b, II Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(79)Tarpon Springs Hospital Foundation Inc
1395 S Pinellas Ave

Tarpon Springs,FL34689
59-0898901 		Operation of Hospital & Related Services FL 501(c)(3) Line 3 University Community Hospital Inc
 
Yes
 
(80)Tarrant County Health Care Properties Inc (11 - 2172024)
900 Hope Way

Altamonte Springs,FL32714
51-0605677 		Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(81)The Comforter Health Care Group Inc
605 Montgomery Road

Altamonte Springs,FL32714
27-1857940 		Support Services to Related Hospice FL 501(c)(3) Line 12c, III-FI Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(82)Tri-County Nursing and Rehab Center Inc (11 - 872024)
900 Hope Way

Altamonte Springs,FL32714
47-2219363 		Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(83)University Community Hospital Foundation Inc
3100 E Fletcher Ave

Tampa,FL33613
59-2554889 		Fund-raising for Tax-exempt hospital FL 501(c)(3) Line 7 N/A
 
No
(84)University Community Hospital Inc
3100 E Fletcher Ave

Tampa,FL33613
59-1113901 		Operation of Hospitals & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(85)West Florida Health Home Care Inc
12903 N Telecom Parkway

Temple Terrace,FL33637
59-3686109 		Home Health Services GA 501(c)(3) Line 10 AdventHealth West Florida Ambulatory Services Inc
 
Yes
 
(86)Zephyr Haven Health & Rehab Center Inc (11 - 872024)
900 Hope Way

Altamonte Springs,FL32714
20-5774930 		Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(87)Zephyrhills Health & Rehab Center Inc (11 - 872024)
900 Hope Way

Altamonte Springs,FL32714
20-5774967 		Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) AdventHealth Surgery Center Daytona Beach LLC

103 Memorial Medical Pkwy Ste 300
Daytona Beach,FL32117
92-2967648 		Surgery Center FL N/A
         No     No  
(2) AdventHealth Surgery Center Innovation Tower LLC

265 E Rollins Street
Orlando,FL32804
88-2744377 		Surgery Center FL N/A
         No     No  
(3) AHH MOB II LLC

10800 Farley Ste 380
Overland Park,KS66210
56-0543246 		Operation of Medical Office Building MO N/A
         No     No  
(4) Fletcher Hospital Surgical Ventures LLC

9131 Anson Way Ste 304
Raleigh,NC27615
86-1482646 		Indirect Interest in Surgery Center NC N/A
         No     No  
(5) Florida Hospital DMERT LLC

500 Winderley Place Ste 324
Maitland,FL32751
20-2392253 		Medical Equipment FL N/A
         No   Yes    
(6) Florida Hospital Home Infusion LLP

500 Winderley Place Ste 226
Maitland,FL32751
59-3142824 		Home Infusion Services FL N/A
         No   Yes    
(7) Functional Neurosurgical Ambulatory Surgery Ctr LLC

11 W Dry Creek Circle 120
Littleton,CO80120
46-4426708 		Surgery Center CO N/A
         No     No  
(8) M&O Daytona MOB I LLC

1125 Sanctuary Parkway Ste 410
Alpharetta,GA30009
88-3063262 		Operation of Medical Office Building DE N/A
         No     No  
(9) M&O Orlando MOB I LLC

1125 Sanctuary Parkway Ste 410
Alpharetta,GA30009
84-4259138 		Operation of Medical Office Building DE N/A
         No     No  
(10) Nationwide ASC Holdings LLC (522 - 123124)

569 Brookwood Village Ste 901
Birmingham,AL35209
99-3267709 		Holding Co. FL N/A
         No   Yes    
(11) OnPoint OBGYN LLC

7780 S Broadway 280
Littleton,CO80122
87-3522453 		Healthcare Services CO N/A
         No     No  
(12) Orange City Surgical LLC

1053 Medical Center Drive Ste 201
Orange City,FL32763
20-8105013 		Surgery Center FL N/A
         No     No  
(13) PAHS OnPoint Imaging LLC

9205 S Broadway
Highlands Ranch,CO80129
83-3275105 		Imaging Center CO N/A
         No     No  
(14) PAHS OnPoint Urgent Care LLC

9100 E Mineral Circle
Centennial,CO80112
83-2465331 		Urgent Care Center CO N/A
         No     No  
(15) SCA - Alliance LLC

569 Brookwood Village Ste 901
Birmingham,AL35209
47-1807383 		Indirect Interest in Surgery Center DE N/A
         No     No  
(16) SCA-Central Florida LLC

569 Brookwood Village Ste 901
Birmingham,AL35209
47-1535510 		Indirect Interest in Surgery Center DE N/A
         No     No  
(17) Surgery Center of Rome LP

501 Redmond Road NW
Rome,GA30165
20-0390305 		Surgery Center GA N/A
         No     No  
(18) The Bariatric Center of Kansas City LLC

9100 W 74th Street
Merriam,KS66204
82-3025378 		Surgery Center KS N/A
         No     No  
(19) Urgent Care Centers of Brevard County LLC

2600 Westhall Lane Ste 200
Maitland,FL32751
84-4261523 		Urgent Care Centers FL N/A
         No   Yes    
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) AdventHealth Asheville Inc

100 Hospital Drive
Hendersonville,NC28792
92-1144574 		Inactive NC N/A
 C       Yes  
(2) AdventHealth Hospice Care East Florida Inc

770 West Granada Blvd 304
Ormond Beach,FL32174
83-3748461 		Inactive FL N/A
 C       Yes  
(3) AdventHealth at Overland Park-College MOB Condominium Assoc

9119 W 74th Street Ste 260
Merriam,KS66204
87-4353752 		Condo Association KS N/A
 C       Yes  
(4) AdventHealth City Center North Owners' Assoc Inc

9119 W 74th Street Ste 260
Merriam,KS66204
99-1471046 		Maintenance Association KS N/A
 C       Yes  
(5) AdventHealth Primary Care Inc (1124-62424)

900 Hope Way
Altamonte Springs,FL32714
59-3231322 		Inactive FL N/A
 C       Yes  
(6) AdventHealth Value Based Bundle Management LLC

2600 Lucien Way
Maitland,FL32751
87-3487910 		Medical Contracting and Billing FL N/A
 C       Yes  
(7) Altamonte Medical Plaza Condominium Association Inc

601 East Rollins Street
Orlando,FL32803
59-2855792 		Condo Association FL N/A
 C       Yes  
(8) Battle Creek Adventist Hospital

900 Hope Way
Altamonte Springs,FL32714
38-1359189 		Inactive MI N/A
 C       Yes  
(9) Florida Hospital Flagler Medical Offices Association Inc

60 Memorial Medical Parkway
Palm Coast,FL32164
26-2158309 		Condo Association FL N/A
 C       Yes  
(10) Florida Hosp Hlth Village Property Owner's Assoc Inc

550 E Rollins Street 7th Floor
Orlando,FL32803
82-1748255 		Condo Association FL N/A
 C       Yes  
(11) Florida Hospital Healthcare System Inc

2600 Lucien Way
Maitland,FL32751
59-3215680 		PHSO / CIN FL N/A
 C       Yes  
(12) Florida Medical Plaza Condominium Association Inc

601 East Rollins Street
Orlando,FL32803
59-2855791 		Condo Association FL N/A
 C       Yes  
(13) Gateway Center Association of Altamonte Springs Inc

900 Hope Way
Altamonte Springs,FL32714
46-4685345 		Maintenance Association FL N/A
 C       Yes  
(14) Kissimmee Multispecialty Clinic Condominium Association Inc

201 Hilda Street Suite 30
Kissimmee,FL34741
59-3539564 		Condo Association FL N/A
 C       Yes  
(15) Midwest Management Services Inc

9100 West 74th Street
Shawnee Mission,KS66204
48-0901551 		Inactive KS N/A
 C       Yes  
(16) North American Health Services Inc & Sub

900 Hope Way
Altamonte Springs,FL32714
62-1041820 		Holding Co. TN N/A
 C       Yes  
(17) Ormond Prof Associates Condo Assoc Inc (430 year end)

770 W Granada Blvd Ste 101
Ormond Beach,FL32174
59-2694434 		Condo Association FL N/A
 C       Yes  
(18) Park Ridge Property Owner's Association Inc

1 Park Place Naples Road
Fletcher,NC28732
03-0380531 		Condo Association NC N/A
 C       Yes  
(19) Park Ridge Condominium #1 Unit Owners Association Inc

1 Park Place Naples Road
Fletcher,NC28732
01-0584623 		Condo Association NC N/A
 C       Yes  
(20) Redmond Park Health Services Inc

501 Redmond Rd NW
Rome,GA30165
62-1330078 		Holding Company GA N/A
 C       Yes  
(21) Surgicare of Rome Inc

501 Redmond Rd NW
Rome,GA30165
20-0376307 		Holding Company GA N/A
 C       Yes  
(22) The Garden Retirement Community Inc

900 Hope Way
Altamonte Springs,FL32714
59-3414055 		Real Estate Rental FL N/A
 C       Yes  
(23) Winter Park Medical Office Building I Condo Assoc Inc

601 East Rollins Street
Orlando,FL32803
45-2228478 		Condo Association FL N/A
 C       Yes  
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) AdventHealth Home Health and Hospice Inc

 B 55,803 Actual Amount Donated
(2) AdventHealth Polk North Inc

 B 127,484 Actual Amount Donated
(3) AdventHealth University Inc

 B 120,786 Actual Amount Donated
(4) AdventHealth West Florida Imaging Inc

 B 394,848 Actual Amount Donated
(5) Adventist Health System Georgia Inc

 B 201,442 Actual Amount Donated
(6) Adventist Health System Sunbelt Healthcare Corporation

 B 327,419 Actual Amount Donated
(7) Adventist Health SystemSunbelt Inc

 B 14,204,785 Actual Amount Donated
(8) Fletcher Hospital Inc

 B 2,005,431 Actual Amount Donated
(9) Florida Hospital Dade City Inc

 B 102,280 Actual Amount Donated
(10) Florida Hospital Medical Group Inc

 B 821,270 Actual Amount Donated
(11) Florida Hospital Ocala Inc

 B 827,891 Actual Amount Donated
(12) Florida Hospital Zephyrhills Inc

 B 67,067 Actual Amount Donated
(13) Helen Ellis Memorial Hospital Foundation Inc

 B 140,918 Actual Amount Donated
(14) Memorial Hospital Flagler Inc

 B 1,380,951 Actual Amount Donated
(15) Memorial Hospital Inc

 B 334,209 Actual Amount Donated
(16) Metroplex Adventist Hospital Inc

 B 442,898 Actual Amount Donated
(17) Pasco-Pinellas Hillsborough Community Health System Inc

 B 526,795 Actual Amount Donated
(18) Southwest Volusia Healthcare Corporation

 B 178,823 Actual Amount Donated
(19) University Community Hospital Foundation Inc

 B 1,372,014 Actual Amount Donated
(20) AdventHealth Polk North Inc

 C 106,520 Actual Amount Received
(21) AdventHealth Riverview Inc

 C 137,669 Actual Amount Received
(22) Adventist Health System Sunbelt Healthcare Corporation

 C 1,079,037 Actual Amount Received
(23) Adventist Health SystemSunbelt Inc

 C 4,950,452 Actual Amount Received
(24) Fletcher Hospital Inc

 C 94,355 Actual Amount Received
(25) Florida Hospital Ocala Inc

 C 144,493 Actual Amount Received
(26) Florida Hospital Zephyrhills Inc

 C 105,504 Actual Amount Received
(27) Memorial Hospital Flagler Inc

 C 129,889 Actual Amount Received
(28) Memorial Hospital Inc

 C 64,481 Actual Amount Received
(29) Pasco-Pinellas Hillsborough Community Health System Inc

 C 86,071 Actual Amount Received
(30) Rocky Mountain Adventist Healthcare Foundation

 C 55,000 Actual Amount Received
(31) University Community Hospital Inc

 C 137,535 Actual Amount Received
(32) AdventHealth Polk North Inc

 M 456,067 Cost
(33) AdventHealth Riverview Inc

 M 209,244 Cost
(34) Adventist Health System Georgia Inc

 M 86,163 Cost
(35) Adventist Health SystemSunbelt Inc

 M 4,918,463 Cost
(36) Fletcher Hospital Inc

 M 156,867 Cost
(37) Florida Hospital Ocala Inc

 M 679,457 Cost
(38) Florida Hospital Zephyrhills Inc

 M 369,509 Cost
(39) Memorial Hospital Flagler Inc

 M 319,075 Cost
(40) Memorial Hospital Inc

 M 72,849 Cost
(41) Metroplex Adventist Hospital Inc

 M 113,741 Cost
(42) Pasco-Pinellas Hillsborough Community Health System Inc

 M 345,942 Cost
(43) Redmond Park Hospital LLC

 M 106,312 Cost
(44) Southwest Volusia Healthcare Corporation

 M 62,705 Cost
(45) Adventist Health SystemSunbelt Inc

 N 362,963 Cost Allocation
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


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