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
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
BCheck if applicable:
CName of organization
Adventist Health SystemSunbelt 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

59-1479658
E Telephone number

G Gross receipts $ 7,116,012,244
F Name and address of principal officer:
Terry Shaw
900 Hope Way
Altamonte Springs,FL32714
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.adventhealth.com
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 1071
K Form of organization:  
L Year of formation: 1973
M State of legal domicile: FL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: Operation of 11 acute-care hospitals & related healthcare services.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 23
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 15
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 39,028
6 Total number of volunteers (estimate if necessary) ............. 6 1,704
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 20,917,635
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 2,741,992
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 104,069,888 73,184,553
9 Program service revenue (Part VIII, line 2g) ......... 6,021,551,256 6,926,914,433
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 128,778,123 59,913,880
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -1,693,372 8,764,178
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 6,252,705,895 7,068,777,044
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 25,705,251 33,705,906
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) 2,473,662,371 2,654,327,909
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,309,863,414 3,591,211,455
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,809,231,036 6,279,245,270
19 Revenue less expenses. Subtract line 18 from line 12....... 443,474,859 789,531,774
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 11,012,939,296 12,364,542,205
21 Total liabilities (Part X, line 26)............. 4,982,376,731 5,198,821,137
22 Net assets or fund balances. Subtract line 21 from line 20..... 6,030,562,565 7,165,721,068
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 (2023)
Form 990 (2023)
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 hospital 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 $ 5,607,633,847 including grants of $ 33,705,906 ) (Revenue $ 6,911,995,656 )
Operation of 11 acute care hospitals with 177,684 patient admissions, 931,164 patient days and 2,279,292 outpatient visits in the current year. In addition to hospital operations, the corporation provides medical care through a number of other activities such as urgent care centers, physician clinics, home health services, hospice services, sleep centers, wound centers, therapy and rehab.
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 expenses5,607,633,847
Form 990 (2023)
Form 990 (2023)
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 IClick to see attachment
List of Attached Documents:
// Content
.............
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 IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
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 IIIClick to see attachment
List of Attached Documents:
// Content
..
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
 
No
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
Yes
 
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 XII
Click 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. ....
17
 
No
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............
18
 
No
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
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 (2023)
Form 990 (2023)
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
 
No
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...............Click to see list of attachments
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
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 .... Click to see attachment
List of Attached Documents:
// Content
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.......................Click to see attachment
List of Attached Documents:
// Content
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 IIClick to see attachment
List of Attached Documents:
// Content
...........
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 IIIClick to see attachment
List of Attached Documents:
// Content
.........................
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......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
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..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
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
Yes
 
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
0
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 (2023)
Form 990 (2023)
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
39,028
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
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
Yes
 
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
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
Yes
 
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 (2023)
Form 990 (2023)
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
23
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
15
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
Yes
 
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
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
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:
Paul Rathbun900 Hope Way   Altamonte Springs,FL32714 (407) 357-2419
Form 990 (2023)
Form 990 (2023)
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) Allen Kimberly......................................................................
Director (Beg 12/23)
0.30
.................
1.40
X           0 10,606 0
(2) Bigalke John T......................................................................
Director
0.40
.................
1.70
X           0 42,605 0
(3) Brooks Stephen......................................................................
Director (End 9/23)
0.30
.................
1.20
X           0 5,806 0
(4) Carlson Ronald......................................................................
Director (Beg 9/23)
0.30
.................
2.10
X           0 6,128 0
(5) Cherry MD Robert A......................................................................
Director
0.40
.................
1.50
X           0 29,105 0
(6) Craig Carlos J......................................................................
Dir./Vice Chair/Secretary
0.80
.................
3.20
X           0 6,181 0
(7) Davidson James R......................................................................
Director (Beg 9/23)
0.50
.................
2.50
X           0 6,166 0
(8) Denslow Kenneth......................................................................
Dir./Vice Chair
0.80
.................
3.30
X           0 6,181 0
(9) Devore Susan D......................................................................
Director
0.30
.................
1.40
X           0 29,606 0
(10) Freedman David......................................................................
Director (End 9/23)
0.60
.................
3.00
X           0 6,166 0
(11) Freese Decker Christina......................................................................
Director (Beg 3/23)
0.30
.................
1.40
X           0 18,606 0
(12) Gabriel Garth......................................................................
Director
0.30
.................
1.10
X           0 5,806 0
(13) Grys DMin MD John......................................................................
Director
0.30
.................
1.10
X           0 5,806 0
(14) Johnson Tidjani Michelle......................................................................
Director (End 12/23)
0.30
.................
1.40
X           0 25,606 0
(15) Machado Allan......................................................................
Director (End 9/23)
0.30
.................
1.60
X           0 6,066 0
(16) Morel Jr D Min Hubert J......................................................................
Director (End 9/23)
0.50
.................
2.00
X           0 5,806 0
(17) Morgan William H......................................................................
Director
0.30
.................
1.40
X           0 0 0
Form 990 (2023)
Form 990 (2023)
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) Page John M........................................................................
Director (Beg 9/23)
0.60
.......................3.00
X           0 5,806 0
(19) Patterson Ana........................................................................
Director (Beg 9/23)
0.30
.......................1.10
X           0 5,806 0
(20) Ramirez Elden........................................................................
Director (Beg 9/23)
0.50
.......................2.00
X           0 5,806 0
(21) Rustad Gary........................................................................
Director
0.30
.......................1.60
X           0 6,306 0
(22) Sauder PhD Vinita........................................................................
Director
0.30
.......................1.10
X           0 5,806 0
(23) Scott Glynn CW........................................................................
Director (End 9/23)
0.60
.......................2.50
X           0 5,806 0
(24) Shaw EdD Kenneth........................................................................
Director (End 9/23)
0.30
.......................1.60
X           0 6,066 0
(25) Shaw Terry D........................................................................
Dir/President/AdventHealth CEO
1.00
.......................50.00
X   X       0 5,008,968 1,335,139
(26) Smith DMin PhD Ron C........................................................................
Director/Chairperson
0.80
.......................4.30
X           0 11,541 0
(27) Thurber Gary F........................................................................
Director/Chairperson
0.80
.......................4.30
X           0 6,503 0
(28) Tikker Blair........................................................................
Director
0.30
.......................1.40
X           0 29,606 0
(29) VandeVere David........................................................................
Director (Beg 9/23)
0.60
.......................3.50
X           0 6,128 0
(30) Werner Thomas L........................................................................
Director
0.30
.......................2.10
X           0 6,835 0
(31) Haffner PhD Randall........................................................................
Group CEO FL & Clinical
1.00
.......................50.00
    X       0 2,445,711 205,401
(32) Rathbun Paul C........................................................................
AdventHealth CFO
1.00
.......................50.00
    X       0 2,658,136 503,993
(33) Adams Brian........................................................................
CEO AH Central FL Division
50.00
.......................1.00
      X     0 1,225,857 183,603
(34) Deininger Robert........................................................................
CEO AH Central FL Market
50.00
.......................0.00
      X     0 897,194 139,020
(35) Edris Tricia........................................................................
Chief Innovation & Partnership Off.
50.00
.......................0.00
      X     0 820,052 106,072
(36) Finkler MD Neil........................................................................
Chief Clncl Off. AH Central FL (End 7/23)
50.00
.......................0.00
      X     0 838,204 40,818
(37) Goodman Todd........................................................................
Group CFO FL & Clinical
1.00
.......................50.00
      X     0 1,595,485 187,885
(38) Harcombe Douglas........................................................................
CEO AH South FL Market
50.00
.......................0.00
      X     0 808,582 128,222
(39) Herrera MD Victor........................................................................
Chief Clinical Off. AH Central FL Div.
50.00
.......................0.00
      X     0 679,252 153,303
(40) Hilliard Douglas........................................................................
CFO AH Central FL Division
50.00
.......................0.00
      X     0 967,544 131,368
(41) Jimenez Kristin........................................................................
Chief Strategy Officer, AH Central FL
50.00
.......................0.00
      X     0 674,834 101,645
(42) Johnson Linnette........................................................................
Chief Clinical Operations Off. AH Central FL
50.00
.......................0.00
      X     0 603,590 115,147
(43) Mckinney Jillyan........................................................................
CEO, AHMG & Ambulatory Serv. Central FL Div.
50.00
.......................0.00
      X     0 647,906 121,514
(44) Moorhead Sheryl........................................................................
Chief People Off. AH Central FL Div.
50.00
.......................0.00
      X     0 805,412 26,972
(45) Stankiewicz Catherine........................................................................
CNO AH Central FL Division
50.00
.......................0.00
      X     0 563,768 89,519
(46) Thompson Michael........................................................................
CEO IHS Central FL Div-South Region
50.00
.......................0.00
      X     0 1,343,101 144,054
(47) Vargas Karilynn........................................................................
CEO AH NW Market Central FL
50.00
.......................0.00
      X     0 652,279 103,484
(48) Bellam MD Naveen........................................................................
Physician-Cardiologist/Transplant
75.00
.......................0.00
        X   1,025,509 0 53,541
(49) Bogar MD Linda........................................................................
Physician - Heart Transplant
75.00
.......................0.00
        X   1,069,030 0 46,687
(50) Davis JrMD Robert Duane........................................................................
Physician/Medical Director
50.00
.......................0.00
        X   2,611,260 0 25,398
(51) Silvestry MD Scott........................................................................
Phy/Dir AH Thoracic Transplant
85.00
.......................0.00
        X   2,155,348 0 49,818
(52) Zeeshan MD Ahmad........................................................................
Physician - Heart Transplant
85.00
.......................0.00
        X   1,120,901 0 37,268
(53) Bradley Kenneth W........................................................................
Former Key Employee
0.00
.......................50.00
          X 0 204,129 27,352
(54) Cook Timothy........................................................................
Former Key Employee
0.00
.......................50.00
          X 0 748,120 111,566
(55) Moorhead MD David........................................................................
Former Key Employee
0.00
.......................50.00
          X 0 1,879,026 27,212
(56) Owen Terry R........................................................................
Former Key Employee
0.00
.......................0.00
          X 0 140,310 0
(57) Spenst Brett........................................................................
Former Key Employee
0.00
.......................50.00
          X 0 956,760 35,847
(58) Villanueva Jeffrey........................................................................
Former Key Employee
50.00
.......................0.00
          X 0 829,625 112,410
(59) Wandersleben Jennifer........................................................................
Former Key Employee
0.00
.......................50.00
          X 0 1,220,343 161,468
(60) Zbaraschuk Amy........................................................................
Former Key Employee
40.00
.......................10.00
          X 0 1,515,552 111,230
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 7,982,048 31,048,001 4,616,956
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 4,802
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
Yes
 
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
Brasfield & Gorrie LLC

2999 Circle 75 Parkway Ste 100
Atlanta,GA30339
Construction Services 40,491,565
AMN Healthcare Inc

8840 Cypress Waters Blvd Ste 300
Dallas,TX75019
Healthcare Staffing 29,010,607
Brown Parker & Demarinis Advertising Inc

PO Box 932011
Atlanta,GA31193
Marketing Services 17,131,924
AYA Healthcare Inc

PO Box 123519 Dept 3519
Dallas,TX75312
Healthcare Staffing 16,560,037
Rothman Orthopaedics of Florida PLLC

925 Chestnut Street 5th Floor
Philadelphia,PA19107
Medical Services 15,720,266
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 606
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 10,287,188
e Government grants (contributions)1e 62,474,448
f All other contributions, gifts, grants, and similar amounts not included above1f 422,917
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 73,184,553
 Program Service RevenueAmt Business Code
2a Patient Revenue 622110 6,820,317,731 6,806,809,442 13,508,289  
b Rent from Exempt Affiliates 622110 27,134,428 27,134,428    
c Cafeteria/Vending Revenue 622110 20,451,318 20,253,912 197,406  
d Research - Disease Related 622110 18,305,730 18,305,730    
e Laundry 622110 12,707,594 12,642,557 65,037  
f All other program service revenue. 27,997,632 20,904,054 7,093,578  
g Total. Add lines 2a–2f ..... 6,926,914,433
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 97,544,490     97,544,490
4 Income from investment of tax-exempt bond proceeds        
5 Royalties........... 140,733     140,733
(i) Real (ii) Personal
6a Gross rents 6a 4,337,471 21,467
b Less: rental expenses 6b 1,671,715 9,311
c Rental income or (loss) 6c 2,665,756 12,156
d Net rental income or (loss)....... 2,677,912     2,624,587
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a   7,923,564
b Less: cost or other basis and sales expenses 7b 44,183,579 1,370,595
c Gain or (loss) 7c -44,183,579 6,552,969
d Net gain or (loss)......... -37,630,610     -37,630,610
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
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 Equity earnings (losses) from tax 622110 7,926,441 7,926,441    
b Investment in tax-exempt Sub 622110 -1,980,908 -1,980,908    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 5,945,533
12 Total revenue. See instructions..... 7,068,777,044 6,911,995,656 20,917,635 62,679,200
Form 990 (2023)
Form 990 (2023)
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 .... 31,599,546 31,599,546
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 2,106,360 2,106,360
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 15,414,153   15,414,153  
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........ 1,971,579,154 1,944,532,317 27,046,837  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 73,487,603 72,092,679 1,394,924  
9 Other employee benefits ....... 443,841,832 426,505,654 17,336,178  
10 Payroll taxes ........... 150,005,167 147,155,987 2,849,180  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 20,614,059   20,614,059  
c Accounting ........... 1,086,295   1,086,295  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 15,409,093   15,409,093  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 993,603,077 739,996,371 253,606,706  
12 Advertising and promotion .... 57,494,848   57,494,848  
13 Office expenses ....... 111,175,726 82,929,640 28,246,086  
14 Information technology ...... 267,430,474 244,778,971 22,651,503  
15 Royalties ..        
16 Occupancy ........... 145,835,022 145,835,022    
17 Travel ............ 7,942,980 436,481 7,506,499  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 8,524,748   8,524,748  
20 Interest ........... 65,148,210 65,148,210    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 263,226,960 263,226,960    
23 Insurance ... 49,782,397 46,478,981 3,303,416  
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 Medical Supplies 998,835,446 998,835,446    
b Assessments 268,245,527 268,245,527    
c Repairs/Maintenance 98,459,104 98,459,104    
d Unrelated Business Inco 1,039,253   1,039,253  
e All other expenses 217,358,236 29,270,591 188,087,645  
25 Total functional expenses. Add lines 1 through 24e 6,279,245,270 5,607,633,847 671,611,423 0
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 (2023)
Form 990 (2023)
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 ........ 94,153 1 87,125
2 Savings and temporary cash investments ......... 3,635,731,209 2 4,423,967,171
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 904,155,025 4 929,927,583
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 ...........   7  
8 Inventories for sale or use ............ 143,584,990 8 120,253,504
9 Prepaid expenses and deferred charges ...... 67,823,674 9 44,219,233
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,387,337,923
b Less: accumulated depreciation 10b 3,144,502,201 3,291,607,247 10c 3,242,835,722
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 15,329,096 12 13,448,188
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 19,316,664 14 16,229,521
15 Other assets. See Part IV, line 11 ........... 2,935,297,238 15 3,573,574,158
16 Total assets. Add lines 1 through 15 (must equal line 33)... 11,012,939,296 16 12,364,542,205
Liabilities 17 Accounts payable and accrued expenses ..... 425,717,506 17 453,339,356
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities ......... 3,920,808,527 20 4,083,821,014
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 635,850,698 25 661,660,767
26 Total liabilities. Add lines 17 through 25.. 4,982,376,731 26 5,198,821,137
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 .......... 6,030,281,108 27 7,165,437,611
28 Net assets with donor restrictions ........... 281,457 28 283,457
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 ........... 6,030,562,565 32 7,165,721,068
33 Total liabilities and net assets/fund balances ........ 11,012,939,296 33 12,364,542,205
Form 990 (2023)
Form 990 (2023)
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
7,068,777,044
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
6,279,245,270
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
789,531,774
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
6,030,562,565
5
Net unrealized gains (losses) on investments ...............
5
254,910,852
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
90,715,877
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
7,165,721,068
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
Yes
 
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
Yes
 
Form 990 (2023)
Form 990 (2023)
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
2023
Open to Public
Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
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
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
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
 
15
15
 
16a
33 1/3% support test—2023. 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—2022. 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—2023. 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—2022. 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) 2023

Schedule A (Form 990) 2023
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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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-2023. 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—2022. 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) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
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) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
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
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
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 2023 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-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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) 2023


Additional Data


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




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
Special Rules
......... Arrow Bullet $  
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Adventist Health SystemSunbelt Inc
 
Employer identification number
59-1479658
Part I
Contributors
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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
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) (2023)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........right arrow

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
114,221
j
Total. Add lines 1c through 1i ....................................................................................................
114,221
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Part II-B, Line 1: The corporation paid dues to the American Hospital Association and the Florida Hospital Association who use a portion of the dues to conduct lobbying activities.
Schedule C (Form 990) 2022


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
2022
Open to Public Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
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 .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
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) 2022

Schedule D (Form 990) 2022
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 .... 33,020,094 24,054,814 21,835,332 21,191,508 20,471,913
b Contributions ... 509,929 372,177   50,000 50,000
c Net investment earnings, gains, and losses 750,734 1,470,505 1,243,055 1,226,267 1,196,289
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
1,909,084 1,667,805 73,573 632,443 526,694
f Administrative expenses ....          
g End of year balance ...... 32,371,673 24,229,691 23,004,814 21,835,332 21,191,508
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow88.350 %
b
Permanent endowment right arrow11.650 %
c
Term endowment right arrow0 %
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)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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 .....   313,518,141 313,518,141
b Buildings ....   2,421,586,744 936,467,772 1,485,118,972
c Leasehold improvements        
d Equipment ....   3,362,158,260 2,139,027,635 1,223,130,625
e Other .....   290,074,778 69,006,794 221,067,984
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 3,242,835,722
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
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)Due From Related/Affiliated Entities 95,640,837
(2)Funds Held in Trust -394,465
(3)Long-term Investments 572,731,600
(4)Other Current Receivables 289,345,740
(5)Other Non-Current Assets 412,240,149
(6)Receivable - Interco Alloc of Tax-Exempt Bond Proceeds 1,870,213,873
(7)Receivable from Third Party 333,796,424
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 3,573,574,158
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/Affiliated Entities 183,847,261
Notes and Loans Payable 24,404
Other Current Liabilities 140,570,622
Other Non-Current Liabilities 231,049,661
Payable to Third Party 106,168,819




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 661,660,767
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) 2022

Schedule D (Form 990) 2022
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: All endowment funds are held by related 501(c)(3) exempt foundations. These endowment funds have been established for a variety of purposes in support of related tax-exempt hospitals. All of the foundation'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, Columns (b), (c), and (d) - Explanation for Change from 2022 Reporting: The endowment funds of the filing organization are held in a related Foundation. The presentation for the prior three years has been adjusted to agree to the endowment footnote in the Foundation's audited financial statements for those years. The following explanations represent adjustments made in the Foundation's audit for the years in question. Part V, line 1a, column (a) Current 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 (b) prior year - 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 current year provision for federal and state income tax for the year ended December 31, 2023 is approximately $1,140. There was no current year tax provision for the year ended December 31, 2022 due to the utilization of net operating loss carryforwards in 2022. 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, 2023 and 2022.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
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
2023
Open to Public Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
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   1,107,339
Central America and the Caribbean 0 0 Meetings   4,748
Central America and the Caribbean 0 0 Program Services Supplies and resources 15,427
East Asia and the Pacific 0 0 Grantmaking   212,807
East Asia and the Pacific 0 0 Meetings   11,458
East Asia and the Pacific 0 0 Program Services Supplies and resources 13,359
Europe (including Iceland and Greenland) 0 0 Grantmaking   500
Europe (including Iceland and Greenland) 0 0 Meetings   9,533
Middle East and North Africa 0 0 Grantmaking   22,225
North America (which includes Canada and Mexico, but not the U.S.) 0 0 Grantmaking   94,277
North America (which includes Canada and Mexico, but not the U.S.) 0 0 Program Services Transportation Expenses 10,800
Russia and Neighboring States 0 0 Grantmaking   68,042
South America 0 0 Grantmaking   360,021
South America 0 0 Meetings   2,315
South America 0 0 Program Services Transportation Expenses 15,804
South Asia 0 0 Grantmaking   50,000
Sub-Saharan Africa 0 0 Grantmaking   191,148
Sub-Saharan Africa 0 0 Program Services Supplies and resources 1,150
3a Sub-total .... 0 0 1,375,171
b Total from continuation sheets to Part I ... 0 0 815,782
c Totals (add lines 3a and 3b) 0 0 2,190,953
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
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)
Russia and Neighboring States General Support 68,042 Electronic Funds 0   Book
East Asia and the Pacific General Support/Medical Supplies or Equipment 82,696 Electronic Funds 130,111 Medical Supplies/ Equipment Book/FMV
Central America and the Caribbean General Support/Medical Supplies or Equipment 41,860 Electronic Funds 315,065 Medical Supplies/ Equipment Book/FMV
Central America and the Caribbean Medical Supplies or Equipment 0   6,230 Medical Supplies FMV
South America General Support 77,500 Electronic Funds 0   Book
South America General Support/Medical Supplies or Equipment 48,277 Electronic Funds 7,000 Medical Equipment Book/FMV
Central America and the Caribbean Medical Supplies or Equipment 0   7,950 Medical Equipment FMV
Central America and the Caribbean General Support/Medical Supplies or Equipment 67,811 Electronic Funds 39,308 Medical Supplies Book/FMV
South America General Support/Medical Supplies or Equipment 44,400 Electronic Funds 3,200 Medical Equipment Book/FMV
South America General Support/Medical Supplies or Equipment 50,000 Electronic Funds 68,922 Medical Supplies/ Equipment Book/FMV
Central America and the Caribbean Medical Supplies or Equipment 0   15,250 Medical Supplies FMV
Sub-Saharan Africa Medical Supplies or Equipment 0   12,849 Medical Supplies FMV
South America Medical Supplies or Equipment 0   31,393 Medical Supplies/ Equipment FMV
Central America and the Caribbean General Support 330,615 Electronic Funds 0   Book
North America (which includes Canada and Mexico, but not the U.S.) Medical Supplies or Equipment 0   16,388 Medical Supplies/ Equipment FMV
Central America and the Caribbean General Support/Medical Supplies or Equipment 108,410 Electronic Funds 23,928 Medical Supplies/ Equipment Book/FMV
North America (which includes Canada and Mexico, but not the U.S.) General Support 9,040 Electronic Funds 0   Book
South America Medical Supplies or Equipment 0   11,000 Medical Supplies FMV
Central America and the Caribbean Medical Supplies or Equipment 0   19,175 Medical Supplies FMV
Sub-Saharan Africa General Support 154,450 Electronic Funds 0   Book
North America (which includes Canada and Mexico, but not the U.S.) Medical Supplies or Equipment 0   67,475 Medical Supplies FMV
Sub-Saharan Africa Medical Supplies or Equipment 0   9,700 Medical Supplies FMV
Sub-Saharan Africa Medical Supplies or Equipment 0   7,306 Medical Supplies FMV
Sub-Saharan Africa Medical Supplies or Equipment 0   5,343 Medical Supplies FMV
Central America and the Caribbean Medical Supplies or Equipment 0   114,700 Medical Equipment FMV
South Asia General Support 50,000 Electronic Funds 0   Book
Middle East and North Africa Medical Supplies or Equipment 0   21,400 Medical Supplies FMV
South America Medical Supplies or Equipment 0   12,450 Medical Equipment FMV
Central America and the Caribbean Medical Supplies or Equipment 0   5,585 Medical Supplies FMV
Central America and the Caribbean Medical Supplies or Equipment 0   5,327 Medical Supplies FMV
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
30
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 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) 2023
Schedule F (Form 990) 2023
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) 2023
Schedule F (Form 990) 2023
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 generally non-cash donations of medical equipment and supplies to assist foreign health care providers in fulfilling their mission of providing health care services to the populations they serve. The foreign health care providers are often hospitals and/or clinics operated and/or sponsored by or affiliated with the Seventh-Day Adventist Church. The foreign hospitals/clinics may be located in remote and/or underserved villages and townships of developing countries. Grants are typically made to other U.S. charitable organizations or foreign entities recognized as charitable by the foreign country in which they are located. As a result of the nature of the grants as non-cash medical equipment and supplies and the fact 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) 2023
Additional Data


Software ID:  
Software Version:  



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
No
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    218,883,841   218,883,841 3.490 %
b Medicaid (from Worksheet 3, column a) . . . . .     981,296,340 702,269,573 279,026,767 4.440 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     1,200,180,181 702,269,573 497,910,608 7.930 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     60,899,072 11,930 60,887,142 0.970 %
f Health professions education (from Worksheet 5) . . .     56,737,855 11,390,938 45,346,917 0.720 %
g Subsidized health services (from Worksheet 6) . . . .            
h Research (from Worksheet 7) .     8,581,673 6,601,287 1,980,386 0.030 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     29,554,878   29,554,878 0.470 %
j Total. Other Benefits . .     155,773,478 18,004,155 137,769,323 2.190 %
k Total. Add lines 7d and 7j .     1,355,953,659 720,273,728 635,679,931 10.120 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy     36,303,645 15,667,990 20,635,655 0.330 %
8 Workforce development     0 0    
9 Other     356,364   356,364 0.010 %
10 Total     36,660,009 15,667,990 20,992,019 0.340 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
211,900,425
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
36,225,619
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
815,404,593
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
965,118,427
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-149,713,834
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
11 M&O Orlando MOB I LLC
 
Manage & lease medical office building 82.150 % 0 % 12.850 %
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?3Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 AdventHealth Orlando & Campuses
601 E Rollins Street
Orlando,FL32803
www.adventhealth.com/hospital/adventhe
4369
X X X X   X X   9 Off-site EDs A
2 AdventHealth Sebring & Lake Placid
4200 Sun N Lake Blvd
Sebring,FL33825
www.adventhealth.com/hospital/adventhe
4171
X X         X     A
3 AdventHealth Wauchula
735 S 5th Avenue
Wauchula,FL33873
www.adventhealth.com/hospital/adventhe
4239
X X     X   X     A
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 22
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 23
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): See Part V, Page 8
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
See Part V, Page 8
b
See Part V, Page 8
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
Facility Reporting Group - A
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
Part V, Section B Facility Reporting Group A
Facility Reporting Group A consists of: - Facility 1: AdventHealth Orlando & Campuses, - Facility 2: AdventHealth Sebring & Lake Placid, - Facility 3: AdventHealth Wauchula
Facility Reporting Group - A Part V, Section B, line 5: See Line 5 footnote below.
Facility Reporting Group - A Part V, Section B, line 7d: See Line 7d footnote below.
Facility Reporting Group - A Part V, Section B, line 11: See Line 11 footnote below.
Part V, Section B, Line 5: Facility Reporting Group - AAdventHealth Orlando & CampusesIn 2023, Adventist Health System/Sunbelt, Inc. owned and operated eight hospital campuses under a single hospital license in the greater Orlando, Florida area. The eight separate campuses operate under the following dba names: AdventHealth Altamonte Springs, AdventHealth Apopka, AdventHealth Celebration, AdventHealth East Orlando, AdventHealth Kissimmee, AdventHealth Orlando, AdventHealth Winter Garden, and AdventHealth Winter Park (the Hospitals). These eight hospitals comprise the AdventHealth Central Florida Division South (CFD-South). The CFD-South conducted its 2022 Community Health Needs Assessment (CHNA) as a collaborative process with the Central Florida Collaborative (CFC), which included hospital systems, behavior health providers and federally qualified health centers (FQHCs) in Orange, Seminole, Lake and Osceola Counties (these four counties would be considered the Greater Orlando area), as well as the Florida Department of Health in Orange, Seminole, Lake, and Osceola Counties. The primary and secondary data collected by the CFC was utilized by the CFD-South Hospitals to prioritize the top health care needs that would be addressed in the 2022-2024 CHNA. To ensure that input was received from organizations representing low-income, minority, and other underserved populations, the CFC created a team of Equity Champions composed of ten individuals or organizations that represented multiracial or other minority communities. The Equity Champions included organizations and individuals from the Black/African American community and Hispanic/Latino/Spanish language speakers community, the LGBTQ+ community, and from members of the community of people living with disabilities (including HIV/AIDS), people experiencing homelessness, immigrants/migrant workers, faith-based communities, inmates, and members of the veteran community. Primary data gathering included Equity Champions Diversity Group Outreach, Stakeholder one-to-one interviews, and focus group discussions. The CFC conducted a broad-based community survey among residents of Orange, Seminole, Lake, and Osceola Counties. The surveys were conducted from December 29, 2021, to February 22, 2022 and were conducted online and in paper and offered in five languages, with approximately 4,000 community members. The survey instrument included topic areas that emerged from secondary data analysis, literature reviews of existing documents, initial qualitative research, and other early-stage research activities.One-to-one interviews were conducted with key community stakeholders, policymakers, and local residents. Interviews were conducted between October 29, 2021, and January 31, 2022. Most of the 105 interviews lasted approximately 20-30 minutes, although a few continued for over an hour. In addition to interviews and the survey, 30 focus group discussions were held from October of 2021 through February of 2022. In total there were approximately 250 participants and included the following community organizations: PCAN, Health and Hunger Task Force, Creating a Resilient Community Network, Black Nurses Rock, True Health FQHC, the Center for Independent Living, the Mayors Council for mental and behavioral health, the Seminole County Opioid Council, the Healthy Seminole Collaborative, and the Children's Cabinet.**see continuation of footnote
Part V, Section B, Line 5 Continuation of Footnote: Facility Reporting Group - AAdventHealth Sebring & Lake Placid:Adventist Health System/Sunbelt, Inc. owns and operates a 171-bed hospital located in Highlands County, Florida. The hospital does business under the name of AdventHealth Sebring (AH Sebring). The primary service area of AH Sebring includes six zip codes across Highlands, Hardee and a small piece of Polk Counties. Adventist Health System/Sunbelt, Inc. owns and operates a 33-bed hospital located in Highlands County, Florida. The hospital does business under the name of AdventHealth Lake Placid (AH Lake Placid). The primary service area of AH Lake Placid includes five zip codes across Highlands and Hardee Counties. In conducting its 2022 Community Health Needs Assessment (CHNA), AH Sebring & Lake Placid solicited input directly from the community and from individuals who represent the broad interests of the community, including medically underserved, low-income and minority community members. AH Sebring & Lake Placid conducted their 2022 CHNAs from July to November of 2022. AH Sebring & Lake Placid partnered with the Florida Department of Health in Highlands County and in Hardee County to complete the community health needs assessment. AH Sebring & Lake Placid, in collaboration with the Departments of Health in Highlands and Hardee Counties, collected input directly from the community and from community stakeholders through a community survey and focus groups. Community surveys were made available to anyone in the community and were provided in three languages and were accessible through weblinks and QR codes. Five focus groups were held with community stakeholders specifically representing Black/African Americans, Hispanic/Latinos, Older Adults, and Parents of Pediatric Children. AH Sebring & Lake Placid also formed a Community Health Needs Assessment Committee (CHNAC) that included representatives from organizations that serve low-income, low-access individuals and communities. The purpose of the CHNAC was to select the needs the Hospitals would address from the findings in the community health needs assessment. Key CHNAC members that represented low-income and underserved populations were from the following organizations: Central Florida Area Health Education Center, Central Florida Health Care, Champion for Children Foundation, Drug Free Hardee, the Department of Health in Hardee County, the Department of Health in Highlands County, Hardee Help Center, Healthy Families Highlands County, Healthy Start Coalition of Hardee, Highlands, and Polk County, Heartland Core Wellness, Heartland Regional Transportation Planning Organization, Heartland Rural Health Network, the Highlands County Board of County Commissioners, Highlands County Veteran Services Office, Nu-Hope Elder Care Services, Peace River Center, Redlands Christian Migrant Association, Samaritan's Touch Care Center, South Florida State College, the Ruth E. Handley Children's Advocacy Center, Tri-County Human Services, and the United Way of Central Florida. AdventHealth Wauchula:Adventist Health System/Sunbelt, Inc. owns and operates a 25-bed critical access hospital located in Hardee County, Florida. The hospital does business under the name of AdventHealth Wauchula (AH Wauchula). The primary service area of AH Wauchula includes three zip codes across mainly Hardee County and a small part of Polk County. In conducting its 2022 Community Health Needs Assessment (CHNA), AH Wauchula solicited input directly from the community and from individuals who represent the broad interests of the community, including medically underserved, low-income and minority community members. AH Wauchula conducted its 2022 CHNA from July to November of 2022. AH Wauchula partnered with the Florida Department of Health in Highlands County and in Hardee County to complete the community health needs assessment. AH Wauchula, in collaboration with the Departments of Health in Highlands and Hardee Counties, collected input directly from the community and from community stakeholders through a community survey and focus groups. Community surveys were made available to anyone in the community and were provided in three languages and were accessible through weblinks and QR codes. Five focus groups were held with community stakeholders specifically representing Black/African Americans, Hispanic/Latinos, Older Adults, and Parents of Pediatric Children. AH Wauchula also formed a Community Health Needs Assessment Committee (CHNAC) that included representatives from organizations that serve low-income, low-access individuals and communities. The purpose of the CHNAC was to select the needs the Hospital would address from the findings in the community health needs assessment. Key CHNAC members that represented low-income and underserved populations were from the following organizations: Central Florida Area Health Education Center, Central Florida Health Care, Champion for Children Foundation, Drug Free Hardee, the Department of Health in Hardee County, the Department of Health in Highlands County, Hardee Help Center, Healthy Families Highlands County, Healthy Start Coalition of Hardee, Highlands, and Polk County, Heartland Core Wellness, Heartland Regional Transportation Planning Organization, Heartland Rural Health Network, the Highlands County Board of County Commissioners, Highlands County Veteran Services Office, Nu-Hope Elder Care Services, Peace River Center, Redlands Christian Migrant Association, Samaritan's Touch Care Center, South Florida State College, the Ruth E. Handley Children's Advocacy Center, Tri-County Human Services, and the United Way of Central Florida.
Part V, Section B, Line 7a: Each hospital facility's CHNA report was made widely available through the following websites: Facility 1 -- AdventHealth Hospital Orlando & Campuseshttps://www.adventhealth.com/community-health-needs-assessments Facility 2 -- AdventHealth Sebring & Lake Placidhttps://www.adventhealth.com/community-health-needs-assessments Facility 3 -- AdventHealth Wauchulahttps://www.adventhealth.com/community-health-needs-assessments
Part V, Section B, Line 7d: Facility Reporting Group - AThe Hospital facilities have adopted a policy that addresses the public posting requirements of the Community Health Needs Assessment. Under this policy, the Community Health Needs Assessment Reports must be posted on the Hospitals' websites at least until the date the hospital facilities have made widely available on its websites its two subsequent Community Health Needs Assessment Reports. The Hospitals will also make a paper copy of its Community Health Needs Assessment Report available for public inspection upon request and without charge, at least until the date the hospital facilities have made available for public inspection its two subsequent Community Health Needs Assessment Reports.
Part V, Section B, Line 10a: Each hospital facility's most recently adopted implementation strategy was made widely available through the following websites: Facility 1 -- AdventHealth Hospital Orlando & Campuseshttps://www.adventhealth.com/community-health-needs-assessments Facility 2 -- AdventHealth Sebring & Lake Placidhttps://www.adventhealth.com/community-health-needs-assessments Facility 3 -- AdventHealth Wauchulahttps://www.adventhealth.com/community-health-needs-assessments
Part V, Section B, Line 11: Group A-Facility 1 -- AdventHealth OrlandoDescription of CHNA Significant NeedsAdventist Health System/Sunbelt, Inc. d/b/a AdventHealth Orlando will be referred to in this document as AdventHealth Orlando or "the Hospital." The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023 - 2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth Orlando worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below:1. Enhance Mental Health Outreach2. Social Determinant of Health: Workforce Development Priority 1: Enhance Mental Health Outreach 2022 Description of the Priority: Mental health outreach and treatment were identified as top needs from the CHNA. This includes mental health crisis services and community awareness of available resources, mental health outpatient services capacity, behavioral health outpatient services for children, mental health inpatient bed capacity, mental health and substance use disorder transition care for inmates being released from jail, and mental health stigma reduction. There is a growing need in Orange, Osceola and Seminole County to increase the available resources addressing mental health needs. 2023 Update: Goal 1.1: Expand access to mental health services for community members by partnering with faith and community partners. Objective 1.1.1: By the end of year 1, establish a Community Resource Spot in Osceola County to ensure access within the hospital service area. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Community Resource Spot: Definition and Function: A Community Resource Spot is a designated area within a community health framework that serves as a central hub for accessing a variety of resources and services aimed at supporting the health and well-being of community members. Community Resource Spot Purpose: The primary purpose of the Community Resource Spot is to provide easily accessible, comprehensive support to individuals and families, addressing a wide range of needs such as health care, social services, education, and community engagement. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.2: By the end of year 3, increase the mental health programming available to residents in Orange, Osceola and Seminole county through the Community Resource Spots. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.3: By the end of year 3, increase percentage of funding provided to partners who actively support mental health outreach and treatment by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The RFP grant cycle is in its final stage to select the new grant partners with a focus on mental health. Objective 1.4: Increase the number of area mental health nonprofit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's (WHH) Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 30 from a baseline of 19. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Objective 1.5: By the end of year 3, increase the closed loop referrals in the Whole Health Hub community resource network for mental health services and preventative programming in Whole Health Hub to 25% from baseline of 13%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth OrlandoDescription of CHNA Significant Needs Continued Priority 2: Social Determinants of Health Workforce Development 2022 Description of the Priority: According to the CDC, social determinants of health (SDOH) are the conditions in the places where people live, learn, work and play that affect a wide range of health risks and outcomes. Social determinants of health are increasingly seen as the largest contributing factor to health inequities in communities throughout the country. Based on the significance of need and available resources, the Hospitals will address social determinants of health with a focus on workforce as the Hospital believes that initially focusing on community workforce development will reduce housing burden and address other priorities identified, such as increasing access to care and mental health. 2023 Update: Goal 2.1: Increase support for career training and education programs. Objective 2.1.1: By the end of year 3, increase percentage of funding provided to partners who actively support community workforce training and education opportunities by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The 2024 3C social determinant of health priority will be Workforce Development. More updates will come in 2024. The Collaborative Community Council (3C), a subcommittee of the AdventHealth Orlando Board of Directors, funds projects identified in the Community Health Needs Assessment (CHNA). Managed by AdventHealth Orlando, we partner with community organizations to create impactful solutions that enhance community health and reduce preventable medical costs. Our focus includes addressing the Social Determinants of Health (SDOH) to improve overall quality and longevity of life. Objective 2.1.2: Increase the number of area workforce development non-profit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 12 from a baseline of 5. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Priorities Not Addressed by the Hospital: The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed. 1. Health Care Access and Quality: This need was not chosen as a priority because the Hospital is already collaborating with several partners in the community and has launched several initiatives designed to address Health Care Access and Quality.
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth CelebrationDescription of CHNA Significant Needs Adventist Health System/Sunbelt, Inc. d/b/a AdventHealth Celebration will be referred to in this document as AdventHealth Celebration or "the Hospital". The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023 - 2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth Celebration worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below:1. Enhance Mental Health Outreach2. Social Determinant of Health: Workforce Development Priority 1: Enhance Mental Health Outreach 2022 Description of the Priority: Mental health outreach and treatment were identified as top needs from the CHNA. This includes mental health crisis services and community awareness of available resources, mental health outpatient services capacity, behavioral health outpatient services for children, mental health inpatient bed capacity, mental health and substance use disorder transition care for inmates being released from jail, and mental health stigma reduction. There is a growing need in Orange, Osceola and Seminole County to increase the available resources addressing mental health needs. 2023 Update: Goal 1.1: Expand access to mental health services for community members by partnering with faith and community partners. Objective 1.1.1: By the end of year 1, establish a Community Resource Spot in Osceola County to ensure access within the hospital service area. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Community Resource Spot: Definition and Function: A Community Resource Spot is a designated area within a community health framework that serves as a central hub for accessing a variety of resources and services aimed at supporting the health and well-being of community members. Community Resource Spot Purpose: The primary purpose of the Community Resource Spot is to provide easily accessible, comprehensive support to individuals and families, addressing a wide range of needs such as health care, social services, education, and community engagement. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.2: By the end of year 3, increase the mental health programming available to residents in Orange, Osceola and Seminole county through the Community Resource Spots. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.3: By the end of year 3, increase percentage of funding provided to partners who actively support mental health outreach and treatment by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The RFP grant cycle is in its final stage to select the new grant partners with a focus on mental health. Objective 1.4: Increase the number of area mental health nonprofit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's (WHH) Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 30 from a baseline of 19. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Objective 1.5: By the end of year 3, increase the closed loop referrals in the Whole Health Hub community resource network for mental health services and preventative programming in Whole Health Hub to 25% from baseline of 13%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth CelebrationDescription of CHNA Significant Needs Continued Priority 2: Social Determinants of Health - Workforce Development 2022 Description of the Priority: According to the CDC, social determinants of health (SDOH) are the conditions in the places where people live, learn, work and play that affect a wide range of health risks and outcomes. Social determinants of health are increasingly seen as the largest contributing factor to health inequities in communities throughout the country. Based on the significance of need and available resources, the Hospitals will address social determinants of health with a focus on workforce as the Hospital believes that initially focusing on community workforce development will reduce housing burden and address other priorities identified, such as increasing access to care and mental health. 2023 Update: Goal 2.1: Increase support for career training and education programs. Objective 2.1.1: By the end of year 3, increase percentage of funding provided to partners who actively support community workforce training and education opportunities by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The 2024 3C social determinant of health priority will be Workforce Development. More updates will come in 2024. The Collaborative Community Council (3C), a subcommittee of the AdventHealth Orlando Board of Directors, funds projects identified in the Community Health Needs Assessment (CHNA). Managed by AdventHealth Orlando, we partner with community organizations to create impactful solutions that enhance community health and reduce preventable medical costs. Our focus includes addressing the Social Determinants of Health (SDoH) to improve overall quality and longevity of life. Objective 2.1.2: Increase the number of area workforce development non-profit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 12 from a baseline of 5. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Priorities Not Addressed by the Hospital:The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed. 1. Health Care Access and Quality: This need was not chosen as a priority because the Hospital is already collaborating with several partners in the community and has launched several initiatives designed to address Health Care Access and Quality.
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth Altamonte SpringsDescription of CHNA Significant Needs Adventist Health System/Sunbelt, Inc. d/b/a AdventHealth Altamonte Springs will be referred to in this document as AdventHealth Altamonte Springs or "the Hospital". The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023 - 2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth Altamonte Springs worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below:1. Enhance Mental Health Outreach2. Social Determinant of Health: Workforce Development Priority 1: Enhance Mental Health Outreach 2022 Description of the Priority: Mental health outreach and treatment were identified as top needs from the CHNA. This includes mental health crisis services and community awareness of available resources, mental health outpatient services capacity, behavioral health outpatient services for children, mental health inpatient bed capacity, mental health and substance use disorder transition care for inmates being released from jail, and mental health stigma reduction. There is a growing need in Orange, Osceola, and Seminole County to increase the available resources addressing mental health needs. 2023 Update: Goal 1.1: Expand access to mental health services for community members by partnering with faith and community partners. Objective 1.1.1: By the end of year 1, establish a Community Resource Spot in Osceola County to ensure access within the hospital service area. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Community Resource Spot: Definition and Function: A Community Resource Spot is a designated area within a community health framework that serves as a central hub for accessing a variety of resources and services aimed at supporting the health and well-being of community members. Community Resource Spot Purpose: The primary purpose of the Community Resource Spot is to provide easily accessible, comprehensive support to individuals and families, addressing a wide range of needs such as health care, social services, education, and community engagement. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.2: By the end of year 3, increase the mental health programming available to residents in Orange, Osceola, and Seminole county through the Community Resource Spots. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.3: By the end of year 3, increase percentage of funding provided to partners who actively support mental health outreach and treatment by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The RFP grant cycle is in its final stage to select the new grant partners with a focus on mental health. Objective 1.4: Increase the number of area mental health nonprofit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's (WHH) Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 30 from a baseline of 19. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Objective 1.5: By the end of year 3, increase the closed loop referrals in the Whole Health Hub community resource network for mental health services and preventative programming in Whole Health Hub to 25% from baseline of 13%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth Altamonte SpringsDescription of CHNA Significant Needs Continued Priority 2: Social Determinants of Health - Workforce Development 2022 Description of the Priority: According to the CDC, social determinants of health (SDOH) are the conditions in the places where people live, learn, work, and play that affect a wide range of health risks and outcomes. Social determinants of health are increasingly seen as the largest contributing factor to health inequities in communities throughout the country. Based on the significance of need and available resources, the Hospitals will address social determinants of health with a focus on workforce as the Hospital believes that initially focusing on community workforce development will reduce housing burden and address other priorities identified, such as increasing access to care and mental health. 2023 Update: Goal 2.1: Increase support for career training and education programs. Objective 2.1.1: By the end of year 3, increase percentage of funding provided to partners who actively support community workforce training and education opportunities by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The 2024 3C social determinant of health priority will be Workforce Development. More updates will come in 2024. The Collaborative Community Council (3C), a subcommittee of the AdventHealth Orlando Board of Directors, funds projects identified in the Community Health Needs Assessment (CHNA). Managed by AdventHealth Orlando, we partner with community organizations to create impactful solutions that enhance community health and reduce preventable medical costs. Our focus includes addressing the Social Determinants of Health (SDOH) to improve overall quality and longevity of life. Objective 2.1.2: Increase the number of area workforce development non-profit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 12 from a baseline of 5. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Priorities Not Addressed by the Hospital:The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed.1. Health Care Access and Quality: This need was not chosen as a priority because the Hospital is already collaborating with several partners in the community and has launched several initiatives designed to address Health Care Access and Quality.
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth East OrlandoDescription of CHNA Significant Needs Adventist Health System/Sunbelt, Inc. d/b/a AdventHealth East Orlando will be referred to in this document as AdventHealth East Orlando or "the Hospital." The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023 - 2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth East Orlando worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below:1. Enhance Mental Health Outreach2. Social Determinant of Health: Workforce DevelopmentPriority 1: Enhance Mental Health Outreach 2022 Description of the Priority: Mental health outreach and treatment were identified as top needs from the CHNA. This includes mental health crisis services and community awareness of available resources, mental health outpatient services capacity, behavioral health outpatient services for children, mental health inpatient bed capacity, mental health and substance use disorder transition care for inmates being released from jail, and mental health stigma reduction. There is a growing need in Orange, Osceola, and Seminole County to increase the available resources addressing mental health needs. 2023 Update: Goal 1.1: Expand access to mental health services for community members by partnering with faith and community partners. Objective 1.1.1: By the end of year 1, establish a Community Resource Spot in Osceola County to ensure access within the hospital service area. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Community Resource Spot: Definition and Function: A Community Resource Spot is a designated area within a community health framework that serves as a central hub for accessing a variety of resources and services aimed at supporting the health and well-being of community members. Community Resource Spot Purpose: The primary purpose of the Community Resource Spot is to provide easily accessible, comprehensive support to individuals and families, addressing a wide range of needs such as health care, social services, education, and community engagement. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.2: By the end of year 3, increase the mental health programming available to residents in Orange, Osceola, and Seminole county through the Community Resource Spots. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.3: By the end of year 3, increase percentage of funding provided to partners who actively support mental health outreach and treatment by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The RFP grant cycle is in its final stage to select the new grant partners with a focus on mental health. Objective 1.4: Increase the number of area mental health nonprofit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's (WHH) Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 30 from a baseline of 19. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Objective 1.5: By the end of year 3, increase the closed loop referrals in the Whole Health Hub community resource network for mental health services and preventative programming in Whole Health Hub to 25% from baseline of 13%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth East OrlandoDescription of CHNA Significant Needs Continued Priority 2: Social Determinants of Health - Workforce Development 2022 Description of the Priority: According to the CDC, social determinants of health (SDOH) are the conditions in the places where people live, learn, work, and play that affect a wide range of health risks and outcomes. Social determinants of health are increasingly seen as the largest contributing factor to health inequities in communities throughout the country. Based on the significance of need and available resources, the Hospitals will address social determinants of health with a focus on workforce as the Hospital believes that initially focusing on community workforce development will reduce housing burden and address other priorities identified, such as increasing access to care and mental health. 2023 Update: Goal 2.1: Increase support for career training and education programs. Objective 2.1.1: By the end of year 3, increase percentage of funding provided to partners who actively support community workforce training and education opportunities by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The 2024 3C social determinant of health priority will be Workforce Development. More updates will come in 2024. The Collaborative Community Council (3C), a subcommittee of the AdventHealth Orlando Board of Directors, funds projects identified in the Community Health Needs Assessment (CHNA). Managed by AdventHealth Orlando, we partner with community organizations to create impactful solutions that enhance community health and reduce preventable medical costs. Our focus includes addressing the Social Determinants of Health (SDOH) to improve overall quality and longevity of life. Objective 2.1.2: Increase the number of area workforce development non-profit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 12 from a baseline of 5. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Priorities Not Addressed by the Hospital:The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed. 1. Health Care Access and Quality: This need was not chosen as a priority because the Hospital is already collaborating with several partners in the community and has launched several initiatives designed to address Health Care Access and Quality.
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth Winter ParkDescription of CHNA Significant Needs Adventist Health System/Sunbelt, Inc. d/b/a AdventHealth Winter Park will be referred to in this document as AdventHealth Winter Park or "the Hospital". The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023 - 2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth Winter Park worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below:1. Enhance Mental Health Outreach2. Social Determinant of Health: Workforce Development Priority 1: Enhance Mental Health Outreach 2022 Description of the Priority: Mental health outreach and treatment were identified as top needs from the CHNA. This includes mental health crisis services and community awareness of available resources, mental health outpatient services capacity, behavioral health outpatient services for children, mental health inpatient bed capacity, mental health and substance use disorder transition care for inmates being released from jail, and mental health stigma reduction. There is a growing need in Orange, Osceola, and Seminole County to increase the available resources addressing mental health needs. 2023 Update: Goal 1.1: Expand access to mental health services for community members by partnering with faith and community partners. Objective 1.1.1: By the end of year 1, establish a Community Resource Spot in Osceola County to ensure access within the hospital service area. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Community Resource Spot: Definition and Function: A Community Resource Spot is a designated area within a community health framework that serves as a central hub for accessing a variety of resources and services aimed at supporting the health and well-being of community members. Community Resource Spot Purpose: The primary purpose of the Community Resource Spot is to provide easily accessible, comprehensive support to individuals and families, addressing a wide range of needs such as health care, social services, education, and community engagement. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.2: By the end of year 3, increase the mental health programming available to residents in Orange, Osceola, and Seminole county through the Community Resource Spots. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.3: By the end of year 3, increase percentage of funding provided to partners who actively support mental health outreach and treatment by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The RFP grant cycle is in its final stage to select the new grant partners with a focus on mental health. Objective 1.4: Increase the number of area mental health nonprofit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's (WHH) Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 30 from a baseline of 19. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Objective 1.5: By the end of year 3, increase the closed loop referrals in the Whole Health Hub community resource network for mental health services and preventative programming in Whole Health Hub to 25% from baseline of 13%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth Winter ParkDescription of CHNA Significant Needs Continued Priority 2: Social Determinants of Health - Workforce Development 2022 Description of the Priority: According to the CDC, social determinants of health (SDOH) are the conditions in the places where people live, learn, work, and play that affect a wide range of health risks and outcomes. Social determinants of health are increasingly seen as the largest contributing factor to health inequities in communities throughout the country. Based on the significance of need and available resources, the Hospitals will address social determinants of health with a focus on workforce as the Hospital believes that initially focusing on community workforce development will reduce housing burden and address other priorities identified, such as increasing access to care and mental health. 2023 Update: Goal 2.1: Increase support for career training and education programs. Objective 2.1.1: By the end of year 3, increase percentage of funding provided to partners who actively support community workforce training and education opportunities by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The 2024 3C social determinant of health priority will be Workforce Development. More updates will come in 2024. The Collaborative Community Council (3C), a subcommittee of the AdventHealth Orlando Board of Directors, funds projects identified in the Community Health Needs Assessment (CHNA). Managed by AdventHealth Orlando, we partner with community organizations to create impactful solutions that enhance community health and reduce preventable medical costs. Our focus includes addressing the Social Determinants of Health (SDOH) to improve overall quality and longevity of life. Objective 2.1.2: Increase the number of area workforce development non-profit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 12 from a baseline of 5. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Priorities Not Addressed by the Hospital:The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed. 1. Health Care Access and Quality: This need was not chosen as a priority because the Hospital is already collaborating with several partners in the community and has launched several initiatives designed to address Health Care Access and Quality.
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth KissimmeeDescription of CHNA Significant Needs Adventist Health System/Sunbelt, Inc. d/b/a AdventHealth Kissimmee will be referred to in this document as AdventHealth Kissimmee or "The Hospital". The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023 - 2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth Kissimmee worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below:1. Enhance Mental Health Outreach2. Social Determinant of Health: Workforce Development Priority 1: Enhance Mental Health Outreach 2022 Description of the Priority: Mental health outreach and treatment were identified as top needs from the CHNA. This includes mental health crisis services and community awareness of available resources, mental health outpatient services capacity, behavioral health outpatient services for children, mental health inpatient bed capacity, mental health and substance use disorder transition care for inmates being released from jail, and mental health stigma reduction. There is a growing need in Orange, Osceola, and Seminole County to increase the available resources addressing mental health needs. 2023 Update: Goal 1.1: Expand access to mental health services for community members by partnering with faith and community partners. Objective 1.1.1: By the end of year 1, establish a Community Resource Spot in Osceola County to ensure access within the hospital service area. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Community Resource Spot: Definition and Function: A Community Resource Spot is a designated area within a community health framework that serves as a central hub for accessing a variety of resources and services aimed at supporting the health and well-being of community members. Community Resource Spot Purpose: The primary purpose of the Community Resource Spot is to provide easily accessible, comprehensive support to individuals and families, addressing a wide range of needs such as health care, social services, education, and community engagement. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.2: By the end of year 3, increase the mental health programming available to residents in Orange, Osceola, and Seminole county through the Community Resource Spots. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.3: By the end of year 3, increase percentage of funding provided to partners who actively support mental health outreach and treatment by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The RFP grant cycle is in its final stage to select the new grant partners with a focus on mental health. Objective 1.4: Increase the number of area mental health nonprofit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's (WHH) Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 30 from a baseline of 19. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Objective 1.5: By the end of year 3, increase the closed loop referrals in the Whole Health Hub community resource network for mental health services and preventative programming in Whole Health Hub to 25% from baseline of 13%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth KissimmeeDescription of CHNA Significant Needs ContinuedPriority 2: Social Determinants of Health - Workforce Development 2022 Description of the Priority: According to the CDC, social determinants of health (SDOH) are the conditions in the places where people live, learn, work, and play that affect a wide range of health risks and outcomes. Social determinants of health are increasingly seen as the largest contributing factor to health inequities in communities throughout the country. Based on the significance of need and available resources, the Hospitals will address social determinants of health with a focus on workforce as the Hospital believes that initially focusing on community workforce development will reduce housing burden and address other priorities identified, such as increasing access to care and mental health. 2023 Update: Goal 2.1: Increase support for career training and education programs. Objective 2.1.1: By the end of year 3, increase percentage of funding provided to partners who actively support community workforce training and education opportunities by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The 2024 3C social determinant of health priority will be Workforce Development. More updates will come in 2024. The Collaborative Community Council (3C), a subcommittee of the AdventHealth Orlando Board of Directors, funds projects identified in the Community Health Needs Assessment (CHNA). Managed by AdventHealth Orlando, we partner with community organizations to create impactful solutions that enhance community health and reduce preventable medical costs. Our focus includes addressing the Social Determinants of Health (SDOH) to improve overall quality and longevity of life. Objective 2.1.2: Increase the number of area workforce development non-profit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 12 from a baseline of 5. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Priorities Not Addressed by the Hospital:The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed.1. Health Care Access and Quality: This need was not chosen as a priority because the Hospital is already collaborating with several partners in the community and has launched several initiatives designed to address Health Care Access and Quality.
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth ApopkaDescription of CHNA Significant Needs Adventist Health System/Sunbelt, Inc. d/b/a AdventHealth Apopka will be referred to in this document as AdventHealth Apopka or "the Hospital". The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023 - 2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth Apopka worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below:1. Enhance Mental Health Outreach2. Social Determinant of Health: Workforce Development Priority 1: Enhance Mental Health Outreach 2022 Description of the Priority: Mental health outreach and treatment were identified as top needs from the CHNA. This includes mental health crisis services and community awareness of available resources, mental health outpatient services capacity, behavioral health outpatient services for children, mental health inpatient bed capacity, mental health and substance use disorder transition care for inmates being released from jail, and mental health stigma reduction. There is a growing need in Orange, Osceola, and Seminole County to increase the available resources addressing mental health needs. 2023 Update: Goal 1.1: Expand access to mental health services for community members by partnering with faith and community partners. Objective 1.1.1: By the end of year 1, establish a Community Resource Spot in Osceola County to ensure access within the hospital service area. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Community Resource Spot: Definition and Function: A Community Resource Spot is a designated area within a community health framework that serves as a central hub for accessing a variety of resources and services aimed at supporting the health and well-being of community members. Community Resource Spot Purpose: The primary purpose of the Community Resource Spot is to provide easily accessible, comprehensive support to individuals and families, addressing a wide range of needs such as health care, social services, education, and community engagement. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.2: By the end of year 3, increase the mental health programming available to residents in Orange, Osceola, and Seminole county through the Community Resource Spots. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.3: By the end of year 3, increase percentage of funding provided to partners who actively support mental health outreach and treatment by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The RFP grant cycle is in its final stage to select the new grant partners with a focus on mental health. Objective 1.4: Increase the number of area mental health nonprofit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's (WHH) Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 30 from a baseline of 19. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Objective 1.5: By the end of year 3, increase the closed loop referrals in the Whole Health Hub community resource network for mental health services and preventative programming in Whole Health Hub to 25% from baseline of 13%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth ApopkaDescription of CHNA Significant Needs Continued Priority 2: Social Determinants of Health - Workforce Development 2022 Description of the Priority: According to the CDC, social determinants of health (SDOH) are the conditions in the places where people live, learn, work, and play that affect a wide range of health risks and outcomes. Social determinants of health are increasingly seen as the largest contributing factor to health inequities in communities throughout the country. Based on the significance of need and available resources, the Hospitals will address social determinants of health with a focus on workforce as the Hospital believes that initially focusing on community workforce development will reduce housing burden and address other priorities identified, such as increasing access to care and mental health. 2023 Update: Goal 2.1: Increase support for career training and education programs. Objective 2.1.1: By the end of year 3, increase percentage of funding provided to partners who actively support community workforce training and education opportunities by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The 2024 3C social determinant of health priority will be Workforce Development. More updates will come in 2024. The Collaborative Community Council (3C), a subcommittee of the AdventHealth Orlando Board of Directors, funds projects identified in the Community Health Needs Assessment (CHNA). Managed by AdventHealth Orlando, we partner with community organizations to create impactful solutions that enhance community health and reduce preventable medical costs. Our focus includes addressing the Social Determinants of Health (SDOH) to improve overall quality and longevity of life. Objective 2.1.2: Increase the number of area workforce development non-profit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 12 from a baseline of 5. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Priorities Not Addressed by the Hospital:The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed.1. Health Care Access and Quality: This need was not chosen as a priority because the Hospital is already collaborating with several partners in the community and has launched several initiatives designed to address Health Care Access and Quality.
Part V, Section B, Line 11 Footnote: Group A-Facility 2 -- AdventHealth Sebring & Lake PlacidDescription of CHNA Significant NeedsAdventist Health System/Sunbelt, Inc. d/b/a AdventHealth Lake Placid will be referred to in this document as AdventHealth Lake Placid or "the Hospital". The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023-2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth Lake Placid worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below.1. Access to Healthy Foods (and Diabetes Prevention) 2. Access to Quality Health Care3. Behavioral Health (Mental Health & Substance Misuse)Priority 1: Access to Healthy Foods (and Diabetes Prevention) 2022 Description of the Priority: In Highlands County, one-third of residents live in an area where there is low access to a grocery store, which can make having a healthy, nutrient-dense diet more challenging. Also, almost a fifth (17.9%) of community survey respondents shared they were worried that they would run out of food before they had money to buy more. Respondents also expressed concern about increasing food prices and the lack of healthy food options in local neighborhoods. During the prioritization process, the decision was made to address diabetes through the access to healthy foods priority. An individual's quality of life when living with diabetes is heavily influenced by how well they can manage their blood sugar and eating well is key to blood sugar management. According to secondary data, diabetes in the Medicare population in Highlands County is at 30%, which is slightly higher than the state (27.8%) and the US (27%). 2023 Update: Goal 1.1: Increase access to nutritious foods, resources, and nutrition education to help promote diabetes prevention and healthy living. Objective 1.1.1: By December 31, 2025, increase the percentage of adults in the AdventHealth Food is Health program who report redeeming at least five produce vouchers to access nutritious foods for their families from a baseline of 57% to 68% (Division-wide). This initiative and the reported outcomes are shared across multiple facilities in the West Florida Division. The AdventHealth Food is Health program provides series-based nutrition education and culturally appropriate, nutritious foods to participants in low income/low access areas in the Hospital's community. The program involves collaborations from a variety of community partners, including subject matter experts providing education, mobile produce vendors, and sites in the community where classes are held. AdventHealth sponsors the cost of produce for participants and assists with coordinating classes. Team members managing this program experienced challenges accurately calculating the percent of program attendees redeeming at least five produce vouchers. This was due to limited attendance data being tracked and shared by educational partners. Instead, the Hospital will track and report the pounds of produce distributed to program attendees. In 2023, a total of 44,387 lbs. of produce have been distributed to community members throughout the West Florida Division. Community partners in the Hospital's area include Feeding Tampa Bay, an organization that improves access to healthy foods for low-income/low-access populations. Objective 1.1.2: By December 31, 2025, increase the number of participants in Hospital-sponsored diabetes prevention and wellness programs from a baseline of 68 participants to 235 participants. The outcomes below are specific to the reporting Hospital. Although AdventHealth Lake Placid did not sponsor a diabetes prevention and wellness program in 2023 due to staff availability, discussions will continue into 2024 on new program proposals. Program plans include Pre-diabetes Nutrition/Diabetes Prevention, Gestational Diabetes, Diabetes Support Group, Lifestyle & Longevity Series, and other classes of interest to the community. In 2023, AdventHealth Lake Placid supported local Tobacco Cessation classes hosted by Central Florida Area Health Education Center (AHEC). Community partners include Department of Health Highlands County, offering Diabetes Self-Management Education classes; Senior Connection Center, offering chronic disease and diabetes programs; and various faith community locations. **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 2 -- AdventHealth Sebring & Lake PlacidDescription of CHNA Significant Needs ContinuedPriority 2: Access to Quality Health Care 2022 Description of the Priority: Community members cited barriers to accessing quality health care such as cost or financial concerns, lack of trust in the providers, lack of insurance or limited coverage, inability to take time off work for appointments, lack of awareness or difficulty navigating the healthcare system and language barriers for non-English speakers when trying to sign up for insurance or complete paperwork. More than half (60%) of community survey respondents reported accessing care in the emergency department for non-emergency needs. Inadequate health insurance coverage is one of the largest barriers to health care access and the unequal distribution of coverage contributes to disparities in health. Highlands County falls within the lower 25% of counties in both the state and in the US for adults who do not have any kind of health insurance coverage. Out-of-pocket medical care costs may lead individuals to delay or forgo needed care (such as doctor visits, dental care, and medications), and medical debt is common among both insured and uninsured individuals. Highlands County also has a lower rate of primary care providers in the area compared to the state, 57 providers per 100,000 versus 73 providers per 100,000. 2023 Update: Goal 2.1: Promote the attainment and maintenance of health through health education and access to care. Objective 2.1.1: By December 31, 2025, increase the number of community members trained in Hospital-sponsored American Heart Association (AHA) Hands-Only CPR classes for adults and youth from a baseline of 573 to 4,200 people trained (Division-wide). This initiative and the reported outcomes are shared across multiple facilities in the West Florida Division. In 2023, the Hospitals supported the American Heart Association, a nonprofit organization dedicated to fighting heart disease and stroke, in training 3,257 people in hands-only CPR. AdventHealth Lake Placid contributed 11 people to this objective. The West Florida Division provided $40,000 towards CPR training for the community while the community benefit team, led by Director Kimberly Williams, coordinated classes with community partners and community members. The Hospital provided and will continue to provide Hands Only CPR kits and meeting spaces for the classes. Community partners include Highlands County schools, faith communities, and senior living centers. Objective 2.1.2: By December 31, 2025, increase the number of participants in Hospital-sponsored access to care programs from a baseline of 20 participants to 100 participants. This initiative is focused on providing support to community organizations with programs increasing access to care (ex. health screening events). The outcomes below are specific to the reporting Hospital. In 2023, AdventHealth Lake Placid had 11 participants in their access to care program, featuring Hands-Only CPR/EHAC classes. Lake Placid Middle School and AdventHealth Lake Placid Wellness Center served as meeting locations. Two and a half staff hours were provided for this objective. The Hospital will continue to search for additional support and participation for their Access to Care programs. Community partners include Department of Health Highlands County, offering health care services to low-income/low access individuals; senior living centers, faith communities; and Highlands County schools. Priority 3: Behavioral Health (Mental Health and Substance Misuse) 2022 Description of the Priority: In Highlands County, 27% of community survey respondents reported having been diagnosed with a depressive disorder or anxiety disorder. In Highlands County the age-adjusted death rate due to suicide is 25.2 per 100,000 which is twice that of the state (13.1 per 100,000) and the US (13.5 per 100,000). More than ten percent (12.1%) of community survey respondents were unable to access mental health resources when needed in the last 12 months. The top reasons cited were inability to pay for care, to schedule an appointment when needed and to take time off work for appointments. Substance misuse also emerged as a top concern, reflected in both primary and secondary data. Teen vaping was cited as the highest area of concern for tobacco use in the county from primary data. Secondary data showed the rate of drug and opioid-involved deaths as 35.4 per 100,000 in Highlands County, higher than both the state (26.7 per 100,000) and the nation (23 per 100,000). 2023 Update: Goal 3.1: Reduce the impact of mental, emotional, and behavioral health disorders. Objective 3.1.1: By December 31, 2025, increase the number of participants who attend Hospital-sponsored Mental Health First Aid certification classes from a baseline of 258 participants to 700 participants (Division-wide). Mental Health First Aid teaches individuals how to help someone who may be experiencing a mental health or substance use challenge. The training helps individuals identify, understand, and respond to signs of addictions and mental illnesses. This initiative and the reported outcomes are shared across multiple facilities in the West Florida Division. The Hospitals contracted with Safe and Sound Hillsborough to teach Mental Health First Aid classes in the community. Safe and Sound Hillsborough is a collaborative of community and professional stakeholders transforming the way local policy makers address violence in the community. The goal is to shift policy from a public safety to a public health model and develop a comprehensive prevention and intervention approach. In 2023, a total of 134 people were trained with most classes offered virtually. Of all Mental Health First Aid participants surveyed, 89% indicated they felt confident or strongly confident in having a supportive conversation with anyone about a mental health or substance use challenge after completing the class. The Hospitals cover class enrollment fees and meal expenses. The Hospital will collaborate with community partners to continue classes and will work towards hosting a Mental Health First Aid class at their facility. The West Florida Division community benefit team, led by Director Kimberly Williams, coordinated classes between community organizations and community members. The Hospital marketing and spiritual teams will promote the classes to the community. Community partners include Safe & Sound Hillsborough, providing free Mental Health First Aid classes; Heartland Core Wellness, providing mental health advocacy, substance abuse prevention education, and acting as a host location for Mental Health First Aid; and various faith communities.**see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 2 -- AdventHealth Sebring & Lake PlacidDescription of CHNA Significant Needs ContinuedObjective 3.1.2: By December 31, 2025, increase the number of participants in Hospital-sponsored behavioral health education programs from a baseline of 40 participants to 140 participants. The outcomes below are specific to the reporting Hospital. In 2023, AdventHealth Lake Placid hosted participants in their behavioral health education program with Central Florida Area Health Education Center (AHEC). Using internal referral systems CARE 360 and Whole Health Hub, AdventHealth Sebring, AdventHealth Lake Placid and AdventHealth Wauchula collectively referred 12 patients to Central Florida Area Health Education Center (AHEC) in 2023 for tobacco cessation programs. Community partners include Safe and Sound, offering Mental Health First Aid classes; Central Florida Area Health Education Center (AHEC), offering Tobacco Cessation programs; Heartland Core Wellness, providing mental health advocacy and substance abuse prevention education to the community; and various faith communities. Priorities Not Addressed by the Hospital: The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed.1. Economy: While a strong economy is important in the overall health needs of the community, the CHNAC did not perceive this priority area as one that could be easily addressed within the three-year CHP cycle. It was voted the lowest in the ability to impact category in the prioritization meeting. Therefore, the Hospital will not work to address this priority area in the upcoming CHP.2. Older Adult Health: Older Adult Health ranked seventh among the other topic areas in the secondary data analysis with a score of 1.97 but was ultimately not selected as one of the top three priority areas to address in the next three-year plan. Participants in the prioritization selection meeting felt the top three priority areas chosen were significant and easier to address with the resources available and therefore, the Hospital will not be addressing Older Adult Health directly in the upcoming CHP.3. Prevention and Safety: Prevention and Safety ranked eighth out of nine total significant health needs identified from both primary and secondary data sources and was not voted as a top priority to address by the CHNAC in the upcoming three-year Community Health Plan.4. Children's Health: Children's health is of utmost importance, but the Collaborative decided that instead of focusing on it as a stand-alone priority area, instead children would be a target population group to focus on among all the priority areas.**see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 2 -- AdventHealth Sebring & Lake PlacidDescription of CHNA Significant NeedsAdventist Health System/Sunbelt, Inc. dba AdventHealth Sebring, will be referred to in this document as AdventHealth Sebring or "The Hospital". The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023 - 2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth Sebring worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below.1. Access to Healthy Foods (and Diabetes Prevention) 2. Access to Quality Health Care3. Behavioral Health (Mental Health & Substance Misuse) Priority 1: Access to Healthy Foods (and Diabetes Prevention) 2022 Description of the Priority: In Highlands County, one-third of residents live in an area where there is low access to a grocery store, which can make having a healthy, nutrient-dense diet more challenging. Also, almost a fifth (17.9%) of community survey respondents shared they were worried that they would run out of food before they had money to buy more. Respondents also expressed concern about increasing food prices and the lack of healthy food options in local neighborhoods. During the prioritization process, the decision was made to address diabetes through the access to healthy foods priority. An individual's quality of life when living with diabetes is heavily influenced by how well they can manage their blood sugar and eating well is key to blood sugar management. According to secondary data, diabetes in the Medicare population in Highlands County is at 30%, which is slightly higher than the state (27.8%) and the US (27%). 2023 Update: Goal 1.1: Increase access to nutritious foods, resources, and nutrition education to help promote diabetes prevention and healthy living. Objective 1.1.1: By December 31, 2025, increase the percentage of adults in the AdventHealth Food is Health program who report redeeming at least five produce vouchers to access nutritious foods for their families from a baseline of 57% to 68% (Division-wide). This initiative and the reported outcomes are shared across multiple facilities in the West Florida Division. The AdventHealth Food is Health program provides series-based nutrition education and culturally appropriate, nutritious foods to participants in low income/low access areas in the Hospital's community. The program involves collaborations from a variety of community partners, including subject matter experts providing education, mobile produce vendors, and sites in the community where classes are held. AdventHealth sponsors the cost of produce for participants and assists with coordinating classes. Team members managing this program experienced challenges accurately calculating the percent of program attendees redeeming at least five produce vouchers. This was due to limited attendance data being tracked and shared by educational partners. Instead, the Hospital will track and report the pounds of produce distributed to program attendees. In 2023, a total of 44,387 lbs. of produce have been distributed to community members throughout the West Florida Division. AdventHealth Sebring supported one Food is Health nutrition education class with 17 participants. AdventHealth Sebring sponsored the cost of produce ($2,700) for participants. Community partners include Feeding Tampa Bay, an organization that improves access to healthy foods for low-income/low-access populations and provides produce and health education; Burgin Farms, a local farm providing fresh food in underserved parts of the community, as the primary produce vendor; and Hands for Homeless, a nonprofit organization that helps the homeless and low-income population of the community have access to healthy food, hygiene, and financial assistance. Objective 1.1.2: By December 31, 2025, increase the number of participants in Hospital-sponsored diabetes prevention and wellness programs from a baseline of 68 participants to 235 participants. The outcomes below are specific to the reporting Hospital. In 2023, AdventHealth Sebring had 273 community members that participated in their diabetes prevention and wellness program. Additional programs provided to the community included Diabetes Support Groups, Pre-diabetes Nutrition classes, Gestational Diabetes Classes, and a plant-based cooking and a nutrition lecture series called the Lifestyle & Longevity Series. The Hospital provided $4,089.30 in 2023 to the various sponsored programs and provided 172 staff hours. AdventHealth Sebring donated $2,000 to Cutting Edge Ministries, Inc, a food pantry in Wauchula. Community partners include Feeding Tampa Bay, providing healthy food and health education for low-income/low-access populations; Burgin Farms, providing fresh food in underserved parts of the community; Highlands County Children's Museum, providing free health education to young children; and various local physicians providing free health education to the community.**see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 2 -- AdventHealth Sebring & Lake PlacidDescription of CHNA Significant Needs ContinuedPriority 2: Access to Quality Health Care 2022 Description of the Priority: Community members cited barriers to accessing quality health care such as cost or financial concerns, lack of trust in the providers, lack of insurance or limited coverage, inability to take time off work for appointments, lack of awareness or difficulty navigating the healthcare system and language barriers for non-English speakers when trying to sign up for insurance or complete paperwork. More than half (60%) of community survey respondents reported accessing care in the emergency department for non-emergency needs. Inadequate health insurance coverage is one of the largest barriers to health care access and the unequal distribution of coverage contributes to disparities in health. Highlands County falls within the lower 25% of counties in both the state and in the US for adults who do not have any kind of health insurance coverage. Out-of-pocket medical care costs may lead individuals to delay or forgo needed care (such as doctor visits, dental care, and medications), and medical debt is common among both insured and uninsured individuals. Highlands County also has a lower rate of primary care providers in the area compared to the state, 57 providers per 100,000 versus 73 providers per 100,000. 2023 Update: Goal 2.1: Promote the attainment and maintenance of health through health education and access to care. Objective 2.1.1: By December 31, 2025, increase the number of community members trained in Hospital-sponsored American Heart Association (AHA) Hands-Only CPR classes for adults and youth from a baseline of 573 to 4,200 people trained (Division-wide). This initiative and the reported outcomes are shared across multiple facilities in the West Florida Division. In 2023, the Hospitals supported the American Heart Association, a nonprofit organization dedicated to fighting heart disease and stroke, in training 3,257 people in hands-only CPR. AdventHealth Sebring contributed 21 people and one class to this objective. The West Florida Division provided $40,000 towards CPR training for the community while the community benefit team, led by Director Kimberly Williams, coordinated classes with community partners and community members. The Hospital provided Hands Only CPR kits and meeting spaces for the classes. Community partners include Highlands County schools, faith communities, senior living centers, and low-income housing complexes. Objective 2.1.2: By December 31, 2025, increase the number of participants in Hospital-sponsored access to care programs from a baseline of 20 participants to 100 participants. This initiative is focused on providing support to community organizations with programs increasing access to care (ex. health screening events). The outcomes below are specific to the reporting Hospital. In 2023, AdventHealth Sebring had 60 participants in their access to care programs. The Hospital will continue to utilize their internal referral systems, Care 360, and Whole Health Hub, to refer patients to community partners for follow-up and specialist care. Meeting room locations and in-kind medical supplies, valued at $5,650 plus 10 staff hours were provided towards this initiative. Community partners include Neuro Challenge Foundation for Parkinsons, a nonprofit organization improving access to care for patients with Parkinson's Disease through free health education and professional care advising, and various senior living centers and faith communities. Priority 3: Behavioral Health (Mental Health and Substance Misuse) 2022 Description of the Priority: In Highlands County, 27% of community survey respondents reported having been diagnosed with a depressive disorder or anxiety disorder. In Highlands County the age-adjusted death rate due to suicide is 25.2 per 100,000 which is twice that of the state (13.1 per 100,000) and the US (13.5 per 100,000). More than ten percent (12.1%) of community survey respondents were unable to access mental health resources when needed in the last 12 months. The top reasons cited were inability to pay for care, to schedule an appointment when needed and to take time off work for appointments. Substance misuse also emerged as a top concern, reflected in both primary and secondary data. Teen vaping was cited as the highest area of concern for tobacco use in the county from primary data. Secondary data showed the rate of drug and opioid involved deaths as 35.4 per 100,000 in Highlands County, higher than both the state (26.7 per 100,000) and the nation (23 per 100,000). **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 2 -- AdventHealth Sebring & Lake PlacidDescription of CHNA Significant Needs Continued2023 Update: Goal 3.1: Reduce the impact of mental, emotional, and behavioral health disorders. Objective 3.1.1: By December 31, 2025, increase the number of participants who attend Hospital-sponsored Mental Health First Aid certification classes from a baseline of 258 participants to 700 participants (Division-wide). Mental Health First Aid teaches individuals how to help someone who may be experiencing a mental health or substance use challenge. The training helps individuals identify, understand, and respond to signs of addictions and mental illnesses. This initiative and the reported outcomes are shared across multiple facilities in the West Florida Division. The Hospitals contracted with Safe and Sound Hillsborough to teach Mental Health First Aid classes in the community. Safe and Sound Hillsborough is a collaborative of community and professional stakeholders transforming the way local policy makers address violence in the community. The goal is to shift policy from a public safety to a public health model and develop a comprehensive prevention and intervention approach. In 2023, a total of 134 people were trained with most classes offered virtually. Of all Mental Health First Aid participants surveyed, 89% indicated they felt confident or strongly confident in having a supportive conversation with anyone about a mental health or substance use challenge after completing the class. The Hospital will collaborate with community partners to continue classes and will work towards hosting a Mental Health First Aid class at their facility. The West Florida Division community benefit team, led by Director Kimberly Williams, coordinated classes between community organizations and community members. The Hospital marketing and spiritual teams will promote the classes to the community. AdventHealth Sebring will sponsor class participants by covering class enrollment fees, and meal expenses. Community partners include Safe & Sound Hillsborough, providing free Mental Health First Aid classes; Heartland Core Wellness, providing mental health advocacy, substance abuse prevention education, and acting as a host location for Mental Health First Aid; and various faith communities. Objective 3.1.2: By December 31, 2025, increase the number of participants in Hospital-sponsored behavioral health education programs from a baseline of 40 participants to 140 participants. The outcomes below are specific to the reporting Hospital. In 2023, AdventHealth Sebring had 122 participants in their behavioral health education program and contributed two staff hours to the initiative. Meeting room fees were waived for education programs, totaling $26,400 in 2023. Using internal referral systems CARE 360 and Whole Health Hub, AdventHealth Sebring, AdventHealth Lake Placid and AdventHealth Wauchula collectively referred 12 patients to Central Florida Area Health Education Center (AHEC) in 2023 for tobacco cessation programs. Community partners include Safe and Sound, offering Mental Health First Aid classes; Central Florida Area Health Education Center (AHEC), offering Tobacco Cessation programs; Heartland Core Wellness, providing mental health advocacy and substance abuse prevention education to the community; and various faith communities. Priorities Not Addressed by the Hospital:The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed. 1. Economy: While a strong economy is important in the overall health needs of the community, the CHNAC did not perceive this priority area as one that could be easily addressed within the three-year CHP cycle. It was voted the lowest in the ability to impact category in the prioritization meeting. Therefore, the Hospital will not work to address this priority area in the upcoming CHP.2. Older Adult Health: Older Adult Health ranked seventh among the other topic areas in the secondary data analysis with a score of 1.97 but was ultimately not selected as one of the top three priority areas to address in the next three-year plan. Participants in the prioritization selection meeting felt the top three priority areas chosen were significant and easier to address with the resources available and therefore, the Hospital will not be addressing Older Adult Health directly in the upcoming CHP.3. Prevention and Safety: Prevention and Safety ranked eighth out of nine total significant health needs identified from both primary and secondary data sources and was not voted as a top priority to address by the CHNAC in the upcoming three-year Community Health Plan.4. Children's Health: Children's health is of utmost importance, but the Collaborative decided that instead of focusing on it as a stand-alone priority area, instead children would be a target population group to focus on among all the priority areas.
Part V, Section B, Line 11 Footnote: Group A-Facility 3 -- AdventHealth WauchulaDescription of CHNA Significant Needs Adventist Health System/Sunbelt, Inc., dba AdventHealth Wauchula, will be referred to in this document as AdventHealth Wauchula or "the Hospital." The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023 - 2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth Wauchula worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below:1. Access to Healthy Foods (and Diabetes Prevention)2. Access to Quality Health Care3. Behavioral Health (Mental Health & Substance Misuse) Priority 1: Access to Healthy Foods 2022 Description of the Priority: Access to quality healthy food was a top need prioritized during the assessment. In Hardee County, one-quarter of residents live in an area where there is low access to a grocery store, which can make having a healthy, nutrient-dense diet more challenging. Almost one-fifth (20%) of community survey respondents reported that within the past 12 months, the food they had purchased from the store did not last and they did not have the money to purchase more. Also, more than a quarter (28.6%) of community survey respondents shared they were worried that they would run out of food before they had money to buy more. Respondents also expressed concern about increasing food prices. 2023 Update: Goal 1.1: Increase access to nutritious foods, resources, and nutrition education to help promote diabetes prevention and healthy living. Objective 1.1.1: By December 31, 2025, increase the percentage of adults in the AdventHealth Food is Health program who report redeeming at least five produce vouchers to access nutritious foods for their families from a baseline of 57% to 68% (Division-wide). This initiative and the reported outcomes are shared across multiple facilities in the West Florida Division. The AdventHealth Food is Health program provides series-based nutrition education and culturally appropriate, nutritious foods to participants in low income/low access areas in the Hospital's community. The program involves collaborations from a variety of community partners, including subject matter experts providing education, mobile produce vendors, and sites in the community where classes are held. AdventHealth sponsors the cost of produce for participants and assists with coordinating classes. Team members managing this program experienced challenges accurately calculating the percent of program attendees redeeming at least five produce vouchers. This was due to limited attendance data being tracked and shared by educational partners. Instead, the Hospital will track and report the pounds of produce distributed to program attendees. AdventHealth Wauchula contributed 623 pounds of produce towards this objective while the West Florida Division has collectively distributed 44,387 pounds of produce at Food is Health classes in the community. Community partners include Feeding Tampa Bay, an organization that improves access to healthy foods for low-income/low-access populations and provides health education classes; Burgin Farms, a local farm providing fresh food in underserved parts of the community and the produce vendor supplying fruits and vegetables; and various organizations to host classes at their respective organizations, including Department of Health - Hardee County, providing health care services to low-income, low-access individuals; Valencia Gardens, a low-income housing complex; and various faith community locations. Objective 1.1.2: By December 31, 2025, increase the number of participants in Hospital-sponsored diabetes prevention and wellness programs from a baseline of 68 participants to 235 participants. The outcomes below are specific to the reporting Hospital. In 2023, AdventHealth Wauchula supported two Food is Health classes with a total of 25 participants by donating supplies worth $1,937.91. Community partners include the Department of Health - Hardee County providing health care services to low-income, low-access individuals; and Chatham Pointe, a low-access senior living community center, who both hosted a Food is Health program, as well as Burgin Farms, a local farm providing fresh food in underserved parts of the community; and Feeding Tampa Bay, an organization that improves access to healthy foods for low-income/low-access populations. The Hospital also supported expenses and provided staff hours towards the Wauchula Community Garden Committee. Staff spent time educating the garden committee on proper gardening techniques. This garden was a community effort, spearheaded by the Hardee County Health Department. It is free and open to the community in a low-income, low-access area. **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 3 -- AdventHealth WauchulaDescription of CHNA Significant Needs ContinuedPriority 2: Access to Quality Health Care 2022 Description of the Priority: More than one-third (39%) of community survey respondents reported accessing care in the emergency department for non-emergency needs. While 14.5% of respondents shared that they needed medical care in the last 12 months, but they did not receive it. Some of the top barriers that prevented care included cost, inability to schedule an appointment, inability to take time off from work, transportation barriers, lack of health insurance coverage, lack of trust in providers and an inability to find a doctor who accepts certain types of health insurance. Inadequate health insurance coverage is one of the largest barriers to health care access and the unequal distribution of coverage contributes to disparities in health. Out-of-pocket medical care costs may lead individuals to delay or forgo needed care (such as doctor visits, dental care, and medications), and medical debt is common among both insured and uninsured individuals. Hardee County falls within the lower 25% of counties in both the state of Florida and in the US for adults who do not have any kind of health insurance coverage. Hardee County also has a lower rate of primary care providers (11 per 100,000) compared to the state, 57 per 100,000. 2023 Update: Goal 2.1: Promote the attainment and maintenance of health through health education and access to care. Objective 2.1.1: By December 31, 2025, increase the number of community members trained in Hospital-sponsored American Heart Association (AHA) Hands-Only CPR classes for adults and youth from a baseline of 573 to 4,200 people trained (Division-wide). This initiative and the reported outcomes are shared across multiple facilities in the West Florida Division. In 2023, the Hospitals supported the American Heart Association, a nonprofit organization dedicated to fighting heart disease and stroke, in training 3,257 people in hands-only CPR. AdventHealth Wauchula contributed 28 people to this objective by Hospital staff independently facilitating Hands-Only CPR classes at the AdventHealth Wauchula Wellness Center and Hardee County Junior High School. The West Florida Division provided $40,000 towards CPR training for the community while the community benefit team, led by Director Kimberly Williams, coordinated classes with community partners and community members. The Hospital will continue to provide Hands Only CPR kits. Community partners include Hardee County schools, faith communities, senior living centers, and low-income housing complexes. Objective 2.1.2: By December 31, 2025, increase the number of participants in Hospital-sponsored access to care programs from a baseline of 20 participants to 100 participants. This initiative is focused on providing support to community organizations with programs increasing access to care (ex. health screening events). The outcomes below are specific to the reporting Hospital. In 2023, AdventHealth Wauchula had 48 participants in their access to care programs, which included 28 participants in Community CPR classes, and 20 in Community Health Screenings at Valencia Gardens (a low-income housing complex). Staff contributed 17 hours to the programs. Community partners include Department of Health - Hardee County, providing health care services to low-income, low-access individuals. Priority 3: Behavioral Health (Mental Health and Substance Misuse) 2022 Description of the Priority: In Hardee County, secondary data showed the age-adjusted death rate due to suicide is 19.9 per 100,000. This is almost one and a half times the state (13.1/100,000) and the US (13.5/100,000). The assessment also found more than ten percent (11.5%) of community survey respondents were unable to access mental health resources when needed in the last 12 months. The top reasons cited were inability to pay for care, stigma associated with mental health issues and lack of knowledge on how to access a mental health doctor or counselor. Substance misuse also emerged as a top concern, reflected in both primary and secondary data sources. Binge drinking in teens was cited as a specific concern in the primary data. Secondary data showed just over 12% of teens reported binge drinking, higher than the state rate of 9.2%. The assessment also found in secondary data a higher percentage of teens who have used methamphetamines in Hardee County (2.6%), than the state rate (0.8%). **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 3 -- AdventHealth WauchulaDescription of CHNA Significant Needs Continued2023 Update: Goal 3.1: Reduce the impact of mental, emotional, and behavioral health disorders. Objective 3.1.1: By December 31, 2025, increase the number of participants who attend Hospital-sponsored Mental Health First Aid certification classes from a baseline of 258 participants to 700 participants (Division-wide). Mental Health First Aid teaches individuals how to help someone who may be experiencing a mental health or substance use challenge. The training helps individuals identify, understand, and respond to signs of addictions and mental illnesses. This initiative and the reported outcomes are shared across multiple facilities in the West Florida Division. The Hospitals contracted with Safe and Sound Hillsborough to teach Mental Health First Aid classes in the community. Safe and Sound Hillsborough is a collaborative of community and professional stakeholders transforming the way local policy makers address violence in the community. The goal is to shift policy from a public safety to a public health model and develop a comprehensive prevention and intervention approach. In 2023, a total of 134 people were trained with most classes offered virtually. Of all Mental Health First Aid participants surveyed, 89% indicated they felt confident or strongly confident in having a supportive conversation with anyone about a mental health or substance use challenge after completing the class. Objective 3.1.2: By December 31, 2025, increase the number of participants in Hospital-sponsored behavioral health education programs from a baseline of 40 participants to 140 participants. The outcomes below are specific to the reporting Hospital. In 2023, AdventHealth Wauchula supported a Tobacco Cessation class with eight participants and donated the meeting space worth $800. Using internal referral systems CARE 360 and Whole Health Hub, AdventHealth Sebring, AdventHealth Lake Placid and AdventHealth Wauchula collectively referred 12 patients to Central Florida Area Health Education Center (AHEC) in 2023 for tobacco cessation programs. Community partners include Safe and Sound for Mental Health First Aid; Central Florida Area Health Education Center (AHEC) for Tobacco Cessation; Department of Health - Hardee County for their substance use and prevention symposium; and Heartland Core Wellness, providing mental health advocacy and substance abuse prevention education to the community. Priorities Not Addressed by the Hospital:The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed.1. Children's Health: Children's health is of utmost importance, but the Collaborative decided that instead of focusing on it as a stand-alone priority area, children would be a target population group to focus on among all the priority areas.2. Economy: While a strong economy is important in the overall health needs of the community, the CHNAC did not perceive this priority area as one that could be easily addressed within the three-year CHP cycle. It was voted the lowest in the ability to impact category in the prioritization meeting. Therefore, the Hospital will not work to address this priority area in the upcoming CHP.3. Older Adult Health: Participants in the prioritization selection meeting felt the top three priority areas chosen were significant and easier to address with the resources available and therefore, the Hospital will not be addressing Older Adult Health directly in the upcoming CHP.4. Diabetes: Diabetes was not selected as a priority by the Hospital as there are other community partners who are addressing this need. The Hospital will support these efforts where possible and hopes to address diabetes indirectly through the access to healthy foods priority.
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth Winter GardenDescription of CHNA Significant NeedsAdventist Health System/Sunbelt, Inc. dba AdventHealth Winter Garden will be referred to in this document as AdventHealth Winter Garden or "The Hospital". The Hospital is a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the 501(c)(3) parent organization of a hospital and healthcare system known as AdventHealth. This is the first-year update for the Hospital's 2023 - 2025 Community Health Plan/Implementation Strategy. The Hospital developed this plan and posted it in May 2023 as part of its 2022 Community Health Needs Assessment process. For the development of both the Community Health Needs Assessment and the Community Health Plan/Implementation Strategy, AdventHealth Winter Garden worked to define and address the needs of low-income, minority and underserved populations in its service area. The Community Health Needs Assessment used primary data interviews and surveys; secondary data from local, regional, and national health-related sources; and Hospital prevalence data to help the Hospital determine the health needs of the community it serves. Once the data was gathered, the health issues identified in the community health needs assessment were prioritized by community and Hospital stakeholders, who then selected key priorities for the Hospital to address in its Community Health Plan. The first-year progress on the Community Health Plan is noted below. The narrative describes the priorities identified in 2022 and gives an update on the strategies addressing those prioritized needs. There is also a description of the identified needs that the Hospital did not prioritize to address. The Hospital's chosen priorities are listed below:1. Enhance Mental Health Outreach2. Social Determinant of Health: Workforce Development Priority 1: Enhance Mental Health Outreach 2022 Description of the Priority: Mental health outreach and treatment were identified as top needs from the CHNA. This includes mental health crisis services and community awareness of available resources, mental health outpatient services capacity, behavioral health outpatient services for children, mental health inpatient bed capacity, mental health and substance use disorder transition care for inmates being released from jail, and mental health stigma reduction. There is a growing need in Orange, Osceola, and Seminole County to increase the available resources addressing mental health needs. 2023 Update: Goal 1.1: Expand access to mental health services for community members by partnering with faith and community partners. Objective 1.1.1: By the end of year 1, establish a Community Resource Spot in Osceola County to ensure access within the hospital service area. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Community Resource Spot: Definition and Function: A Community Resource Spot is a designated area within a community health framework that serves as a central hub for accessing a variety of resources and services aimed at supporting the health and well-being of community members. Community Resource Spot Purpose: The primary purpose of the Community Resource Spot is to provide easily accessible, comprehensive support to individuals and families, addressing a wide range of needs such as health care, social services, education, and community engagement. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.2: By the end of year 3, increase the mental health programming available to residents in Orange, Osceola, and Seminole county through the Community Resource Spots. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. Vicmael Arroyo, Chaplain, advised he has made good progress with Holy Redeemer Catholic Church in Osceola County, and they have begun working on logistics for the new Community Resource Center (CRS). They are currently focusing efforts on all the necessary training and resources and have a tentative ETA to be ready to launch by the end of this year. Objective 1.3: By the end of year 3, increase percentage of funding provided to partners who actively support mental health outreach and treatment by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The RFP grant cycle is in its final stage to select the new grant partners with a focus on mental health. Objective 1.4: Increase the number of area mental health nonprofit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's (WHH) Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 30 from a baseline of 19. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Objective 1.5: By the end of year 3, increase the closed loop referrals in the Whole Health Hub community resource network for mental health services and preventative programming in Whole Health Hub to 25% from baseline of 13%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. **see continuation of footnote
Part V, Section B, Line 11 Continuation of Footnote: Group A-Facility 1 -- AdventHealth Winter GardenDescription of CHNA Significant Needs ContinuedPriority 2: Social Determinants of Health - Workforce Development 2022 Description of the Priority: According to the CDC, social determinants of health (SDOH) are the conditions in the places where people live, learn, work, and play that affect a wide range of health risks and outcomes. Social determinants of health are increasingly seen as the largest contributing factor to health inequities in communities throughout the country. Based on the significance of need and available resources, the Hospitals will address social determinants of health with a focus on workforce as the Hospital believes that initially focusing on community workforce development will reduce housing burden and address other priorities identified, such as increasing access to care and mental health. 2023 Update: Goal 2.1: Increase support for career training and education programs. Objective 2.1.1: By the end of year 3, increase percentage of funding provided to partners who actively support community workforce training and education opportunities by 25%. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. The 2024 3C social determinant of health priority will be Workforce Development. More updates will come in 2024. The Collaborative Community Council (3C), a subcommittee of the AdventHealth Orlando Board of Directors, funds projects identified in the Community Health Needs Assessment (CHNA). Managed by AdventHealth Orlando, we partner with community organizations to create impactful solutions that enhance community health and reduce preventable medical costs. Our focus includes addressing the Social Determinants of Health (SDOH) to improve overall quality and longevity of life. Objective 2.1.2: Increase the number of area workforce development non-profit organizations trained on the Whole Health Hub and thus added to the Whole Health Hub's Trusted Network. The Whole Health Hub is a free website that allows anyone to search and connect to a wide variety of social services based on their location. By the end of year 3, we will increase the number of claimed profiles to 12 from a baseline of 5. This initiative and the reported outcomes are shared across all facilities in the Central Florida Division. No progress has been made on this objective. Priorities Not Addressed by the Hospital:The Community Health Needs Assessment identified multiple health needs through the collection of primary and secondary data. After reviewing the data, the Hospital and community stakeholders conducted a prioritization process. Listed below are the priorities not addressed and the reason why they were not selected to be addressed. 1. Health Care Access and Quality: This need was not chosen as a priority because the Hospital is already collaborating with several partners in the community and has launched several initiatives designed to address Health Care Access and Quality.
Part V, Section B, Line 16a-16c: Each hospital facility's FAP, FAP application form and plain language summary of the FAP was made widely available through the following websites: Facility 1 -- AdventHealth Orlando & Campuseshttps://www.adventhealth.com/legal/financial-assistance Facility 2 -- AdventHealth Sebring & Lake Placidhttps://www.adventhealth.com/legal/financial-assistance Facility 3 -- AdventHealth Wauchulahttps://www.adventhealth.com/legal/financial-assistance
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?76
Name and address Type of Facility (describe)
1 1 - AdventHealth Centra Care Lake Buena Vist
12500 South Apopka Vineland Road
Orlando,FL32836
Urgent Care Clinic
2 2 - AdventHealth Centra Care Mt Dora
19015 US Highway 441
Mount Dora,FL32757
Urgent Care Clinic
3 3 - AdventHealth Centra Care Winter Haven
7375 Cypress Gardens Boulevard
Winter Haven,FL33884
Urgent Care Clinic
4 4 - AdventHealth Centra Care St Cloud
4660 13th Street
St Cloud,FL34769
Urgent Care Clinic
5 5 - AdventHealth Centra Care Waterford Lakes
250 North Alafaya Trail Suite 135
Orlando,FL32825
Urgent Care Clinic
6 6 - AdventHealth Centra Care Orange Lake
8201 West Irlo Bronson Highway
Kissimmee,FL34747
Urgent Care Clinic
7 7 - AdventHealth Centra Care Lake Nona
9637 Lake Nona Village Place
Orlando,FL32827
Urgent Care Clinic
8 8 - AdventHealth Centra Care Hunter's Creek
3293 Greenwald Way North
Kissimmee,FL34741
Urgent Care Clinic
9 9 - AdventHealth Centra Care Orange City
1360 Saxon Boulevard
Orange City,FL32763
Urgent Care Clinic
10 10 - AdventHealth Centra Care Colonial Town
630 N Bumby Avenue
Orlando,FL32803
Urgent Care Clinic
11 11 - AdventHealth Centra Care Port Orange
1208 Dunlawton Avenue
Port Orange,FL32127
Urgent Care Clinic
12 12 - AdventHealth Centra Care Winter Garden
3005 Daniels Road
Winter Garden,FL34787
Urgent Care Clinic
13 13 - AdventHealth Centra Care South Orange
2609 South Orange Avenue
Orlando,FL32806
Urgent Care Clinic & Employer Onsite Clinic
14 14 - AdventHealth Centra Care Clermont
15701 State Road 50 Suite 101
Clermont,FL34711
Urgent Care Clinic
15 15 - AdventHealth Centra Care Sanford
4451 West 1st Street
Sanford,FL32771
Urgent Care Clinic
16 16 - AdventHealth Centra Care Oviedo
8010 Red Bug Lake Road
Oviedo,FL32765
Urgent Care Clinic
17 17 - AdventHealth Centra Care Poinciana
3759 Pleasant Hill Road
Kissimmee,FL34746
Urgent Care Clinic
18 18 - AdventHealth Centra Care Apopka
1520 West Orange Blossom Trail
Apopka,FL32712
Urgent Care Clinic
19 19 - AdventHealth Centra Care DeLand
2293 South Woodland Boulevard
Deland,FL32720
Urgent Care Clinic
20 20 - AdventHealth Centra Care Daytona
1014 West International Speedway
Boulevard
Daytona Beach,FL32114
Urgent Care Clinic
21 21 - AdventHealth Centra Care Altamonte Sprin
440 West State Road 436
Altamonte Springs,FL32714
Urgent Care Clinic
22 22 - AdventHealth Centra Care Wesley Chapel
1127 Bruce B Downs Boulevard
Wesley Chapel,FL33544
Urgent Care Clinic
23 23 - AdventHealth Centra Care Palm Coast
1270 Palm Coast Parkway Northwest
Palm Coast,FL32137
Urgent Care Clinic
24 24 - AdventHealth Centra Care Winter Park
3099 Aloma Avenue
Winter Park,FL32792
Urgent Care Clinic
25 25 - AdventHealth Centra Care Ormond Beach
1245 West Granada Boulevard
Ormond Beach,FL32174
Urgent Care Clinic
26 26 - Health First AH Centra Care Gateway
1223 Gateway Drive Suite 1E
Melbourne,FL32901
Urgent Care Clinic
27 27 - AdventHealth Centra Care Dr Phillips
8014 Conroy-Windermere Rd Suite 104
Orlando,FL32835
Urgent Care Clinic
28 28 - AdventHealth Centra Care Kissimmee
4320 West Vine Street
Kissimmee,FL34746
Urgent Care Clinic
29 29 - AdventHealth Centra Care Lee Road
2540 Lee Road
Winter Park,FL32789
Urgent Care Clinic
30 30 - AdventHealth Centra Care Lake Mary
2948 West Lake Mary Boulevard
Lake Mary,FL32746
Urgent Care Clinic
31 31 - AdventHealth Centra Care Kids Winter Par
2325 West Fairbanks Avenue
Winter Park,FL32789
Urgent Care Clinic/Ortho Urgent Care
32 32 - AdventHealth Centra Care Temple Terrace
5802 East Fowler Avenue
Temple Terrace,FL33617
Urgent Care Clinic
33 33 - AdventHealth Centra Care Horizons West
9225 Miley Drive Suite 100
Winter Garden,FL34787
Urgent Care Clinic
34 34 - AdventHealth Medical Group Family Medicine
6325 US Highway 27 N
Sebring,FL33872
Physician Clinic/Prompt care
35 35 - AdventHealth Centra Care Leesburg
1103 North 14th Street
Leesburg,FL34748
Urgent Care Clinic
36 36 - AdventHealth Centra Care University
11550 University Boulevard
Orlando,FL32817
Urgent Care Clinic
37 37 - AdventHealth Centra Care Brandon
10222 Bloomingdale Avenue
Riverview,FL33578
Urgent Care Clinic
38 38 - AdventHealth Centra Care Azalea Park
509 South Semoran Boulevard
Orlando,FL32807
Urgent Care Clinic
39 39 - AdventHealth Centra Care Longwood
855 North US Highway 17-92
Longwood,FL32750
Urgent Care Clinic
40 40 - Health First AH Centra Care Malabar
730 Malabar Road NE Suite B
Malabar,FL32950
Urgent Care Clinic
41 41 - AdventHealth Centra Care Ocoee
11001 West Colonial Drive Suite 110
Ocoee,FL34761
Urgent Care Clinic
42 42 - AdventHealth Centra Care Sand Lake Road
2301 Sand Lake Road
Orlando,FL32809
Urgent Care Clinic
43 43 - AdventHealth Centra Care Lakeland
3637 N Road 98
Lakeland,FL33809
Urgent Care Clinic
44 44 - AdventHealth Centra Care Conway
5810 South Semoran Blvd
Orlando,FL32822
Urgent Care Clinic
45 45 - Health First AH Centra Care Titusville
2335 South Washington Ave
Titusville,FL32780
Urgent Care Clinic
46 46 - AdventHealth Centra Care South Tampa
301 North Dale Mabry Highway
Tampa,FL33609
Urgent Care Clinic
47 47 - AdventHealth Centra Care Kids Lake Mary
105 South Country Club Road
Lake Mary,FL32746
Urgent Care Clinic
48 48 - AdventHealth Centra Care Ocala
3708 SW College Road
Ocala,FL34474
Urgent Care Clinic
49 49 - AdventHealth Medical Group Orthopedics a
4409 Sun N Lake Boulevard
Sebring,FL33872
Outpatient Phys Clinic
50 50 - AdventHealth Centra Care Carrollwood
4001 West Linebaugh Avenue
Tampa,FL33624
Urgent Care Clinic
51 51 - AdventHealth Centra Care Citrus Park
6930 Gunn Highway
Tampa,FL33625
Urgent Care Clinic
52 52 - AdventHealth Centra Care Trinity
11826 State Road 54
Odessa,FL33556
Urgent Care Clinic
53 53 - AdventHealth Primary Care Waterford
885 N Alafaya Trail Unit G04
Orlando,FL32828
Primary Care
54 54 - Health First AH Centra Care Cocoa Beach
105 S Banana River Blvd Unit SBPP
Cocoa Beach,FL32931
Urgent Care Clinic
55 55 - AdventHealth Primary Care Clermont
1919 E Hwy 50 Suite 205
Clermont,FL34711
Primary Care
56 56 - AdventHealth Primary Care Partin Settlem
2488 E Irlo Bronson Memorial Hwy204
Kissimmee,FL34744
Primary Care
57 57 - AdventHealth Primary Care Winter Garden
3131 Daniels Road Suite 106
Winter Garden,FL32825
Primary Care
58 58 - AdventHealth Primary Care Sanford
4425 West State Rd 46
Sanford,FL32771
Primary Care
59 59 - AdventHealth Primary Care Apopka
3030 East Semoran Blvd
Apopka,FL32703
Primary Care
60 60 - Health First AH Centra Care Melbourne
6345 N Wickham Rd Suite 101
Melbourne,FL32940
Urgent Care Clinic
61 61 - AdventHealth Primary Care Ocoee
11001 West Colonial Drive Suite 120
Ocoee,FL34761
Primary Care
62 62 - AdventHealth Primary Care Windermere
4757 The Grove Drive Unit 132
Windermere,FL34786
Primary Care
63 63 - AdventHealth Medical Group OB GYNPrompt
524 Carlton Street
Wauchula,FL33873
Outpatient Phys Clinic/Urgent Care
64 64 - AdventHealth Primary Care Flamingo Crossin
153 Sugar Belle Drive Suite J
Winter Gardens,FL34787
Primary Care
65 65 - Bethune Cookman Onsite
633 State Street
Daytona Beach,FL32114
Employer Onsite Clinic
66 66 - AdventHealth Primary CareTraining Ctr
25 South Terry Avenue
Orlando,FL32801
Primary Care
67 67 - AdventHealth Primary Care Port Orange
58210 S Williamson Blvd Suite 205
Port Orange,FL32128
Primary Care
68 68 - SIEMENS Onsite
4400 North Alafaya Trail MC Q1-240
Orlando,FL32826
Employer Onsite Clinic
69 69 - AdventHealth Medical Group Prompt Care a
2950 Alt US Hwy 27 S Suite B
Sebring,FL33870
Prompt Care
70 70 - OCG Onsite
450 East South Street
Orlando,FL32802
Employer Onsite Clinic
71 71 - AdventHealth Medical Group Cardiology &
463 Carlton Street
Wauchula,FL33873
Outpatient Phys Clinic
72 72 - Darden Onsite
1000 Darden Center Drive
Orlando,FL32837
Employer Onsite Clinic
73 73 - AdventHealth Primary Care Lakeland
6419 South Florida Avenue Suite 109
Lakeland,FL33813
Primary Care
74 74 - AdventHealth Waterman Employee Clinic
1000 Waterman Way
Tavares,FL32778
Employer Onsite Clinic
75 75 - AdventHealth Hope and Healing Center
212 Eslinger Way
Sanford,FL32773
Residential Level 2 Substance Abuse Center & Intensive Outpatient Program
76 76 - AdventHealth Trina Hidalgo Heart Care Ce
101 South Westmoreland Drive
Orlando,FL32805
Community Clinic
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Part I, Line 3c: Under each Hospital facility's Financial Assistance Policy, an individual is eligible for a 100% reduction from applicable charges if the individual's household income is at or below 200% of the current Federal Poverty Guidelines. Alternatively, a patient may also qualify for a 100% reduction from charges when the unpaid portion of a patient's bill exceeds 25% of the individual's annual household income and where the total annual household income is less than 500% of the Federal Poverty Guidelines. Medicare recipients may also be eligible for financial assistance under the Hospital's Financial Assistance Policy depending upon the individual's income and resources. Resources are generally defined as assets such as money in checking or savings accounts, stocks, and bonds.
Part I, Line 6a: The filing organization was a wholly owned subsidiary of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) during its current tax year. During the current year, AHSSHC served as a parent organization to 33 tax-exempt 501(c)(3) hospital organizations and a number of other health care facilities that operated in 12 states within the U.S. The system of organizations under the control and ownership of AHSSHC is known as "AdventHealth".All hospital organizations within AdventHealth collect, calculate, and report the community benefits they provide to the communities they serve. AdventHealth organizations exist solely to improve and enhance the local communities they serve. AdventHealth has a system-wide community benefits accounting policy that provides guidelines for its health care provider organizations to capture and report the costs of services provided to the underprivileged and to the broader community. Each AdventHealth hospital facility reports their community benefits to their Board of Directors and strives to communicate their community benefits to their local communities. Additionally, the filing organization's most recently conducted community health needs assessments and associated implementation strategies can be accessed on the filing organization's websites.
Part I, Line 7: The amounts of costs reported in the table in line 7 of Part I of Schedule H were determined by utilizing a cost-to-charge ratio derived from Worksheet 2, Ratio of Patient Care Cost-to-Charges, contained in the Schedule H instructions.
Part II, Community Building Activities: The costs of community building activities reported on Part II of Schedule H primarily represent the costs associated with commercially sponsored research conducted by one of the organization's hospitals. This one hospital participates in clinical drug and device research that is performed on patients who have a condition or disease for which the eventual commercial use of a drug or device is intended. This research is related to patient care and serves to expand scientific knowledge with respect to potential treatments and cures for various diseases and conditions. The remainder of the costs incurred stem from the hospitals' involvement in and support of various other community agencies in its service area that work collaboratively to help those in need and to improve the health and safety of the residents of the community. The organization's hospitals participate with a number of other community organizations to address the healthcare needs of all its communities. Both cash and in-kind donations are made annually to various local charitable organizations.
Part III, Line 2: The amount of bad debt expense reported on line 2 of Section A of Part III is recorded in accordance with Healthcare Financial Management Association Statement No. 15. Discounts and payments on patient accounts are recorded as adjustments to revenue, not bad debt expense.
Part III, Line 3: Methodology for Determining the Estimated Amount of Bad Debt Expense that May Represent Patients who Could Have Qualified under the Filing Organization's Financial Assistance Policy: Self-pay patients may apply for financial assistance by completing a Financial Assistance Application Form (FAA Form). If an individual does not submit a complete FAA Form within 240 days after the first post-discharge billing statement is sent to the individual, an individual may be considered for presumptive eligibility based upon a scoring tool that is designed to classify patients into groups of varying economic means. The scoring tool uses algorithms that incorporate data from credit bureaus, demographic databases, and hospital specific data to infer and classify patients into respective economic means categories. Individuals who earn a certain score on the scoring tool are considered to qualify as eligible for the most generous financial assistance under the filing organization's Financial Assistance Policy. As determined by the filing organization, a nominal amount of such a patient's bill is written off as bad debt expense, while the remaining portion of the patient's bill is considered non-state charity. The amount written off as bad debt expense for those patients who potentially qualify as non-state charity using the scoring tool is the amount shown on line 3 of Section A of Part III. Rationale for Including Certain Bad Debts in Community Benefit: The filing organization is dedicated to the view that medically necessary health care for emergency and non-elective patients should be accessible to all, regardless of age, gender, geographic location, cultural background, physician mobility, or ability to pay. The filing organization treats emergency and non-elective patients regardless of their ability to pay or the availability of third-party coverage. By providing health care to all who require emergency or non-elective care in a non-discriminatory manner, the filing organization is providing health care to the broad community it serves. As a 501(c)(3) hospital organization, the filing organization maintains one or more 24/7 emergency room(s) providing care to all whom present. When a patient's arrival and/or admission to the facility begins within the Emergency Department, triage and medical screening are always completed prior to registration staff proceeding with the determination of a patient's source of payment. If the patient requires admission and continued non-elective care, the filing organization provides the necessary care regardless of the patient's ability to pay. The filing organization's operation of a 24/7 Emergency Department that accepts all individuals in need of care promotes the health of the community through the provision of care to all whom present. Current Internal Revenue Service guidance that tax-exempt hospitals maintain such emergency rooms was established to ensure that emergency care would be provided to all without discrimination. The treatment of all at the filing organization's Emergency Department is a community benefit. Under the filing organization's Financial Assistance Policy, every effort is made to obtain a patient's necessary financial information to determine eligibility for financial assistance. However, not all patients will cooperate with such efforts and a financial assistance eligibility determination cannot be made based upon information supplied by the individual. In this case, a patient's portion of a bill that remains unpaid for a certain stipulated time period is wholly or partially classified as bad debt. Bad debts associated with patients who have received care through the filing organization's Emergency Departments should be considered community benefit as charitable hospitals exist to provide such care in pursuit of their purpose of meeting the need for emergency medical care services available to all in the community.
Part III, Line 4: Financial Statement Footnote Related to Accounts Receivable and Allowance for Uncollectible Accounts:The financial information of the filing organization is included in a consolidated audited financial statement for the current year. The applicable footnote from the attached consolidated audited financial statements that addresses accounts receivable, the allowance for uncollectible accounts, and the provision for bad debts can be found on pages 7 - 9. Please note that dollar amounts on the attached consolidated audited financial statements are in thousands.
Part III, Line 8: Costing Methodology: Medicare allowable costs were calculated using a cost-to-charge ratio. Rationale for Including a Medicare Shortfall as Community Benefit:As a 501(c)(3) organization, the filing organization provides emergency and non-elective care to all regardless of ability to pay. All hospital services are provided in a non-discriminatory manner to patients who are covered beneficiaries under the Medicare program. As a public insurance program, Medicare provides a pre-established reimbursement rate/amount to health care providers for the services they provide to patients. In some cases, the reimbursement amount provided to a hospital may exceed its costs of providing a particular service or services to a patient. In other cases, the Medicare reimbursement amount may result in the hospital experiencing a shortfall of reimbursement received over costs incurred. In those cases where an overall shortfall is generated for providing services to all Medicare patients, the shortfall amount should be considered as a benefit to the community. Tax-exempt hospitals are required to accept all Medicare patients regardless of the profitability, or lack thereof, with respect to the services they provide to Medicare patients. The population of individuals covered under the Medicare program is sufficiently large so that the provision of services to the population is a benefit to the community and relieves the burdens of government. In those situations where the provision of services to the total Medicare patient population of a tax-exempt hospital during any year results in a shortfall of reimbursement received over the cost of providing care, the tax-exempt hospital has provided a benefit to a class of persons broad enough to be considered a benefit to the community. Despite a financial shortfall, a tax-exempt hospital must and will continue to accept and care for Medicare patients. Typically, tax-exempt hospitals provide health care services based upon an assessment of the health care needs of their community as opposed to their taxable counterparts where profitability often drives decisions about patient care services that are offered. Patient care provided by tax-exempt hospitals that results in Medicare shortfalls should be considered as providing a benefit to the community and relieving the burdens of government. Reconciliation of Schedule H Reported Medicare Surplus/(Shortfall) to Unreimbursed Medicare Costs Associated with the Provision of ServicesTo All Medicare Beneficiaries: The Medicare revenue and allowable costs of care reported in Section B of Part III of Schedule H are based upon the amounts reported in the filing organization's Medicare cost report in accordance with the IRS instructions for Schedule H. On an annual basis, the filing organization also determines its total unreimbursed costs associated with providing services to all Medicare patients. Unreimbursed costs are considered a community benefit to the elderly and are combined into an annual Community Benefit Statement prepared by AdventHealth. The primary reconciling items between the Medicare surplus/(shortfall) shown on line 7 of Section B of Part III of Schedule H and the filing organization's unreimbursed costs of services provided to all Medicare patients are as follows: - Medicare surplus/(shortfall) shown on line 7 of Section B of Schedule H: $(149,713,834) - Difference in costing methodology: 15,398,713 - Unreimbursed costs incurred for services provided to Medicare patients that are not included in the organization's Medicare cost report: (324,343,361) ------------- Total Unreimbursed costs of serving all Medicare patients per the filing organization's communitybenefit reporting $(458,658,483) As indicated above, the primary differences between the Medicare surplus/(shortfall) reported on Schedule H, Part III, Section B, line 7 and the filing organization's portion of the Company's annual community benefit statement is due to a difference in the costing methodology and differences in the population of Medicare patients within the calculation. The cost methodology utilized in calculating any Medicare surplus/(shortfall) for purposes of the annual community benefit reporting is based upon the cost-to-charge ratio outlined in Worksheet 2 of the Schedule H instructions. The same cost-to-charge ratio is used to determine the costs associated with services provided to charity care patients and Medicaid patients as reported in Schedule H, Part I, line 7. In addition, the Medicare cost report excludes services provided to Medicare patients for physician services, services provided to patients enrolled in Medicare HMOs, and certain services provided by outpatient departments of the filing organization that are reimbursed on a fee schedule. The Company's own community benefit statement captures the unreimbursed cost of providing services to all Medicare beneficiaries throughout the organization.
Part III, Line 9b: Collection Policies: The hospital filing organization's collection practices are in conformity with the requirements set forth in the 2014 Final Regulations regarding the requirements of Internal Revenue Code Section 501(r)(4) - (r)(6). No extraordinary collection actions (ECA's) are initiated by the hospital filing organization in the 120-day period following the date after the first post-discharge billing statement is sent to the individual (or, if later, the specified deadline given in a written notice of actions that may be taken, as described below). Individuals are provided with at least one written notice (notice of actions that may be taken) and a copy of the filing organization's Plain Language Summary of the Financial Assistance Policy that informs the individual that the hospital filing organization may take actions to report adverse information to credit reporting agencies/bureaus if the individual does not submit a Financial Assistance Application Form (FAA Form) or pay the amount due by a specified deadline. The specified deadline is not earlier than 120 days after the first post-discharge billing statement is sent to the individual and is at least 30 days after the notice is provided. A reasonable attempt is also made to orally notify an individual about the filing organization's Financial Assistance Policy and how the individual may obtain assistance with the Financial Assistance application process. If an individual submits an incomplete FAA Form during the 240-day period following the date on which the first post-discharge billing statement was sent to the individual, the hospital filing organization suspends any reporting to consumer credit reporting agencies/bureaus (or ceases any other ECA's) and provides a written notice to the individual describing what additional information or documentation is needed to complete the FAA Form. This written notice contains contact information including the telephone number and physical location of the hospital facility's office or department that can provide information about the Financial Assistance Policy, as well as contact information of the hospital facility's office or department that can provide assistance with the financial assistance application process or, alternatively, a nonprofit organization or governmental agency that can provide assistance with the financial assistance application process if the hospital facility is unable to do so. If an individual submits a complete FAA Form within a reasonable time-period as set forth in the notice described above, the hospital filing organization will suspend any adverse reporting to consumer credit reporting agencies/bureaus until a financial assistance policy eligibility determination can be made.
Part VI, Line 2: As reported in Schedule H, Part V, Section B, the filing organization's hospital facilities conduct their community health needs assessments (CHNAs) every three years. Their 2022 CHNAs were adopted by all hospital governing boards by December 31, 2022, the end of the filing organization's taxable year in which the CHNAs were conducted. All of the filing organization's hospital facilities' CHNAs complied with the guidance set forth by the IRS in Final Regulation Section 1.501(r)-3. In addition to the CHNAs discussed above, a variety of practices and processes are in place to ensure that the filing organization is responsive to the health needs of all of its communities. Such practices and processes involve the following:1. Hospitals' operating/community boards composed of individuals broadly representative of the community, community leaders, and those with specialized medical training and expertise;2. Post-discharge patient follow-up related to the on-going care and treatment of patients who suffer from chronic diseases; 3. Sponsorship and participation in community health and wellness activities that reach a broad spectrum of the filing organization's hospital communities; and 4. Collaboration with other local community groups to address the health care needs of the filing organization's hospital communities.
Part VI, Line 3: The Financial Assistance Policy (FAP), Financial Assistance Application Form (FAA Form), and the Plain Language Summary of the Financial Assistance Policy (PLS) of the filing organization's hospital facilities are transparent and available to all individuals served at any point in the care continuum. The FAP, FAA Form, PLS, and contact information for the hospital facilities' financial counselors are prominently and conspicuously posted on the filing organization's hospital facilities' websites. Each hospital facility's website indicates that a copy of the FAP, FAA Form, and PLS is available and how to obtain such copies in the primary languages of any populations with limited proficiency in English that constitute the lesser of 1,000 individuals or 5% of the members of the community served by the relevant hospital facility (referred to below as LEP defined populations). Signage is displayed in public locations of the filing organization's hospital facilities, including at all points of admission and registration and the Emergency Department. The signage contains each hospital facility's website address where the FAP, FAA Form, and PLS can be accessed and the telephone number and physical location that individuals can call or visit to obtain copies of the FAP, FAA Form and PLS or to obtain more information about the hospital facility's FAP, FAA Form and PLS. Paper copies of each hospital facility's FAP, FAA Form and PLS are available upon request and without charge, both in public locations in the hospital facility and by mail. Paper copies are made available in English and in the primary languages of any LEP defined populations. The filing organization's hospital facilities' financial counselors seek to provide personal financial counseling to all individuals admitted to the hospital facilities who are classified as self-pay during the course of their hospital stay or at time of discharge to explain the FAP and FAA Form and to provide information concerning other sources of assistance that may be available, such as Medicaid. A paper copy of each hospital facility's PLS will be offered to every patient as a part of the intake or discharge process. A conspicuous written notice is included on all billing statements sent to patients that notifies and informs recipients about the availability of financial assistance under the filing organization's financial assistance policy, including the following: 1) the telephone number of the hospital facilities' office or department that can provide information about the FAP and the FAA Form; and 2) the website address where copies of the FAP, FAA Form and PLS may be obtained. Reasonable attempts are made to inform individuals about the hospital facilities' FAP in all oral communications regarding the amount due for the individual's care. Copies of the PLS are distributed to members of each hospital facility's community in a manner reasonably calculated to reach those members of the community who are most likely to require financial assistance.
Part VI, Line 4: See Part VI, Line 4 footnote below.
Part VI, Line 5: The provision of community benefit is central to the filing organization's mission of service and compassion. Restoring and promoting the health and quality of life of those in the communities served by the filing organization is a function of "extending the healing ministry of Christ and embodies the filing organization's commitment to its values and principles. The filing organization commits substantial resources to provide a broad range of services to both the underprivileged as well as the broader community. In addition to the community benefit and community building information provided in Parts I, II and III of this Schedule H, the filing organization captures and reports the benefits provided to its community through faith-based care. Examples of such benefits include the cost associated with chaplaincy care programs and mission peer reviews and mission conferences. During the current year, the filing organization provided $10,097,658 of benefit with respect to the faith-based and spiritual needs of the communities it serves in conjunction with its operation of community hospitals. The filing organization also provides benefits to its communities' infrastructure by investing in capital improvements to ensure that facilities and technology provide the best possible care. During the current year, the filing organization expended $211,278,302 in new capital improvements.As faith-based mission-driven community hospitals, the filing organization is continually involved in monitoring its communities, identifying unmet health care needs and developing solutions and programs to address those needs. In accordance with its conservative approach to fiscal responsibility, surplus funds of the Hospitals are continually being invested in resources that improve the availability and quality of delivery of health care services and programs to its communities.
Part VI, Line 6: The filing organization is a part of a faith-based healthcare system of organizations whose parent is Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). The system is known as AdventHealth. AHSSHC is an organization exempt from federal income tax under IRC Section 501(c)(3). AHSSHC and its subsidiary organizations operate 50 hospitals throughout the U.S., primarily in the Southeastern portion of the U.S. AHSSHC and its subsidiaries also operate other ancillary health care provider facilities, such as ambulatory surgery centers and diagnostic imaging centers. As the parent organization of AdventHealth, AHSSHC provides executive leadership and other professional support services to its subsidiary organizations. Professional support services include among others IT, corporate compliance, legal, reimbursement, risk management, and tax as well as treasury functions. Certain support services, such as human resources, payroll, A/P, and supply chain management are provided pursuant to a shared services model by AHSSHC to its subsidiary organizations. The provision of these executive and support services on a centralized basis by AHSSHC provides an appropriate balance between providing each AdventHealth subsidiary hospital organization with mission-driven consistent leadership and support while allowing the hospital organization to focus its resources on meeting the specific health care needs of the community it serves. The reader of this Form 990 should keep in mind that this reporting entity may differ in certain areas from that of a stand-alone hospital organization due to its inclusion in a larger system of healthcare organizations. As a part of a system of hospital and other health care organizations, the filing organization benefits from reduced costs due to system efficiencies, such as large group purchasing discounts, and the availability of internal resources such as internal legal counsel. The filing organization pays a management fee to AHSSHC for the services provided by AHSSHC. As a result, management fee expense reported by the filing organization may appear greater in relation to management fee expense that may be reported by a single stand-alone hospital. The single stand-alone hospital would likely report costs associated with management and other professional services on various expense line items in its statement of revenue and expense as opposed to reporting such costs in one overall management fee expense. As the reporting of the Form 990 is done on an entity-by-entity basis, there is no single Form 990 that captures the programs and operations of AdventHealth as a whole. The reader is directed to visit the website of AdventHealth at www.adventhealth.com to learn more about the mission and operations of the filing organization.
Part VI, Line 4: In 2023, the filing organization operated 3 separately licensed hospitals that together encompassed 11 separate campus locations and 9 off-site emergency departments. The hospitals are located in Florida. A description of each hospital and the communities they serve is described below.Facility Reporting Group - AAdventist Health System/Sunbelt, Inc.:AdventHealth's Central Florida Division South Region consists of a 3,251-bed medical complex in Central Florida with eight separate hospital campuses and nine off-site emergency departments (the Hospitals) that operate under a single hospital license. The Hospitals serve the residents of Central Florida (primarily serving the residents of Orange, Osceola, Seminole and Lake County) but also draw patients from other parts of the Southeastern United States, the Caribbean and South America. The 8-campus health system is the largest healthcare provider in Central Florida with more than 2 million patient visits per year and is the nation's largest Medicare provider. It is the second largest employer in the area.The main campus of AdventHealth's Central Florida Division South Region is located in Orlando, Florida (Orange County) near the downtown area. The other 7 campuses are located in surrounding communities in the counties of Orange, Osceola, and Seminole. In addition to operating the 8 hospitals, it also operates 57 full-service urgent care clinics in convenient community settings.During 2023, the patient percentage population for the eight campuses was made up of the below payors with the remaining percentage of the patients being covered under commercial insurance. In 2023, about 74.9% of the Hospital's in-patients were admitted through the Hospital's Emergency Department. - Medicare Patients 43.6% - Medicaid Patients 13.3% - Self-Pay Patients 4.7%The demographic makeup of the communities served and a brief description of each of the hospital campuses is described below: Lake Orange Osceola Seminole - Population 383,956 1,429,908 388,656 470,856 (2020 Data) - Population Over 65 26.5% 11.6% 13.0% 15.2% (2019 Data) - Poverty (Below 100% FPL) 12.0% 14.9% 14.8% 10.6% (2015-2019 Data) - High School Graduation Rate 89.5% 88.5% 86.7% 94.3% (2015-2019 Data) - Uninsured Adults 10.6% 13.3% 13.2% 9.5% (2016-2020 Data) - Food Insecurity Rate 13.9% 14.2% 14.6% 11.9% (2021 Data)*AdventHealth Orlando (Orange County) - At the core of AdventHealth's Central Florida Division South Region, AdventHealth Orlando (AHO) is a 1,395-bed acute-care tertiary hospital. AHO is home to nationally recognized Centers of Excellence for cancer, cardiology, children's health, diabetes, neuroscience, orthopedics, transplant and global robotics. AdventHealth Orlando houses one of the largest Emergency Departments and cardiac catheterization labs in the country and is one of the busiest hospitals in the nation. The campus also includes a state-of-the-art Cardiac Diagnostic Center, featuring 15 Cath and electro physiology (EPS) Labs, and an inpatient Hospice unit.Additionally, AHO houses the Translational Research Institute, a 54,000 square-foot facility devoted to the study of obesity and metabolic origins of cardiovascular disease with the aim of developing new treatments to battle diabetes and obesity. AHO also serves as a teaching hospital for family medicine, allopathic and osteopathic tracts, emergency medicine, neuromusculoskeletal medicine, general surgery, podiatric medicine and surgery, and internal medicine. As one of the premier health systems in the nation, AHO sets the standard for innovation, quality, and comprehensive care.AdventHealth for Women at Orlando is a 12-story hospital located on the Orlando campus. The first floor houses the Breastfeeding Center, parent education classroom as well as obstetrical triage and registration. 10 of the 12 floors are complete, which include 72 mother-baby rooms and high-risk OB rooms, 14 labor and delivery suites, 13 operating rooms, 82 NICU beds, 104 oncology beds which include GYN oncology, medical oncology, 32-bed ICU capable BMT unit, and a 36-bed thoracic pulmonary Unit.Also located on the AHO Campus is the Walt Disney Pavilion at AdventHealth for Children. The Walt Disney Pavilion is not a stand-alone facility but rather a 7-story, 198-bed tower located on AHO's campus. It is a full-service facility served by more than 140 pediatric specialists and a highly trained pediatric team of more than 800 employees. The Walt Disney Pavilion at AdventHealth for Children delivers a complete range of pediatric health services for younger patients including advanced surgery, oncology, neurosurgery, cardiology and transplant services; full-service pediatrics; and an innovative health and obesity platform.*AdventHealth Altamonte (Seminole County) - AdventHealth Altamonte is a 389-bed facility, which has recently doubled in size with a new patient tower to better serve a busy community. AdventHealth Altamonte was the first "satellite" hospital, built in 1973 on what was then pastureland, miles from the nearest business district. Located north of Orlando in fast-growing Seminole County, AdventHealth Altamonte is the second largest satellite campus within AdventHealth's Central Florida Division South Region. In addition to maternity, pediatric, NICU, emergency, medical and surgical services, the hospital operates the Martin Andersen Cancer Center (along with the region's only Cancer Resource Library), a heart catheterization lab, and a comprehensive outpatient program which includes surgery, diagnostics, and medical treatment programs. In 2014, the Mother Baby Unit was expanded to provide a 15-bed CDU, 10 new LDR rooms, 6 triage rooms, and a new C-section operating room and recovery unit. In 2018, a 10-bed Level II Neonatal Intensive Care Unit (NICU) was added. *** see continuation of footnote
Part VI, Line 4 Continuation of Footnote: Facility Reporting Group - ADescription of Community Information - Continued*AdventHealth Apopka (Orange County) - In 1975, AdventHealth Apopka became the second satellite hospital. For over four decades, AdventHealth Apopka has set the standard in hometown health care by providing high-tech, quality care with a personalized touch. In December, 2017, construction was completed on a $203 million replacement facility located approximately three miles from the existing facility. The new, 320,000 square foot facility was built on a 71-acre site. Five of the seven floors have been built out with the remaining two floors to be shelled in for future expansion. The 120-bed facility includes intensive care, emergency medicine, endoscopy, outpatient, diagnostic, respiratory, and rehabilitation services.*AdventHealth Celebration (Osceola County) - AdventHealth Celebration is a cornerstone of Disney's planned community in Celebration, Florida. Today, this 357-bed acute care hospital delivers a state-of-the-art healing environment to residents of Osceola, Orange, Polk and Lake Counties, as well as to visitors from across the United States and the world. From its creation, AdventHealth Celebration has been about promoting health and wellness as well as healing. Inside the resort-style hospital there is a wellness center, complete with workout area, pool, and rehabilitation facility. AdventHealth Celebration also houses the Global Robotics Institute, which provides patients with access to some of the most experienced robotic surgeons in the world. The Nicholson Center for Surgical Advancement also is a location where surgeons from around the world travel to learn the latest robotic surgery techniques. The Institute for Interactive Patient Care is a 234,000 square-foot patient tower with 62 beds and was the first of its kind in the nation where physicians can study everything from new patient safety technology to the impact of changing communication with patients about their care. In 2013, a four-story medical office building was added in which the Women's Institute is situated. In 2014, a new 5th floor inpatient 32 bed state-of-the art medical/surgical unit was added. In 2018, two inpatient surgical cardiovascular OR's were added. In 2020, a five-story, 166,000 square foot tower was added which, in addition to 80 new acute care beds, includes a state-of-the art unit featuring six Cath labs and two cardiac operating rooms. The expansion allowed for the launch of comprehensive stroke care, which includes 24/7 emergency neurosurgery and interventional neurosurgery. AdventHealth Celebration offers services in cancer, digestive health, neuroscience, weight-loss services and surgery, orthopedic health, spine health, thoracic surgery, women's and men's health, robotic-assisted surgeries, and imaging diagnostics. *AdventHealth East Orlando (Orange County) - AdventHealth East Orlando is an innovative local leader that fills a vital need in a fast-growing area. A recent 200,000 square-foot expansion project upgraded the Hospital to 295 beds, with a spacious patient tower and 80 new private rooms designed to enhance the holistic care experience. In 2014, an expanded ED provided 60 new treatment rooms. AdventHealth East Orlando includes a teaching hospital with residencies in family medicine, podiatry, and emergency medicine. The campus is also home to an outpatient surgery center, a hospital-based Center for Medical Simulation and Education, a Cancer Institute featuring state-of-the-art technology for radiation oncology and a dedicated infusion center, as well as a 12-bed Children's Emergency Center. Alongside having the largest emergency room in Central Florida, other services include cardiovascular, pulmonary, and digestive health, orthopedics and rehabilitation, ear/nose/throat, andrology, and urology. The Hospital also meets the diverse needs of its growing community at its brand-new, freestanding emergency room, AdventHealth Waterford Lakes ER, which offers hospital-based ER services by board-certified emergency physicians, critical care nurses, and stroke and chest pain experts. *AdventHealth Kissimmee (Osceola County) - AdventHealth Kissimmee is a 242-bed community-focused hospital, conveniently located near Walt Disney World. The team located at AdventHealth Kissimmee is dedicated to bringing mission-focused, faith-based care to residents and visitors of Osceola and Orange Counties. This facility has recently expanded to include a new medical office building, patient tower, new main entrance, expanded Emergency Department and a parking garage. The three-story patient tower includes private patient rooms and a host of modern amenities and technologies. Services offered include cardiovascular services, orthopedics and rehabilitation, neuroscience, cancer, diabetes, gastroenterology, emergency services, urology, and imaging resources. *AdventHealth Winter Garden (Orange County) - AdventHealth Winter Garden officially opened the inpatient pavilion May, 2022, to serve the residents of Winter Garden and West Orange County. The $229.5 million, five-story tower currently has 80 beds and compliments the existing 24-bed emergency department and medical office building. The hospital was designed to provide patients with a feeling of home and includes details such as single-occupancy rooms and private bathrooms, large windows that allow more natural light, an outdoor courtyard for patients and family to get sunshine and fresh air, and an indoor dining area with an array of food options so patients can access comfort food prepared in a healthier way. The tower also includes some high-tech features including a centralized patient monitoring system, a full service lab, seven surgery rooms and a dedicated imaging level. In addition to emergency services, the tower provides several new services, such as advanced gynecology, cardiology, gastroenterology, general surgery, neurology, spine health and urology. *AdventHealth Winter Park (Orange County) - AdventHealth Winter Park is a 373-bed facility that is a model of community health and wellness. The facility boasts spacious patient care areas and a full spectrum of specialties and services, including the Dr. P. Phillips Baby Place (with Level II NICU), AdventHealth Orthopedic Institute, and state-of-the-art surgery, recovery and rehabilitation at the AdventHealth Cancer Institute. In 2019, the new 5-story Nicholson Pavilion opened, adding 80 all-private rooms to the AdventHealth Winter Park campus. AdventHealth Winter Park has the Central Florida Region's only senior-friendly emergency room. Services offered at AdventHealth Winter Park include cancer, cardiovascular, digestive health, women's health, neuroscience, ophthalmology, orthopedics and rehabilitation, urology, and sports medicine The Hospital also provides timely, convenient and quality emergency care at its state-of-the-art freestanding emergency room, AdventHealth Oviedo ER, which is staffed with physicians trained to provide medical treatments for adults and children. *** see continuation of footnote
Part VI, Line 4 Continuation of Footnote: Facility Reporting Group - ADescription of Community Information - ContinuedAdventist Health System/Sunbelt, Inc. dba AdventHealth Sebring:AdventHealth Sebring is comprised of three separate hospital campuses with a total of 229 beds. Two of the hospital campuses are located in Highlands County, Florida and operate under a single hospital license and the third separately licensed campus is located in Hardee County, Florida. Highlands and Hardee counties are in the south central areas of Florida and are adjacent to each other.During 2023, the patient percentage population for all three campuses of AdventHealth Sebring was made up of the below payors with the remaining percentage of the patients being covered under commercial insurance. In 2023, about 74.0% of the Hospital's in-patients were admitted through the Hospital's Emergency Department. - Medicare Patients 61.5% - Medicaid Patients 12.9% - Self-Pay Patients 4.6%*AdventHealth Sebring (Highlands County) - The main 171-bed hospital facility, located in north Sebring, was opened in 1998 to serve the Florida Heartland region which includes Highlands County and five surrounding inland, non-metropolitan counties. AdventHealth Sebring has key service lines, including a heart & vascular center, Cancer Institute, Breast Care Center, Blessed Beginnings Birthing Center, and Emergency Services. The Hospital has also established a retail pharmacy and Orthopedic unit. AdventHealth Sebring is on the cutting edge of technology in Highlands County, being the only Orthopedic program to use the MAKOplasty Robot and only Surgical Services Program to use the da Vinci Robot. The Hospital has received recognition for its patient safety, orthopedics, heart care, and as a breast imaging center of excellence. The Hospital has been recognized and received an "A" from the Leapfrog Group in patient safety.The demographic makeup of AdventHealth Sebring's community is as follows: - Population 108,442 - Population Over 65 32.3% - Poverty (Below 100% FPL) 16.9% - High School Graduation Rate 82.4% - Uninsured Adults 12.3% - Food Insecurity Rate 17.6% - Pop. with Low Food Access 44.5%*AdventHealth Lake Placid (Highlands County) - This satellite facility houses 33 medical and surgical beds, and provides a wide range of services that are highly sophisticated for a small community hospital. This campus also specializes in inpatient geriatric psychiatric services within Highlands and Hardee counties. The need for behavioral health services is extreme in both counties since there is no other program closer than sixty miles. AdventHealth Lake Placid has received national recognition in patient safety, ultrasound and computed tomography (CT), and Emergency Department (ED) areas. To better meet the needs of Highlands County, the Hospital offers a Wellness Center, along with educational classes, for the community. Key service lines include ER, ICU and the Medical Surgical Unit. AdventHealth Lake Placid is on the leading edge of technology in Highlands County as the only Hospital to utilize virtual and room sterilization technology.The demographic makeup of AdventHealth Lake Placid's community is as follows: - Population 64,751 - Population Over 65 27.2% - Poverty (Below 100% FPL) 20.2% - High School Graduation Rate 80.7% - Uninsured Adults 12.3% - Food Insecurity Rate 18.0% - Pop. with Low Food Access 43.4% *AdventHealth Wauchula (Hardee County) - Built at a new location in 2017, this campus is licensed for 25 beds and specializes in emergency and outpatient care, while offering excellent medical inpatient services. The Hospital contains the only ER in Hardee County. AdventHealth Wauchula offers many inpatient and outpatient services, including physical & occupational therapy, a transitional care unit, medical surgical swing unit, and the only mammography unit in Hardee County, the Linda Adler Mammography Center. In 2019, AdventHealth Wauchula opened a Wellness Center to better meet the health needs of Hardee County. The Hospital has been recognized as a Top Rural Hospital by The Leapfrog Group and best hospital for patient safety. The demographic makeup of AdventHealth Wauchula's community is as follows: - Population 113,160 - Population Over 65 31.6% - Poverty (Below 100% FPL) 17.5% - High School Graduation Rate 83.0% - Uninsured Adults 12.4% - Food Insecurity Rate 17.6% - Pop. with Low Food Access 45.3%
Part VI, Line 7: The filing organization does not file an annual community benefit report with any state agencies.
Schedule H (Form 990) 2023
Additional Data


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Schedule I
(Form 990)
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 the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number
59-1479658
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 Foundation Inc
900 Hope Way
ALTAMONTE SPRINGS,FL32714
59-2219301 501(c)(3) 951,015 159,478 Book Other General Support
(2) Adventhealth University Inc
671 Winyah Dr
Orlando,FL32803
59-3069793 501(c)(3) 0 22,390 Book Medical Supplies General Support
(3) Adventist Care Centers - Courtland Inc
730 Courtland St
Orlando,FL32804
20-5774723 501(c)(3) 447,425 0     General Support
(4) Advocates For World Health Inc
13200 Belcher Road S
Largo,FL33773
26-4695101 501(c)(3) 0 68,600 Book Medical Supplies General Support
(5) African-American Chamber Of Commerce Of Central Florida Inc
3201 E Colonial Drive A-20
Orlando,FL32803
59-3314330 501(c)(6) 11,500 0     General Support
(6) Ali's Hope Foundation Inc
1180 Spring Centre S Blvd 210
Altamonte Springs,FL32714
46-1222839 501(c)(3) 7,500 0     General Support
(7) Alzheimer's & Dementia Resource Center Inc
1410A Gene Street
Winter Park,FL32789
59-2496511 501(c)(3) 8,250 0     General Support
(8) American Diabetes Association Inc
1101 N Lake Destiny Rd
Maitland,FL327517105
13-1623888 501(c)(3) 30,000 0     General Support
(9) American Cancer Society Inc
1100 Pennsylvania Ave
Kansas City,MO64105
13-1788491 501(c)(3) 120,000 0     General Support
(10) American Heart Association Inc
10460 Roosevelt Blvd N 306
St Petersburg,FL33716
13-5613797 501(c)(3) 185,000 0     General Support
(11) American Muslim Social Services Inc
588 S Wilma St
Longwood,FL32750
81-4681715 501(c)(3) 24,000 0     General Support
(12) Arts Foundation For Seniors Inc
Po Box 3269
Orlando,FL32802
92-0800650 501(c)(3) 200,000 0     General Support
(13) Aspire Health Partners Inc
5151 Adanson St
Orlando,FL32804
59-2301233 501(c)(3) 826,917 0     General Support
(14) Association Of Women'S Health Obstetric And Neonatal Nurses
1800 M Street Nw 740S
Washington,DC20036
52-1788738 501(c)(3) 6,000 0     General Support
(15) Avon Park Seventh-Day Adventist Church
1410 W Avon Boulevard
Avon Park,FL33825
59-3057686 501(c)(3) 108,365 0     General Support
(16) Boy Scouts Of America Inc Central Florida Council
1951 S Orange Blossom Tr Ste 102
Apopka,FL327037747
59-0624376 501(c)(3) 28,000 0     General Support
(17) Boys Town Central Florida Inc
975 Oklahoma Street
Oviedo,FL32765
20-0654235 501(c)(3) 7,500 0     General Support
(18) Center For Independent Living In Central Florida Inc
720 N Denning Dr
Winter Park,FL32789
59-1828770 501(c)(3) 6,000 0     General Support
(19) Central Florida Family Health Center Inc dba True Health
4930 E Lake Mary Blvd
Sanford,FL327716012
59-1741286 501(c)(3) 100,000 0     General Support
(20) Central Florida Health Care Coalition Inc
5717 Red Bug Lake Road Suite 118
Winter Springs,FL32708
59-2500692 501(c)(3) 10,000 0     General Support
(21) Central Florida Pediatric Society Inc
1890 State Road 436 215
Winter Park,FL32804
23-7422278 501(c)(3) 10,000 0     General Support
(22) Champion for Children Foundation of Highlands County Inc
419 E Center Avenue
Sebring,FL33870
65-0444941 501(c)(3) 13,000 0     General Support
(23) Christian Service Center For Central Florida Inc
808 West Central Blvd
Orlando,FL32805
59-1353031 501(c)(3) 15,000 0     General Support
(24) Christian Tech Center Ministries Inc
1006 W State Road 434
Longwood,FL32750
88-1085380 501(c)(3) 12,500 0     General Support
(25) City Of Apopka
11 North Forest Ave
Apopka,FL32703
59-6000265 Gov't 50,000 0     General Support
(26) Creation Development Foundation Inc
599 Celebration Place
Celebration,FL34747
45-3411581 501(c)(3) 40,000 0     General Support
(27) Daves House Inc
9152 Point Cypress Dr
Orlando,FL32836
27-0533943 501(c)(3) 10,000 0     General Support
(28) East Orlando Health & Rehab Center Inc
250 South Chickasaw Trail
Orlando,FL32825
20-5774748 501(c)(3) 1,485,742 0     General Support
(29) Edible Education Experience Inc
26 E King St
Orlando,FL32804
46-5655482 501(c)(3) 15,000 0     General Support
(30) Find Feed & Restore Inc
830 W Montrose Street
Clermont,FL34711
86-3070194 501(c)(3) 21,000 0     General Support
(31) FLNC Inc
3355 E Semoran Blvd
Apopka,FL32703
20-5774761 501(c)(3) 4,688,825 0     General Support
(32) Florida Hospital Waterman Inc
1000 Waterman Way
Tavares,FL32778
59-3140669 501(c)(3) 7,286 0     General Support
(33) Florida Senior Housing Initiative Inc
10151 Deerwood Park Blvd Bld
300ST300
Jacksonville,FL32256
93-1704402 501(c)(3) 11,441,000 0     General Support
(34) Forest City Spanish Seventh Day Adventist Church
7601 Forest City Rd
Orlando,FL32810
59-3291153 501(c)(3) 18,000 0     General Support
(35) Forest Lake Academy
500 Education Loop
Apopka,FL32703
59-0816443 501(c)(3) 25,000 0     General Support
(36) Forest Lake Education Center
1275 Learning Loop
Longwood,FL32779
59-3143238 501(c)(3) 500,000 0     General Support
(37) Foundation For Orange County Public Schools
445 W Amelia St Ste 901
Orlando,FL32801
59-2788435 501(c)(3) 73,612 0     General Support
(38) Foundation For Seminole State College Of Florida Inc
1055 AAA Drive
Heathrow,FL32746
23-7033822 501(c)(3) 250,000 0     General Support
(39) Give Kids The World Inc
210 South Bass Road
Kissimmee,FL34746
59-2654440 501(c)(3) 10,000 0     General Support
(40) Grace Medical Home Inc
1417 E Concord St
Orlando,FL32803
26-1817966 501(c)(3) 168,000 0     General Support
(41) Harbor House Of Central Florida Inc
Po Box 680748
Orlando,FL32868
59-1712936 501(c)(3) 10,000 0     General Support
(42) Harvest Time International Inc
225 Harvest Time Dr
Sanford,FL32771
54-1698630 501(c)(3) 8,000 0     General Support
(43) Health Care Center For The Homeless Inc
234 North Orange Blossom Trail
Orlando,FL32805
59-3185020 501(c)(3) 100,000 0     General Support
(44) Healthy Start Coalition Of Osceola County Inc
1014 Pennsylvania Ave
St Cloud,FL34769
59-3212535 501(c)(3) 12,000 0     General Support
(45) Heart Of Florida United Way Inc
1940 Traylor Blvd
Orlando,FL32804
59-0808854 501(c)(3) 35,000 0     General Support
(46) Hebni Nutrition Consultants Inc
2009 W Central Blvd
Orlando,FL32805
59-3258397 501(c)(3) 150,000 0     General Support
(47) Help Now Of Osceola Inc
108 Church Street
Kissimmee,FL34741
59-2283508 501(c)(3) 15,000 0     General Support
(48) Hispanic Business Initiative Fund Of Florida Inc
3201 E Colonial Dr Ste A20
Orlando,FL32803
59-3341405 501(c)(3) 13,000 0     General Support
(49) Hispanic Heritage Scholarship Fund Of Metro Orlando Inc
518 S Magnolia Ave Suite 100
Orlando,FL32801
01-0807279 501(c)(3) 12,500 0     General Support
(50) Hope Community Center Inc
1016 N Park Ave
Apopka,FL327122720
56-2551312 501(c)(3) 7,500 0     General Support
(51) Hope Helps Inc
812 Eyrie Dr
Oviedo,FL32765
20-8490916 501(c)(3) 10,000 0     General Support
(52) Hope Partnership Inc dba Community Hope Center
2420 Old Vineland Road
Kissimmee,FL34746
80-0855060 501(c)(3) 40,000 0     General Support
(53) Idignity Inc
424 E Central Blvd Ste 199
Orlando,FL32801
01-0921490 501(c)(3) 1,010,000 0     General Support
(54) Iglesia Cristiana Pentecostal De Orlando Inc
5850 Clarcona Ocoee Rd
Orlando,FL32810
59-3218454 501(c)(3) 16,000 0     General Support
(55) Impower Inc
2290 N Ronald Reagan Blvd Ste 116
Longwood,FL32750
65-0439778 501(c)(3) 30,000 0     General Support
(56) Jdrf International Incorporated
1850 Lee Rd Ste 132
Winter Park,FL32789
23-1907729 501(c)(3) 30,000 0     General Support
(57) Kids Beating Cancer Inc
1720 Lee Rd
Winter Park,FL32789
59-3136203 501(c)(3) 21,750 0     General Support
(58) Kids House Of Seminole Inc
5467 N Ronald Reagan Blvd
Sanford,FL32773
59-3415005 501(c)(3) 45,000 0     General Support
(59) Life Concepts Inc Dba Quest Inc
1509 E Colonial Dr Ste 300
Orlando,FL32803
59-2013160 501(c)(3) 15,000 0     General Support
(60) Lift Orlando Inc
710 South Tampa Avenue Suite 209
Orlando,FL32805
46-3607865 501(c)(3) 100,000 0     General Support
(61) Loaves & Fishes Inc
206 E 8Th Street
Apopka,FL32703
59-2792540 501(c)(3) 25,000 0     General Support
(62) Make-A-Wish Foundation Of Central & Northern Florida
1020 North Orlando Avenue 100
Maitland,FL32751
59-3235806 501(c)(3) 11,000 0     General Support
(63) Mars Hill Seventh Day Adventist Church
Po Box 1654
Sanford,FL327721654
26-4337526 501(c)(3) 18,000 0     General Support
(64) Matthews Hope Ministries Inc
611 Business Park Blvd 101
Winter Garden,FL34787
27-2245867 501(c)(3) 15,000 0     General Support
(65) Meals On Wheels Etc Inc
2801 S Financial Ct
Sanford,FL32773
59-2977907 501(c)(3) 15,000 0     General Support
(66) Mental Health Association Of Central Florida Inc
1525 E Robinson St
Orlando,FL32801
59-0816432 501(c)(3) 186,648 0     General Support
(67) Mothers Milk Bank Of Florida
8669 Commodity Circle 490
Orlando,FL32819
27-3939245 501(c)(3) 20,000 0     General Support
(68) Nami Greater Orlando Inc
300 Crown Oak Centre Dr
Longwood,FL32750
59-2600149 501(c)(3) 7,500 0     General Support
(69) New Hope Missionary Baptist Church Of Apopka Inc
927 South Central Ave
Apopka,FL32703
32-2335714 501(c)(3) 15,000 0     General Support
(70) New Image Youth Center
212 S Parramore Avenue
Orlando,FL32805
56-2482818 501(c)(3) 1,000,000 0     General Support
(71) Nuevo Sendero Inc
1802 N Alafaya Trail Suite 156
Orlando,FL32826
26-0298579 501(c)(3) 7,500 0     General Support
(72) One Heart For Women And Children Inc
2040 N Rio Grande Ave
Orlando,FL32804
30-0584360 501(c)(3) 17,500 0     General Support
(73) Orange County School Readiness Coalition Inc dba Early Earning Coalition
7700 Southland Blvd Ste 100
Orlando,FL32809
31-1759186 501(c)(3) 7,500 0     General Support
(74) Orangewood Christian School Inc
1300 W Maitland Blvd
Maitland,FL32751
20-5639902 501(c)(3) 507,500 0     General Support
(75) Orlando Economic Partnership Inc
200 South Orange Avenue No 200
Orlando,FL32801
59-1767933 501(c)(3) 200,000 0     General Support
(76) Orlando Police Foundation Inc
1250 W South Street
Orlando,FL32805
85-1820258 501(c)(3) 10,000 0     General Support
(77) Osceola County Council On Aging Inc
700 Generation Point
Kissimmee,FL34744
59-1595398 501(c)(3) 30,000 0     General Support
(78) Osceola Mental Health Inc dba Park Place Behavioral Health Care
206 Park Place Blvd
Kissimmee,FL34741
59-1677912 501(c)(3) 251,000 0     General Support
(79) Pace Center For Girls Inc
6745 Philips Industrial Blvd
Jacksonville,FL32256
59-2414492 501(c)(3) 5,500 0     General Support
(80) Rescue Outreach Mission Of Central Florida Inc
1701 Historic Goldsboro Blvd
Sanford,FL32771
59-2876415 501(c)(3) 17,500 0     General Support
(81) Ronald Mcdonald House Charities Of Central Florida Inc
1030 N Orange Ave Suite 105
Orlando,FL32801
59-3211250 501(c)(3) 129,717 0     General Support
(82) Runway To Hope Inc
189 S Orange Ave
Orlando,FL328013261
27-3272616 501(c)(3) 16,500 0     General Support
(83) SOS Support Our Scholars Inc
Po Box 1985
Winter Park,FL32790
26-0711355 501(c)(3) 7,500 0     General Support
(84) Samaritan Resource Center Inc
9837 E Colonial Drive
Orlando,FL32817
35-2409476 501(c)(3) 25,000 0     General Support
(85) School District Of Osceola County
817 Bill Beck Blvd
Kissimmee,FL347444495
59-6000779 Gov't 25,000 0     General Support
(86) Second Harvest Food Bank Of Central Florida Inc
411 Mercy Drive
Orlando,FL32805
59-2142315 501(c)(3) 12,500 0     General Support
(87) Seminole County Sheriff'S Office Community Foundation Inc
100 Eslinger Way
Sanford,FL32773
47-2640601 501(c)(3) 8,000 0     General Support
(88) Seniors First Inc
5395 Lb Mcleod Rd
Orlando,FL328112952
59-2759603 501(c)(3) 37,000 0     General Support
(89) Shepherd'S Hope Inc
455 9Th St
Winter Garden,FL34787
59-3420727 501(c)(3) 170,000 0     General Support
(90) South Florida State College
600 College Drive
Avon Park,FL33825
59-1218159 Gov't 20,000 0     General Support
(91) Sunbelt Health & Rehab Center - Apopka Inc
305 East Oak St
Apopka,FL32703
20-5774856 501(c)(3) 440,775 0     General Support
(92) Teen Challenge Of Florida Inc
3706 S Sanford Ave
Sanford,FL32773
59-2479228 501(c)(3) 10,000 0     General Support
(93) The Avon Park Chamber of Commerce
28 E Main Street
Avon Park,FL33825
59-1975354 501(c)(6) 10,000 0     General Support
(94) The Chamber Foundation Inc
1425 E Vine St
Kissimmee,FL34744
59-3183973 501(c)(3) 12,000 0     General Support
(95) The Christian Sharing Center Inc
600 N Hwy 17-92 Ste 130
Longwood,FL32750
59-2744535 501(c)(3) 50,000 7,984 Book Medical Supplies General Support
(96) The Florida Endowment Foundation For Vocational Rehabilitation Inc dba Th
1709 Hermitage Blvd No 100
Tallahassee,FL32308
59-3052307 501(c)(3) 7,500 0     General Support
(97) The Foundation For Osceola Education Inc
2310 New Beginnings Rd Ste 118
Kissimmee,FL34744
59-2960396 501(c)(3) 11,000 0     General Support
(98) The Foundation For Seminole County Public Schools Inc
400 E Lake Mary Blvd
Sanford,FL32773
59-2775956 501(c)(3) 9,500 0     General Support
(99) The Leukemia & Lymphoma SocietyInc
3 International Drive Suite 200
Rye Brook,NY10573
13-5644916 501(c)(3) 30,000 0     General Support
(100) The Nurture Place Inc
507 Macchi Avenue
Winter Garden,FL34787
84-4334332 501(c)(3) 10,000 0     General Support
(101) The Salvation Army A Georgia Corporation
1424 Northeast Expressway Ne
Atlanta,GA30329
58-0660607 501(c)(3) 50,000 0     General Support
(102) United Abolitionist Inc
Po Box 536832
Orlando,FL32853
59-3178045 501(c)(3) 10,000 0     General Support
(103) United Against Poverty Inc
1400 27Th St
Vero Beach,FL32960
11-3697936 501(c)(3) 15,000 0     General Support
(104) United Global Outreach
2301 N Orange Ave
Orlando,FL328045510
03-0511875 501(c)(3) 12,000 0     General Support
(105) Universal Orlando Foundation Inc
1000 Universal Studios Plz
Orlando,FL328197601
59-3510383 501(c)(3) 15,000 0     General Support
(106) Us Dream Academy Inc
5950 Symphony Woods Dr Ste 504
Columbia,MD21044
59-3514841 501(c)(3) 10,000 0     General Support
(107) Valencia College Foundation Inc
1768 Park Center Drive
Orlando,FL32835
23-7442785 501(c)(3) 250,000 0     General Support
(108) Volusia League Of Cities Inc
12443 Research Pkwy No 402
Orlando,FL328263243
27-4413059 501(c)(4) 9,500 0     General Support
(109) West Orange Chamber Of Commerce
12184 W Colonial Drive
Winter Garden,FL34787
59-0576757 501(c)(6) 10,265 0     General Support
(110) Whole Life Seventh-Day Adventist Church
2800 North Orange Ave
Orlando,FL32804
59-3039667 501(c)(3) 6,000 0     General Support
(111) Winter Park Chamber Of Commerce
151 West Lyman Avenue
Winter Park,FL32789
59-0514615 501(c)(6) 16,040 0     General Support
(112) Winter Park Library Association Inc
1052 W Morse Blvd
Winter Park,FL32789
59-0794396 501(c)(3) 50,000 0     General Support
(113) Zion Farms & Market Inc
P O Box 605
Orlando,FL34760
82-4080493 501(c)(3) 10,000 0     General Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
108
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
5
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
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)
(2)
(3)
(4)
(5)
(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 organizations that are exempt from federal income tax under IRC Section 501(c)(3), or to other local charitable community organizations, or to other 501(c)(3) organizations that are a part of the group exemption ruling issued to the General Conference of Seventh-Day Adventists. 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) 2023



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
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
2023
Open to Public Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
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
Yes
 
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
Yes
 
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) 2023

Schedule J (Form 990) 2023
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 D
Dir/President/AdventHealth CEO
(i)

(ii)
0
-------------
2,360,310
0
-------------
1,055,799
0
-------------
1,592,859
0
-------------
1,298,177
0
-------------
36,962
0
-------------
6,344,107
0
-------------
130,500
2Rathbun Paul C
AdventHealth CFO
(i)

(ii)
0
-------------
1,347,228
0
-------------
441,722
0
-------------
869,186
0
-------------
473,177
0
-------------
30,816
0
-------------
3,162,129
0
-------------
150,000
3Haffner PhD Randall
Group CEO FL & Clinical
(i)

(ii)
0
-------------
1,675,408
0
-------------
536,559
0
-------------
233,744
0
-------------
173,177
0
-------------
32,224
0
-------------
2,651,112
0
-------------
150,000
4Davis JrMD Robert Duane
Physician/Medical Director
(i)

(ii)
1,220,289
-------------
0
1,375,642
-------------
0
15,329
-------------
0
17,727
-------------
0
7,671
-------------
0
2,636,658
-------------
0
0
-------------
0
5Silvestry MD Scott
Phy/Dir AH Thoracic Transplant
(i)

(ii)
1,715,031
-------------
0
420,000
-------------
0
20,317
-------------
0
17,727
-------------
0
32,091
-------------
0
2,205,166
-------------
0
0
-------------
0
6Moorhead MD David
Former Key Employee
(i)

(ii)
0
-------------
1,017,115
0
-------------
298,956
0
-------------
562,955
0
-------------
17,727
0
-------------
9,485
0
-------------
1,906,238
0
-------------
0
7Goodman Todd
Group CFO FL & Clinical
(i)

(ii)
0
-------------
926,071
0
-------------
256,883
0
-------------
412,531
0
-------------
150,677
0
-------------
37,208
0
-------------
1,783,370
0
-------------
112,745
8Zbaraschuk Amy
Former Key Employee
(i)

(ii)
0
-------------
479,084
0
-------------
117,625
0
-------------
918,843
0
-------------
73,198
0
-------------
38,032
0
-------------
1,626,782
0
-------------
59,414
9Thompson Michael
CEO IHS Central FL Div-South Region
(i)

(ii)
0
-------------
695,764
0
-------------
212,727
0
-------------
434,610
0
-------------
106,792
0
-------------
37,262
0
-------------
1,487,155
0
-------------
71,411
10Adams Brian
CEO AH Central FL Division
(i)

(ii)
0
-------------
848,940
0
-------------
253,454
0
-------------
123,463
0
-------------
153,128
0
-------------
30,475
0
-------------
1,409,460
0
-------------
61,392
11Wandersleben Jennifer
Former Key Employee
(i)

(ii)
0
-------------
680,694
0
-------------
216,920
0
-------------
322,729
0
-------------
121,227
0
-------------
40,241
0
-------------
1,381,811
0
-------------
80,851
12Zeeshan MD Ahmad
Physician - Heart Transplant
(i)

(ii)
778,289
-------------
0
334,780
-------------
0
7,832
-------------
0
17,727
-------------
0
19,541
-------------
0
1,158,169
-------------
0
0
-------------
0
13Bogar MD Linda
Physician - Heart Transplant
(i)

(ii)
744,375
-------------
0
312,919
-------------
0
11,736
-------------
0
17,727
-------------
0
28,960
-------------
0
1,115,717
-------------
0
0
-------------
0
14Hilliard Douglas
CFO AH Central FL Division
(i)

(ii)
0
-------------
612,235
0
-------------
153,364
0
-------------
201,945
0
-------------
92,068
0
-------------
39,300
0
-------------
1,098,912
0
-------------
84,913
15Bellam MD Naveen
Physician-Cardiologist/Transplant
(i)

(ii)
488,623
-------------
0
463,557
-------------
0
73,329
-------------
0
17,727
-------------
0
35,814
-------------
0
1,079,050
-------------
0
0
-------------
0
16Deininger Robert
CEO AH Central FL Market
(i)

(ii)
0
-------------
629,398
0
-------------
160,042
0
-------------
107,754
0
-------------
106,828
0
-------------
32,192
0
-------------
1,036,214
0
-------------
53,648
17Spenst Brett
Former Key Employee
(i)

(ii)
0
-------------
583,228
0
-------------
0
0
-------------
373,532
0
-------------
11,127
0
-------------
24,720
0
-------------
992,607
0
-------------
0
18Villanueva Jeffrey
Former Key Employee
(i)

(ii)
0
-------------
477,494
0
-------------
133,299
0
-------------
218,832
0
-------------
72,784
0
-------------
39,626
0
-------------
942,035
0
-------------
50,448
19Harcombe Douglas
CEO AH South FL Market
(i)

(ii)
0
-------------
567,047
0
-------------
143,744
0
-------------
97,791
0
-------------
97,423
0
-------------
30,799
0
-------------
936,804
0
-------------
62,260
20Edris Tricia
Chief Innovation & Partnership Off.
(i)

(ii)
0
-------------
536,877
0
-------------
161,100
0
-------------
122,075
0
-------------
71,594
0
-------------
34,478
0
-------------
926,124
0
-------------
65,136
21Finkler MD Neil
Chief Clncl Off. AH Central FL (End
(i)

(ii)
0
-------------
521,413
0
-------------
211,176
0
-------------
105,615
0
-------------
17,727
0
-------------
23,091
0
-------------
879,022
0
-------------
0
22Cook Timothy
Former Key Employee
(i)

(ii)
0
-------------
497,492
0
-------------
138,445
0
-------------
112,183
0
-------------
84,172
0
-------------
27,394
0
-------------
859,686
0
-------------
60,937
23Herrera MD Victor
Chief Clinical Off. AH Central FL Di
(i)

(ii)
0
-------------
554,237
0
-------------
101,921
0
-------------
23,094
0
-------------
119,885
0
-------------
33,418
0
-------------
832,555
0
-------------
0
24Moorhead Sheryl
Chief People Off. AH Central FL Div.
(i)

(ii)
0
-------------
503,745
0
-------------
147,113
0
-------------
154,554
0
-------------
17,727
0
-------------
9,245
0
-------------
832,384
0
-------------
0
25Jimenez Kristin
Chief Strategy Officer, AH Central F
(i)

(ii)
0
-------------
493,052
0
-------------
102,949
0
-------------
78,833
0
-------------
69,250
0
-------------
32,395
0
-------------
776,479
0
-------------
29,944
26Mckinney Jillyan
CEO, AHMG & Ambulatory Serv. Central
(i)

(ii)
0
-------------
512,879
0
-------------
107,509
0
-------------
27,518
0
-------------
89,062
0
-------------
32,452
0
-------------
769,420
0
-------------
0
27Vargas Karilynn
CEO AH NW Market Central FL
(i)

(ii)
0
-------------
468,107
0
-------------
125,131
0
-------------
59,041
0
-------------
81,937
0
-------------
21,547
0
-------------
755,763
0
-------------
31,005
28Johnson Linnette
Chief Clinical Operations Off. AH Ce
(i)

(ii)
0
-------------
434,087
0
-------------
103,820
0
-------------
65,683
0
-------------
82,247
0
-------------
32,900
0
-------------
718,737
0
-------------
39,633
29Stankiewicz Catherine
CNO AH Central FL Division
(i)

(ii)
0
-------------
425,687
0
-------------
81,044
0
-------------
57,037
0
-------------
58,501
0
-------------
31,018
0
-------------
653,287
0
-------------
8,434
30Bradley Kenneth W
Former Key Employee
(i)

(ii)
0
-------------
165,680
0
-------------
20,743
0
-------------
17,706
0
-------------
9,347
0
-------------
18,005
0
-------------
231,481
0
-------------
0
31Owen Terry R
Former Key Employee
(i)

(ii)
0
-------------
0
0
-------------
0
0
-------------
140,310
0
-------------
0
0
-------------
0
0
-------------
140,310
0
-------------
119,784
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 1a The filing organization is a part of the system of healthcare organizations known as AdventHealth. Members of the filing organization's executive management team that hold the position of Vice-President or above 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. AHSSHC is exempt from federal income tax under IRC Section 501(c)(3). The filing organization reimburses AHSSHC for the salary and benefit cost of those executive listed in Part VII that are on the payroll of AHSSHC. At the direction of AHSSHC, and in accordance with the reserved powers in the filing organization's governing documents, the executive team listed on Part VII provides services to the filing organization. First-class or charter travel: Pursuant to the AdventHealth system-wide general policy regarding business travel, no reimbursement will be provided for any additional cost incurred with respect to first-class or charter air travel beyond the cost of a regular coach airfare. As a means of providing additional business travel reimbursement for those members of the AHSSHC senior executive management team that travel frequently on behalf of AdventHealth, a special annual travel allowance is provided for those executives. As AdventHealth operates 50 hospitals in 9 states, the senior leadership of AHSSHC travel extensively and often visit multiple hospital locations in different states as a part of a single business trip. The special travel allowance can provide reimbursements to the executive for such items as the purchase of air travel upgrade coupons, to cover the cost differential between coach and first-class travel, or to cover the cost of a charter flight. The special travel allowance benefit was originally authorized by and codified into a policy by the AHSSHC Board Compensation Committee (the Committee), an independent body of the AHSSHC Board of Directors, who also approves the annual cap on the amount of the allowance. The special travel allowance has an annual cap of $24,000 for members of the Leadership Executive Team (15 AdventHealth Cabinet members and the AdventHealth Multi-State CFO) and $15,000 for AdventHealth Corporate Office Senior Vice Presidents, Regional CEO's, and Division Chief Officers (generally 45-55 individual executives). The Group CEO & CFO for FL & Clinical, the CEO of the IHS Division in Central FL South Region, the AH Central FL Division's CEO, CFO, Chief Innovation & Partnership Officer, Chief Clinical Officer, Chief Strategy Officer, Chief Clinical Operations Officer, and the Chief Nursing Officer (CNO) are officers or key employees. These individuals are considered common law employees of and are on the payroll of AHSSHC. While the special travel allowance benefit is an AHSSHC compensation policy and practice, the cost of providing this benefit is allocated to and either wholly or partially reimbursed by the filing organization. Accordingly, the filing organization has checked the box in Schedule J, Part I, line 1a for first-class or charter travel since it has wholly or partially paid for the cost of providing this benefit. Those executives who receive the special travel allowance are responsible for tracking the expenses reimbursable under the special travel allowance and must submit such expenses on their accountable plan expense report. A report on charter travel is provided to the AHSSHC Board Compensation Committee at each meeting. Any taxable reimbursements made to executives under the special travel allowance arrangement are treated as taxable compensation to the executive. Travel for companions: AHSSHC has a Corporate Executive Policy that provides a benefit to allow for a traveling AHSSHC executive to have his or her spouse accompany the executive on certain business trips each year. Typically, reimbursement is only provided to certain executive leaders and is usually limited to one business trip per year beyond the annual AdventHealth President's Council business meeting and other meetings where the spouse is specifically invited. The AHSSHC Corporate Executive Spousal Travel Policy was originally approved and reviewed by the AHSSHC Board Compensation Committee, an independent body of the AHSSHC Board of Directors. All spousal travel costs reimbursed to the executive are considered taxable compensation to the executive. Tax Indemnification and gross-up payments: AdventHealth has a system-wide policy addressing gross-up payments provided in connection with employer-provided benefits/other taxable items. Under the policy, certain taxable business-related reimbursements (i.e. taxable business-related moving expenses, taxable items provided in connection with employment) provided to any employee may be grossed-up at a 25% rate upon approval by the filing organization's CEO and CFO. Additionally, employees at the Director level and above are eligible for gross-up payments on gifts received for board of director services. Discretionary spending account: Occasional discretionary spending amounts are periodically provided to eligible executives who attend annual business meetings such as the AdventHealth President's Council, CFO Conference or the CMO/CNO business meeting. Payments provided to each executive are considered taxable compensation to the executive. Housing allowance or residence for personal use: AHSSHC has a Corporate Executive Policy that addresses assistance to executives who have been relocated by the company during the year. Relocation assistance provided to executives may include relocation allowances to assist with duplicate housing expenses. Relocation assistance is administered per AHSSHC policy by an external relocation company. All taxable reimbursements made to executives in connection with relocation assistance are treated as wages to the executive and are subject to all payroll withholding and reporting requirements. Health or social club dues or initiation fees: AHSSHC has a Corporate Executive Policy that addresses business development expenditures. Under this policy, to encourage executives to establish and cultivate strong working relationships with the medical community and other leaders in the community and industry, certain AdventHealth executives may be reimbursed for member dues and usage charges for a country club or other social club upon authorization. Club memberships must be approved by the AdventHealth President/CEO initially as well as on an annual basis. Each AdventHealth executive who is approved for a club membership must submit an annual report describing how they used the membership to benefit their organization during the preceding year so that the AdventHealth President/CEO can determine if continuance of the club membership furthers the business interests of AdventHealth. In the current year, for this filing organization, one executive listed in Part VII received reimbursement for club fees. While the club dues membership is an AHSSHC compensation policy and practice, the cost of providing this benefit is allocated to and reimbursed in whole or in part by the filing organization. Accordingly, the filing organization has checked the box in Schedule J, Part I, line 1a for health or social club dues since it has wholly or partially paid for the cost of providing this benefit.
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 As discussed in Line 1a above, executives on the filing organization's management team that hold the position of Vice-President or above 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 2023. 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 $330,000 in 2023 (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. FLEX PLAN FLEX PLAN SERP II SERP III CONTR. DISTR.* CONTR./DISTR. CONTR. Shaw, Terry D. $ 155,450 $ 132,569 $1,334,441 $ 0 Rathbun, Paul C. $ 155,450 $ 132,564 $ 632.721 $ 0 Haffner, Randall $ 155,450 $ 152,379 $ 0 $ 0 Moorhead, MD, David $ 155,450 $ 132,950 $ 291,354 $ 0 Goodman, Todd $ 155,450 $ 114,532 $ 217,202 $ 0 Zbaraschuk, Amy $ 55,471 $ 60,357 $ 828,437 $ 0 Thompson, Michael $ 111,565 $ 72,543 $ 291,806 $ 0 Adams, Brian $ 148,620 $ 62,365 $ 0 $ 9,281 Wandersleben, Jennifer $ 115,299 $ 82,132 $ 0 $ 10,702 Hilliard, Douglas $ 96,841 $ 74,749 $ 65,701 $ 0 Deininger, Robert $ 94,960 $ 54,498 $ 0 $ 16,641 Spenst, Brett $ 0 $ 0 $ 0 $ 105,231 Villanueva, Jeffery $ 55,057 $ 51,248 $ 134,780 $ 0 Harcombe, Douglas $ 79,696 $ 63,248 $ 0 $ 0
Schedule J, Part I, Line 4b continued: FLEX PLAN FLEX PLAN SERP II SERP III CONTR. DISTR.* CONTR./DISTR. CONTR. Edris, Tricia $ 76,367 $ 66,169 $ 0 $ 0 Finkler, Neil $ 60,217 $ 37,717 $ 0 $ 0 Cook, Timothy $ 66,445 $ 61,903 $ 0 $ 0 Herrera, Victor $ 0 $ 0 $ 0 $ 102,158 Moorhead, Sheryl $ 89,113 $ 66,613 $ 0 $ 0 Jimenez, Kristin $ 63,039 $ 30,419 $ 0 $ 10,984 Mckinney, Jillyan $ 0 $ 0 $ 0 $ 77,935 Vargas, Karilynn $ 64,210 $ 31,496 $ 0 $ 0 Johnson, Linnette $ 47,077 $ 40,262 $ 0 $ 17,442 Stankiewicz, Catherine $ 44,986 $ 8,568 $ 0 $ 18,288 SERP III AHS 457b Distr.* Distr.* Spenst, Brett $ 105,231 $ 0 Owen, Terry $ 0 $ 119,784 * Including Investment Earnings
Schedule J (Form 990) 2023

Additional Data


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number
59-1479658
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Highlands County Health Facilities Authority
 
52-1313569 431022KK7 08-08-2007 366,445,000 2007A B C D, Expand/refurbish facilities, purchase equipment   X   X   X
B Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 03-21-2012 294,985,000 2012A, AR Program - Refund 2009 A-F AR Program   X   X   X
C Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-25-2012 115,015,000 2012B, AR Program - Expand/refurbish facilities, purchase equipment   X   X   X
D Highlands County Health Facilities Authority
 
52-1313569 431022TL6 08-29-2012 348,320,000 2012B-F - Refund Or-1995; H-02,03C,05H,06B,07B,07D,08A; C-2004B; K-2004C   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 08-29-2012 125,000,000 2012G&H - Refund Highlands 2005I Conversion Bonds   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 431022TR3 11-08-2012 232,125,000 2012I - Refunded Volusia 1994-A; Highlands 2004A, 2005E, 2005F, 2005G   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 09-18-2013 485,000,000 2013A B C, Expand/refurbish facilities, purchase equipment   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-02-2014 110,000,000 2014A&D, Refund 2013C, expand/refurbish facilities, purchase equipment   X   X   X
Orange County Health Facilities Authority
 
52-1378595 NoneAvail 07-02-2014 50,000,000 2014B, Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 NoneAvail 07-02-2014 30,000,000 2014C, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648AT39 07-23-2014 82,501,800 2014E, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FAB0 07-21-2016 235,724,616 2016 A&B, Adv ref portion 2009D, Exp/refurbish facilities, purchase equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 1964745K2 08-17-2016 216,517,920 2016C, Refund 2006C, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FGN8 07-12-2018 375,008,542 2018A&B, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FJG0 08-20-2019 550,011,892 2019A&B, Refund 05I, 09C, 09D, 09E&08B, 13B; expand/refurb fac, purch equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FSJ4 07-01-2021 579,966,540 2021A, Refund 2010D, 2017D; Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 48542AFE6 07-01-2021 238,025,567 2021B, Refund 2010C, 2017C; Expand/refurbish facilities X     X   X
Orange County Health Facilities Authority
 
52-1378595 68450LGB5 07-01-2021 62,033,621 2021C, Refund 2010B, 2017A; Expand/refurbish facilities X     X   X
Highlands County Health Facilities Authority
 
52-1313569 431022UJ9 07-01-2021 200,000,000 2021D, Refund 2011A, 2012G, 2017B; Expand/refurbish facilities   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 06-01-2022 335,007,000 2022A-C, Refund 2012A, 2012C; Expand/refurbish facilities   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXD1 07-12-2023 252,722,621 2023 A-1&2; Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXF6 08-17-2023 64,418,097 2023 B; Refund 2016C-1   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 281,555,000 210,000,000 302,985,000 276,165,000
2 Amount of bonds legally defeased .............. 22,900,000 3,025,000 2,800,000 8,535,000
3 Total proceeds of issue .................. 372,572,414 294,985,000 115,015,000 348,320,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds ............. 5,560,382      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 367,012,032 30,041,050 115,015,000 50,068,380
11 Other spent proceeds ............. 125,000,000 294,985,000 403,646,175 348,320,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2007 2004 2012 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X X     X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 1.420 % 0.200 % 0.840 % 0.500 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.070 %      
6 Total of lines 4 and 5 ............. 1.420 % 0.200 % 0.840 % 0.500 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.080 % 0.140 % 0.140 % 0.370 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? ............. X     X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2007A B C D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2013A-C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014A&D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014B: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014E: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part III, Line 8c Highlands County Health Facilities Authority 2012A, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B-F: A sale of bond-financed assets in 2003 was identified in July 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 15, 2014. A Closing Agreement was finalized with the IRS on December 18, 2015.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number
59-1479658
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Highlands County Health Facilities Authority
 
52-1313569 431022KK7 08-08-2007 366,445,000 2007A B C D, Expand/refurbish facilities, purchase equipment   X   X   X
B Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 03-21-2012 294,985,000 2012A, AR Program - Refund 2009 A-F AR Program   X   X   X
C Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-25-2012 115,015,000 2012B, AR Program - Expand/refurbish facilities, purchase equipment   X   X   X
D Highlands County Health Facilities Authority
 
52-1313569 431022TL6 08-29-2012 348,320,000 2012B-F - Refund Or-1995; H-02,03C,05H,06B,07B,07D,08A; C-2004B; K-2004C   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 08-29-2012 125,000,000 2012G&H - Refund Highlands 2005I Conversion Bonds   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 431022TR3 11-08-2012 232,125,000 2012I - Refunded Volusia 1994-A; Highlands 2004A, 2005E, 2005F, 2005G   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 09-18-2013 485,000,000 2013A B C, Expand/refurbish facilities, purchase equipment   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-02-2014 110,000,000 2014A&D, Refund 2013C, expand/refurbish facilities, purchase equipment   X   X   X
Orange County Health Facilities Authority
 
52-1378595 NoneAvail 07-02-2014 50,000,000 2014B, Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 NoneAvail 07-02-2014 30,000,000 2014C, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648AT39 07-23-2014 82,501,800 2014E, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FAB0 07-21-2016 235,724,616 2016 A&B, Adv ref portion 2009D, Exp/refurbish facilities, purchase equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 1964745K2 08-17-2016 216,517,920 2016C, Refund 2006C, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FGN8 07-12-2018 375,008,542 2018A&B, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FJG0 08-20-2019 550,011,892 2019A&B, Refund 05I, 09C, 09D, 09E&08B, 13B; expand/refurb fac, purch equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FSJ4 07-01-2021 579,966,540 2021A, Refund 2010D, 2017D; Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 48542AFE6 07-01-2021 238,025,567 2021B, Refund 2010C, 2017C; Expand/refurbish facilities X     X   X
Orange County Health Facilities Authority
 
52-1378595 68450LGB5 07-01-2021 62,033,621 2021C, Refund 2010B, 2017A; Expand/refurbish facilities X     X   X
Highlands County Health Facilities Authority
 
52-1313569 431022UJ9 07-01-2021 200,000,000 2021D, Refund 2011A, 2012G, 2017B; Expand/refurbish facilities   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 06-01-2022 335,007,000 2022A-C, Refund 2012A, 2012C; Expand/refurbish facilities   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXD1 07-12-2023 252,722,621 2023 A-1&2; Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXF6 08-17-2023 64,418,097 2023 B; Refund 2016C-1   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 281,555,000 210,000,000 302,985,000 276,165,000
2 Amount of bonds legally defeased .............. 22,900,000 3,025,000 2,800,000 8,535,000
3 Total proceeds of issue .................. 372,572,414 294,985,000 115,015,000 348,320,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds ............. 5,560,382      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 367,012,032 30,041,050 115,015,000 50,068,380
11 Other spent proceeds ............. 125,000,000 294,985,000 403,646,175 348,320,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2007 2004 2012 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X X     X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 1.420 % 0.200 % 0.840 % 0.500 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.070 %      
6 Total of lines 4 and 5 ............. 1.420 % 0.200 % 0.840 % 0.500 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.080 % 0.140 % 0.140 % 0.370 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? ............. X     X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2007A B C D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2013A-C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014A&D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014B: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014E: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part III, Line 8c Highlands County Health Facilities Authority 2012A, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B-F: A sale of bond-financed assets in 2003 was identified in July 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 15, 2014. A Closing Agreement was finalized with the IRS on December 18, 2015.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number
59-1479658
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Highlands County Health Facilities Authority
 
52-1313569 431022KK7 08-08-2007 366,445,000 2007A B C D, Expand/refurbish facilities, purchase equipment   X   X   X
B Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 03-21-2012 294,985,000 2012A, AR Program - Refund 2009 A-F AR Program   X   X   X
C Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-25-2012 115,015,000 2012B, AR Program - Expand/refurbish facilities, purchase equipment   X   X   X
D Highlands County Health Facilities Authority
 
52-1313569 431022TL6 08-29-2012 348,320,000 2012B-F - Refund Or-1995; H-02,03C,05H,06B,07B,07D,08A; C-2004B; K-2004C   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 08-29-2012 125,000,000 2012G&H - Refund Highlands 2005I Conversion Bonds   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 431022TR3 11-08-2012 232,125,000 2012I - Refunded Volusia 1994-A; Highlands 2004A, 2005E, 2005F, 2005G   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 09-18-2013 485,000,000 2013A B C, Expand/refurbish facilities, purchase equipment   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-02-2014 110,000,000 2014A&D, Refund 2013C, expand/refurbish facilities, purchase equipment   X   X   X
Orange County Health Facilities Authority
 
52-1378595 NoneAvail 07-02-2014 50,000,000 2014B, Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 NoneAvail 07-02-2014 30,000,000 2014C, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648AT39 07-23-2014 82,501,800 2014E, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FAB0 07-21-2016 235,724,616 2016 A&B, Adv ref portion 2009D, Exp/refurbish facilities, purchase equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 1964745K2 08-17-2016 216,517,920 2016C, Refund 2006C, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FGN8 07-12-2018 375,008,542 2018A&B, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FJG0 08-20-2019 550,011,892 2019A&B, Refund 05I, 09C, 09D, 09E&08B, 13B; expand/refurb fac, purch equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FSJ4 07-01-2021 579,966,540 2021A, Refund 2010D, 2017D; Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 48542AFE6 07-01-2021 238,025,567 2021B, Refund 2010C, 2017C; Expand/refurbish facilities X     X   X
Orange County Health Facilities Authority
 
52-1378595 68450LGB5 07-01-2021 62,033,621 2021C, Refund 2010B, 2017A; Expand/refurbish facilities X     X   X
Highlands County Health Facilities Authority
 
52-1313569 431022UJ9 07-01-2021 200,000,000 2021D, Refund 2011A, 2012G, 2017B; Expand/refurbish facilities   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 06-01-2022 335,007,000 2022A-C, Refund 2012A, 2012C; Expand/refurbish facilities   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXD1 07-12-2023 252,722,621 2023 A-1&2; Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXF6 08-17-2023 64,418,097 2023 B; Refund 2016C-1   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 281,555,000 210,000,000 302,985,000 276,165,000
2 Amount of bonds legally defeased .............. 22,900,000 3,025,000 2,800,000 8,535,000
3 Total proceeds of issue .................. 372,572,414 294,985,000 115,015,000 348,320,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds ............. 5,560,382      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 367,012,032 30,041,050 115,015,000 50,068,380
11 Other spent proceeds ............. 125,000,000 294,985,000 403,646,175 348,320,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2007 2004 2012 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X X     X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 1.420 % 0.200 % 0.840 % 0.500 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.070 %      
6 Total of lines 4 and 5 ............. 1.420 % 0.200 % 0.840 % 0.500 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.080 % 0.140 % 0.140 % 0.370 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? ............. X     X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2007A B C D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2013A-C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014A&D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014B: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014E: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part III, Line 8c Highlands County Health Facilities Authority 2012A, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B-F: A sale of bond-financed assets in 2003 was identified in July 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 15, 2014. A Closing Agreement was finalized with the IRS on December 18, 2015.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number
59-1479658
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Highlands County Health Facilities Authority
 
52-1313569 431022KK7 08-08-2007 366,445,000 2007A B C D, Expand/refurbish facilities, purchase equipment   X   X   X
B Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 03-21-2012 294,985,000 2012A, AR Program - Refund 2009 A-F AR Program   X   X   X
C Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-25-2012 115,015,000 2012B, AR Program - Expand/refurbish facilities, purchase equipment   X   X   X
D Highlands County Health Facilities Authority
 
52-1313569 431022TL6 08-29-2012 348,320,000 2012B-F - Refund Or-1995; H-02,03C,05H,06B,07B,07D,08A; C-2004B; K-2004C   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 08-29-2012 125,000,000 2012G&H - Refund Highlands 2005I Conversion Bonds   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 431022TR3 11-08-2012 232,125,000 2012I - Refunded Volusia 1994-A; Highlands 2004A, 2005E, 2005F, 2005G   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 09-18-2013 485,000,000 2013A B C, Expand/refurbish facilities, purchase equipment   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-02-2014 110,000,000 2014A&D, Refund 2013C, expand/refurbish facilities, purchase equipment   X   X   X
Orange County Health Facilities Authority
 
52-1378595 NoneAvail 07-02-2014 50,000,000 2014B, Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 NoneAvail 07-02-2014 30,000,000 2014C, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648AT39 07-23-2014 82,501,800 2014E, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FAB0 07-21-2016 235,724,616 2016 A&B, Adv ref portion 2009D, Exp/refurbish facilities, purchase equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 1964745K2 08-17-2016 216,517,920 2016C, Refund 2006C, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FGN8 07-12-2018 375,008,542 2018A&B, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FJG0 08-20-2019 550,011,892 2019A&B, Refund 05I, 09C, 09D, 09E&08B, 13B; expand/refurb fac, purch equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FSJ4 07-01-2021 579,966,540 2021A, Refund 2010D, 2017D; Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 48542AFE6 07-01-2021 238,025,567 2021B, Refund 2010C, 2017C; Expand/refurbish facilities X     X   X
Orange County Health Facilities Authority
 
52-1378595 68450LGB5 07-01-2021 62,033,621 2021C, Refund 2010B, 2017A; Expand/refurbish facilities X     X   X
Highlands County Health Facilities Authority
 
52-1313569 431022UJ9 07-01-2021 200,000,000 2021D, Refund 2011A, 2012G, 2017B; Expand/refurbish facilities   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 06-01-2022 335,007,000 2022A-C, Refund 2012A, 2012C; Expand/refurbish facilities   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXD1 07-12-2023 252,722,621 2023 A-1&2; Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXF6 08-17-2023 64,418,097 2023 B; Refund 2016C-1   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 281,555,000 210,000,000 302,985,000 276,165,000
2 Amount of bonds legally defeased .............. 22,900,000 3,025,000 2,800,000 8,535,000
3 Total proceeds of issue .................. 372,572,414 294,985,000 115,015,000 348,320,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds ............. 5,560,382      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 367,012,032 30,041,050 115,015,000 50,068,380
11 Other spent proceeds ............. 125,000,000 294,985,000 403,646,175 348,320,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2007 2004 2012 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X X     X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 1.420 % 0.200 % 0.840 % 0.500 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.070 %      
6 Total of lines 4 and 5 ............. 1.420 % 0.200 % 0.840 % 0.500 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.080 % 0.140 % 0.140 % 0.370 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? ............. X     X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2007A B C D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2013A-C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014A&D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014B: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014E: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part III, Line 8c Highlands County Health Facilities Authority 2012A, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B-F: A sale of bond-financed assets in 2003 was identified in July 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 15, 2014. A Closing Agreement was finalized with the IRS on December 18, 2015.
Schedule K (Form 990) 2023

Additional Data


Software ID:  
Software Version:  


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number
59-1479658
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Highlands County Health Facilities Authority
 
52-1313569 431022KK7 08-08-2007 366,445,000 2007A B C D, Expand/refurbish facilities, purchase equipment   X   X   X
B Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 03-21-2012 294,985,000 2012A, AR Program - Refund 2009 A-F AR Program   X   X   X
C Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-25-2012 115,015,000 2012B, AR Program - Expand/refurbish facilities, purchase equipment   X   X   X
D Highlands County Health Facilities Authority
 
52-1313569 431022TL6 08-29-2012 348,320,000 2012B-F - Refund Or-1995; H-02,03C,05H,06B,07B,07D,08A; C-2004B; K-2004C   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 08-29-2012 125,000,000 2012G&H - Refund Highlands 2005I Conversion Bonds   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 431022TR3 11-08-2012 232,125,000 2012I - Refunded Volusia 1994-A; Highlands 2004A, 2005E, 2005F, 2005G   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 09-18-2013 485,000,000 2013A B C, Expand/refurbish facilities, purchase equipment   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-02-2014 110,000,000 2014A&D, Refund 2013C, expand/refurbish facilities, purchase equipment   X   X   X
Orange County Health Facilities Authority
 
52-1378595 NoneAvail 07-02-2014 50,000,000 2014B, Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 NoneAvail 07-02-2014 30,000,000 2014C, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648AT39 07-23-2014 82,501,800 2014E, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FAB0 07-21-2016 235,724,616 2016 A&B, Adv ref portion 2009D, Exp/refurbish facilities, purchase equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 1964745K2 08-17-2016 216,517,920 2016C, Refund 2006C, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FGN8 07-12-2018 375,008,542 2018A&B, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FJG0 08-20-2019 550,011,892 2019A&B, Refund 05I, 09C, 09D, 09E&08B, 13B; expand/refurb fac, purch equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FSJ4 07-01-2021 579,966,540 2021A, Refund 2010D, 2017D; Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 48542AFE6 07-01-2021 238,025,567 2021B, Refund 2010C, 2017C; Expand/refurbish facilities X     X   X
Orange County Health Facilities Authority
 
52-1378595 68450LGB5 07-01-2021 62,033,621 2021C, Refund 2010B, 2017A; Expand/refurbish facilities X     X   X
Highlands County Health Facilities Authority
 
52-1313569 431022UJ9 07-01-2021 200,000,000 2021D, Refund 2011A, 2012G, 2017B; Expand/refurbish facilities   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 06-01-2022 335,007,000 2022A-C, Refund 2012A, 2012C; Expand/refurbish facilities   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXD1 07-12-2023 252,722,621 2023 A-1&2; Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXF6 08-17-2023 64,418,097 2023 B; Refund 2016C-1   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 281,555,000 210,000,000 302,985,000 276,165,000
2 Amount of bonds legally defeased .............. 22,900,000 3,025,000 2,800,000 8,535,000
3 Total proceeds of issue .................. 372,572,414 294,985,000 115,015,000 348,320,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds ............. 5,560,382      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 367,012,032 30,041,050 115,015,000 50,068,380
11 Other spent proceeds ............. 125,000,000 294,985,000 403,646,175 348,320,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2007 2004 2012 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X X     X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 1.420 % 0.200 % 0.840 % 0.500 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.070 %      
6 Total of lines 4 and 5 ............. 1.420 % 0.200 % 0.840 % 0.500 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.080 % 0.140 % 0.140 % 0.370 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? ............. X     X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2007A B C D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2013A-C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014A&D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014B: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014E: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part III, Line 8c Highlands County Health Facilities Authority 2012A, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B-F: A sale of bond-financed assets in 2003 was identified in July 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 15, 2014. A Closing Agreement was finalized with the IRS on December 18, 2015.
Schedule K (Form 990) 2023

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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number
59-1479658
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Highlands County Health Facilities Authority
 
52-1313569 431022KK7 08-08-2007 366,445,000 2007A B C D, Expand/refurbish facilities, purchase equipment   X   X   X
B Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 03-21-2012 294,985,000 2012A, AR Program - Refund 2009 A-F AR Program   X   X   X
C Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-25-2012 115,015,000 2012B, AR Program - Expand/refurbish facilities, purchase equipment   X   X   X
D Highlands County Health Facilities Authority
 
52-1313569 431022TL6 08-29-2012 348,320,000 2012B-F - Refund Or-1995; H-02,03C,05H,06B,07B,07D,08A; C-2004B; K-2004C   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 08-29-2012 125,000,000 2012G&H - Refund Highlands 2005I Conversion Bonds   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 431022TR3 11-08-2012 232,125,000 2012I - Refunded Volusia 1994-A; Highlands 2004A, 2005E, 2005F, 2005G   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 09-18-2013 485,000,000 2013A B C, Expand/refurbish facilities, purchase equipment   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 07-02-2014 110,000,000 2014A&D, Refund 2013C, expand/refurbish facilities, purchase equipment   X   X   X
Orange County Health Facilities Authority
 
52-1378595 NoneAvail 07-02-2014 50,000,000 2014B, Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 NoneAvail 07-02-2014 30,000,000 2014C, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648AT39 07-23-2014 82,501,800 2014E, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FAB0 07-21-2016 235,724,616 2016 A&B, Adv ref portion 2009D, Exp/refurbish facilities, purchase equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 1964745K2 08-17-2016 216,517,920 2016C, Refund 2006C, Expand/refurbish facilities, purchase equipment X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FGN8 07-12-2018 375,008,542 2018A&B, Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FJG0 08-20-2019 550,011,892 2019A&B, Refund 05I, 09C, 09D, 09E&08B, 13B; expand/refurb fac, purch equip X     X   X
Colorado Health Facilities Authority
 
84-0752932 19648FSJ4 07-01-2021 579,966,540 2021A, Refund 2010D, 2017D; Expand/refurbish facilities, purchase equipment   X   X   X
Kansas Development Finance Authority
 
48-1066589 48542AFE6 07-01-2021 238,025,567 2021B, Refund 2010C, 2017C; Expand/refurbish facilities X     X   X
Orange County Health Facilities Authority
 
52-1378595 68450LGB5 07-01-2021 62,033,621 2021C, Refund 2010B, 2017A; Expand/refurbish facilities X     X   X
Highlands County Health Facilities Authority
 
52-1313569 431022UJ9 07-01-2021 200,000,000 2021D, Refund 2011A, 2012G, 2017B; Expand/refurbish facilities   X   X   X
Highlands County Health Facilities Authority
 
52-1313569 NoneAvail 06-01-2022 335,007,000 2022A-C, Refund 2012A, 2012C; Expand/refurbish facilities   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXD1 07-12-2023 252,722,621 2023 A-1&2; Expand/refurbish facilities, purchase equipment   X   X   X
Colorado Health Facilities Authority
 
84-0752932 19648FXF6 08-17-2023 64,418,097 2023 B; Refund 2016C-1   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 281,555,000 210,000,000 302,985,000 276,165,000
2 Amount of bonds legally defeased .............. 22,900,000 3,025,000 2,800,000 8,535,000
3 Total proceeds of issue .................. 372,572,414 294,985,000 115,015,000 348,320,000
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ...............        
8 Credit enhancement from proceeds ............. 5,560,382      
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 367,012,032 30,041,050 115,015,000 50,068,380
11 Other spent proceeds ............. 125,000,000 294,985,000 403,646,175 348,320,000
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2007 2004 2012 2008
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X X     X X  
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
  X   X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X     X   X X  
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X   X  
c Are there any research agreements that may result in private business use of bond-financed property? ............. X   X   X   X  
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 1.420 % 0.200 % 0.840 % 0.500 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0.070 %      
6 Total of lines 4 and 5 ............. 1.420 % 0.200 % 0.840 % 0.500 %
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X X   X   X  
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. .. 0.080 % 0.140 % 0.140 % 0.370 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? ............. X     X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........ X   X   X   X  
c No rebate due? .........   X   X   X   X
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X   X   X   X  
Schedule K (Form 990) 2023

Schedule K (Form 990) 2023
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2007A B C D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2013A-C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014A&D: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014B: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014C: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part II, Line 3, Total Proceeds of Issue Highlands County Health Facilities Authority 2014E: The difference between Total Proceeds of Issue reported on Part II, Line 3 and the Issue Price reported on Part I, column (e) is attributed to investment earnings.
Part III, Line 8c Highlands County Health Facilities Authority 2012A, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B, AR Program: A sale of bond-financed assets in 2006 was identified in early 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 25, 2013. A Closing Agreement was finalized with the IRS on February 11, 2015. A subsequent sale of assets occurred in 2014. Remedial action was taken as proscribed in Treasury Regulation Section 1.141-12 to preserve the tax-exempt status of the interest on the bonds.
Part III, Line 8c Highlands County Health Facilities Authority 2012B-F: A sale of bond-financed assets in 2003 was identified in July 2013. The taxpayer has paid off the bonds related to this asset sale and filed a VCAP request pursuant to Notice 2008-31, 2008-11 IRB 592, on October 15, 2014. A Closing Agreement was finalized with the IRS on December 18, 2015.
Schedule K (Form 990) 2023

Additional Data


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Software Version:  

Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2023
Schedule L (Form 990) 2023
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Amy Litzenberger Family of Former Key Employee 17,891 Employee Compensation   No
(2) Bailey Ringering Family of Officer 131,075 Employee Compensation   No
(3) Janie Thompson Family of Key Employee 10,007 Employee Compensation   No
(4) Jeannette Carey Family of Former Key Employee 174,177 Employee Compensation   No
(5) Justin Cook Family of Former Key Employee 78,556 Employee Compensation   No
(6) Karis Zbaraschuk Family of Former Key Employee 85,072 Employee Compensation   No
(7) Logan Johnson Family of Key Employee 25,940 Employee Compensation   No
(8) Martin Shaw Family of Board Member 98,801 Employee Compensation   No
(9) Martin Thompson Family of Key Employee 176,881 Employee Compensation   No
(10) Vivian Cook Family of Former Key Employee 95,209 Employee Compensation   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2023


Additional Data


Software ID:  
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SCHEDULE O
(Form 990)

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 the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
Return Reference Explanation
Form 990, Part V, Line 1a: The parent corporation and sole top-tier member of Adventist Health System/Sunbelt, Inc. (the filing organization) is 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 has established a shared service center to centralize the Accounts Payable (A/P) function for all AHSSHC subsidiary organizations. The filing organization has entered "0" in Part V, Line 1a because the filing organization no longer issues Form 1099 returns, rather, all such returns are filed by and under the name and EIN of AHSSHC as the payor subject to the information reporting requirements of Section 6041. The facts and circumstances support a position that AHSSHC, as a payor on behalf of its subsidiary organizations in a shared service environment, will have sufficient management and oversight in connection with the subsidiary organizations' payments to meet the standard set forth in Treas. Reg. Section 1.6041-1(e). AHSSHC will not merely be making payments at the direction of its subsidiary organizations. Accordingly, AHSSHC is considered the payor subject to the information reporting requirements of Section 6041.
Form 990, Part VI, Section A, line 6 Adventist Health System/Sunbelt, Inc. (the filing organization) has one member. The sole member of the filing organization is Adventist Health System Sunbelt Healthcare Corporation. Adventist Health System Sunbelt Healthcare Corporation (AHSSHC) is a Florida, not-for-profit corporation that is exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). There are no other classes of membership in the filing organization.
Form 990, Part VI, Section A, line 7a The sole member of the filing organization is AHSSHC. The Board of Directors of the filing organization are appointed by the sole member, AHSSHC, who has the right to elect, appoint or remove any member of the Board of Directors of the filing organization.
Form 990, Part VI, Section A, line 7b AHSSHC, as the sole member of the filing organization, has certain reserved powers as set forth in the Bylaws of the filing organization. These reserved powers include the following: a) to approve and disapprove the executive and/or administrative leadership of the filing organization, and their salaries; b) to approve and disapprove the operating Bylaws of the filing organization; c) to set limits and terms for the borrowing of funds; d) to approve or disapprove major building programs and/or purchase or sale of personal property or real property equal to or in excess of One Million dollars; e) to approve or disapprove the annual operating and capital budgets of the filing organization; f) to direct the placement of funds and capital of the filing organization, and the authority to secure naming rights; g) the authority to require adherence to policies adopted; h) to approve or disapprove the implementation of non-traditional, non-healthcare related activities; i) to approve or disapprove performance/quality improvement, revenue cycle and case management programs; j) to approve or disapprove the selection of the auditing firm retained to audit the books; k) to approve or disapprove the election of the fiscal year; l) to approve or disapprove the selection of the group purchasing organization(s); m) to approve or disapprove any joint venture or partnership in which the filing organization would be a member or partner; n) to approve or disapprove the IT systems and other shared services used; o) the authority to require adherence to the system-wide naming nomenclature and service standards apopted; p) to set and enforce policies for physician compensation including commercial reasonableness and fair market value; and q) to exercise such other powers as are necessary in connection with the foregoing.
Form 990, Part VI, Section B, line 11b The filing organization's current year Form 990 was reviewed by the Senior VP/Chief Accounting Officer prior to its filing with the IRS. The review conducted by the Senior VP/Chief Accounting Officer did not include the review of any supporting workpapers that were used in preparation of the current year 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 the filing organization applies to members of its Board of Directors and its principal officers (to be known as Interested Persons). In connection with any actual or possible conflicts of interest, any member of the Board of Directors of the filing organization or any principal officer of the filing organization (i.e. Interested Persons) must disclose the existence of any financial interest with the filing organization and must be given the opportunity to disclose all material facts concerning the financial interest/arrangement to the Board of Directors of the filing organization 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 Directors 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 the filing organization's Conflict of Interest Policy, an Interested Person may make a presentation to the Board of Directors (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 the filing organization'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 the filing organization is a charitable organization that must primarily engage in activities which accomplish one or more of its exempt purposes. The filing organization's Conflict of Interest Policy also requires that periodic reviews shall be conducted to ensure that the filing organization operates in a manner consistent with its charitable purposes.
Form 990, Part VI, Section B, line 15 The filing organization's CEO, other officers and key employees are not compensated by the filing organization. Such individuals are 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.
Form 990, Part VII, Section A, Column (E) & (F): For those Board of Director members, officers, and key employees 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.
Form 990, Part VIII, Lines 7a, b and c: The amounts shown in Part VIII, Lines 7a(i), 7b(i) and 7c(i) of the Form 990 represent an allocated share of capital gain/(loss) from a system wide, corporate administered, investment program.
Form 990, Part IX, line 11g Payments to Healthcare Professionals: Program service expenses 550,330,818. Management and general expenses 0. Fundraising expenses 0. Total expenses 550,330,818. Professional Fees: Program service expenses 132,007,378. Management and general expenses 8,063. Fundraising expenses 0. Total expenses 132,015,441. Purchased Medical Services: Program service expenses 26,962,774. Management and general expenses 0. Fundraising expenses 0. Total expenses 26,962,774. Environmental Services: Program service expenses 13,544,334. Management and general expenses 0. Fundraising expenses 0. Total expenses 13,544,334. Transcription Services: Program service expenses 1,484,036. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,484,036. Recruiting: Program service expenses 7,329,951. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,329,951. Miscellaneous Purchased Services: Program service expenses 8,337,080. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,337,080. AdventHealth Management Fees: Program service expenses 0. Management and general expenses 148,381,838. Fundraising expenses 0. Total expenses 148,381,838. Billing & Collection Services: Program service expenses 0. Management and general expenses 35,524,099. Fundraising expenses 0. Total expenses 35,524,099. AdventHealth Shared Services Fee: Program service expenses 0. Management and general expenses 69,692,706. Fundraising expenses 0. Total expenses 69,692,706.
Form 990, 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: Transfer from tax-exempt parent 96,538,748. Transfer to tax-exempt affiliate -1,100,170. Debt costs allocated to tax-exempt affiliates -37,713. Gifts 2,000. Transfer from supporting tax-exempt foundation 1,828,971. Lease receivable adjustment from tax-exempt subs 1,582,767. Unrealized loss from joint operating company disaffiliation -8,190,540. Donated property 100,000. Other -8,186.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


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

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
2023
Open to Public Inspection
Name of the organization
Adventist Health SystemSunbelt Inc
 
Employer identification number

59-1479658
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

(1) IQ Orlando LLC
550 E Rollins St
Orlando,FL32803
47-1121247
Design and innovation FL 0 0 Adventist Hlth SystemSunbelt Inc
 










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 Asheville Inc
100 Hospital Drive

Hendersonville,NC28792
92-1144574
Future Operation of Hospital & Related Services NC 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 Care East Florida LLC
770 West Granada Blvd 319

Ormond Beach,FL32174
83-3768458
Inactive FL 501(c)(3) Line 10 Memorial Hlth Systems Inc
 
Yes
 
(5)AdventHealth Hospice Care East Florida Inc
770 West Granada Blvd 304

Ormond Beach,FL32174
83-3748461
Inactive FL 501(c)(3) Line 10 Memorial Hlth Systems Inc
 
Yes
 
(6)AdventHealth Kansas City Foundation
7315 E Frontage Road

Merriam,KS66204
48-0868859
Fund-raising for Tax-exempt hospitals KS 501(c)(3) Line 7 Shawnee Mission Medical Center Inc
 
Yes
 
(7)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
 
(8)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
 
(9)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
 
(10)AdventHealth Primary Care Network Inc (630-123123)
900 Hope Way

Altamonte Springs,FL32714
93-2208118
Future Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(11)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
 
(12)AdventHealth Riverview Inc
9330 US Highway 301 S

Tampa,FL33637
87-0901094
Future Operation of Hospital & Related Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(13)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
 
(14)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
 
(15)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
 
(16)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
 
(17)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
 
(18)Adventist Care Centers - Courtland Inc
730 Courtland Street

Orlando,FL32804
20-5774723
Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(19)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
 
(20)Adventist Health System Georgia Inc
1035 Red Bud Road NE

Calhoun,GA30701
58-1425000
Operation of Hospital & Related Services GA 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(21)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
(22)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
 
(23)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
 
(24)AHS Midwest Management Inc
500 Remington Blvd

Bolingbrook,IL60440
36-3354567
Employee Leasing of Personnel to Supported Hospitals IL 501(c)(3) Line 12c, III-FI Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(25)Apopka Health Care Properties Inc
305 E Oak Street

Apopka,FL32703
51-0605694
Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(26)Bert Fish Medical Center Auxiliary Inc
401 Palmetto Street

New Smyrna Beach,FL32168
59-1054892
Volunteer support services FL 501(c)(3) Line 10 Southeast Volusia Healthcare Corp
 
 
No
(27)Burleson Nursing & Rehab Center Inc
301 Huguley Blvd

Burleson,TX76028
20-5782243
Operation of Home for the Aged/Hlthcare Delivery TX 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(28)Chickasaw Health Care Properties Inc
250 S Chickasaw Trail

Orlando,FL32825
51-0605681
Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(29)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
 
(30)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
 
(31)Courtland Health Care Properties Inc
730 Courtland Street

Orlando,FL32804
51-0605682
Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(32)Dairy Road Health Care Properties Inc
7350 Dairy Road

Zephyrhills,FL33540
51-0605684
Lease to Related Organization GA 501(c)(3) Line 12c, III-FI Sunbelt Hlth Care Centers Inc
 
Yes
 
(33)East Orlando Health & Rehab Center Inc
250 S Chickasaw Trail

Orlando,FL32825
20-5774748
Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(34)Fletcher Hospital Inc
100 Hospital Drive

Hendersonville,NC28792
56-0543246
Operation of Hospital & Related Services NC 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(35)FLNC Inc
3355 E Semoran Blvd

Apopka,FL32703
20-5774761
Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(36)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
 
(37)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
 
(38)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
 
(39)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
 
(40)Florida Hospital Physician Group Inc
12470 Telecom Dr 100

Tampa,FL33637
46-2021581
Operation of Physician Practices & Medical Services FL 501(c)(3) Line 3 Adventist Hlth System Sunbelt Hlthcare Corp
 
Yes
 
(41)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
 
(42)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
 
(43)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
 
(44)Fountain Inn Nursing & Rehab Center Inc
4501 Waterman Way

Tavares,FL32778
47-2180518
Operation of Home for the Aged/Hlthcare Delivery FL 501(c)(3) Line 10 Sunbelt Hlth Care Centers Inc
 
Yes
 
(45)Helen Ellis Memorial Hospital Auxiliary Inc
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
(46)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
(47)Hospice of the Comforter Inc
480 W Central Parkway

Altamonte Springs,FL32714
59-2935928
Operation of Hospice FL 501(c)(3) Line 10 The Comforter Health Care Group Inc
 
Yes
 
(48)Lake County Health Care Properties Inc
485 North Keller Road 250

Maitland,FL32751
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 Hospital & 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
Physician Healthcare services to the community TX 501(c)(3) Line 3 Metroplex Adventist Hospital Inc
 
Yes
 
(56)Mission Strategies of Georgia Inc
485 North Keller Road 250

Maitland,FL32751
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
485 North Keller Road 250

Maitland,FL32751
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
6501 West 75th Street

Overland Park,KS66204
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 (49 - 123123)
6061 S Willow Drive

Greenwood Village,CO80111
92-3398616
Employee Leasing of Personnel to Related Hospitals CO 501(c)(3) Line 12c, III-FI 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
Provision of Healthcare Services FL 501(c)(3) Line 12c, III-FI 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
485 North Keller Road 250

Maitland,FL32751
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 N/A
 
No
(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
1900 Medical Parkway

San Marcos,TX78666
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
485 North Keller Road 250

Maitland,FL32751
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
6501 West 75th Street

Overland Park,KS66204
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
38250 A Avenue

Zephyrhills,FL33542
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
305 East Oak Street

Apopka,FL32703
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
485 North Keller Road 250

Maitland,FL32751
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
301 Huguley Blvd

Burleson,TX76028
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
1290 Celebration Blvd

Kissimmee,FL34747
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
13601 Bruce B Downs Blvd Ste 110

Tampa,FL33613
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
38250 A Avenue

Zephyrhills,FL33542
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
7350 Dairy Road

Zephyrhills,FL33540
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) 2023
Schedule R (Form 990) 2023
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) Fletcher Hospital Surgical Ventures LLC

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

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

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

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

1125 Sanctuary Parkway Ste 410
Alpharetta,GA30009
84-4259138
Operation of Medical Office Building DE Adventist Hlth SystemSunbelt Inc
 
Related 5,936,797 97,438,263   No     No 93.840 %
(8) OnPoint OBGYN LLC

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

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

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

9100 E Mineral Circle
Centennial,CO80112
83-2465331
Urgent Care Center CO N/A
        No     No  
(12) Surgery Center of Rome LP

501 Redmond Road NW
Rome,GA30165
20-0390305
Surgery Center GA N/A
        No     No  
(13) SCA - Alliance LLC

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

569 Brookwood Village Ste 901
Birmingham,AL35209
47-1535510
Indirect Interest in Surgery Center DE N/A
        No     No  
(15) The Bariatric Center of Kansas City LLC

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

2600 Westhall Lane Ste 200
Maitland,FL32751
84-4261523
Urgent Care Centers FL Adventist Hlth SystemSunbelt Inc
 
Related 175,407 5,666,771   No   Yes   51.000 %
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 at Overland Park-College MOB Condominium Assoc

9119 W 74th Street Ste 260
Merriam,KS66204
87-4353752
Condo Association KS N/A
C       Yes  
(2) AdventHealth City Center North Owners' Assoc Inc (65-123123)

9119 W 74th Street Ste 260
Merriam,KS66204
99-1471046
Maintenance Association KS N/A
C       Yes  
(3) AdventHealth Primary Care Inc fka AH North Polk Inc

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

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

601 East Rollins Street
Orlando,FL32803
59-2855792
Condo Association FL Adventist Hlth SystemSunbelt Inc
 
C 150,527 1,827,712 67.810 % Yes  
(6) Apopka Medical Plaza Condominium Assoc Inc (11-123123)

601 East Rollins Street
Orlando,FL32803
59-3000857
Condo Association FL Adventist Hlth SystemSunbelt Inc
 
C 2,430   100.000 % Yes  
(7) Battle Creek Adventist Hospital

900 Hope Way
Altamonte Springs,FL32714
38-1359189
Inactive MI Adventist Hlth SystemSunbelt Inc
 
C     100.000 % Yes  
(8) Florida Hospital Flagler Medical Offices Association Inc

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

550 E Rollins Street 7th Floor
Orlando,FL32803
82-1748255
Condo Association FL Adventist Hlth SystemSunbelt Inc
 
C     100.000 % Yes  
(10) Florida Hospital Healthcare System Inc

2600 Lucien Way
Maitland,FL32751
59-3215680
PHSO / CIN FL Adventist Hlth SystemSunbelt Inc
 
C 105,734,063 53,980,654 100.000 % Yes  
(11) Florida Medical Plaza Condominium Association Inc

601 East Rollins Street
Orlando,FL32803
59-2855791
Condo Association FL Adventist Hlth SystemSunbelt Inc
 
C 957,493 7,068,040 87.990 % Yes  
(12) Kissimmee Multispecialty Clinic Condominium Association Inc

201 Hilda Street Suite 30
Kissimmee,FL34741
59-3539564
Condo Association FL Adventist Hlth SystemSunbelt Inc
 
C 55,005 59,850 54.400 % Yes  
(13) Midwest Management Services Inc

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

900 Hope Way
Altamonte Springs,FL32714
62-1041820
Holding Co. TN N/A
C       Yes  
(15) 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  
(16) Park Ridge Property Owner's Association Inc

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

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

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

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

485 North Keller Road Ste 250
Maitland,FL32751
59-3414055
Real Estate Rental FL N/A
C       Yes  
(21) Winter Park Medical Office Building I Condo Assoc Inc

601 East Rollins Street
Orlando,FL32803
45-2228478
Condo Association FL Adventist Hlth SystemSunbelt Inc
 
C 163,421 342,153 51.580 % Yes  
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
Yes
 
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
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
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
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
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 Foundation Inc

A 548,002 FMV
(2) AdventHealth University Inc

A 3,414,737 FMV
(3) Florida Hospital Medical Group Inc

A 20,951,985 FMV
(4) Florida Hospital Physician Group Inc

A 489 FMV
(5) Florida Radiology Imaging at Lake Mary LLC

A 1,550,174 FMV
(6) Hospice of the Comforter Inc

A 226,095 FMV
(7) Memorial Health Systems Inc

A 28,011 FMV
(8) Princeton Homecare Services LLC

A 66,100 FMV
(9) Princeton Professional Services Inc

A 1,396 FMV
(10) AdventHealth Foundation Inc

B 1,110,493 Actual Amount Given
(11) Adventist Care Centers - Courtland Inc

B 447,425 Actual Amount Given
(12) Adventist Health System Sunbelt Healthcare Corporation

B 70,377,228 Actual Amount Given
(13) East Orlando Health & Rehab Center Inc

B 1,485,742 Actual Amount Given
(14) FLNC Inc

B 4,688,825 Actual Amount Given
(15) Sunbelt Health & Rehab Center - Apopka Inc

B 440,775 Actual Amount Given
(16) AdventHealth Foundation Inc

C 10,421,905 Actual Amount Received
(17) Florida Hospital Medical Group Inc

J 79,579 FMV
(18) AdventHealth University Inc

K 3,331,729 FMV
(19) Florida Hospital Medical Group Inc

K 104,272 FMV
(20) Hospice of the Comforter Inc

K 488,825 FMV
(21) AdventHealth Foundation Inc

L 4,756,598 Cost Plus Appropriate %
(22) AdventHealth Polk North Inc

L 54,129 Cost Plus Appropriate %
(23) Fletcher Hospital Inc

L 139,105 Cost Plus Appropriate %
(24) Florida Hospital Medical Group Inc

L 98,212 Cost Plus Appropriate %
(25) Florida Hospital Waterman Inc

L 76,846 Cost Plus Appropriate %
(26) Memorial Health Systems Inc

L 109,879 Cost Plus Appropriate %
(27) Memorial Hospital Flagler Inc

L 53,983 Cost Plus Appropriate %
(28) Shawnee Mission Medical Center Inc

L 810,182 Cost Plus Appropriate %
(29) Southwest Volusia Healthcare Corporation

L 56,962 Cost Plus Appropriate %
(30) Urgent Care Centers of Brevard County LLC

L 1,007,296 Cost Plus Appropriate %
(31) Adventist Health System Sunbelt Healthcare Corporation

M 132,933,712 % of Facility's Operating Exp
(32) Adventist Health System Sunbelt Healthcare Corporation dba AIT

M 210,214,615 % of Facility's Operating Exp
(33) Florida Hospital Medical Group Inc

M 345,014,255 % of Facility's Operating Exp
(34) AdventHealth Foundation Inc

N 351,586 Cost Plus Appropriate %
(35) AdventHealth Polk North Inc

P 2,581,227 Cost
(36) AdventHealth Polk South Inc

P 442,311 Cost
(37) AdventHealth Senior Care Inc

P 475,220 Cost
(38) AdventHealth University Inc

P 25,105,208 Cost
(39) AdventHealth West Florida Ambulatory Services Inc

P 2,908,258 Cost
(40) Adventist Care Centers - Courtland Inc

P 515,849 Cost
(41) Adventist Health System Sunbelt Healthcare Corporation

P 241,601,991 Cost
(42) Adventist Health System Sunbelt Healthcare Corporation dba AIT

P 1,875,963 Cost
(43) East Orlando Health & Rehab Center Inc

P 1,758,518 Cost
(44) Fletcher Hospital Inc

P 230,987 Cost
(45) FLNC Inc

P 5,614,642 Cost
(46) Florida Hospital Dade City Inc

P 52,484 Cost
(47) Florida Hospital Healthcare Partners Inc

P 1,494,709 Cost
(48) Florida Hospital Healthcare System Inc

P 33,817,735 Cost
(49) Florida Hospital Medical Group Inc

P 344,586,823 Cost
(50) Florida Hospital Ocala Inc

P 483,996 Cost
(51) Florida Hospital Physician Group Inc

P 64,925 Cost
(52) Florida Hospital Waterman Inc

P 3,698,674 Cost
(53) Florida Hospital Zephyrhills Inc

P 209,641 Cost
(54) Florida Radiology Imaging at Lake Mary LLC

P 7,262,909 Cost
(55) Hospice of the Comforter Inc

P 1,301,245 Cost
(56) Memorial Health Systems Inc

P 44,114,754 Cost
(57) Memorial Hospital Flagler Inc

P 3,403,423 Cost
(58) Memorial Hospital-West Volusia Inc

P 1,483,063 Cost
(59) Pasco-Pinellas Hillsborough Community Health System Inc

P 723,361 Cost
(60) Princeton Professional Services Inc

P 335,112 Cost
(61) Shawnee Mission Medical Center Inc

P 260,975 Cost
(62) Southeast Volusia Healthcare Corporation

P 1,159,512 Cost
(63) Southwest Volusia Healthcare Corporation

P 1,820,502 Cost
(64) Sunbelt Health & Rehab Center - Apopka Inc

P 538,292 Cost
(65) Tarpon Springs Hospital Foundation Inc

P 50,737 Cost
(66) University Community Hospital Inc

P 15,339,713 Cost
(67) Urgent Care Centers of Brevard County LLC

P 334,115 Cost
(68) AdventHealth Polk North Inc

Q 5,386,842 Cost
(69) AdventHealth Polk South Inc

Q 1,250,560 Cost
(70) AdventHealth Riverview Inc

Q 241,801 Cost
(71) AdventHealth Senior Care Inc

Q 9,139,599 Cost
(72) AdventHealth University Inc

Q 23,030,108 Cost
(73) AdventHealth West Florida Ambulatory Services Inc

Q 2,900,920 Cost
(74) Fletcher Hospital Inc

Q 1,354,584 Cost
(75) Florida Hospital Healthcare Partners Inc

Q 1,493,892 Cost
(76) Florida Hospital Healthcare System Inc

Q 37,374,092 Cost
(77) Florida Hospital Medical Group Inc

Q 4,419,961 Cost
(78) Florida Hospital Ocala Inc

Q 492,093 Cost
(79) Florida Hospital Waterman Inc

Q 4,746,666 Cost
(80) Florida Hospital Zephyrhills Inc

Q 189,762 Cost
(81) Florida Radiology Imaging at Lake Mary LLC

Q 32,939,602 Cost
(82) Hospice of the Comforter Inc

Q 1,048,410 Cost
(83) Memorial Health Systems Inc

Q 23,032,858 Cost
(84) Memorial Hospital Flagler Inc

Q 4,630,476 Cost
(85) Memorial Hospital-West Volusia Inc

Q 2,588,017 Cost
(86) Pasco-Pinellas Hillsborough Community Health System Inc

Q 234,882 Cost
(87) Princeton Professional Services Inc

Q 704,272 Cost
(88) Shawnee Mission Medical Center Inc

Q 3,863,189 Cost
(89) Southeast Volusia Healthcare Corporation

Q 2,413,591 Cost
(90) Southwest Volusia Healthcare Corporation

Q 2,466,141 Cost
(91) Tarpon Springs Hospital Foundation Inc

Q 51,308 Cost
(92) University Community Hospital Inc

Q 1,727,644 Cost
(93) Urgent Care Centers of Brevard County LLC

Q 4,887,444 Cost
(94) West Florida Health Home Care Inc

Q 106,145 Cost
(95) West Florida Health Home Care Inc

R 1,100,170 Actual Amount Given
(96) Adventist Health System Sunbelt Healthcare Corporation

S 166,915,977 Actual Amount Received
(97) Urgent Care Centers of Brevard County LLC

S 233,861 Actual Amount Received
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023
Schedule R (Form 990) 2023
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) 2023

Additional Data


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