FLORIDA HOSPITAL WATERMAN INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FLORIDA HOSPITAL WATERMAN INC (EIN 59-3140669)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-17
- IRS object ID
- 202443529349300534
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-17T12:00:38-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593140669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORIDA HOSPITAL WATERMAN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 3522533300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WATERMAN WAY | AddressLine1Txt |
| City | TAVARES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32778 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynn C Addiscott | PersonNm |
| Person Title | Assistant Secretary | PersonTitleTxt |
| Phone | 4073572317 | PhoneNum |
| Signature | 2024-11-27 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Abel Biri | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WATERMAN WAY | AddressLine1Txt |
| City | TAVARES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $430,534,676 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 1071 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.adventhealth.com/hospital/adventhealth-waterm | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | Operate 300-bed acute care hospital | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 2638 | TotalEmployeeCnt |
| Total Volunteers | 180 | TotalVolunteersCnt |
| Total Gross UBI | $165,036 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,523,127 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,397,995 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $342,739,822 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $403,090,781 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,376,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,590,736 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $357,639,867 | PYTotalRevenueAmt |
| CY Total Revenue | $427,079,512 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,275 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $897,314 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $158,162,615 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $156,848,114 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $199,788,003 | PYOtherExpensesAmt |
| CY Other Expenses | $234,290,909 | CYOtherExpensesAmt |
| PY Total Expenses | $357,972,893 | PYTotalExpensesAmt |
| CY Total Expenses | $392,036,337 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$333,026 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $35,043,175 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $586,645,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $637,586,783 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $122,952,892 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $123,302,324 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $463,692,408 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $514,284,459 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $367,433,698 | ExpenseAmt |
| Grant | $897,314 | GrantAmt |
| Revenue | $402,925,745 | RevenueAmt |
| Desc | All program services revenues and expenses relate to the operation of a 300-bed acute care hospital in Tavares, Florida. In the current year there were 17,996 patient admissions, 84,455 patient days, and 140,459 outpatient visits. | Desc |
| Total Program Service Expenses | $367,433,698 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2638 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrii Korchuk | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3522533300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Waterman Way | AddressLine1Txt |
| City | Tavares | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Allen MD Gary | ||||||||||
| Director/Chief of Staff (end 02/2023) | 0.76 | 50.00 | Yes (X) | $0 | $340,245 | $13,146 | ||||
| Azevedo Olesea | ||||||||||
| Director | 0.15 | 50.00 | Yes (X) | $0 | $1,197,267 | $216,442 | ||||
| Biri Abel | ||||||||||
| Dir./Sec./Hospital Facility CEO | 50.00 | 0.00 | Yes (X) | $0 | $717,004 | $87,931 | Yes (X) | |||
| Goeb-Burkett Michele | ||||||||||
| Director | 10.50 | 39.50 | Yes (X) | $0 | $442,013 | $72,517 | ||||
| Gregory PhD Audrey | ||||||||||
| Dir/Chairman/Reg. CEO | 10.00 | 40.00 | Yes (X) | $0 | $1,486,939 | $229,438 | ||||
| Noseworthy G Edward | ||||||||||
| Director (beg 05/2023) | 0.12 | 0.00 | Yes (X) | $250 | $207,235 | $0 | ||||
| Pillow MD Steven | ||||||||||
| Director (end 03/2023) | 0.93 | 0.00 | Yes (X) | $0 | $4,450 | $0 | ||||
| Weiss CPA David | ||||||||||
| Director | 0.38 | 0.00 | Yes (X) | $250 | $0 | $0 | ||||
| Caddell DDS Susan | ||||||||||
| Director | 0.19 | 0.00 | Yes (X) | $250 | $0 | $0 | ||||
| Comfort Lynda | ||||||||||
| Director (end 03/2023) | 0.20 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DeVos Cynthia | ||||||||||
| Director | 0.19 | 0.00 | Yes (X) | $250 | $0 | $0 | ||||
| Howard Barbara | ||||||||||
| Director | 0.23 | 0.00 | Yes (X) | $250 | $0 | $0 | ||||
| Mazenko Todd | ||||||||||
| Director | 0.12 | 0.00 | Yes (X) | $250 | $0 | $0 | ||||
| Werner Thomas | ||||||||||
| Director | 0.12 | 2.28 | Yes (X) | $250 | $6,585 | $0 | ||||
| Bartlett David | ||||||||||
| Director (beg 05/2023) | 0.12 | 0.00 | Yes (X) | $250 | $0 | $0 | ||||
| Curet Sharlene | ||||||||||
| Director (beg 05/2023) | 0.15 | 0.00 | Yes (X) | $250 | $0 | $0 | ||||
| Fountain DO Michael | ||||||||||
| Director/Chief of Staff (beg 01/2023) | 1.54 | 50.00 | Yes (X) | $7,275 | $905,503 | $43,745 | ||||
| Jean-Pierre Marlyne | ||||||||||
| Director (beg 05/2023) | 0.15 | 0.00 | Yes (X) | $250 | $0 | $0 | ||||
| Simons Pam | ||||||||||
| Director (beg 05/2023) | 0.12 | 0.00 | Yes (X) | $250 | $0 | $0 | ||||
| Smolter DO Patricia | ||||||||||
| Director (beg 05/2023) | 0.18 | 1.95 | Yes (X) | $250 | $10,125 | $0 | ||||
| Warren Terri | ||||||||||
| CFO-Hosp. Facility | 50.00 | 0.00 | $0 | $427,653 | $85,669 | Yes (X) | ||||
| Putigna DO Floriano | ||||||||||
| CMO-Hosp. Facility | 50.00 | 0.00 | $0 | $427,899 | $105,835 | Yes (X) | ||||
| Stimson Michael | ||||||||||
| CNO-Hosp. Facility (end 09/2023) | 50.00 | 0.00 | $0 | $345,766 | $36,658 | Yes (X) | ||||
| Young Anita | ||||||||||
| COO-Hosp. Facility | 50.00 | 0.00 | $0 | $432,813 | $65,529 | Yes (X) | ||||
| Bowman Lisa | ||||||||||
| CNO-Hosp. Facility (beg 10/2023) | 50.00 | 0.00 | $0 | $330,872 | $49,553 | Yes (X) | ||||
| Duan Fei | ||||||||||
| Medical Physicist | 50.00 | 0.00 | $267,632 | $0 | $47,945 | Yes (X) | ||||
| Rajeev Chandrakala | ||||||||||
| RN Staff Pool/Float | 50.00 | 0.00 | $229,786 | $0 | $37,139 | Yes (X) | ||||
| Valdivia Diaz Mabel | ||||||||||
| Exec Director Foundation | 50.00 | 0.00 | $222,190 | $0 | $44,143 | Yes (X) | ||||
| Hefley Russell | ||||||||||
| Pharmacy Operations Manager | 50.00 | 0.00 | $220,933 | $0 | $20,060 | Yes (X) | ||||
| Kinlaw Alton | ||||||||||
| Pharmacist | 50.00 | 0.00 | $209,812 | $0 | $10,103 | Yes (X) | ||||
| Edmundson MD Ross | ||||||||||
| Former CMO | 0.00 | 50.00 | $0 | $134,106 | $0 | Yes (X) | ||||
| Ottati David | ||||||||||
| Former Reg. CEO | 0.00 | 50.00 | $0 | $1,981,848 | $214,123 | Yes (X) | ||||
| Crunk Frances | ||||||||||
| Former CFO | 0.00 | 50.00 | $0 | $484,095 | $38,977 | Yes (X) | ||||
| Celano Patricia | ||||||||||
| Former Key Employee | 0.00 | 50.00 | $0 | $1,153,266 | $142,301 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,160,628 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,035,684 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,561,254 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 311 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMN Healthcare | |||||
| 2735 Collections Center Drive | Chicago | IL | 60693 | Staffing Services | $4,389,313 |
| USAP Anesthesia Partners | |||||
| 851 Trafalgar Court Suite 200E | Maitland | FL | 32751 | Anesthesia Services | $1,784,871 |
| Crothall Healthcare Inc | |||||
| 13028 Collection Center Drive | Chicago | IL | 60693 | Housekeeping Services | $1,439,904 |
| Perfusioncom Inc | |||||
| 17080 Safety Street Suite 109 | Fort Myers | FL | 33908 | Perfusion Monitoring Services | $1,097,289 |
| Premium Constructions Group Inc | |||||
| 1036 Miller Drive | Altamonte Springs | FL | 32701 | Construction Services | $959,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 36 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $20,397,995 | AllOtherContributionsAmt |
| Total Contributions | $20,397,995 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Net patient revenue | 622110 | $381,385,687 | $381,220,651 | $165,036 |
| Reimb of exp - TE Affiliate | 622110 | $17,455,441 | $17,455,441 | |
| Rent from exempt affiliates | 622110 | $1,788,673 | $1,788,673 | |
| Cafeteria revenue | 622110 | $1,605,077 | $1,605,077 | |
| Medical office building | 622110 | $380,703 | $380,703 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $475,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $475,200 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $403,090,781 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,937,342 | TotalRevenueColumnAmt |
| Exclusion | $6,937,342 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $108,558 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,398,309 | SecuritiesAmt |
| Other | $56,855 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,398,309 | SecuritiesAmt |
| Other | $51,703 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,346,606 | TotalRevenueColumnAmt |
| Exclusion | -$3,346,606 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $427,079,512 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $402,925,745 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $165,036 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,590,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,314 | TotalAmt |
| Program Services | $897,314 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,338,290 | TotalAmt |
| Program Services | $59,100 | ProgramServicesAmt |
| Management And General | $3,279,190 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,448,026 | TotalAmt |
| Program Services | $112,448,026 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,390,790 | TotalAmt |
| Program Services | $4,337,859 | ProgramServicesAmt |
| Management And General | $52,931 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,586,745 | TotalAmt |
| Program Services | $26,022,905 | ProgramServicesAmt |
| Management And General | $563,840 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,084,263 | TotalAmt |
| Program Services | $9,962,697 | ProgramServicesAmt |
| Management And General | $121,566 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,825 | TotalAmt |
| Management And General | $140,825 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,734 | TotalAmt |
| Management And General | $81,734 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,184,546 | TotalAmt |
| Management And General | $1,184,546 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,106,482 | TotalAmt |
| Program Services | $69,986,852 | ProgramServicesAmt |
| Management And General | $14,119,630 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,368 | TotalAmt |
| Management And General | $79,368 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,251,376 | TotalAmt |
| Program Services | $4,397,535 | ProgramServicesAmt |
| Management And General | $1,853,841 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,901,101 | TotalAmt |
| Program Services | $16,302,565 | ProgramServicesAmt |
| Management And General | $1,598,536 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,033,974 | TotalAmt |
| Program Services | $7,033,974 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,161 | TotalAmt |
| Management And General | $262,161 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,609 | TotalAmt |
| Management And General | $155,609 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,218,154 | TotalAmt |
| Program Services | $2,218,154 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,334,130 | TotalAmt |
| Program Services | $17,334,130 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,005,479 | TotalAmt |
| Program Services | $3,811,061 | ProgramServicesAmt |
| Management And General | $194,418 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Medical Supplies | $56,606,573 | $56,606,573 |
| State Tax Indigent Asse | $25,905,861 | $25,905,861 |
| Repairs & Maintenance | $10,109,021 | $10,109,021 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,515 | TotalAmt |
| Program Services | $71 | ProgramServicesAmt |
| Management And General | $914,444 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,036,337 | TotalAmt |
| Program Services | $367,433,698 | ProgramServicesAmt |
| Management And General | $24,602,639 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,451 | BOYAmt |
| EOY | $3,451 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,232,028 | BOYAmt |
| EOY | $315,169,800 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,622,997 | BOYAmt |
| EOY | $49,288,011 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,551,469 | BOYAmt |
| EOY | $5,935,683 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,890,305 | BOYAmt |
| EOY | $16,007,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $419,126,931 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $233,573,581 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,837,641 | BOYAmt |
| EOY | $185,553,350 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,535,233 | BOYAmt |
| EOY | $36,364,902 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,501 | BOYAmt |
| EOY | $372,111 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,417,675 | BOYAmt |
| EOY | $28,891,785 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,645,300 | BOYAmt |
| EOY | $637,586,783 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,403,050 | BOYAmt |
| EOY | $23,382,598 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,896,518 | BOYAmt |
| EOY | $1,888,257 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,653,324 | BOYAmt |
| EOY | $98,031,469 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,952,892 | BOYAmt |
| EOY | $123,302,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,805,352 | BOYAmt |
| EOY | $474,561,836 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,887,056 | BOYAmt |
| EOY | $39,722,623 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,692,408 | BOYAmt |
| EOY | $514,284,459 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,645,300 | BOYAmt |
| EOY | $637,586,783 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $35,043,175 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,595,806 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,046,930 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,483 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $10,386 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $11,869 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Line (g): During the year salary expense was incurred for paid staff to attend public meetings and email legistlative officals. Salary expense of $1,483 was incurred for meetings and emails. Line (i): Dues were paid both to the American Hospital Association and the Florida Hospital Association who use a portion of the dues to conduct lobbying activities. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,601,183 | OtherCostOrOtherBasisAmt |
| Book Value | $21,601,183 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $207,395,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $105,502,759 | DepreciationAmt |
| Book Value | $101,892,586 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,075,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $121,591,208 | DepreciationAmt |
| Book Value | $49,484,751 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,054,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,479,614 | DepreciationAmt |
| Book Value | $12,574,830 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $185,553,350 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment in Foundation | $36,122,623 | C |
| Investment in JV | $242,279 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $36,364,902 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to related | $8,837,523 |
| Payable to third parties | $3,105,903 |
| Credit balances in A/R | $2,074,028 |
| Accrued interest payable | $11,782 |
| Interco. Alloc. of TE Bond Proceeds | $73,887,491 |
| Operating Lease Liability | $3,507,804 |
| Other liabilities | $6,606,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $98,031,469 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Purpose Of Grant | General Support | PurposeOfGrantTxt |
| Cash Grant | $6,804 | CashGrantAmt |
| Manner Of Cash Disbursement | Electronic Funds | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | Cash | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | 0 | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $12,672,791 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $12,672,791 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03230 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $63,017,806 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,020,902 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $42,996,904 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.10970 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $75,690,597 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,020,902 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $55,669,695 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.14200 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $528,967 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $528,967 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00130 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $426,012 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $165,928 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $260,084 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00070 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $43,971 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $43,971 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $998,950 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $165,928 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $833,022 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00210 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $76,689,547 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,186,830 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $56,502,717 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.14410 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $30,907 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $30,907 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $30,907 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $30,907 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $19,193,854 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $3,418,668 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $93,127,258 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $114,168,033 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$21,040,775 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AdventHealth Waterman | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Waterman Way | AddressLine1Txt |
| City | Tavares | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32778 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | www.adventhealth.com/hospital/adventhe | WebsiteAddressTxt |
| State License | 4409 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AdventHealth Waterman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 22 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Page 8 | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 23 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V, Page 8 | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | See Part V, Page 8 | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | See Part V, Page 8 | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | See Part V, Page 8 | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| AdventHealth Waterman | Part V, Section B, Line 5: Florida Hospital Waterman, Inc. d/b/a AdventHealth Waterman (the Hospital) is part of the AdventHealth Central Florida Division - North Region. The Hospital defines its community as Lake County. The Community Health Needs Assessment was completed as a collaborative process with the Central Florida Collaborative, which included Lake, Orange, Osceola and Seminole county health care providers, Federally Qualified Health Centers and the Florida Department of Health for Lake, Orange, Osceola and Seminole counties. The Central Florida Collaborative selected county level data in order to capture the needs of residents throughout the wide service area covered by the participating agencies and the Hospital service area.The Collaborative met several times throughout 2021 - 2022. They reviewed the primary and secondary data and helped to identify the top priority needs in the community.AdventHealth Waterman, in collaboration with the Collaborative, collected both primary and secondary data. The primary data included community surveys, stakeholder interviews and community focus groups. A total of 4,284 surveys sere collected. Interviews were scheduled with 101 community stakeholders who were asked to provide input on health and barriers to health that they were seeing in the community. Thirty focus groups were held with community stakeholders to gain input on health and barriers to health in the community. Particular attention was paid to hear from stakeholders who represent or serve communities that are underserved, underrepresented, lower income, and/or who are more likely to be impacted by the social determinants of health. In addition, public data was utilized from state and national data sources. Primary and secondary data were compiled and analyzed to identify the top 15 aggregate issues. The Collaborative consisted of organizations representing the community, public health, low income, minority, and other underserved populations. The following are members of the Central Florida Collaborative who provided strategic leadership throughout the CHNA and/or served as stakeholders: - AdventHealth Central Florida Division; - Aspire Health; - Community Health Centers, Inc. - a federally qualified health center (FQHC) providing quality and compassionate primary healthcare services to the underserved community; - Florida Department of Health - Lake County; - Florida Department of Health - Orange County; - Florida Department of Health - Osceola County; - Florida Department of Health - Seminole County; - Orange Blossom Family Health; - Orange County Goverment; - Orlando Health; - Osceola Community Health Services; - Seminole County Government; and - True Health. |
| AdventHealth Waterman | Part V, Section B, Line 7d: The Hospital has 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 Hospital's website at least until the date the Hospital facility has made widely available on its website its two subsequent Community Health Needs Assessment Reports. The Hospital 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 facility has made available for public inspection its two subsequent Community Health Needs Assessment Reports. |
| AdventHealth Waterman | Part V, Section B, Line 11: Florida Hospital Waterman Inc. dba AdventHealth Waterman, will be referred to in this document as AdventHealth Waterman 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 Waterman 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.The Hospital's chosen priorities are listed below:1. Behavioral Health: Drug and Substance Use2. Early Childhood Education3. Community Engagement on Available Resources and ServicesPriority 1: Behavioral Health: Drug and Substance Use2022 Description of the Priority: Substance use disorders can involve illicit drugs, prescription drugs, or alcohol. Opioid use disorders, which stem from the improper use of prescription drugs, have become especially problematic in recent years. Substance use disorders are linked to many health problems, and overdoses can lead to emergency department visits and deaths. In Lake County, Fentanyl deaths increased 310% from 2013 to 2019 and Methamphetamine deaths increased 335% from 2013 to 2019. Between 2018 and 2020, Lake County has presented the highest rate of opioid prescriptions within the Hospital's service area (Lake, Orange, Osceola & Seminole Counties). Community services to reduce illegal drug use and abuse or misuse of prescription medications and support for family members of a person being treated for substance use disorder were also recognized as top needs within Lake County. Awareness of and the need to address substance misuse, as well as a growing fentanyl crisis, has increased across the country.2023 Update:Goal 1.1: Partner with Be Free Lake and the Florida Department of Health Lake (FDOH-L) to increase awareness, reduce stigma, and connect people in need to outreach and education.Objective 1.1.1: Hold 6 Narcan Education & Distribution Events with partners identified by the Hospital, within the local community and faith partners by December 31, 2025.In 2023, the Hospital in partnership with the FDOH-Land Lifestream Behavioral Health held a free community health fair to provide education on how to save a life. This included overdose prevention training, distribution of free Naloxone, and resources for mental and behavioral services.Goal 1.2: Provide smoking cessation education and screenings to reduce the risk of developing Congestive Heart Failure (CHF).Objective 1.2:1: By December 31, 2025, partner with Community Primary Health Clinic to host three community education programs on smoking cessation and improved nutritional options to prevent or mitigate congestive heart failure and its complications.In 2023, the Hospital in partnership with the FDOH-Land Tobacco Free Florida held a community health fair to provide education and resources on nicotine prevention and smoking cessation. Attendees met one on one with an RN who provided education on healthy habits and screened attendees for lung cancer.Objective 1.2:2: Host presentations recommending the Whole Health Hub (WHH) for AdventHealth team members to become familiar with. WHH is a free website that is easy for consumers to connect with quality organizations that can provide help when it is needed most. Free and low-cost services in the geographic area include food, housing, baby and medical supplies, transportation, addiction and recovery, financial assistance, adoption and foster care, education, finding work, legal aid. Presentations will encourage team members to register for trainings through the AdventHealth Learning Network (ALN) and refer patients to Whole Health Hub. By December 31, 2025, host 6 presentations to promote and increase the use of Whole Health Hub among team members.Executive leadership will determine which department will own the responsibility of the WHH platform. Since responsibility for the platform has not been determined, progress on this objective is stagnant. Objective 1.2:3: By December 31, 2025, partner with faith-based organizations to increase awareness, educate and screen community, including those uninsured or underinsured, through 300 Health Risk Assessment screenings to identify current smokers and those at risk of developing congestive heart failure.In 2023, the Hospital in partnership with three organizations completed 73 health risk assessments to identify current smokers and those at risk for congestive heart failure. All participants received a one-on-one consultation with a registered nurse or trained professional and received education on living a healthy lifestyle.Goal 1.3: Improve access to behavioral health services in Lake County.Objective 1.3.1: Partner with the Lake Opioid Task Force and the Florida Department of Health Lake (FDOH-L) to host a Summit in Lake County mapping pathways to care, identify gaps, and collaborate to learn new innovative strategies and programs to assist in tackling addiction treatment and prevention. No progress has been made on this objective.Priority 2: Early Childhood Education2022 Description of the Priority:Early childhood education describes the period of learning that takes place from birth to 8 years old. There are several types of early education programs, including those that are federal, state, or privately funded. Early childhood, particularly the first 5 years of life, impacts longterm social, cognitive, emotional, and physical development. Healthy development in early childhood helps prepare children for the educational experiences of kindergarten and beyond. The data showed that the percentage of youth ready for kindergarten at entry was 56% in Lake County, which is higher than that of the state of Florida (50%).2023 Update:Goal 2.1: Increase the proportion of children who participate in high-quality early childhood education programs.Objective 2.1.1: By December 31, 2025, partner with Healthy Start to host 6 educational events with invited experts and community partners to provide expectant and new parents with the necessary tools and resources to support early learning, healthy lifestyles, child safety, positive parenting, and safe sleep.In 2023, the Hospital in partnership with Healthy Start Central Florida was a presenting sponsor and table host for two community events to provide expectant and new parents with the necessary tools and resources to support early learning, healthy lifestyles, child safety, positive parenting, and safe sleep. A combined total of 277 parents attended the events with 64% of moms being identified as uninsured/self-pay or on Medicaid.Objective 2.1.2: By December 31, 2025, partner with faith-based organizations to provide the Early Learning Coalition of Lake County 6,000 summer take home bags for Voluntary Prekindergarten students to prevent summer reading loss in preparation for kindergarten. No progress has been made for this objective as the Hospital is looking at a new initiative and partnerships to provide pre-K students with summer take home reading materials.Objective 2.1.3: By December 31, 2025, partner with Healthy Start to provide 1,500 safe sleep communication tools and education to new parents. Additionally, offer resources for free or reduced cost cribs or pack and plays to parents identified with babies that do not have safe sleep environments.In 2023, the Hospital provided virtual education to 600 new parents on safe sleep habits for newborns. Additionally, Healthy Start made the connection to Kid Central, Inc., a resource for identified parents with unsafe sleep environments to receive a free pack and play or crib and additional education.(Continued) |
| Part V, Section B, Line 11 (Continued): | Goal 2.2: Increase the proportion of children who are developmentally on track and ready for school.Objective 2.2.1: By December 31, 2025, partner with the Early Learning Coalition of Lake County to provide three interactive events specifically designed for four-year-olds in Lake County public schools whose teachers have been trained in Start with the Arts. Start with the Arts is an arts-based literacy program for early childhood educators to use to build and strengthen children's reading and writing skills.In 2023, the Hospital participated in an interactive event for over 700 four-year-olds and their parents. Hands-on activities and education with a pediatrician on strengthening reading and writing skills were offered.Objective 2.2.2: By December 31, 2025, support the United Way of Lake and Sumter County (UWLS) in offering 6 Master Teacher Programs to elevate both the receptive and expression skills of two- to four-year-olds in the early learning centers in our service area. UWLS has one of two Master Teacher Programs in the nation and consistently performs at a greater than 30% increase in teacher and child test scores in the early learning centers served. Under the supervision of a Master Teacher, early childhood educators apply knowledge gained in classroom settings to develop positive, practical teaching skills. With a focus on language development, this program is designed to improve the quality of preschool experiences, while helping children to enter kindergarten ready to succeed.In 2023, the Hospital partnered with the United Way of Lake and Sumter County to support their Master Teacher's Program with $10,000 donated to the program. Due to staffing, funds were rolled over to 2024 and a new Master Teacher with over 20 years of experience has been hired. There are four programs starting March 2024.Goal 2.3: Increase the proportion of children with a developmental delay who receive special services to meet their developmental needs by the time they reach four years old.Objective 2.3.1: Partner with Puzzle Ranch Inc. to provide free and reduced cost services, early intervention tools and support to families with autism and special needs. In addition, bring awareness to the community to increase their knowledge and understanding of the disorder, foster inclusivity and acceptance and make positive changes to how society thinks about children with special needs. By December 31, 2025, support and participate in three events providing resources to 300 individuals from the local community including those with special needs.In 2023, the Hospital partnered with Puzzle Ranch to build a Sensory playhouse for Habitat for Humanity to give to autistic children. Additionally, the playhouse was put on display for the community before being presented to the children.Priority 3: Community Engagement in Available Resources and Services2022 Description of the Priority:Data in the assessment highlighted how complicated the health care system can be to understand and navigate, even for those who work within the industry. Many stakeholders discussed how disconnected different parts of the health care system are, leading to a lack of care coordination between different providers and a low awareness in the community of what services and resources are available. Word-of-mouth tends to be the best method to share information, especially in priority populations. Social support, social integration, community engagement, recruitment and retention of culturally diverse and informed providers who demographically reflect the community and dental care for children, especially those from low income or other priority communities were also identified as top needs within Lake County.2023 Update:Goal 3.1: Eligible uninsured low-income patients without a primary care provider referred to Community Primary Health Clinic.Objective 3.1.1: Maintain at least a 12% conversion rate of in-patients without a primary care provider applying to Primary Health Clinic for services.The Hospital has a 6% conversion rate and put forth efforts to provide more education with financial counselors to increase the number of referrals and increase access to care.Goal 3.2: Increase social and community support to improve health and social outcomes for underserved populations.Objective 3.2.1: Increase the number of service area 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 socials services based on their location. By December 31, 2025, 25 non-profit organizations will have a claimed profile.No progress has been made on this objective. Executive leadership will determine which department will own the responsibility of the WHH platform. Since responsibility for the platform has not been determined, progress on this objective is stagnant. Objective 3.2.2: Invite faith communities to join the Whole Health Hub and promote use of the platform to help individuals find free and low-cost services/resource in the community. By December 31, 2025, six faith-based non-profit organizations will have a claimed profile. No progress has been made on this objective. Executive leadership will determine which department will own the responsibility of the WHH platform. Since responsibility for the platform has not been determined, progress on this objective is stagnant. Goal 3.3: Engage community leadership, key constituents, and the public across multiple sectors to design and implement action plans that improve the health and well-being of all.Objective 3.3.1: Partner with the Florida Department of Health Lake (FDOH-L) to reinstate the Lake County Community Health Improvement Plan (CHIP) Collaborative and advise on the CHIP initiatives. Year one will focus on re-instating the collaborative with FDOH-L. In year two and three, the Hospital will attend quarterly focus group meetings to further alignment and collaboration with CHIP initiatives.In partnership with the Hospital and DOH-L, the Community Health Improvement Collaborative was reinstated with one meeting held in Q4 of 2023.Goal 3.4: Expand pipeline programs that include service learning or experiential learning components in public health settings (i.e. workforce development).Objective 3.4.1: By December 31, 2025, partner with Lake County Schools, AdventHealth Education, Lake Sumter State College (LSSC) Dedicating Nursing Unit Program to provide four educational opportunities to increase awareness and inspire workforce development across sectors.In 2023, the Hospital participated in a career fair for a local high school to engage and educate students on hospital careers and education requirements.Objective 3.4.2: By December 31, 2025, partner with Thrive Clermont and support a minimum of three Adulting Programs for Lake County students. The Adulting Program offers students, whether college bound or pursuing the trades, the opportunity to attend personal finance and career readiness workshops to gain the necessary knowledge and confidence to move forward in making decisions for their future.In 2023, the Adulting Program was pushed into 2024 and one session has been completed with another scheduled in the Fall. They also provided a $1,500 sponsorship for the program series.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. Housing and other social determinants: The Hospital did not perceive the ability to have a measurable impact on these needs within the three years allotted for the Community Health Plan.2. Health Care Access and Quality: While there is a need for access to care, due to existing resources, scope and ability to have a measurable impact within the three years allotted for the Community Health Plan, this priority was not selected. 3. Mental Health: The mental health needs of the community are significant, but the Hospital did not perceive the ability to have a measurable impact on these needs within the three years allotted for the Community Health Plan. |
| Part V, Section B, Line 7a | The hospital facility's CHNA report was made widely available through the following website:https://www.adventhealth.com/community-health-needs-assessments |
| Part V, Section B, Line 10 | The hospital facility's most recently adopted implementation strategy was posted on the following website:https://www.adventhealth.com/community-health-needs-assessments |
| Part V, Section B, Line 16a, b, c: | The Financial Assistance Policy can be found at URL:https://www.adventhealth.com/legal/financial-assistanceThe Financial Assistance Policy application can be found at:https://www.adventhealth.com/legal/financial-assistanceThe plain language summary is available at:https://www.adventhealth.com/legal/financial-assistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 - AdventHealth Waterman Community Primary | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 Kurt Street | AddressLine1Txt |
| City | Eustis | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | Non-Emergent Health Care Services | FacilityTxt |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | Under the 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 or partially 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 other subsidiary health care organizations 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 assessment and associated implementation strategy can be accessed on the filing organization's website. |
| 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 I, Line 7g: | The filing organization reported on Part I, line 7g, column (e) costs attributable to a community clinic. The costs reported as community benefit expense associated with the clinic were $260,084. |
| Part II, Community Building Activities: | The Hospital is committed to improving the health of its community and works with other organizations to reduce the need for healthcare services. The costs of community building activities reported on Part II of Schedule H primarily represent the costs associated with paid staff time and sponsorships related to community events. |
| 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 Department 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. |
| 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: | The Hospital conducts community health needs assessments (CHNA) every three years. Its 2022 CHNA was adopted by its governing board by December 31, 2022, the end of the Hospital's taxable year in which it conducted the CHNA. The Hospital's 2022 CHNA complied with the guidance set forth by the IRS in Final Regulation Section 1.501(r)-3. In addition to the CHNA discussed above, a variety of practices and processes are in place to ensure that the filing organization is responsive to the health needs of its community.Such practices and processes involve the following:1. A hospital operating/community board 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 community; and 4. Collaboration with other local community groups to address the health care needs of the filing organization's community. |
| 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 facility 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 facility's financial counselors are prominently and conspicuously posted on the filing organization's hospital facility's website. The 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 hospital facility (referred to below as LEP defined populations). Signage is displayed in public locations of the filing organization's hospital facility, including at all points of admission and registration and the Emergency Department. The signage contains the 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 the 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 facility's financial counselors seek to provide personal financial counseling to all individuals admitted to the hospital facility 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 the 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 facility's 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 facility's FAP in all oral communications regarding the amount due for the individual's care. Copies of the PLS are distributed to members of the 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: | Located in Tavares, AdventHealth Waterman has 300 beds and is one of the six hospitals in Flagler, Lake, and Volusia counties that composes the AdventHealth Central Florida Division - North Region. AdventHealth Waterman is in the heart of Lake County and was founded by Frank Waterman in 1938. With the mission of Extending the Healing Ministry of Christ, AdventHealth Waterman provides whole person care to heal the body, mind, and spirit. It promotes the health of the community by providing health screenings, community education lectures, health fairs, helmet fittings for safety, community support groups, CREATION Life seminars, and supplies to the community free clinic. Services offered at the hospital include Cancer Care, Diabetes Care, Heart and Vascular Care, Inpatient Rehab, Digestive Care, Home Care, Senior Care, Hospice Care, Imaging Services, Lab Services, Neurology Care, Orthopedic Care, Sports Medicine and Rehab Care, Surgical Care, Mother and Baby Care, Urgent and Emergency Care, Women's Health Care, Men's Health Care, Children's Care, Community Primary Health Clinic, and Wound Care. During 2023, the Hospital's patient percentage population was made up of the below payors with the remaining percentage of the patients being covered under commercial insurance. In 2023, about 88.7% of the Hospital's in-patients were admitted through the Hospital's Emergency Department. - Medicare Patients 57.5% - Medicaid Patients 10.8% - Self-Pay Patients 5.0% The demographic makeup of the Hospital's community is as follows: - Population 383,956 - Population Over 65 26.5% - Poverty (Below FPL) 11.1% - Unemployment Rate 6.1% - Pop. Age 25+ with No High School Diploma 10.0% - Uninsured 10.6% - Food Insecurity Rate 13.9% |
| Part VI, Line 5: | The provision of community benefit is central to AdventHealth Waterman'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 fiing 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 Hospital 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 Hospital provided $395,637 of benefit with respect to the faith-based and spiritual needs of the community in conjunction with its operation of a community hospital. The filing organization also provides benefits to its community's infrastructure by investing in capital improvements to ensure that facilities and technology provide the best possible care to the community. During the current year, the filing organization expended $19,049,837 in new capital improvements. As a faith-based mission-driven community hospital, the filing organization is continually involved in monitoring its community, 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 Hospital are continually being invested in resources that improve the availability and quality of delivery of health care services and programs to its community. |
| 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 7 | The filing organization does not file an annual community benefit report with any state agencies. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Lifestream Behavioral Center Inc | ||||||||
| 2020 Tally Road | Leesburg | FL | 34728 | 591561501 | 501(c)(3) | $12,469 | $0 | General Support |
| United Way of Lake and Sumter Counties Inc | ||||||||
| 32644 Blossom Lane | Leesburg | FL | 34788 | 591143758 | 501(c)(3) | $10,000 | $0 | General Support |
| Florida Essential Healthcare Partnerships Foundation Inc | ||||||||
| 401 W 15th Street Suite 840 | Austin | TX | 78701 | 853671434 | 501(c)(3) | $841,000 | $0 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ottati David | ||||||||||||||
| Former Reg. CEO | $0 | $1,046,990 | $0 | $355,278 | $0 | $579,580 | $0 | $173,177 | $0 | $40,946 | $0 | $2,195,971 | $0 | $140,766 |
| Gregory PhD Audrey | ||||||||||||||
| Dir/Chairman/Reg. CEO | $0 | $932,890 | $0 | $310,681 | $0 | $243,368 | $0 | $197,080 | $0 | $32,358 | $0 | $1,716,377 | $0 | $0 |
| Azevedo Olesea | ||||||||||||||
| Director | $0 | $838,712 | $0 | $243,135 | $0 | $115,420 | $0 | $179,728 | $0 | $36,714 | $0 | $1,413,709 | $0 | $86,165 |
| Celano Patricia | ||||||||||||||
| Former Key Employee | $0 | $612,066 | $0 | $188,198 | $0 | $353,002 | $0 | $113,484 | $0 | $28,817 | $0 | $1,295,567 | $0 | $68,573 |
| Fountain DO Michael | ||||||||||||||
| Director/Chief of Staff (beg 01/2023 | $0 | $689,120 | $0 | $186,379 | $7,275 | $30,004 | $0 | $17,727 | $0 | $26,018 | $7,275 | $949,248 | $0 | $0 |
| Biri Abel | ||||||||||||||
| Dir./Sec./Hospital Facility CEO | $0 | $493,855 | $0 | $137,009 | $0 | $86,140 | $0 | $54,267 | $0 | $33,664 | $0 | $804,935 | $0 | $32,757 |
| Putigna DO Floriano | ||||||||||||||
| CMO-Hosp. Facility | $0 | $337,531 | $0 | $69,506 | $0 | $20,862 | $0 | $70,305 | $0 | $35,530 | $0 | $533,734 | $0 | $0 |
| Crunk Frances | ||||||||||||||
| Former CFO | $0 | $332,516 | $0 | $67,595 | $0 | $83,984 | $0 | $17,727 | $0 | $21,250 | $0 | $523,072 | $0 | $0 |
| Goeb-Burkett Michele | ||||||||||||||
| Director | $0 | $345,795 | $0 | $70,480 | $0 | $25,738 | $0 | $53,438 | $0 | $19,079 | $0 | $514,530 | $0 | $0 |
| Warren Terri | ||||||||||||||
| CFO-Hosp. Facility | $0 | $310,311 | $0 | $64,830 | $0 | $52,512 | $0 | $65,066 | $0 | $20,603 | $0 | $513,322 | $0 | $26,882 |
| Young Anita | ||||||||||||||
| COO-Hosp. Facility | $0 | $309,757 | $0 | $65,521 | $0 | $57,535 | $0 | $37,169 | $0 | $28,360 | $0 | $498,342 | $0 | $20,129 |
| Stimson Michael | ||||||||||||||
| CNO-Hosp. Facility (end 09/2023) | $0 | $209,633 | $0 | $50,881 | $0 | $85,252 | $0 | $5,489 | $0 | $31,169 | $0 | $382,424 | $0 | $0 |
| Bowman Lisa | ||||||||||||||
| CNO-Hosp. Facility (beg 10/2023) | $0 | $257,845 | $0 | $54,235 | $0 | $18,792 | $0 | $17,412 | $0 | $32,141 | $0 | $380,425 | $0 | $0 |
| Allen MD Gary | ||||||||||||||
| Director/Chief of Staff (end 02/2023 | $0 | $328,753 | $0 | $0 | $0 | $11,492 | $0 | $6,600 | $0 | $6,546 | $0 | $353,391 | $0 | $0 |
| Duan Fei | ||||||||||||||
| Medical Physicist | $257,131 | $0 | $2,547 | $0 | $7,954 | $0 | $14,249 | $0 | $33,696 | $0 | $315,577 | $0 | $0 | $0 |
| Rajeev Chandrakala | ||||||||||||||
| RN Staff Pool/Float | $200,048 | $0 | $18,518 | $0 | $11,220 | $0 | $11,674 | $0 | $25,465 | $0 | $266,925 | $0 | $0 | $0 |
| Valdivia Diaz Mabel | ||||||||||||||
| Exec Director Foundation | $209,108 | $0 | $7,817 | $0 | $5,265 | $0 | $9,237 | $0 | $34,906 | $0 | $266,333 | $0 | $0 | $0 |
| Hefley Russell | ||||||||||||||
| Pharmacy Operations Manager | $199,305 | $0 | $16,721 | $0 | $4,907 | $0 | $10,909 | $0 | $9,151 | $0 | $240,993 | $0 | $0 | $0 |
| Kinlaw Alton | ||||||||||||||
| Pharmacist | $200,198 | $0 | $3,350 | $0 | $6,264 | $0 | $10,013 | $0 | $90 | $0 | $219,915 | $0 | $0 | $0 |
| Noseworthy G Edward | ||||||||||||||
| Director (beg 05/2023) | $0 | $0 | $0 | $0 | $250 | $207,235 | $0 | $0 | $0 | $0 | $250 | $207,235 | $0 | $43,442 |
| Edmundson MD Ross | ||||||||||||||
| Former CMO | $0 | $0 | $0 | $0 | $0 | $134,106 | $0 | $0 | $0 | $0 | $0 | $134,106 | $0 | $134,106 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 executives 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). A Regional CEO for AdventHealth is a member of the Board of Directors of the filing organization. The Regional CEO is considered a common law employee of and is 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. |
| 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, Lines 4a-b | During the year ending December 31, 2023, Michael Stimson received severance payments in the amount of $67,404. Pursuant to the AHSSHC Corporate Executive Policy governing executive severance, severance agreements for executives operating at the Vice President level and above are entered into upon eligibility to facilitate the transition to subsequent employment following an involuntary separation from employment with AdventHealth. 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 457(B) Contr. Distr.* Contr./Distr. Contr. Distr.* Ottati, David $155,450 $142,998 $399,489 $ 0 $ 0 Gregory, Audrey $ 0 $ 0 $ 0 $179,353 $ 0 Azevedo, Olesea $154,106 $ 87,530 $ 0 $ 7,895 $ 0 Celano, Patricia $ 95,757 $ 69,661 $229,323 $ 0 $ 0 Biri, Abel $ 59,040 $ 33,276 $ 0 $ 0 $ 0 Putigna, Floriano $ 0 $ 0 $ 0 $ 52,578 $ 0 Crunk, Frances $ 35,925 $ 35,925 $ 0 $ 0 $ 0 Goeb-Burkett, Michele $ 35,711 $ 0 $ 0 $ 0 $ 0 Warren, Terri $ 29,722 $ 27,309 $ 0 $ 17,872 $ 0 Young, Anita $ 19,442 $ 20,448 $ 0 $ 0 $ 0 Noseworthy, Edward $ 0 $ 0 $ 0 $ 0 $ 43,442 Edmundson, Ross $ 0 $ 0 $ 0 $ 0 $134,106 * Including Investment Earnings |
Schedule M IRS990ScheduleM
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1293 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Care Mgmt. | Desc |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 1a: | The parent corporation and sole top-tier member of Florida Hospital Waterman, 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 | Florida Hospital Waterman, 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 adopt, amend, restate, and repeal the Articles of Incorporation or Bylaws of the filing organization, and the Medical Staff Bylaws; 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; g) to establish general guiding policies, to implement quality assessment, improvement and utilization review programs; and h) to approve the appointment of an auditing firm and election of the fiscal year for the filing organization. |
| Form 990, Part VI, Section B, line 11b | The filing organization's current year Form 990 was reviewed by the Board Chairman, Board Finance Committee Chair, CEO and by the CFO prior to its filing with the IRS. The review conducted by the Board Chairman, Board Finance Committee Chair, CEO and the CFO 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. |
| Part VII, Section A: | For those Board of Director members (not including physician members of the board), officer(s) 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. Physician members of the Board of Directors received compensation from related organizations as a result of providing various medical services to those related entities. |
| Part VIII, Lines 7a, b and c: | The amounts shown in Part VIII, Line 7, column (i) of the Form 990 represent an allocated share of capital gain/(loss) from a system wide, corporate administered, investment program. |
| Form 990, Part IX, line 11g | Payments to Healthcare Professionals: Program service expenses 32,287,132. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,287,132. Professional Fees: Program service expenses 1,538,881. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,538,881. Purchased Medical Services: Program service expenses 29,028,147. Management and general expenses 0. Fundraising expenses 0. Total expenses 29,028,147. Environmental Services: Program service expenses 2,173,107. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,173,107. Transcription Services: Program service expenses 59,652. Management and general expenses 0. Fundraising expenses 0. Total expenses 59,652. Recruiting: Program service expenses 579,314. Management and general expenses 0. Fundraising expenses 0. Total expenses 579,314. Food Service Contracts: Program service expenses 697,283. Management and general expenses 0. Fundraising expenses 0. Total expenses 697,283. Miscellaneous Purchased Services: Program service expenses 3,623,336. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,623,336. AdventHealth Management Fees: Program service expenses 0. Management and general expenses 12,374,556. Fundraising expenses 0. Total expenses 12,374,556. Billing & Collection Services: Program service expenses 0. Management and general expenses 1,745,074. Fundraising expenses 0. Total expenses 1,745,074. |
| 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 to/from Affliate 1,657. Transfer to Tax-Exempt Parent -6,190,152. Transfers to Operations -8,300. Change in Interest in Foundation 2,149,866. Rounding -1. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (87 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AdventHealth Asheville Inc | |||||||||||
| 100 Hospital Drive | Hendersonville | NC | 28792 | 921144574 | Future Operation of Hospital & Related Services | NC | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| AdventHealth Family Medicine Rural Health Clinics Inc | |||||||||||
| 187 PR 4060 | Lampasas | TX | 76550 | 271858033 | Operation of Rural Health Clinics & Medical Services | FL | 501(c)(3) | Line 3 | Metroplex Adventist Hospital Inc | Yes (1) | |
| AdventHealth Foundation Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 592219301 | Fund-Raising for Affiliated Tax-Exempt Hospitals | FL | 501(c)(3) | Line 7 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| AdventHealth Home Care East Florida LLC | |||||||||||
| 770 West Granada Blvd 319 | Ormond Beach | FL | 32174 | 833768458 | Inactive | FL | 501(c)(3) | Line 10 | Memorial Hlth Systems Inc | Yes (1) | |
| AdventHealth Hospice Care East Florida Inc | |||||||||||
| 770 West Granada Blvd 304 | Ormond Beach | FL | 32174 | 833748461 | Inactive | FL | 501(c)(3) | Line 10 | Memorial Hlth Systems Inc | Yes (1) | |
| AdventHealth Kansas City Foundation | |||||||||||
| 7315 E Frontage Road | Merriam | KS | 66204 | 480868859 | Fund-raising for Tax-exempt hospitals | KS | 501(c)(3) | Line 7 | Shawnee Mission Medical Center Inc | Yes (1) | |
| AdventHealth Palm Coast Parkway Inc | |||||||||||
| 1 AdventHealth Way | Palm Coast | FL | 32137 | 882288563 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| AdventHealth Polk North Inc | |||||||||||
| 40100 US Highway 27 N | Davenport | FL | 33837 | 841793121 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| AdventHealth Polk South Inc | |||||||||||
| 410 South 11th Street | Lake Wales | FL | 33853 | 834672945 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| AdventHealth Primary Care Network Inc (630-123123) | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 932208118 | Future Operation of Physician Practices & Medical Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| AdventHealth Ransom Memorial Inc | |||||||||||
| 1301 S Main Street | Ottawa | KS | 66067 | 830976641 | Operation of Hospital & Related Services | KS | 501(c)(3) | Line 3 | Adventist Hlth Mid-America Inc | Yes (1) | |
| AdventHealth Riverview Inc | |||||||||||
| 9330 US Highway 301 S | Tampa | FL | 33637 | 870901094 | Future Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| AdventHealth Senior Care Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 841817046 | Operation of Physician Practices & Medical Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| AdventHealth South Overland Park Inc | |||||||||||
| 7820 W 165th Street | Overland Park | KS | 66223 | 364595806 | Operation of Hospital & Related Services | KS | 501(c)(3) | Line 3 | Adventist Hlth Mid-America Inc | Yes (1) | |
| AdventHealth University Inc | |||||||||||
| 671 Winyah Drive | Orlando | FL | 32803 | 593069793 | Education/Operation of School | FL | 501(c)(3) | Line 2 | Adventist Hlth SystemSunbelt Inc | Yes (1) | |
| AdventHealth West Florida Ambulatory Services Inc | |||||||||||
| 14055 Riveredge Drive Ste 250 | Tampa | FL | 33637 | 471881744 | Support of Imaging Center & Home Health Subsidiaries | FL | 501(c)(3) | Line 12b, II | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| AdventHealth West Florida Imaging Inc | |||||||||||
| 14055 Riveredge Drive Ste 250 | Tampa | FL | 33637 | 843225135 | Imaging & Testing | FL | 501(c)(3) | Line 3 | AdventHealth West Florida Ambulatory Services Inc | Yes (1) | |
| Adventist Care Centers - Courtland Inc | |||||||||||
| 730 Courtland Street | Orlando | FL | 32804 | 205774723 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Adventist Health Mid-America Inc | |||||||||||
| 9100 W 74th Street | Shawnee Mission | KS | 66204 | 521347407 | Support of Affiliated Hospital | KS | 501(c)(3) | Line 12c, III-FI | Adventist Hlth SystemSunbelt Inc | Yes (1) | |
| Adventist Health System Georgia Inc | |||||||||||
| 1035 Red Bud Road NE | Calhoun | GA | 30701 | 581425000 | Operation of Hospital & Related Services | GA | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Adventist Hlth System Sunbelt Hlthcare Corp | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 592170012 | Management Services | FL | 501(c)(3) | Line 12a, I | 0 | N/A | |
| Adventist Hlth SystemSunbelt Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 591479658 | Operation of Hospitals & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Adventist Hlth SystemTexas Inc | |||||||||||
| 11801 S Freeway | Burleson | TX | 76028 | 742578952 | Employee Leasing of Personnel to Affiliated Hospitals | TX | 501(c)(3) | Line 12c, III-FI | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| AHS Midwest Management Inc | |||||||||||
| 500 Remington Blvd | Bolingbrook | IL | 60440 | 363354567 | Employee Leasing of Personnel to Supported Hospitals | IL | 501(c)(3) | Line 12c, III-FI | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Apopka Health Care Properties Inc | |||||||||||
| 305 E Oak Street | Apopka | FL | 32703 | 510605694 | Lease to Related Organization | GA | 501(c)(3) | Line 12c, III-FI | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Bert Fish Medical Center Auxiliary Inc | |||||||||||
| 401 Palmetto Street | New Smyrna Beach | FL | 32168 | 591054892 | Volunteer support services | FL | 501(c)(3) | Line 10 | Southeast Volusia Healthcare Corp | 0 | |
| Burleson Nursing & Rehab Center Inc | |||||||||||
| 301 Huguley Blvd | Burleson | TX | 76028 | 205782243 | Operation of Home for the Aged/Hlthcare Delivery | TX | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Chickasaw Health Care Properties Inc | |||||||||||
| 250 S Chickasaw Trail | Orlando | FL | 32825 | 510605681 | Lease to Related Organization | GA | 501(c)(3) | Line 12c, III-FI | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Chippewa Valley Hospital & Oakview Care Center Inc | |||||||||||
| 1220 Third Avenue West | Durand | WI | 54736 | 391365168 | Operation of Hospital & Related Services | WI | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | Yes (1) | |
| Coalition For Physician Well-Being Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 463477012 | Provide support for Physician well-being | FL | 501(c)(3) | Line 10 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Courtland Health Care Properties Inc | |||||||||||
| 730 Courtland Street | Orlando | FL | 32804 | 510605682 | Lease to Related Organization | GA | 501(c)(3) | Line 12c, III-FI | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Dairy Road Health Care Properties Inc | |||||||||||
| 7350 Dairy Road | Zephyrhills | FL | 33540 | 510605684 | Lease to Related Organization | GA | 501(c)(3) | Line 12c, III-FI | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| East Orlando Health & Rehab Center Inc | |||||||||||
| 250 S Chickasaw Trail | Orlando | FL | 32825 | 205774748 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Fletcher Hospital Inc | |||||||||||
| 100 Hospital Drive | Hendersonville | NC | 28792 | 560543246 | Operation of Hospital & Related Services | NC | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| FLNC Inc | |||||||||||
| 3355 E Semoran Blvd | Apopka | FL | 32703 | 205774761 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Florida Hospital Dade City Inc | |||||||||||
| 13100 Fort King Road | Dade City | FL | 33525 | 822567308 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Florida Hospital Healthcare Partners Inc | |||||||||||
| 770 West Granada Blvd 101 | Ormond Beach | FL | 32174 | 462354804 | Operation of Physician Practices & Medical Services | FL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | Yes (1) | |
| Florida Hospital Medical Group Inc | |||||||||||
| 2600 Westhall Lane 4th Floor | Maitland | FL | 32751 | 593214635 | Operation of Physician Practices & Medical Services | FL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | Yes (1) | |
| Florida Hospital Ocala Inc | |||||||||||
| 1500 SW 1st Avenue | Ocala | FL | 34471 | 824372339 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Florida Hospital Physician Group Inc | |||||||||||
| 12470 Telecom Dr 100 | Tampa | FL | 33637 | 462021581 | Operation of Physician Practices & Medical Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Florida Hospital Waterman Inc | |||||||||||
| 1000 Waterman Way | Tavares | FL | 32778 | 593140669 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Florida Hospital Zephyrhills Inc | |||||||||||
| 7050 Gall Blvd | Zephyrhills | FL | 33541 | 592108057 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | Yes (1) | |
| Florida Radiology Imaging at Lake Mary LLC | |||||||||||
| 2600 Westhall Lane 4th Floor | Maitland | FL | 32751 | 550789387 | Imaging & Testing | FL | 501(c)(3) | Line 3 | Florida Hospital Medical Group Inc | Yes (1) | |
| Fountain Inn Nursing & Rehab Center Inc | |||||||||||
| 4501 Waterman Way | Tavares | FL | 32778 | 472180518 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Helen Ellis Memorial Hospital Auxiliary Inc | |||||||||||
| 1395 S Pinellas Ave | Tarpon Springs | FL | 34689 | 592106043 | Fund-raising for Tax-exempt hospital/foundation | FL | 501(c)(3) | Line 12c, III-FI | 0 | N/A | |
| Helen Ellis Memorial Hospital Foundation Inc | |||||||||||
| 1395 S Pinellas Ave | Tarpon Springs | FL | 34689 | 593690149 | Fund-raising for Tax-exempt hospital | FL | 501(c)(3) | Line 7 | 0 | N/A | |
| Hospice of the Comforter Inc | |||||||||||
| 480 W Central Parkway | Altamonte Springs | FL | 32714 | 592935928 | Operation of Hospice | FL | 501(c)(3) | Line 10 | The Comforter Health Care Group Inc | Yes (1) | |
| Lake County Health Care Properties Inc | |||||||||||
| 485 North Keller Road 250 | Maitland | FL | 32751 | 813923985 | Lease to Related Organization | GA | 501(c)(3) | Line 12c, III-FI | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Memorial Health Systems Foundation Inc | |||||||||||
| 305 Memorial Medical Pkwy 212 | Daytona Beach | FL | 32117 | 311771522 | Fund-raising for Tax-exempt hospital | FL | 501(c)(3) | Line 7 | 0 | N/A | |
| Memorial Health Systems Inc | |||||||||||
| 301 Memorial Medical Parkway | Daytona Beach | FL | 32117 | 590973502 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | Yes (1) | |
| Memorial Hospital - West Volusia Inc | |||||||||||
| 701 West Plymouth Avenue | Deland | FL | 32720 | 593256803 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Memorial Hlth Systems Inc | Yes (1) | |
| Memorial Hospital Flagler Inc | |||||||||||
| 60 Memorial Medical Parkway | Palm Coast | FL | 32164 | 592951990 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Memorial Hlth Systems Inc | Yes (1) | |
| Memorial Hospital Inc | |||||||||||
| 210 Marie Langdon Drive | Manchester | KY | 40962 | 610594620 | Operation of Hospital & Related Services | KY | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Metroplex Adventist Hospital Inc | |||||||||||
| 2201 S Clear Creek Road | Killeen | TX | 76549 | 742225672 | Operation of Hospital & Related Services | TX | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Metroplex Clinic Physicians Inc | |||||||||||
| 2201 S Clear Creek Road | Killeen | TX | 76549 | 113762050 | Physician Healthcare services to the community | TX | 501(c)(3) | Line 3 | Metroplex Adventist Hospital Inc | Yes (1) | |
| Mission Strategies of Georgia Inc | |||||||||||
| 485 North Keller Road 250 | Maitland | FL | 32751 | 900866024 | Provision of support to the nursing home division | GA | 501(c)(3) | Line 12b, II | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Osceola Health Care Properties Inc | |||||||||||
| 485 North Keller Road 250 | Maitland | FL | 32751 | 813165729 | Lease to Related Organization | GA | 501(c)(3) | Line 12c, III-FI | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Overland Park Nursing & Rehab Center Inc | |||||||||||
| 6501 West 75th Street | Overland Park | KS | 66204 | 205774821 | Operation of Home for the Aged/Hlthcare Delivery | KS | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| PAHS Service Corporation (49 - 123123) | |||||||||||
| 6061 S Willow Drive | Greenwood Village | CO | 80111 | 923398616 | Employee Leasing of Personnel to Related Hospitals | CO | 501(c)(3) | Line 12c, III-FI | Portercare Adventist Health System | Yes (1) | |
| Pasco-Pinellas Hillsborough Community Hlth System Inc | |||||||||||
| 2600 Bruce B Downs Blvd | Wesley Chapel | FL | 33544 | 208488713 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Portercare Adventist Health System | |||||||||||
| 6061 S Willow Drive | Greenwood Village | CO | 80111 | 840438224 | Operation of Hospitals & Related Services | CO | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Princeton Homecare Services LLC | |||||||||||
| 602 Courtland Street 310 | Orlando | FL | 32804 | 814196648 | Home Health Care Services | FL | 501(c)(3) | Line 10 | Princeton Prof Services Inc | Yes (1) | |
| Princeton Professional Services Inc | |||||||||||
| 601 E Rollins Street | Orlando | FL | 32803 | 591191045 | Provision of Healthcare Services | FL | 501(c)(3) | Line 12c, III-FI | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Quality Circle for Healthcare Inc | |||||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 263789368 | Healthcare Quality Services | FL | 501(c)(3) | Line 12a, I | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Redmond Park Hospital LLC | |||||||||||
| 501 Redmond Road NW | Rome | GA | 30165 | 581123037 | Operation of Hospital & Related Services | GA | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Resource Personnel Inc | |||||||||||
| 485 North Keller Road 250 | Maitland | FL | 32751 | 208040875 | Provide administrative support to tax exempt nursing homes | FL | 501(c)(3) | Line 12b, II | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Rocky Mountain Adventist Hlthcare Foundation | |||||||||||
| 950 E Harvard Avenue Ste 230 | Denver | CO | 80210 | 840745018 | Fund-raising for Tax-exempt hospital | CO | 501(c)(3) | Line 7 | 0 | N/A | |
| Rollins Brook Community Care Corp | |||||||||||
| 2201 S Clear Creek Road | Killeen | TX | 76549 | 461656773 | Support Operation of Hospital | TX | 501(c)(3) | Line 12a, I | Adventist Hlth SystemSunbelt Inc | Yes (1) | |
| San Marcos Nursing & Rehab Center Inc | |||||||||||
| 1900 Medical Parkway | San Marcos | TX | 78666 | 205782224 | Inactive - In wind down | TX | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Shawnee Mission Hlth Care Properties Inc | |||||||||||
| 485 North Keller Road 250 | Maitland | FL | 32751 | 813914908 | Inactive - In wind down | GA | 501(c)(3) | Line 12c, III-FI | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Shawnee Mission Health Care Inc | |||||||||||
| 6501 West 75th Street | Overland Park | KS | 66204 | 480952508 | Lease to Related Organization | KS | 501(c)(3) | Line 12c, III-FI | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Shawnee Mission Medical Center Inc | |||||||||||
| 9100 W 74th Street | Shawnee Mission | KS | 66204 | 480637331 | Operation of Hospital & Related Services | KS | 501(c)(3) | Line 3 | Adventist Hlth Mid-America Inc | Yes (1) | |
| South Pasco Health Care Properties Inc | |||||||||||
| 38250 A Avenue | Zephyrhills | FL | 33542 | 510605679 | Lease to Related Organization | GA | 501(c)(3) | Line 12c, III-FI | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Southeast Volusia Healthcare Corp | |||||||||||
| 401 Palmetto Street | New Smyrna Beach | FL | 32168 | 473793197 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Southwest Volusia Health Services Inc | |||||||||||
| 1055 Saxon Blvd | Orange City | FL | 32763 | 593281591 | Medical Office Building for Hospital | FL | 501(c)(3) | Line 12a, I | Southwest Volusia Hlthcare Corp | Yes (1) | |
| Southwest Volusia Healthcare Corp | |||||||||||
| 1055 Saxon Blvd | Orange City | FL | 32763 | 593149293 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth SystemSunbelt Inc | Yes (1) | |
| Sunbelt Health & Rehab Center - Apopka Inc | |||||||||||
| 305 East Oak Street | Apopka | FL | 32703 | 205774856 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Sunbelt Health Care Centers Inc | |||||||||||
| 485 North Keller Road 250 | Maitland | FL | 32751 | 581473135 | Management Services | TN | 501(c)(3) | Line 12b, II | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Tarpon Springs Hospital Foundation Inc | |||||||||||
| 1395 S Pinellas Ave | Tarpon Springs | FL | 34689 | 590898901 | Operation of Hospital & Related Services | FL | 501(c)(3) | Line 3 | University Community Hospital Inc | Yes (1) | |
| Tarrant County Health Care Properties Inc | |||||||||||
| 301 Huguley Blvd | Burleson | TX | 76028 | 510605677 | Lease to Related Organization | GA | 501(c)(3) | Line 12c, III-FI | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| The Comforter Health Care Group Inc | |||||||||||
| 605 Montgomery Road | Altamonte Springs | FL | 32714 | 271857940 | Support Services to Related Hospice | FL | 501(c)(3) | Line 12c, III-FI | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| Tri-County Nursing and Rehab Center Inc | |||||||||||
| 1290 Celebration Blvd | Kissimmee | FL | 34747 | 472219363 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| University Community Hospital Foundation Inc | |||||||||||
| 3100 E Fletcher Ave | Tampa | FL | 33613 | 592554889 | Fund-raising for Tax-exempt hospital | FL | 501(c)(3) | Line 7 | 0 | N/A | |
| University Community Hospital Inc | |||||||||||
| 3100 E Fletcher Ave | Tampa | FL | 33613 | 591113901 | Operation of Hospitals & Related Services | FL | 501(c)(3) | Line 3 | Adventist Hlth System Sunbelt Hlthcare Corp | Yes (1) | |
| West Florida Health Home Care Inc | |||||||||||
| 13601 Bruce B Downs Blvd Ste 110 | Tampa | FL | 33613 | 593686109 | Home Health Services | GA | 501(c)(3) | Line 10 | AdventHealth West Florida Ambulatory Services Inc | Yes (1) | |
| Zephyr Haven Health & Rehab Center Inc | |||||||||||
| 38250 A Avenue | Zephyrhills | FL | 33542 | 205774930 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
| Zephyrhills Health & Rehab Center Inc | |||||||||||
| 7350 Dairy Road | Zephyrhills | FL | 33540 | 205774967 | Operation of Home for the Aged/Hlthcare Delivery | FL | 501(c)(3) | Line 10 | Sunbelt Hlth Care Centers Inc | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AdventHealth Surgery Center Daytona Beach LLC | ||||||||||||||
| 103 Memorial Medical Pkwy Ste 300 | Daytona Beach | FL | 32117 | 922967648 | Surgery Center | FL | N/A | 0 | 0 | |||||
| AdventHealth Surgery Center Innovation Tower LLC | ||||||||||||||
| 265 E Rollins Street | Orlando | FL | 32804 | 882744377 | Surgery Center | FL | N/A | 0 | 0 | |||||
| Fletcher Hospital Surgical Ventures LLC | ||||||||||||||
| 9131 Anson Way Ste 304 | Raleigh | NC | 27615 | 861482646 | Indirect Interest in Surgery Center | NC | N/A | 0 | 0 | |||||
| Florida Hospital DMERT LLC | ||||||||||||||
| 500 Winderley Place Ste 324 | Maitland | FL | 32751 | 202392253 | Medical Equipment | FL | N/A | 0 | Yes (1) | |||||
| Florida Hospital Home Infusion LLP | ||||||||||||||
| 500 Winderley Place Ste 226 | Maitland | FL | 32751 | 593142824 | Home Infusion Services | FL | 0 | Yes (1) | Princeton Prof ServsFH Waterman | Related | $65,878 | $572,535 | 0.04900 | |
| Functional Neurosurgical Ambulatory Surgery Ctr LLC | ||||||||||||||
| 11 W Dry Creek Circle 120 | Littleton | CO | 80120 | 464426708 | Surgery Center | CO | N/A | 0 | 0 | |||||
| M&O Orlando MOB I LLC | ||||||||||||||
| 1125 Sanctuary Parkway Ste 410 | Alpharetta | GA | 30009 | 844259138 | Operation of Medical Office Building | DE | N/A | 0 | 0 | |||||
| OnPoint OBGYN LLC | ||||||||||||||
| 7780 S Broadway 280 | Littleton | CO | 80122 | 873522453 | Healthcare Services | CO | N/A | 0 | 0 | |||||
| Orange City Surgical LLC | ||||||||||||||
| 1053 Medical Center Drive Ste 201 | Orange City | FL | 32763 | 208105013 | Surgery Center | FL | N/A | 0 | 0 | |||||
| PAHS OnPoint Imaging LLC | ||||||||||||||
| 9205 S Broadway | Highlands Ranch | CO | 80129 | 833275105 | Imaging Center | CO | N/A | 0 | 0 | |||||
| PAHS OnPoint Urgent Care LLC | ||||||||||||||
| 9100 E Mineral Circle | Centennial | CO | 80112 | 832465331 | Urgent Care Center | CO | N/A | 0 | 0 | |||||
| Surgery Center of Rome LP | ||||||||||||||
| 501 Redmond Road NW | Rome | GA | 30165 | 200390305 | Surgery Center | GA | N/A | 0 | 0 | |||||
| SCA - Alliance LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 471807383 | Indirect Interest in Surgery Center | DE | N/A | 0 | 0 | |||||
| SCA-Central Florida LLC | ||||||||||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35209 | 471535510 | Indirect Interest in Surgery Center | DE | N/A | 0 | 0 | |||||
| The Bariatric Center of Kansas City LLC | ||||||||||||||
| 9100 W 74th Street | Merriam | KS | 66204 | 823025378 | Surgery Center | KS | N/A | 0 | 0 | |||||
| Urgent Care Centers of Brevard County LLC | ||||||||||||||
| 2600 Westhall Lane Ste 200 | Maitland | FL | 32751 | 844261523 | Urgent Care Centers | FL | N/A | 0 | Yes (1) | |||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AdventHealth at Overland Park-College MOB Condominium Assoc | |||||||||
| 9119 W 74th Street Ste 260 | Merriam | KS | 66204 | 874353752 | Condo Association | KS | N/A | C | Yes (1) |
| AdventHealth City Center North Owners' Assoc Inc (65-123123) | |||||||||
| 9119 W 74th Street Ste 260 | Merriam | KS | 66204 | 991471046 | Maintenance Association | KS | N/A | C | Yes (1) |
| AdventHealth Primary Care Inc fka AH North Polk Inc | |||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 593231322 | Inactive | FL | N/A | C | Yes (1) |
| AdventHealth Value Based Bundle Management LLC | |||||||||
| 2600 Lucien Way | Maitland | FL | 32751 | 873487910 | Medical Contracting and Billing | FL | N/A | C | Yes (1) |
| Altamonte Medical Plaza Condominium Association Inc | |||||||||
| 601 East Rollins Street | Orlando | FL | 32803 | 592855792 | Condo Association | FL | N/A | C | Yes (1) |
| Apopka Medical Plaza Condominium Assoc Inc (11-123123) | |||||||||
| 601 East Rollins Street | Orlando | FL | 32803 | 593000857 | Condo Association | FL | N/A | C | Yes (1) |
| Battle Creek Adventist Hospital | |||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 381359189 | Inactive | MI | N/A | C | Yes (1) |
| Florida Hospital Flagler Medical Offices Association Inc | |||||||||
| 60 Memorial Medical Parkway | Palm Coast | FL | 32164 | 262158309 | Condo Association | FL | N/A | C | Yes (1) |
| Florida Hosp Hlth Village Property Owner's Assoc Inc | |||||||||
| 550 E Rollins Street 7th Floor | Orlando | FL | 32803 | 821748255 | Condo Association | FL | N/A | C | Yes (1) |
| Florida Hospital Healthcare System Inc | |||||||||
| 2600 Lucien Way | Maitland | FL | 32751 | 593215680 | PHSO / CIN | FL | N/A | C | Yes (1) |
| Florida Medical Plaza Condominium Association Inc | |||||||||
| 601 East Rollins Street | Orlando | FL | 32803 | 592855791 | Condo Association | FL | N/A | C | Yes (1) |
| Kissimmee Multispecialty Clinic Condominium Association Inc | |||||||||
| 201 Hilda Street Suite 30 | Kissimmee | FL | 34741 | 593539564 | Condo Association | FL | N/A | C | Yes (1) |
| Midwest Management Services Inc | |||||||||
| 9100 West 74th Street | Shawnee Mission | KS | 66204 | 480901551 | Inactive | KS | N/A | C | Yes (1) |
| North American Health Services Inc & Sub | |||||||||
| 900 Hope Way | Altamonte Springs | FL | 32714 | 621041820 | Holding Co. | TN | N/A | C | Yes (1) |
| Ormond Prof Associates Condo Assoc Inc (430 year end) | |||||||||
| 770 W Granada Blvd Ste 101 | Ormond Beach | FL | 32174 | 592694434 | Condo Association | FL | N/A | C | Yes (1) |
| Park Ridge Property Owner's Association Inc | |||||||||
| 1 Park Place Naples Road | Fletcher | NC | 28732 | 030380531 | Condo Association | NC | N/A | C | Yes (1) |
| Park Ridge Condominium #1 Unit Owners Association Inc | |||||||||
| 1 Park Place Naples Road | Fletcher | NC | 28732 | 010584623 | Condo Association | NC | N/A | C | Yes (1) |
| Redmond Park Health Services Inc | |||||||||
| 501 Redmond Rd NW | Rome | GA | 30165 | 621330078 | Holding Company | GA | N/A | C | Yes (1) |
| Surgicare of Rome Inc | |||||||||
| 501 Redmond Rd NW | Rome | GA | 30165 | 200376307 | Holding Company | GA | N/A | C | Yes (1) |
| The Garden Retirement Community Inc | |||||||||
| 485 North Keller Road Ste 250 | Maitland | FL | 32751 | 593414055 | Real Estate Rental | FL | N/A | C | Yes (1) |
| Winter Park Medical Office Building I Condo Assoc Inc | |||||||||
| 601 East Rollins Street | Orlando | FL | 32803 | 452228478 | Condo Association | FL | N/A | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (23 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Adventist Health System Sunbelt Healthcare Corporation | ||
| B | $6,190,152 | Amount Given |
| Adventist Health System Sunbelt Healthcare Corporation | ||
| M | $3,180,994 | % of Facility's Oper. Exp. |
| Adventist Health System Sunbest Healthcare Corporation - Shared Services | ||
| M | $3,640,220 | % of Facility's Oper. Exp. |
| Adventist Health System Sunbelt Healthcare Corporation - AIT | ||
| M | $13,775,211 | % of Facility's Oper. Exp. |
| Adventist Health System Sunbelt Healthcare Corporation | ||
| P | $14,177,518 | Cost |
| Adventist Health System Sunbelt Healthcare Corporation - AIT | ||
| P | $58,811 | Cost |
| Adventist Health SystemSunbelt Inc dba AdventHealth Orlando | ||
| P | $4,240,695 | Cost |
| Adventist Health SystemSunbelt Inc dba AdventHealth Orlando | ||
| Q | $4,371,360 | Cost |
| Florida Hospital Medical Group Inc dba AdventHealth Medical Group Central | ||
| A | $1,251,943 | FMV Rent |
| Florida Hospital Medical Group Inc dba AdventHealth Medical Group Central | ||
| Q | $17,205,141 | Cost |
| Florida Hospital Medical Group Inc dba AdventHealth Medical Group Central | ||
| P | $17,205,413 | Cost |
| Memorial Health Systems Inc dba AdventHealth Daytona Beach | ||
| P | $12,824,364 | Cost |
| Memorial Health Systems Inc dba AdventHealth Daytona Beach | ||
| Q | $13,146,304 | Cost |
| Florida Hospital Healthcare Partners Inc dba AdventHealth Medical Group E | ||
| P | $18,429,790 | Cost |
| Florida Hospital Healthcare Partners Inc dba AdventHealth Medical Group E | ||
| Q | $18,536,708 | Cost |
| Adventist Health SystemSunbelt Inc dba AdventHealth Centra Care | ||
| P | $415,354 | Cost |
| Adventist Health SystemSunbelt Inc dba AdventHealth Centra Care | ||
| Q | $410,622 | Cost |
| Memorial Hospital - Flagler Inc | ||
| P | $228,928 | Cost |
| Memorial Hospital - Flagler Inc | ||
| Q | $210,612 | Cost |
| Southeast Volusia Healthcare Corporation | ||
| P | $72,949 | Cost |
| Southeast Volusia Healthcare Corporation | ||
| Q | $68,441 | Cost |
| Memorial Hospital - West Volusia Inc | ||
| P | $67,698 | Cost |
| Memorial Hospital - West Volusia Inc | ||
| Q | $63,383 | Cost |