2020-11-10T15:20:51-06:00 2019-12-31 910189318 Moss Adams LLP 3121 W March Ln Ste 200 Stockton CA 952192367 990 2019-01-01 953867863 Western Health Resources WEST 9164060000 PO Box 619135 Roseville CA 95661 Todd Hofheins Chief Financial Officer 9164060000 2020-10-29 1 Tracy S Paglia P00366884 2099556100 2020-10-29 172.9.161.112 2020-10-29 20:08:26 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2CA4604677747A1B8287DC7DD1B2F222DAF5CAE3 2019 2021-01-29 14:40:06Z Adventist HealthHome Care Services Todd Hofheins PO Box 619135 Roseville CA 95661 57016192 0 1071 X www.adventisthealth.org/ X 1983 CA Living God's love by inspiring health, wholeness and hope. 7 0 692 0 0 0 315174 127865 59461015 56791474 122261 90086 0 6767 59898450 57016192 0 500 0 0 47979625 48196166 0 0 0 12988853 16583620 60968478 64780286 -1070028 -7764094 14807253 23049980 7412170 23385588 7395083 -335608 X Living God's love by inspiring health, wholeness and hope. 0 0 38856941 500 56791474 See Schedule O 38856941 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 692 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Jay Lipps VP System Controller 9164061092 PO Box 619135 Roseville CA 95661 Reiner Scott Dir/Chair 0.50 50.00 X X 0 1995696 53734 Wing Bill Dir/CFO 0.50 50.00 X X 0 1572254 46583 Reppert Joseph Dir/Former CFO thru 08/19 0.50 0.00 X X 0 1209069 57565 Asmar Hoda Dir/Vice Chair/Pres 0.50 50.00 X X 0 1158336 38695 Ashlock Mark Dir/Vice Chair thru 06/20 0.00 50.00 X X 0 993924 45909 Beaman John Director 0.50 50.00 X 0 823889 43310 Wagner Jack Dir/Former CFO thru 03/18 0.00 0.00 X 0 778475 29189 Jobe Meredith Dir/Secretary 0.50 50.00 X X 0 730385 45909 Mendoza Sherry CEO 50.00 0.00 X 0 397285 54143 De Pietro Wendy RN 50.00 0.00 X 188816 0 36207 Karp Susan RN 50.00 0.00 X 155922 0 28367 Smith Emilie Administrative Director 50.00 0.00 X 173241 0 9954 Runyan Nancy Director Home Health & Hospice 50.00 0.00 X 149842 0 30247 Fule Myrna RN, Care Manager 50.00 0.00 X 154062 0 19051 821883 9659313 538863 84 1 1 0 AHSA LLC PO Box 945 Traverse City MI 49685 Workforce consulting services 2218640 Robert Half International Inc 3100 Zinfandel Drive Suite 260 Rancho Cordova CA 95670 Accounting services 207715 Simione Healthcare Consultants LLC 50 Professional Center Drive Suite Rohnert Park CA 94928 Consulting services 193235 Edmund H Lew MD Inc 1505 Wilson Terrace Suite 250 Glendale CA 91206 Medical services 180200 RN Staff Inc 7345 Woodland Drive Suite D Indianapolis IN 46278 Staffing services 136690 6 38874 88991 127865 Home care services 621300 56272753 56272753 Other program services 621990 518721 518721 56791474 90086 90086 6767 0 6767 6767 57016192 56791474 0 96853 X 500 500 37599085 25751398 11847687 1374379 1022408 351971 6313221 3915847 2397374 2909481 2072093 837388 1060321 196 1060125 23376 2888 20488 9655412 3112706 6542706 14810 14810 736526 28749 707777 168190 107 168083 650075 650075 1344165 1084554 259611 38725 4462 34263 122915 122915 35525 11410 24115 83467 83467 Patient care supplies 1940231 1712876 227355 Rental/lease costs equi 581045 108118 472927 Income Taxes 9429 9429 119408 19200 100208 64780286 38856941 25923345 0 3113939 0 9130695 19616466 41695 409758 2192305 741637 43035 1450668 497857 0 107674 0 850000 850000 1022358 723088 14807253 23049980 3830295 5836339 3602 0 850000 0 2728273 17549249 7412170 23385588 X 7258063 -535219 137020 199611 7395083 -335608 14807253 23049980 X -7764094 33403 X 0 1 X 1 0 X 345749 110499 65624 315174 127865 964911 59540813 61742927 57002656 59461015 56791474 294538885 59886562 61853426 57068280 59776189 56919339 295503796 0 0 0 295503796 37991 25264 16183 112817 90086 282341 37991 25264 16183 112817 90086 282341 17987 17987 59942540 61878690 57084463 59889006 57009425 295804124 0.99900 0.99910 0.00100 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 137020 64903 2312 199611 137850 30000 30830 137020 146695 878 9723 137850 161755 15060 146695 4964 172629 15838 161755 0.00000 0.00000 1.00000 0 0 245099 223123 21976 1947206 518514 1428692 1450668 Payables to related organizations 16494234 Lease liability 1055015 17549249 X Part V, Line 4: Board-designated, temporary and permanently restricted endowment funds are for specified operating and capital projects. The funds are released as project costs are expended. Part X, Line 2: The principal operations of the System is exempt from taxation pursuant to Internal Revenue Code Section 501(c)(3) and related state provisions. The System recognizes tax benefits from any uncertain tax positions only if it is more-likely-than-not the tax position will be sustained, based solely on its technical merits, with the taxing authority having full knowledge of all relevant information. The System records a liability for unrecognized tax benefits from uncertain tax positions as discrete tax adjustments in the first interim period the more-likely-than-not threshold is not met. The System recognizes deferred tax assets and liabilities for temporary differences between the financial reporting basis and the tax basis of its assets and liabilities along with net operating loss and tax credit carryovers only for tax positions that meet the more-likely-than-not recognition criteria. At December 31, 2019 and 2018, no such assets or liabilities were recorded. The System currently files Form 990 (informational return of organizations exempt from income taxes) and Form 990-T (business income tax return for an exempt organization) in the U.S. federal jurisdiction and the state of California. The System is not subject to income tax examinations prior to 2015 in major tax jurisdictions. X X X X 1 0 0 0 0 0 0 0 0 Reiner Scott Dir/Chair 0 1510024 0 420315 0 65357 0 16782 0 36952 0 2049430 0 0 Wing Bill Dir/CFO 0 1200390 0 318717 0 53147 0 16782 0 29801 0 1618837 0 0 Reppert Joseph Dir/Former CFO thru 08/19 0 581409 0 187572 0 440088 0 16782 0 40783 0 1266634 0 0 Asmar Hoda Dir/Vice Chair/Pres 0 790010 0 191190 0 177136 0 16782 0 21913 0 1197031 0 0 Ashlock Mark Dir/Vice Chair thru 06/20 0 741578 0 199787 0 52559 0 16782 0 29127 0 1039833 0 0 Beaman John Director 0 630899 0 156479 0 36511 0 0 0 43310 0 867199 0 0 Wagner Jack Dir/Former CFO thru 03/18 0 0 0 0 0 778475 0 0 0 29189 0 807664 0 0 Jobe Meredith Dir/Secretary 0 524870 0 65461 0 140054 0 16782 0 29127 0 776294 0 0 Mendoza Sherry CEO 0 301727 0 44190 0 51368 0 16782 0 37361 0 451428 0 0 De Pietro Wendy RN 166461 0 12772 0 9583 0 8479 0 27728 0 225023 0 0 0 Karp Susan RN 149093 0 4182 0 2647 0 7258 0 21109 0 184289 0 0 0 Smith Emilie Administrative Director 168625 0 0 0 4616 0 8978 0 976 0 183195 0 0 0 Runyan Nancy Director Home Health & Hospice 146446 0 0 0 3396 0 7535 0 22712 0 180089 0 0 0 Fule Myrna RN, Care Manager 154062 0 0 0 0 0 7999 0 11052 0 173113 0 0 0 Part I, Line 4a Severance payments are made based upon agreements between certain qualifying employees and Adventist Health Services/West. Details of the terms and conditions of the severance agreements are available to the IRS upon request. Reppert, Joseph - severance payment - $194,953 Wagner, Jack - severance payment - $778,453 Form 990, Part III, Line 4a: Adventist Health/Home Care Services offers advanced, quality health care in an at-home setting by operating 14 home health agencies and nine hospices. In 2019, care, compassion and quality services were provided with 207,578 home health visits and 74,767 hospice days. Many of the agencies provide specialized programs and treatment plans, such as pediatric, CHF, diabetes and palliative care. In addition to providing treatment or care management, we strive to improve overall quality of life, hasten recovery and positively influence the emotional, physical and spiritual well-being of our home care patients. Accomplishments for 2019: - Centralized on-call - Centralized Face-to-Face episodes - Implemented new EMR (HomeCare HomeBase) in remaining nine agencies that had not previously implemented in 2018 - Transitioned seven agencies to CHAP accreditation - Changed ownership of four agencies to Adventist Health Home Care Services - Successfully launched pilot program for Concur Form 990, Part VI, Section A, line 6 Individuals representing the Seventh-day Adventist Church and its health care operations serve as members of Western Health Resources. Annually, the members meet for the purpose of conducting the business of the membership. Actions are taken as required to enable Western Health Resources to continue operating in concert with its Articles of Incorporation and Bylaws. Form 990, Part VI, Section A, line 7a Annually, the members meet for the purpose of conducting the business of the membership. Actions are taken as required to enable Western Health Resources to continue operating in concert with its Articles of Incorporation and Bylaws. Board appointments are approved by the membership. Form 990, Part VI, Section A, line 7b The membership must approve all amendments to the Organization's Articles of Incorporation and Bylaws. Form 990, Part VI, Section B, line 11b This Form 990 including all supporting schedules was prepared by a public accounting firm, reviewed by the System Controller and Market Finance Officer, and shared by electronic communication with the Organization's Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c During the first quarter of each year, the annual conflict of interest questionnaire is sent to board members, hospital officers, key employees and department directors for completion and signature. The questionnaire is accompanied by a letter of explanation, to illustrate examples of a conflict and to remind the recipient that if any perceived conflict should arise before the next annual questionnaire, he/she is to notify the CEO immediately. The Corporate General Counsel distributes, collects, and reviews for signatures the COIs for all applicable Corporate employees and the board. In addition, the hospital's administration is responsible for keeping record to ensure all hospital-based individuals with director and above positions have submitted their COIs. The Corporate General Counsel reviews all the disclosures on the board and Corporate employees' COIs. Corporate General Counsel retains the COIs for the board members. The officers and key employees' COIs are kept in their personnel files. Further inquiries on any potential significant conflicts are made as needed. Conflicts are documented and reviewed with the Board. Form 990, Part VI, Section B, line 15 The Organization's Board of Directors has established a Human Performance Committee to oversee the executive compensation program. This committee is composed of independent directors with no conflicts of interest. The committee performs the following functions: recommends a total compensation philosophy to the board; assures compliance with the board-approved philosophy; meets annually to review comparability data from outside consultants; recommends any adjustments to current executive compensation, including salary ranges for hospital presidents and finance officers that would be indicated by the data; evaluates executive performance against annual goals; recommends appropriate incentive awards to the board for approval; follows a diligent process that meets regulatory requirements for a rebuttable presumption of reasonableness; records committee deliberations and decisions in timely minutes; selects, engages and supervises any consultant hired to advise and provide comparability data. The board-approved executive compensation philosophy specifies that salary ranges will be established for hospital executives, with midpoints aligned with the 50th percentile of comparable system hospital data, and having a 50 percent spread from minimum to maximum. A hospital CEO has a maximum potential incentive of 30 or 35 percent of base salary based upon size and scope of hospital (incentive potential is industry norm). Other hospital executives have a maximum potential incentive of 25 to 30 percent of base salary. Form 990, Part VI, Section C, line 19 The Organization does not make its governing documents publicly available, beyond required filings of articles of incorporation with the secretary of state. The Organization does not make its conflict of interest policy publicly available. Form 990, Part IX, line 11g Physician professional fees: Program service expenses 546,196. Management and general expenses 0. Fundraising expenses 0. Total expenses 546,196. Contract labor: Program service expenses 1,934,714. Management and general expenses 1,480,147. Fundraising expenses 0. Total expenses 3,414,861. Purchased medical services: Program service expenses 142,249. Management and general expenses 0. Fundraising expenses 0. Total expenses 142,249. Repairs and maintenance: Program service expenses 18,072. Management and general expenses 0. Fundraising expenses 0. Total expenses 18,072. Other purchased services: Program service expenses 0. Management and general expenses 2,203,969. Fundraising expenses 0. Total expenses 2,203,969. Revenue cycle fees: Program service expenses 0. Management and general expenses 2,799,675. Fundraising expenses 0. Total expenses 2,799,675. Transcription services: Program service expenses 471,475. Management and general expenses 0. Fundraising expenses 0. Total expenses 471,475. Consulting fees: Program service expenses 0. Management and general expenses 58,915. Fundraising expenses 0. Total expenses 58,915. Form 990, Part XI, line 9: Transfers to/from related party 33,403. Adventist Health Clearlake Hospital Inc 15630 18th Avenue Clearlake CA 95422 680395149 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Adventist Health Delano PO Box 460 Delano CA 93216 770258013 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Adventist Health Medical Center Tehachapi 1100 Magellan Drive Tehachapi CA 93561 812240617 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Adventist Health Physicians Network PO Box 619135 Roseville CA 95661 680357690 Medical foundation CA 501(c)(3) Line 12b, II Adventist Health SystemWest 0 Adventist Health SystemWest PO Box 619135 Roseville CA 95661 953484589 Integrated health system CA 501(c)(3) Line 10 N/A 0 Adventist Health Tulare 869 North Cherry Street Tulare CA 93274 832351753 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Castle Medical Center 640 Ulukahiki Street Kailua HI 96734 990107330 Hospital HI 501(c)(3) Line 3 Adventist Health SystemWest 0 Central Valley Health Foundation 1021 N Douty Street Hanford CA 93232 770578450 Fundraising for hospital CA 501(c)(3) Line 12a, I N/A 0 Feather River Health Foundation PO Box 619135 Roseville CA 95661 680002188 Fundraising for hospital CA 501(c)(3) Line 12a, I N/A 0 Feather River Hospital PO Box 619135 Roseville CA 95661 941101228 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Fremont-Rideout Health Group 989 Plumas Street Yuba City CA 95991 942917251 Acute care hospital CA 501(c)(3) Line 12b, II Stone Point Health 0 Glendale Adventist Medical Center 1509 Wilson Terrace Glendale CA 91206 951816017 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Glendale Adventist Medical Center Foundation 1509 Wilson Terrace Glendale CA 91206 953899682 Fundraising for hospital CA 501(c)(3) Line 12a, I N/A 0 Hanford Community Hospital 115 Mall Drive Hanford CA 93230 940535360 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Lodi Memorial Hospital Association Inc 975 S Fairmont Avenue Lodi CA 95240 941044474 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 North America Community Benefit Corporation PO Box 619135 Roseville CA 95661 113698591 Supporting charitable activities of WHR CA 501(c)(3) Line 12c, III-FI N/A 0 Northwest Medical Foundation of Tillamook 1000 Third Street Tillamook OR 97141 930622075 Hospital OR 501(c)(3) Line 3 Adventist Health SystemWest 0 Paradise Valley Hospital PO Box 619135 Roseville CA 95661 951816034 Discontinued operations CA 501(c)(3) Line 1 Adventist Health SystemWest 0 Portland Adventist Medical Center 10123 SE Market Street Portland OR 97216 930429015 Hospital OR 501(c)(3) Line 3 Adventist Health SystemWest 0 Reedley Community Hospital 372 Cypress Avenue Reedley CA 93654 453220509 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Rideout Memorial Hospital 989 Plumas Street Yuba City CA 95991 941387866 Acute care hospital CA 501(c)(3) Line 3 Fremont-Rideout Health Group 0 San Joaquin Community Hospital 2615 Chester Avenue Bakersfield CA 93301 952294234 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Simi Valley Hospital & Health Care Services 2975 N Sycamore Drive Simi Valley CA 93065 956064971 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Simi Valley Hospital Foundation 2975 N Sycamore Drive Simi Valley CA 93065 912135595 Fundraising for hospital CA 501(c)(3) Line 12a, I N/A 0 Sonora Community Hospital 1000 Greenley Road Sonora CA 95370 941415069 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 St Helena Hospital 10 Woodland Road St Helena CA 94574 941279779 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 Stone Point Health PO Box 619135 Roseville CA 95661 823763347 Supporting organization CA 501(c)(3) Line 12b, II Adventist Health SystemWest 0 Ukiah Adventist Hospital 275 Hospital Drive Ukiah CA 95482 941639901 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 United Com-Serve 989 Plumas Street Yuba City CA 95991 943015356 Skilled nursing/assisted living/home health CA 501(c)(3) Line 12b, II Fremont-Rideout Health Group 0 Walla Walla General Hospital PO Box 619135 Roseville CA 95661 910617726 Hospital - closed July 2017 WA 501(c)(3) Line 3 Adventist Health SystemWest 0 Western Health Resources PO Box 619135 Roseville CA 95661 953867863 Home care CA 501(c)(3) Line 10 Adventist Health SystemWest 0 White Memorial Medical Center 1720 Cesar E Chavez Avenue Los Angeles CA 90033 952282647 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 White Memorial Medical Center Charitable Foundation 1720 Cesar E Chavez Avenue Los Angeles CA 90033 953760201 Fundraising for hospital CA 501(c)(3) Line 12a, I N/A 0 Willits Hospital Inc 1 Marcela Drive Willits CA 95490 680108919 Hospital CA 501(c)(3) Line 3 Adventist Health SystemWest 0 South Coast Medical Center PO Box 619135 Roseville CA 95661 952037291 Wind down after sale of hospital CA N/A C 0 Western Physician Services Inc PO Box 619135 Roseville CA 95661 942536300 Inactive CA Western Health Resources C 632 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1