2015-11-18T23:19:55-08:00 2014-12-31 990 2014-01-01 953484589 Adventist Health SystemWest DBA Adventist Health ADVE 9167812000 2100 Douglas Blvd Roseville CA 95661 Jack W Wagner AsstSec/CFO/SVP 2015-11-18 false 2014 2016-03-07 17:11:31Z Scott Reiner 334521330 false false 1071 X www.adventisthealth.org X 1980 CA To share God's love by providing physical, mental and spiritual healing. 13 8 1311 1471497 49080 232829373 279525453 46358808 45905193 1925398 1620132 281113579 327099858 524575 347525 0 145066208 172796515 0 0 190775000 174873914 336365783 348017954 -55252204 -20918096 1537220164 1598504033 1526955161 1542509516 10265003 55994517 To share God's love by providing physical, mental and spiritual healing. false false 342668354 534478 279707745 Adventist Health is a faith-based, nonprofit integrated health system serving more than 75 communities in California, Hawaii, Oregon and Washington. Our workforce of 31,000 includes more than 21,000 employees; 4,500 medical staff physicians; and 3,700 volunteers. Founded on Seventh-day Adventist heritage and values, Adventist Health provides compassionate care in 20 hospitals, more than 260 clinics (hospital-based, rural health and physician clinics), 14 home care agencies, seven hospice agencies and four joint-venture retirement centers.Adventist Health's vision is to be a recognized leader in mission focus, quality care and fiscal strength. Our facilities accomplish this by engaging their respective communities and patients in a partnership for personal and community health.Mission-drivenOur mission, to share God's love by providing physical, mental and spiritual healing, compels us to provide quality health care regardless of age, sex, national origin, handicap or ability to pay. Although reimbursement for services rendered is critical to the operation and stability of our system both now and in the future, not everyone is able to afford the essential medical services provided by our facilities. Instead of turning these people away, Adventist Health provides low or no cost services and a variety of programs to minister to their needs.Adventist Health has combined its mission and vision with strong organizational structure and leadership. Our facilities enjoy benefits by belonging to a larger system that continually seeks to enhance its ability to serve through pooled services, a centralized cash management program, economies of scale and purchasing power, to name a few.The corporate office champions and directs a number of programs that are aimed at improving the organization as a whole. A selection of our significant endeavors include strategic planning, delivery of care and care transformation, information technology, risk management, materiel management and financial analytical support. Each of these functions benefits every facility in some way.From time to time, extraordinary needs arise that require specialized attention and support. Fortunately, pooling resources and expertise at the corporate level makes this possible and easily accessible.Community Health DevelopmentWords like prevention, wellness and partnerships are more than the latest buzzwords at Adventist Health. Since St. Helena Sanitarium opened its doors 137 years ago in Californias picturesque Napa Valley, the heritage of the Seventh-day Adventist Church has focused on whole person health. Adventist Health not only strives to promote individual health, but also healthy families and communitiesa natural fit in todays population health environment.With health care reform in full-swing, Adventist Health has dedicated a team to develop and deploy our Mission Model: The Adventist Health Way. The Mission Model embodies the three core care elements contained in Adventist Healths mission sharing Gods love through physical, mental and spiritual healing and seeks to empower our populations to live healthier lives.Once again in 2014, Adventist Health partnered with 30 community churches across the system to integrate population health programs in their congregations with the intent for these congregations to be recognized as wellness centers in their communities.Population HealthPopulation health is a whole-person, outcomes-based approach that works to improve the health of entire communities. It requires collaboration among researchers, providers, public health entities and policy makers. Population health aligns with Adventist Healths philosophy of care and, as overall health declines in North America, provides unprecedented opportunities.Adventist Health believes that improving the health status of entire populations begins at home. In 2014, Adventist Health entered its second year of offering two health plans for employees and their families: Engaged! and Base. Both plans offer wellness-focused programs and tools, including a wellness website, fitness activities, nutrition guidance, smoking cessation workshops and more. Participants complete a biometric screening and wellness assessment, and those with high-risk conditions take part in a free care management program that provides support and education. Nearly 97 percent of employees signed up for the Engaged! Plan in 2014.Whole-person health involves mind, body and spirit. The health plans empower employees, their families and, by extension, the larger community to take an active role in managing their health so they may live vibrant and productive lives.Healthy Employees Lead by Example Throughout 2014, several Adventist Health facilities achieved recognition for having healthy employees.Adventist Medical Center Portland was recognized by the Portland Business Journal as one of the top three healthiest employers in Oregon for the third consecutive year. The hospital also was ranked 12th Healthiest Workplace in America by Healthiest Employers and received the Fit-Friendly Worksite Platinum Award by the American Heart Association.Castle Medical Center and White Memorial Medical Center were designated as a Gold Fit-Friendly Worksite by the American Heart Association. Care TransformationCare Transformation in Adventist Health reflects our promise to deliver and continually improve care and patient experience while extending our mission across all care settings. The vision created by the Adventist Health Care Model focuses our transformation efforts by effectively blending people, processes and technology. It includes consistent design, delivery and evaluation of care performance.Our caregivers are working hard every day to exceed top quartile regulatory and quality performance requirements. In 2014, our hospitals as well as our hospital-based home care agencies and clinics were once again accredited through The Joint Commission to ensure the safest, highest quality health care we can provide.As a system, in 2014 we took care of 8,152 fathers, mothers, aunts, uncles, grandparents, children and friends with severe sepsis/septic shocka disease that often kills anywhere from one-quarter to one-half of all people who get it. At Adventist Health, our mortality rate for 2014 was one of the lowest mortality rates for that population in the nation, with a rate of 13.4 percent. This rate is lower than the lowest published rate of 14.7 percent (Gaieski, D, Edwards, J, Kallan M, Carr, B. 2013. Benchmarking the incidence and mortality of severe sepsis in the United States; Critical Care Medicine, 41(5):1167-1174.).Systemwide efforts to reduce sepsis hit a milestone by saving 29 more lives than expected in 2014 (based on the patients risk of dying). Each hospital team contributed to this positive outcome, thanks to the dedicated efforts of nurse and physician sepsis champions at each hospital, which include one to three physicians and one or more nurses and clinicians.QualityAdventist Health focuses not only on quality patient care, but also provides a quality work environment for its employees. Maintaining a culture of teamwork and safety among its clinicians and staff is a crucial component to the Care Transformation Model. For the past five years, we have participated in the Safety Attitude Questionnaire. The survey provides Adventist Health with insight into focused areas where actions can be taken to improve the safety and teamwork climate in clinical departments.Adventist Health hospitals received quality and safety awards from The Joint Commission, The LeapFrog Group and Healthgrades. The Joint Commission 2013 Top Performer on Key Quality Measures program recognizes accredited hospitals that attain excellence in accountability measure performance. Six Adventist Health hospitals received this recognition. The LeapFrog Group announced A grades for three Adventist Health Hospitals and Healthgrades presented several awards to Adventist Health hospitals.Physician AlignmentAmbulatory care clinics throughout Adventist Health provide general medical care as well as specialized care for patients of all ages in an outpatient setting. Adventist Health PhysicianServices (AHPS) operates within a variety of clinic models, including direct employment, hospital-based clinics, rural health clinics and a medical foundation.Adventist Health Physician Services provides comprehensive management services for all physician models operated across our four-state system. The AHPS management team provides key leadership and business functions such as administrative, operational, financial and clinical services, recruitment, acquisitions, and information and application technology.Our physician practices are characterized by clinical excellence and have a reputation for quality service, high physician satisfaction with the working environment, high patient satisfaction and a physician-driven culture that continually works on improvements and is accountable for results.Active partnerships with our physicians are critical for building clinically integrated networks that can meet the demands of health care reform. By developing new partnerships, we can reach beyond the doors of our clinics to maintain a healthier population in our communities. Our delivery of highly coordinated care and involvement of patients and their families with healthcare decisions is integral to our goal of providing whole person care, the core of our mission and values.Rural Health ClinicsAs an extension of our mission, high quality services are provided to small communities where access to care is often significantly less available than more urbanized areas. People living in rural or underserved communities are often at a disadvantage when accessing health care. The Rural Health Services Department provides consultation and support services to Rural Health Clinics (RHCs) affiliated with Adventist Health hospitals. At the end of 2014, we had 52 clinics providing health care to underserved populations throughout Northern and Central California, Oregon and Washington. Our system of rural health continues to be the largest network of clinics in the state of California (more than 10 percent of the RHCs in the state are part of Adventist Health). Our RHC network is also one of the largest, representing almost one percent of the nations RHCs.Services of this corporate department include financial monitoring, program audits, operational support, professional development, advocacy and education regarding new regulations. But the real evidences of success are the patients served944,535 visits in 2014 (86,000 more than in 2013). Thanks to the RHCs, many of the communitys most disenfranchised now have access to primary care, dentistry, womens and childrens services and health education. A variety of specialty care is also available at many RHC locations, including four behavioral health programs.One example of this is the Konocti Wellness Center, a rural health clinic located inside Lower Lake High School in Lower Lake, California. The center offers basic clinic services as well as dental care and nutrition education. The partnership is part of a long-term plan to improve the health and academic performance of the students in the district. Home Care ServicesAdventist Health/Home Care Services offers advanced, quality health care in an at-home setting by operating 14 home health agencies and seven hospices. In 2014, care, compassion and quality services were provided with 234,551 home health visits and 55,930 hospice days. Many of the agencies provide specialized programs and treatment plans, such as pediatric, diabetes and palliative care. Through home care, Adventist Health offers personal care in 13 counties throughout the network, which helps patients stay at home and maintain as much independence as possible. To further assist with the needs of our patients, four home medical equipment agencies supply oxygen, mobility aids, respiratory service and even Lifeline.Developing a TeleHealth NetworkThe Adventist Health TeleHealth Network allows health care professionals to evaluate, diagnose and treat patients in both remote and urban locations using telecommunications technology. Telehealth is the umbrella term for the group of services and functions that include Telemedicine, Telepharmacy, TeleICU, Teleradiology, and Telepathology, but which also includes and can support regional health information sharing, patient education and provider networking.During 2014, telehealth services continued to develop and grow. Ukiah Valley Medical Center and St. Helena Hospital Napa Valley implemented telehealth stroke services, with two additional facilities scheduled for implementation in early 2015. Under an initiative with Blue Shield of California, telehealth services for medical specialty care were available at nine sites during 2014, and an additional 16 are being implemented.Adventist Health is a preferred provider for telehealth with the California Department of Correction and Rehabilitation, serving multiple prison locations through the Telehealth Care Coordination Center. Program development was initiated to support emergency cardiology services at three Northern California hospitals, with an early 2015 service initiation date. More than 900 telehealth services and 3,811 telepharmacy services were provided for Adventist Health facilities in 2014.Telemedicine provides patients with access to high-quality, affordable specialty care when and where they need it, aiding in rapid diagnosis, treatment and improved patient outcomes. This collaboration supports Adventist Healths mission of bringing high-quality health and healing to the communities it serves, and is consistent with the organizations focus on innovation, strategic growth, and population health.Empowering our CommunitiesThroughout Adventist Health, our hospitals are empowering communities through community programs and outreach.In Glendale, California, a specially designed RV roams neighborhoods to provide individuals and families in need with free medical services. The van has two exam rooms and is equipped with an X-ray booth and blood pressure station. A staff of four to five peoplemade up of doctors and nursesadminister health screenings and blood draws as well as screenings for body mass index, electrocardiogram, vision and pulmonary function.Like many innovative projects before it, the Greenfield Community Garden originated as a seed in the minds of Central Valley Network leaders. This seed was then nurtured and developed and has blossomed in the form of an 80-by-200-foot stretch of land on Greenfield Avenue in Hanford, California. The garden is a place where people can interact with other members of the community, learn gardening techniques and cultivate nutritious, locally grown produce. The Greenfield Community Garden features a greenhouse, 30 octagon planting beds, a water spigot in every planting bed and a toolshed. Several other Adventist Health hospitals also host community gardens near or on their campuses.Strategic PlanningTo strengthen our ability to deliver optimal health, Adventist Health deployed a five-year systemwide strategic plan in 2013. Guided by our mission, these initiatives have become our roadmap and will ensure we remain a key player in care delivery on the West Coast. As we reach the halfway point of this plan, we have seen great successes.Growth is also a major component of our strategic initiatives. We are actively seeking opportunities to create new working relationships with hospitals, other providers, payersand even some competitorsthat align with our goals and extend our mission. In 2014, Adventist Health signed a letter of intent to acquire Lodi Health in Lodi, California.Throughout our health system, our workforce is leading the way to make a difference in the lives of those we serve. 342668354 true true false true false false false false false true true false false true true false false true false false true false false false false false false true true true true false false false false false true false true true true false false false false false true true false false false true 7576 0 true 1311 true true true false false false false false false 0 false false false false false false false false false false X 13 8 false false true false true true true true true false false true true true true true true true true true true X Jack Wagner 9167812000 2100 Douglas Blvd Roseville CA 95661 X Caviness Larry Director 2.00 0.00 X 3081 0 0 Dickinson Charles Director 2.00 0.00 X 6340 0 0 Fike Ruthita Director 2.00 0.00 X 2050 0 0 Friestad Christine Director 2.00 0.00 X 2557 0 0 Gabriel Melody Director 2.00 0.00 X 2388 0 0 Graham Ricardo Director/Chair 2.00 0.00 X X 7573 0 0 Heinrich Kerry Director 2.00 0.00 X 0 0 0 Innocent Larry Director 2.00 0.00 X 2388 0 0 Jones Helmuth Director 2.00 0.00 X 3132 80750 0 Reimche Allan Director 2.00 0.00 X 3958 0 0 Rippey Wesley Director 2.00 0.00 X 3408 113397 0 Torkelsen Max Director/VChair 2.00 0.00 X X 3731 0 0 Carmen Robert Dir/Pres/CEO 50.00 0.00 X X 440880 0 14928 Reiner Scott Dir/Pres/CEO 50.00 0.00 X X 1256086 0 211057 Wing Bill Dir/COO/Exec VP 50.00 0.00 X X 903909 0 198325 Jobe Meredith Esq Sec/VP Gen Cnsl 50.00 0.00 X 432115 0 83255 Wagner Jack AsstSec/CFO/SVP 50.00 0.00 X 535352 0 27472 Rebok Douglas AsstSec/CFO/CAO 50.00 0.00 X 800609 0 156007 Wehtje Rodney AsstSec/VPTreas 50.00 0.00 X 1607163 0 97250 Ashlock Mark Sr VP Physician Strategy 50.00 0.00 X 747848 0 158851 Bancarz Gloria VP/CNO 50.00 0.00 X 403366 0 81424 Beaman John VP Finance/SFO 50.00 0.00 X 437022 0 93257 Berry Stanley VP/CEO Home Care Srvs 50.00 0.00 X 290935 0 28964 Church Lowell VP Materiel Mgmt 50.00 0.00 X 357186 0 71968 Conklin Jeffrey VP/Pres Managed Care 50.00 0.00 X 460625 0 116298 Doram Keith MD VP Clin Effectiveness/CMO 50.00 0.00 X 666947 0 139306 Ferch Wayne Sr VP/Pres CCR 50.00 0.00 X 641554 0 391786 Jakobsen Dag VP/COO AHPS 50.00 0.00 X 382803 0 87822 Marchuk Robert VP Ancillary Svcs 50.00 0.00 X 304760 0 65574 McKague Kirby VP/CFO AHPS 50.00 0.00 X 439177 0 87761 Newmyer Joyce Sr VP/Pres PNR 50.00 0.00 X 297958 0 84350 Olson JoAline Sr VP/CHRO/Innovation 50.00 0.00 X 603094 0 119806 Ormerod David MD VP/ 50.00 0.00 X 470647 0 88683 Rhodes Daniel VP Phys/Home Hlth Cont 50.00 0.00 X 220444 0 32771 Soderblom Alan VP/CIO 50.00 0.00 X 533253 0 112548 Zachary Beth Sr VP/Pres SCR 50.00 0.00 X 849214 0 456336 Beehler Robert VP Mkt Dev, M&A 50.00 0.00 X 516462 0 95636 Gordon Daniel VP Rev Mgmt 50.00 0.00 X 335105 0 66478 Gustin John VP Facilities Mngt Const 50.00 0.00 X 289695 0 103729 Leyba Susan VP Managed Care 50.00 0.00 X 224011 0 56294 Patterson Leeanne VP Risk Mgmt 50.00 0.00 X 280678 0 38204 Wilson Kathleen VP Benefits Admin 50.00 0.00 X 291961 0 63984 Eller Jeff Sr VP/Pres NCR 50.00 0.00 X 737409 0 132908 Russell Thomas VP Pop Hlth Innov 50.00 0.00 X 524066 0 172512 Mendoza Sherry VP/President WHR 50.00 0.00 X 232002 0 43202 Roberts Kevin President GAMC 50.00 0.00 X 707034 0 118043 Erich Kevin President FRH 50.00 0.00 X 499355 0 312332 Raffoul John ExecVP/COO/CFOWMMC 50.00 0.00 X 445870 0 152057 Duffield Douglas President SJCH 50.00 0.00 X 437219 0 109304 Raethel Kathryn President CMC 50.00 0.00 X 439790 0 105873 Heiser Pamela Former VP PAMC 0.00 0.00 X 170774 0 25711 Rawson Richard Former VP/Pres CVN 0.00 0.00 X 101992 0 0 Remboldt Darwin Former President SVH 0.00 0.00 X 107878 0 677 Nakamura Peggy Former VP Risk Mgmt 0.00 0.00 X 357252 0 53294 Newmyer Terrance Former VP/Pres NCR 0.00 0.00 X 691455 0 41756 21513561 194147 4697793 434 true true false Cerner Corporation 2800 Rockcreek Parkway Kansas City MO 64117 IT Solutions Mgmt 55864355 Huron Consulting Group Inc 12230 El Camino Real San Diego CA 92130 Hlthcare Consulting 16831089 Quest Media & Supplies Inc 5822 Roseville Rd Sacramento CA 95842 Contr Labor Cons 5409467 GE Healthcare 3000 N Grandview Blvd Wawkecha WI 53188 Hlthcare Consulting 4772257 Morgan Hunter Healthcare 7600 W 110th St Overland Pk KS 66210 IT Consulting 4042257 98 49080 49080 Admin Fees - Health/Flex 561000 113483 113483 Insurance Trust Reimburse 900099 18662659 18662659 Management Fees 900099 256432047 256432047 Other Program Service Rev 900099 1181495 1181495 Telemedicine 621400 3027269 3027269 108500 288692 -180192 279525453 43804607 115607 43689000 1850829 1850829 0 81950 81950 81950 81950 6702396 968833 6105366 1316106 597030 -347273 249757 249757 0 0 0 Clinical Engineering 811000 1536082 1536082 Home Care training 900099 2100 2100 1538182 327099858 279707745 1471497 45871536 340025 340025 7500 7500 0 0 21576348 20966275 610073 0 112348140 112348140 4470501 4470501 25781366 25781366 8620160 8620160 0 3494729 3494729 962413 962413 0 0 0 22378696 22342198 36498 232626 232626 -6711211 -6756499 45288 40358720 40346717 12003 0 4469370 4469370 5516382 5477414 38968 0 630084 630084 48671122 48671122 0 24116659 24109896 6763 231042 231042 Purchased Services 26949844 26806979 142865 PCORI/TRP Fees 1957403 1957403 Incentive/Innovation Prg 452548 452548 Year End Expense Accrual 450000 450000 713487 713487 348017954 342668354 5349600 0 21700 21700 205733299 294159137 0 11605025 2369141 2094848 2451924 0 16077800 16297950 0 19345150 19831037 266293230 120636105 139255468 145657125 158399025 100983720 9559377 21820344 3110977 3042112 0 972017495 991869843 1537220164 1598504033 102946975 119914704 7353 1156381 1009570000 993540000 97262119 136062561 317168714 291835870 1526955161 1542509516 X 10265003 55945437 49080 10265003 55994517 1537220164 1598504033 X -20918096 66647610 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 23420 false true 1987969 2011389 false false Part II-B, Line 1i - Other Activities Description Adventist Health engages lobbyists and belongs to industry and professional associations for which a portion of the membership dues is used for lobbying activities. 1103082 49080 28237 39883 1140516 1116920 28777 42615 1103082 1119409 40580 43069 1116920 1140318 37987 58896 1119409 1132335 49092 41109 1140318 0.95700 0.04300 false false false 6567459 6567459 368000 6722432 5864782 1225650 1568994 1222382 346612 231751804 113548941 118202863 19314541 19314541 145657125 Coon International 100000 F Adhealth, Ltd 150000 C The Equitable 1016952 F Aurora Policies (Split Dollar Life Ins) 220560 C Granite Bay Golf Club 54600 C Adventist Plan Health, Inc. 1600000 C Deferred Financing Costs 7504579 Malpractice Trust Funds 127179217 Other Receivables 5506758 Receivables from Related Organizations 851679289 991869843 Bond Interest Payable 13970789 Deferred Compensation Payable 17913770 Due to Trust Funds 36676829 Other Liabilities 106443 Payables to Related Organizations 100099272 Professional Liability 120418105 Workers Compensation Liability 2650662 291835870 Part V, Line 4: Intended uses of the endowment fund. A $1M board-designated fund was established to honor a former AH president. The earnings are used to provide funding for paying college student interns and graduate student residents as they participate in tracks such as accounting/finance, human resources, communications and management with the goal of introducing the participants to career options in the integrated health care field. Individuals who participate in the program frequently become employed within the AH system upon completion of their academic studies. Central Amer & Caribbean 0 0 Passive Investments Progr rel investment 150000 Central Amer & Caribbean 0 0 Program Service Reinsurance 1311125 Central Amer & Caribbean 0 0 Program Service Admin Fees 56213 East Asia & Pacific 0 0 Passive Investments Invest-Non-Publ Traded Sec 100000 East Asia & Pacific 0 0 Passive Investments Legal Fees 346941 1964279 1964279 true false true true false false true Forever Faithful Ministries 821 Haslam Dr Santa Maria CA 93454 460948533 501(c)(3) 12000 0 Education Grant Loma Linda University 24760 Stewart St Loma Linda CA 92354 951816009 501(c)(3) 13000 0 Education Grant-School of Religion N Pacific Union Conference 5709 N 20th St Ridgefield WA 98642 936022695 501(c)(3) 30000 0 Education Grant Orangevale SDA School 5810 Pecan Ave Orangevale CA 95662 680178156 501(c)(3) 10000 0 Education grant Pacific Union ASI 2686 Townsgate Rd Westlk Village CA 91361 520643036 501(c)(3) 10000 0 Medical Mission Trip Pacific Union College 1 Angwin Avenue Angwin CA 94508 941279798 501(c)(3) 85000 0 Health Related Education Grant Sacramento Adventist Academy 5601 Winding Way Sacramento CA 95608 941431179 501(c)(3) 35000 0 Education grant Walla Walla University 204 S College Ave College Place WA 99324 910617727 501(c)(3) 60000 0 Health Related Education Grant WMMC Charitable Foundation 1720 Cesar E Chavez Ave Los Angeles CA 90033 953760201 501(c)(3) 15000 0 Neonatal ICU Project 9 0 Scholarship 4 7500 Grantmaker's Description of How Grants are Used The scholarships are paid directly to the colleges the recipients are attending, and are applied directly to the students' tuition. Funding provided to other organizations is provided to recipients with the understanding that the funds are being used only for the designated purposes. No monitoring is conducted by AH. X X X X true true X X X X true true false false false false false false false false Ashlock Mark Sr VP Physician Strategy 588772 159076 136435 22416 906699 113768 Bancarz Gloria VP/CNO 328982 74384 68506 12918 484790 45984 Beaman John VP Finance/SFO 356622 80400 56930 36327 530279 51509 Beehler Robert VP Mkt Dev, M&A 371352 145110 73223 22413 612098 80682 Berry Stanley VP/CEO Home Care Srvs 254232 36703 16091 12873 319899 Carmen Robert Dir/Pres/CEO 327030 113850 14928 455808 Church Lowell VP Materiel Mgmt 277772 79414 49611 22357 429154 35474 Conklin Jeffrey VP/Pres Managed Care 422316 38309 79962 36336 576923 Doram Keith MD VP Clin Effectiveness/CMO 515004 151943 109930 29376 806253 106301 Duffield Douglas President SJCH 411974 25245 79928 29376 546523 Eller Jeff Sr VP/Pres NCR 513652 58484 165273 95110 37798 870317 69418 Erich Kevin President FRH 356093 75498 67764 282096 30236 811687 52015 Ferch Wayne Sr VP/Pres CCR 515128 9850 116576 362410 29376 1033340 98550 Gordon Daniel VP Rev Mgmt 270619 7075 57411 44130 22348 401583 34764 Gustin John VP Facilities Mngt Const 272552 17143 81374 22355 393424 Heiser Pamela Former VP PAMC 100128 70646 12526 13185 196485 67678 Jakobsen Dag VP/COO AHPS 352812 29991 74889 12933 470625 Jobe Meredith Esq Sec/VP Gen Cnsl 340482 91633 70330 12925 515370 46949 Leyba Susan VP Managed Care 216613 7398 25710 30584 280305 Marchuk Robert VP Ancillary Svcs 243304 11851 49605 36276 29298 370334 31118 McKague Kirby VP/CFO AHPS 342167 97010 65365 22396 526938 48484 Mendoza Sherry VP/President WHR 207714 24288 13927 29275 275204 Nakamura Peggy Former VP Risk Mgmt 170457 186795 42839 10455 410546 180400 Newmyer Joyce Sr VP/Pres PNR 280420 17538 68668 15682 382308 Newmyer Terrance Former VP/Pres NCR 461828 229627 15860 25896 733211 186474 Olson JoAline Sr VP/CHRO/Innovation 455248 147846 93910 25896 722900 64662 Ormerod David MD VP/ 381398 89249 73674 15009 559330 56216 Patterson Leeanne VP Risk Mgmt 255602 25076 15860 22344 318882 Raethel Kathryn President CMC 336382 68250 35158 71265 34608 545663 Raffoul John ExecVP/COO/CFOWMMC 315174 59879 70817 122715 29342 597927 50048 Rawson Richard Former VP/Pres CVN 101992 101992 Rebok Douglas AsstSec/CFO/CAO 588532 212077 131335 24672 956616 122223 Reiner Scott Dir/Pres/CEO 880711 375375 181681 29376 1467143 273487 Remboldt Darwin Former President SVH 31002 1162 75714 677 108555 67880 Rhodes Daniel VP Phys/Home Hlth Cont 208064 12380 12964 19807 253215 Roberts Kevin President GAMC 455519 111823 139692 95627 22416 825077 74951 Russell Thomas VP Pop Hlth Innov 430010 94056 148356 24156 696578 77416 Soderblom Alan VP/CIO 421104 112149 83172 29376 645801 75245 Wagner Jack AsstSec/CFO/SVP 433694 101658 10660 16812 562824 Wehtje Rodney AsstSec/VPTreas 376932 1230231 74835 22415 1704413 1192595 Wilson Kathleen VP Benefits Admin 256232 35729 51111 12873 355945 Wing Bill Dir/COO/Exec VP 740333 163576 168721 29604 1102234 118557 Zachary Beth Sr VP/Pres SCR 607573 111972 129669 439908 16428 1305550 87909 Part I, Line 1a: Relevant information in regards to selections on 1a. All items checked on this line are reported as taxable income to the employee, except first class or charter travel, which is only approved for business purposes on an exception basis. A California Statewide Communities Development Authority 680164610 130911V49 2005-10-18 178288037 See Schedule O false false false B California Statewide Communities Development Authority 680164610 130795UF2 2007-05-08 115000000 See Schedule O false false false C California Health Facilities Financing Authority Series A 521643828 13033LBE6 2009-05-20 89352000 See Schedule O false false false D California Health Facilities Financing Authority Series B 521643828 13033LBCO 2009-05-20 30000000 See Schedule O false false false A 178288037 16378303 1336913 161506002 2007 false false true true B 115000000 9803503 912500 2818355 101933233 2010 false false true true C 89352000 9000000 899751 79452375 2012 false false true true D 30000000 299917 29699958 2009 false false true true A false true false false 0.00020 0.00020 false false true B false false false false false false true C false false false false false false true D false false false false false false true A true false false false true B false true false false false true C false true false false false true D false true false false false true A true B true C true D true Part VI Part IV,2(c)-Bond issued on 5/20/2009, CUSIP#13033LBE6 - rebate calculation performed on July 31,2014.Part IV,2(c)-Bond issued on 5/20/2009, CUSIP#13033LBCO - rebate calculation performed on July 31,2014.Part IV,2(c)-Bond issued on 5/20/2009, CUSIP#13033F8B9 - rebate calculation performed on July 31,2014.Part IV,2(c)-Bond issued on 9/30/2009, CUSIP#62551PBS5 - rebate calculation performed on November 10,2014. A California Health Facilities Financing Authority Series C 521643828 13033F8B9 2009-05-20 56309648 See Schedule O false false false B The Hospital Facilities Authority of Multnomah County OR 931266280 62551PBS5 2009-09-30 66147216 See Schedule O false false false C California Health Facilit 521643828 2011-06-09 130000000 See Schedule O false false false D California Health Facilit 521643828 13033LS65 2013-02-14 208420907 See Schedule O false false false A 56309648 5815653 559042 50119642 2009 true false true true B 66147216 6161391 886660 59011989 2009 true false true true C 130000000 478200 118828778 11139419 false false false true D 208420907 990810 207415417 true false false true A false false false false false false true B false false false false false false true C false false false false false false true D false false false false 0.00022 0.00022 false false true A false true false false false true B false true false false false true C false true false false false true D false true false false false true A true B true C true D true A California Health Facilit 521643828 13033LS50 2013-02-14 100741934 See Schedule O false false false A 100741934 731101 91939866 24717600 false false false true A false false false false false false true A false true false false false true A true ReinerS Officer Relocate X 139500 123600 false true true SoderblomA Key Emp Relocate X 100000 76300 false true true DoramK Key Emp Relocate X 100000 74500 false true true AshlockM Key Emp Relocate X 150000 136600 false true true OlsonJ Key Emp Relocate X 150000 88500 false true true OlsonJ Key Emp Relocate X 50000 33800 false true true ConklinJ Key Emp Relocate X 125000 86324 false true true BeamanJ Key Emp Relocate X 125000 116850 false true true McKagueK Key Emp Relocate X 100000 92600 false true true RobertsK HPdEmp Relocate X 400000 394600 false true true FerchW Key Emp Relocate X 150000 145000 false true true GordonD Key Emp Relocate X 100000 97750 false true true WingB Officer Relocate X 150000 148500 false true true BeehlerB Key Emp Relocate X 100000 98500 false true true MarchukR Key Emp Relocate X 100000 98050 false true true EllerJ Key Emp Relocate X 300000 299700 false true true WagnerJ Officer Relocate X 200000 199300 false true true JobeM Key Emp Relocate X 100000 99400 false true true RaethelK HPdEmp Relocate X 100000 42050 false true true 2451924 WGW-CA LLC Gabriel JV 11550000 LLC JV Loan false SimDarran OfficeSonLaw 64073 Employment false MantzLynne OfficeSister 114396 Employment false AshlockRyan Key EE Son 130333 Employment false Wehtje-SimCambria OfficeDaught 87078 Employment false EllerEric Key EE Son 50354 Employment false WagnerBrent Officer Son 57546 Employment false NewmyerMichael FormKeyEESon 73088 Employment false JobeCarol Officer Wife 56779 Employment false NewmyerJessica FormKEEd-law 47485 Employment false Bancarz Theodore KeyEEbrother 72957 Employment false Bancarz Michelle KeyEEs-inlaw 102388 Employment false Spivey Aryelle KeyEEgdghter 11064 Employment false Erich Robert HPE son 28536 Employment false Schedule L, Part V Supplemental Information Melody Gabriel, an AH director, and her husband are owners and officers of businesses that engage in joint ventures with AH and member hospitals. Other family members with ownership and officer positions in these businesses include her parents, her brother and his wife, and trusts established on behalf of her children. The ventures are organized as LLCs. At the end of 2014, AH had provided $11.55M in the form of secured and unsecured market rate interest bearing loans to PVHR, LLC, which is 50% controlled by another LLC of which Ms. Gabriel and her family have a controlling interest. Interest is accruing on these loans and at the end of 2014 was about $2.9M. In addition, AH had an outstanding loan of $2.75M to another LLC in which Ms. Gabriel and her family have a 90% interest. Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents The Bylaws were rewritten to clarify and define more clearly who officers of the organization are. Language changes were made throughout the Bylaws, but there was no change in organizational structure or purpose. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder Individuals who represent the Seventh-day Adventist Church and lay people who are in good standing with the Seventh-day Adventist Church serve as members of Adventist Health System/West. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body Annually the members meet for the purpose of conducting the business of the membership. Actions are taken as required to enable Adventist Health System/West to continue operating in concert with its Articles and Bylaws. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders Board appointments are approved by the membership. Form 990, Part VI, Line 11b: Form 990 Review Process The completed Form 990 is shared with members of the corporation's board of directors by electronic communication for their review prior to filing. A special board meeting is scheduled to answer questions and receive input from the board after their review but prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts During the first quarter of each year, the annual conflict of interest questionnaire is sent to board members, corporate officers, key employees, and department directors for completion and signature. The questionnaire is accompanied by a letter of explanation to illustrate examples of a conflict and remind the recipient that if any perceived conflict should arise before the next annual questionnaire, he/she is to notify the CEO immediately. The internal audit staff reviews these questionnaires and disclosures each year during the audit process. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management See explanation of process for setting CEO compensation on the below Form 990, Part VI, Line 15b explanation. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Adventist Health System/West board of directors has established a Compensation 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 that would be indicated by the data, including salary ranges for the organization's CEO and CFO; 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 executives with midpoints aligned with the 50th percentile of comparable system hospital data and having a 24 percent spread from minimum to maximum (industry norm is an approximately 50 percent spread). The CEO and Sr Vice Presidents have a maximum potential incentive of 30 percent of base salary. (This incentive potential is less than the industry norm.) Other executives have a maximum potential incentive of 25 percent of base salary. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The corporation does not make its governing documents publicly available beyond required filings of articles of incorporation with the secretary of state. The corporation does not make its conflict of interest policy available upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Transfers to/from related organizations = $66647610 Sch K (2nd), Part 1, Column (f), Line A Refund outstanding balance of the following bond issues:1991 California Health Facilities Financing Authority (AHS/West Series A) bonds issued July 23, 19911991 California Health Facilities Financing Authority (AHS/West Series B) bonds issued September 25, 19911991 City of Glendale (AHS/West Series A) bonds issued July 23, 1991 Sch K (2nd), Part 1, Column (f), Line B Refinance a bank loan used to construct, equip and improve:Adventist Medical Center - Portland, Portland, OR Sch K (2nd), Part 1, Column (f), Line C Acquire, construct and equip the following health care facilities:Adventist Health Clearlake Hospital Inc, Clearlake, CAFeather River Hospital, Paradise, CAGlendale Adventist Medical Center, Glendale, CASt. Helena Hospital, St. Helena, CASimi Valley Hospital and Health Care Services, Simi Valley, CAAcquire and install a clinical information system:Adventist Health System/West, Roseville, CA Schedule K (2nd), Part 1, Column (f), Line D Refund outstanding balance of the following bond issues:2002 California Health Facilities Financing Authority (AHS/West Series A) bonds issued March 20, 20022002 California Health Facilities Financing Authority (AHS/West Series B) bonds issued March 20, 20022003 California Health Facilities Financing Authority (AHS/West Series A) bonds issued July 1, 2003 Schedule K (3rd), Part 1, Column (f), Line A Acquire, construct, and equip the following health care facilities:Central Valley General Hospital, Hanford, CAFeather River Hospital, Paradise, CAWillits Hospital, Inc, Willits, CAHanford Community Hospital, Hanford, CASan Joaquin Community Hospital, Bakersfield, CAUkiah Valley Hospital, Ukiah, CAAcquire and install a clinical information system:Adventist Health System/West, Roseville, CA Schedule K, Part 1, Column (f), Line A Construct, equip and remodel the following health care facilities:Glendale Adventist Medical Center, Glendale, CASan Joaquin Community Hospital, Bakersfield, CASimi Valley Hospital and Health Care Services, Simi Valley, CAWhite Memorial Medical Center, Los Angeles, CAAcquire and install a clinical information system:Adventist Health System/West, Roseville, CA Schedule K, Part 1, Column (f), Line B Construct, equip and remodel the following health care facilities:Feather River Hospital, Paradise, CAHanford Community Hospital, Hanford, CASimi Valley Hospital and Health Care Services, Simi Valley, CA Schedule K, Part 1, Column (f), Line C Acquire, construct and equip the following health care facilities:Adventist Health Clearlake Hospital Inc, Clearlake, CAFeather River Hospital, Paradise, CAGlendale Adventist Medical Center, Glendale, CAHanford Community Hospital, Hanford, CASt. Helena Hospital, St. Helena, CASimi Valley Hospital and Health Care Services, Simi Valley, CA Schedule K, Part 1, Column(f), Line D Acquire, construct and equip the following health care facilities:Adventist Health Clearlake Hospital Inc, Clearlake, CAFeather River Hospital, Paradise, CAGlendale Adventist Medical Center, Glendale, CAHanford Community Hospital, Hanford, CASt. Helena Hospital, St. Helena, CASimi Valley Hospital and Health Care Services, Simi Valley, CA Adventist Health Clearlake Hospital Inc 15630 18th Ave Clearlake CA 95422 680395149 Hospital CA 501(c)(3) 3 Adventist Health SystemWest false Castle Medical Center 640 Ulukahiki St Kailua HI 96734 990107330 Hospital HI 501(c)(3) 1 Adventist Health SystemWest false Central Valley General Hospital 1025 N Douty St Hanford CA 93230 770324630 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Feather River Hospital 5974 Pentz Rd Paradise CA 95969 941101228 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Glendale Adventist Medical Center 1509 Wilson Ter Glendale CA 91206 951816017 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Hanford Community Hospital 115 Mall Dr Hanford CA 93230 940535360 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Northwest Med Fnd of Tillamook 1000 Third St Tillamook OR 97141 930622075 Hospital OR 501(c)(3) 1 Adventist Health SystemWest false Paradise Valley Hospital 2100 Douglas Blvd Roseville CA 95661 951816034 Discontinued Operations CA 501(c)(3) 1 Adventist Health SystemWest false Portland Adventist Medical Center 10123 SE Market St Portland OR 97216 930429015 Hospital OR 501(c)(3) 1 Adventist Health SystemWest false St Helena Hospital 10 Woodland Rd St Helena CA 94574 941279779 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Simi Valley Hospital & Health Care Serv 2975 N Sycamore Dr Simi Valley CA 93065 956064971 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Sonora Community Hospital 1000 Greenley Rd Sonora CA 95370 941415069 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Ukiah Adventist Hospital 275 Hospital Dr Ukiah CA 95482 941639901 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Walla Walla General Hospital 1025 S Second Ave Walla Walla WA 99362 910617726 Hospital WA 501(c)(3) 1 Adventist Health SystemWest false White Memorial Medical Center 1720 Cesar E Chavez Ave Los Angeles CA 90033 952282647 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Willits Hospital Inc 1 Madrone St Willits CA 95490 680108919 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Adventist Health Physicians Network 2100 Douglas Blvd Roseville CA 95661 680357690 Medical Foundation CA 501(c)(3) 11b, II Adventist Health SystemWest false Adv Hlth So California Med Fnd 2100 Douglas Blvd Roseville CA 95661 954424391 Discontinued Operations CA 501(c)(3) 11c, III-FI Adventist Health SystemWest false San Joaquin Community Hospital 2615 Chester Avenue Bakersfield CA 93301 952294234 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Reedley Community Hospital 372 W Cypress Ave Reedley CA 93654 453220509 Hospital CA 501(c)(3) 1 Adventist Health SystemWest false Western Health Resources 2100 Douglas Blvd Roseville CA 95661 953867863 Home care CA 501(c)(3) 1 Adventist Health SystemWest false South Coast Medical Center 2100 Douglas Blvd Roseville CA 95661 952037291 Wind down after sale of hospital CA N/A C corp false Adventist Health Plan Inc 2100 Douglas Blvd Roseville CA 95661 463833261 Medicare Advantage HMO CA AHSW C corp 11639 1074480 1.00000 true false true false true false false false false false false true true false true true true true true true