Nonprofit · EIN 59-2219301
ADVENTHEALTH FOUNDATION INC
Tax-exempt · ALTAMONTE SPG, FL 32714
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $47,384,162 | $32,618,114 | $14,766,048 | $204,093,995 | $5,043,669 | $199,050,326 |
| December 31, 2023 | 990 | $28,647,584 | $22,631,037 | $6,016,547 | $185,697,128 | $4,686,474 | $181,010,654 |
| December 31, 2022 | 990 | $30,168,335 | $22,117,120 | $8,051,215 | $174,792,316 | $5,979,460 | $168,812,856 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $12,366,601
- of which government grants
- $5,500
- Program service revenue
- $23,101,022
- Investment income
- $13,612,436
- Net gain from sales of assets
- $3,984,993
- Net income from fundraising events
- -$1,695,897
- Other revenue
- -$1,695,897
Expenses
- Grants and similar amounts paid
- $28,851,395
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $129,123
- Legal fees
- -$1,589
- Occupancy
- $14,157
- Travel
- $69,545
- Program services (functional)
- $28,851,395
- Management and general (functional)
- $2,062,648
- Fundraising (functional)
- $1,704,071
Balance sheet and other
- Total assets, start of year
- $185,697,128
- Total assets, end of year
- $204,093,995
- Total liabilities, end of year
- $5,043,669
- Net assets, end of year
- $199,050,326
- Publicly traded securities
- $460,689
- Net assets without donor restrictions
- $68,661,165
- Net assets with donor restrictions
- $130,389,161
- Gross receipts
- $50,484,151
- Employees
- 0
- Volunteers
- 348
- Year formed
- 1982
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Shaw Terry | President/CEO Officer | 0.1 | $0 | $8,529,704 | $1,325,687 |
| Rathbun Paul | Director/Chairman (End 04/2024) Trustee or director | 0.1 | $0 | $4,373,413 | $350,211 |
| Bromme Jeffrey | Director/Chairman (Beg 09/2024) Trustee or director | 0.1 | $0 | $2,341,035 | $188,142 |
| Goodman Todd | Director Trustee or director | 0.1 | $0 | $1,954,121 | $193,035 |
| Thompson Michael | Director (Beg 8/2024) Trustee or director | 0.1 | $0 | $1,692,559 | $158,445 |
| Bergherm Bruce | Director (End 12/2024) Trustee or director | 0.1 | $0 | $1,761,749 | $39,509 |
| Johnson Penny | Director Trustee or director | 0.1 | $0 | $1,594,927 | $185,764 |
| Huenergardt Samuel | Director Trustee or director | 0.1 | $0 | $1,543,216 | $178,312 |
| Spenst Brett | Director (Beg 8/2024) Trustee or director | 0.1 | $0 | $1,421,675 | $34,906 |
| Thomas Debora | Director Trustee or director | 0.1 | $0 | $1,069,351 | $124,119 |
| Edris-Smith Tricia | Director Trustee or director | 0.1 | $0 | $1,028,261 | $107,002 |
| Grodack Duncan | Director Trustee or director | 0.1 | $0 | $970,288 | $158,807 |
| Brady Amanda | Director Trustee or director | 0.1 | $0 | $922,789 | $141,296 |
| Reed MD Monica | Director (Beg 8/2024) Trustee or director | 0.1 | $0 | $985,143 | $34,087 |
| Johnson Joel | Director Trustee or director | 0.1 | $0 | $887,449 | $94,208 |
6 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dunkel Jason | Director (Beg 12/2024) Trustee or director | 0.1 | $0 | $723,793 | $103,127 |
| Addiscott Lynn | Director Trustee or director | 0.1 | $0 | $726,739 | $28,045 |
| Hayt Nancy | Director (End 12/2024) Trustee or director | 0.1 | $0 | $670,350 | $83,644 |
| Collis David | Dir/Pres-AH Fdn Central FL (End 10/2024) Trustee or director, Officer | 50 | $0 | $610,662 | $88,738 |
| McCall Kristen | Director (Beg 4/2024) Trustee or director | 0.1 | $0 | $484,944 | $83,412 |
| Houmann Lars | Director Trustee or director | 0.1 | $0 | $71,012 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Shaw Terry | President/CEO Officer | 0.1 | $0 | $5,008,968 | $1,335,139 |
| Rathbun Paul | Director/Chairman Trustee or director | 0.1 | $0 | $2,655,900 | $503,993 |
| Goodman Todd | Director Trustee or director | 0.1 | $0 | $1,595,485 | $187,885 |
| Bergherm Bruce | Director Trustee or director | 0.1 | $0 | $1,664,566 | $36,935 |
| Bromme Jeffrey | Director Trustee or director | 0.1 | $0 | $1,424,585 | $179,624 |
| Johnson Penny | Director Trustee or director | 0.1 | $0 | $1,393,548 | $178,805 |
| Huenergardt Sam | Director Trustee or director | 0.1 | $0 | $1,144,140 | $165,435 |
| Johnson Joel Joe | Director Trustee or director | 0.1 | $0 | $997,501 | $88,029 |
| Thomas Debora | Director (Began 12/2023) Trustee or director | 0.1 | $0 | $872,315 | $108,500 |
| Grodack Duncan | Director Trustee or director | 0.1 | $0 | $797,685 | $149,330 |
| Smith-Edris Tricia | Director Trustee or director | 0.1 | $0 | $820,052 | $106,072 |
| Brady Amanda | Director Trustee or director | 0.1 | $0 | $747,922 | $135,142 |
| Collis David | Dir/Pres-AH Fdn Central FL Trustee or director, Officer | 50 | $0 | $612,158 | $92,151 |
| Addiscott Lynn | Director Trustee or director | 0.1 | $0 | $633,612 | $26,397 |
| Hayt Nancy | Director Trustee or director | 0.1 | $0 | $578,487 | $77,402 |
| Houmann Lars | Director Trustee or director | 0.1 | $0 | $24,761 | $0 |
990 for the year ended December 31, 2022: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Shaw Terry | President/CEO Officer | 0.1 | $0 | $4,723,276 | $955,707 |
| Rathbun Paul | Director/Chairman Trustee or director | 0.1 | $0 | $2,536,010 | $211,956 |
| Goodman Todd | Director Trustee or director | 0.1 | $0 | $1,822,857 | $204,341 |
| Bromme Jeffrey | Director Trustee or director | 0.1 | $0 | $1,361,834 | $193,803 |
| Johnson Penny | Director Trustee or director | 0.1 | $0 | $1,363,145 | $189,530 |
| Bergherm Bruce | Director Trustee or director | 0.1 | $0 | $1,410,394 | $49,535 |
| Huenergardt Sam | Director Trustee or director | 0.1 | $0 | $1,080,966 | $193,052 |
| Hamilton MD Thomas Ted | Director (Ended 12/2022) Trustee or director | 0.1 | $0 | $894,266 | $42,927 |
| Johnson Joel Joe | Director Trustee or director | 0.1 | $0 | $839,919 | $92,466 |
| Noseworthy Gordon | Director (Ended 10/2022) Trustee or director | 0.1 | $0 | $893,017 | $38,939 |
| Smith-Edris Tricia | Director Trustee or director | 0.1 | $0 | $741,700 | $123,413 |
| Brady Amanda | Director Trustee or director | 0.1 | $0 | $692,688 | $135,524 |
| Houmann Lars | Director Trustee or director | 0.1 | $0 | $682,872 | $13,112 |
| Collis David | Dir/Pres-AH Fdn Central FL Trustee or director, Officer | 50 | $0 | $541,012 | $110,739 |
| Addiscott Lynn | Director Trustee or director | 0.1 | $0 | $605,074 | $29,408 |
Address and contacts
- Address (IRS master file)
- 900 HOPE WAY, ALTAMONTE SPG, FL 32714-1502
- Principal officer (990 for 2024)
- Sharon Line Clary, 900 Hope Way, Altamonte Springs, FL 32714
- Signed the 990
- Lynn C Addiscott, Assistant Secretary
- Phone
- (407) 357-1000
Mission
Adventist Health System Sunbelt Healthcare Corporation and all its subsidiary organizations were established by the Seventh-Day Adventist Church to bring a ministry of healing and health to the communities served. Our mission is to extend the healing ministry of Christ.The filing organization and healthcare system whose parent is Adventist Health System Sunbelt Healthcare Corporation is known as AdventHealth. AdventHealth seeks to be widely respected as a consumer-focused organization that engages individuals in their health by delivering wholistic, best practice care across a connected, comprehensive continuum of services. With Christ as our example, AdventHealth cares for and nurtures people: our employees, our communities, our healthcare professionals, and those who trust us for care and healing.
Program accomplishments
- AdventHealth Foundation, Inc. (AHF) is involved in philanthropic activities for the benefit of its affiliated tax-exempt hospital organizations. During the current tax year, AHF supported the activities of sixteen charitable related tax-exempt hospital organizations which includes twenty hospital facilities and one hospice facility.Expenses $28,851,395 · grants $28,951,395 · revenue $23,101,022
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2219301
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E120)
- Assets (IRS master file)
- $204,093,995
- Income (IRS master file)
- $50,484,151
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $47,384,162 | $32,618,114 | $204,093,995 | XML |
| 990 | December 2023 | $28,647,584 | $22,631,037 | $185,697,128 | XML |
| 990 | December 2022 | $30,168,335 | $22,117,120 | $174,792,316 | XML |
| 990 | December 2021 | $28,088,439 | $27,258,112 | $162,692,831 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2219301).
Questions about ADVENTHEALTH FOUNDATION INC
- What is the EIN of ADVENTHEALTH FOUNDATION INC?
- The employer identification number (EIN) of ADVENTHEALTH FOUNDATION INC is 59-2219301.
- Is ADVENTHEALTH FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to ADVENTHEALTH FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ADVENTHEALTH FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ADVENTHEALTH FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADVENTHEALTH FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ADVENTHEALTH FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names Sharon Line Clary.
- Who are the officers and directors of ADVENTHEALTH FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 21 people; 0 received compensation from the organization.
- How much revenue does ADVENTHEALTH FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $47,384,162, expenses of $32,618,114 and total assets of $204,093,995 at year end.
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