AdventHealth

Legal name: University Community Hospital Inc

Nonprofit profile at a glance

EIN
591113901
IRS 990 coverage
2009–2024
Official website data refreshed
Jul 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Tampa, FL, USA
Phone
8139716000
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Hospital, General

Official website

Reported finances

Revenue
$1,372,221,067
Expenses
$1,236,787,064
Assets
$1,271,463,287
Liabilities
$514,189,964

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

37 people listed

Executive titles in this filing

  • Bergherm Bruce (Director/CEO (End 12/24))
  • Wangsness Erik (CEO-Tampa (Beg 12/24))
  • Johnson Joel (CEO-Carrollwood)

Highest reported compensation

  • Ottati David (Dir/Pres/Vice Chair): $3,002,459 total reported compensation
  • Adams Brian (Former Officer): $2,125,679 total reported compensation
  • Bergherm Bruce (Director/CEO (End 12/24)): $1,801,258 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

At AdventHealth, our mission of Extending the Healing Ministry of Christ guides everything we do. It calls us to be His hands and feet in helping people feel whole and this means caring for you as a whole person, not just treating illness, but supporting your physical, emotional and spiritual well-being at every step of your journey. More than 100,000 skilled and compassionate caregivers in physician practices, hospitals, outpatient clinics, skilled nursing facilities, home health agencies and hospice centers provide individualized, wholistic care. Our Christian mission, shared vision, common values and focus on whole-person health is our commitment to making communities healthier with a uni.

What it reported doing in 2024

Operation of AdventHealth Tampa, a 626-bed general acute care hospital, AdventHealth Carrollwood, a 119-bed general acute care hospital, and AdventHealth Connerton a 77-bed Long-Term Acute Care Hospital. Combined these facilities generated 38,699 patient admissions, 218,402 patient days, and 421,460 outpatient visits during the current tax year.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 64
  • Accountability: 79
  • Sustainability: 61
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.1%; rating input score 80
  • Program expense ratio: 88.6%; rating input score 89
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 12th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 54.2%; rating input score 54; 11th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 78.6%; rating input score 79; 27th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 9.9%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 1.03; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0.4; rating input score 44; 44th percentile among comparable filings
  • Officer compensation ratio: 0.4%; rating input score 87; 87th percentile among comparable filings

Growth

  • Program expense growth: 8.5% per year; rating input score 100; 66th percentile among comparable filings
  • Revenue growth: 7.3% per year; rating input score 100; 62nd percentile among comparable filings
  • Asset growth: 3.8% per year; rating input score 100; 26th percentile among comparable filings

Details

  • What they do: 7 programs and campaigns described on the official site
  • Where the money goes: 80.1% of revenue deployed · 88.6% of spending went to programs
  • Governance: 11 of 14 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $1.1B in reported program spending
  • Leadership: top reported pay $3M · 37 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $69.3M reported
  • Consistency: 34 of 35 current checks pass · 1 finding to review
  • Schedules: 10 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 15 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 30 filed money-flow records
  • Related organizations: 140 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Transparency & Controls: Grant itemization coverage scored 54/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 44/100.