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SUTTER VISITING NURSE ASSOCIATION AND HOSPICE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SUTTER VISITING NURSE ASSOCIATION AND HOSPICE (EIN 94-6068843)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202433209349310068
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T11:02:58-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1560 MISSION ST STE 1600AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946068843EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUTTER VISITING NURSE ASSOCIATIONBusinessNameLine1Txt
Business Name Line2AND HOSPICEBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% KENNETH YOUNGInCareOfNm
Business Name ControlSUTTBusinessNameControlTxt
Phone9162866665PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SH TAX 2200 RIVER PLAZA DRIVEAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICK BROWNPersonNm
Person TitleCFOPersonTitleTxt
Phone9162181900PhoneNum
Signature2024-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEva NittaPreparerPersonNm
PTINP01286320PTIN
Phone4158948000PhoneNum
Preparation2024-11-02PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SUTTER CARE AT HOMEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMARK MCPHERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1SAME AS C ABOVEAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$492,057,829GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SUTTERHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1908FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee2288TotalEmployeeCnt
Total Volunteers250TotalVolunteersCnt
Total Gross UBI$5,036,144TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,863,092NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,123,304PYContributionsGrantsAmt
CY Contributions Grants$3,786,965CYContributionsGrantsAmt
PY Program Service Revenue$445,786,879PYProgramServiceRevenueAmt
CY Program Service Revenue$481,784,085CYProgramServiceRevenueAmt
PY Investment Income$815,498PYInvestmentIncomeAmt
CY Investment Income$1,224,604CYInvestmentIncomeAmt
PY Other Revenue$3,547,196PYOtherRevenueAmt
CY Other Revenue$5,120,767CYOtherRevenueAmt
PY Total Revenue$453,272,877PYTotalRevenueAmt
CY Total Revenue$491,916,421CYTotalRevenueAmt
PY Grants And Similar Paid$214,171PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$142,099CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$282,523,571PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$309,339,816CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,603,910CYTotalFundraisingExpenseAmt
PY Other Expenses$143,255,041PYOtherExpensesAmt
CY Other Expenses$149,100,153CYOtherExpensesAmt
PY Total Expenses$425,992,783PYTotalExpensesAmt
CY Total Expenses$458,582,068CYTotalExpensesAmt
PY Revenues Less Expenses$27,280,094PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$33,334,353CYRevenuesLessExpensesAmt
Total Assets BOY$142,205,995TotalAssetsBOYAmt
Total Assets EOY$169,234,264TotalAssetsEOYAmt
Total Liabilities BOY$62,954,759TotalLiabilitiesBOYAmt
Total Liabilities EOY$65,162,877TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$79,251,236NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$104,071,387NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$423,361,584ExpenseAmt
Grant$142,099GrantAmt
Revenue$481,784,085RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$423,361,584TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document232IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2288EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKENNETH YOUNGPersonNm
Phone9162866665PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12300 RIVER PLAZA DRAddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Theresa Frei
PRES SVNAH, CEO, SVMF (Pt-yr)2.040.0Yes (X)Yes (X)$0$2,141,051$138,529
Anna Kiger
CNO, Asst Sec SVNAH2.040.0Yes (X)Yes (X)$0$873,747$90,250
Albert Chan MD
SH VP, CHI Officer1.040.0Yes (X)$0$825,801$91,649
Romelia Garcia
PRES, SVNAH CAO, SCAH (Pt-yr)2.040.0Yes (X)Yes (X)$0$765,859$95,312
Ursula Boynton MD
CME, AMSMC1.040.0Yes (X)$0$621,029$68,775
Mark Wheeler
CFO, SVNAH & SH Pacific1.040.0Yes (X)$0$467,787$58,274
Patrina White
CEO, SSCD/SCAH0.040.0$0$418,646$63,360Yes (X)
Rishi Sikka MD
FRM. PRES,SH SYS ENTERPRISE0.00.0$0$468,973$0Yes (X)
David Adams
Dep GEN CNSL,SEC SVNAH (pt-yr)1.040.0Yes (X)$0$355,805$91,215
Frank Wong
Director, Home Health Pharmacy40.00.0$353,428$0$92,508Yes (X)
Carolyn A Goodall
SNR Dir, Hospice & Home Health40.00.0$347,079$0$85,456Yes (X)
Robert Grande
Wound Care Nurse Lead40.00.0$349,531$0$14,317Yes (X)
Megan Merz
AST GEN CO I,SEC SVNAH (PT-YR)1.040.0Yes (X)$0$280,088$82,285
Elise Beckerman
Exec, HR, FS Clinical Ops0.040.0$0$317,851$41,791Yes (X)
Susan White
Senior Director, Quality40.00.0$283,331$0$73,286Yes (X)
Praba Koomson
Sr. Director, Hospice & H.H.40.00.0$277,291$0$68,448Yes (X)
Philip Stevens
Staff RN II40.00.0$331,428$0$13,203Yes (X)
Mary Joy Yadao
Case Manager, Home Health40.00.0$308,399$0$13,991Yes (X)
Patricia A Jellison-LaVine
Administrator40.00.0$247,285$0$75,004Yes (X)
Mark McPherson
PRES, CEO, SCAH (PT-YR)2.040.0Yes (X)Yes (X)$0$238,612$17,419
George T Block MD
Director1.00.0Yes (X)$0$0$0
Manuel Jimenez
Director1.00.0Yes (X)$0$0$0
Alden Chip McDonald MD
Director, Chair F & P2.00.0Yes (X)Yes (X)$0$0$0
Aaron Ortiz
Director1.00.0Yes (X)$0$0$0
David Seidenwurm MD
Director1.00.0Yes (X)$0$0$0
Jeffrey Strawn
Director, Chair2.00.0Yes (X)Yes (X)$0$0$0
Margaret Taylor
Director1.00.0Yes (X)$0$0$0
Douglas Wagemann
Director1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,497,772TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$7,775,249TotReportableCompRltdOrgAmt
Total Other Compensation$1,275,072TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1107IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NETSMART TECHNOLOGIES INC
11100 NALL AVEOVERLAND PARKKS662111205CONSULTING SERVICES$4,455,664
WELLSKY CORPORATION
11300 SWITZER RDOVERLAND PARKKS662103665IT Consult & Svcs$4,092,556
SAEED MEDICAL CORPORATION
5831 WEDGEWOOD DRGRANITE BAYCA957466705Physician Services$487,342
LISA H ELLIS MD INC
9349 HONEYWOOD CTORANGEVALECA956625609Physician Services$439,996
SIVIA INVESTMENTS INC
3879 FENWAY CIRROCKLINCA956774060Physician Services$383,188
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K28CntrctRcvdGreaterThan100KCnt
Federated Campaigns$12,106FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$22,053RelatedOrganizationsAmt
Government Grants$2,066,562GovernmentGrantsAmt
All Other Contributions$1,686,244AllOtherContributionsAmt
Noncash Contributions$1,101NoncashContributionsAmt
Total Contributions$3,786,965TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICE REVENUE621610$481,783,242$481,783,242
AFFILIATED RENTAL INCOME531390$843$843
FieldValueIRS element (for citing)
Total Program Service Revenue$481,784,085TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,114,695TotalRevenueColumnAmt
Exclusion$1,114,695ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$226,031RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$141,408RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$84,623RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$84,623TotalRevenueColumnAmt
Exclusion$84,623ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$109,909SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$109,909SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$109,909TotalRevenueColumnAmt
Exclusion$109,909ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSUTTER INFUSION PHARMACY SERVICESDesc
Business621610BusinessCd
Total Revenue Column$5,036,144TotalRevenueColumnAmt
Unrelated Business Revenue$5,036,144UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,036,144OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$491,916,421TotalRevenueColumnAmt
Related Or Exempt Func Income$481,784,085RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,036,144UnrelatedBusinessRevenueAmt
Exclusion$1,309,227ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$142,099TotalAmt
Program Services$142,099ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$878,471TotalAmt
Management And General$878,471ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$322,289TotalAmt
Management And General$322,289ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$209,899,452TotalAmt
Program Services$200,902,546ProgramServicesAmt
Management And General$8,013,792ManagementAndGeneralAmt
Fundraising$983,114FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$5,280,713TotalAmt
Program Services$5,055,217ProgramServicesAmt
Management And General$225,496ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$74,874,073TotalAmt
Program Services$71,440,274ProgramServicesAmt
Management And General$2,933,741ManagementAndGeneralAmt
Fundraising$500,058FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,084,818TotalAmt
Program Services$17,244,053ProgramServicesAmt
Management And General$769,199ManagementAndGeneralAmt
Fundraising$71,566FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$4,834,422TotalAmt
Management And General$4,798,422ManagementAndGeneralAmt
Fundraising$36,000FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$247,895TotalAmt
Program Services$247,895ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,500TotalAmt
Management And General$14,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$94,189TotalAmt
Management And General$94,189ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,325,421TotalAmt
Program Services$8,325,421ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$113,016TotalAmt
Management And General$113,016ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,893,788TotalAmt
Program Services$5,704,999ProgramServicesAmt
Management And General$1,108,992ManagementAndGeneralAmt
Fundraising$79,797FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,853,497TotalAmt
Program Services$7,916,766ProgramServicesAmt
Management And General$3,936,731ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,631,249TotalAmt
Program Services$6,593,667ProgramServicesAmt
Management And General$508,949ManagementAndGeneralAmt
Fundraising$528,633FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,182,150TotalAmt
Program Services$5,913,952ProgramServicesAmt
Management And General$263,336ManagementAndGeneralAmt
Fundraising$4,862FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$102,205TotalAmt
Program Services$73,206ProgramServicesAmt
Management And General$28,849ManagementAndGeneralAmt
Fundraising$150FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$686TotalAmt
Program Services$686ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,422,250TotalAmt
Program Services$3,170,304ProgramServicesAmt
Management And General$251,932ManagementAndGeneralAmt
Fundraising$14FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,842,120TotalAmt
Program Services$1,131,563ProgramServicesAmt
Management And General$710,557ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$53,920,663$53,920,663
PURCHASED SERVICES$23,207,746$22,886,895$128,544$192,307
SYSTEM ALLOCATION FEES$18,168,044$11,852,128$6,133,332$182,584
TAXES - UBI RELATED$570,000$570,000

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,676,312TotalAmt
Program Services$839,250ProgramServicesAmt
Management And General$812,237ManagementAndGeneralAmt
Fundraising$24,825FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$458,582,068TotalAmt
Program Services$423,361,584ProgramServicesAmt
Management And General$32,616,574ManagementAndGeneralAmt
Fundraising$2,603,910FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$17,519,214BOYAmt
EOY$37,524,821EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$30,288BOYAmt
EOY$112,103EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$78,768,893BOYAmt
EOY$81,578,643EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,275,103BOYAmt
EOY$3,181,214EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,983,960BOYAmt
EOY$2,292,770EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$28,497,926LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$23,469,005LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,387,977BOYAmt
EOY$5,028,921EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$23,681,511BOYAmt
EOY$26,471,592EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,559,049BOYAmt
EOY$13,044,200EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$142,205,995BOYAmt
EOY$169,234,264EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$53,384,743BOYAmt
EOY$55,283,336EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,570,016BOYAmt
EOY$9,879,541EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$62,954,759BOYAmt
EOY$65,162,877EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$73,835,585BOYAmt
EOY$98,953,203EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,415,651BOYAmt
EOY$5,118,184EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$79,251,236BOYAmt
EOY$104,071,387EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$142,205,995BOYAmt
EOY$169,234,264EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$33,334,353ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,151,973NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$10,666,175OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,203,557CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,559,983CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,278,956CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,123,304CurrentTaxYearMinus1YearAmt
Current Tax Year$3,786,965CurrentTaxYearAmt
Total$13,952,765TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$376,683,304CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$448,778,738CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$465,029,846CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$445,786,879CurrentTaxYearMinus1YearAmt
Current Tax Year$481,784,085CurrentTaxYearAmt
Total$2,218,062,852TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$378,886,861CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$451,338,721CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$467,308,802CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$448,910,183CurrentTaxYearMinus1YearAmt
Current Tax Year$485,571,050CurrentTaxYearAmt
Total$2,232,015,617TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,074CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$35,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,300CurrentTaxYearMinus1YearAmt
Current Tax Year$18,825CurrentTaxYearAmt
Total$105,199TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,074CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$35,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,300CurrentTaxYearMinus1YearAmt
Current Tax Year$18,825CurrentTaxYearAmt
Total$105,199TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,231,910,418PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$565,359CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$614,595CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$591,074CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$807,533CurrentTaxYearMinus1YearAmt
Current Tax Year$1,340,726CurrentTaxYearAmt
Total$3,919,287TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$565,359CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$614,595CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$591,074CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$807,533CurrentTaxYearMinus1YearAmt
Current Tax Year$1,340,726CurrentTaxYearAmt
Total$3,919,287TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$681,139CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$973,343CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,103,438CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,056,759CurrentTaxYearMinus1YearAmt
Current Tax Year$1,864,092CurrentTaxYearAmt
Total$5,678,771TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$380,133,359CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$452,926,659CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$469,003,314CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$450,774,475CurrentTaxYearMinus1YearAmt
Current Tax Year$488,775,868CurrentTaxYearAmt
Total$2,241,613,675TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99567PublicSupportCY509Pct
Public Support PY5090.99278PublicSupportPY509Pct
Investment Income CY0.00175InvestmentIncomeCYPct
Investment Income PY0.00145InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,593,353BeginningYearBalanceAmt
Contributions$100,626ContributionsAmt
Investment Earnings Or Losses$1,553,573InvestmentEarningsOrLossesAmt
Other Expenditures$1,971OtherExpendituresAmt
End Year Balance$16,245,581EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,034,743BeginningYearBalanceAmt
Investment Earnings Or Losses-$898,041InvestmentEarningsOrLossesAmt
Other Expenditures$543,349OtherExpendituresAmt
End Year Balance$14,593,353EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,079,266BeginningYearBalanceAmt
Investment Earnings Or Losses$1,961,297InvestmentEarningsOrLossesAmt
Other Expenditures$5,820OtherExpendituresAmt
End Year Balance$16,034,743EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,391,087BeginningYearBalanceAmt
Investment Earnings Or Losses$1,699,356InvestmentEarningsOrLossesAmt
Other Expenditures$11,177OtherExpendituresAmt
End Year Balance$14,079,266EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,241,602BeginningYearBalanceAmt
Investment Earnings Or Losses$1,547,329InvestmentEarningsOrLossesAmt
Other Expenditures$397,844OtherExpendituresAmt
End Year Balance$12,391,087EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97240BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.02530PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00230TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$83,878OtherCostOrOtherBasisAmt
Depreciation$78,848DepreciationAmt
Book Value$5,030BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,804,904OtherCostOrOtherBasisAmt
Depreciation$6,040,609DepreciationAmt
Book Value$764,295BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,273,478OtherCostOrOtherBasisAmt
Depreciation$17,349,548DepreciationAmt
Book Value$3,923,930BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$335,666OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$335,666BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,028,921TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
OTHER RECEIVABLES$1,381,751
OTHER ASSETS$11,662,449
FieldValueIRS element (for citing)
Total Book Value Other Assets$13,044,200TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
OTHER LIABILITIES$8,560,247
INSURANCE LIABILITIES$1,022,506
INTERCOMPANY PAYABLES$296,788
FieldValueIRS element (for citing)
Total Liability$9,879,541TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: Shirley Markinson Grieg Endowment - earnings to be used for hospice and volunteer training, ROBERT J AND DAVID R FIORITO FAMILY ENDOWMENT - TO SUPPORT HOSPICE OPERATIONS, PROGRAMS, AND/OR PATIENT CARE AT SUTTER CARE AT HOME. J. & L. Limburg and G. & F. Striley Endowment - earnings to be used at discretion of Board of Directors.
SCHEDULE D, PART X, LINE 2ASC 740 FOOTNOTE FROM AUDIT: THIS ORGANIZATION WAS PART OF A CONSOLIDATED FINANCIAL SYSTEM AUDIT. THE ASC 740 AUDIT FOOTNOTE DISCLOSURE FOR THE SUTTER SYSTEM IS AS FOLLOWS: SUTTER HEALTH AND MANY AFFILIATES HAVE BEEN DETERMINED TO BE EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD AND GENERALLY ARE NOT SUBJECT TO TAXES ON INCOME. CERTAIN ACTIVITIES OF SUTTER ARE SUBJECT TO INCOME TAXES; HOWEVER, SUCH ACTIVITIES ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. WITH RESPECT TO ITS TAXABLE ACTIVITIES, SUTTER RECORDS INCOME TAXES USING THE LIABILITY METHOD, UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX BASIS OF ASSETS AND LIABILITIES. DEFERRED TAX ASSETS OR LIABILITIES AT THE END OF EACH PERIOD ARE DETERMINED USING THE CURRENTLY ENACTED TAX RATE EXPECTED TO APPLY TO TAXABLE INCOME IN THE PERIODS THAT THE DEFERRED TAX ASSET OR LIABILITY IS EXPECTED TO BE REALIZED OR SETTLED. SUTTER RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS, ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2022 REMAINS OPEN IN U.S. TAX JURISDICTIONS IN WHICH SUTTER AND ITS AFFILIATES ARE SUBJECT TO TAXATION. SUTTER RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. THERE WERE NO SUCH UNCERTAIN TAX POSITIONS RECOGNIZED FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypePATIENT ASSISTANCEGrantTypeTxt
Recipient295RecipientCnt
Non Cash Assistance$142,099NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceSEE PART IVNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE I, PART I, LINE 2PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS: IN ORDER TO CLOSELY MONITOR EFFICIENCY AND EFFECTIVENESS, THE COMMUNITY BENEFIT FUNCTION OUTLINES MEASURABLE REPORTING (QUARTERLY, SIX-MONTH AND/OR YEAR-END), PROGRAM AND FUNDING REQUIREMENTS IN A MEMORANDUM OF UNDERSTANDING (MOU), BUSINESS SERVICES AGREEMENT (BSA), OR JOINT VENTURE AGREEMENT FOR EACH INVESTMENT MADE WITH A COMMUNITY PARTNER. WHERE IT IS DETERMINED NECESSARY, ADDITIONAL EFFORTS ARE MADE TO MONITOR EFFECTIVENESS AND EFFICIENCY OF INVESTMENTS, WHICH COULD INCLUDE: - QUARTERLY MEETINGS WITH COMMUNITY PARTNERS - E-MAIL AND TELEPHONIC COMMUNICATIONS WITH COMMUNITY PARTNERS - CONTINUED DIALOGUE WITH INVOLVED HOSPITAL STAFF AND COMMUNITY PARTNERS THROUGHOUT DURATION OF PROGRAM - SITE VISITS WITH COMMUNITY PARTNERS - BI-ANNUAL "OUTCOMES" SURVEY (6-MONTH AND/OR YEAR-END OUTCOMES) - REVIEW OF HOSPITAL USAGE AND PATIENT LEVEL DATA - COLLECTION OF PATIENT STORIES AND NARRATIVES - COLLABORATIVE DISCUSSIONS AROUND AD-HOC SUCCESSES AND CHALLENGES THAT ARISE - REPORTING TO INCLUDE YEAR-END FINANCIAL SUMMARY THAT COMPARES ACTUAL EXPENDITURES TO THE FUNDED PROJECT'S BUDGET, INDICATING ANY UNUSED AMOUNT OF GRANT FUNDS. AT THE END OF THE APPROPRIATE REPORTING PERIOD, COMMUNITY BENEFIT ANALYZES DATA TO ENSURE COMMUNITY PARTNERS MET THE OBJECTIVES OUTLINED IN THE MOU OR BSA. IF THE COMMUNITY PARTNERS DID NOT REACH THE ANTICIPATED OUTCOMES, COMMUNITY BENEFIT WORKS TO UNDERSTAND WHAT CIRCUMSTANCES PREVENTED THE ORGANIZATION FROM MEETING THE GOALS TO HELP IDENTIFY WAYS TO IMPROVE OR PERHAPS RE-EVALUATE WHAT SUCCESS OF THIS PROGRAM LOOKS LIKE, AND MAKES THE DETERMINATION TO CONTINUE OR TERMINATE FUNDING. WE ALSO RELY ON THE GOVERNANCE PRACTICES OF THE RECIPIENT ORGANIZATION TO MONITOR THE USE OF THE FUNDS.
SCHEDULE I, PART III, LINE 1DESCRIPTION OF NON-CASH ASSISTANCE: PAYMENTS TO VENDORS ON BEHALF OF PATIENTS FOR ITEMS/SERVICES SUCH AS CAREGIVING SERVICES, FUNERAL SERVICES, MEDICAL SUPPLIES, RENTAL ASSISTANCE, TRANSPORTATION, UTILITIES.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Theresa Frei
PRES SVNAH, CEO, SVMF (Pt-yr)$0$539,018$0$1,023,723$0$578,310$0$117,164$0$21,365$0$2,279,580$0$82,552
Anna Kiger
CNO, Asst Sec SVNAH$0$535,055$0$266,845$0$71,847$0$66,464$0$23,786$0$963,997$0$55,277
Albert Chan MD
SH VP, CHI Officer$0$579,361$0$199,312$0$47,128$0$56,264$0$35,385$0$917,450$0$36,858
Romelia Garcia
PRES, SVNAH CAO, SCAH (Pt-yr)$0$473,343$0$226,153$0$66,363$0$54,964$0$40,348$0$861,171$0$54,068
Ursula Boynton MD
CME, AMSMC$0$472,848$0$116,387$0$31,794$0$34,864$0$33,911$0$689,804$0$25,611
Mark Wheeler
CFO, SVNAH & SH Pacific$0$360,513$0$72,564$0$34,710$0$26,564$0$31,710$0$526,061$0$29,263
Patrina White
CEO, SSCD/SCAH$0$141,671$0$273,508$0$3,467$0$55,799$0$7,561$0$482,006$0$0
Rishi Sikka MD
FRM. PRES,SH SYS ENTERPRISE$0$0$0$0$0$468,973$0$0$0$0$0$468,973$0$0
David Adams
Dep GEN CNSL,SEC SVNAH (pt-yr)$0$311,659$0$42,904$0$1,242$0$66,871$0$24,344$0$447,020$0$0
Frank Wong
Director, Home Health Pharmacy$307,392$0$44,794$0$1,242$0$62,577$0$29,931$0$445,936$0$0$0
Carolyn A Goodall
SNR Dir, Hospice & Home Health$298,845$0$43,290$0$4,944$0$63,920$0$21,536$0$432,535$0$0$0
Robert Grande
Wound Care Nurse Lead$346,823$0$0$0$2,708$0$3,864$0$10,453$0$363,848$0$0$0
Megan Merz
AST GEN CO I,SEC SVNAH (PT-YR)$0$241,094$0$38,454$0$540$0$56,347$0$25,938$0$362,373$0$0
Elise Beckerman
Exec, HR, FS Clinical Ops$0$230,523$0$50,432$0$36,896$0$19,560$0$22,231$0$359,642$0$30,462
Susan White
Senior Director, Quality$243,119$0$33,639$0$6,573$0$51,921$0$21,365$0$356,617$0$0$0
Praba Koomson
Sr. Director, Hospice & H.H.$238,749$0$35,409$0$3,133$0$56,257$0$12,191$0$345,739$0$0$0
Philip Stevens
Staff RN II$331,428$0$0$0$0$0$3,864$0$9,339$0$344,631$0$0$0
Mary Joy Yadao
Case Manager, Home Health$307,649$0$0$0$750$0$3,602$0$10,389$0$322,390$0$0$0
Patricia A Jellison-LaVine
Administrator$212,751$0$31,525$0$3,009$0$45,501$0$29,503$0$322,289$0$0$0
Mark McPherson
PRES, CEO, SCAH (PT-YR)$0$204,070$0$30,000$0$4,542$0$3,021$0$14,398$0$256,031$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3SUPPLEMENTAL COMPENSATION INFORMATION: THE CEO OF THIS ORGANIZATION IS AN EMPLOYEE OF SUTTER HEALTH, A RELATED TAX-EXEMPT ORGANIZATION. THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARM'S LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. SEE SCHEDULE O NARRATIVE FOR PART VI, LINE 15 FOR A FULL DESCRIPTION OF THE COMPENSATION APPROVAL PROCESS COMPLETED BY SUTTER HEALTH.
SCHEDULE J, PART I, LINE 4ASEVERANCE PAYMENTS: Theresa Frei RECEIVED SEVERANCE PAYMENTS OF $ 483,547 RISHI SIKKA, MD RECEIVED SEVERANCE PAYMENTS OF $ 22,034
SCHEDULE J, PART I, LINE 4BNONQUALIFIED RETIREMENT PLAN: THE PURPOSE OF THE NONQUALIFIED RETIREMENT PLAN IS TO PROVIDE SUTTER HEALTH EXECUTIVES WITH A COMPETITIVE RETIREMENT BENEFIT CONSISTENT WITH SUTTER HEALTH'S OVERALL COMPENSATION PHILOSOPHY FOR ALL EMPLOYEES. CONTRIBUTIONS ARE DESIGNED TAKING INTO CONSIDERATION LOST RETIREMENT BENEFITS THAT WOULD OTHERWISE BE OBTAINED THROUGH THE QUALIFIED PENSION PLAN. SUTTER'S PLANS ARE DESIGNED CONSISTENT WITH COMPETITIVE INDUSTRY PRACTICES. THE RETIREMENT PLAN FOR SUTTER HEALTH EMPLOYEES IS A COMBINATION OF 403(B) EMPLOYER MATCH CONTRIBUTIONS AND QUALIFIED PENSION PLAN BENEFITS. SUTTER HEALTH EXECUTIVES ARE GENERALLY INELIGIBLE FOR EMPLOYER MATCH CONTRIBUTIONS. TO ENSURE A COMPETITIVE RETIREMENT BENEFIT, SUTTER HEALTH MAKES AN ANNUAL CONTRIBUTION TO A NON-QUALIFIED 457(F) PLAN FOR ITS EXECUTIVES. THE FORMULA PROVIDES 6% TO 12% OF BASE SALARY PLUS ANNUAL INCENTIVE PLAN AWARD (COMMENSURATE WITH MANAGEMENT LEVEL). CONTRIBUTIONS ARE ALSO MADE FOR A SMALL GROUP OF SENIOR LEVEL EXECUTIVES WHOSE ESTIMATED RETIREMENT BENEFIT (SOCIAL SECURITY PLUS QUALIFIED PLAN BENEFITS PLUS 457(F)) FALLS BELOW 50% - 65% OF FINAL 4-YEAR AVERAGE BASE SALARY WHEN RETIRING AT AGE 65 WITH 22.5 YEARS OF SERVICE. TARGET BENEFIT LEVELS ARE DISCOUNTED FOR YEARS OF SERVICE LESS THAN 22.5 AT AGE 65. UNLIKE SUTTER HEALTH'S QUALIFIED PENSION PLAN WHERE EMPLOYEE BENEFITS ARE GUARANTEED (I.E., A DEFINED BENEFIT), SUTTER'S NON-QUALIFIED PLAN BENEFITS ARE NOT GUARANTEED BY SUTTER HEALTH. INVESTMENT RISK IS BORNE BY PARTICIPANTS AND BENEFITS ARE NOT PROTECTED SHOULD SUTTER HEALTH BECOME INSOLVENT.
SCHEDULE J, PART I, LINE 7NON-FIXED PAYMENTS: SPOT AWARDS ARE INFREQUENTLY USED TO REWARD EMPLOYEES. THERE ARE NO SPECIFIC GUIDELINES FOR THE AMOUNT OF THE SPOT AWARD, BUT THE AVERAGE AMOUNT OF SPOT AWARDS TEND TO NOT EXCEED 5% TO 15% OF GROSS ANNUAL SALARY. ANNUAL INCENTIVE PLAN (AIP): THE PURPOSE OF THE PLAN IS TO FOCUS EXECUTIVES ON SPECIFIC, SHORTER-TERM GOALS THAT ARE CRITICAL TO THE ACHIEVEMENT OF AFFILIATE, OPERATING UNIT AND SYSTEM-WIDE OBJECTIVES THAT DRIVE OVERALL ORGANIZATION PERFORMANCE. LONG TERM PERFORMANCE PLANS: SUTTER HEALTH ALSO EMPLOYS LONG TERM PERFORMANCE PLANS WHICH ARE DESIGNED TO FOCUS ON LONGER TERM STRATEGIC OBJECTIVES OF THE ORGANIZATION. SUTTER'S LONG TERM PERFORMANCE PLAN APPROACH IS A COMBINATION OF BOTH LONGER TERM MEASURES OF ORGANIZATION SUCCESS AND KEY ORGANIZATION STRATEGIES WHICH REQUIRE THE COMBINED EFFORT OF ALL LEADERSHIP TO ACHIEVE SUCCESS. SUTTER USES A COMMON FATE APPROACH IN THAT ALL LONG TERM PERFORMANCE PLAN PARTICIPANTS ARE MEASURED AGAINST THE SAME, ORGANIZATION-WIDE CRITERIA VS. INDIVIDUAL EFFORTS. THIS FOSTERS A COMMON PURPOSE ACROSS LEADERSHIP AND A SHARED SENSE OF ACCOUNTABILITY FOR THE OVERALL SUCCESS OF SUTTER HEALTH. IN ALL CASES, THE COMPENSATION COMMITTEE OF THE BOARD DETERMINES ACHIEVEMENT OF ORGANIZATION GOALS AND MAKES FINAL AWARD DETERMINATION WHICH MAY RESULT IN A REDUCTION OF AWARD IF APPROPRIATE. ALL SENIOR EXECUTIVE AWARDS ARE REVIEWED FOR COMPENSATION REASONABLENESS AND APPROVED BY THE COMPENSATION COMMITTEE PRIOR TO PAYMENT.

Schedule L IRS990ScheduleL

FieldValueIRS element (for citing)
Total Balance Due$0TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonSUBSTANTIAL CONTRIBUTORPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSUBSTANTIAL CONTRIBUTORRelationshipDescriptionTxt
Transaction$1,205,500TransactionAmt
TransactionPAYMENT IN ORDINARY BUSINESSTransactionDesc
Sharing Of RevenuesfalseSharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III, LINE 1MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: -EXCELLENCE - We deliver high-quality, equitable care and take on the toughest challenges. -CURIOSITY - We are constantly learning and creating new ways to advance healthcare. -TEAMWORK - We collaborate with humility and solve for ONE Sutter. -COMPASSION - We show empathy and understanding in every personal interaction. INCLUSION - We respect our differences and similarities, and cultivate a sense of belonging. -INTEGRITY - We earn trust by doing the right thing and delivering on our commitments.
FORM 990, PART III, LINE 4APROGRAM SERVICE ACCOMPLISHMENTS PRIMARY EXEMPT PURPOSE: Provide health care to patients in their homes. SERVICE ACCOMPLISHMENTS: Sutter VNA & Hospice is a state licensed, Medicare-certified home care agency that provides a broad spectrum of multi-disciplinary services and offers a range of specialty programs to residents of Northern California. Sutter VNA & Hospice provides health care services to patients who require these services outside of a hospital setting (primarily in the home), for which a fee is charged to cover the cost of providing these services. These services are provided to Medicare, Medi-Cal, and private insurance patients. Charitable care is provided when deemed appropriate. The health care services provided by Sutter VNA & Hospice include the following: - Skilled Nursing; Nurses work with patients who have heart disease, cancer, diabetes, ostomies, AIDS, or other chronic diseases and illnesses, or who have recently had surgery or an acute care episode. - Rehabilitation services including physical, occupational, and speech therapy. Physical and occupational therapy is provided for patients with difficulties due to strokes, amputation or fractures, surgery, and for patients who are paraplegics or quadriplegics. Speech therapy is provided for patients with speech or swallowing problems. - Home infusion therapy services; provided for patients who need intravenous treatments. Services include hydration, chemotherapy, total parenteral nutrition, antibiotics, injectable medications, pain management, and enteral nutrition. - Maternal/child care services; provided to women with difficult pregnancies and new mothers needing assistance. - Psychiatric Home Care: This program provides home health services with focus on psychiatric care (assessment, teaching, referrals and follow-up) by specialty trained clinicians. - Medical Social Work services; provides assistance to persons who need guidance in developing self-help and problem solving skills, and access to community resources. - Hospice and Bereavement Services; helps terminally ill patients and their families who need support and care. Services include nursing care, pain management, symptom control, and bereavement counseling. - Home health aides and volunteer respite care; provides aid to patients who cannot care for themselves; includes bathing and personal care, companionship, and relief for caregivers. - Respiratory Therapy and Durable Medical Equipment; provides patients with respiratory therapy services, equipment, and supplies, beds, wheelchairs, and other durable medical equipment. Community Benefit Services In 2023, Sutter VNA & Hospice provided $887,545 worth of Community Benefit. The Community Benefit programs and services provided include the following: - Hospice bereavement groups (ex. Adult Grief Support Groups, Children's Workshops, Daughter/Mom Loss Support Group, Adult Traumatic Loss) - Preceptorships and internships provided for students Charitable Activity In 2023 Sutter VNA & Hospice provided $2,045,354 worth of Charity Care. Charity Care was provided in the form of home health services, hospice services, respiratory therapy and durable medical equipment service and products, and home infusion therapy services. Unpaid Cost of Medicaid In 2023 Sutter VNA & Hospice provided $8,563,289 worth of unpaid services to Medicaid patients.
FORM 990, PART VI, LINE 6 & 7ACLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS: THIS CORPORATION IS AN AFFILIATE OF SUTTER HEALTH, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. SUTTER HEALTH IS THE SOLE MEMBER WITH THE RIGHT TO ELECT AT LEAST A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7BCLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS: SUTTER HEALTH AS THE SOLE MEMBER OF THE ORGANIZATION IS ENTITLED TO EXERCISE FULLY ALL RIGHTS AND PRIVILEGES OF MEMBERS OF NONPROFIT CORPORATIONS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, AND ALL OTHER APPLICABLE LAWS. THE MEMBER HAS THE RIGHTS AND POWERS TO APPOINT (AND REMOVE) MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS, SUBJECT TO THE PROVISIONS OF THE BYLAWS. IN ADDITION, THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS OF THE CORPORATION'S BOARD OF DIRECTORS: A. MERGER, CONSOLIDATION, REORGANIZATION, OR DISSOLUTION OF THE CORPORATION OR ANY AFFILIATED ENTITY; B. AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION OR ANY AFFILIATED ENTITY; C. ADOPTION OF OPERATING BUDGETS OF THE CORPORATION OR ANY AFFILIATED ENTITY, INCLUDING CONSOLIDATED OR COMBINED BUDGETS OF THE CORPORATION AND ALL SUBSIDIARY ORGANIZATIONS OF THE CORPORATION; D. ADOPTION OF CAPITAL BUDGETS OF THE CORPORATION OR ANY AFFILIATED ENTITY; E. AGGREGATE OPERATING OR CAPITAL EXPENDITURES THAT EITHER EXCEED PREVIOUSLY APPROVED OPERATING OR CAPITAL BUDGETS, OR ARE UNBUDGETED, IF THE AMOUNT IN EXCESS OR THE UNBUDGETED EXPENDITURE IS HIGHER THAN THE SIGNATURE AUTHORITY OF THE PRESIDENT AND CEO OF THE GENERAL MEMBER; F. LONG-TERM OR MATERIAL AGREEMENTS OF THE CORPORATION OR ANY AFFILIATED ENTITY INCLUDING, BUT NOT LIMITED TO, BORROWINGS, EQUITY FINANCINGS, CAPITALIZED LEASES AND INSTALLMENT CONTRACTS; AND PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE, OR ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A FAIR MARKET VALUE IN EXCESS OF THE SIGNATURE AUTHORITY OF THE PRESIDENT AND CEO OF THE GENERAL MEMBER; G. APPOINTMENT OF AN INDEPENDENT AUDITOR BY THE CORPORATION OR ANY AFFILIATED ENTITY; H. THE HIRING OF INDEPENDENT COUNSEL BY THE CORPORATION OR ANY AFFILIATED ENTITY, UNLESS AT LEAST TWO-THIRDS (2/3) OF THE BOARD IN OFFICE ON THE DAY OF A VOTE DETERMINE THAT A MATERIAL CONFLICT OF INTEREST EXISTS BETWEEN THE CORPORATION AND THE GENERAL MEMBER AND, THEREFORE, THE BOARD MUST ENGAGE INDEPENDENT COUNSEL TO ASSIST IN EXERCISING THE BOARD'S FIDUCIARY DUTIES. TO PRESERVE THE INDEPENDENCE OF COUNSEL RETAINED PURSUANT TO THIS PROVISION, THE GENERAL MEMBER SHALL NOT CLAIM THAT ANY COMMUNICATION BETWEEN SUCH INDEPENDENT COUNSEL AND ANY PERSON ACTING ON BEHALF OF THE CORPORATION, EVEN IF THAT PERSON IS ALSO AN EMPLOYEE, OFFICER OR AGENT OF THE GENERAL MEMBER, CONSTITUTES A WAIVER OF THE ATTORNEY-CLIENT PRIVILEGE OR WORK-PRODUCT PROTECTION; I. THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE, AS THAT TERM IS DEFINED IN CALIFORNIA CORPORATIONS CODE SECTION 150; J. CONTRACTING WITH ANY THIRD PARTY FOR ALL OR SUBSTANTIALLY ALL OF THE MANAGEMENT OF THE ASSETS OR OPERATIONS OF THE CORPORATION OR ANY AFFILIATED ENTITY; K. APPROVAL OF BUSINESS PLANS TO DEVELOP MAJOR PROGRAMS AND CLINICAL SERVICES OF THE CORPORATION OR ANY AFFILIATED ENTITY. MAJOR NEW PROGRAMS AND CLINICAL SERVICES SHALL INCLUDE, BUT NOT BE LIMITED TO: (I) ANY NEW PROGRAMS OR SERVICES THAT REQUIRE APPROVAL AND/OR ADDITIONAL LICENSURE FROM ANY REGULATORY AGENCY, OR (II) ANY OTHER PROGRAMS OR SERVICES THE GENERAL MEMBER DEEMS MAJOR; L. APPROVAL OF STRATEGIC PLANS OF THE CORPORATION OR ANY AFFILIATED ENTITY; M. ADOPTION OF QUALITY IMPROVEMENT POLICIES NOT IN CONFORMITY WITH POLICIES ESTABLISHED BY THE GENERAL MEMBER; N. ANY SELF-DEALING TRANSACTION BETWEEN A DIRECTOR OF THE CORPORATION AND THE CORPORATION OR A SUBSIDIARY OF THE CORPORATION; OR O. REHIRING, CONTRACTING WITH, OR OTHERWISE COMPENSATING A SUTTER HEALTH EXECUTIVE, OR ANY OFFICER OR MEMBER OF MANAGEMENT OF THE CORPORATION OR ANY AFFILIATED ENTITY AFTER THEIR EMPLOYMENT HAS ENDED. IN ADDITION, THE GENERAL MEMBER SHALL HAVE THE AUTHORITY (BY A VOTE OF NOT LESS THAN TWO-THIRDS (2/3) OF ITS BOARD), TO DECLARE A MAJOR ACTIVITY REQUIRING APPROVAL.
FORM 990, PART VI, LINE 11BPROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW FORM 990: SUTTER HEALTH HAS A CENTRALIZED TAX DEPARTMENT RESPONSIBLE FOR THE PREPARATION OF THE FORM 990. ANNUALLY THE TAX DEPARTMENT PROVIDES TRAINING AND EDUCATION TO AFFILIATE PERSONNEL WHO ASSIST THE TAX DEPARTMENT IN COLLECTING AND REVIEWING DATA TO BE REPORTED ON THE FORM 990. THE PREPARATION MATERIAL IS REVIEWED BY VARIOUS DEPARTMENTS INCLUDING TAX, FINANCE, LEGAL, AND HUMAN RESOURCES. A NATIONAL ACCOUNTING FIRM PREPARES AND/OR REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT, THE AFFILIATE, AND THE CFO BEFORE THE RETURN IS FILED.
FORM 990, PART VI, LINE 12CPROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: EMPLOYEES ARE EDUCATED ON THE CONFLICT OF INTEREST POLICY AND THE NEED TO MAKE DISCLOSURE AS PART OF ANNUAL COMPLIANCE EDUCATION. IN ADDITION, ANNUALLY A DISCLOSURE STATEMENT IS COMPLETED BY ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES. ON THIS STATEMENT THE INDIVIDUAL WILL LIST A WIDE RANGE OF INFORMATION WHICH INCLUDES BUSINESS RELATIONSHIPS, EMPLOYMENT RELATIONSHIPS, PROPERTY INTERESTS, AND THOSE OF RELATED PARTIES. IF THERE IS A POTENTIAL CONFLICT OF INTEREST RELATED TO A PARTICULAR TRANSACTION, THE INTERESTED INDIVIDUAL MUST DISCLOSE THE EXISTENCE AND NATURE OF THE RELATIONSHIP. THE BOARD CHAIR MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE CONFLICT. THE BOARD MAY CONSULT WITH THE OFFICE OF THE GENERAL COUNSEL AS NECESSARY. UNTIL THE POTENTIAL CONFLICT IS RESOLVED, THE BOARD CHAIR (OR COMMITTEE CHAIR AS APPLICABLE) MAY REQUEST THE INDIVIDUAL TO NOT PARTICIPATE DURING RELATED PRESENTATIONS AND DISCUSSIONS. IN ALL CIRCUMSTANCES INVOLVING AN ACTUAL CONFLICT, THE INTERESTED INDIVIDUAL SHALL LEAVE THE ROOM PRIOR TO THE BOARD'S FINAL DISCUSSION AND VOTE.
FORM 990, PART VI, LINES 15A & 15BPROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE INDEPENDENT DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARM'S LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. TO ENSURE EXTERNAL COMPETITIVENESS, NATIONAL COMPENSATION DATA COMPARISONS ARE REVIEWED. COMPETITIVE ANALYSIS INCLUDES: (A) BASE SALARY, (B) TOTAL CASH (BASE SALARY + ANNUAL INCENTIVE), (C) TOTAL DIRECT CASH (BASE SALARY + ANNUAL INCENTIVE + LONG TERM INCENTIVE) AND (D) TOTAL REMUNERATION (BASE SALARY + ANNUAL INCENTIVE + BENEFITS AND LONG TERM INCENTIVE). THIS ANALYSIS INCLUDES NATIONAL COMPARISONS FOR ORGANIZATIONS SIMILAR IN SIZE, SCOPE AND COMPLEXITY AS SUTTER HEALTH, ADJUSTED TO THE CALIFORNIA MARKET. THIS METHOD IS MOST APPROPRIATE SINCE IT IS A NATIONAL MARKETPLACE IN WHICH SUTTER COMPETES FOR EXECUTIVE TALENT. OFFICERS AND KEY EMPLOYEES OF THIS ORGANIZATION UNDERGO AN ANNUAL REVIEW BY THE COMPENSATION COMMITTEE OR A DELEGATED SUB-COMMITTEE. APPROVAL IS RECORDED IN THE MINUTES. THE 2023 EXECUTIVE COMPENSATION APPROVAL WAS COMPLETED IN MAY 2023.
FORM 990, PART VI, LINE 19AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY & FINANCIAL STATEMENTS: THE SUTTER HEALTH SYSTEM POSTS ITS CURRENT AND PAST AUDITED FINANCIAL STATEMENTS AT SUTTERHEALTH.ORG. OTHER DOCUMENTS ARE ALSO LOCATED AT THIS WEBSITE INCLUDING THE ANNUAL REPORT, MISSION STATEMENT, HISTORY, AND LINKS TO AFFILIATE WEBSITES. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
FORM 990, PART VII, SECTION ACOMPENSATION OF BOARD MEMBERS: THE FOLLOWING BOARD MEMBERS OF THE ORGANIZATION ARE FULL-TIME EMPLOYEES (40 HOURS PER WEEK) OF SUTTER HEALTH AND THEIR SUTTER HEALTH SALARIES ARE REPORTED HEREIN. THESE INDIVIDUALS RECEIVE NO COMPENSATION FOR THEIR SERVICE AS BOARD MEMBERS OF THIS ORGANIZATION. - ALBERT CHAN, MD - ANNA KIGER - ROMELIA GARCIA - URSULA BOYNTON, MD - THERESA FREI - MARK MCPHERSON COMMON LAW EMPLOYEES: INDIVIDUALS LISTED AS OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION THAT ARE PAID FULLTIME BY A RELATED ORGANIZATION ARE COMMON LAW EMPLOYEES OF SUTTER HEALTH, A SEPARATE LEGAL ENTITY. IT IS THE INTENTION OF SUTTER HEALTH AND THE FILING ORGANIZATION TO MAKE INFORMATION ACCESSIBLE AND TRANSPARENT, REPORTING THOSE SUTTER HEALTH EMPLOYEES WHO HAVE OFFICER AND KEY EMPLOYEE RESPONSIBILITIES TO THE FILING ORGANIZATION.
FORM 990, PART XI, LINE 9OTHER CHANGE IN NET ASSETS OR FUND BALANCES: EQUITY TRANSFER, RELATED ENTITIES (NET) $ (10,666,603) CHANGE IN SPLIT INTEREST $ 428 ----------------- TOTAL $ (10,666,175)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
CALIFORNIA PACIFIC MEDICAL CTR FOUND
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833942728423FUNDRAISINGCA501(C)(3)7SUTTER BHYes (true)
EAST BAY PERINATAL CENTER
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833510172285HEALTHCARECA501(C)(3)3SUTTER BHYes (true)
MEMORIAL HOSPITAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833942290244FUNDRAISINGCA501(C)(3)12A - ISUTTER VHYes (true)
MILLS-PENINSULA HOSPITAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833237288765FUNDRAISINGCA501(C)(3)7SUTTER BHYes (true)
SANSUM CLINIC
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833956419205HEALTHCARECA501(C)(3)3SUTTER HLTHYes (true)
SUTTER AUBURN FAITH HOSPITAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833942594966FUNDRAISINGCA501(C)(3)7SUTTER VHYes (true)
SUTTER BAY HOSPITALS
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833940562680HOSPITALCA501(C)(3)3SUTTER HLTHYes (true)
SUTTER BAY MEDICAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833941156581HEALTHCARECA501(C)(3)3SUTTER HLTHYes (true)
SUTTER COAST HOSPITAL
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833942988520HOSPITALCA501(C)(3)3SUTTER HLTHYes (true)
SUTTER DAVIS HOSPITAL FOUNDATION
2200 RIVER PLAZA DRIVESACRAMENTOCA95833680217870FUNDRAISINGCA501(C)(3)7SUTTER VHYes (true)
SUTTER HEALTH
2200 RIVER PLAZA DRIVEEWA BEACHHI96706942788907SUPPORTING ORCA501(C)(3)12C III-FINAfalse
SUTTER HEALTH PACIFIC
91-2301 FT WEAVER RDEWA BEACHHI96706990298651HOSPITALCA501(C)(3)3SUTTER HLTHYes (true)
SUTTER HEALTH PLAN
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833461183948HEALTH PLANCA501(C)(4)N/ASUTTER HLTHYes (true)
SUTTER INSURANCE SERVICES CORPORATION
745 FORT STREET SUITE 1100HONOLULUHI96813990289310INSURANCEHI501(C)(3)12C III-FISUTTER HLTHYes (true)
SUTTER MEDICAL CENTER FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833942788906FUNDRAISINGCA501(C)(3)7SUTTER VHYes (true)
SUTTER ROSEVILLE MEDICAL CTR FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833680040113FUNDRAISINGCA501(C)(3)7SUTTER VHYes (true)
SUTTER VALLEY HOSPITALS
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833941156621HOSPITALCA501(C)(3)3SUTTER HLTHYes (true)
SUTTER VALLEY MEDICAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833680273974HEALTHCARECA501(C)(3)3SUTTER HLTHYes (true)
TRACY HOSPITAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DRSacramentoCA95833680318845CA501(C)(3)12A - ISUTTER VHYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
SURG CTR OF ABSMC
3875 TELEGRAPHOAKLANDCA94609470946086PATIENT CARECANA
CA PACIFIC ADV IMAG
PO BOX 6102NOVATOCA94598562311840PATIENT CAREDENA
SF ENDOSCOPY CENTER
2200 RIVER PLAZA DRIVESACRAMENTOCA95833912160588PATIENT CARECANA
SUT FAIRFIELD SURG
2200 RIVER PLAZA DRIVESACRAMENTOCA95833300233892PATIENT CARECANA
SUT AMADOR SURG CTR
2200 RIVER PLAZA DRIVESACRAMENTOCA95833461398093PATIENT CARECANA
ROSEVILLE ENDOSCOPY
2200 RIVER PLAZA DRIVESACRAMENTOCA95833870710513PATIENT CARECANA
MEMORIAL MED BLDG
1800 COFFEE RD 76MODESTOCA95355770234236OFFICE RENTALCANA
MAGNETIC IMAGING AF
2125 OAK GROVE ROADWALNUT CREEKCA94598473696091PATIENT CARECANA
ASC OPTRS SNTA ROSA
2200 RIVER PLAZA DRIVESACRAMENTOCA95833263386169CARE MANAGEMEntCANA
ASC OPTRS - SLO LLC
2200 RIVER PLAZA DRIVESACRAMENTOCA95833272673776CARE MANAGEMENTCANA
ICG CREDIT OPP FUND
11111 SANTA MONICA BLVD SUITE 2100LOS ANGELESCA90025814220441INVESTMENTSDENA
CARLSBAD SURG CTR
6121 PASEO DEL NORTE STE 100CARLSBADCA92011201413484PATIENT CARECANA
DIVISADERO HOLD LLC
1635 DIVISADEROSAN FRANCISCOCA94115320621050Outpatient suRGCANA
PENINSULA ENDOSCOPY
1720 El Camino Real Suite 100BurlingameCA94010271905059PATIENT CARECANA
S Placer Surg Ctr
8 Medical Plaza Drive Suite 100RosevilleCA95661421540694Patient CareCANA
Sac Surg Ctr Ass
1800 Tribute Road Suite 100SACRAMENTOCA95815680516588Patient CareCANA
FORT SUT SURG CTR
2801 K STREETSACRAMENTOCA95816680116391Patient CareCANA
Sut Alhambra Surg
1201 Alhambra Blvd Suite 110SACRAMENTOCA95816631221949Patient CareCANA
Auburn Surg CTR
148 Maple Street Suite FAuburnCA95603364123623Patient CareCANA
ASC Operators LLC
2200 River Plaza DriveSACRAMENTOCA95833208970704CARE MANAGEMENTCANA
D E SHAW ALP PLUS
1166 AVENUE OF THE AMERICAS - 9TH FNEW YORKNY10036882890454InvestmentDENA
ICG CR OPP FUND 1A
11111 SANTA MONICA BLVD SUITE 2100LOS ANGELESCA90025825045573InvestmentDENA
ICG CR OPP FUND 2A
11111 SANTA MONICA BLVD SUITE 2100LOS ANGELESCA90025852303976InvestmentDENA
MAKENA RE II
2755 Sand Hill Road Suite 200MENLO PARKCA94025981298071InvestmentNACJ
D E SHAW ALL CTRY
1166 AVENUE OF THE AMERICAS - 9TH FNEW YORKNY10036832024364InvestmentDENA
ICG SPEC OPP FND I
11111 SANTA MONICA BLVD SUITE 2100LOS ANGELESCA90025863196460InvestmentDENA
TAP CMDITYBLDR FUND
257 PARK AVENUE S SUITE 700NEW YORKNY10010274871720INVESTMENTNYNA
MAKENA STRATEGIC OPPORTUNITIES FUND - SH
2755 SAND HILL ROAD SUITE 200MENLO PARKCA94025844965838INVESTMENTDENA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
SUTTER HEALTH DEFERRED COMP PLANS' TRUST
2200 RIVER PLAZA DRIVESACRAMENTOCA95833276851989RABBI TRUSTCANATRUSTYes (true)
NORTHWOOD EUROPE TE FEEDER LP
1819 WAZEE ST 2ND FLOORDENVERCO80202981272216HOLDING COMPANYNAC CORPYes (true)CJ
WilSOP Segregated Portfolio 1
INVESTMENTNAC CORPYes (true)CJPO BOX 10008 WILLOW HOUSECRICKET SQUAREGRAND CAYMANCJ
WilSOP Segregated Portfolio 2
INVESTMENTNAC CORPYes (true)CJPO BOX 10008 WILLOW HOUSECRICKET SQUAREGRAND CAYMANCJ
AQR REAL RETURN OFFSHORE FUND LP
980700570INVESTMENTNAc corpYes (true)CJ89 NEXUS WAYCAMANA BAYGRAND CAYMANCJKY1-9009
BRIGADE LEVERAGED CAPITAL STRUCTURE OFFS
981020330INVESTMENTNAC CorpYes (true)CJONE NEXUS WAYCAMANA BAYGRAND CAYMANCJKY1-9005
AQR MULTI-STRATEGY FUND XXIII LP
ONE GREENWICH PLAZA STE 130GREENWICHCT06830981716386INVESTMENTNAC CORPYes (true)CJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SUTTER INSURANCE SERVICE CORPORATION
P$2,013,548FMV
Sutter Medical Center Foundation
p$129,345FMV
Sutter Valley Hospitals
S$1,797,902FMV
Sutter Valley Hospitals
K$241,945FMV
Sutter Valley Medical Foundation
S$373,596FMV
Sutter Bay Hospitals
K$162,953FMV