SUTTER HEALTH ALLIANCE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SUTTER HEALTH ALLIANCE (EIN 46-1183948)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349319814
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T22:38:07-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461183948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTTER HEALTH PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KENNETH YOUNG | InCareOfNm |
| Business Name Control | SUTT | BusinessNameControlTxt |
| Phone | 9162866665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SH TAX 2200 RIVER PLAZA DRIVE | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA ALVARADO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9166431245 | PhoneNum |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBECCA | PersonFirstNm |
| Person Last | ALVARADO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY UPSTROM | PreparerPersonNm |
| PTIN | P01765498 | PTIN |
| Phone | 4142748740 | PhoneNum |
| Preparation | 2023-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTTER HEALTH PLUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHIL JACKSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 RIVER PLAZA DRIVE | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $652,440,680 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.SUTTERHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE SPECIFIC AND PRIMARY PURPOSE OF THIS CORPORATION IS TO SUPPORT OR BENEFIT SUTTER HEALTH AND ITS CHARITABLE SUBSIDIARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $619,337,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $652,254,797 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,381 | PYInvestmentIncomeAmt |
| CY Investment Income | $181,645 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,383 | PYOtherRevenueAmt |
| CY Other Revenue | $4,238 | CYOtherRevenueAmt |
| PY Total Revenue | $619,408,553 | PYTotalRevenueAmt |
| CY Total Revenue | $652,440,680 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,021,431 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,843,975 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $603,911,780 | PYOtherExpensesAmt |
| CY Other Expenses | $625,390,145 | CYOtherExpensesAmt |
| PY Total Expenses | $620,942,211 | PYTotalExpensesAmt |
| CY Total Expenses | $641,238,120 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,533,658 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,202,560 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $169,138,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $170,197,585 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $113,585,868 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $104,252,172 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,552,208 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,945,413 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUTTER HEALTH PLAN PROVIDES COMPREHENSIVE HEALTH CARE COVERAGE OPTIONS THAT OFFER HIGH QUALITY ACCESSIBLE CARE TO OUR SOCIALLY AND ECONOMICALLY DIVERSE COMMUNITIES AT REASONABLE PRICES FOR MEMBERS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $611,353,168 | ExpenseAmt |
| Grant | $4,000 | GrantAmt |
| Revenue | $652,254,797 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $611,353,168 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 204 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 79 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH YOUNG | PersonNm |
| Phone | 9162866665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 RIVER PLAZA DR | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN DEAN | ||||||||||
| SH VP, CFO, DIRECTOR | 1.0 | 40.0 | Yes (X) | $0 | $2,576,364 | $192,152 | ||||
| PHIL JACKSON | ||||||||||
| PRESIDENT & CEO, HPP | 2.0 | 40.0 | Yes (X) | $0 | $1,678,227 | $133,518 | Yes (X) | |||
| TRACY MESSINEO | ||||||||||
| SH VP, TH & PM, COE & CEO SS | 0.0 | 40.0 | $0 | $725,819 | $70,984 | Yes (X) | ||||
| ROBERT J CARNAROLI | ||||||||||
| SH VP, SALES & REL MGMT, HPP | 0.0 | 40.0 | $0 | $522,900 | $76,977 | Yes (X) | ||||
| REBECCA ALVARADO | ||||||||||
| CFO, SHP | 1.0 | 40.0 | $0 | $395,009 | $54,977 | Yes (X) | ||||
| PETER BERGAMO | ||||||||||
| SENIOR DIRECTOR, HPP | 40.0 | 0.0 | $375,498 | $0 | $37,712 | Yes (X) | ||||
| GRETCHEN LACHANCE | ||||||||||
| DEPUTY GEN COUNS, SH & SEC SHP | 1.0 | 40.0 | $0 | $310,103 | $24,239 | Yes (X) | ||||
| MICHAEL POOLE | ||||||||||
| SENIOR DIRECTOR, HPP | 40.0 | 0.0 | $286,703 | $0 | $33,423 | Yes (X) | ||||
| JUNAID I KHAN | ||||||||||
| DIRECTOR, SALES | 40.0 | 0.0 | $270,133 | $0 | $24,017 | Yes (X) | ||||
| JILL A GLENN | ||||||||||
| DIRECTOR, CASE MANAGEMENT | 40.0 | 0.0 | $255,943 | $0 | $26,876 | Yes (X) | ||||
| ZSOLE MUNOZ | ||||||||||
| DIRECTOR, HEALTH PLAN ADMIN | 40.0 | 0.0 | $242,636 | $0 | $34,010 | Yes (X) | ||||
| SUSAN N STEPHENSON | ||||||||||
| DIRECTOR, QUALITY & PAT SAFETY | 40.0 | 0.0 | $247,347 | $0 | $26,455 | Yes (X) | ||||
| ANTHONY PELLERIN | ||||||||||
| DIR, HP DATA & ANALYTICS | 40.0 | 0.0 | $235,455 | $0 | $34,638 | Yes (X) | ||||
| DAVE COMERCHERO | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CATHY EDDY | ||||||||||
| DIR, CHAIR FINANCE & PLANNING | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JIM GRAY | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE GRIGER MD | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES STED | ||||||||||
| DIRECTOR, CHAIR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| FRANCES CAIRNS | ||||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,913,715 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,208,422 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $769,978 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 44 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RSC INSURANCE BROKERAGE INC | |||||
| 160 FEDERAL ST | BOSTON | MA | 021101700 | INS BROKERAGE SVCS | $1,379,281 |
| HEALTHEDGE SOFTWARE INC | |||||
| 30 CORPORATE DR | BURLINGTON | MA | 01803 | SOFTWARE CONSULTING | $1,257,042 |
| CVS PHARMACY INC | |||||
| 1 CVS DR | WOONSOCKET | RI | 028956146 | PHARMACY MNGMT SRVC | $1,236,212 |
| COMMERCE PRINTING SERVICE | |||||
| 322 NO 12TH ST | SACRAMENTO | CA | 95811 | PRINTING SERVICES | $1,102,892 |
| MILLIMAN INC | |||||
| 1301 5TH AVE | SEATTLE | WA | 981012635 | ACTUARIAL CNSTL SRVC | $1,046,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 42 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PREMIUM REVENUE | 524114 | $652,100,427 | $652,100,427 |
| AFFILIATE RENTAL INCOME | 532000 | $154,370 | $154,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $652,254,797 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,645 | TotalRevenueColumnAmt |
| Exclusion | $181,645 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REBATES & REFUNDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,238 | TotalRevenueColumnAmt |
| Exclusion | $4,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,238 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $652,440,680 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $652,254,797 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $185,883 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000 | TotalAmt |
| Program Services | $4,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,336 | TotalAmt |
| Management And General | $733,336 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,145,878 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $9,145,878 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,978 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $92,978 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,113,852 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,113,852 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,931 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $757,931 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,517,743 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,517,743 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,740,785 | TotalAmt |
| Program Services | $867,500 | ProgramServicesAmt |
| Management And General | $873,285 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,309 | TotalAmt |
| Program Services | $36,997 | ProgramServicesAmt |
| Management And General | $279,312 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,171 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $4,171 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,121 | TotalAmt |
| Management And General | $5,121 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,752 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $637,752 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,054 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $456,054 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,011 | TotalAmt |
| Program Services | $227,745 | ProgramServicesAmt |
| Management And General | $169,266 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,753 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $493,753 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,214 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $46,214 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,448 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $38,448 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,724 | TotalAmt |
| Program Services | $16,724 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,889 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $401,889 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,818,386 | TotalAmt |
| Program Services | $1,627,636 | ProgramServicesAmt |
| Management And General | $190,750 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CLAIMS | $575,661,500 | $575,661,500 | $0 |
| INSURANCE BROKER COMMISSIONS | $27,307,824 | $27,307,824 | $0 |
| PURCHASED SERVICES | $8,724,287 | $4,757,201 | $3,967,086 |
| BAD DEBTS | $1,973,602 | $0 | $1,973,602 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832,572 | TotalAmt |
| Program Services | $846,041 | ProgramServicesAmt |
| Management And General | $986,531 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,238,120 | TotalAmt |
| Program Services | $611,353,168 | ProgramServicesAmt |
| Management And General | $29,884,952 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,002,080 | BOYAmt |
| EOY | $75,327,888 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,307,577 | BOYAmt |
| EOY | $29,640,431 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,687,575 | BOYAmt |
| EOY | $64,307,974 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $928,731 | BOYAmt |
| EOY | $915,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $376,232 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $370,848 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,158 | BOYAmt |
| EOY | $5,384 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,955 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,138,076 | BOYAmt |
| EOY | $170,197,585 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,105,365 | BOYAmt |
| EOY | $43,205,191 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,989,305 | BOYAmt |
| EOY | $58,871,718 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,491,198 | BOYAmt |
| EOY | $2,175,263 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,585,868 | BOYAmt |
| EOY | $104,252,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,552,208 | BOYAmt |
| EOY | $65,945,413 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,552,208 | BOYAmt |
| EOY | $65,945,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,138,076 | BOYAmt |
| EOY | $170,197,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,202,560 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$833,502 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $24,147 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $376,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $370,848 | DepreciationAmt |
| Book Value | $5,384 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $5,384 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLES | $2,146,133 |
| INSURANCE/SELF-INSURANCE | $29,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,175,263 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ASC 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, THE LEGAL ENTITY, 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 2019 THROUGH 2021 REMAIN 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 FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN DEAN | ||||||||||||||
| SH VP, CFO, DIRECTOR | $0 | $1,166,563 | $0 | $1,295,104 | $0 | $114,697 | $0 | $155,065 | $0 | $37,087 | $0 | $2,768,516 | $0 | $0 |
| PHIL JACKSON | ||||||||||||||
| PRESIDENT & CEO, HPP | $0 | $729,591 | $0 | $808,258 | $0 | $140,378 | $0 | $105,565 | $0 | $27,953 | $0 | $1,811,745 | $0 | $113,924 |
| TRACY MESSINEO | ||||||||||||||
| SH VP, TH & PM, COE & CEO SS | $0 | $449,615 | $0 | $205,164 | $0 | $71,040 | $0 | $46,365 | $0 | $24,619 | $0 | $796,803 | $0 | $53,126 |
| ROBERT J CARNAROLI | ||||||||||||||
| SH VP, SALES & REL MGMT, HPP | $0 | $293,065 | $0 | $189,720 | $0 | $40,115 | $0 | $48,465 | $0 | $28,512 | $0 | $599,877 | $0 | $33,231 |
| REBECCA ALVARADO | ||||||||||||||
| CFO, SHP | $0 | $317,845 | $0 | $72,669 | $0 | $4,495 | $0 | $26,565 | $0 | $28,412 | $0 | $449,986 | $0 | $0 |
| PETER BERGAMO | ||||||||||||||
| SENIOR DIRECTOR, HPP | $321,613 | $0 | $53,345 | $0 | $540 | $0 | $5,065 | $0 | $32,647 | $0 | $413,210 | $0 | $0 | $0 |
| GRETCHEN LACHANCE | ||||||||||||||
| DEPUTY GEN COUNS, SH & SEC SHP | $0 | $272,702 | $0 | $36,591 | $0 | $810 | $0 | $4,527 | $0 | $19,712 | $0 | $334,342 | $0 | $0 |
| MICHAEL POOLE | ||||||||||||||
| SENIOR DIRECTOR, HPP | $238,719 | $0 | $47,311 | $0 | $673 | $0 | $3,963 | $0 | $29,460 | $0 | $320,126 | $0 | $0 | $0 |
| ZSOLE MUNOZ | ||||||||||||||
| DIRECTOR, HEALTH PLAN ADMIN | $213,116 | $0 | $29,075 | $0 | $445 | $0 | $3,538 | $0 | $30,472 | $0 | $276,646 | $0 | $0 | $0 |
| JUNAID I KHAN | ||||||||||||||
| DIRECTOR, SALES | $192,240 | $0 | $77,288 | $0 | $605 | $0 | $3,191 | $0 | $20,826 | $0 | $294,150 | $0 | $0 | $0 |
| JILL A GLENN | ||||||||||||||
| DIRECTOR, CASE MANAGEMENT | $223,568 | $0 | $30,368 | $0 | $2,007 | $0 | $3,711 | $0 | $23,165 | $0 | $282,819 | $0 | $0 | $0 |
| SUSAN N STEPHENSON | ||||||||||||||
| DIRECTOR, QUALITY & PAT SAFETY | $212,809 | $0 | $29,228 | $0 | $5,310 | $0 | $3,533 | $0 | $22,922 | $0 | $273,802 | $0 | $0 | $0 |
| ANTHONY PELLERIN | ||||||||||||||
| DIR, HP DATA & ANALYTICS | $206,978 | $0 | $28,050 | $0 | $427 | $0 | $3,436 | $0 | $31,202 | $0 | $270,093 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | SUPPLEMENTAL 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 4A | SEVERANCE PAYMENTS: JUNAID I. KHAN RECEIVED SEVERANCE PAYMENTS OF $28,717. |
| SCHEDULE J, PART I, LINE 4B | NONQUALIFIED 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 7 | NON-FIXED PAYMENTS: SPOT AWARDS ARE INFREQUENTLY USED TO REWARD EMPLOYEES. THERE ARE NO SPECIFIC GUIDELINES FOR THE AMOUNT OF THE SPOT AWARD BUT THE AMOUNT TENDS 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACCOMPLISHMENTS: Sutter Health Plan (doing business as Sutter Health Plus) is an affiliate of the Sutter Health system, a comprehensive network providing integrated care to more than 3 million patients annually through a network of hospitals, medical foundations, urgent and walk-in care centers, home health and hospice services. The Sutter Health system relies on the dedication of more than 85,000 clinicians, nurses, employees and volunteers to deliver high quality and affordable care to more than 100 communities. We believe that all people deserve access to excellent medical care-whoever they are and wherever they live. Sutter Health doctors, hospitals and other caregivers partner with each other to advance our medical services and increase patients' access to them. The primary purpose of Sutter Health Plus is to improve the health of the community by increasing access to Sutter Health's network of high-quality doctors, hospitals and other health care services. The health plan promotes affordability through the delivery of cost-effective health care services; this includes partnering with our provider network to improve quality and reduce costs. Sutter Health Plus is licensed by the Department of Managed Health Care as a Knox-Keene health maintenance organization with plan coverage beginning in January 2014. Sutter Health Plus members are assigned primary care providers exclusively with physicians through related Sutter Health tax-exempt medical foundations. Sutter Health Plus develops its plan products under a not-for-profit mission with a commitment to provide affordably priced HMO health plans in accordance with Patient Protection and Affordable Care Act and federal guidelines that allow Northern California's socially and economically diverse communities to access high quality and accessible care at Sutter Health's network of doctors and hospitals. Sutter Health Plus participates in activities designed to promote the general health of communities, promotes and encourage advancement and improvement of high-quality and cost-effective health care services; and facilitates the interchange of ideas among health care service organizations and communities served. |
| FORM 990, PART VI, LINE 6 & 7A | CLASSES 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 7B | CLASSES 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 SUBSIDIARY OR AFFILIATE ENTITY; B. AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; C. ADOPTION OF OPERATING BUDGETS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE 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 SUBSIDIARY OR AFFILIATE ENTITY; E. AGGREGATE OPERATING OR CAPITAL EXPENDITURES ON AN ANNUAL BASIS THAT EXCEED APPROVED OPERATING OR CAPITAL BUDGETS BY A SPECIFIED DOLLAR AMOUNT TO BE DETERMINED FROM TIME TO TIME BY THE GENERAL MEMBER; F. LONG-TERM OR MATERIAL AGREEMENTS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE 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 A DOLLAR AMOUNT TO BE DETERMINED FROM TIME TO TIME BY THE DIRECTORS OF THE GENERAL MEMBER, WHICH SHALL NOT BE LESS THAN 10% OF THE TOTAL ANNUAL CAPITAL BUDGET OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; G. APPOINTMENT OF AN INDEPENDENT AUDITOR AND HIRING OF INDEPENDENT COUNSEL EXCEPT IN CONFLICT SITUATIONS BETWEEN THE GENERAL MEMBER AND THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; H. THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE ENTITY; I. CONTRACTING WITH AN UNRELATED THIRD PARTY FOR ALL OR SUBSTANTIALLY ALL OF THE MANAGEMENT OF THE ASSETS OR OPERATIONS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; J. APPROVAL OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. THE GENERAL MEMBER SHALL FROM TIME TO TIME DEFINE THE TERM "MAJOR" IN THIS CONTEXT; K. APPROVAL OF STRATEGIC PLANS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; L. ADOPTION OF QUALITY IMPROVEMENT POLICIES NOT IN CONFORMITY WITH POLICIES ESTABLISHED BY THE GENERAL MEMBER; M. ANY SELF DEALING TRANSACTION BETWEEN A DIRECTOR OF THE CORPORATION AND THE CORPORATION OR A SUBSIDIARY OR THE CORPORATION OR AFFILIATE ENTITY OF THE CORPORATION; N. REHIRING, CONTRACTING WITH, OR OTHERWISE COMPENSATING A SUTTER HEALTH EXECUTIVE, OR ANY OFFICER OR MEMBER OF MANAGEMENT OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY AFTER THEIR EMPLOYMENT ENDED. IN ADDITION, THE GENERAL MEMBER SHALL HAVE THE AUTHORITY TO REQUIRE THE PRIOR REVIEW AND APPROVAL OF THOSE ACTIVITIES OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY WHICH THE GENERAL MEMBER DETERMINES TO BE MAJOR ACTIVITIES. "MAJOR ACTIVITIES" SHALL BE THOSE WHICH THE GENERAL MEMBER BY A VOTE OF ITS BOARD OF DIRECTORS HAS DECLARED "MAJOR ACTIVITIES". |
| FORM 990, PART VI, LINE 11B | PROCESS 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 12C | PROCESS 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 & 15B | PROCESS 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 "ARMS 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 2022 EXECUTIVE COMPENSATION APPROVAL WAS COMPLETED IN FEBRURARY 2022. |
| FORM 990, PART VI, LINE 19 | AVAILABILITY 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 A | COMPENSATION 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. - BRIAN DEAN - PHIL JACKSON 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 9 | OTHER CHANGES IN FUND BALANCE: EQUITY TRANSFERS: $24,147 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA PACIFIC MEDICAL CTR FOUND | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 942728423 | FUNDRAISING | CA | 501(C)(3) | 7 | Sutter BH | Yes (true) |
| EAST BAY PERINATAL CENTER | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 510172285 | HEALTHCARE | CA | 501(C)(3) | 3 | Sutter EBH | Yes (true) |
| MEMORIAL HOSPITAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 942290244 | FUNDRAISING | CA | 501(C)(3) | 12A - I | Sutter VH | Yes (true) |
| MILLS-PENINSULA HOSPITAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 237288765 | FUNDRAISING | CA | 501(C)(3) | 7 | Sutter BH | Yes (true) |
| SUTTER AUBURN FAITH HOSPITAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 942594966 | FUNDRAISING | CA | 501(C)(3) | 7 | Sutter VH | Yes (true) |
| SUTTER BAY HOSPITALS | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 940562680 | HOSPITAL | CA | 501(C)(3) | 3 | Sutter Hlth | Yes (true) |
| SUTTER BAY MEDICAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 941156581 | HEALTHCARE | CA | 501(C)(3) | 3 | Sutter Hlth | Yes (true) |
| SUTTER COAST HOSPITAL | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 942988520 | HOSPITAL | CA | 501(C)(3) | 3 | Sutter Hlth | Yes (true) |
| SUTTER DAVIS HOSPITAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 680217870 | FUNDRAISING | CA | 501(C)(3) | 7 | Sutter VH | Yes (true) |
| SUTTER HEALTH | ||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942788907 | SUPPORTING OR | CA | 501(C)(3) | 12C III-FI | NA | false |
| SUTTER HEALTH PACIFIC | ||||||||||
| 91-2301 FT WEAVER RD | EWA BEACH | HI | 96706 | 990298651 | HOSPITAL | CA | 501(C)(3) | 3 | Sutter Hlth | Yes (true) |
| SUTTER INSURANCE SERVICES CORPORATION | ||||||||||
| 745 FORT STREET SUITE 1100 | HONOLULU | HI | 96813 | 990289310 | INSURANCE SER | HI | 501(C)(3) | 12C III-FI | Sutter Hlth | Yes (true) |
| SUTTER MEDICAL CENTER FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 942788906 | FUNDRAISING | CA | 501(C)(3) | 7 | Sutter VH | Yes (true) |
| SUTTER ROSEVILLE MEDICAL CTR FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 680040113 | FUNDRAISING | CA | 501(C)(3) | 7 | Sutter VH | Yes (true) |
| SUTTER VALLEY HOSPITALS | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 941156621 | HOSPITAL | CA | 501(C)(3) | 3 | Sutter Hlth | Yes (true) |
| SUTTER VALLEY MEDICAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 680273974 | HEALTHCARE | CA | 501(C)(3) | 3 | Sutter Hlth | Yes (true) |
| SUTTER VISITING NURSE ASSOC AND HOSPICE | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 946068843 | HEALTHCARE | CA | 501(C)(3) | 10 | Sutter Hlth | Yes (true) |
| TRACY HOSPITAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 680318845 | FUNDRAISING | CA | 501(C)(3) | 12A - I | Sutter VH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|
| SURG CTR OF ABSMC | ||||||||
| 3875 TELEGRAPH | OAKLAND | CA | 94609 | 470946086 | PATIENT CARE | CA | SUTTER BAY HOSP | |
| CA PACIFIC ADV IMAG | ||||||||
| PO BOX 6102 | NOVATO | CA | 94598 | 562311840 | PATIENT CARE | DE | SUTTER BAY HOSP | |
| SF ENDOSCOPY CENTER | ||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 912160588 | PATIENT CARE | CA | SUTTER BAY HOSP | |
| SUT FAIRFIELD SURG | ||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 300233892 | PATIENT CARE | CA | SUTTER VMF | |
| SUT AMADOR SURG CTR | ||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 461398093 | PATIENT CARE | CA | NA | |
| ROSEVILLE ENDOSCOPY | ||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 870710513 | PATIENT CARE | CA | NA | |
| STANISLAUS SRG HOSP | ||||||||
| 1421 OAKDALE ROAD | MODESTO | CA | 95355 | 911754157 | PATIENT CARE | CA | NA | |
| MEMORIAL MED BLDG 1 | ||||||||
| 1800 COFFEE RD 76 | MODESTO | CA | 95355 | 770234236 | OFFICE RENTAL | CA | SUTTER VH | |
| MAGNETIC IMAGING AF | ||||||||
| 2125 OAK GROVE ROAD | WALNUT CREEK | CA | 94598 | 473696091 | PATIENT CARE | CA | SUTTER BAY HOSP | |
| ASC OPTRS - SNTA ROSA | ||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 263386169 | CARE MANAGEMENT | CA | SUTTER BMF | |
| ASC OPTRS - SLO LLC | ||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 272673776 | CARE MANAGEMENT | CA | SUTTER HEALTH | |
| ICG CREDIT OPP FUND LP | ||||||||
| 11111 SANTA MONICA BLVD SUITE 2100 | LOS ANGELES | CA | 90025 | 814220441 | INVESTMENTS | DE | SUTTER HEALTH | |
| CARLSBAD SURG CTR | ||||||||
| 6121 PASEO DEL NORTE STE 100 | CARLSBAD | CA | 92011 | 201413484 | PATIENT CARE | CA | SOS | |
| COAST CTR FOR ORTHO | ||||||||
| 3444 KEARNY VILLA ROAD | SAN DIEGO | CA | 92123 | 330839637 | PATIENT CARE | CA | SOS | |
| OTAY LAKES SURG CTR | ||||||||
| 955 LANE AVE SUITE 100 | CHULA VISTA | CA | 91914 | 200794766 | PATIENT CARE | CA | SOS | |
| MADISON INTL GLOBAL | ||||||||
| 410 PARK AVENUE | NEW YORK | NY | 10022 | 981310251 | INVESTMENTS | NY | SUTTER HEALTH | |
| DIVISADERO HOLDINGS LLC | ||||||||
| 1635 DIVISADERO | SAN FRANCISCO | CA | 94115 | 320621050 | Outpatient surg | CA | SUTTER BAY HOSP | |
| PENINSULA ENDOSCOPY | ||||||||
| 1720 El Camino Real Suite 100 | Burlingame | CA | 94010 | 271905059 | PATIENT CARE | CA | SUTTER BAY HOSP | |
| South Placer Surgery Center | ||||||||
| 8 Medical Plaza Drive Suite 100 | Roseville | CA | 95661 | 421540694 | Patient Care | CA | SUTTER HEALTH | |
| Sacramento Surgery Center Associates LP | ||||||||
| 1800 Tribute Road Suite 100 | SACRAMENTO | CA | 95815 | 680516588 | Patient Care | CA | SUTTER HEALTH | |
| Fort Sutter Surgery Center | ||||||||
| 2801 K STREET | SACRAMENTO | CA | 95816 | 680116391 | Patient Care | CA | SUTTER HEALTH | |
| Sutter Alhambra Surgery Center | ||||||||
| 1201 Alhambra Blvd Suite 110 | SACRAMENTO | CA | 95816 | 631221949 | Patient Care | CA | SUTTER HEALTH | |
| Auburn Surgical Center | ||||||||
| 148 Maple Street Suite F | Auburn | CA | 95603 | 364123623 | Patient Care | CA | SUTTER HEALTH | |
| ASC Operators LLC | ||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 208970704 | Care Management | CA | SUTTER HEALTH | |
| D E SHAW ALL COUNTRY GLOBAL ALPHA PLUS | ||||||||
| 1166 AVENUE OF THE AMERICAS - 9TH F | NEW YORK | NY | 10036 | 882890454 | Investment | DE | SHRP | |
| ICG CREDIT OPPORTUNITIES FUND 1A LP | ||||||||
| 11111 SANTA MONICA BLVD SUITE 2100 | LOS ANGELES | CA | 90025 | 825045573 | Investment | DE | SHRP | |
| ICG CREDIT OPPORTUNITIES FUND 2A LP | ||||||||
| 11111 SANTA MONICA BLVD SUITE 2100 | LOS ANGELES | CA | 90025 | 852303976 | Investment | DE | SHRP | |
| MAKENA REAL ESTATE II LP | ||||||||
| 2755 Sand Hill Road Suite 200 | Menlo Park | CA | 94025 | 981298071 | Investment | SHRP | CJ | |
| D E SHAW ALL COUNTRY GLOBAL ALPHA LL | ||||||||
| 1166 AVENUE OF THE AMERICAS - 9TH F | NEW YORK | NY | 10036 | 832024364 | Investment | DE | SUTTER HEALTH | |
| ICG SPECIAL OPPORTUNITIES FUND I LP | ||||||||
| 11111 SANTA MONICA BLVD SUITE 2100 | LOS ANGELES | CA | 90025 | 863196460 | Investment | DE | SUTTER HEALTH | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUTTER HEALTH DEFERRED COMP PLANS' TRUST | ||||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 276851989 | RABBI TRUST | CA | NA | TRUST | Yes (true) | |||||||
| NORTHWOOD EUROPE TE FEEDER LP | ||||||||||||||||
| 1819 WAZEE ST 2ND FLOOR | DENVER | CO | 80202 | 981272216 | HOLDING COMPA | NA | C CORP | Yes (true) | CJ | |||||||
| Lyxsop Segregated Portfolio 1 | ||||||||||||||||
| InVESTMENT | NA | C corp | Yes (true) | CJ | PO box 10008 | Willow House Cricket Square | grand cayman | CJ | KY1-10001 | |||||||
| Lyxsop Segregated Portfolio 2 | ||||||||||||||||
| INVESTMENT | NA | c corp | Yes (true) | CJ | PO box 10008 | Willow House Cricket Square | grand cayman | CJ | KY1-10001 | |||||||
| AQR REAL RETURN OFFSHORE FUND LP | ||||||||||||||||
| 980700570 | INVESTMENT | NA | c corp | Yes (true) | CJ | 89 NEXUS WAY | CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | ||||||
| BRIGADE LEVERAGED CAPITAL STRUCTURE OFFS | ||||||||||||||||
| 981020330 | Investment | C Corp | Yes (true) | CJ | ONE NEXUS WAY | CAMANA BAY | GRAND CAYMAN | CJ | KY1-9005 | N/A | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SUTTER INSURANCE SERVICES CORPORATION | ||
| P | $129,310 | FMV |
| Sutter Valley Medical Foundation | ||
| R | $119,770,262 | FMV |
| Sutter Valley Hospitals | ||
| R | $170,908,925 | FMV |
| Sutter Bay Medical Foundation | ||
| R | $61,210,444 | FMV |
| Sutter Bay Hospitals | ||
| R | $84,275,788 | FMV |