CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION (EIN 94-2728423)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-12
- IRS object ID
- 202223169349301347
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-12T22:27:00-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 560 MISSION ST STE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942728423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JENNIFER DEMELLO | InCareOfNm |
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 9162866665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SH TAX 2200 RIVER PLAZA DR | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Allison Duignan | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 9162866665 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Allison | PersonFirstNm |
| Person Last | Duignan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA NITTA | PreparerPersonNm |
| PTIN | P01286320 | PTIN |
| Phone | 4158948000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Allison Duignan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SH TAX 2200 RIVER PLAZA DR | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,000,436 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUTTERHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $17,652,040 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,963,676 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,737,876 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,800,571 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,070,771 | PYInvestmentIncomeAmt |
| CY Investment Income | $42,882,730 | CYInvestmentIncomeAmt |
| PY Other Revenue | $302,986 | PYOtherRevenueAmt |
| CY Other Revenue | $353,459 | CYOtherRevenueAmt |
| PY Total Revenue | $35,763,673 | PYTotalRevenueAmt |
| CY Total Revenue | $61,000,436 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,282,099 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,664,044 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,272,403 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,136,079 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $142,873 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $266,050 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $266,050 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,798,620 | PYOtherExpensesAmt |
| CY Other Expenses | $4,886,047 | CYOtherExpensesAmt |
| PY Total Expenses | $30,495,995 | PYTotalExpensesAmt |
| CY Total Expenses | $40,952,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,267,678 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,048,216 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $439,240,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $485,240,778 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,722,320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,896,607 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $426,518,250 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $457,344,171 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $36,385,375 | ExpenseAmt |
| Grant | $31,664,044 | GrantAmt |
| Revenue | $7,800,571 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $36,385,375 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| 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 | Yes (true) | 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 | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | Yes (true) | 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | JENNIFER DEMELLO | PersonNm |
| Phone | 9162866665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 RIVER PLAZA DRIVE | 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 (43 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 | Key EmployeeKeyEmployeeInd | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| WARREN BROWNER MD | |||||||||
| CEO, CPMC | 4.0 | 40.0 | Yes (X) | $0 | $1,192,753 | $122,102 | |||
| JODI DAVIS | |||||||||
| CHIEF PHILANTHROPY OFFICER-SH | 0.0 | 40.0 | $0 | $664,268 | $87,723 | Yes (X) | |||
| Raya Elias-Petros | |||||||||
| SH VP-Bay Area Phil/PRES CPMCF | 8.0 | 40.0 | Yes (X) | $0 | $478,304 | $71,076 | Yes (X) | ||
| Karen Jeu | |||||||||
| Former President CPMCF | 0.0 | 40.0 | $0 | $294,305 | $3,746 | Yes (X) | |||
| ODED HERBSMAN MD | |||||||||
| TRUSTEE/CPMC ADMIN | 4.0 | 13.0 | Yes (X) | $0 | $29,507 | $0 | |||
| Maria C Vicente-Puletti | |||||||||
| TRUSTEE/Social Worker, CPMC | 4.0 | 7.0 | Yes (X) | $0 | $22,288 | $5,765 | |||
| Sloan Barnett | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sharmin E Bock | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carol N Bonnie | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn Chang MD | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Pia ien Cohler | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jean-Pierre L Conte | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Scott Crabill | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Bradley DeFoor | |||||||||
| TRUSTEE/CHAIR | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| David Edwards | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Allison Hoover Eisenhardt | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Barbara J Engmann | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mrs George Ettelson | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Irene M Fenton | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Gail K Glasser | |||||||||
| Trustee | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Laurie Green MD | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Frank C Herringer | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joan C Kahr | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Christopher E Lenzo | |||||||||
| TRUSTEE/Treasurer | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Aneliya Levchin | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rebecca Lin | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Margolin MD | |||||||||
| TRUSTEE/Chief of Staff, CPMC | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Marston Nauman | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michelle Notkin | |||||||||
| TRUSTEE/Vice chair | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Deborah Novack | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth M Novack | |||||||||
| TRUSTEE/Vice chair | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Kimberly Ann Nunes | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Janet C Ostler | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Kendall Patton | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mrs Richard A Pfaff | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jacqueline Sacks | |||||||||
| TRUSTEE/SECRETARY | 8.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Alan D Seem | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David J Shimmon | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas E Sparks Jr | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Allison Speer | |||||||||
| TRUSTEE | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Tomasello | |||||||||
| Trustee | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Shoshana Ungerleider MD | |||||||||
| Trustee | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Molly Wadhwani | |||||||||
| Trustee | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,681,425 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $290,412 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
|---|---|---|---|---|---|
| Madeleine H Kahn | |||||
| 1243 Glen Avenue | BERKELEY | CA | 94708 | Consulting Services | $171,383 |
| ERRAND SOLUTIONS LLC | |||||
| 20 N Wacker Ste 1200 | CHICAGO | IL | 60606 | Patient Ambassadors | $269,528 |
| ZACHRY ASSOCIATES INC | |||||
| 3457 Curry Ln | ABILENE | TX | 79606 | Fundraising | $266,050 |
| COMMUNITY COUNSELING SERVICE | |||||
| 527 Madison Ave 5th Flr | NEW YORK | NY | 10022 | Consulting Services | $306,000 |
| PRESENTATION DESIGN GROUP LLC | |||||
| 1010 Obie St | EUGENE | OR | 97402 | Printing Services | $485,786 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $30,690 | FederatedCampaignsAmt |
| All Other Contributions | $9,932,986 | AllOtherContributionsAmt |
| Noncash Contributions | $453,612 | NoncashContributionsAmt |
| Total Contributions | $9,963,676 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AFFILIATE RENTAL | 531120 | $464,703 | $464,703 |
| HOSPITAL MANAGEMENT CONTRACT | 561000 | $7,335,868 | $7,335,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,800,571 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,873,564 | TotalRevenueColumnAmt |
| Exclusion | $7,873,564 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $352,401 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $352,401 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $352,401 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,009,166 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,009,166 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,009,166 | TotalRevenueColumnAmt |
| Exclusion | $35,009,166 | ExclusionAmt |
| 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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,058 | TotalRevenueColumnAmt |
| Exclusion | $1,058 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,058 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,000,436 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,800,571 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $42,883,788 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,658,031 | TotalAmt |
| Program Services | $31,658,031 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,013 | TotalAmt |
| Program Services | $6,013 | ProgramServicesAmt |
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 | $0 | TotalAmt |
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 | $2,546,941 | TotalAmt |
| Program Services | $1,673,340 | ProgramServicesAmt |
| Management And General | $873,601 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,589,138 | TotalAmt |
| Program Services | $1,044,064 | ProgramServicesAmt |
| Management And General | $545,074 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,050 | TotalAmt |
| Fundraising | $266,050 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011,908 | TotalAmt |
| Management And General | $1,011,908 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,315 | TotalAmt |
| Program Services | $59,315 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $869 | TotalAmt |
| Program Services | $869 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,548 | TotalAmt |
| Program Services | $107,548 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433 | TotalAmt |
| Program Services | $433 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668 | TotalAmt |
| Management And General | $668 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,448 | TotalAmt |
| Program Services | $249,080 | ProgramServicesAmt |
| Management And General | $180,368 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,903 | TotalAmt |
| Management And General | $233,903 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| SUTTER CHARGEBACKS | $1,455,273 | $1,455,273 | |
| PURCHASED SERVICES | $883,477 | $883,477 | |
| DONOR CULTIVATION | $644,268 | $644,268 | |
| DIRECT MAIL | $29,620 | $29,620 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,317 | TotalAmt |
| Program Services | $29,317 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,952,220 | TotalAmt |
| Program Services | $36,385,375 | ProgramServicesAmt |
| Management And General | $4,300,795 | ManagementAndGeneralAmt |
| Fundraising | $266,050 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,420,090 | BOYAmt |
| EOY | $8,404,030 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,600,514 | BOYAmt |
| EOY | $11,904,749 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $140,113 | BOYAmt |
| EOY | $178,585 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,574,900 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,237,066 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,717,859 | BOYAmt |
| EOY | $4,337,834 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,878,698 | BOYAmt |
| EOY | $459,859,500 | 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 | $483,296 | BOYAmt |
| EOY | $556,080 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,240,570 | BOYAmt |
| EOY | $485,240,778 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,035 | BOYAmt |
| EOY | $8,535 | 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 | $70,813 | BOYAmt |
| EOY | $0 | 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 | $12,640,472 | BOYAmt |
| EOY | $27,888,072 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,722,320 | BOYAmt |
| EOY | $27,896,607 | 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 | $192,002,431 | BOYAmt |
| EOY | $222,338,217 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,515,819 | BOYAmt |
| EOY | $235,005,954 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,518,250 | BOYAmt |
| EOY | $457,344,171 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,240,570 | BOYAmt |
| EOY | $485,240,778 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,048,216 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,202,978 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$425,273 | 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,621,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,310,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,384,324 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,652,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,964,676 | CurrentTaxYearAmt |
| Total | $88,932,718 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,621,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,310,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,384,324 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,652,040 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,964,676 | CurrentTaxYearAmt |
| Total | $88,932,718 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,282,421 | SubstantialContributorsTotAmt |
| Public Support Total170 | $80,650,297 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,119,637 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,809,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,582,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,964,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,225,965 | CurrentTaxYearAmt |
| Total | $33,701,914 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $122,634,632 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $42,674,573 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65765 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66795 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,257,059 | BeginningYearBalanceAmt |
| Contributions | $13,082,020 | ContributionsAmt |
| Investment Earnings Or Losses | $18,680,843 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,866,706 | OtherExpendituresAmt |
| End Year Balance | $165,153,216 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,863,674 | BeginningYearBalanceAmt |
| Contributions | $69,226 | ContributionsAmt |
| Investment Earnings Or Losses | $24,173,041 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,848,882 | OtherExpendituresAmt |
| End Year Balance | $138,257,059 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $112,645,176 | BeginningYearBalanceAmt |
| Contributions | $126,741 | ContributionsAmt |
| Investment Earnings Or Losses | $15,367,493 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,275,736 | OtherExpendituresAmt |
| End Year Balance | $119,863,674 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,365,248 | BeginningYearBalanceAmt |
| Contributions | $4,344,679 | ContributionsAmt |
| Investment Earnings Or Losses | $6,489,743 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,554,494 | OtherExpendituresAmt |
| End Year Balance | $112,645,176 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,428,301 | BeginningYearBalanceAmt |
| Contributions | $5,683,052 | ContributionsAmt |
| Investment Earnings Or Losses | $16,254,929 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,001,034 | OtherExpendituresAmt |
| End Year Balance | $103,365,248 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $930,540 | OtherCostOrOtherBasisAmt |
| Book Value | $930,540 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,343,750 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,990,890 | DepreciationAmt |
| Book Value | $3,352,860 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Depreciation | $0 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $279,052 | OtherCostOrOtherBasisAmt |
| Depreciation | $237,562 | DepreciationAmt |
| Book Value | $41,490 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,614 | DepreciationAmt |
| Book Value | $12,944 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,337,834 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLES | $23,100,568 |
| INSURANCE LIABILITIES | $83,928 |
| OTHER LIABILITIES | $2,359,541 |
| ANNUITY OBLIGATIONS | $2,344,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $27,888,072 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 3A | ENDOWMENT FUNDS NOT IN THE POSSESSION OF THE ORGANIZATION: EPISCOPAL CHARITIES ADMINISTERS THE BROTHERTON CHARITABLE ENDOWMENT. IT IS USED FOR PROGRAMS, SERVICES, AND CAPITAL NEEDS OF ST. LUKE'S MEDICAL CENTER. |
| SCHEDULE D, PART V, LINE 4 | INTENDED USE OF ENDOWMENT FUNDS: 1. Program and capital support for the Transplant Department. 2. Research, Program Development, Education, staff resources and equipment in the Cardiac Electrophysiology and Arrythmias Program. 3. Program in Medicine & Human Values. 4. To Fund the Senior Scholar position at Dr. Andereck's Program in Medicine and Human Values. 5. To support Mini Medical School limited to scholarships, speaker fees, curriculum, event costs & expand distribution channels. 6. To support Ovarian/Reproductive Cancer Recovery Program general expenses. 7. To support Mini-Medical School Conference of the WHRC general expenses. 8. General use by the Division of Cardiology. 9. Support the Melanoma Center in its efforts with Research, Education, Patient Care, Salary support & Equipment purchase. 10. To support a chair at the CPMC Ray Dolby Brain Health Center. 11. To support a Chair in Breast Health Services. 12. To support IHH programs and Mini Medical Schools within Sutter Health. 13. General support for senior service care. 14. Cancer research at CPMCRI. 15. General support for pediatric care. 16. To support heart research at CPMC. 17. General support for child life services. 18. General support for the child development department. 19. To support Mission Bernal's general operations. 20. To provide services of nurse education, psychologist & patient navigator to women undergoing treatment for breast cancer. 21. Heart research, education, and program development. 22. To support pastoral care at CPMC. 23. To support nursing education. 24. Transplant & GI program and capital support. 25. General support for CPMC. 26. To sustain & enhance education of residents, while contributing to the excellence of patient care through an endowed chair. 27. Medical research in cancer, glaucoma and/or arthritis. Can support patient cost admitted with these illnesses. 28. Neurology, rehab, geriatrics, cancer, heart & vascular, dietetics & special training of medical students/residents. 29. Research of congenital & genetic diseases & disorders of the eye that afflict children & assist the parents travel cost. 30. Provide services of nurse education, psychologist & patient navigator to women undergoing treatment for breast cancer. 31. Endowed Chair at CPMCRI 32. For equipment; refurbishing of rooms/accommodations & for education of staff & patients related to cancer research. 33. To support a chair in Cardiology. 34. Heart Research. 35. To support the Shrem CPMC Cardiology Fellowship Program. 36. Support the care for clergy & their families in the hospital 37. Support research, education and scholarship initiatives in Clinical Ethics. 38. To support the Michael Haim, M.D. Memorial Lecture in Dermatology, subject chosen by the Chief of Department. 39. Department of Medicine Teaching Fund. 40. For the general purposes of the home hospice care program (spendable earnings). 41. To fund perinatal mental health care at CPMC's Valencia and Cesar Chavez Campus. 42. To establish and support the Brain Health Center. 43. To support Alzheimer's patients with care and residence. 44. Priority needs of the CPMC's Orthopedic Department. 45. Support patient care for crippled children's program. 46. To provide charitable care for inpatient children. 47. Free Beds for Needy Children. 48. Arthritis Research (Kuzell Institute). 49. To benefit senior services. 50. To provide patient assistance for kidney transplant patients. 51. To provide for the care and benefit of children. 52. General support for Mission Bernal. 53. Provide care of medically indigent patients and subsidize programs of interest to the Primary Physician. 54. To support CPMC's Parkinson's Disease and Movement Disorders Program. 55. Support program for the families of patients of Kalmanovitz CDC, focusing on needs related to social-emotional education. |
| SCHEDULE D, PART X, Line 2 | 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 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 2018 THROUGH 2020 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, 2021 AND 2020. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Zachry Associates Inc | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3457 Curry Lane | AddressLine1Txt |
| City | Abilene | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $978,463 | GrossReceiptsAmt |
| Retained By Contractor | $266,050 | RetainedByContractorAmt |
| Net To Organization | $712,413 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $978,463 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $266,050 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $712,413 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SUTTER BAY HOSPITALS | |||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 940562680 | 501(C)(3) | $28,604,027 | PROGRAM & CAPITAL |
| SUTTER BAY MEDICAL FOUNDATION | |||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 941156581 | 501(C)(3) | $1,115,660 | PROGRAM SUPPORT |
| Lucile Salter Packard Childrens Hospital | |||||||
| 725 WELSH RD | PALO ALTO | CA | 94304 | 770003859 | 501(C)(3) | $1,893,517 | PROGRAM SUPPORT |
| PATIENT ASSISTANCE FOUNDATION | |||||||
| 2100 WEBSTER ST STE 100 | SAN FRANCISCO | CA | 94115 | 942944137 | 501(C)(3) | $39,305 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Patient Assistance | GrantTypeTxt |
| Recipient | 140 | RecipientCnt |
| Cash Grant | $6,013 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: 1. Various departments of the hospital request funding from the foundation. 2. Foundation reviews and approves the hospitals request. 3. The approval is sent to the requesting department. 4. The requesting department provides the foundation support materials that substantiate the costs incurred. 5. Foundation reviews support materials and releases the funds. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WARREN BROWNER MD | ||||||||||||||
| CEO, CPMC | $0 | $693,579 | $0 | $393,557 | $0 | $105,617 | $0 | $99,138 | $0 | $22,964 | $0 | $1,314,855 | $0 | $150,708 |
| JODI DAVIS | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER-SH | $0 | $432,992 | $0 | $170,644 | $0 | $60,632 | $0 | $61,438 | $0 | $26,285 | $0 | $751,991 | $0 | $73,417 |
| Raya Elias-Petros | ||||||||||||||
| SH VP-Bay Area Phil/PRES CPMCF | $0 | $395,160 | $0 | $78,296 | $0 | $4,848 | $0 | $44,238 | $0 | $26,838 | $0 | $549,380 | $0 | $7,407 |
| Karen Jeu | ||||||||||||||
| Former President CPMCF | $0 | $21,960 | $0 | $28,372 | $0 | $243,973 | $0 | $1,335 | $0 | $2,411 | $0 | $298,051 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | SUPPLEMENTAL COMPENSATION INFORMATION: THE PRESIDENT OF THIS ORGANIZATION IS AN EMPLOYEE OF SUTTER BAY HOSPITALS, AN AFFILIATE OF SUTTER HEALTH, WHICH ARE BOTH RELATED TAX-EXEMPT ORGANIZATIONS. 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 "ARMS 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: KAREN JEU RECEIVED SEVERANCE PAYMENTS OF $196,420. |
| SCHEDULE J, PART I, LINE 4B | NONQUALIFIED RETIREMENT PLAN: CERTAIN INDIVIDUALS PAID BY SUTTER HEALTH PARTICIPATE IN A SUPPLEMENTAL 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 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 PRIOR TO PAYMENT BY THE COMPENSATION COMMITTEE. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $453,612 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, COLUMN B | FormAndLineReferenceDesc |
| Explanation | THE NUMBER ENTERED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I & PART III, LINE 1 | MISSION STATEMENT: CPMC Foundation is the fundraising team for Sutter Health's California Pacific Medical Center (CPMC). We raise money to create new models of care, hire expert physicians, fund patient-centered research, acquire innovative technologies, expand access to care, support patients and their families and otherwise empower CPMC physicians and teams to accomplish extraordinary things they simply would not otherwise be able to do. |
| FORM 990, PART III, LINE 4A | Program Service Accomplishments: THE FUNDS WE RAISE IN SUPPORT OF SUTTER BAY HOSPITALS (SBH) AND SUTTER BAY MEDICAL FOUNDATION (SBMF) HAVE A REAL IMPACT ON THE CARE OUR PATIENTS RECEIVE. WHILE HOSPITAL REVENUES TYPICALLY COVER DAY-TO-DAY OPERATING EXPENSES, CHARITABLE GIFTS ALLOW US TO MAKE CRUCIAL IMPROVEMENTS NOT COVERED BY THE MEDICAL CENTER'S ANNUAL BUDGET. THAT INCLUDES PURCHASING NEW EQUIPMENT, EXPANDING KEY PROGRAMS AND UPGRADING OUR FACILITIES. BY CONTRIBUTING TO OUR PRIORITIES, DONORS FUNDED PROGRAMS AND EQUIPMENT PURCHASES THAT OUR PHYSICIANS DESIGNATED AS CRITICALLY NECESSARY IN 2021. THEY HELPED PROVIDE PRIMARY HEALTH CARE SERVICES FOR WOMEN AND CHILDREN IN OUR POOREST NEIGHBORHOODS; OFFERED A COMFORTING RESPITE FOR ALZHEIMER'S PATIENTS AND THOSE NEARING THE END OF LIFE; PURCHASED VITAL TECHNOLOGY MAKING TREATMENT EASIER FOR PATIENTS WITH CANCER, CARDIAC CONDITIONS, AND NEUROLOGICAL DISORDERS. DONORS HELPED SUPPORT THESE ANNUAL PRIORITIES: CANCER PROGRAMS $1,200,000 NEUROSCIENCE PROGRAMS $1,300,000 PEDIATRIC CARE PROGRAMS $600,000 WOMEN'S HEALTH PROGRAMS $2,900,000 COMMUNITY HEALTH PROGRAMS (SOME ARE INCLUDED IN ANNUAL PRIORITIES): . COMING HOME HOSPICE $217,000 . COMMUNITY HEALTH RESOURCE CENTER $93,000 . FORBES NORRIS ALS CENTER $471,000 . INSTITUTE FOR HEALTH AND HEALING (IHH) $185,000 . KALMANOVITZ CHILD DEVELOPMENT CENTER $430,000 . WOMEN'S HEALTH RESOURCE CENTER $60,000 OF COURSE, OUR NEEDS GO FAR BEYOND THESE ANNUAL PRIORITIES, AND OUR COMPASSIONATE CONTRIBUTORS HAVE MANY OTHER OPTIONS WHEN IT COMES TO SHARING THEIR CHARITABLE SPIRIT. OFTEN TIMES OUR SUPPORTERS OR THEIR FAMILY MEMBERS HAVE BEEN PATIENTS HERE, SO THEY KNOW FIRSTHAND THE IMPACT THEIR GIFTS CAN MAKE, ESPECIALLY IN PROGRAMS LIKE THESE - ALL OF WHICH RECEIVED SIGNIFICANT DONOR SUPPORT LAST YEAR. CHILDREN'S HEALTH CHILD LIFE PROGRAM NEONATAL INTENSIVE CARE UNIT CHILD DEVELOPMENT FINANCIAL NEEDS SCHOLARSHIPS NEUROSCIENCE PARKINSON'S DISEASE RESOURCE CENTER RAY DOLBY BRAIN HEALTH CENTER NEUROSCIENCE GENERAL SUPPORT MDA PATIENT CARE ADVANCED CARE CANCER AVATAR PROJECT UNGERLEIDER PALLIATIVE CARE CENTER FOR MELANOMA TREATMENT & RESEARCH CARDIOLOGY CENTER FOR DIABETES SERVICES EMERGENCY MEDICINE TRANSPLANT PROGRAMS WOMEN'S HEALTH NOTKIN FAMILY BREAST CANCER RECOVERY PROGRAM BREAST HEALTH DIGITAL MAMMOGRAPHY OVARIAN/REPRODUCTIVE CANCER PROGRAM COMMUNITY AND INTEGRATED HEALTH PROGRAM IN MEDICINE & HUMAN VALUES RESEARCH AND EDUCATION BREAST CANCER RESEARCH CLINICAL TRIALS CPMC RESEARCH INSTITUTE DEPARTMENT OF MEDICINE TEACHING FUND LIVER BIO-REPOSITORY NURSING EDUCATION |
| FORM 990, PART V, LINE 2A, PART VII & PART IX LINE 7 | EMPLOYEE COMPENSATION: CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION DOES NOT HAVE EMPLOYEES BUT SHARES THE COSTS OF PERSONNEL, SERVICES, FACILITIES AND EXPENSES WITH ITS PARENTS: SUTTER HEALTH AND SUTTER BAY HOSPITALS. |
| FORM 990, PART VI, LINE 2 | Family Relationship: Board members Deborah Novack and Kenneth Novack have a family relationship. |
| FORM 990, PART VI, LINES 6, 7A | Classes of Persons and the Nature of Their Rights: SUTTER BAY HOSPITALS IS THE SOLE MEMBER OF THIS CORPORATION 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 BAY HOSPITALS 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 THIS CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; (B) AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THIS CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; (C) ADOPTION OF OPERATING BUDGETS OF THIS CORPORATION OR ANY SUBSIDIARY OR AFFILIATED ENTITY, INCLUDING CONSOLIDATED OR COMBINED BUDGETS OF THIS CORPORATION AND ALL SUBSIDIARY ORGANIZATIONS OF THIS CORPORATION, IF SUCH OPERATING BUDGETS ARE OUTSIDE THE GUIDELINES ESTABLISHED BY THE MEMBER; (D) ADOPTION OF CAPITAL BUDGETS OF THIS CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY (ALTHOUGH THE BOARD IS EMPOWERED TO DEVELOP ITS OWN CAPITAL BUDGET OR APPROVE THE CAPITAL BUDGET OF ANY SUBSIDIARY OR AFFILIATE ENTITY WITHIN THE GUIDELINES AND OBJECTIVES SET BY THE MEMBER); (E) AGGREGATE OPERATING EXPENDITURES ON AN ANNUAL BASIS WHICH EXCEED APPROVED OPERATING BUDGETS BY A DOLLAR AMOUNT WHICH IS AT LEAST FIVE PERCENT (5%) OF THE APPROVED OPERATING BUDGET OF THIS CORPORATION OR AGGREGATE CAPITAL EXPENDITURES ON AN ANNUAL BASIS WHICH EXCEED APPROVED CAPITAL BUDGETS BY A DOLLAR AMOUNT WHICH IS AT LEAST TEN PERCENT (10%) OF THIS CORPORATION'S APPROVED CAPITAL BUDGET, PROVIDED THAT ANY OPERATING OR CAPITAL EXPENDITURES WHICH EXCEED APPROVED OPERATING OR CAPITAL BUDGETS BY ANY AMOUNT MUST BE APPROVED BY THE MEMBER IF THE FUND BALANCE OR CASH RESERVES OF THIS CORPORATION ARE NOT SUFFICIENT TO COVER THE EXPENDITURES OR IF THE TRANSACTION REQUIRES APPROVAL UNDER ANY OTHER SECTION OF THESE BYLAWS; (F) LONG-TERM BORROWING INCLUDING, BUT NOT LIMITED TO, CAPITALIZED LEASE AGREEMENTS AND INSTALLMENT CONTRACTS HAVING A PRESENT VALUE WHICH EXCEEDS A DOLLAR AMOUNT TO BE DETERMINED FROM TIME TO TIME BY THE BOARD OF DIRECTORS OF THE MEMBER; (G) PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE OR ENCUMBRANCE BY THIS CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY OF ANY ASSET, REAL OR PERSONAL, WITH A FAIR MARKET VALUE IN EXCESS OF A DOLLAR AMOUNT EQUAL TO (I) TEN PERCENT (10%) OF THIS CORPORATION'S FUND BALANCE, FOR TRANSACTIONS WHICH ARE IN THE ORDINARY COURSE OF BUSINESS; OR (II) FIVE PERCENT (5%) OF THIS CORPORATION'S FUND BALANCE, FOR TRANSACTIONS WHICH ARE NOT IN THE ORDINARY COURSE OF BUSINESS, IF THE TRANSACTION WAS NOT INCLUDED IN AN APPROVED CAPITAL BUDGET; (H) APPOINTMENT OF AN INDEPENDENT AUDITOR AND APPROVAL OF INDEPENDENT COUNSEL, PROVIDED THAT IN CONFLICT SITUATIONS OCCURRING AMONG THE MEMBER AND ITS SUBSIDIARIES AND AFFILIATES, EACH BOARD OF DIRECTORS SHALL BE ENTITLED TO SELECT ITS OWN INDEPENDENT COUNSEL WITHOUT THE MEMBER'S APPROVAL; (I) THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE ENTITY; (J) CONTRACTING WITH AN UNRELATED THIRD PARTY FOR ALL OR SUBSTANTIALLY ALL OF THE MANAGEMENT OF THE ASSETS OR OPERATIONS OF THIS CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; (K) APPROVAL OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES OF THIS CORPORATION'S OR ANY SUBSIDIARY OR AFFILIATE ENTITY. THE MEMBER SHALL FROM TIME TO TIME DEFINE THE TERM "MAJOR" IN THIS CONTEXT; (L) APPROVAL OF STRATEGIC PLANS; OR (M) OTHER MAJOR ACTIVITIES (AS HEREINAFTER DEFINED). "MAJOR ACTIVITIES" SHALL BE THOSE WHICH THE MEMBER BY A VOTE OF NOT LESS THAN TWO-THIRDS (2/3) OF THE MEMBER'S BOARD OF DIRECTORS HAS DECLARED MAJOR, BY WRITTEN NOTICE TO THIS CORPORATION, DELIVERED PERSONALLY OR DEPOSITED BY REGISTERED OR CERTIFIED MAIL, RETURN RECEIPT REQUESTED. SUCH NOTICE SHALL SPECIFICALLY IDENTIFY THE MATTER OR MATTERS REQUIRING APPROVAL OF THE MEMBER, AND SHALL REFER TO THIS BYLAW PROVISION GRANTING SUCH APPROVAL RIGHTS TO THE MEMBER. NOTICES RECEIVED PURSUANT TO THIS SECTION SHALL BE RECORDED IN THE MINUTES OF THIS CORPORATION AND SHALL BE FILED WITH THE MINUTES OF THIS CORPORATION. |
| FORM 990, PART VI, LINE 11B | PROCESS USED BY MANAGEMENT AND/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, AND THE AFFILIATE BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, LINE 12 | 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, LINE 15A | PROCESS FOR DETERMINING TOP MANAGEMENT OFFICIAL COMPENSATION: THE COMPENSATION FOR THE POSITION OF THE TOP MANAGEMENT OFFICIAL IS DETERMINED THROUGH A QUANTITATIVE REVIEW OF PEER EQUITY DATA AND APPLICABLE NATIONAL MARKET SALARY SURVEY DATA REGRESSED TO ENTITY OPERATING REVENUE SIZE TO ENSURE THE POSITION IS BOTH INTERNALLY EQUITABLE AND EXTERNALLY COMPETITIVE/MARKET APPROPRIATE. THE COMPENSATION COMMITTEE OF SUTTER HEALTH ANNUALLY REVIEWS AND APPROVES COMPENSATION, AND SUCH APPROVAL IS RECORDED IN THE MINUTES OF SUTTER HEALTH. THE 2021 EXECUTIVE COMPENSATION APPROVAL WAS COMPLETED IN FEBRUARY 2021. |
| FORM 990, PART VI, LINE 15B | PROCESS FOR DETERMINING OTHER OFFICERS OR KEY EMPLOYEE COMPENSATION: FOR SUTTER HEALTH EMPLOYEES 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). FOR THE MOST SENIOR EXECUTIVE POSITIONS, NATIONAL COMPARISONS FOR ORGANIZATIONS SIMILAR IN SIZE, SCOPE AND COMPLEXITY AS SUTTER HEALTH ARE MOST APPROPRIATE SINCE IT IS A NATIONAL MARKETPLACE IN WHICH SUTTER COMPETES FOR EXECUTIVE TALENT. CONVERSELY, BECAUSE UNDERLYING COMPENSATION STRUCTURE IN THE SAN FRANCISCO BAY AREA IS HIGHER THAN NATIONAL DATA, REGIONAL PAY ADJUSTMENTS MAY BE MADE. COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THIS ORGANIZATION UNDERGO A REVIEW AND COMPENSATION COMMITTEE APPROVAL ANNUALLY, AND SUCH APPROVAL IS RECORDED IN THE MINUTES. THE 2021 EXECUTIVE COMPENSATION APPROVAL WAS COMPLETED IN FEBRUARY 2021. |
| 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: BOARD MEMBERS OF THE ORGANIZATION WHO RECEIVED COMPENSATION WERE PAID FOR OTHER SERVICES PROVIDED TO RELATED ENTITIES. THEY RECEIVED NO COMPENSATION FOR THEIR SERVICE AS A BOARD MEMBER OF THIS ORGANIZATION. 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: CHANGES IN ANNUITY TRUE-UPS $(405,336) CHANGES IN SPLIT INTEREST $38,069 K-1 INCOME NOT REPORTED ON BOOKS $(58,006) --------- TOTAL OTHER $(425,273) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| EAST BAY PERINATAL CENTER | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 510172285 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER BH | 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 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) |
| SAMUEL MERRITT UNIVERSITY | ||||||||||
| 450 30TH STREET SUITE 2840 | OAKLAND | CA | 94609 | 942992642 | UNIVERSITY | CA | 501(C)(3) | 2 | 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 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 DR | 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 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 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 VALLEY MEDICAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 680273974 | HEALTH CARE | CA | 501(C)(3) | 3 | SUTTER HLTH | 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 VISITING NURSE ASSOC AND HOSPICE | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 946068843 | HEALTH CARE | CA | 501(C)(3) | 10 | SUTTER HLTH | 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) |
| 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) |
| 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) |
| SUTTER HEALTH PLAN | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 461183948 | HEALTH PLAN | CA | 501(C)(4) | N/A | SUTTER HLTH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| SURGERY CTR OF ABSMC | |||||||
| 3875 TELEGRAPH AVE | OAKLAND | CA | 94609 | 470946086 | PATIENT CARE | CA | N/A |
| ALTA CT SERVICES LP | |||||||
| 2125 OAK GROVE ROAD | WALNUT CREEK | CA | 94598 | 943083464 | PATIENT CARE | CA | N/A |
| CALIFORNIA PACIFIC ADVIMAGING | |||||||
| PO BOX 6102 | NOVATO | CA | 94948 | 562311840 | PATIENT CARE | CA | N/A |
| SAN FRANCISCO ENDOSCOPY CTR | |||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 912160588 | PATIENT CARE | CA | N/A |
| PRESIDIO SURGERY CTR | |||||||
| 1635 DIVISADERO | SAN FRANCISCO | CA | 94115 | 320144060 | PATIENT CARE | CA | N/A |
| SUTTER FAIRFIELD SURGERY CTR | |||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 300233892 | PATIENT CARE | CA | N/A |
| SUTTER AMADOR SURGERY CTR | |||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 461398093 | PATIENT CARE | CA | N/A |
| ROSEVILLE ENDOSCOPY CTR | |||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 870710513 | PATIENT CARE | CA | N/A |
| MEMORIAL MED OFFICE BLDG PHASE I | |||||||
| 1800 COFFEE | MODESTO | CA | 95355 | 770234236 | Office Rental | CA | N/A |
| Magnetic Imaging Affiliates LLC | |||||||
| 2125 OAK GROVE ROAD | WALNUT CREEK | CA | 94598 | 473696091 | PATIENT CARE | CA | N/A |
| STANISLAUS SURGICAL HOSPITAL LLC | |||||||
| 1421 OAKDALE RD | MODESTO | CA | 95355 | 911754157 | PATIENT CARE | CA | N/A |
| ASC OPERATORS SANTA ROSA LLC | |||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 263386169 | CARE MANAGEMENT | CA | N/A |
| Divisadero Holdings LLC | |||||||
| C/O SH Tax 2200 River Plaza Dr | Sacramento | CA | 95833 | 320621050 | CARE MANAGEME | CA | N/A |
| PENINSULA ENDOSCOPY CENTER LLC | |||||||
| c/o SH Tax 2200 River Plaza Dr | Sacramento | CA | 95833 | 271905059 | PATIENT CARE | CA | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | EINEIN | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS-5 | ||||||||||||||||
| 2015 STEINER ST2ND FL | SAN FRANCISCO | CA | 94115 | CRT | CA | CPMCF | ||||||||||
| Northwood Europe TE Feeder LP | ||||||||||||||||
| 1819 WAZEE STREET 2ND FLOOR | DENVER | CO | 80202 | HOLDING COMPANY | NA | 981272216 | CJ | C CORP | Yes (true) | |||||||
| SUTTER HEALTH DEFERRED COMP PLANS' TRUST | ||||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | RABBI TRUST | CA | NA | 276851989 | TRUST | Yes (true) | |||||||
| Health Ventures Inc | ||||||||||||||||
| 3012 SUMMIT ST 3RD FLR | Oakland | CA | 94609 | Health Serv. | CA | SBH | 942918780 | C corp | Yes (true) | |||||||
| Lyxsop Segregated Portfolio 1 | ||||||||||||||||
| INVESTMENT | CJ | c CORP | Yes (true) | PO box 10008 | Willow House Cricket Square | grand cayman | CJ | KY1-10001 | N/A | |||||||
| Lyxsop Segregated Portfolio 2 | ||||||||||||||||
| INVESTMENT | CJ | c corp | Yes (true) | PO box 10008 | Willow House Cricket Square | grand cayman | CJ | KY1-10001 | N/A | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | 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 | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Sutter Bay Hospitals | ||
| P | $15,098,526 | FMV |
| Sutter Bay Hospitals | ||
| B | $28,604,027 | FMV |
| Sutter Bay Hospitals | ||
| L | $7,335,868 | FMV |
| Sutter Bay Medical Foundation | ||
| Q | $80,190 | FMV |
| Sutter Bay Medical Foundation | ||
| B | $1,115,660 | FMV |
| Sutter Bay Medical Foundation | ||
| J | $464,703 | FMV |