SUTTER HEALTH: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SUTTER HEALTH (EIN 94-2788907)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201803179349308350
- Schema version
- 2017v2.3
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T18:15:57-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 4365 EXECUTIVE DR STE 1600 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942788907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTTER HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRIS BOUDREAUX | InCareOfNm |
| Business Name Control | SUTT | BusinessNameControlTxt |
| Phone | 9162866665 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF SPRAGUE | PersonNm |
| Person Title | SVP & CFO | PersonTitleTxt |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA HEISKALA | PreparerPersonNm |
| PTIN | P00649485 | PTIN |
| Phone | 8585357200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.57.159.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 68127220183175000030 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 856506003E7717BB4C5FA0BAF50AAA2B61E0405F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C8EB7D7F4A43AD7C11A3CC780D94EAED606DA475 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARAH KREVANS | 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 | $15,219,965,170 | 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 | 1981 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 9191 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $25,981,292 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $897,938 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,417,603 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,266,789 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,256,472,123 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,431,651,729 | CYProgramServiceRevenueAmt |
| PY Investment Income | $40,674,206 | PYInvestmentIncomeAmt |
| CY Investment Income | $296,119,797 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,291,296 | PYOtherRevenueAmt |
| CY Other Revenue | $25,817,682 | CYOtherRevenueAmt |
| PY Total Revenue | $1,322,855,228 | PYTotalRevenueAmt |
| CY Total Revenue | $1,760,855,997 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,175,900 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,424,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $797,829,043 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $853,146,005 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $687,637,115 | PYOtherExpensesAmt |
| CY Other Expenses | $705,904,437 | CYOtherExpensesAmt |
| PY Total Expenses | $1,486,642,058 | PYTotalExpensesAmt |
| CY Total Expenses | $1,560,474,442 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$163,786,830 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $200,381,555 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,975,409,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,183,194,015 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,652,143,673 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,760,458,511 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,323,266,141 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,422,735,504 | 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 | $1,488,406,377 | ExpenseAmt |
| Grant | $1,424,000 | GrantAmt |
| Revenue | $1,431,651,729 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $1,488,406,377 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | 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 |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | Yes (true) | 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 | 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 With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1337 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9191 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | Yes (true) | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS BOUDREAUX | PersonNm |
| Phone | 9162866665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9100 FOOTHILL BLVD | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95747 | ZIPCd |
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 | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HERBERT BARLOW | ||||||||||
| BOARD MEMBER | 7.0 | 1.0 | Yes (X) | $27,500 | $0 | $0 | ||||
| JAMES FERRARA MD | ||||||||||
| BOARD MEMBER | 7.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL GAULKE | ||||||||||
| BOARD MEMBER (CHAIR) | 10.0 | 10.0 | Yes (X) | $27,500 | $0 | $0 | Yes (X) | |||
| VINITA GUPTA | ||||||||||
| BOARD MEMBER | 7.0 | 10.0 | Yes (X) | $27,500 | $0 | $0 | ||||
| PETER JACOBI | ||||||||||
| BOARD MEMBER | 7.0 | 0.0 | Yes (X) | $27,500 | $0 | $0 | ||||
| JOHN KOSTER MD | ||||||||||
| BOARD MEMBER (SECRETARY) | 10.0 | 0.0 | Yes (X) | $27,500 | $0 | $0 | Yes (X) | |||
| SARAH KREVANS | ||||||||||
| PRESIDENT & CEO, SUTTER HEALTH | 40.0 | 23.0 | Yes (X) | $4,314,787 | $0 | $1,951,858 | Yes (X) | |||
| SHARON MCCOLLAM | ||||||||||
| BOARD MEMBER (CHAIR FIN PLAN) | 10.0 | 0.0 | Yes (X) | $27,500 | $0 | $0 | Yes (X) | |||
| KEN MCNEELEY | ||||||||||
| BOARD MEMBER | 7.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID NASAW | ||||||||||
| BOARD MEMBER | 7.0 | 0.0 | Yes (X) | $27,500 | $0 | $0 | ||||
| ROBERT PEABODY JR MD | ||||||||||
| BOARD MEMBER | 7.0 | 0.0 | Yes (X) | $27,500 | $0 | $0 | ||||
| MICHAEL ROOSEVELT | ||||||||||
| BOARD MEMBER | 7.0 | 0.0 | Yes (X) | $27,500 | $0 | $0 | ||||
| CHERYL SCOTT | ||||||||||
| BOARD MEMBER | 7.0 | 1.0 | Yes (X) | $32,083 | $0 | $0 | ||||
| TODD SMITH MD | ||||||||||
| BOARD MEMBER | 7.0 | 6.0 | Yes (X) | $27,500 | $0 | $0 | ||||
| JOAN SMITH-MACLEAN MD | ||||||||||
| BOARD MEMBER | 7.0 | 0.0 | Yes (X) | $27,500 | $0 | $0 | ||||
| BARRY WILLIAMS | ||||||||||
| BOARD MEMBER | 7.0 | 0.0 | Yes (X) | $27,500 | $0 | $0 | ||||
| FLORENCE DI BENEDETTO | ||||||||||
| SVP & GENERAL COUNSEL/ASST SEC | 40.0 | 1.0 | $1,400,781 | $0 | $358,155 | Yes (X) | ||||
| ED ERWIN | ||||||||||
| DIR REAL ESTATE SVCS/ASST SEC | 40.0 | 0.0 | $220,208 | $0 | $25,357 | Yes (X) | ||||
| JEFF SPRAGUE | ||||||||||
| SVP & CFO | 40.0 | 1.0 | $1,648,581 | $0 | $585,930 | Yes (X) | ||||
| PETER ANDERSON | ||||||||||
| SVP/CHIEF STRATEGY OFFICER | 40.0 | 0.0 | $1,368,934 | $0 | $122,279 | Yes (X) | ||||
| ED BERDICK | ||||||||||
| SVP SHARED SVS/CEO SPS (PT-YR) | 40.0 | 0.0 | $1,930,931 | $0 | $154,632 | Yes (X) | ||||
| JEFF BURNICH MD | ||||||||||
| SVP SH MEDICAL NETWORK | 40.0 | 0.0 | $2,642,662 | $0 | $349,180 | Yes (X) | ||||
| JAMES CONFORTI | ||||||||||
| PRESIDENT, SH VALLEY AREA | 0.0 | 40.0 | $1,927,277 | $0 | $428,024 | Yes (X) | ||||
| JEREMY EAVES | ||||||||||
| CEO, SUTTER PHYSICIAN SERVICES | 40.0 | 0.0 | $336,169 | $0 | $69,596 | Yes (X) | ||||
| JEFF GERARD | ||||||||||
| PRESIDENT, SH BAY AREA | 0.0 | 40.0 | $1,773,130 | $0 | $415,629 | Yes (X) | ||||
| JONATHAN MANIS | ||||||||||
| SVP & CIO SUTTER HEALTH | 40.0 | 0.0 | $1,541,669 | $0 | $272,218 | Yes (X) | ||||
| JILL RAGSDALE | ||||||||||
| SVP/CHIEF PEOPLE & CULTURE OFF | 40.0 | 0.0 | $990,075 | $0 | $243,021 | Yes (X) | ||||
| RISHI SIKKA MD | ||||||||||
| PRESIDENT, SH SYSTEM ENTRPRISE | 40.0 | 0.0 | $748,641 | $0 | $142,477 | Yes (X) | ||||
| DON L WREDEN | ||||||||||
| SVP PATIENT EXPERIENCE | 40.0 | 0.0 | $1,520,232 | $0 | $236,439 | Yes (X) | ||||
| WARREN BROWNER | ||||||||||
| CEO, CPMC | 0.0 | 40.0 | $1,488,961 | $0 | $221,770 | Yes (X) | ||||
| GRANT DAVIES | ||||||||||
| CEO, VALLEY AREA HOSPITALS | 0.0 | 40.0 | $1,361,658 | $0 | $229,553 | Yes (X) | ||||
| JOHN GATES | ||||||||||
| CFO, BAY AREA | 0.0 | 40.0 | $1,166,412 | $0 | $182,158 | Yes (X) | ||||
| STEPHEN H LOCKHART | ||||||||||
| SH SVP/CMO | 40.0 | 0.0 | $1,214,403 | $0 | $374,542 | Yes (X) | ||||
| ELIZABETH VILARDO-MORGAN | ||||||||||
| CEO, BAY AREA FOUNDATIONS | 0.0 | 40.0 | $1,404,389 | $0 | $210,878 | Yes (X) | ||||
| PATRICK FRY | ||||||||||
| FORMER PRESIDENT & CEO SH | 0.0 | 0.0 | $2,621 | $1,612,181 | $0 | Yes (X) | ||||
| DAVID BENN | ||||||||||
| FORMER REG PRES, CTL VALLEY | 0.0 | 0.0 | $593,974 | $0 | $437 | Yes (X) | ||||
| MIKE COHILL | ||||||||||
| CEO, SMCS | 0.0 | 40.0 | $1,055,428 | $0 | $87,098 | Yes (X) | ||||
| MIKE HELM | ||||||||||
| FORMER SVP HUMAN RESOURCES | 0.0 | 0.0 | $0 | $156,256 | $0 | Yes (X) | ||||
| DAVE MAGGENTI | ||||||||||
| CFO, SPS | 40.0 | 0.0 | $253,466 | $0 | $7,625 | Yes (X) | ||||
| RICHARD SLAVIN MD | ||||||||||
| FORMER CEO BAY AREA MED FNDS | 0.0 | 0.0 | $607,469 | $0 | $438 | Yes (X) | ||||
| JEFFREY SZCZESNY | ||||||||||
| VP, HR, VALLEY AREA | 0.0 | 40.0 | $680,191 | $0 | $112,146 | Yes (X) | ||||
| CHARLES WIRTH | ||||||||||
| FORMER CEO, SPS | 0.0 | 0.0 | $0 | $125,458 | $0 | Yes (X) | ||||
| DAVID BRADLEY | ||||||||||
| FORMER REGIONAL PRES, EAST BAY | 0.0 | 0.0 | $738,114 | $0 | $438 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $33,293,246 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,893,895 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,781,878 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2283 | 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 |
|---|---|---|---|---|---|
| HERREROBOLDT PARTNERS | |||||
| 1200 VAN NESS AVENUE | SAN FRANCISCO | CA | 94124 | CONSTRUCTION SVCS | $411,688,960 |
| RIGHTSOURCING INC | |||||
| PO BOX 515743 | LOS ANGELES | CA | 900515118 | STAFFING SERVICES | $167,402,686 |
| HERRERO BUILDERS INC | |||||
| 2100 OAKDALE AVE | SAN FRANCISCO | CA | 94121 | CONSTRUCTION SVCS | $23,474,072 |
| SMITHGROUP JJR | |||||
| 301 BATTERY STREET 7TH FLOOR | SAN FRANCISCO | CA | 94111 | CONSTRUCTION SVCS | $19,135,750 |
| ENTISYS360 | |||||
| 1855 GATEWAY BLVD STE 730 | CONCORD | CA | 94520 | IT SERVICES | $16,729,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 404 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $110 | FederatedCampaignsAmt |
| Related Organizations | $1,452,252 | RelatedOrganizationsAmt |
| All Other Contributions | $5,814,427 | AllOtherContributionsAmt |
| Noncash Contributions | $1,385,750 | NoncashContributionsAmt |
| Total Contributions | $7,266,789 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT SERVICES EXEMPT AFFIL. | 900099 | $1,411,173,419 | $1,411,173,419 |
| HEALTHCARE RELATED JV INCOME | 900099 | $18,800,039 | $18,800,039 |
| AFFILIATE RENTAL INCOME | 900099 | $1,678,271 | $1,678,271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,431,651,729 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,231,388 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $599,693 | UnrelatedBusinessRevenueAmt |
| Exclusion | $65,631,695 | 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 | $2,923,530 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,487,447 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $436,083 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $436,083 | TotalRevenueColumnAmt |
| Exclusion | $436,083 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,686,508,941 | SecuritiesAmt |
| Other | $1,194 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,456,525,205 | SecuritiesAmt |
| Other | $96,521 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $229,983,736 | SecuritiesAmt |
| Other | -$95,327 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $229,888,409 | TotalRevenueColumnAmt |
| Exclusion | $229,888,409 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| SUTTER PHYSICIAN SERVICES | 621110 | $13,852,765 | $13,852,765 |
| SURGERY CENTER MANAGEMENT | 621400 | $5,746,705 | $5,746,705 |
| SHARED LAB URINE TOXICOLOGY | 541900 | $1,969,380 | $1,969,380 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,812,749 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,812,749 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $25,381,599 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,760,855,997 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,431,651,729 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $25,981,292 | UnrelatedBusinessRevenueAmt |
| Exclusion | $295,956,187 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,418,500 | TotalAmt |
| Program Services | $1,418,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,500 | TotalAmt |
| Program Services | $5,500 | 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 | $28,080,956 | TotalAmt |
| Management And General | $28,080,956 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,139,444 | TotalAmt |
| Management And General | $4,139,444 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566,470,157 | TotalAmt |
| Program Services | $566,318,385 | ProgramServicesAmt |
| Management And General | $151,772 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,509,258 | TotalAmt |
| Program Services | $52,060,466 | ProgramServicesAmt |
| Management And General | $1,448,792 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,213,576 | TotalAmt |
| Program Services | $143,493,592 | ProgramServicesAmt |
| Management And General | $8,719,984 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,732,614 | TotalAmt |
| Program Services | $48,610,259 | ProgramServicesAmt |
| Management And General | $122,355 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,448,110 | TotalAmt |
| Program Services | $44,248,394 | ProgramServicesAmt |
| Management And General | $1,199,716 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,610,761 | TotalAmt |
| Program Services | $34,610,761 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,649,743 | TotalAmt |
| Program Services | $3,649,743 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,858 | TotalAmt |
| Management And General | $181,858 | 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 | $15,080,784 | TotalAmt |
| Management And General | $15,080,784 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,504 | TotalAmt |
| Program Services | $342,504 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,132,483 | TotalAmt |
| Program Services | $22,128,483 | ProgramServicesAmt |
| Management And General | $4,000 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,211,277 | TotalAmt |
| Program Services | $20,917,309 | ProgramServicesAmt |
| Management And General | $293,968 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,148,440 | TotalAmt |
| Program Services | $150,069,189 | ProgramServicesAmt |
| Management And General | $1,079,251 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,641,596 | TotalAmt |
| Program Services | $26,641,596 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,098,202 | TotalAmt |
| Program Services | $7,793,394 | ProgramServicesAmt |
| Management And General | $304,808 | ManagementAndGeneralAmt |
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 | $5,032,790 | TotalAmt |
| Program Services | $1,674,338 | ProgramServicesAmt |
| Management And General | $3,358,452 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,418,081 | TotalAmt |
| Program Services | $5,418,081 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,827,263 | TotalAmt |
| Program Services | $131,827,263 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,042,196 | TotalAmt |
| Program Services | $4,458,034 | ProgramServicesAmt |
| Management And General | $584,162 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNRELATED BUSINESS TAX | $747,720 | $560,977 | $186,743 | $0 |
| PURCHASED SERVICES | $89,051,558 | $87,292,561 | $1,758,997 | $0 |
| REPAIRS & MAINTENANCE | $76,531,364 | $76,397,383 | $133,981 | $0 |
| LOSS ON EXTINGUISHMENT | $18,728,386 | $18,728,386 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,979,321 | TotalAmt |
| Program Services | $39,741,279 | ProgramServicesAmt |
| Management And General | $5,238,042 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,560,474,442 | TotalAmt |
| Program Services | $1,488,406,377 | ProgramServicesAmt |
| Management And General | $72,068,065 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
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 | $5,706,026 | BOYAmt |
| EOY | $231,572,796 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,675,809 | 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 | $2,886,588 | BOYAmt |
| EOY | $3,168,004 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,960,293 | BOYAmt |
| EOY | $82,042,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,514,211,718 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,022,568,335 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $611,238,448 | BOYAmt |
| EOY | $491,643,383 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,677,948,511 | BOYAmt |
| EOY | $4,380,450,063 | 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 | $41,379,658 | BOYAmt |
| EOY | $45,406,884 | 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 | $560,290,290 | BOYAmt |
| EOY | $946,234,531 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,975,409,814 | BOYAmt |
| EOY | $6,183,194,015 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,361,211 | BOYAmt |
| EOY | $653,150,565 | 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 | $0 | 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 | $1,086,782,462 | BOYAmt |
| EOY | $1,107,307,946 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,652,143,673 | BOYAmt |
| EOY | $1,760,458,511 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,322,309,032 | BOYAmt |
| EOY | $4,416,200,452 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,109 | BOYAmt |
| EOY | $1,535,052 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,000,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,323,266,141 | BOYAmt |
| EOY | $4,422,735,504 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,975,409,814 | BOYAmt |
| EOY | $6,183,194,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $200,381,555 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $386,418,172 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$98,294,724 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $610,964,360 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 15 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (15 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ADOLESCENT TREATMENT CENTERS INC | ||||
| 680088443 | 3 | Yes (true) | $0 | $0 |
| EAST BAY PERINATAL CENTER | ||||
| 510172285 | 3 | Yes (true) | $0 | $0 |
| EDEN MEDICAL CENTER | ||||
| 942948100 | 10 | Yes (true) | $0 | $0 |
| SAMUEL MERRITT UNIVERSITY | ||||
| 942992642 | 2 | Yes (true) | $0 | $0 |
| SUTTER BAY MEDICAL FOUNDATION | ||||
| 941156581 | 3 | Yes (true) | $60,246,416 | $0 |
| SUTTER CENTRAL VALLEY HOSPITALS | ||||
| 941080917 | 3 | Yes (true) | $94,956,019 | $0 |
| SUTTER COAST HOSPITAL | ||||
| 942988520 | 3 | Yes (true) | $8,200,833 | $0 |
| SUTTER EAST BAY HOSPITALS | ||||
| 941196176 | 3 | Yes (true) | $636,959,899 | $0 |
| SUTTER HEALTH PACIFIC | ||||
| 990298651 | 3 | Yes (true) | $2,500,000 | $0 |
| SUTTER VALLEY HOSPITALS | ||||
| 941156621 | 3 | Yes (true) | $689,133,498 | $0 |
| SUTTER VISITING NURSE ASSOCIATION AND HOSPICE | ||||
| 946068843 | 3 | Yes (true) | $647,930 | $0 |
| SUTTER BAY HOSPITALS | ||||
| 940562680 | 3 | Yes (true) | $905,878,678 | $0 |
| SUTTER WEST BAY MEDICAL FOUNDATION | ||||
| 942948131 | 3 | Yes (true) | $73,939,526 | $0 |
| SUTTER EAST BAY MEDICAL FOUNDATION | ||||
| 942690415 | 3 | Yes (true) | $55,832,936 | $0 |
| SUTTER VALLEY MEDICAL FOUNDATION | ||||
| 680273974 | 3 | Yes (true) | $14,995,814 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 15 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,543,291,549 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (true) | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 5A | THE FOLLOWING SUTTER HEALTH SUPPORTED ORGANIZATIONS MERGED INTO OTHER SUTTER HEALTH SUPPORTED ORGANIZATIONS DURING 2017: NAME: SUTTER CENTRAL VALLEY HOSPITALS EIN: 94-1080917 MERGED INTO SUTTER VALLEY HOSPITALS (EIN: 94-1156621) ON MAY 1, 2017. NAME: SUTTER WEST BAY MEDICAL FOUNDATION EIN: 94-2948131 MERGED INTO SUTTER BAY MEDICAL FOUNDATION (EIN: 94-1156581) ON AUGUST 1, 2017. NAME: SUTTER EAST BAY MEDICAL FOUNDATION EIN: 94-2690415 MERGED INTO SUTTER BAY MEDICAL FOUNDATION (EIN: 94-1156581) ON AUGUST 1, 2017. THE FOLLOWING SUTTER HEALTH SUPPORTED ORGANIZATIONS WERE SUPPORTED ORGANIZATIONS FOR PART OF THE 2017 TAX YEAR: EDEN MEDICAL CENTER EIN: 94-2948100 DISSOLVED ON JANUARY 12, 2017. ADOLESCENT TREATMENT CENTERS, INC. EIN: 68-0088443 DONATED AND TRANSFERRED TO BAY AREA COMMUNITY SERVICES ON AUGUST 1, 2017. THE FOLLOWING ORGANIZATIONS WERE MERGED WITH RELATED ORGANIZATIONS IN 2016 AND WERE REMOVED FROM REPORTING AS SUPPORTED ORGANIZATIONS FOR 2017: MILLS-PENINSULA HEALTH SERVICES EIN: 94-1156265 MERGED WITH SUTTER BAY HOSPITALS (EIN: 94-0562680) IN 2016. SUTTER GOULD MEDICAL FOUNDATION EIN: 94-1682256 MERGED WITH SUTTER VALLEY MEDICAL FOUNDATION (EIN: 68-0273974) IN 2016. SUTTER MEDICAL CENTER CASTRO VALLEY EIN: 77-0146047 MERGED WITH SUTTER BAY HOSPITALS (EIN: 94-0562680) IN 2016. SUTTER HEALTH HAD THE AUTHORITY TO AUTHORIZE THE MERGERS AND FILED THE APPROPRIATE AGREEMENTS OF MERGER WITH THE STATE OF CALIFORNIA. THESE ORGANIZATIONS WERE REMOVED AS SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, SECTION A, LINE 6 | IN 2017, OUR NOT-FOR-PROFIT SUTTER HEALTH NETWORK INVESTED $612 MILLION TO PROVIDE COMMUNITY BENEFIT PRIMARILY TO PEOPLE ACROSS NORTHERN CALIFORNIA, INCLUDING IN SOME OF OUR POOREST COMMUNITIES. A PORTION OF THESE INVESTMENTS INCLUDE GRANTS THAT SUPPORT HEALTH CENTERS AND OTHER COMMUNITY ORGANIZATIONS WHO SHARE OUR GOAL OF IMPROVING OVERALL COMMUNITY HEALTH. THESE PARTNERSHIPS SUPPORT ACCESS TO MEDICAL CARE, MENTAL HEALTH SERVICES AND KEY SOCIAL SERVICES, SUCH AS TRANSITIONAL HOUSING, TRANSPORTATION, MEALS FOR THE HUNGRY, EDUCATION, YOUTH JOB-TRAINING PROGRAMS, RESEARCH AND HEALTH CARE ADVOCACY. |
| SCHEDULE A, PART IV, SECTION D, LINE 3 | SUTTER HEALTH AND ITS SUPPORTED ORGANIZATIONS ARE ALL PART OF AN INTEGRATED HEALTH SYSTEM WITH AN INTERLOCKING GOVERNANCE MODEL. THIS CLOSE AND CONTINUING RELATIONSHIP PROVIDES THE SUPPORTED ORGANIZATIONS' INPUT INTO THE SUPPORTING ORGANIZATION'S INVESTMENT POLICIES AND USE OF ITS INCOME AND ASSETS. |
| SCHEDULE A, PART IV, SECTION E, LINES 3A & 3B | PURSUANT TO THE BYLAWS AND INTERLOCKING GOVERNANCE MODEL OF EACH SUPPORTED ORGANIZATION, SUTTER HEALTH IS THE SOLE CORPORATE MEMBER AND HAS THE POWER TO APPOINT OR REMOVE AT LEAST A MAJORITY OF THE DIRECTORS. IN ADDITION, THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS CERTAIN "RESERVED POWERS" WHICH REQUIRE THAT CERTAIN DECISIONS MADE BY SUPPORTED ORGANIZATION BOARDS MUST BE APPROVED BY THE SUTTER HEALTH BOARD OF DIRECTORS BEFORE BEING EFFECTIVE. SUCH DECISIONS INCLUDE, AMONG OTHERS, THE POWER TO APPROVE: - MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION; - AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; - ADOPTION OF OPERATING AND CAPITAL BUDGETS, AS WELL AS STRATEGIC PLANS; - CREATION OR ACQUISITION OF SUBSIDIARY CORPORATIONS; - CREATION OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES; - EXPENDITURES BEYOND APPROVED BUDGETS AND IN EXCESS OF LIMITS ESTABLISHED BY SUTTER HEALTH; AND - LONG-TERM OR MATERIAL AGREEMENTS, INCLUDING AGREEMENTS FOR THE INCURRENCE OF CERTAIN DEBT IN EXCESS OF LIMITS ESTABLISHED BY SUTTER HEALTH, OR THE PURCHASE, SALE, LEASE, DISPOSITION, EXCHANGE, GIFT, PLEDGE OR ENCUMBRANCE OF ANY ASSET IN EXCESS OF LIMITS ESTABLISHED BY SUTTER HEALTH. IN ADDITION, THE BYLAWS OF THE SUPPORTED ORGANIZATIONS STATE THAT THE PRESIDENT, THE CHIEF FINANCIAL OFFICER, AND ALL KEY MEMBERS OF MANAGEMENT SHALL BE EMPLOYEES OF SUTTER HEALTH, THAT THE SUPPORTED ORGANIZATION SHALL CONDUCT ITS OPERATIONS AND ACTIVITIES IN ACCORDANCE WITH SUTTER HEALTH SYSTEM POLICIES, AND THAT THE SUPPORTED ORGANIZATION SHALL PARTICIPATE IN ALL INITIATIVES AND PROGRAMS DEVELOPED AND DESIGNATED FOR IMPLEMENTATION BY SUTTER HEALTH. SUCH PARTICIPATION SHALL BE WITHOUT LIMITATION OR MODIFICATION EXCEPT AS APPROVED BY SUTTER HEALTH IN ITS SOLE DISCRETION. |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $8,000 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $181,858 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $189,858 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE C, PART II-B, LINE 1F | GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES: GRANTS PAID TO CALIFORNIA AMBULATORY SURGERY ASSOCIATION AND CALIFORNIA BUSINESS ROUNDTABLE FOR ADVOCACY. |
| SCHEDULE C, PART II-B, LINE 1I | OTHER ACTIVITIES: PAID CONSULTANTS THAT PERFORMED LOBBYING ACTIVITIES. |
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 | $0 | BeginningYearBalanceAmt |
| Contributions | $5,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $90,034 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $5,090,034 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,654,565 | OtherCostOrOtherBasisAmt |
| Book Value | $54,654,565 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,563,976 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,880,914 | DepreciationAmt |
| Book Value | $58,683,062 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,809,507 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,622,281 | DepreciationAmt |
| Book Value | $35,187,226 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,269,520,320 | OtherCostOrOtherBasisAmt |
| Depreciation | $945,885,815 | DepreciationAmt |
| Book Value | $323,634,505 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,663,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,179,325 | DepreciationAmt |
| Book Value | $19,484,025 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $491,643,383 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCOMPANY RECEIVABLES | $629,258,341 |
| OTHER RECEIVABLES | $48,045,417 |
| OTHER ASSETS | $268,930,773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $946,234,531 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SELF INSURANCE RESERVE | $423,452,602 |
| TAXABLE BOND LIABILITIES | $89,778,508 |
| THIRD PARTY SETTLEMENTS | $1,742,173 |
| OTHER LIABILITIES | $592,334,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,107,307,946 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | INTENDED USES OF ENDOWMENT FUNDS: MICHAEL AND JUDITH GAULKE INNOVATION HATCHERY ENDOWMENT FUND TO SUPPORT THE SUTTER HEALTH INNOVATION HATCHERY, AS DIRECTED BY THE SUTTER CHIEF INNOVATION OFFICER IN CONSULTATION WITH THE SUTTER HEALTH PRESIDENT AND CHIEF EXECUTIVE OFFICER. SCHEDULE D, PART X, LINE 2 ASC 740 FOOTNOTE: 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 BASES 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 2014 THROUGH 2016 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. AT DECEMBER 31, 2017 AND 2016, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. THE TAX CUTS AND JOBS ACT (TAX ACT) WAS ENACTED ON DECEMBER 22, 2017. THE TAX ACT REDUCES THE US FEDERAL CORPORATE TAX RATE FROM 35% TO 21%, REQUIRES COMPANIES TO PAY A ONE-TIME TRANSITION TAX ON EARNINGS OF CERTAIN FOREIGN SUBSIDIARIES THAT WERE PREVIOUSLY TAX DEFERRED, CREATES NEW TAXES ON CERTAIN FOREIGN SOURCED EARNINGS, PROVIDES FOR A NEW EXCISE TAX ON CERTAIN COMPENSATION OF EXEMPT ORGANIZATIONS OVER $1 MILLION, AND REQUIRES THE SEPARATE CALCULATION OF UNRELATED BUSINESS TAXABLE INCOME FOR EACH TRADE OR BUSINESS CARRIED ON. AS OF DECEMBER 31, 2017, WE HAVE NOT COMPLETED OUR ACCOUNTING FOR THE TAX EFFECTS OF ENACTING THE TAX ACT, THEREFORE WE CONTINUE TO ACCOUNT FOR THOSE ITEMS BASED ON OUR EXISTING ACCOUNTING UNDER ASC 740, INCOME TAXES, AND THE PROVISIONS OF THE TAX LAWS THAT WERE IN EFFECT IMMEDIATELY PRIOR TO ENACTMENT. WE WILL CONTINUE TO MAKE AND REFINE OUR CALCULATIONS AS ADDITIONAL ANALYSIS IS COMPLETED. IN ADDITION, OUR ESTIMATES MAY ALSO BE AFFECTED AS WE GAIN A MORE THOROUGH UNDERSTANDING OF THE TAX LAW AS WELL AS RECEIVING GUIDANCE FROM THE INTERNAL REVENUE SERVICE ON HOW THESE PROVISIONS APPLY TO TAX-EXEMPT ORGANIZATIONS AND TAXABLE AFFILIATES. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $628,979,513 |
| Europe (Including Iceland and Greenland) | Investments | $106,871,343 |
| North America | Investments | $6,592,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $742,443,224 | SubtotalSpentAmt |
| Total Spent | $742,443,224 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART I, LINE 3, COLUMN (F) | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING METHOD THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN COLUMN (F). | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY FOOD BANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | 942960297 | 501(c)(3) | $12,500 | GENERAL SUPPORT |
| AMERICAN RED CROSS | |||||||
| 2025 E ST NW | WASHINGTON | DC | 020065009 | 530196605 | 501(c)(3) | $531,250 | GENERAL SUPPORT |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | 942494324 | 501(c)(3) | $18,750 | GENERAL SUPPORT |
| CERES COMMUNITY PROJECT | |||||||
| PO BOX 1562 | SEBASTOPOL | CA | 95473 | 262250997 | 501(c)(3) | $15,000 | GENERAL SUPPORT |
| COALITION FOR COMPASSIONATE CARE | |||||||
| 1331 GARDEN HWY SUITE 100 | SACRAMENTO | CA | 95833 | 270419836 | 501(c)(3) | $45,000 | GENERAL SUPPORT |
| ELK GROVE FOOD BANK | |||||||
| PO BOX 1447 | ELK GROVE | CA | 95759 | 383664737 | 501(c)(3) | $6,000 | GENERAL SUPPORT |
| FUTURES WITHOUT VIOLENCE | |||||||
| 100 MONTGOMERY STREET THE PRESIDI | SAN FRANCISCO | CA | 94129 | 943110973 | 501(c)(3) | $7,500 | GENERAL SUPPORT |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 ROCKVILLE PIKE STE 420 | ROCKVILLE | MD | 20850 | 113158401 | 501(c)(3) | $25,000 | GENERAL SUPPORT |
| FOOD BANK OF SOLANO AND CONTRA COSTA COUNTY | |||||||
| 4010 NELSON AVE | CONCORD | CA | 91520 | 942418054 | 501(c)(3) | $31,000 | GENERAL SUPPORT |
| FOOD BANK OF YOLO COUNTY | |||||||
| 1244 FORTNA AVE | WOODLAND | CA | 95776 | 237111782 | 501(c)(3) | $6,000 | GENERAL SUPPORT |
| FOOD PANTRY OF DAVIS STREET | |||||||
| 3081 TEAGARDEN STREET | SAN LEANDRO | CA | 94577 | 943121699 | 501(c)(3) | $12,500 | GENERAL SUPPORT |
| MARCH OF DIMES | |||||||
| PO BOX 1657 | WilkesBarre | PA | 187031657 | 131846366 | 501(c)(3) | $135,000 | GENERAL SUPPORT |
| MEDSHARE INTERNATIONAL | |||||||
| 3240 CLIFTON SPRINGS RD | DECATUR | GA | 30034 | 582433968 | 501(c)(3) | $157,500 | GENERAL SUPPORT |
| NATUREBRIDGE | |||||||
| 28 GEARY ST STE 650 | SAN FRANCISCO | CA | 94108 | 942145930 | 501(c)(3) | $7,500 | GENERAL SUPPORT |
| OKIZU FOUNDATION | |||||||
| 16 DIGITAL DRIVE SUITE 100 | NOVATO | CA | 94949 | 680291178 | 501(c)(3) | $25,000 | GENERAL SUPPORT |
| AMBULATORY SURGERY ACCESS | |||||||
| 1119 MARKET ST STE 400 | SAN FRANCISCO | CA | 94103 | 943180356 | 501(c)(3) | $103,750 | GENERAL SUPPORT |
| PLACER FOOD BANK | |||||||
| 8284 Industrial Ave | ROSEVILLE | CA | 95678 | 941740316 | 501(c)(3) | $9,000 | GENERAL SUPPORT |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3320 INDUSTRIAL DRIVE | SANTA ROSA | CA | 95403 | 680121855 | 501(c)(3) | $15,000 | GENERAL SUPPORT |
| RIVER CITY COMMUNITY SERVICES-FOOD BANK | |||||||
| 3311 E CURTIS DR | SACRAMENTO | CA | 95818 | 911851398 | 501(c)(3) | $15,000 | GENERAL SUPPORT |
| SALVATION ARMY | |||||||
| PO BOX 340699 | Sacramento | CA | 95834 | 941170408 | 501(c)(3) | $22,500 | GENERAL SUPPORT |
| SAN FRANCISCO FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | 943041517 | 501(c)(3) | $32,500 | GENERAL SUPPORT |
| SECOND HARVEST FOOD BANK - SANTA CLARA | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | 942614101 | 501(c)(3) | $33,500 | GENERAL SUPPORT |
| SECOND HARVEST FOOD BANK-SANTA CRUZ COUNTY | |||||||
| 800 OHLONE PARKWAY | WATSONVILLE | CA | 95076 | 770326685 | 501(c)(3) | $16,500 | GENERAL SUPPORT |
| SECOND HARVEST FOOD BANK - SAN JOAQUIN | |||||||
| 704 E INDUSTRIAL PARK DR | MANTECA | CA | 95337 | 680376587 | 501(c)(3) | $15,000 | GENERAL SUPPORT |
| SEROTONIN SURGE CHARITIES | |||||||
| 824 Falcon Ave | DAVIS | CA | 956160162 | 680411254 | 501(c)(3) | $37,500 | GENERAL SUPPORT |
| TRACY INTERFAITH MINISTRIES | |||||||
| 311 W GRANT LINE ROAD | TRACY | CA | 95376 | 943150638 | 501(c)(3) | $10,000 | GENERAL SUPPORT |
| VETERANS RESOURCE CENTERS OF AMERICA | |||||||
| 2455 BENNETT VALLEY RD | SANTA ROSA | CA | 95402 | 942699571 | 501(c)(3) | $25,000 | GENERAL SUPPORT |
| SAN FRANCISCO PUBLIC HEALTH FOUNDATION | |||||||
| 375 LAQUNA HONDA BLVD STE B303 | SAN FRANCISCO | CA | 94116 | 943117083 | 501(c)(3) | $10,000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NURSING EXCELLENCE AWARDS | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $5,500 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I, LINE 2 | IN ORDER TO CLOSELY MONITOR EFFICIENCY AND EFFECTIVENESS, THE COMMUNITY BENEFIT FUNCTION OUTLINES MEASURABLE REPORTING (QUARTERLY, SIX-MONTH AND/OR YEAR-END), PROGRAM AND FUNDING REQUIREMENTS IN A MEMORANDUM OF UNDERSTANDING (MOU), BUSINESS SERVICES AGREEMENT (BSA), OR JOINT VENTURE AGREEMENT FOR EACH INVESTMENT MADE WITH A COMMUNITY PARTNER. WHERE IT IS DETERMINED NECESSARY, ADDITIONAL EFFORTS ARE MADE TO MONITOR EFFECTIVENESS AND EFFICIENCY OF INVESTMENTS, WHICH COULD INCLUDE: - QUARTERLY MEETINGS WITH COMMUNITY PARTNERS - E-MAIL AND TELEPHONIC COMMUNICATIONS WITH COMMUNITY PARTNERS - CONTINUED DIALOGUE WITH INVOLVED HOSPITAL STAFF AND COMMUNITY PARTNERS THROUGHOUT DURATION OF PROGRAM - SITE VISITS WITH COMMUNITY PARTNERS - BI-ANNUAL "OUTCOMES" SURVEY (6-MONTH AND YEAR-END OUTCOMES) - REVIEW OF HOSPITAL USAGE AND PATIENT LEVEL DATA - COLLECTION OF PATIENT STORIES AND NARRATIVES - COLLABORATIVE DISCUSSIONS AROUND AD-HOC SUCCESSES AND CHALLENGES THAT ARISE - REPORTING TO INCLUDE YEAR-END FINANCIAL SUMMARY THAT COMPARES ACTUAL EXPENDITURES TO THE FUNDED PROJECT'S BUDGET, INDICATING ANY UNUSED AMOUNT OF GRANT FUNDS. AT THE END OF EACH YEAR/REPORTING PERIOD, COMMUNITY BENEFIT ANALYZES FULL-YEAR DATA TO ENSURE COMMUNITY PARTNERS MET THE OBJECTIVES OUTLINED IN THE MOU OR BSA. IF THE COMMUNITY PARTNERS DID NOT REACH THE ANTICIPATED OUTCOMES, COMMUNITY BENEFIT WORKS TO UNDERSTAND WHAT CIRCUMSTANCES PREVENTED THE ORGANIZATION FROM MEETING THE GOALS TO HELP IDENTIFY WAYS TO IMPROVE OR PERHAPS RE-EVALUATE WHAT SUCCESS OF THIS PROGRAM LOOKS LIKE, AND MAKES THE DETERMINATION TO CONTINUE OR TERMINATE FUNDING. |
| SCHEDULE I, PART III, LINE 1 | SUTTER HEALTH SUPPORTS SEVERAL LOCAL AREA NURSING EDUCATION PROGRAMS. IN 2017, CERTAIN NURSING STUDENT GRADUATES RECEIVED A $500 MONETARY AWARD FOR COMPLETING THE PROGRAM. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SARAH KREVANS | ||||||||||||||
| PRESIDENT & CEO, SUTTER HEALTH | $1,681,729 | $0 | $2,410,475 | $0 | $222,583 | $0 | $1,926,153 | $0 | $25,705 | $0 | $6,266,645 | $0 | $1,297,143 | $0 |
| FLORENCE DI BENEDETTO | ||||||||||||||
| SVP & GENERAL COUNSEL/ASST SEC | $668,597 | $0 | $642,173 | $0 | $90,011 | $0 | $341,803 | $0 | $16,352 | $0 | $1,758,936 | $0 | $338,148 | $0 |
| ED ERWIN | ||||||||||||||
| DIR REAL ESTATE SVCS/ASST SEC | $201,869 | $0 | $16,543 | $0 | $1,796 | $0 | $12,072 | $0 | $13,285 | $0 | $245,565 | $0 | $0 | $0 |
| JEFF SPRAGUE | ||||||||||||||
| SVP & CFO | $724,980 | $0 | $778,891 | $0 | $144,710 | $0 | $564,953 | $0 | $20,977 | $0 | $2,234,511 | $0 | $471,045 | $0 |
| PETER ANDERSON | ||||||||||||||
| SVP/CHIEF STRATEGY OFFICER | $637,489 | $0 | $622,090 | $0 | $109,355 | $0 | $103,753 | $0 | $18,526 | $0 | $1,491,213 | $0 | $263,400 | $0 |
| ED BERDICK | ||||||||||||||
| SVP SHARED SVS/CEO SPS (PT-YR) | $809,081 | $0 | $968,516 | $0 | $153,334 | $0 | $134,353 | $0 | $20,279 | $0 | $2,085,563 | $0 | $383,520 | $0 |
| JEFF BURNICH MD | ||||||||||||||
| SVP SH MEDICAL NETWORK | $654,752 | $0 | $637,245 | $0 | $1,350,665 | $0 | $329,912 | $0 | $19,268 | $0 | $2,991,842 | $0 | $263,400 | $0 |
| JAMES CONFORTI | ||||||||||||||
| PRESIDENT, SH VALLEY AREA | $772,743 | $0 | $795,319 | $0 | $359,215 | $0 | $404,353 | $0 | $23,671 | $0 | $2,355,301 | $0 | $693,304 | $0 |
| JEREMY EAVES | ||||||||||||||
| CEO, SUTTER PHYSICIAN SERVICES | $290,186 | $0 | $39,770 | $0 | $6,213 | $0 | $60,403 | $0 | $9,193 | $0 | $405,765 | $0 | $0 | $0 |
| JEFF GERARD | ||||||||||||||
| PRESIDENT, SH BAY AREA | $805,713 | $0 | $829,693 | $0 | $137,724 | $0 | $396,353 | $0 | $19,276 | $0 | $2,188,759 | $0 | $383,520 | $0 |
| JONATHAN MANIS | ||||||||||||||
| SVP & CIO SUTTER HEALTH | $657,523 | $0 | $622,183 | $0 | $261,963 | $0 | $249,603 | $0 | $22,615 | $0 | $1,813,887 | $0 | $515,167 | $0 |
| JILL RAGSDALE | ||||||||||||||
| SVP/CHIEF PEOPLE & CULTURE OFF | $580,783 | $0 | $391,109 | $0 | $18,183 | $0 | $215,903 | $0 | $27,118 | $0 | $1,233,096 | $0 | $131,760 | $0 |
| RISHI SIKKA MD | ||||||||||||||
| PRESIDENT, SH SYSTEM ENTRPRISE | $578,107 | $0 | $134,980 | $0 | $35,554 | $0 | $125,009 | $0 | $17,468 | $0 | $891,118 | $0 | $0 | $0 |
| DON L WREDEN | ||||||||||||||
| SVP PATIENT EXPERIENCE | $659,596 | $0 | $759,355 | $0 | $101,281 | $0 | $206,203 | $0 | $30,236 | $0 | $1,756,671 | $0 | $343,440 | $0 |
| WARREN BROWNER | ||||||||||||||
| CEO, CPMC | $611,509 | $0 | $784,519 | $0 | $92,933 | $0 | $201,153 | $0 | $20,617 | $0 | $1,710,731 | $0 | $332,977 | $0 |
| GRANT DAVIES | ||||||||||||||
| CEO, VALLEY AREA HOSPITALS | $664,382 | $0 | $618,289 | $0 | $78,987 | $0 | $206,353 | $0 | $23,200 | $0 | $1,591,211 | $0 | $319,997 | $0 |
| JOHN GATES | ||||||||||||||
| CFO, BAY AREA | $649,068 | $0 | $445,307 | $0 | $72,037 | $0 | $163,503 | $0 | $18,655 | $0 | $1,348,570 | $0 | $275,667 | $0 |
| STEPHEN H LOCKHART | ||||||||||||||
| SH SVP/CMO | $552,390 | $0 | $543,551 | $0 | $118,462 | $0 | $345,903 | $0 | $28,639 | $0 | $1,588,945 | $0 | $333,715 | $0 |
| ELIZABETH VILARDO-MORGAN | ||||||||||||||
| CEO, BAY AREA FOUNDATIONS | $671,989 | $0 | $551,875 | $0 | $180,525 | $0 | $186,953 | $0 | $23,925 | $0 | $1,615,267 | $0 | $427,933 | $0 |
| PATRICK FRY | ||||||||||||||
| FORMER PRESIDENT & CEO SH | $0 | $0 | $0 | $0 | $2,621 | $1,612,181 | $0 | $0 | $0 | $0 | $2,621 | $1,612,181 | $0 | $0 |
| DAVID BENN | ||||||||||||||
| FORMER REG PRES, CTL VALLEY | $0 | $0 | $263,340 | $0 | $330,634 | $0 | $0 | $0 | $437 | $0 | $594,411 | $0 | $175,560 | $0 |
| MIKE COHILL | ||||||||||||||
| CEO, SMCS | $959 | $0 | $759,945 | $0 | $294,524 | $0 | $85,084 | $0 | $2,014 | $0 | $1,142,526 | $0 | $348,360 | $0 |
| MIKE HELM | ||||||||||||||
| FORMER SVP HUMAN RESOURCES | $0 | $0 | $0 | $0 | $0 | $156,256 | $0 | $0 | $0 | $0 | $0 | $156,256 | $0 | $0 |
| DAVE MAGGENTI | ||||||||||||||
| CFO, SPS | $12,691 | $0 | $163,743 | $0 | $77,032 | $0 | $6,560 | $0 | $1,065 | $0 | $261,091 | $0 | $56,400 | $0 |
| RICHARD SLAVIN MD | ||||||||||||||
| FORMER CEO BAY AREA MED FNDS | $0 | $0 | $256,860 | $0 | $350,609 | $0 | $0 | $0 | $438 | $0 | $607,907 | $0 | $171,240 | $0 |
| JEFFREY SZCZESNY | ||||||||||||||
| VP, HR, VALLEY AREA | $371,606 | $0 | $274,942 | $0 | $33,643 | $0 | $93,503 | $0 | $18,643 | $0 | $792,337 | $0 | $145,693 | $0 |
| CHARLES WIRTH | ||||||||||||||
| FORMER CEO, SPS | $0 | $0 | $0 | $0 | $0 | $125,458 | $0 | $0 | $0 | $0 | $0 | $125,458 | $0 | $0 |
| DAVID BRADLEY | ||||||||||||||
| FORMER REGIONAL PRES, EAST BAY | $0 | $0 | $383,580 | $0 | $354,534 | $0 | $0 | $0 | $438 | $0 | $738,552 | $0 | $255,720 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | RELEVANT INFORMATION REGARDING COMPENSATION ITEMS: FIRST-CLASS TRAVEL: CERTAIN OFFICERS AND KEY EMPLOYEES OF SUTTER HEALTH MAY UPGRADE TO FIRST-CLASS TRAVEL AS BUSINESS NEED DICTATES. UPGRADES ARE CONSIDERED A NECESSARY BUSINESS EXPENSE. TAX INDEMNIFICATION: STANDARD POLICY FOR ALL SUTTER HEALTH EMPLOYEES IS THAT NON-CASH GIFTS AND AWARDS ARE GROSSED-UP FOR TAX PURPOSES. THE AMOUNT OF THE GROSS-UP IS ADDED TO THE EMPLOYEE'S WAGES AND TAXED ACCORDINGLY. HOUSING ALLOWANCE: TWO (2) INDIVIDUALS, RISHI SIKKA AND MIKE COHILL, RECEIVED A HOUSING ALLOWANCE. THE BENEFIT WAS REPORTED AS TAXABLE COMPENSATION ON THEIR W-2S. |
| SCHEDULE J, PART I, LINE 3 | SUPPLEMENTAL COMPENSATION INFORMATION: 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: DAVID BENN RECEIVED SEVERANCE PAYMENTS OF $330,634 DAVID BRADLEY RECEIVED SEVERANCE PAYMENTS OF $354,534 RICHARD SLAVIN, MD RECEIVED SEVERANCE PAYMENTS OF $350,609 |
| 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 HEALTHS 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 AND SOCIAL SECURITY BENEFITS. SUTTERS PLANS ARE DESIGNED CONSISTENT WITH COMPETITIVE INDUSTRY PRACTICES. THE RETIREMENT PLAN FOR SUTTER HEALTH EMPLOYEES IS A COMBINATION OF SOCIAL SECURITY, 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 AND TO ADDRESS THE SHORTFALLS DESCRIBED ABOVE, SUTTER HEALTH MAKES AN ANNUAL CONTRIBUTION TO A NON-QUALIFIED 457(F) PLAN FOR ITS EXECUTIVES. THE FORMULA HAS TWO PARTS: (1) 4% TO 7% OF BASE SALARY (COMMENSURATE WITH MANAGEMENT LEVEL), PLUS (2) A CONTRIBUTION STARTING AT 5% (BASED UPON TENURE) FOR ELIGIBLE EARNINGS BEYOND THE IRS DEFINITION OF INCLUDIBLE COMPENSATION ("PENSION PAY CAP"). THE LATTER OF WHICH IS DESIGNED TO HELP RESTORE LOST PENSION BENEFITS FORFEITED UNDER THE QUALIFIED PENSION PLAN FOR EARNINGS OVER THE PENSION PAY CAP LIMIT. 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 HEALTHS QUALIFIED PENSION PLAN WHERE EMPLOYEE BENEFITS ARE GUARANTEED (I.E., A DEFINED BENEFIT), SUTTERS 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. THE FOLLOWING INDIVIDUALS RECEIVED 457(F) NON-QUALIFIED PAYMENTS DURING THE YEAR: PETER ANDERSON - $87,824 ED BERDICK - $127,769 JEFF BURNICH, MD - $1,342,135 JEFF GERARD - $127,706 DON L. WREDEN - $80,050 PATRICK FRY - $1,612,181 MIKE COHILL - $250,804 DAVE MAGGENTI - $29,220 |
| 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 10% 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. A PORTION OF THE PLAN AWARD IS DISCRETIONARY IN THAT THE SUPERVISOR MAY ADD UP TO 5% TO THE AWARD PROVIDED THE TOTAL AWARD (FORMULA PORTION PLUS DISCRETIONARY) DOES NOT EXCEED THE MAXIMUM ESTABLISHED FOR ANY GIVEN EXECUTIVE. LONG TERM PERFORMANCE PLANS SUTTER HEALTH ALSO EMPLOYS A LONG TERM PERFORMANCE PLAN WHICH IS DESIGNED TO FOCUS ON LONGER TERM STRATEGIC OBJECTIVES OF THE ORGANIZATION. SUTTERS 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. TO ENSURE THAT EXTRAORDINARY EFFORTS BY INDIVIDUALS CAN BE RECOGNIZED AND THAT ACTIONS OF LEADERSHIP ARE CONSISTENT WITH SUPPORTING SUTTER HEALTHS OVERALL MISSION, VISION, AND VALUES, SUTTERS LONG TERM PERFORMANCE PLAN APPROACH ALSO INCORPORATES A COMBINATION OF CEO AND SUTTER HEALTH COMPENSATION COMMITTEE DISCRETION. IN SOME CASES, THE SUTTER HEALTH COMPENSATION COMMITTEE HAS DELEGATED AUTHORITY TO THE PRESIDENT & CEO TO MODIFY INDIVIDUAL AWARDS WITHIN LIMITS THAT HAVE BEEN PRE-APPROVED BY THE SUTTER HEALTH COMPENSATION COMMITTEE. THIS INCLUDES BOTH THE REDUCTION AND INCREASE OF AWARD AMOUNTS. SUCH MODIFICATIONS GENERALLY DO NOT EXCEED +/- 20% AND ARE EMPLOYED JUDICIOUSLY. 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 J, PART I, LINE 8 | CONTRACT ARRANGEMENTS: RISHI SIKKA AND JEREMY EAVES WERE HIRED IN FEBRUARY 2017 AND APRIL 2017, RESPECTIVELY. THEY BOTH RECEIVED SUTTER COMPENSATION COMMITTEE APPROVAL FOR SALARY IN DECEMBER 2017. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUBSTANTIAL CONTRIBUTOR | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SUBSTANTIAL CONTRIBUTOR | RelationshipDescriptionTxt |
| Transaction | $8,507,874 | TransactionAmt |
| Transaction | MEDICAL SERVICES ARRANGEMENT | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
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 | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,385,750 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV OF STOCK | 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, PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1 | MISSION STATEMENT: WE ENHANCE THE WELL-BEING OF PEOPLE IN THE COMMUNITIES WE SERVE THROUGH A NOT-FOR-PROFIT COMMITMENT TO COMPASSION AND EXCELLENCE IN HEALTH CARE SERVICES. |
| FORM 990, PART III, LINE 4 | PROGRAM SERVICE ACCOMPLISHMENTS: SUTTER HEALTH PROVIDES ADMINISTRATIVE AND CONSULTING SERVICES TO ITS AFFILIATES. SUTTER HEALTH DOCTORS, HOSPITALS AND OTHER CAREGIVERS ACROSS MORE THAN 100 NORTHERN CALIFORNIA COMMUNITIES PARTNER WITH EACH OTHER TO ADVANCE OUR MEDICAL SERVICES AND INCREASE PATIENTS ACCESS TO THEM. SUTTER-AFFILIATED HOSPITALS ARE REGIONAL LEADERS IN CARDIAC CARE, WOMEN AND CHILDRENS SERVICES, CANCER CARE, ORTHOPEDICS AND ADVANCED PATIENT SAFETY TECHNOLOGY. SUTTER HEALTHS COMPREHENSIVE NETWORK OF CARE SPANS MORE THAN 20 COUNTIES ACROSS NORTHERN CALIFORNIA, FROM THE OREGON BORDER TO THE SAN JOAQUIN VALLEY AND FROM THE PACIFIC COAST TO THE SIERRA NEVADA FOOTHILLS. OUR NETWORK INCLUDES NINE PHYSICIAN ORGANIZATIONS, TWO DOZEN ACUTE CARE HOSPITALS AND A WIDE ARRAY OF MEDICAL RESEARCH FACILITIES, TRAINING PROGRAMS, CARE CENTERS AND SPECIALTY SERVICES. THE SUTTER HEALTH SYSTEM CONSISTS OF: * 53,000 EMPLOYEES AND 5,500 PHYSICIANS * 5,000 VOLUNTEERS * 24 ACUTE CARE HOSPITALS * 4,259 LICENSED ACUTE CARE BEDS * 36 OUTPATIENT SURGERY CENTERS * 6 CARDIAC CENTERS * 9 CANCER CENTERS * 5 ACUTE REHABILITATION CENTERS * 7 BEHAVIORAL HEALTH CENTERS * 5 TRAUMA CENTERS * 9 NEONATAL INTENSIVE CARE UNITS * MEDICAL RESEARCH CENTERS * HOME HEALTH AND HOSPICE SERVICES * EXPRESS MEDICAL CLINICS * EDUCATION CENTERS AND PHYSICIAN TRAINING PROGRAMS * PHILANTHROPIC PROGRAMS * HEALTH PLAN (SUTTER HEALTH PLUS) 2017 BY THE NUMBERS: * 31,780 BIRTHS * 191,682 DISCHARGES * 868,837 EMERGENCY ROOM VISITS * 586,718 SUTTER CARE AT HOME HEALTH VISITS * 209,923 SUTTER CARE AT HOME HOSPICE VISITS * 184,712 AMBULATORY SURGERY CENTER PROCEDURES AS ONE OF THE NATIONS LEADING NOT-FOR-PROFIT INTEGRATED HEALTH CARE DELIVERY SYSTEM, WE APPROACH CARE FROM A COMMON MISSION OF ENHANCING THE HEALTH AND WELL-BEING OF PEOPLE IN THE COMMUNITIES WE SERVE THROUGH A NOT-FOR-PROFIT COMMITMENT TO COMPASSION AND EXCELLENCE. TO HELP CARRY OUT OUR MISSION, WE ARE GUIDED BY SEVEN CORE VALUES: 1. HONESTY AND INTEGRITY 2. EXCELLENCE AND QUALITY 3. COMMUNITY 4. INNOVATION 5. TEAMWORK 6. COMPASSION AND CARING 7. AFFORDABILITY HEADQUARTERED IN SACRAMENTO, A COMMUNITY-BASED BOARD OF DIRECTORS GOVERNS SUTTER HEALTH. TO VIEW A LIST OF SUTTER HEALTH AFFILIATES, PLEASE VIEW FORM 990, SCHEDULE R. |
| FORM 990, PART VI, LINE 1A | THE AFFAIRS AND MANAGEMENT OF SUTTER HEALTH ARE SUPERVISED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD AND TO TRANSACT ALL REGULAR BUSINESS DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, WHO SERVES AS CHAIR OF THE COMMITTEE, THE CHAIR OF THE FINANCE AND PLANNING COMMITTEE, THE SECRETARY, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND AT LEAST ONE DIRECTOR-AT-LARGE OF THE CORPORATION. FORM 990, PART VI, LINE 4 SIGNIFICANT BYLAW CHANGES: IN 2017, THE MAXIMUM NUMBER OF VOTING MEMBERS OF THE GOVERNING BODY HAS BEEN RAISED FROM SIXTEEN TO NINETEEN. 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 RECEIVES AND PROVIDES TRAINING AND EDUCATION TO APPROPRIATE 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 REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT, LEGAL DEPARTMENT, FINANCE, AND THE CFO 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 THAT INCLUDES AN ACKNOWLEDGEMENT THAT THEY HAVE READ THE CONFLICT OF INTEREST POLICY. 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. THE BOARD MAY CONSULT WITH THE OFFICE OF THE GENERAL COUNSEL AS NECESSARY. 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. 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 BOARDS FINAL DISCUSSION AND VOTE. |
| FORM 990, PART VI, LINE 15 | 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 DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATIONS OVERALL MISSION. IN ORDER TO ENSURE EXTERNAL COMPETITIVENESS, NATIONAL, CALIFORNIA AND LOCAL MARKET AREA 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 COMPARABLE ORGANIZATIONS AND GEOGRAPHIC CONSIDERATIONS. 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. ON THE OTHER HAND, BECAUSE CALIFORNIAS UNDERLYING COMPENSATION STRUCTURE IS HIGHER THAN NATIONAL DATA (ESPECIALLY IN THE BAY AREA), REGIONAL PAY ADJUSTMENTS MAY BE MADE. OFFICERS AND KEY EMPLOYEES OF THIS ORGANIZATION UNDERGO A REVIEW AND COMPENSATION COMMITTEE APPROVAL ANNUALLY, AND SUCH APPROVAL IS RECORDED IN THE MINUTES. EXECUTIVE COMPENSATION REVIEW WAS LAST COMPLETED IN DECEMBER 2017. |
| 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 ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| FORM 990, PART X, LINE 20 | SUTTER HEALTH IS A CONDUIT BORROWER OF TAX-EXEMPT BOND ISSUES AND ALLOCATES PORTIONS OF EACH ISSUE TO CERTAIN SUBSIDIARY ORGANIZATIONS OF WHICH IT IS THE SOLE CORPORATE MEMBER. THE OUTSTANDING BOND LIABILITY ALLOCATED TO THESE SUBSIDIARY ORGANIZATIONS IS REPORTED ON EACH SUBSIDIARY ORGANIZATION'S FORM 990, PART X, BALANCE SHEET AND SCHEDULE K. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN FUND BALANCE: EQUITY TRANSFER (NET) $531,831,836 K-1 ACTIVITY (18,800,039) PARTNERSHIP INCOME ON BOOKS 7,190,378 PENSION RELATED CHANGES 91,023,431 OTHER CHANGES IN FUND BALANCE (281,246) -------------- TOTAL $610,964,360 ============== |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SUTTER CONNECT LLC | |||||||||
| 10470 OLD PLACERVILLE ROAD | SACRAMENTO | CA | 95827 | 680209157 | SUPPORT SVCS | CA | $181,289,685 | $56,593,322 | SUTTER HLTH |
| SUTTER OUTPATIENT SERVICES LLC | |||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 454714483 | SUPPORT SVCS | CA | $69,594,738 | $24,941,446 | SUTTER HLTH |
| SUTTER SHARED LAB LLC | |||||||||
| 2950 COLLIER CANYON ROAD | LIVERMORE | CA | 94551 | 475583986 | LAB SERVICES | CA | $38,175,323 | $22,897,264 | SUTTER HLTH |
| SUTTER HEALTH PLAN PRODUCTS ORG LLC | |||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 821766939 | SUPPORT SVCS | CA | $0 | $16,316,654 | SUTTER HLTH |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ADOLESCENT TREATMENT CENTERS INC | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 680088443 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER EBH | Yes (true) |
| BETTER HEALTH EAST BAY FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 510160184 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER EBH | Yes (true) |
| 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) |
| EDEN MEDICAL CENTER | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 942948100 | HEALTHCARE | CA | 501(C)(3) | 10 | SUTTER HLTH | 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) |
| SAMUEL MERRITT UNIVERSITY | ||||||||||
| 450 30TH STREET STE 2840 | OAKLAND | CA | 94609 | 942992642 | UNIVERSITY | CA | 501(C)(3) | 2 | SUTTER EBH | 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 CENTRAL VALLEY HOSPITALS | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 941080917 | HOSPITAL | 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 EAST BAY HOSPITALS | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 941196176 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH | Yes (true) |
| SUTTER EAST BAY MEDICAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 942690415 | HEALTHCARE | CA | 501(C)(3) | 12B - II | SUTTER HLTH | Yes (true) |
| SUTTER HEALTH PACIFIC | ||||||||||
| 91-2301 FT WEAVER RD | EWA BEACH | HI | 96706 | 990298651 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH | 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) |
| 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 SOLANO CHARITABLE FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 942668262 | 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) |
| SUTTER WEST BAY MEDICAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 942948131 | HEALTHCARE | 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) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAGNETIC IMAGING AFFILIATES LLC | ||||||||||||||
| 175 LENNON | WALNUT CREEK | CA | 94598 | 942953833 | PATIENT CARE | CA | SUTTER EBH | |||||||
| SURGERY CENTER OF ALTA BATES SMC | ||||||||||||||
| 3875 TELEGRAPH | OAKLAND | CA | 94609 | 470946086 | PATIENT CARE | CA | SUTTER EBH | |||||||
| ALTA CT SERVICES LP | ||||||||||||||
| 175 LENNON | WALNUT CREEK | CA | 94598 | 943083464 | PATIENT CARE | CA | SUTTER EBH | |||||||
| CALIFORNIA PACIFIC ADV IMAGING LLC | ||||||||||||||
| PO BOX 6102 | NOVATO | CA | 94598 | 562311840 | PATIENT CARE | DE | SUTTER BH | |||||||
| SAN FRANCISCO ENDOSCOPY CENTER | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 912160588 | PATIENT CARE | CA | SUTTER BH | RELATED | $601,553 | $79,692 | false | $0 | Yes (true) | 0.01800 |
| PRESIDIO SURGERY CENTER LLC | ||||||||||||||
| 1635 DIVISADERO | SAN FRANCISCO | CA | 94115 | 320144060 | PATIENT CARE | CA | SUTTER BH | |||||||
| SUTTER FAIRFIELD SURGERY CENTER LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 300233892 | PATIENT CARE | CA | SUTTER VMF | |||||||
| SUTTER AMADOR SURGERY CENTER LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 461398093 | PATIENT CARE | CA | NA | RELATED | $61,799 | $199,644 | false | $0 | Yes (true) | 0.06000 |
| ROSEVILLE ENDOSCOPY CENTER | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 870710513 | PATIENT CARE | CA | NA | |||||||
| STANISLAUS SURGICAL HOSPITAL LLC | ||||||||||||||
| 1421 OAKDALE ROAD | MODESTO | CA | 95355 | 911754157 | PATIENT CARE | CA | NA | |||||||
| MEMORIAL MEDICAL BUILDING 1 | ||||||||||||||
| 1800 COFFEE RD 76 | MODESTO | CA | 95355 | 770234236 | OFFICE RENTAL | CA | SUTTER CVH | |||||||
| MEMORIAL MEDICAL BUILDING 2 | ||||||||||||||
| 1800 COFFEE RD 76 | MODESTO | CA | 95355 | 770287288 | OFFICE RENTAL | CA | SUTTER CVH | |||||||
| MAGNETIC IMAGING AFFILIATES LLC | ||||||||||||||
| 2125 OAK GROVE ROAD | WALNUT CREEK | CA | 94598 | 473696091 | PATIENT CARE | CA | SUTTER EBH | |||||||
| ASC OPERATORS - SANTA ROSA LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 263386169 | CARE MANAGEMENT | CA | SUTTER WBMF | RELATED | $1,220,025 | $2,069,108 | false | $0 | Yes (true) | 0.06000 |
| ASC OPERATORS - SAN LUIS OBISPO LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 272673776 | CARE MANAGEMENT | CA | SUTTER HLTH | RELATED | $2,054,913 | $3,707,884 | false | $0 | Yes (true) | 0.51000 |
| WALNUT CREEK ENDOSCOPY CENTER LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 262169304 | PATIENT CARE | CA | NA | |||||||
| EAST BAY ENDOSCOPY CENTER LP | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 943336277 | PATIENT CARE | DE | NA | |||||||
| ASC OPERATORS - SOUTH BAY LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 461537479 | CARE MANAGEMENT | CA | NA | RELATED | $736,897 | $1,481,440 | false | $0 | Yes (true) | 0.06000 |
| PENINSULA EYE SURGERY CENTER LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 134285230 | PATIENT CARE | CA | NA | |||||||
| PENINSULA ENDOSCOPY CENTER LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 271905059 | PATIENT CARE | CA | NA | RELATED | $664,591 | $1,267,212 | false | $0 | Yes (true) | 0.06000 |
| NORTH BAY REGIONAL SURGERY CENTER LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 208633751 | PATIENT CARE | CA | NA | RELATED | $548,168 | $377,206 | false | $0 | Yes (true) | 0.06363 |
| DRZ EMERGING MARKETS LP | ||||||||||||||
| 250 PARK AVE SOUTH SUITE 250 | WINTER PARK | FL | 32789 | 611729868 | INVESTMENTS | FL | SUTTER HLTH | RELATED | -$967,113 | $45,511,627 | false | $0 | false | 0.85283 |
| ASC OPERATORS - SAN FRANCISCO LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 275447186 | CARE MANAGEMENT | CA | NA | RELATED | $1,309,693 | $275,761 | false | $0 | Yes (true) | 0.06000 |
| GOLDEN GATE ENDOSCOPY CENTER LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 201467388 | PATIENT CARE | CA | NA | |||||||
| ASC OPERATORS LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 208970704 | CARE MANAGEMENT | CA | NA | RELATED | $4,700,909 | $5,598,917 | false | $0 | Yes (true) | 0.06000 |
| SANTA BARBARA ENDOSCOPY CENTER LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 912165231 | PATIENT CARE | CA | NA | |||||||
| SAN LUIS OBISPO SURGERY CENTER LP | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 770109991 | PATIENT CARE | CA | NA | |||||||
| REDDING SURGERY CENTER LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 383897570 | PATIENT CARE | CA | NA | |||||||
| LA JOLLA ORTHOPEDIC SURGERY CENTER LLC | ||||||||||||||
| 4120 LA JOLLA VILLAGE DRIVE | LA JOLLA | CA | 92037 | 364397467 | PATIENT CARE | CA | SOS | RELATED | $2,067,319 | $3,017,265 | false | $0 | Yes (true) | 0.54537 |
| LA JOLLA ORTHOPAEDIC SURGERY CENTER LP | ||||||||||||||
| 4120 LA JOLLA VILLAGE DRIVE | LA JOLLA | CA | 92037 | 364409551 | PATIENT CARE | CA | NA | |||||||
| CARLSBAD SURGERY CENTER LLC | ||||||||||||||
| 6121 PASEO DEL NORTE STE 100 | CARLSBAD | CA | 92011 | 201413484 | PATIENT CARE | CA | SOS | RELATED | $2,361,549 | $2,297,840 | false | $0 | Yes (true) | 0.51172 |
| COAST CTR FOR ORTHOPEDIC & ARTHROSCOPIC | ||||||||||||||
| 3444 KEARNY VILLA ROAD | SAN DIEGO | CA | 92123 | 330839637 | PATIENT CARE | CA | SOS | RELATED | $1,335,888 | $3,516,586 | false | $0 | Yes (true) | 0.51230 |
| OTAY LAKES SURGERY CENTER LLC | ||||||||||||||
| 955 LANE AVE SUITE 100 | CHULA VISTA | CA | 91914 | 200794766 | PATIENT CARE | CA | SOS | RELATED | $1,064,811 | $3,134,346 | false | $0 | Yes (true) | 0.52740 |
| SOUTH PLACER SURGERY CENTER LP | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 421540694 | PATIENT CARE | CA | NA | |||||||
| SACRAMENTO SURGERY CENTER ASSOCIATES LP | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 680516588 | PATIENT CARE | CA | NA | |||||||
| FORT SUTTER SURGERY CENTER LP | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 680116391 | PATIENT CARE | CA | NA | |||||||
| SUTTER ALHAMBRA SURGERY CENTER LP | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 631221949 | PATIENT CARE | CA | NA | |||||||
| AUBURN SURGICAL CENTER LP | ||||||||||||||
| 3123 PROFESSIONAL DRIVE STE 100 | AUBURN | CA | 95603 | 680325118 | PATIENT CARE | CA | NA | RELATED | $5,619 | $41,053 | false | $0 | false | 0.02343 |
| STRATEGIC COMMODITIES FUND LLC | ||||||||||||||
| 257 PARK AVE SOUTH SUITE 700 | NEW YORK | NY | 10010 | 562493292 | INVESTMENTS | NY | SUTTER HLTH | EXCLUDED | $5,511,463 | $166,806,520 | false | $0 | false | 0.88080 |
| ICG CREDIT OPPORTUNITIES FUND LP | ||||||||||||||
| 11111 SANTA MONICA BLVD SUITE 2100 | LOS ANGELES | CA | 90025 | 814220441 | INVESTMENTS | CA | SUTTER HLTH | EXCLUDED | $0 | -$295,315 | false | $0 | false | 0.78844 |
| MADISON INTERNATIONAL GLOBAL VALUE REAL | ||||||||||||||
| 410 PARK AVENUE 10TH FLOOR | NEW YORK | NY | 10022 | 981310251 | INVESTMENTS | NY | SUTTER HLTH | EXCLUDED | $0 | -$181,818 | false | $0 | false | 0.99008 |
| ASC OPERATORS - EAST BAY | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 271722489 | CARE MANAGEMENT | CA | NA | RELATED | $985,754 | $319,403 | false | $0 | Yes (true) | 0.06000 |
| EHC SURGERY CENTER LLC | ||||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 943214614 | PATIENT CARE | CA | NA | RELATED | -$76,371 | $454,913 | false | $0 | Yes (true) | 0.06000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUTTER HEALTH DEFERRED COMP PLANS' TRUST | |||||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 276851989 | RABBI TRUST | CA | SUTTER HTLH | TRUST | $1,238,150 | $105,778,253 | 1.00000 | Yes (true) | |
| NORTHWOOD EUROPE TE FEEDER LP | |||||||||||||
| 1819 WAZEE ST 2ND FLOOR | DENVER | CO | 90202 | 981272216 | HOLDING COMPANY | SUTTER HTLH | C CORP | $90,196 | $2,348,898 | 1.00000 | Yes (true) | CJ | |
| HEALTH VENTURES INC | |||||||||||||
| 350 HAWTHORNE AVE | OAKLAND | CA | 94609 | 942918780 | HEALTH SERVICES | CA | SUTTER EBH | C CORP | Yes (true) | ||||
| 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 | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | 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 | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (199 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ASC Operators - East Bay LLC | ||
| l | $797,262 | FMV |
| ASC Operators - East Bay LLC | ||
| q | $496,927 | FMV |
| ASC Operators LLC | ||
| l | $4,046,681 | FMV |
| ASC Operators LLC | ||
| q | $184,057 | FMV |
| ASC Operators-San Francisco LLC | ||
| l | $1,122,635 | FMV |
| ASC Operators-San Francisco LLC | ||
| q | $420,503 | FMV |
| ASC Operators-Santa Rosa LLC | ||
| l | $926,994 | FMV |
| ASC Operators-South Bay LLC | ||
| l | $564,051 | FMV |
| Auburn Surgical Center LP | ||
| l | $240,941 | FMV |
| Auburn Surgical Center LP | ||
| o | $1,856,827 | FMV |
| Auburn Surgical Center LP | ||
| p | $70,997 | FMV |
| Auburn Surgical Center LP | ||
| q | $2,693,742 | FMV |
| Better Health East Bay Foundation | ||
| c | $469,268 | FMV |
| Better Health East Bay Foundation | ||
| l | $369,136 | FMV |
| Better Health East Bay Foundation | ||
| o | $531,387 | FMV |
| Better Health East Bay Foundation | ||
| r | $51,280 | FMV |
| Carlsbad Surgery Center LLC | ||
| l | $687,502 | FMV |
| Carlsbad Surgery Center LLC | ||
| o | $2,501,352 | FMV |
| Carlsbad Surgery Center LLC | ||
| p | $69,237 | FMV |
| Carlsbad Surgery Center LLC | ||
| q | $5,190,434 | FMV |
| Carlsbad Surgery Center LLC | ||
| s | $1,375,016 | FMV |
| Coast Center For Orthopedic and Arthroscopic | ||
| l | $545,790 | FMV |
| Coast Center For Orthopedic and Arthroscopic | ||
| o | $1,956,974 | FMV |
| Coast Center For Orthopedic and Arthroscopic | ||
| p | $70,404 | FMV |
| Coast Center For Orthopedic and Arthroscopic | ||
| q | $3,300,584 | FMV |
| Coast Center For Orthopedic and Arthroscopic | ||
| r | $113,141 | FMV |
| Coast Center For Orthopedic and Arthroscopic | ||
| s | $845,295 | FMV |
| East Bay Endoscopy Center LP | ||
| o | $1,664,800 | FMV |
| East Bay Endoscopy Center LP | ||
| p | $60,133 | FMV |
| East Bay Endoscopy Center LP | ||
| q | $2,581,978 | FMV |
| East Bay Perinatal Center | ||
| l | $189,601 | FMV |
| East Bay Perinatal Center | ||
| q | $238,457 | FMV |
| Fort Sutter Surgery Center LP | ||
| l | $277,478 | FMV |
| Fort Sutter Surgery Center LP | ||
| o | $8,825,939 | FMV |
| Fort Sutter Surgery Center LP | ||
| p | $254,297 | FMV |
| Fort Sutter Surgery Center LP | ||
| q | $13,408,688 | FMV |
| Golden Gate Endoscopy Center LLC | ||
| o | $2,292,820 | FMV |
| Golden Gate Endoscopy Center LLC | ||
| p | $63,603 | FMV |
| Golden Gate Endoscopy Center LLC | ||
| q | $3,755,156 | FMV |
| Health Ventures Inc | ||
| l | $183,788 | FMV |
| Health Ventures Inc | ||
| q | $2,097,609 | FMV |
| Health Ventures Inc | ||
| s | $2,001,698 | FMV |
| La Jolla Orthopedic Surgery Center LLC | ||
| l | $866,495 | FMV |
| La Jolla Orthopedic Surgery Center LLC | ||
| o | $2,966,324 | FMV |
| La Jolla Orthopedic Surgery Center LLC | ||
| p | $120,675 | FMV |
| La Jolla Orthopedic Surgery Center LLC | ||
| q | $7,671,559 | FMV |
| La Jolla Orthopedic Surgery Center LLC | ||
| s | $1,470,579 | FMV |
| Medical Center Magnetic Image LLC | ||
| q | $100,992 | FMV |
| Mills Peninsula Hospital Foundation | ||
| c | $74,130 | FMV |
| Mills Peninsula Hospital Foundation | ||
| o | $368,365 | FMV |
| North Bay Regional Surgery Center LLC | ||
| j | $661,713 | FMV |
| North Bay Regional Surgery Center LLC | ||
| l | $714,359 | FMV |
| North Bay Regional Surgery Center LLC | ||
| o | $2,182,374 | FMV |
| North Bay Regional Surgery Center LLC | ||
| q | $3,933,735 | FMV |
| Otay Lakes Surgery Center LLC | ||
| l | $428,858 | FMV |
| Otay Lakes Surgery Center LLC | ||
| o | $1,938,191 | FMV |
| Otay Lakes Surgery Center LLC | ||
| q | $3,142,926 | FMV |
| Otay Lakes Surgery Center LLC | ||
| s | $369,183 | FMV |
| Peninsula Endoscopy Center LLC | ||
| l | $746,460 | FMV |
| Peninsula Endoscopy Center LLC | ||
| o | $2,676,553 | FMV |
| Peninsula Endoscopy Center LLC | ||
| q | $2,775,145 | FMV |
| Peninsula Eye Surgery Center LLC | ||
| o | $2,537,022 | FMV |
| Peninsula Eye Surgery Center LLC | ||
| p | $99,876 | FMV |
| Peninsula Eye Surgery Center LLC | ||
| q | $6,410,468 | FMV |
| Presidio Surgery Center LLC | ||
| l | $87,870 | FMV |
| Roseville Endoscopy Center LLC | ||
| l | $212,158 | FMV |
| Roseville Endoscopy Center LLC | ||
| o | $2,720,113 | FMV |
| Roseville Endoscopy Center LLC | ||
| q | $3,546,486 | FMV |
| Sacramento Surgery Center Associates LP | ||
| o | $1,316,026 | FMV |
| Sacramento Surgery Center Associates LP | ||
| p | $77,113 | FMV |
| Sacramento Surgery Center Associates LP | ||
| q | $5,136,701 | FMV |
| Samuel Merritt University | ||
| l | $2,040,736 | FMV |
| Samuel Merritt University | ||
| o | $63,505 | FMV |
| Samuel Merritt University | ||
| q | $6,050,304 | FMV |
| San Francisco Endoscopy Center LLC | ||
| l | $452,162 | FMV |
| San Francisco Endoscopy Center LLC | ||
| o | $2,579,287 | FMV |
| San Francisco Endoscopy Center LLC | ||
| p | $60,644 | FMV |
| San Francisco Endoscopy Center LLC | ||
| q | $6,063,117 | FMV |
| San Leandro Surgery Center LP | ||
| l | $618,665 | FMV |
| San Leandro Surgery Center LP | ||
| o | $3,112,561 | FMV |
| San Leandro Surgery Center LP | ||
| p | $62,182 | FMV |
| San Leandro Surgery Center LP | ||
| q | $4,194,132 | FMV |
| Santa Rosa Surgery Center LP | ||
| l | $253,015 | FMV |
| Santa Rosa Surgery Center LP | ||
| o | $8,267,298 | FMV |
| Santa Rosa Surgery Center LP | ||
| p | $319,878 | FMV |
| Santa Rosa Surgery Center LP | ||
| q | $16,564,703 | FMV |
| South Placer Surgery Center LP | ||
| l | $380,028 | FMV |
| South Placer Surgery Center LP | ||
| o | $2,391,391 | FMV |
| South Placer Surgery Center LP | ||
| p | $102,851 | FMV |
| South Placer Surgery Center LP | ||
| q | $6,068,435 | FMV |
| Sutter Alhambra Surgery Center LP | ||
| l | $189,911 | FMV |
| Sutter Alhambra Surgery Center LP | ||
| o | $3,616,281 | FMV |
| Sutter Alhambra Surgery Center LP | ||
| p | $171,979 | FMV |
| Sutter Alhambra Surgery Center LP | ||
| q | $7,544,351 | FMV |
| Sutter Amador Surgery Center LLC | ||
| l | $183,057 | FMV |
| Sutter Amador Surgery Center LLC | ||
| o | $906,919 | FMV |
| Sutter Amador Surgery Center LLC | ||
| q | $564,459 | FMV |
| Sutter Bay Hospitals | ||
| i | $13,752,672 | FMV |
| Sutter Bay Hospitals | ||
| j | $306,336 | FMV |
| Sutter Bay Hospitals | ||
| k | $64,678 | FMV |
| Sutter Bay Hospitals | ||
| l | $347,346,224 | FMV |
| Sutter Bay Hospitals | ||
| o | $25,312,538 | FMV |
| Sutter Bay Hospitals | ||
| p | $21,028,057 | FMV |
| Sutter Bay Hospitals | ||
| q | $530,980,868 | FMV |
| Sutter Bay Hospitals | ||
| r | $905,878,678 | FMV |
| Sutter Bay Hospitals | ||
| s | $889,564,360 | FMV |
| Sutter Bay Medical Foundation | ||
| c | $900,979 | FMV |
| Sutter Bay Medical Foundation | ||
| i | $19,163,282 | FMV |
| Sutter Bay Medical Foundation | ||
| l | $220,213,795 | FMV |
| Sutter Bay Medical Foundation | ||
| m | $815,596 | FMV |
| Sutter Bay Medical Foundation | ||
| o | $6,822,331 | FMV |
| Sutter Bay Medical Foundation | ||
| p | $9,618,010 | FMV |
| Sutter Bay Medical Foundation | ||
| q | $183,439,106 | FMV |
| Sutter Bay Medical Foundation | ||
| r | $60,246,416 | FMV |
| Sutter Bay Medical Foundation | ||
| s | $393,162,466 | FMV |
| Sutter Central Valley Hospitals | ||
| i | $156,405 | FMV |
| Sutter Central Valley Hospitals | ||
| l | $30,540,785 | FMV |
| Sutter Central Valley Hospitals | ||
| o | $2,475,125 | FMV |
| Sutter Central Valley Hospitals | ||
| p | $819,436 | FMV |
| Sutter Central Valley Hospitals | ||
| q | $23,833,298 | FMV |
| Sutter Central Valley Hospitals | ||
| r | $94,956,019 | FMV |
| Sutter Central Valley Hospitals | ||
| s | $160,991,842 | FMV |
| Sutter Coast Hospital | ||
| i | $532,685 | FMV |
| Sutter Coast Hospital | ||
| l | $12,692,433 | FMV |
| Sutter Coast Hospital | ||
| o | $1,251,063 | FMV |
| Sutter Coast Hospital | ||
| p | $329,118 | FMV |
| Sutter Coast Hospital | ||
| q | $16,513,323 | FMV |
| Sutter Coast Hospital | ||
| r | $8,200,833 | FMV |
| Sutter Coast Hospital | ||
| s | $8,813,934 | FMV |
| Sutter East Bay Hospitals | ||
| i | $3,211,142 | FMV |
| Sutter East Bay Hospitals | ||
| l | $167,940,327 | FMV |
| Sutter East Bay Hospitals | ||
| o | $5,416,861 | FMV |
| Sutter East Bay Hospitals | ||
| p | $16,549,636 | FMV |
| Sutter East Bay Hospitals | ||
| q | $189,694,547 | FMV |
| Sutter East Bay Hospitals | ||
| r | $636,959,899 | FMV |
| Sutter East Bay Hospitals | ||
| s | $716,280,776 | FMV |
| Sutter East Bay Medical Foundation | ||
| l | $14,841,755 | FMV |
| Sutter East Bay Medical Foundation | ||
| o | $123,128 | FMV |
| Sutter East Bay Medical Foundation | ||
| p | $462,083 | FMV |
| Sutter East Bay Medical Foundation | ||
| q | $6,423,944 | FMV |
| Sutter East Bay Medical Foundation | ||
| r | $55,832,936 | FMV |
| Sutter East Bay Medical Foundation | ||
| s | $23,733,575 | FMV |
| Sutter Fairfield Surgery Center LLC | ||
| l | $544,894 | FMV |
| Sutter Fairfield Surgery Center LLC | ||
| o | $196,585 | FMV |
| Sutter Fairfield Surgery Center LLC | ||
| p | $142,502 | FMV |
| Sutter Fairfield Surgery Center LLC | ||
| q | $7,044,570 | FMV |
| Sutter Fairfield Surgery Center LLC | ||
| r | $86,649 | FMV |
| Sutter Health Pacific | ||
| o | $434,687 | FMV |
| Sutter Health Pacific | ||
| p | $3,932,530 | FMV |
| Sutter Health Pacific | ||
| q | $4,206,474 | FMV |
| Sutter Health Pacific | ||
| r | $2,500,000 | FMV |
| Sutter Health Pacific | ||
| s | $2,200,000 | FMV |
| Sutter Health Plan | ||
| l | $2,900,543 | FMV |
| Sutter Health Plan | ||
| o | $5,567,581 | FMV |
| Sutter Health Plan | ||
| p | $428,764 | FMV |
| Sutter Health Plan | ||
| q | $4,161,069 | FMV |
| Sutter Health Plan | ||
| r | $36,030,574 | FMV |
| Sutter Health Plan | ||
| s | $150,541 | FMV |
| Sutter Insurance Services Corporation | ||
| l | $8,573,565 | FMV |
| Sutter Insurance Services Corporation | ||
| p | $3,736,160 | FMV |
| Sutter Insurance Services Corporation | ||
| q | $3,654,921 | FMV |
| Sutter Insurance Services Corporation | ||
| s | $278,654 | FMV |
| Sutter Valley Hospitals | ||
| i | $6,794,819 | FMV |
| Sutter Valley Hospitals | ||
| k | $841,808 | FMV |
| Sutter Valley Hospitals | ||
| l | $333,645,657 | FMV |
| Sutter Valley Hospitals | ||
| o | $20,780,774 | FMV |
| Sutter Valley Hospitals | ||
| p | $20,188,475 | FMV |
| Sutter Valley Hospitals | ||
| q | $437,610,081 | FMV |
| Sutter Valley Hospitals | ||
| r | $689,133,498 | FMV |
| Sutter Valley Hospitals | ||
| s | $1,097,856,067 | FMV |
| Sutter Valley Medical Foundation | ||
| i | $2,218,991 | FMV |
| Sutter Valley Medical Foundation | ||
| l | $166,920,323 | FMV |
| Sutter Valley Medical Foundation | ||
| m | $74,071 | FMV |
| Sutter Valley Medical Foundation | ||
| o | $15,445,515 | FMV |
| Sutter Valley Medical Foundation | ||
| p | $6,315,609 | FMV |
| Sutter Valley Medical Foundation | ||
| q | $140,169,398 | FMV |
| Sutter Valley Medical Foundation | ||
| r | $14,995,814 | FMV |
| Sutter Valley Medical Foundation | ||
| s | $148,609,950 | FMV |
| Sutter Visiting Nurse Association and Hospice | ||
| i | $102,725 | FMV |
| Sutter Visiting Nurse Association and Hospice | ||
| j | $166,137 | FMV |
| Sutter Visiting Nurse Association and Hospice | ||
| l | $27,214,743 | FMV |
| Sutter Visiting Nurse Association and Hospice | ||
| m | $10,739,841 | FMV |
| Sutter Visiting Nurse Association and Hospice | ||
| o | $3,137,515 | FMV |
| Sutter Visiting Nurse Association and Hospice | ||
| p | $1,264,876 | FMV |
| Sutter Visiting Nurse Association and Hospice | ||
| q | $57,279,421 | FMV |
| Sutter Visiting Nurse Association and Hospice | ||
| r | $647,930 | FMV |
| Sutter Visiting Nurse Association and Hospice | ||
| s | $9,228,087 | FMV |
| Sutter West Bay Medical Foundation | ||
| i | $1,054,634 | FMV |
| Sutter West Bay Medical Foundation | ||
| j | $528,774 | FMV |
| Sutter West Bay Medical Foundation | ||
| l | $19,843,646 | FMV |
| Sutter West Bay Medical Foundation | ||
| m | $222,561 | FMV |
| Sutter West Bay Medical Foundation | ||
| o | $854,748 | FMV |
| Sutter West Bay Medical Foundation | ||
| p | $677,908 | FMV |
| Sutter West Bay Medical Foundation | ||
| q | $13,275,442 | FMV |
| Sutter West Bay Medical Foundation | ||
| r | $73,939,526 | FMV |
| Sutter West Bay Medical Foundation | ||
| s | $27,776,145 | FMV |
| Walnut Creek Endoscopy Center LLC | ||
| o | $1,324,130 | FMV |
| Walnut Creek Endoscopy Center LLC | ||
| p | $78,624 | FMV |
| Walnut Creek Endoscopy Center LLC | ||
| q | $2,003,279 | FMV |