SUTTER HEALTH ALLIANCE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SUTTER HEALTH ALLIANCE (EIN 46-1183948)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201803179349307560
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T18:18:07-06:00 | 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 | 560 MISSION ST STE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461183948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTTER HEALTH PLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRIAN FELLNER | InCareOfNm |
| Business Name Control | SUTT | BusinessNameControlTxt |
| Phone | 9162866665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SH TAX 2200 RIVER PLAZA DRIVE | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN FELLNER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVA NITTA | PreparerPersonNm |
| PTIN | P01286320 | PTIN |
| Phone | 4158948000 | 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 | 68127220183175000029 | 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
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTTER HEALTH PLUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHIL JACKSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 RIVER PLAZA DRIVE | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $336,016,644 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.SUTTERHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE SPECIFIC AND PRIMARY PURPOSE OF THIS CORPORATION IS TO SUPPORT OR BENEFIT SUTTER HEALTH AND ITS CHARITABLE SUBSIDIARIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 122 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $208,842,324 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $335,784,054 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,149 | PYInvestmentIncomeAmt |
| CY Investment Income | $227,045 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,279 | PYOtherRevenueAmt |
| CY Other Revenue | $5,545 | CYOtherRevenueAmt |
| PY Total Revenue | $208,877,752 | PYTotalRevenueAmt |
| CY Total Revenue | $336,016,644 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $336,999 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $302,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,311,489 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,921,224 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $233,818,178 | PYOtherExpensesAmt |
| CY Other Expenses | $340,654,751 | CYOtherExpensesAmt |
| PY Total Expenses | $249,466,666 | PYTotalExpensesAmt |
| CY Total Expenses | $359,877,975 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$40,588,914 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$23,861,331 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,233,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $98,018,484 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $63,144,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,850,927 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,089,706 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,167,557 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SPECIFIC AND PRIMARY PURPOSE OF THIS CORPORATION IS TO SUPPORT OR BENEFIT SUTTER HEALTH AND ITS CHARITABLE SUBSIDIARIES BY PROVIDING REASONABLY PRICED COMPREHENSIVE HEALTHCARE COVERAGE OPTIONS TO OUR SOCIALLY AND ECONOMICALLY DIVERSE COMMUNITIES THAT WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $322,939,511 | ExpenseAmt |
| Grant | $302,000 | GrantAmt |
| Revenue | $335,784,054 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $322,939,511 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 174 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 122 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN FELLNER | PersonNm |
| Phone | 9166431245 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 | ||||||||||
| TRUSTEE, SH BOARD MEMBER | 1.0 | 7.0 | Yes (X) | $0 | $27,500 | $0 | ||||
| DAVE COMARCHERO | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARJORIE GINSBERG | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JIM GRAY | ||||||||||
| TRUSTEE, CHAIR FINANCE & PLAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| PHIL JACKSON | ||||||||||
| CEO, SUTTER HEALTH PLAN | 40.0 | 0.0 | Yes (X) | $0 | $526,857 | $100,962 | Yes (X) | |||
| SARAH KREVANS | ||||||||||
| CHAIR,PRES & CEO SUTTER HEALTH | 2.0 | 40.0 | Yes (X) | $0 | $4,314,787 | $1,951,858 | Yes (X) | |||
| TRACY MESSINEO | ||||||||||
| TRUSTEE, PRESIDENT SHP (PT-YR) | 40.0 | 0.0 | Yes (X) | $0 | $740,274 | $124,338 | Yes (X) | |||
| STEVE PLEAU | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHERYL SCOTT | ||||||||||
| TRUSTEE, SH BOARD MEMBER | 1.0 | 7.0 | Yes (X) | $0 | $32,083 | $0 | ||||
| PETER VALENZUELA | ||||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SHELLY BOEHM | ||||||||||
| CFO, SH PLAN (PART YEAR) | 30.0 | 10.0 | $0 | $457,885 | $37,232 | Yes (X) | ||||
| BRIAN FELLNER | ||||||||||
| CFO, SH PLAN (PART YEAR) | 40.0 | 0.0 | $0 | $209,622 | $22,951 | Yes (X) | ||||
| GRETCHEN LACHANCE | ||||||||||
| SECRETARY & ASSIST GEN COUNSEL | 2.0 | 40.0 | $0 | $257,621 | $33,000 | Yes (X) | ||||
| PETER BERGAMO | ||||||||||
| EXC DIR, STRAT, BUS DEV & ED | 40.0 | 0.0 | $109,589 | $92,629 | $29,840 | Yes (X) | ||||
| ROBERT J CARNAROLI | ||||||||||
| VP, SALES SUTTER HEALTH PLAN | 40.0 | 0.0 | $0 | $435,107 | $63,565 | Yes (X) | ||||
| MONICA MAJORS | ||||||||||
| VP, MKTG & STRTG SALES SH PLAN | 40.0 | 0.0 | $0 | $408,554 | $66,166 | Yes (X) | ||||
| JENNIFER A NUOVO MD | ||||||||||
| CME, SUTTER HEALTH PLAN | 40.0 | 0.0 | $0 | $649,823 | $72,920 | Yes (X) | ||||
| JENNIFER SCHIRMER | ||||||||||
| VP, OPERATIONS, SHP | 40.0 | 0.0 | $0 | $425,824 | $66,465 | Yes (X) | ||||
| ALICIA AGUILERA | ||||||||||
| ACCOUNT MANAGER | 40.0 | 0.0 | $199,271 | $0 | $16,761 | Yes (X) | ||||
| JILL A GLENN | ||||||||||
| DIRECTOR UTIL. & CASE MGMT | 40.0 | 0.0 | $202,219 | $0 | $29,866 | Yes (X) | ||||
| JILL M KELLEY | ||||||||||
| ACCOUNT MANAGER | 40.0 | 0.0 | $257,671 | $0 | $25,623 | Yes (X) | ||||
| JACKIE R NOLEN | ||||||||||
| DIRECTOR, BENEFIT ADMIN. | 40.0 | 0.0 | $207,994 | $0 | $22,080 | Yes (X) | ||||
| SUSAN STEPHENSON | ||||||||||
| DIRECTOR, NCQA/HEDIS | 40.0 | 0.0 | $193,753 | $0 | $29,280 | Yes (X) | ||||
| PATRICK FRY | ||||||||||
| FORMER CHAIR & SH PRES & CEO | 0.0 | 0.0 | $0 | $1,614,802 | $0 | Yes (X) | ||||
| PETER ANDERSON | ||||||||||
| SH VP STRATEGY & BUS. DEVELOP. | 0.0 | 40.0 | $0 | $1,368,934 | $122,279 | Yes (X) | ||||
| DENNIS BALMER | ||||||||||
| DIRECTOR OF FINANCE, SH PLAN | 40.0 | 0.0 | $168,971 | $0 | $23,025 | Yes (X) | ||||
| SUZANNE CHAMMOUT | ||||||||||
| SH OFFICE OF GEN COUNCIL | 0.0 | 40.0 | $0 | $180,299 | $14,678 | Yes (X) | ||||
| STEPHEN NOLTE | ||||||||||
| FORMER PRESIDENT SH PLAN | 0.0 | 0.0 | $0 | $517,218 | $438 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,339,468 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $12,259,819 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,853,327 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | 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 |
|---|---|---|---|---|---|
| HEALTHEDGE SOFTWARE INC | |||||
| PO BOX 347589 | PITTSBURGH | PA | 152514816 | CONSULTING | $2,516,112 |
| ITC INFOTECH USA INC | |||||
| 12 ROUTE 17 NO STE 303 | PARAMUS | NJ | 07652 | CONSULTING | $1,040,960 |
| KEENAN AND ASSOCIATES | |||||
| PO BOX 4328 | TORRANCE | CA | 90510 | INSURANCE SVCS | $624,528 |
| HIGH POINT SOLUTIONS LLC | |||||
| 301 E GERMANTOWN PIKE | EAST NORRITON | PA | 19401 | CONSULTING | $460,518 |
| RON FILICE ENTERPRISES INC | |||||
| 738 NO FIRST ST STE 202 | SAN JOSE | CA | 95112 | INSURANCE SVCS | $442,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREMIUM REVENUE | Desc |
| Business | 524114 | BusinessCd |
| Total Revenue Column | $335,784,054 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $335,784,054 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $335,784,054 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,045 | TotalRevenueColumnAmt |
| Exclusion | $227,045 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| REBATES & REFUNDS | 900099 | $5,136 | $5,136 |
| PURCHASE DISCOUNTS | 900099 | $43 | $43 |
| ALL OTHER REVENUE | 900099 | $366 | $366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,545 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $336,016,644 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $335,784,054 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $232,590 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,000 | TotalAmt |
| Program Services | $302,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | 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 | $3,158,463 | TotalAmt |
| Management And General | $3,158,463 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,399,471 | TotalAmt |
| Management And General | $8,399,471 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,548 | TotalAmt |
| Management And General | $680,548 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,922,741 | TotalAmt |
| Management And General | $5,922,741 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760,001 | TotalAmt |
| Management And General | $760,001 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,388,169 | TotalAmt |
| Management And General | $2,388,169 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,270 | TotalAmt |
| Management And General | $1,176,270 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,034 | TotalAmt |
| Management And General | $351,034 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,892 | TotalAmt |
| Management And General | $5,892 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,349 | TotalAmt |
| Management And General | $29,349 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $613,592 | TotalAmt |
| Management And General | $613,592 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,381 | TotalAmt |
| Management And General | $386,381 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,621 | TotalAmt |
| Management And General | $250,621 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,150 | TotalAmt |
| Management And General | $699,150 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,049 | TotalAmt |
| Management And General | $136,049 | 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 | $29,408 | TotalAmt |
| Management And General | $29,408 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,405 | TotalAmt |
| Program Services | $9,405 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,514 | TotalAmt |
| Management And General | $739,514 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,105,211 | TotalAmt |
| Program Services | $16,005,043 | ProgramServicesAmt |
| Management And General | $100,168 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CLAIMS | $285,135,599 | $285,135,599 | $0 | $0 |
| PURCHASED SERVICES | $8,401,789 | $0 | $8,401,789 | $0 |
| HEALTH INSURANCE TAX | $3,040,190 | $3,040,190 | $0 | $0 |
| INSURANCE BROKER COMMISSIONS | $18,267,034 | $18,267,034 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,890,094 | TotalAmt |
| Program Services | $180,240 | ProgramServicesAmt |
| Management And General | $2,709,854 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,877,975 | TotalAmt |
| Program Services | $322,939,511 | ProgramServicesAmt |
| Management And General | $36,938,464 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,992,604 | BOYAmt |
| EOY | $33,787,298 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,481,899 | BOYAmt |
| EOY | $29,521,602 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,042,967 | BOYAmt |
| EOY | $28,539,804 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,395,574 | BOYAmt |
| EOY | $2,529,598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,932,977 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,292,795 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,320,766 | BOYAmt |
| EOY | $3,640,182 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,233,810 | BOYAmt |
| EOY | $98,018,484 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,533,526 | BOYAmt |
| EOY | $36,061,040 | 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 | $25,752,006 | BOYAmt |
| EOY | $34,543,955 | 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 | $1,858,572 | BOYAmt |
| EOY | $2,245,932 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,144,104 | BOYAmt |
| EOY | $72,850,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,089,706 | BOYAmt |
| EOY | $25,167,557 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,089,706 | BOYAmt |
| EOY | $25,167,557 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,233,810 | BOYAmt |
| EOY | $98,018,484 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$23,861,331 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$66,254 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $36,005,436 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,115,831 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,079,559 | DepreciationAmt |
| Book Value | $3,036,272 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $817,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $213,236 | DepreciationAmt |
| Book Value | $603,910 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $3,640,182 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLES | $1,455,574 |
| INSURANCE/SELF-INSURANCE | $9,666 |
| OTHER LIABILITIES | $780,692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,245,932 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 FOOTNOTE FROM AUDIT: THIS ORGANIZATION WAS PART OF A CONSOLIDATED FINANCIAL SYSTEM AUDIT. THE ASC 740 AUDIT FOOTNOTE DISCLOSURE FOR THE SUTTER SYSTEM IS AS FOLLOWS: SUTTER HEALTH, THE LEGAL ENTITY, AND MANY AFFILIATES HAVE BEEN DETERMINED TO BE EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD AND GENERALLY ARE NOT SUBJECT TO TAXES ON INCOME. CERTAIN ACTIVITIES OF SUTTER ARE SUBJECT TO INCOME TAXES; HOWEVER, SUCH ACTIVITIES ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. WITH RESPECT TO ITS TAXABLE ACTIVITIES, SUTTER RECORDS INCOME TAXES USING THE LIABILITY METHOD, UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LINKED LEARNING ALLIANCE | |||||||
| 1107 9TH ST STE 500 | SACRAMENTO | CA | 95814 | 473798868 | 501(C)(3) | $150,000 | PROGRAM SUPPORT |
| Northern California Center for Well-Being | |||||||
| 101 BROOKWOODE AVE | SANTA ROSA | CA | 95404 | 931144835 | 501(C)(3) | $50,000 | PROGRAM SUPPORT |
| PUENTE DE LA COSTA SUR | |||||||
| PO BOX 554 | PESCADERO | CA | 94060 | 371484262 | 501(C)(3) | $40,000 | PROGRAM SUPPORT |
| SOCIETY OF ST VINCENT DE PAUL-CONTRA COSTA CTY | |||||||
| 2210 GLADSTONE DR | PITTSBURG | CA | 945655101 | 941448577 | 501(C)(3) | $30,000 | PROGRAM SUPPORT |
| STREET LEVEL HEALTH PROJECT | |||||||
| 2501 INTERNATIONAL BLVD | OAKLAND | CA | 94601 | 562324355 | 501(C)(3) | $20,000 | PROGRAM SUPPORT |
| HEAL PROJECT | |||||||
| PO BOX 3051 | HALF MOON BAY | CA | 94019 | 270192940 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS: 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 BAA. 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHIL JACKSON | ||||||||||||||
| CEO, SUTTER HEALTH PLAN | $0 | $485,486 | $0 | $29,300 | $0 | $12,071 | $0 | $87,486 | $0 | $13,476 | $0 | $627,819 | $0 | $0 |
| SARAH KREVANS | ||||||||||||||
| CHAIR,PRES & CEO SUTTER HEALTH | $0 | $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 |
| TRACY MESSINEO | ||||||||||||||
| TRUSTEE, PRESIDENT SHP (PT-YR) | $0 | $373,803 | $0 | $318,350 | $0 | $48,121 | $0 | $103,003 | $0 | $21,335 | $0 | $864,612 | $0 | $154,891 |
| SHELLY BOEHM | ||||||||||||||
| CFO, SH PLAN (PART YEAR) | $0 | $183,063 | $0 | $203,217 | $0 | $71,605 | $0 | $28,140 | $0 | $9,092 | $0 | $495,117 | $0 | $98,263 |
| BRIAN FELLNER | ||||||||||||||
| CFO, SH PLAN (PART YEAR) | $0 | $163,214 | $0 | $45,000 | $0 | $1,408 | $0 | $22,008 | $0 | $943 | $0 | $232,573 | $0 | $0 |
| GRETCHEN LACHANCE | ||||||||||||||
| SECRETARY & ASSIST GEN COUNSEL | $0 | $231,807 | $0 | $25,336 | $0 | $478 | $0 | $13,862 | $0 | $19,138 | $0 | $290,621 | $0 | $0 |
| PETER BERGAMO | ||||||||||||||
| EXC DIR, STRAT, BUS DEV & ED | $109,432 | $77,994 | $0 | $14,473 | $157 | $162 | $6,544 | $4,664 | $9,408 | $9,224 | $125,541 | $106,517 | $0 | $0 |
| ROBERT J CARNAROLI | ||||||||||||||
| VP, SALES SUTTER HEALTH PLAN | $0 | $226,849 | $0 | $203,632 | $0 | $4,626 | $0 | $46,710 | $0 | $16,855 | $0 | $498,672 | $0 | $32,040 |
| MONICA MAJORS | ||||||||||||||
| VP, MKTG & STRTG SALES SH PLAN | $0 | $261,825 | $0 | $120,649 | $0 | $26,080 | $0 | $48,044 | $0 | $18,122 | $0 | $474,720 | $0 | $66,554 |
| JENNIFER A NUOVO MD | ||||||||||||||
| CME, SUTTER HEALTH PLAN | $0 | $374,240 | $0 | $191,743 | $0 | $83,840 | $0 | $70,853 | $0 | $2,067 | $0 | $722,743 | $0 | $96,971 |
| JENNIFER SCHIRMER | ||||||||||||||
| VP, OPERATIONS, SHP | $0 | $280,587 | $0 | $143,511 | $0 | $1,726 | $0 | $48,374 | $0 | $18,091 | $0 | $492,289 | $0 | $39,720 |
| ALICIA AGUILERA | ||||||||||||||
| ACCOUNT MANAGER | $102,773 | $0 | $96,498 | $0 | $0 | $0 | $6,146 | $0 | $10,615 | $0 | $216,032 | $0 | $0 | $0 |
| JILL A GLENN | ||||||||||||||
| DIRECTOR UTIL. & CASE MGMT | $185,797 | $0 | $15,530 | $0 | $892 | $0 | $11,111 | $0 | $18,755 | $0 | $232,085 | $0 | $0 | $0 |
| JILL M KELLEY | ||||||||||||||
| ACCOUNT MANAGER | $141,811 | $0 | $115,809 | $0 | $51 | $0 | $8,480 | $0 | $17,143 | $0 | $283,294 | $0 | $0 | $0 |
| JACKIE R NOLEN | ||||||||||||||
| DIRECTOR, BENEFIT ADMIN. | $189,174 | $0 | $16,143 | $0 | $2,677 | $0 | $11,313 | $0 | $10,767 | $0 | $230,074 | $0 | $0 | $0 |
| SUSAN STEPHENSON | ||||||||||||||
| DIRECTOR, NCQA/HEDIS | $177,215 | $0 | $14,944 | $0 | $1,594 | $0 | $10,597 | $0 | $18,683 | $0 | $223,033 | $0 | $0 | $0 |
| PATRICK FRY | ||||||||||||||
| FORMER CHAIR & SH PRES & CEO | $0 | $0 | $0 | $0 | $0 | $1,614,802 | $0 | $0 | $0 | $0 | $0 | $1,614,802 | $0 | $0 |
| PETER ANDERSON | ||||||||||||||
| SH VP STRATEGY & BUS. DEVELOP. | $0 | $637,489 | $0 | $622,090 | $0 | $109,355 | $0 | $103,753 | $0 | $18,526 | $0 | $1,491,213 | $0 | $263,400 |
| DENNIS BALMER | ||||||||||||||
| DIRECTOR OF FINANCE, SH PLAN | $154,009 | $0 | $12,735 | $0 | $2,227 | $0 | $9,210 | $0 | $13,815 | $0 | $191,996 | $0 | $0 | $0 |
| SUZANNE CHAMMOUT | ||||||||||||||
| SH OFFICE OF GEN COUNCIL | $0 | $154,612 | $0 | $24,544 | $0 | $1,143 | $0 | $9,246 | $0 | $5,432 | $0 | $194,977 | $0 | $0 |
| STEPHEN NOLTE | ||||||||||||||
| FORMER PRESIDENT SH PLAN | $0 | $0 | $0 | $420,348 | $0 | $96,870 | $0 | $0 | $0 | $438 | $0 | $517,656 | $0 | $213,960 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | 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 EMPLOYEES WAGES AND TAXED ACCORDINGLY. |
| SCHEDULE J, PART I, LINE 3 | SUPPLEMENTAL COMPENSATION INFORMATION: THE CEO OF THIS ORGANIZATION IS AN EMPLOYEE OF SUTTER HEALTH, A RELATED TAX-EXEMPT ORGANIZATION. THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTERS EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATIONS 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: STEPHEN NOLTE RECEIVED SEVERANCE PAYMENTS OF $22,223. |
| SCHEDULE J, PART I, LINE 4B | NONQUALIFIED RETIREMENT PLAN: THE PURPOSE OF THE NONQUALIFIED RETIREMENT PLAN IS TO PROVIDE SUTTER HEALTH EXECUTIVES WITH A COMPETITIVE RETIREMENT BENEFIT CONSISTENT WITH SUTTER HEALTH'S OVERALL COMPENSATION PHILOSOPHY FOR ALL EMPLOYEES. CONTRIBUTIONS ARE DESIGNED TAKING INTO CONSIDERATION LOST RETIREMENT BENEFITS THAT WOULD OTHERWISE BE OBTAINED THROUGH THE QUALIFIED PENSION PLAN. SUTTER'S PLANS ARE DESIGNED CONSISTENT WITH COMPETITIVE INDUSTRY PRACTICES. THE RETIREMENT PLAN FOR SUTTER HEALTH EMPLOYEES IS A COMBINATION OF 403(B) EMPLOYER MATCH CONTRIBUTIONS AND QUALIFIED PENSION PLAN BENEFITS. SUTTER HEALTH EXECUTIVES ARE GENERALLY INELIGIBLE FOR EMPLOYER MATCH CONTRIBUTIONS. TO ENSURE A COMPETITIVE RETIREMENT BENEFIT 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 HEALTH'S QUALIFIED PENSION PLAN WHERE EMPLOYEE BENEFITS ARE GUARANTEED (I.E., A DEFINED BENEFIT), SUTTER'S NON-QUALIFIED PLAN BENEFITS ARE NOT GUARANTEED BY SUTTER HEALTH. INVESTMENT RISK IS BORNE BY PARTICIPANTS AND BENEFITS ARE NOT PROTECTED SHOULD SUTTER HEALTH BECOME INSOLVENT. THE FOLLOWING INDIVIDUALS RECEIVED 457(F) NON-QUALIFIED PAYMENTS DURING THE YEAR: JENNIFER A. NUOVO, MD - $49,142 PETER ANDERSON - $87,824 |
| 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 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACCOMPLISHMENTS: SUTTER HEALTH PLAN (DOING BUSINESS AS SUTTER HEALTH PLUS) IS AN AFFILIATE OF THE SUTTER HEALTH SYSTEM, A COMPREHENSIVE NETWORK OF CARE SPANNING MORE THAN 20 COUNTIES ACROSS NORTHERN CALIFORNIA. THE SUTTER 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. WE BELIEVE THAT ALL PEOPLE DESERVE ACCESS TO EXCELLENT MEDICAL CARE - WHOEVER THEY ARE AND WHEREVER THEY LIVE. SUTTER HEALTH DOCTORS, HOSPITALS AND OTHER CAREGIVERS PARTNER WITH EACH OTHER TO ADVANCE OUR MEDICAL SERVICES AND INCREASE PATIENTS ACCESS TO THEM. SUTTER-AFFILIATED HOSPITALS ARE REGIONAL LEADERS IN CARDIAC CARE, WOMENS AND CHILDRENS SERVICES, CANCER CARE, ORTHOPEDICS AND ADVANCED PATIENT SAFETY TECHNOLOGY. THE PRIMARY PURPOSE OF SUTTER HEALTH PLUS IS TO IMPROVE THE HEALTH OF THE COMMUNITY BY INCREASING ACCESS TO SUTTER HEALTHS NETWORK OF HIGH-QUALITY DOCTORS, HOSPITALS AND OTHER HEALTH CARE SERVICES. THE HEALTH PLAN PROMOTES AFFORDABILITY THROUGH THE DELIVERY OF COST-EFFECTIVE HEALTH CARE SERVICES; THIS INCLUDES PARTNERING WITH OUR PROVIDER NETWORK TO IMPROVE QUALITY AND REDUCE COSTS. SUTTER HEALTH PLUS IS LICENSED BY THE DEPARTMENT OF MANAGED HEALTH CARE AS A KNOX-KEENE HEALTH MAINTENANCE ORGANIZATION WITH PLAN COVERAGE BEGINNING IN JANUARY 2014. SUTTER HEALTH PLUS MEMBERS ARE ASSIGNED PRIMARY CARE PROVIDERS EXCLUSIVELY WITH PHYSICIANS THROUGH RELATED SUTTER HEALTH TAX-EXEMPT MEDICAL FOUNDATIONS. SUTTER HEALTH PLUS DEVELOPS ITS PLAN PRODUCTS UNDER A NOT-FOR-PROFIT MISSION WITH A COMMITMENT TO PROVIDE AFFORDABLY PRICED HMO HEALTH PLANS IN ACCORDANCE WITH PATIENT PROTECTION AND AFFORDABLE CARE ACT AND FEDERAL GUIDELINES THAT ALLOW NORTHERN CALIFORNIAS SOCIALLY AND ECONOMICALLY DIVERSE COMMUNITIES TO ACCESS HIGH QUALITY AND ACCESSIBLE CARE AT SUTTER HEALTHS NETWORK OF DOCTORS AND HOSPITALS. SUTTER HEALTH PLUS PARTICIPATES IN ACTIVITIES DESIGNED TO PROMOTE THE GENERAL HEALTH OF COMMUNITIES, PROMOTES AND ENCOURAGE ADVANCEMENT AND IMPROVEMENT OF HIGH-QUALITY AND COST-EFFECTIVE HEALTH CARE SERVICES; AND FACILITATES THE INTERCHANGE OF IDEAS AMONG HEALTH CARE SERVICE ORGANIZATIONS AND COMMUNITIES SERVED. ADDITIONALLY, SUTTER HEALTH PLUS WILL: - PARTICIPATE IN AND SUPPORT THE COMMUNITY BENEFIT EFFORTS OF SUTTER HEALTHS AFFILIATED HOSPITALS AND DOCTORS IN THE SACRAMENTO AND CENTRAL VALLEY AREAS, INCLUDING INCREASING ACCESS TO HEALTH EDUCATION AND CHILD ACCESS TO CARE AND ACTIVITIES; - PARTICIPATE IN NEW CARE MODELS THAT PROMOTE AND ENCOURAGE THE ADVANCEMENT AND IMPROVEMENT OF HIGH QUALITY AND COST-EFFECTIVE CARE SERVICES; - FACILITATE THE INTERCHANGE OF IDEAS AMONG PROVIDER ORGANIZATIONS AND THE COMMUNITIES SERVED THROUGH EDUCATION ACTIVITIES AND ADVANCE THE PLANNING FOR AND DELIVERY OF HIGH QUALITY HEALTH CARE SERVICES IN THE COMMUNITIES SERVED; - ENGAGE IN, CONDUCT OR SUPPORT CHARITABLE, EDUCATIONAL OR SCIENTIFIC ACTIVITIES, AND TO FURTHER SUCH ACTIVITIES AS MAY BE DEEMED ADVISABLE FOR THE ADVANCEMENT OF HEALTH CARE; - PROMOTE OR CARRY ON SUCH OTHER ACTIVITIES AS MAY BE DEEMED ADVISABLE FOR THE BETTERMENT OF THE GENERAL HEALTH OF THE COMMUNITIES SERVED. SUTTER HEALTH PLUS PARTICIPATES IN ACTIVITIES DESIGNED TO PROMOTE THE GENERAL HEALTH OF COMMUNITIES; PROMOTES AND ENCOURAGE ADVANCEMENT AND IMPROVEMENT OF HIGH-QUALITY AND COST-EFFECTIVE HEALTH CARE SERVICES; AND FACILITATES THE INTERCHANGE OF IDEAS AMONG HEALTH CARE SERVICE ORGANIZATIONS AND COMMUNITIES SERVED. |
| FORM 990, PART VI, LINES 6 & 7A | CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS: THIS CORPORATION IS AN AFFILIATE OF SUTTER HEALTH, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. SUTTER HEALTH IS THE SOLE MEMBER WITH THE RIGHT TO ELECT AT LEAST A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, LINE 7B | CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS: SUTTER HEALTH AS THE SOLE MEMBER OF THE ORGANIZATION IS ENTITLED TO EXERCISE FULLY ALL RIGHTS AND PRIVILEGES OF MEMBERS OF NONPROFIT CORPORATIONS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, AND ALL OTHER APPLICABLE LAWS. THE MEMBER HAS THE RIGHTS AND POWERS TO APPOINT (AND REMOVE) MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS, SUBJECT TO THE PROVISIONS OF THE BYLAWS. IN ADDITION, THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS OF THE CORPORATION'S BOARD OF DIRECTORS: A. MERGER, CONSOLIDATION, REORGANIZATION, OR DISSOLUTION OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; B. AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; C. ADOPTION OF OPERATING BUDGETS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY, INCLUDING CONSOLIDATED OR COMBINED BUDGETS OF THE CORPORATION AND ALL SUBSIDIARY ORGANIZATIONS OF THE CORPORATION; D. ADOPTION OF CAPITAL BUDGETS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; E. AGGREGATE OPERATING OR CAPITAL EXPENDITURES ON AN ANNUAL BASIS THAT EXCEED APPROVED OPERATING OR CAPITAL BUDGETS BY A SPECIFIED DOLLAR AMOUNT TO BE DETERMINED FROM TIME TO TIME BY THE GENERAL MEMBER; F. LONG-TERM OR MATERIAL AGREEMENTS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY INCLUDING BUT NOT LIMITED TO, BORROWINGS, EQUITY FINANCINGS, CAPITALIZED LEASES AND INSTALLMENT CONTRACTS; AND PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE OR ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A FAIR MARKET VALUE IN EXCESS OF A DOLLAR AMOUNT TO BE DETERMINED FROM TIME TO TIME BY THE DIRECTORS OF THE GENERAL MEMBER, WHICH SHALL NOT BE LESS THAN 10% OF THE TOTAL ANNUAL ROUTINE CAPITAL BUDGET OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; G. APPOINTMENT OF AN INDEPENDENT AUDITOR AND HIRING OF INDEPENDENT COUNSEL EXCEPT IN CONFLICT SITUATIONS BETWEEN THE GENERAL MEMBER AND THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. H. THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE ENTITY; I. CONTRACTING WITH ANY THIRD PARTY FOR ALL OR SUBSTANTIALLY ALL OF THE MANAGEMENT OF THE ASSETS OR OPERATIONS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. J. APPROVAL OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. THE GENERAL MEMBER SHALL FROM TIME TO TIME DEFINE THE TERM "MAJOR" IN THIS CONTEXT; K. APPROVAL OF STRATEGIC PLANS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; L. ADOPTION OF QUALITY IMPROVEMENT POLICIES NOT IN CONFORMITY WITH POLICIES ESTABLISHED BY THE GENERAL MEMBER; M. ANY SELF DEALING TRANSACTION BETWEEN A DIRECTOR OF THE CORPORATION AND THE CORPORATION OR A SUBSIDIARY OR THE CORPORATION OR AFFILIATE ENTITY OF THE CORPORATION; N. REHIRING, CONTRACTING WITH, OR OTHERWISE COMPENSATING A SUTTER HEALTH EXECUTIVE, OR ANY OFFICER OR MEMBER OF MANAGEMENT OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY AFTER THEIR EMPLOYMENT ENDED. IN ADDITION, THE GENERAL MEMBER SHALL HAVE THE AUTHORITY TO REQUIRE THE PRIOR REVIEW AND APPROVAL OF THOSE ACTIVITIES OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY WHICH THE GENERAL MEMBER DETERMINES TO BE MAJOR ACTIVITIES. "MAJOR ACTIVITIES" SHALL BE THOSE WHICH THE GENERAL MEMBER BY A VOTE OF ITS BOARD OF DIRECTORS HAS DECLARED "MAJOR ACTIVITIES". |
| FORM 990, PART VI, LINE 11B | PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW FORM 990: SUTTER HEALTH HAS A CENTRALIZED TAX DEPARTMENT RESPONSIBLE FOR THE PREPARATION OF THE FORM 990. ANNUALLY THE TAX DEPARTMENT PROVIDES TRAINING AND EDUCATION TO AFFILIATE PERSONNEL WHO ASSIST THE TAX DEPARTMENT IN COLLECTING AND REVIEWING DATA TO BE REPORTED ON THE FORM 990. THE PREPARATION MATERIAL IS REVIEWED BY VARIOUS DEPARTMENTS INCLUDING TAX, FINANCE, LEGAL, AND HUMAN RESOURCES. A NATIONAL ACCOUNTING FIRM PREPARES AND/OR REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT, THE AFFILIATE, AND THE CFO BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, LINE 12C | PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: EMPLOYEES ARE EDUCATED ON THE CONFLICT OF INTEREST POLICY AND THE NEED TO MAKE DISCLOSURE AS PART OF ANNUAL COMPLIANCE EDUCATION. IN ADDITION, ANNUALLY A DISCLOSURE STATEMENT IS COMPLETED BY ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES 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, LINES 15A & 15B | PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTERS 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 VII, SECTION A | COMPENSATION OF BOARD MEMBERS: THE FOLLOWING BOARD MEMBER OF THE ORGANIZATION IS A FULL-TIME EMPLOYEE (40 HOURS PER WEEK) OF SUTTER HEALTH AND THEIR SUTTER HEALTH SALARY IS REPORTED HEREIN. THIS INDIVIDUAL RECEIVE NO COMPENSATION FOR THEIR SERVICE AS A BOARD MEMBER OF THIS ORGANIZATION. - SARAH KREVANS |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN FUND BALANCE: EQUITY TRANSFERS: $36,005,436 |
Schedule R IRS990ScheduleR
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 | ||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942788907 | SUPPORTING OR | CA | 501(C)(3) | 12C III-FI | NA | false |
| SUTTER HEALTH PACIFIC | ||||||||||
| 91-2301 FT WEAVER RD | EWA BEACH | HI | 96706 | 990298651 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH | Yes (true) |
| SUTTER INSURANCE SERVICES CORPORATION | ||||||||||
| 745 FORT STREET SUITE 1100 | HONOLULU | HI | 96813 | 990289310 | INSURANCE SER | HI | 501(C)(3) | 12C III-FI | SUTTER HLTH | Yes (true) |
| SUTTER MEDICAL CENTER FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 942788906 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER VH | Yes (true) |
| SUTTER ROSEVILLE MEDICAL CTR FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DR | SACRAMENTO | CA | 95833 | 680040113 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER VH | Yes (true) |
| SUTTER 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 (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| MAGNETIC IMAGING AFFILIATES LLC | |||||||
| 175 LENNON | WALNUT CREEK | CA | 94598 | 942953833 | PATIENT CARE | CA | NA |
| SURGERY CENTER OF ALTA BATES SMC | |||||||
| 3875 TELEGRAPH | OAKLAND | CA | 94609 | 470946086 | PATIENT CARE | CA | NA |
| ALTA CT SERVICES LP | |||||||
| 175 LENNON | WALNUT CREEK | CA | 94598 | 943083464 | PATIENT CARE | CA | NA |
| CALIFORNIA PACIFIC ADV IMAGING LLC | |||||||
| PO BOX 6102 | NOVATO | CA | 94598 | 562311840 | PATIENT CARE | DE | NA |
| SAN FRANCISCO ENDOSCOPY CENTER | |||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 912160588 | PATIENT CARE | CA | NA |
| PRESIDIO SURGERY CENTER LLC | |||||||
| 1635 DIVISADERO | SAN FRANCISCO | CA | 94115 | 320144060 | PATIENT CARE | CA | NA |
| SUTTER FAIRFIELD SURGERY CENTER LLC | |||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 300233892 | PATIENT CARE | CA | NA |
| SUTTER AMADOR SURGERY CENTER LLC | |||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 461398093 | PATIENT CARE | CA | NA |
| 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 | NA |
| MEMORIAL MEDICAL BUILDING 2 | |||||||
| 1800 COFFEE RD 76 | MODESTO | CA | 95355 | 770287288 | OFFICE RENTAL | CA | NA |
| MAGNETIC IMAGING AFFILIATES LLC | |||||||
| 2125 OAK GROVE ROAD | WALNUT CREEK | CA | 94598 | 473696091 | PATIENT CARE | CA | NA |
| ASC OPERATORS - SANTA ROSA LLC | |||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 263386169 | CARE MANAGEMENT | CA | NA |
| ASC OPERATORS - SAN LUIS OBISPO LLC | |||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 272673776 | CARE MANAGEMENT | CA | NA |
| DRZ EMERGING MARKETS LP | |||||||
| 250 PARK AVE SOUTH SUITE 250 | WINTER PARK | FL | 32789 | 611729868 | INVESTMENTS | FL | NA |
| STRATEGIC COMMODITIES FUND LLC | |||||||
| 257 PARK AVE SOUTH SUITE 700 | NEW YORK | NY | 10010 | 562493292 | INVESTMENTS | NY | NA |
| ICG CREDIT OPPORTUNITIES FUND LP | |||||||
| 11111 SANTA MONICA BLVD SUITE 2100 | LOS ANGELES | CA | 90025 | 814220441 | INVESTMENTS | CA | NA |
| LA JOLLA ORTHOPEDIC SURGERY CENTER LLC | |||||||
| 4120 LA JOLLA VILLAGE DRIVE | LA JOLLA | CA | 92037 | 364397467 | PATIENT CARE | CA | NA |
| CARLSBAD SURGERY CENTER LLC | |||||||
| 6121 PASEO DEL NORTE STE 100 | CARLSBAD | CA | 92011 | 201413484 | PATIENT CARE | CA | NA |
| COAST CTR FOR ORTHOPEDIC & ARTHROSCOPIC | |||||||
| 3444 KEARNY VILLA ROAD | SAN DIEGO | CA | 92123 | 330839637 | PATIENT CARE | CA | NA |
| OTAY LAKES SURGERY CENTER LLC | |||||||
| 955 LANE AVE SUITE 100 | CHULA VISTA | CA | 91914 | 200794766 | PATIENT CARE | CA | NA |
| MADISON INTERNATIONAL GLOBAL | |||||||
| 410 PARK AVENUE | NEW YORK | NY | 10022 | 981310251 | INVESTMENTS | NY | NA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Sutter Health Deferred Comp Plans Trust | ||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 276851989 | RABBI TRUST | CA | NA | TRUST | Yes (true) | |
| NORTHWOOD EUROPE TE FEEDER LP | ||||||||||
| 1819 WAZEE STREET 2ND FLOOR | DENVER | CO | 80202 | 981272216 | HOLDING COMPANY | NA | C CORP | Yes (true) | CJ | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SUTTER VALLEY HOSPITALS | ||
| R | $75,164,381 | FMV |
| SUTTER VALLEY MEDICAL FOUNDATION | ||
| R | $57,332,985 | FMV |
| SUTTER BAY HOSPITALS | ||
| R | $44,568,742 | FMV |
| SUTTER CENTRAL VALLEY HOSPITALS | ||
| R | $7,131,331 | FMV |
| SUTTER WEST BAY MEDICAL FOUNDATION | ||
| R | $9,361,190 | FMV |
| SUTTER BAY MEDICAL FOUNDATION | ||
| R | $25,401,776 | FMV |
| SUTTER EAST BAY HOSPITALS | ||
| R | $7,743,751 | FMV |
| SUTTER EAST BAY MEDICAL FOUNDATION | ||
| R | $2,623,207 | FMV |