STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

SUTTER VISITING NURSE ASSOCIATION AND HOSPICE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SUTTER VISITING NURSE ASSOCIATION AND HOSPICE (EIN 94-6068843)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202513179349312371
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T21:08:37-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1560 MISSION ST STE 1600AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946068843EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SH TAX 2300 RIVER PLAZA DRIVEAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPatrick BrownPersonNm
Person TitleCFOPersonTitleTxt
Phone9162866665PhoneNum
Signature2025-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEva NittaPreparerPersonNm
PTINP01286320PTIN
Phone4158948000PhoneNum
Preparation2025-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMARK MCPHERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1SAME AS C ABOVEAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$559,306,471GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SUTTERHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1908FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee2758TotalEmployeeCnt
Total Volunteers297TotalVolunteersCnt
Total Gross UBI$5,063,129TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,613,427NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,786,965PYContributionsGrantsAmt
CY Contributions Grants$1,835,372CYContributionsGrantsAmt
PY Program Service Revenue$481,784,085PYProgramServiceRevenueAmt
CY Program Service Revenue$547,053,886CYProgramServiceRevenueAmt
PY Investment Income$1,224,604PYInvestmentIncomeAmt
CY Investment Income$5,208,955CYInvestmentIncomeAmt
PY Other Revenue$5,120,767PYOtherRevenueAmt
CY Other Revenue$5,061,069CYOtherRevenueAmt
PY Total Revenue$491,916,421PYTotalRevenueAmt
CY Total Revenue$559,159,282CYTotalRevenueAmt
PY Grants And Similar Paid$142,099PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$156,814CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$309,339,816PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$349,508,863CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,760,325CYTotalFundraisingExpenseAmt
PY Other Expenses$149,100,153PYOtherExpensesAmt
CY Other Expenses$165,315,949CYOtherExpensesAmt
PY Total Expenses$458,582,068PYTotalExpensesAmt
CY Total Expenses$514,981,626CYTotalExpensesAmt
PY Revenues Less Expenses$33,334,353PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$44,177,656CYRevenuesLessExpensesAmt
Total Assets BOY$169,234,264TotalAssetsBOYAmt
Total Assets EOY$544,803,592TotalAssetsEOYAmt
Total Liabilities BOY$65,162,877TotalLiabilitiesBOYAmt
Total Liabilities EOY$73,901,438TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$104,071,387NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$470,902,154NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$471,776,784ExpenseAmt
Grant$156,814GrantAmt
Revenue$547,053,886RevenueAmt
DescPROGRAM SERVICE ACCOMPLISHMENTS PRIMARY EXEMPT PURPOSE: Provide health care to patients in their homes. SERVICE ACCOMPLISHMENTS: Sutter VNA & Hospice is a state licensed, Medicare-certified home care agency that provides a broad spectrum of multi-disciplinary services and offers a range of specialty programs to residents of Northern California. Sutter VNA & Hospice provides health care services to patients who require these services outside of a hospital setting (primarily in the home), for which a fee is charged to cover the cost of providing these services. These services are provided to Medicare, Medi-Cal, and private insurance patients. Charitable care is provided when deemed appropriate. The health care services provided by Sutter VNA & Hospice include the following: - Skilled Nursing: Nurses work with patients who have heart disease, cancer, diabetes, ostomies, AIDS, or other chronic diseases and illnesses, or who have recently had surgery or an acute care episode. - Rehabilitation services including physical, occupational, and speech therapy. Physical and occupational therapy is provided for patients with difficulties due to strokes, amputation or fractures, surgery, and for patients who are paraplegics or quadriplegics. Speech therapy is provided for patients with speech or swallowing problems. - Home infusion therapy services: provided for patients who need intravenous treatments. Services include hydration, chemotherapy, total parenteral nutrition, antibiotics, injectable medications, pain management, and enteral nutrition - Maternal/child care services; provided to women with difficult pregnancies and new mothers needing assistance. - Psychiatric Home Care: This program provides home health services with focus on psychiatric care (assessment, teaching, referrals and follow-up) by specialty trained clinicians. - Medical Social Work services: provides assistance to persons who need guidance in developing self-help and problem solving skills, and access to community resources - Hospice and Bereavement Services; helps terminally ill patients and their families who need support and care. Services include nursing care, pain management, symptom control, and bereavement counseling. - Home health aides and volunteer respite care; provides aid to patients who cannot care for themselves; includes bathing and personal care, companionship, and relief for caregivers - Respiratory Therapy and Durable Medical Equipment; provides patients with respiratory therapy services, equipment, and supplies, beds, wheelchairs, and other durable medical equipment. Community Benefit Services In 2024, Sutter VNA & Hospice provided $1,020,980 worth of Community Benefit. The Community Benefit programs and services provided include the following: - Hospice bereavement groups (ex. Adult Grief Support Groups, Children's Workshops, Daughter/Mom Loss Support Group, Adult Traumatic Loss) - Preceptorships and internships provided for students Charitable Activity In 2024 Sutter VNA & Hospice provided $1,372,291 worth of Charity Care. Charity Care was provided in the form of home health services, hospice services, respiratory therapy and durable medical equipment service and products, and home infusion therapy services. Unpaid Cost of Medicaid In 2024 Sutter VNA & Hospice provided $13,493,851 worth of unpaid services to Medicaid patients.Desc
Total Program Service Expenses$471,776,784TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document217IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee2758EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKENNETH YOUNGPersonNm
Phone9162866665PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Keith Lagnese MD
CMO,SCAH/Asst Sec SVNAH(pt-yr)2.040.0Yes (X)Yes (X)$0$802,459$624,448
Mark McPherson
CEO, SCAH/President SVNAH2.040.0Yes (X)Yes (X)$0$672,032$529,612
Anna Kiger
CNO, Asst Sec SVNAH (pt-yr)2.040.0Yes (X)Yes (X)$0$1,086,676$96,858
Albert Chan MD
SH VP, CHI Officer1.040.0Yes (X)$0$765,479$315,966
Romelia Garcia
CAO, SCAH0.040.0$0$725,857$328,992Yes (X)
Theresa Frei
Former CEO, SVMF0.00.0$0$1,048,576$0Yes (X)
Ursula Boynton MD
CME, AMSMC1.040.0Yes (X)$0$632,700$266,520
Ryan Stice
SH VP,CPO/Asst Sec SVNAH1.040.0Yes (X)$0$577,535$289,031
David Adams
Deputy General Counsel0.040.0$0$411,538$99,496Yes (X)
Frank Wong
Director, Home Health Pharmacy40.00.0$398,046$0$103,612Yes (X)
Carolyn A Goodall
SR. Director, Hospice & H.H.40.00.0$371,717$0$91,127Yes (X)
Praba Koomson
Sr. Director, Hospice & H.H.40.00.0$355,735$0$78,109Yes (X)
Megan Merz
DEPUTY GEN COUNSEL, SEC SVNAH1.040.0Yes (X)$0$334,922$88,128
Susan White
Senior Director, Quality40.00.0$336,152$0$81,201Yes (X)
Meg Lopez
Administrator40.00.0$290,385$0$81,539Yes (X)
Patrick Brown
CFO, SVNAH (pt-yr)1.040.0Yes (X)$0$256,530$98,166
Patricia A Jellison-LaVine
Administrator40.00.0$275,311$0$72,470Yes (X)
Mark Wheeler
CFO, SVNAH(pt-yr) & SH Pacific1.040.0Yes (X)$0$296,759$32,333
Robert Grande
Wound Care Nurse Lead40.00.0$311,370$0$17,103Yes (X)
Philip Stevens
Staff RN II40.00.0$289,058$0$15,662Yes (X)
George T Block MD
DIRECTOR/CHAIR2.00.0Yes (X)Yes (X)$0$0$0
Jim Gray
Director1.00.0Yes (X)$0$0$0
Manuel Jimenez
Director1.00.0Yes (X)$0$0$0
Alden Chip McDonald MD
Director, Chair F & P2.00.0Yes (X)Yes (X)$0$0$0
Andy Pansini
Director1.00.0Yes (X)$0$0$0
Ria Paul MD
Director1.00.0Yes (X)$0$0$0
David Seidenwurm MD
Director1.00.0Yes (X)$0$0$0
Jeffrey Strawn
Director1.00.0Yes (X)$0$0$0
Douglas Wagemann
Director1.00.0Yes (X)$0$0$0
Amy Yang
Director1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,627,774TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$7,611,063TotReportableCompRltdOrgAmt
Total Other Compensation$3,310,373TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1239IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WELLSKY CORPORATION
11300 SWITZER RDOVERLAND PARKKS662103665IT Consult & Svcs$4,731,290
NETSMART TECHNOLOGIES INC
11100 NALL AVEOVERLAND PARKKS662111205CONSULTING SERVICES$3,218,082
SIVIA INVESTMENTS INC
3879 FENWAY CIRROCKLINCA956774060Physician Services$468,420
SAEED MEDICAL CORPORATION
5831 WEDGEWOOD DRGRANITE BAYCA957466705Physician Services$467,081
MMJH HOME CARE INC
7005 TUSCANY WYEL DORADO HILLSCA957625410Home Healthcare Svcs$424,737
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K27CntrctRcvdGreaterThan100KCnt
Federated Campaigns$11,541FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$9,542RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$1,814,289AllOtherContributionsAmt
Noncash Contributions$3,005NoncashContributionsAmt
Total Contributions$1,835,372TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPATIENT SERVICE REVENUEDesc
Business621610BusinessCd
Total Revenue Column$547,053,886TotalRevenueColumnAmt
Related Or Exempt Func Income$547,053,886RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$547,053,886TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,894,033TotalRevenueColumnAmt
Exclusion$3,894,033ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$96,147RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$98,207RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real-$2,060RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,060TotalRevenueColumnAmt
Exclusion-$2,060ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,358,704SecuritiesAmt
Other$5,200OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$48,982SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,309,722SecuritiesAmt
Other$5,200OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,314,922TotalRevenueColumnAmt
Exclusion$1,314,922ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSUTTER INFUSION PHARMACY SERVICESDesc
Business621610BusinessCd
Total Revenue Column$5,063,129TotalRevenueColumnAmt
Unrelated Business Revenue$5,063,129UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,063,129OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$559,159,282TotalRevenueColumnAmt
Related Or Exempt Func Income$547,053,886RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,063,129UnrelatedBusinessRevenueAmt
Exclusion$5,206,895ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$156,814TotalAmt
Program Services$156,814ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$964,502TotalAmt
Management And General$964,502ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$347,781TotalAmt
Management And General$347,781ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$237,094,761TotalAmt
Program Services$225,731,688ProgramServicesAmt
Management And General$10,375,949ManagementAndGeneralAmt
Fundraising$987,124FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,329,755TotalAmt
Program Services$6,976,762ProgramServicesAmt
Management And General$352,993ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$83,569,120TotalAmt
Program Services$79,357,696ProgramServicesAmt
Management And General$3,747,939ManagementAndGeneralAmt
Fundraising$463,485FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,202,944TotalAmt
Program Services$19,165,321ProgramServicesAmt
Management And General$969,680ManagementAndGeneralAmt
Fundraising$67,943FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,781,956TotalAmt
Program Services$48,246ProgramServicesAmt
Management And General$3,697,710ManagementAndGeneralAmt
Fundraising$36,000FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$47,053TotalAmt
Program Services$47,053ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,660TotalAmt
Program Services$0ProgramServicesAmt
Management And General$15,660ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$329,003TotalAmt
Management And General$329,003ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,689,349TotalAmt
Program Services$7,689,349ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$46,994TotalAmt
Management And General$46,994ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,138,391TotalAmt
Program Services$4,943,437ProgramServicesAmt
Management And General$1,121,526ManagementAndGeneralAmt
Fundraising$73,428FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,652,612TotalAmt
Program Services$8,069,075ProgramServicesAmt
Management And General$3,583,537ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$6,994,769TotalAmt
Program Services$6,111,115ProgramServicesAmt
Management And General$331,455ManagementAndGeneralAmt
Fundraising$552,199FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,617,488TotalAmt
Program Services$6,325,121ProgramServicesAmt
Management And General$285,296ManagementAndGeneralAmt
Fundraising$7,071FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$129,281TotalAmt
Program Services$97,572ProgramServicesAmt
Management And General$30,339ManagementAndGeneralAmt
Fundraising$1,370FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$699TotalAmt
Program Services$699ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,702,064TotalAmt
Program Services$4,046,210ProgramServicesAmt
Management And General$655,256ManagementAndGeneralAmt
Fundraising$598FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,686,774TotalAmt
Program Services$772,048ProgramServicesAmt
Management And General$909,303ManagementAndGeneralAmt
Fundraising$5,423FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$61,057,666$61,057,666$0$0
SYSTEM ALLOCATION FEES$25,710,507$14,453,031$10,992,487$264,989
PURCHASED SERVICES$24,076,805$23,532,066$278,695$266,044
TAXES - UBI RELATED$891,000$0$891,000$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,747,878TotalAmt
Program Services$3,195,815ProgramServicesAmt
Management And General$517,412ManagementAndGeneralAmt
Fundraising$34,651FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$514,981,626TotalAmt
Program Services$471,776,784ProgramServicesAmt
Management And General$40,444,517ManagementAndGeneralAmt
Fundraising$2,760,325FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$37,524,821BOYAmt
EOY$403,558,918EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$112,103BOYAmt
EOY$217,463EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$81,578,643BOYAmt
EOY$81,058,754EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,181,214BOYAmt
EOY$3,778,940EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,292,770BOYAmt
EOY$3,725,094EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$28,854,875LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$22,401,757LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,028,921BOYAmt
EOY$6,453,118EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$26,471,592BOYAmt
EOY$29,594,925EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$13,044,200BOYAmt
EOY$16,416,380EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$169,234,264BOYAmt
EOY$544,803,592EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$55,283,336BOYAmt
EOY$59,356,489EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,879,541BOYAmt
EOY$14,544,949EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,162,877BOYAmt
EOY$73,901,438EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$98,953,203BOYAmt
EOY$465,290,702EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,118,184BOYAmt
EOY$5,611,452EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$104,071,387BOYAmt
EOY$470,902,154EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$169,234,264BOYAmt
EOY$544,803,592EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$44,177,656ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,135,651NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$321,517,460OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,559,983CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,278,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,123,304CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,786,965CurrentTaxYearMinus1YearAmt
Current Tax Year$1,835,372CurrentTaxYearAmt
Total$13,584,580TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$448,778,738CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$465,029,846CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$445,786,879CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$481,784,085CurrentTaxYearMinus1YearAmt
Current Tax Year$547,053,886CurrentTaxYearAmt
Total$2,388,433,434TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$451,338,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$467,308,802CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$448,910,183CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$485,571,050CurrentTaxYearMinus1YearAmt
Current Tax Year$548,889,258CurrentTaxYearAmt
Total$2,402,018,014TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$35,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,300CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,825CurrentTaxYearMinus1YearAmt
Current Tax Year$7,400CurrentTaxYearAmt
Total$94,525TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$35,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,300CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,825CurrentTaxYearMinus1YearAmt
Current Tax Year$7,400CurrentTaxYearAmt
Total$94,525TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,401,923,489PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$614,595CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$591,074CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$807,533CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,340,726CurrentTaxYearMinus1YearAmt
Current Tax Year$3,990,180CurrentTaxYearAmt
Total$7,344,108TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$614,595CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$591,074CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$807,533CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,340,726CurrentTaxYearMinus1YearAmt
Current Tax Year$3,990,180CurrentTaxYearAmt
Total$7,344,108TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$973,343CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,103,438CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,056,759CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,864,092CurrentTaxYearMinus1YearAmt
Current Tax Year$1,614,427CurrentTaxYearAmt
Total$6,612,059TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$452,926,659CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$469,003,314CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$450,774,475CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$488,775,868CurrentTaxYearMinus1YearAmt
Current Tax Year$554,493,865CurrentTaxYearAmt
Total$2,415,974,181TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99418PublicSupportCY509Pct
Public Support PY5090.99567PublicSupportPY509Pct
Investment Income CY0.00304InvestmentIncomeCYPct
Investment Income PY0.00175InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,245,581BeginningYearBalanceAmt
Contributions$37,737ContributionsAmt
Investment Earnings Or Losses$1,714,524InvestmentEarningsOrLossesAmt
Other Expenditures$35,897OtherExpendituresAmt
End Year Balance$17,961,945EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,391,087BeginningYearBalanceAmt
Investment Earnings Or Losses$1,699,356InvestmentEarningsOrLossesAmt
Other Expenditures$11,177OtherExpendituresAmt
End Year Balance$14,079,266EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97150BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.02500PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00350TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$108,067OtherCostOrOtherBasisAmt
Depreciation$84,161DepreciationAmt
Book Value$23,906BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,144,315OtherCostOrOtherBasisAmt
Depreciation$5,293,318DepreciationAmt
Book Value$850,997BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,593,202OtherCostOrOtherBasisAmt
Depreciation$17,024,278DepreciationAmt
Book Value$5,568,924BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,291OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$9,291BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,453,118TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
OPERATING LEASE LIAB. - NONCURRENT$13,333,755
INSURANCE LIABILITIES$886,245
INTERCOMPANY PAYABLES$324,949
FieldValueIRS element (for citing)
Total Liability$14,544,949TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: Shirley Markinson Grieg Endowment - earnings to be used for hospice and volunteer training. ROBERT J AND DAVID R FIORITO FAMILY ENDOWMENT - TO SUPPORT HOSPICE OPERATIONS, PROGRAMS, AND/OR PATIENT CARE AT SUTTER CARE AT HOME. J. & L. Limburg and G. & F. Striley Endowment - earnings to be used at discretion of Board of Directors.
SCHEDULE D, PART X, LINE 2THIS ORGANIZATION WAS PART OF A CONSOLIDATED FINANCIAL SYSTEM AUDIT. THE ASC 740 AUDIT FOOTNOTE DISCLOSURE FOR THE SUTTER SYSTEM IS AS FOLLOWS: Sutter Health and many affiliates have been determined to be exempt organizations by the Internal Revenue Service and the California Franchise Tax Board and generally are not subject to taxes on income. Certain activities of Sutter are subject to income taxes; however, such activities are not significant to the consolidated financial statements. With respect to its taxable activities, Sutter records income taxes using the liability method, under which deferred tax assets and liabilities are determined based on the differences between the financial accounting and tax basis of assets and liabilities. Deferred tax assets or liabilities at the end of each period are determined using the currently enacted tax rate expected to apply to taxable income in the periods that the deferred tax asset or liability is expected to be realized or settled. Sutter recognizes the tax benefit from uncertain tax positions, only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The statute of limitations for tax years 2021 through 2023 remains open in U.S. tax jurisdictions in which Sutter and its affiliates are subject to taxation. Sutter recognizes interest and penalties related to income tax matters in Operating expenses. There were no such uncertain tax positions recognized for the years ended December 31, 2024 and 2023.

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypePATIENT ASSISTANCEGrantTypeTxt
Recipient344RecipientCnt
Non Cash Assistance$156,814NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceSEE PART IVNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE I, PART I, LINE 2PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS: In order to closely monitor efficiency and effectiveness, the Community Benefit function outlines measurable reporting (quarterly, six-month and/or year-end), program and funding requirements in a Memorandum of Understanding (MOU), Business Services Agreement (BSA), or Joint Venture Agreement for each investment made with a community partner. Where it is determined necessary, additional efforts are made to monitor effectiveness and efficiency of investments, which could include: - Quarterly meetings with community partners - E-mail and telephonic communications with community partners - Continued dialogue with involved hospital staff and community partners throughout duration of program - Site visits with community partners - Review of quarterly, six-month and/or year-end outcomes reports with community partners - Review of hospital usage and patient level data - Collection of patient/participant stories and narratives - Collaborative discussions around ad-hoc successes and challenges that arise - If any grant funds remained unspent, a year-end financial summary that compares actual expenditures to the funded project's budget is requested. At the end of the appropriate reporting period, Community Benefit analyzes data to ensure community partners met the objectives outlined in the MOU or BSA. If the community partners did not reach the anticipated outcomes, Community Benefit works to understand what circumstances prevented the organization from meeting the goals to help identify ways to improve or perhaps re-evaluate what success of this program looks like, and makes the determination to continue or terminate funding. We also rely on the governance practices of the recipient organization to monitor the use of the funds.
SCHEDULE I, PART III, LINE 1DESCRIPTION OF NON-CASH ASSISTANCE: PAYMENTS TO VENDORS ON BEHALF OF PATIENTS FOR ITEMS/SERVICES SUCH AS CAREGIVING SERVICES, FUNERAL SERVICES, MEDICAL SUPPLIES, TRANSPORTATION, UTILITIES.

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Keith Lagnese MD
CMO,SCAH/Asst Sec SVNAH(pt-yr)$0$641,340$0$148,546$0$12,573$0$576,412$0$48,036$0$1,426,907$0$0
Mark McPherson
CEO, SCAH/President SVNAH$0$521,273$0$140,239$0$10,520$0$493,992$0$35,620$0$1,201,644$0$0
Anna Kiger
CNO, Asst Sec SVNAH (pt-yr)$0$283,012$0$335,431$0$468,233$0$71,757$0$25,101$0$1,183,534$0$78,920
Albert Chan MD
SH VP, CHI Officer$0$423,575$0$269,538$0$72,366$0$276,358$0$39,608$0$1,081,445$0$61,831
Romelia Garcia
CAO, SCAH$0$445,926$0$211,492$0$68,439$0$284,804$0$44,188$0$1,054,849$0$53,667
Theresa Frei
Former CEO, SVMF$0$0$0$0$0$1,048,576$0$0$0$0$0$1,048,576$0$0
Ursula Boynton MD
CME, AMSMC$0$438,984$0$154,737$0$38,979$0$228,612$0$37,908$0$899,220$0$32,557
Ryan Stice
SH VP,CPO/Asst Sec SVNAH$0$346,299$0$184,362$0$46,874$0$252,538$0$36,493$0$866,566$0$40,112
David Adams
Deputy General Counsel$0$340,750$0$63,222$0$7,566$0$73,838$0$25,658$0$511,034$0$63,222
Frank Wong
Director, Home Health Pharmacy$327,827$0$58,978$0$11,241$0$72,081$0$31,531$0$501,658$0$58,978$0
Carolyn A Goodall
SR. Director, Hospice & H.H.$298,012$0$60,421$0$13,284$0$68,209$0$22,918$0$462,844$0$60,421$0
Praba Koomson
Sr. Director, Hospice & H.H.$290,010$0$53,461$0$12,264$0$64,863$0$13,246$0$433,844$0$53,461$0
Megan Merz
DEPUTY GEN COUNSEL, SEC SVNAH$0$275,476$0$53,524$0$5,922$0$62,840$0$25,288$0$423,050$0$53,524
Susan White
Senior Director, Quality$280,220$0$49,074$0$6,858$0$58,369$0$22,832$0$417,353$0$49,074$0
Meg Lopez
Administrator$240,241$0$42,859$0$7,285$0$50,042$0$31,497$0$371,924$0$0$0
Patrick Brown
CFO, SVNAH (pt-yr)$0$220,290$0$30,000$0$6,240$0$87,424$0$10,742$0$354,696$0$0
Patricia A Jellison-LaVine
Administrator$224,769$0$43,010$0$7,532$0$49,902$0$22,568$0$347,781$0$43,010$0
Mark Wheeler
CFO, SVNAH(pt-yr) & SH Pacific$0$46,319$0$98,767$0$151,673$0$26,777$0$5,556$0$329,092$0$0
Robert Grande
Wound Care Nurse Lead$309,182$0$0$0$2,188$0$5,966$0$11,137$0$328,473$0$0$0
Philip Stevens
Staff RN II$289,058$0$0$0$0$0$5,578$0$10,084$0$304,720$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3SUPPLEMENTAL 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 INDEPENDENT data sources and maintains an objective "arms length" decision-making process, ensuring the integrity of Sutter's executive programs and consistency with the organization's overall mission. SEE SCHEDULE O NARRATIVE FOR PART VI, LINE 15 FOR A FULL DESCRIPTION OF THE COMPENSATION APPROVAL PROCESS COMPLETED BY SUTTER HEALTH.
SCHEDULE J, PART I, LINE 4ASEVERANCE PAYMENTS: Theresa Frei RECEIVED SEVERANCE PAYMENTS OF $ 982,821 Anna Kiger RECEIVED SEVERANCE PAYMENTS OF $ 228,198
SCHEDULE J, PART I, LINE 4BNONQUALIFIED RETIREMENT PLAN: The purpose of the nonqualified retirement plan is to provide Sutter Health executives with a competitive retirement benefit consistent with Sutter Health's overall compensation philosophy for all employees. Contributions are designed taking into consideration lost retirement benefits that would otherwise be obtained through the qualified pension plan and social security benefits. Sutter's plans are designed consistent with competitive industry practices. The retirement plan for Sutter Health employees is a combination of 403(b) employer match contributions and qualified pension plan benefits. Sutter Health executives are generally ineligible for employer match contributions. To ensure a competitive retirement benefit, Sutter Health makes an annual contribution to a non-qualified 457(f) plan for its executives. The formula provides 6% to 16% of base salary plus annual incentive plan award (commensurate with management level). Unlike Sutter Health's qualified PENSION plan where employee benefits are guaranteed (i.e., a defined benefit), Sutter's non-qualified plan benefits are not guaranteed by Sutter Health. Investment risk is borne by participants and benefits are not protected should Sutter Health become insolvent.
SCHEDULE J, PART I, LINE 7NON-FIXED PAYMENTS: Spot awards are infrequently used to reward employees. There are no specific guidelines for the amount of the spot award, average amount of spot awards tend to not exceed 5% to 15% of gross annual salary. Annual Incentive Plan (AIP): The purpose of the plan is to focus executives on specific, shorter-term goals that are critical to the achievement of affiliate, operating unit and system-wide objectives that drive overall organization performance. Long Term Performance Plans: Sutter Health also employs a long term performance plan which is designed to focus on longer term strategic objectives of the organization. Sutter's long term performance plan approach is a combination of both longer term measures of organization success and key organization strategies which require the combined effort of all leadership to achieve success. Sutter uses a common fate approach in that all LONG TERM PERFORMANCE plan participants are measured against the same, organization-wide criteria vs. individual efforts. This fosters a common purpose across leadership and a shared sense of accountability for the overall success of Sutter Health. In all cases, the Compensation Committee of the Board determines achievement of organization goals and makes final award determination which may result in a reduction of award if appropriate. All senior executive awards are reviewed for compensation reasonableness and approved by the compensation committee prior to payment.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III, LINE 1MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: -EXCELLENCE - We deliver high-quality, equitable care and take on the toughest challenges. -CURIOSITY - We are constantly learning and creating new ways to advance healthcare. -TEAMWORK - We collaborate with humility and solve for ONE Sutter. -COMPASSION - We show empathy and understanding in every personal interaction. INCLUSION - We respect our differences and similarities, and cultivate a sense of belonging. -INTEGRITY - We earn trust by doing the right thing and delivering on our commitments.
FORM 990, PART VI, LINE 6 & 7ACLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS: THIS CORPORATION IS AN AFFILIATE OF SUTTER HEALTH, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. SUTTER HEALTH IS THE SOLE MEMBER WITH THE RIGHT TO ELECT AT LEAST A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7BCLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS: SUTTER HEALTH AS THE SOLE MEMBER OF THE ORGANIZATION IS ENTITLED TO EXERCISE FULLY ALL RIGHTS AND PRIVILEGES OF MEMBERS OF NONPROFIT CORPORATIONS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, AND ALL OTHER APPLICABLE LAWS. THE MEMBER HAS THE RIGHTS AND POWERS TO APPOINT (AND REMOVE) MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS, SUBJECT TO THE PROVISIONS OF THE BYLAWS. IN ADDITION, THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS OF THE CORPORATION'S BOARD OF DIRECTORS: A. MERGER, CONSOLIDATION, REORGANIZATION, OR DISSOLUTION OF THE CORPORATION OR ANY AFFILIATED ENTITY; B. AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION OR ANY AFFILIATED ENTITY; C. ADOPTION OF OPERATING BUDGETS OF THE CORPORATION OR ANY AFFILIATED ENTITY, INCLUDING CONSOLIDATED OR COMBINED BUDGETS OF THE CORPORATION AND ALL SUBSIDIARY ORGANIZATIONS OF THE CORPORATION; D. ADOPTION OF CAPITAL BUDGETS OF THE CORPORATION OR ANY AFFILIATED ENTITY; E. AGGREGATE OPERATING OR CAPITAL EXPENDITURES THAT EITHER EXCEED PREVIOUSLY APPROVED OPERATING OR CAPITAL BUDGETS, OR ARE UNBUDGETED, IF THE AMOUNT IN EXCESS OR THE UNBUDGETED EXPENDITURE IS HIGHER THAN THE SIGNATURE AUTHORITY OF THE PRESIDENT AND CEO OF THE GENERAL MEMBER; F. LONG-TERM OR MATERIAL AGREEMENTS OF THE CORPORATION OR ANY AFFILIATED ENTITY INCLUDING, BUT NOT LIMITED TO, BORROWINGS, EQUITY FINANCINGS, CAPITALIZED LEASES AND INSTALLMENT CONTRACTS; AND PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE, OR ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A FAIR MARKET VALUE IN EXCESS OF THE SIGNATURE AUTHORITY OF THE PRESIDENT AND CEO OF THE GENERAL MEMBER; G. APPOINTMENT OF AN INDEPENDENT AUDITOR BY THE CORPORATION OR ANY AFFILIATED ENTITY; H. THE HIRING OF INDEPENDENT COUNSEL BY THE CORPORATION OR ANY AFFILIATED ENTITY, UNLESS AT LEAST TWO-THIRDS (2/3) OF THE BOARD IN OFFICE ON THE DAY OF A VOTE DETERMINE THAT A MATERIAL CONFLICT OF INTEREST EXISTS BETWEEN THE CORPORATION AND THE GENERAL MEMBER AND, THEREFORE, THE BOARD MUST ENGAGE INDEPENDENT COUNSEL TO ASSIST IN EXERCISING THE BOARD'S FIDUCIARY DUTIES. TO PRESERVE THE INDEPENDENCE OF COUNSEL RETAINED PURSUANT TO THIS PROVISION, THE GENERAL MEMBER SHALL NOT CLAIM THAT ANY COMMUNICATION BETWEEN SUCH INDEPENDENT COUNSEL AND ANY PERSON ACTING ON BEHALF OF THE CORPORATION, EVEN IF THAT PERSON IS ALSO AN EMPLOYEE, OFFICER OR AGENT OF THE GENERAL MEMBER, CONSTITUTES A WAIVER OF THE ATTORNEY-CLIENT PRIVILEGE OR WORK-PRODUCT PROTECTION; I. THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE, AS THAT TERM IS DEFINED IN CALIFORNIA CORPORATIONS CODE SECTION 150; J. CONTRACTING WITH ANY THIRD PARTY FOR ALL OR SUBSTANTIALLY ALL OF THE MANAGEMENT OF THE ASSETS OR OPERATIONS OF THE CORPORATION OR ANY AFFILIATED ENTITY; K. APPROVAL OF BUSINESS PLANS TO DEVELOP MAJOR PROGRAMS AND CLINICAL SERVICES OF THE CORPORATION OR ANY AFFILIATED ENTITY. MAJOR NEW PROGRAMS AND CLINICAL SERVICES SHALL INCLUDE, BUT NOT BE LIMITED TO: (I) ANY NEW PROGRAMS OR SERVICES THAT REQUIRE APPROVAL AND/OR ADDITIONAL LICENSURE FROM ANY REGULATORY AGENCY, OR (II) ANY OTHER PROGRAMS OR SERVICES THE GENERAL MEMBER DEEMS MAJOR; L. APPROVAL OF STRATEGIC PLANS OF THE CORPORATION OR ANY AFFILIATED ENTITY; M. ADOPTION OF QUALITY IMPROVEMENT POLICIES NOT IN CONFORMITY WITH POLICIES ESTABLISHED BY THE GENERAL MEMBER; N. ANY SELF-DEALING TRANSACTION BETWEEN A DIRECTOR OF THE CORPORATION AND THE CORPORATION OR A SUBSIDIARY OF THE CORPORATION; OR O. REHIRING, CONTRACTING WITH, OR OTHERWISE COMPENSATING A SUTTER HEALTH EXECUTIVE, OR ANY OFFICER OR MEMBER OF MANAGEMENT OF THE CORPORATION OR ANY AFFILIATED ENTITY AFTER THEIR EMPLOYMENT HAS ENDED. IN ADDITION, THE GENERAL MEMBER SHALL HAVE THE AUTHORITY (BY A VOTE OF NOT LESS THAN TWO-THIRDS (2/3) OF ITS BOARD), TO DECLARE A MAJOR ACTIVITY REQUIRING APPROVAL.
FORM 990, PART VI, LINE 11BPROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW FORM 990: SUTTER HEALTH HAS A CENTRALIZED TAX DEPARTMENT RESPONSIBLE FOR THE PREPARATION OF THE FORM 990. ANNUALLY THE TAX DEPARTMENT PROVIDES TRAINING AND EDUCATION TO AFFILIATE PERSONNEL WHO ASSIST THE TAX DEPARTMENT IN COLLECTING AND REVIEWING DATA TO BE REPORTED ON THE FORM 990. THE PREPARATION MATERIAL IS REVIEWED BY VARIOUS DEPARTMENTS INCLUDING TAX, FINANCE, LEGAL, AND HUMAN RESOURCES. A NATIONAL ACCOUNTING FIRM PREPARES AND/OR REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT, THE AFFILIATE, AND THE CFO BEFORE THE RETURN IS FILED.
FORM 990, PART VI, LINE 12CPROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: Employees are educated on the conflict of interest policy and the need to make disclosure as part of annual compliance education. In addition, annually a disclosure statement is completed by all directors, officers and key employees. On this statement the individual will list a wide range of information which includes business relationships, employment relationships, property interests, and those of related parties. If there is a potential conflict of interest related to a particular transaction, the interested individual must disclose the existence and nature of the relationship. The Board Chair may appoint a disinterested person or committee to investigate the conflict. The Board may consult with the LEGAL AND RISK SERVICES DEPARTMENT as necessary. Until the potential conflict is resolved, the Board Chair (or committee chair as applicable) may request the individual to not participate during related presentations and discussions. In all circumstances involving an actual conflict, the interested individual shall leave the room prior to the board's final discussion and vote.
FORM 990, PART VI, LINES 15A & 15BPROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE independent DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. TO ENSURE EXTERNAL COMPETITIVENESS, NATIONAL COMPENSATION DATA COMPARISONS ARE REVIEWED. COMPETITIVE ANALYSIS INCLUDES: (A) BASE SALARY, (B) TOTAL CASH (BASE SALARY + ANNUAL INCENTIVE), (C) TOTAL DIRECT CASH (BASE SALARY + ANNUAL INCENTIVE + LONG TERM INCENTIVE) AND (D) TOTAL REMUNERATION (BASE SALARY + ANNUAL INCENTIVE + BENEFITS AND LONG TERM INCENTIVE). THIS ANALYSIS INCLUDES NATIONAL COMPARISONS FOR ORGANIZATIONS SIMILAR IN SIZE, SCOPE AND COMPLEXITY AS SUTTER HEALTH, ADJUSTED TO THE CALIFORNIA MARKET. THIS METHOD IS MOST APPROPRIATE SINCE IT IS A NATIONAL MARKETPLACE IN WHICH SUTTER COMPETES FOR EXECUTIVE TALENT. OFFICERS AND KEY EMPLOYEES OF THIS ORGANIZATION UNDERGO AN ANNUAL REVIEW BY THE COMPENSATION COMMITTEE OR A DELEGATED SUB-COMMITTEE. APPROVAL IS RECORDED IN THE MINUTES. THE 2024 EXECUTIVE COMPENSATION APPROVAL WAS COMPLETED IN APRIL 2024.
FORM 990, PART VI, LINE 19AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY & FINANCIAL STATEMENTS: The Sutter Health system posts its current and past Audited Financial Statements at sutterhealth.org. Other documents are also located at this website including the Annual Report, Mission Statement, history, and links to affiliate websites. The governing documents and conflict of interest policy are not available to the public at this time.
FORM 990, PART VII, SECTION ACOMPENSATION OF BOARD MEMBERS: THE FOLLOWING BOARD MEMBERS OF THE ORGANIZATION ARE FULL-TIME EMPLOYEES (40 HOURS PER WEEK) OF SUTTER HEALTH AND THEIR SUTTER HEALTH SALARIES ARE REPORTED HEREIN. THESE INDIVIDUALS RECEIVE NO COMPENSATION FOR THEIR SERVICE AS BOARD MEMBERS OF THIS ORGANIZATION. - KEITH LAGNESE, MD - MARK MCPHERSON - ANNA KIGER - ALBERT CHAN, MD - URSULA BOYNTON, MD COMMON LAW EMPLOYEES: INDIVIDUALS LISTED AS OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION THAT ARE PAID FULLTIME BY A RELATED ORGANIZATION ARE COMMON LAW EMPLOYEES OF SUTTER HEALTH, A SEPARATE LEGAL ENTITY. IT IS THE INTENTION OF SUTTER HEALTH AND THE FILING ORGANIZATION TO MAKE INFORMATION ACCESSIBLE AND TRANSPARENT, REPORTING THOSE SUTTER HEALTH EMPLOYEES WHO HAVE OFFICER AND KEY EMPLOYEE RESPONSIBILITIES TO THE FILING ORGANIZATION.
FORM 990, PART XI, LINE 9OTHER CHANGE IN NET ASSETS OR FUND BALANCES: EQUITY TRANSFER, RELATED ENTITIES (NET) $ 321,450,592 CHANGE IN SPLIT INTEREST $ 66,868 ----------------- TOTAL $ 321,517,460

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
CALIFORNIA PACIFIC MEDICAL CTR FOUND
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833942728423FUNDRAISINGCA501(C)(3)7SUTTER BHYes (true)
SUTTER COMMUNITY HEALTH
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833510172285HEALTHCARECA501(C)(3)3SUTTER BHYes (true)
MEMORIAL HOSPITAL FOUNDATION
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833942290244FUNDRAISINGCA501(C)(3)12A - ISUTTER VHYes (true)
MILLS-PENINSULA HOSPITAL FOUNDATION
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833237288765FUNDRAISINGCA501(C)(3)7SUTTER BHYes (true)
SANSUM CLINIC
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833956419205HOSPITALCA501(C)(3)3SUTTER HLTHYes (true)
SUTTER AUBURN FAITH HOSPITAL FOUNDATION
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833942594966FUNDRAISINGCA501(C)(3)7SUTTER VHYes (true)
SUTTER BAY HOSPITALS
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833940562680HOSPITALCA501(C)(3)3SUTTER HLTHYes (true)
SUTTER BAY MEDICAL FOUNDATION
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833941156581HEALTHCARECA501(C)(3)3SUTTER HLTHYes (true)
SUTTER COAST HOSPITAL
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833942988520HOSPITALCA501(C)(3)3SUTTER HLTHYes (true)
SUTTER DAVIS HOSPITAL FOUNDATION
2300 RIVER PLAZA DRIVESACRAMENTOCA95833680217870FUNDRAISINGCA501(C)(3)7SUTTER VHYes (true)
SUTTER HEALTH
2300 RIVER PLAZA DRIVESACRAMENTOCA95833942788907SUPPORTING ORCA501(C)(3)12C III-FINAfalse
SUTTER HEALTH PACIFIC
91-2301 FT WEAVER RDEWA BEACHHI96706990298651HOSPITALCA501(C)(3)3SUTTER HLTHYes (true)
SUTTER HEALTH ALLIANCE
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833461183948HEALTH PLANCA501(C)(4)N/ASUTTER HLTHYes (true)
SUTTER INSURANCE SERVICES CORPORATION
745 FORT STREET SUITE 1100HONOLULUHI96813990289310INSURANCE SERHI501(C)(3)12C III-FISUTTER HLTHYes (true)
SUTTER MEDICAL CENTER FOUNDATION
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833942788906FUNDRAISINGCA501(C)(3)7SUTTER VHYes (true)
SUTTER ROSEVILLE MEDICAL CTR FOUNDATION
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833680040113FUNDRAISINGCA501(C)(3)7SUTTER VHYes (true)
SUTTER VALLEY HOSPITALS
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833941156621HOSPITALCA501(C)(3)3SUTTER HLTHYes (true)
SUTTER VALLEY MEDICAL FOUNDATION
C/O SH TAX 2300 RIVER PLAZA DRSACRAMENTOCA95833680273974HEALTHCARECA501(C)(3)3SUTTER HLTHYes (true)
TRACY HOSPITAL FOUNDATION
C/O SH TAX 2300 RIVER PLAZA DRSacramentoCA95833680318845FundraisingCA501(C)(3)12A - ISUTTER VHYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
SURG CTR OF ABSMC
3875 TELEGRAPHOAKLANDCA94609470946086PATIENT CARECANA
CA PACIFIC ADV IMAG
PO BOX 6102NOVATOCA94948562311840PATIENT CARECANA
SF ENDOSCOPY CENTER
2300 RIVER PLAZA DRIVESACRAMENTOCA95833912160588PATIENT CARECANA
SUT FAIRFIELD SURG
2300 RIVER PLAZA DRIVESACRAMENTOCA95833300233892PATIENT CARECANA
SUT AMADOR SURG CTR
2300 RIVER PLAZA DRIVESACRAMENTOCA95833461398093PATIENT CARECANA
ROSEVILLE ENDOSCOPY
2300 RIVER PLAZA DRIVESACRAMENTOCA95833870710513PATIENT CARECANA
MEMORIAL MED BLDG
1800 COFFEE RD 76MODESTOCA95355770234236OFFICE RENTALCANA
MAGNETIC IMAGING AF
2125 OAK GROVE ROADWALNUT CREEKCA94598473696091PATIENT CARECANA
ASC OPTRS SNTA ROSA
2300 RIVER PLAZA DRIVESACRAMENTOCA95833263386169CARE MANAGEMENTCANA
ASC OPTRS - SLO LLC
2300 RIVER PLAZA DRIVESACRAMENTOCA95833272673776CARE MANAGEMENTCANA
ICG CREDIT OPP FUND
11111 SANTA MONICA BLVDLOS ANGELESCA90025814220441INVESTMENTSDENA
CARLSBAD SURG CTR
2300 River Plaza DrSACRAMENTOCA95833201413484PATIENT CARECANA
DIVISADERO HOLD LLC
1635 DIVISADEROSAN FRANCISCOCA94115320621050CARE MANAGEMENTCANA
PENINSULA ENDOSCOPY
2300 RIVER PLAZA DRIVESACRAMENTOCA95833271905059PATIENT CARECANA
S Placer Surg Ctr
2300 RIVER PLAZA DRIVESACRAMENTOCA95833421540694Patient CareCANA
Sac Surg Ctr Assoc
2300 RIVER PLAZA DRIVESACRAMENTOCA95833680516588Patient CareCANA
FORT SUT SURG CTR
2300 RIVER PLAZA DRIVESACRAMENTOCA95833680116391Patient CareCANA
Sut Alhambra Surg
2300 RIVER PLAZA DRIVESACRAMENTOCA95833631221949Patient CareCANA
Auburn Surg CTR
2300 RIVER PLAZA DRIVESACRAMENTOCA95833364123623Patient CareCANA
ASC Operators LLC
2300 River Plaza DriveSACRAMENTOCA95833208970704CARE MANAGEMENTCANA
D E SHAW ALP PLUS
1166 AVENUE OF THE AMERICAS - 9TH FNEW YORKNY10036882890454InvestmentDENA
ICG CR OPP FUND 1A
11111 SANTA MONICA BLVDLOS ANGELESCA90025825045573InvestmentDENA
ICG CR OPP FUND 2A
11111 SANTA MONICA BLVDLOS ANGELESCA90025852303976InvestmentDENA
MAKENA RE II
2755 Sand Hill Road Suite 200MENLO PARKCA94025981298071InvestmentNACJ
D E SHAW ALL CTRY
1166 AVENUE OF THE AMERICAS - 9TH FNEW YORKNY10036832024364InvestmentDENA
ICG SPEC OPP FND I
11111 SANTA MONICA BLVDLOS ANGELESCA90025863196460InvestmentDENA
TAP CMDITYBLDR FUND
257 PARK AVENUE S SUITE 700NEW YORKNY10010274871720INVESTMENTNYNA
MAKENA STRATEGIC OPPORTUNITIES FUND - SH
2755 SAND HILL ROAD SUITE 200MENLO PARKCA94025844965838INVESTMENTDENA
EHC SURGERY CENTER
2300 RIVER PLAZA DRIVESACRAMENTOCA95833943214614PATIENT CARECANA
AG Net Lease Realty Fund V-QTE
981743643INVESTMENTNACA100 KING STTORONTOCAM5X1B8

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
SUTTER HEALTH DEFERRED COMP PLANS' TRUST
2300 RIVER PLAZA DRIVESACRAMENTOCA95833276851989RABBI TRUSTCANATRUSTYes (true)
NORTHWOOD EUROPE TE FEEDER LP
1819 WAZEE ST 2ND FLOORDENVERCO80202981272216HOLDING COMPANYNAC CORPYes (true)CJ
WilSOP Segregated Portfolio 1
INVESTMENTNAC CORPYes (true)CJPO BOX 10008 WILLOW HOUSECRICKET SQUAREGRAND CAYMANCJ
WilSOP Segregated Portfolio 2
INVESTMENTNAC CORPYes (true)CJPO BOX 10008 WILLOW HOUSECRICKET SQUAREGRAND CAYMANCJ
BRIGADE LEVERAGED CAPITAL STRUCTURE OFFS
981020330INVESTMENTNAC CorpYes (true)CJONE NEXUS WAYCAMANA BAYGRAND CAYMANCJKY1-9005
AQR MULTI-STRATEGY FUND XXIII LP
ONE GREENWICH PLAZA STE 130GREENWICHCT06830981716386INVESTMENTNAC CORPYes (true)CJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SUTTER INSURANCE SERVICES CORPORATION
P$2,267,902FMV
Sutter Valley Hospitals
S$2,119,317FMV
Sutter Valley Hospitals
K$221,759FMV
Sutter Valley Medical Foundation
S$257,086FMV
Sutter Bay Hospitals
K$364,267FMV
Sutter Bay Medical Foundation
S$213,946FMV