SUTTER BAY MEDICAL FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SUTTER BAY MEDICAL FOUNDATION (EIN 94-1156581)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-18
- IRS object ID
- 201142919349300429
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-18T18:47:22-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 178 S RIO GRANDE STREET SUITE 400 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156581 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALO ALTO MEDICAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PALO | NameControl |
| Phone | 9162866665 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2350 EL CAMINO REAL | AddressLine1 |
| City | MOUNTAIN VIEW | City |
| State | CA | State |
| ZIP Code | 94040 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHARON KUTIS | Name |
| Title | CFO | Title |
| Phone | 9162866665 | Phone |
| Date Signed | 2011-10-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8013503300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD SLAVIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2350 EL CAMINO REAL | AddressLine1 |
| City | MOUNTAIN VIEW | City |
| State | CA | State |
| ZIP Code | 94040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1282139515 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SUTTERHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 33 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4873 | TotalNbrEmployees |
| Total Nbr Volunteers | 112 | TotalNbrVolunteers |
| Total Gross UBI | 976291 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 11223 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9265065 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11754378 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1183213261 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1260777844 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8859334 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7426391 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1585486 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1898763 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1202923146 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1281857376 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2009257 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1254228 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 336850560 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 344544043 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 772141541 | OtherExpensePriorYear |
| Other Expenses Current Year | 845714491 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1111001358 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1191512762 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 91921788 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 90344614 | RevenuesLessExpensesCY |
| Total Assets BOY | 1011225633 | TotalAssetsBOY |
| Total Assets EOY | 1060828791 | TotalAssetsEOY |
| Total Liabilities BOY | 401314470 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 401346309 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 609911163 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 659482482 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 968749804 | Expense |
| Grants | 1254228 | Grants |
| Revenue | 1260777844 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 968749804 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | true | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 667 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 4873 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 33 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GARY B COLVIN | NamePerson |
| Telephone Number | 6506916470 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2350 W EL CAMINO REAL THIRD FLOOR | AddressLine1 |
| City | MOUNTAIN VIEW | City |
| State | CA | State |
| ZIP Code | 94040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| ARNOLD AIGEN MD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| THOMAS E BAILARD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JAMES B BASSETT MD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| AUGUST BENZ | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JORDAN BLOOM | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT BREMNER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| C TERRIGAL BURN MD | |||||||||
| TRUSTEE/CHAIR PAFMG | 1.0 | X | 0 | 0 | 0 | ||||
| MARY ANN CARMACK MD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| GEORGE COHEN MD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LAWRENCE DEGHETALDI MD | |||||||||
| DIVISION PRESIDENT-PAMF | 40.0 | X | 0 | 750504 | 268427 | X | |||
| SUSAN FORD DORSEY | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| DAVID DRUKER MD | |||||||||
| TRUSTEE & SVP REG. EXECUTIVE | 10.0 | X | 0 | 2927390 | 450030 | X | |||
| PATRICK FRY | |||||||||
| TRUSTEE&PRES/CEO SUTTER HEALTH | 1.0 | X | 0 | 2699636 | 2088912 | ||||
| MICHAEL R GAULKE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JEFF GERARD | |||||||||
| TRUSTEE & REG PRES PENIN CSTAL | 40.0 | X | 0 | 972294 | 465572 | X | |||
| CHRISTINE A GRIGER MD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| VINITA GUPTA | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| HARRY HANSON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| CARY HILL MD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT JAUNICH II | |||||||||
| TRUSTEE/CHAIR | 1.0 | X | 0 | 0 | 0 | X | |||
| JOSEPH LACY MD | |||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | ||||
| RICHARD M LEVY PHD | |||||||||
| TRUSTEE/CHAIR OF FINANCE | 15.0 | X | 0 | 0 | 0 | X | |||
| DUNCAN L MATTESON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LAURENCE MAY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ANTHONY P MEIER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT MERWIN | |||||||||
| TRUSTEE & CEO MPHS | 1.0 | X | 0 | 882238 | 404581 | ||||
| LAWRENCE G MOHR | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RICHARD MORGAN MD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JON NORDGAARD DMD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| MARGARET I RAFFIN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| RICHARD SLAVIN MD | |||||||||
| TRUSTEE & CEO PAMF | 40.0 | X | 0 | 761998 | 10077 | X | |||
| MARGARET TAYLOR | |||||||||
| TRUSTEE/VICE CHAIR | 1.0 | X | 0 | 0 | 0 | X | |||
| ELIZABETH VILARDO MD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| KAREN HALL ESQ | |||||||||
| SECRETARY/REG. GENERAL COUNSEL | 1.0 | 0 | 0 | 0 | X | ||||
| SHARON KUTIS | |||||||||
| CFO-PAMF | 40.0 | 0 | 512555 | 173274 | X | ||||
| DEBBIE GOODIN | |||||||||
| VP HUMAN RESOURCES-PAMF | 40.0 | 0 | 410781 | 151855 | X | ||||
| DAVID JURY | |||||||||
| VP DEVELOPMENT | 40.0 | 309328 | 0 | 37895 | X | ||||
| KATHERINE MANUEL | |||||||||
| COO, SANTA CRUZ MEDICAL FOUND | 40.0 | 0 | 282463 | 103918 | X | ||||
| FRANCIS MARZONI | |||||||||
| DIVISION PRESIDENT-PAMF | 40.0 | 1065607 | 0 | 33479 | X | ||||
| CECILIA MONTALVO | |||||||||
| VP STRATEGIC PLANNING-PAMF | 40.0 | 0 | 481249 | 155863 | X | ||||
| MICHAEL REANDEAU | |||||||||
| REG CIO, PENINSULA COASTAL | 40.0 | 0 | 388098 | 125174 | X | ||||
| PAUL TANG MD | |||||||||
| CMO-PAMF | 40.0 | 558983 | 0 | 41857 | X | ||||
| MUHAMMED AKHTAR | |||||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.0 | 308825 | 0 | 34766 | X | ||||
| HAROLD LUFT | |||||||||
| DIRECTOR RESEARCH INSTITUTE | 40.0 | 479799 | 0 | 37514 | X | ||||
| ALBERT J NOCELLA JR | |||||||||
| VP HUMAN RESOURCES-SANTA CRUZ | 40.0 | 0 | 241128 | 83296 | X | ||||
| CLAIRE RENZI | |||||||||
| VP PAYOR CONTRACTING | 40.0 | 327146 | 0 | 31011 | X | ||||
| VIVIAN K YOUNG | |||||||||
| VP HUMAN RESOURCES-PAMF | 40.0 | 0 | 273245 | 95865 | X | ||||
| PAUL DECHANT MD | |||||||||
| CEO, SGMF | 40.0 | 0 | 820596 | 263893 | X | ||||
| MARK MCLAUGHLIN | |||||||||
| DIRECTOR OF RESEARCH, FINANCE | 40.0 | 214007 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3263695 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 12404175 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5057259 | TotalOtherCompensation |
| Number Individuals GT100 K | 566 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PALO ALTO FOUNDATION MEDICAL GROUP | |||||
| 2350 W EL CAMINO REAL THIRD FLOOR | MOUNTAIN VIEW | CA | 94040 | MEDICAL SERVICES | 452933283 |
| BOGARD CONSTRUCTION INC | |||||
| 350 CORAL STREET | SANTA CRUZ | CA | 95060 | CONSTRUCTION | 4673887 |
| WL BUTLER CONSTRUCTION INC | |||||
| 204 FRANKLIN STREET | REDWOOD CITY | CA | 94063 | CONSTRUCTION | 4440223 |
| STANFORD MEDICAL CENTER PRO | |||||
| FILE 74432 PO BOX 60000 | SAN FRANCISCO | CA | 94160 | MEDICAL SERVICES | 3077679 |
| MIDA INDUSTRIES INC | |||||
| 6101 OBISPO AVENUE | LONG BEACH | CA | 90805 | JANITORIAL SERVICES | 2172464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 43 | NumberOfContractorsGT100K |
| Federated Campaigns | 546098 | FederatedCampaigns |
| Related Organizations | 70 | RelatedOrganizations |
| Government Grants | 3644907 | GovernmentGrants |
| All Other Contributions | 7563303 | AllOtherContributions |
| Noncash Contributions | 1136029 | NoncashContributions |
| Total Contributions | 11754378 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT SERVICE REVENUE | Description |
| Business Code | 622110 | BusinessCode |
| Total Revenue Column | 1260777844 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1260777844 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1260777844 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6367387 | TotalRevenueColumn |
| Exclusion | $6,367,387 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1202811 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 280339 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 922472 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 922472 | TotalRevenueColumn |
| Exclusion | $922,472 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1057804 | Securities |
| Other | 3000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 1800 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1057804 | Securities |
| Other | 1200 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1059004 | TotalRevenueColumn |
| Exclusion | $1,059,004 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| UBI - CONTRACTED ANIMAL SERVICES | 541900 | 947441 | 947441 |
| UBI - HEALTH MGMT RESOURCES | 454110 | 28850 | 28850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 976291 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1281857376 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1260777844 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 976291 | UnrelatedBusinessRevenue |
| Exclusion | $8,348,863 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1202228 | Total |
| Program Services | 1202228 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52000 | Total |
| Program Services | 52000 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1930918 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1930918 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224037983 | Total |
| Program Services | 176371745 | ProgramServices |
| Management And General | 47666238 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17808647 | Total |
| Program Services | 14186220 | ProgramServices |
| Management And General | 3622427 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82545590 | Total |
| Program Services | 60092696 | ProgramServices |
| Management And General | 22452894 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18220905 | Total |
| Program Services | 14249942 | ProgramServices |
| Management And General | 3970963 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4150119 | Total |
| Program Services | 3556964 | ProgramServices |
| Management And General | 593155 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1003309 | Total |
| Program Services | 410154 | ProgramServices |
| Management And General | 593155 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 469150 | Total |
| Program Services | 197368 | ProgramServices |
| Management And General | 271782 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 602756 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 602756 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445998554 | Total |
| Program Services | 445998554 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3304969 | Total |
| Program Services | 295447 | ProgramServices |
| Management And General | 3009522 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124024445 | Total |
| Program Services | 100871297 | ProgramServices |
| Management And General | 23153148 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25636741 | Total |
| Program Services | 2798647 | ProgramServices |
| Management And General | 22838094 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42723958 | Total |
| Program Services | 32062194 | ProgramServices |
| Management And General | 10661764 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 545872 | Total |
| Program Services | 310948 | ProgramServices |
| Management And General | 234924 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 718974 | Total |
| Program Services | 536718 | ProgramServices |
| Management And General | 182256 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8793098 | Total |
| Program Services | 8793098 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49274340 | Total |
| Program Services | 46722847 | ProgramServices |
| Management And General | 2551493 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5670217 | Total |
| Program Services | 5116458 | ProgramServices |
| Management And General | 553759 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUTTER CHARGEBACKS | 36001802 | 0 | 36001802 | 0 |
| MANAGED CARE PURCHASED SVCS | 26393357 | 3998431 | 22394926 | 0 |
| PROVISION FOR BAD DEBT | 23992533 | 23992533 | 0 | 0 |
| PURCHASED SVCS & MEDICAL LAB | 17107017 | 17107017 | 0 | 0 |
| ALL OTHER EXPENSES | 29303280 | 9826298 | 19476982 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1191512762 | Total |
| Program Services | 968749804 | ProgramServices |
| Management And General | 222762958 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72251029 | BOY |
| EOY | 72645850 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4942822 | BOY |
| EOY | 3425842 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110143573 | BOY |
| EOY | 123493653 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2981210 | BOY |
| EOY | 3412707 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3209043 | BOY |
| EOY | 4505418 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 941871464 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 303230851 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 625438596 | BOY |
| EOY | 638640613 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 126438885 | BOY |
| EOY | 130376030 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 2211004 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65820475 | BOY |
| EOY | 82117674 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1011225633 | BOY |
| EOY | 1060828791 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102120227 | BOY |
| EOY | 103829240 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266515479 | BOY |
| EOY | 263349078 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1292762 | BOY |
| EOY | 1343597 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31386002 | BOY |
| EOY | 32824394 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 401314470 | BOY |
| EOY | 401346309 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571996632 | BOY |
| EOY | 615629517 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27963992 | BOY |
| EOY | 34401672 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9950539 | BOY |
| EOY | 9451293 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 609911163 | BOY |
| EOY | 659482482 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1011225633 | BOY |
| EOY | 1060828791 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 90344614 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -40773295 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 1545081 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28386314 | BeginningOfYearBalance |
| Contributions | 569017 | Contributions |
| Investment Earnings Or Losses | 2324258 | InvestmentEarningsOrLosses |
| Other Expenditures | 1316985 | OtherExpenditures |
| Administrative Expenses | 163943 | AdministrativeExpenses |
| End Of Year Balance | 29798661 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22798516 | BeginningOfYearBalance |
| Contributions | 2079571 | Contributions |
| Investment Earnings Or Losses | 5015365 | InvestmentEarningsOrLosses |
| Other Expenditures | 1339118 | OtherExpenditures |
| Administrative Expenses | 168020 | AdministrativeExpenses |
| End Of Year Balance | 28386314 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28024903 | BeginningOfYearBalance |
| Contributions | 2982394 | Contributions |
| Investment Earnings Or Losses | -6174934 | InvestmentEarningsOrLosses |
| Other Expenditures | 1875346 | OtherExpenditures |
| Administrative Expenses | 158500 | AdministrativeExpenses |
| End Of Year Balance | 22798517 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.44516 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.55485 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 141370011 | OtherCostOrOtherBasis |
| Book Value | 141370011 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 405790135 | OtherCostOrOtherBasis |
| Depreciation | 105424221 | Depreciation |
| Book Value | 300365914 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37588252 | OtherCostOrOtherBasis |
| Depreciation | 15997223 | Depreciation |
| Book Value | 21591029 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 257756583 | OtherCostOrOtherBasis |
| Depreciation | 181165369 | Depreciation |
| Book Value | 76591214 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 99366483 | OtherCostOrOtherBasis |
| Depreciation | 644038 | Depreciation |
| Book Value | 98722445 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 638640613 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTERCOMPANY RECEIVABLES | 4855833 |
| GOODWILL | 2586390 |
| UNAMORTIZED FINANCING COSTS | 1520950 |
| OTHER RECEIVABLES | 22465801 |
| OTHER ASSETS | 50688700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 82117674 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INSURANCE LIABILITIES | $25,226,722 |
| OTHER LIABILITIES | $7,597,672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 32824394 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | PART V, QUESTION 4 | GOODHEART ENDOWMENT - GENERAL RESEARCH MILO FELLOWSHIP - RESEARCH FELLOWSHIPS ELY FELLOWSHIP - RESEARCH INSTITUTE EXEC DIRECTOR SALARY SUPPORT RES. INST. ENDOW-U - GENERAL RESEARCH AMES ENDOWMENT-P - GENERAL RESEARCH SAIER ENDOWMENT-PR - GENERAL RESEARCH DUSTERBERRY ENDOWMENT-TR - HEALTH CARE PROJECTS IN THE FREMONT, NEWARK AND UNION CITY AREAS EDUCATION ENDOWMENT - GENERAL EDUCATION PROGRAM PHYSICIAN ENDOWMENT TR - GENERAL HEALTHCARE PROGRAMS PHYSICIANS ENDOWMENT SCHOLARSHIP - MEDICAL SCHOOL SCHOLARSHIP PAMF NURSING ENDOWMENT - NURSING SCHOLARSHIP KILBANE ENDOWMENT - RADIATION ONCOLOGY PROGRAMS STEVENS ENDOW-PR - ELDERLY/AGING CARE PROGRAMS PEDIATRIC ENDOWMENT-PR - GENERAL PEDIATRIC PROGRAMS SHOCKLY ENDOWMENT-PR - GENERAL HEALTHCARE PROGRAMS RHOADES ENDOWMENT PR - GENERAL HEALTHCARE PROGRAMS RUSSELL ENDOWMENT - GENERAL PEDIATRIC PROGRAMS MITCHELL ENDOWMENT - MEDICAL ONCOLOGY PROGRAMS |
| ASC 740 (FIN48) FOOTNOTE FROM AUDIT | PART X, LINE 2 | THIS ORGANIZATION WAS PART OF A CONSOLIDATED FINANCIAL SYSTEM AUDIT. THE ASC 740 AUDIT FOOTNOTE DISCLOSURE FOR THE SUTTER SYSTEM IS AS FOLLOWS: DEFERRED INCOME TAX ASSETS, WHICH AS OF DECEMBER 31, 2010 AND 2009 WERE FULLY RESERVED, REFLECT THE NET TAX EFFECT OF TEMPORARY DIFFERENCES BETWEEN THE CARRYING AMOUNTS OF ASSETS AND THE LIABILITIES FOR FINANCIAL REPORTING AND THE AMOUNTS USED FOR INCOME TAX PURPOSES. AS OF DECEMBER 31, 2010 AND 2009, SUTTER HAD DEFERRED TAX ASSETS OF $13 (MILLION) RELATING PRINCIPALLY TO NET OPERATING LOSS CARRYOVERS. AS OF DECEMBER 31, 2010 AND 2009, SUCH DEFERRED TAX ASSETS WERE OFFSET BY A VALUATION ALLOWANCE OF $13 (MILLION). THE VALUATION ALLOWANCE DID NOT CHANGE IN 2010 OR 2009. FEDERAL NET OPERATING LOSS CARRYOVERS TOTALED $32 (MILLION) AT DECEMBER 31, 2010 AND WILL EXPIRE BETWEEN 2015 AND 2030. |
| DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS | SCHEDULE D, PART III, LINE 4 | ORGANIZATION HAS ARTWORK BEING DISPLAYED IN PUBLIC PLACES OF THE MEDICAL FACILITY FOR DECORATIVE PURPOSES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (30 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| LIFE ELDERCARE INC | |||||||
| 3300 CAPITOL AVE | FREMONT | CA | 94537 | 237455567 | 501(c)(3) | 10000 | DONATION |
| ABILITIES UNITED | |||||||
| 525 E CHARLESTON RD | PALO ALTO | CA | 94306 | 941546643 | 501(c)(3) | 10000 | DONATION |
| MAYVIEW COMMUNITY HEALTHER CTR | |||||||
| 270 GRAND AVE | PALO ALTO | CA | 94306 | 942239648 | 501(c)(3) | 10000 | DONATION |
| FRIENDS OF CHILDREN WITH SPECIAL NEEDS | |||||||
| 2300 PERALTA BLVD | FREMONT | CA | 94536 | 770446853 | 501(c)(3) | 10000 | DONATION |
| SANTA CRUZ WOMENS HEALTH CENTER | |||||||
| 250 LOCUST ST | SANTA CRUZ | CA | 95060 | 237428303 | 501(c)(3) | 10000 | DONATION |
| ADOLESCENT COUNSELING SERVICES | |||||||
| 4000 MIDDLEFIELD RD | PALO ALTO | CA | 94303 | 510192551 | 501(c)(3) | 12500 | DONATION |
| TEEN PREGNANCY COALITION SAN MATEO COUNTY | |||||||
| 120 JAMES AVE | REDWOOD CITY | CA | 94062 | 943227947 | 501(c)(3) | 10000 | DONATION |
| LEGAL AID SOCIETY OF SAN MATEO COUNTY | |||||||
| 521 E 5TH AVE | SAN MATEO | CA | 94402 | 941451894 | 501(c)(3) | 10000 | DONATION |
| STANFORD UNIVERSITY | |||||||
| 251 CAMPUS DR | STANFORD | CA | 94305 | 999373929 | 501(c)(3) | 10000 | DONATION |
| SALUD PARA LA GENTE | |||||||
| 195 AVIATION WY | WATSONVILLE | CA | 95076 | 942705747 | 501(c)(3) | 20000 | DONATION |
| FAMILY CAREGIVER ALLIANCE | |||||||
| 180 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | 942687079 | 501(c)(3) | 10000 | DONATION |
| COMMUNITY HEALTH PARTNERSHIP INC | |||||||
| 100 NO WINCHESTER | SANTA CLARA | CA | 95050 | 770352645 | 501(c)(3) | 10000 | DONATION |
| HOSPICE OF SANTA CRUZ COUNTY | |||||||
| 940 DISC DR | SCOTTS VALLEY | CA | 95066 | 942497618 | 501(c)(3) | 10000 | DONATION |
| AVENIDAS | |||||||
| 450 BRYANT ST | PALO ALTO | CA | 94301 | 941480548 | 501(c)(3) | 10000 | DONATION |
| SENIOR NETWORK SERVICES | |||||||
| 1777-A CAPITOLA RD | SANTA CRUZ | CA | 65062 | 942259716 | 501(c)(3) | 10000 | DONATION |
| OMBUDSMAN SERVICES OF SAN MATEO COUNTY INC | |||||||
| 711 NEVADA ST | REDWOOD CITY | CA | 94061 | 943397402 | 501(c)(3) | 10000 | DONATION |
| CARDIAC THERAPY FOUNDATION | |||||||
| 4000 MIDDLEFIELD RD | PALO ALTO | CA | 94303 | 770336212 | 501(c)(3) | 10000 | DONATION |
| MARCH OF DIMES | |||||||
| PO BOX 1657 | WILKSBARRE | PA | 18703 | 131846366 | 501(c)(3) | 15000 | DONATION |
| AMERICAN RED CROSS | |||||||
| 2731 N 1ST STREET | SAN JOSE | CA | 95134 | 945516472 | 501(c)(3) | 10000 | DONATION |
| EL CAMINO HOSPITAL | |||||||
| 2500 GRANT RD | MOUNTAIN VIEW | CA | 54040 | 943167314 | 501(c)(3) | 55562 | DONATION |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 941156617 | 501(c)(3) | 25000 | DONATION |
| AMERICAN RED CROSS BAY AREA | |||||||
| 85 SECOND ST | SAN FRANCISCO | CA | 94105 | 943045430 | 501(c)(3) | 25000 | DONATION |
| SAN FRANCISCO FOUNDATION | |||||||
| 885 BUSH SUITE 500 | SAN FRANCISCO | CA | 94105 | 010679337 | 501(c)(3) | 25000 | DONATION |
| PALO ALTO HILLS GOLF (CME EDUCATION EVENT) | |||||||
| 3000 ALEXIS DR | PALO ALTO | CA | 94304 | 941463217 | 501(c)(3) | 13459 | DONATION |
| PATHWAYS HOSPICE FOUNDATION | |||||||
| 201 SAN ANTONIO CIR | MOUNTAIN VIEW | CA | 94040 | 770390660 | 501(c)(3) | 10000 | DONATION |
| SANTA CLARA FAMILY HEALTH | |||||||
| 201 E HACIENDA AVE | CAMPBELL | CA | 95008 | 770545774 | 501(c)(3) | 10000 | DONATION |
| AMERICAN CANCER SOCIETY | |||||||
| 1720 SO AMPHLETT BLVD | SAN MATEO | CA | 94402 | 941170350 | 501(c)(3) | 30000 | DONATION |
| SUNNYVALE COMMUNITY SERVICES | |||||||
| 725 KIFER RD | SUNNYVALE | CA | 94086 | 941713897 | 501(C)(3) | 10000 | DONATION |
| AMERICAN SOCIETY OF CLINICAL ONCOLOGY | |||||||
| 1900 DUKE ST SUITE 200 | ALEXANDRA | VA | 22314 | 136180380 | 501(C)(3) | 40000 | DONATION |
| O'CONNOR HOSPITAL FOUNDATION | |||||||
| 2105 FOREST AVE | SAN JOSE | CA | 95128 | 912154436 | 501(C)(3) | 125000 | DONATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 30 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | PAMF NURSING SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 14 | NumberOfRecipients |
| Amount Of Cash Grant | 52000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| Explanation | THE HEALTH CARE ENDOWMENT COMMITTEE (HCEC) (CURRENT/PAST TRUSTEES AND PHYSICIANS) APPROVE THE GRANTS. THE OUTSIDE FIRM OF KRAMER, BLUM AND ASSOCIATES IS RETAINED AND IT SENDS OUT THE REQUEST FOR PROPOSALS (RFP'S) TO THE AGENCIES THAT ARE INVITED TO APPLY. THE FIRM DOES THE DUE DILIGENCE TO DETERMINE IF THE AGENCIES ARE QUALIFIED, AND WORTHY OF A HCEC GRANT. THE FIRM PROVIDES THE ENDOWMENT COMMITTEE WITH A DOCKET AND ITS RECOMMENDATIONS PRIOR TO THE MEETING TO APPROVE OR NOT APPROVE THE PROPOSALS. THE SUTTER HEALTH SYSTEM HAS AN OVERLAP IN LEADERSHIP WHICH MONITORS THE USE OF GRANTS BETWEEN AFFILIATES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUHAMMED AKHTAR | |||||||||||||
| 263825 | 0 | 45000 | 0 | 0 | 0 | 15925 | 0 | 18841 | 0 | 343591 | 0 | 0 | 0 |
| PAUL DECHANT MD | |||||||||||||
| 0 | 433802 | 0 | 301194 | 0 | 85600 | 0 | 245246 | 0 | 18647 | 0 | 1084489 | 0 | 189075 |
| LAWRENCE DEGHETALDI MD | |||||||||||||
| 0 | 500305 | 0 | 247922 | 0 | 2277 | 0 | 249991 | 0 | 18436 | 0 | 1018931 | 0 | 271453 |
| DAVID DRUKER MD | |||||||||||||
| 0 | 2135005 | 0 | 780457 | 0 | 11928 | 0 | 440614 | 0 | 9416 | 0 | 3377420 | 0 | 565132 |
| PATRICK FRY | |||||||||||||
| 0 | 1450576 | 0 | 1233950 | 0 | 15110 | 0 | 2058620 | 0 | 30292 | 0 | 4788548 | 0 | 973771 |
| JEFF GERARD | |||||||||||||
| 0 | 613953 | 0 | 353400 | 0 | 4941 | 0 | 447307 | 0 | 18265 | 0 | 1437866 | 0 | 331232 |
| DEBBIE GOODIN | |||||||||||||
| 0 | 300973 | 0 | 108640 | 0 | 1168 | 0 | 135317 | 0 | 16538 | 0 | 562636 | 0 | 99347 |
| DAVID JURY | |||||||||||||
| 252441 | 0 | 25000 | 0 | 31887 | 0 | 20825 | 0 | 17070 | 0 | 347223 | 0 | 0 | 0 |
| SHARON KUTIS | |||||||||||||
| 0 | 380433 | 0 | 131350 | 0 | 772 | 0 | 161119 | 0 | 12155 | 0 | 685829 | 0 | 110770 |
| HAROLD LUFT | |||||||||||||
| 414799 | 0 | 65000 | 0 | 0 | 0 | 15925 | 0 | 21589 | 0 | 517313 | 0 | 0 | 0 |
| KATHERINE MANUEL | |||||||||||||
| 0 | 232572 | 0 | 49600 | 0 | 291 | 0 | 91936 | 0 | 11982 | 0 | 386381 | 0 | 37670 |
| FRANCIS MARZONI | |||||||||||||
| 667338 | 0 | 350094 | 0 | 48175 | 0 | 18375 | 0 | 15104 | 0 | 1099086 | 0 | 0 | 0 |
| MARK MCLAUGHLIN | |||||||||||||
| 214007 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 214007 | 0 | 0 | 0 |
| ROBERT MERWIN | |||||||||||||
| 0 | 555175 | 0 | 319660 | 0 | 7403 | 0 | 387854 | 0 | 16727 | 0 | 1286819 | 0 | 288231 |
| CECILIA MONTALVO | |||||||||||||
| 0 | 320059 | 0 | 157591 | 0 | 3599 | 0 | 139324 | 0 | 16539 | 0 | 637112 | 0 | 95641 |
| ALBERT J NOCELLA JR | |||||||||||||
| 0 | 196749 | 0 | 41300 | 0 | 3079 | 0 | 71374 | 0 | 11922 | 0 | 324424 | 0 | 39421 |
| MICHAEL REANDEAU | |||||||||||||
| 0 | 320340 | 0 | 59700 | 0 | 8058 | 0 | 118680 | 0 | 6494 | 0 | 513272 | 0 | 62677 |
| CLAIRE RENZI | |||||||||||||
| 262229 | 0 | 60000 | 0 | 4917 | 0 | 20825 | 0 | 10186 | 0 | 358157 | 0 | 0 | 0 |
| RICHARD SLAVIN MD | |||||||||||||
| 0 | 581365 | 0 | 175000 | 0 | 5633 | 0 | 4956 | 0 | 5121 | 0 | 772075 | 0 | 0 |
| PAUL TANG MD | |||||||||||||
| 513889 | 0 | 25000 | 0 | 20094 | 0 | 18176 | 0 | 23681 | 0 | 600840 | 0 | 0 | 0 |
| VIVIAN K YOUNG | |||||||||||||
| 0 | 219317 | 0 | 50500 | 0 | 3428 | 0 | 89579 | 0 | 6286 | 0 | 369110 | 0 | 46081 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RELEVANT INFORMATION REGARDING COMPENSATION ITEMS | PART I, QUESTION 1A | FIRST-CLASS TRAVEL: OFFICERS PAID BY SUTTER HEALTH MAY UPGRADE TO FIRST-CLASS TRAVEL FOR FLIGHTS GREATER THAN FOUR HOURS IN DURATION. TRAVEL FOR COMPANIONS: OFFICERS AND KEY EMPLOYEES PAID BY SUTTER HEALTH ARE ELIGIBLE TO BRING A COMPANION ON ONE BUSINESS TRIP PER CALENDAR YEAR AND HAVE THE COST OF THE AIRFARE AND MEALS PAID FOR BY SUTTER HEALTH. THE COST IS ADDED TO EMPLOYEE'S WAGES. TAX INDEMNIFICATION: STANDARD POLICY FOR ALL SUTTER HEALTH EMPLOYEES IS THAT NON-CASH GIFTS AND AWARDS ARE GROSSED-UP FOR TAX PURPOSES. THE AMOUNT OF THE GROSS-UP IS ADDED TO THE EMPLOYEE'S WAGES. |
| SUPPLEMENTAL COMPENSATION INFORMATION | PART I, QUESTION 3 | THE CEO OF THE ORGANIZATION IS AN EMPLOYEE OF SUTTER HEALTH. THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. |
| NONQUALIFIED RETIREMENT PLAN | PART I, QUESTION 4B | THE PURPOSE OF THE NONQUALIFIED RETIREMENT PLAN IS TO PROVIDE ADDITIONAL DEFERRED COMPENSATION BENEFITS TO THE PARTICIPANTS, WHO ARE MEMBERS OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES, BY PROVIDING FOR THE PAYMENT OF DEFERRED COMPENSATION AFTER THE COMPLETION OF THE SPECIFIED NUMBER OF YEARS OF SERVICE. ANNUALLY, SUTTER HEALTH MAKES A CONTRIBUTION TO EACH PARTICIPANT'S ACCOUNT BASED ON 4% OF BASE PAY. THERE IS AN ADDITIONAL CONTRIBUTION FOR EXECUTIVES WHOSE PENSION ELIGIBLE EARNINGS WERE GREATER THAN THE PENSION PAY CAP IN THE PREVIOUS YEAR. THE CALCULATION IS AS FOLLOWS: - PENSION ELIGIBLE EARNINGS - LESS PENSION PAYCAP AMOUNT - TIMES A SPECIFIC % BASED ON YEARS OF SERVICE THE PENSION RESTORATION PLAN IS DESIGNED TO HELP MAXIMIZE EACH PARTICIPANT'S RETIREMENT POTENTIAL BY PROVIDING A TARGETED BENEFIT THAT, ALONG WITH EACH PARTICIPANT'S OTHER RETIREMENT INCOME, PROVIDES: - 65% OF FINAL 4-YEAR AVERAGE SALARY IF PARTICIPANT RETIRES AT AGE 65 WITH 22.5 YEARS OF SERVICE. - 50% OF FINAL 4-YEAR AVERAGE SALARY IF PARTICIPANT RETIRES AT AGE 65 WITH 15 YEARS OF SERVICE. SINCE IT IS A TARGETED BENEFIT, ANNUAL CONTRIBUTION AMOUNTS VARY BASED ON ASSUMPTIONS MADE TAKING INTO ACCOUNT EACH PARTICIPANTS' AGE, YEARS OF SERVICE, AND OTHER RETIREMENT ACCOUNT BALANCES. NAME AND AMOUNT FOR 2010: LAWRENCE DEGHETALDI $35,100 DAVID DRUKER MD $122,700 PATRICK FRY $1,127,856 JEFF GERARD $101,700 SHARON KUTIS $23,700 PAUL DECHANT MD $32,800 DEBBIE GOODIN $19,900 KATHERINE MANUEL $8,200 ROBERT MERWIN $135,200 CECILIA MONTALVO $19,100 MICHAEL REANDEAU $16,200 VIVIAN K YOUNG $9,500 ALBERT J NOCELLA JR $6,800 |
| NON-FIXED PAYMENTS | PART I, QUESTION 7 | 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% OF GROSS PAY. 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, REGION, AND SYSTEM-WIDE OBJECTIVES THAT DRIVE OVERALL ORGANIZATION PERFORMANCE. A PORTION OF THE PLAN AWARD IS DISCRETIONARY IN THAT THE SUPERVISOR MAY ADD +/- 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 PLAN (LTPP) Sutter Health also employs long term performance plans which are 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 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 incentive plan approach also incorporates a CEO discretionary component. This unique feature allows the President & CEO the ability 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 and are reviewed by the Compensation Committee. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| CSCDA 2005A | |||||||
| 680164610 | 130911U24 | 2005-10-19 | 141858436 | CONSTRUCT & EQUIP FACILITY | false | false | false |
| CSCDA 2005BC | |||||||
| 680164610 | 130795EG8 | 2007-05-01 | 31395146 | REFUNDING - 10/19/2005 | false | false | false |
| CSCDA 2008BC | |||||||
| 680164610 | 130795TD9 | 2008-05-14 | 90320108 | CONSTRUCT & EQUIP FACILITY | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capitalized InterestCapitalizedInterest |
|---|---|---|---|---|---|---|---|---|
| 148293125 | 14758815 | 162264080 | 2008 | false | false | true | true | |
| 31866092 | 2341948 | true | false | true | true | |||
| 94769437 | 79643155 | false | false | true | true | 25671812 |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | 0.01100 | 0.00000 | 0.01100 | true |
| false | true | true | true | true | 0.00900 | 0.00000 | 0.00900 | true |
| false | true | true | false | true | 0.00100 | 0.00000 | 0.00100 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | false | false | false | false | false |
| false | false | false | false | false | false |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SEE SCHEDULE O | Identifier |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| BASSETT GRIGER VILLARDO NORDGAAR | |||
| TRUSTEES | 452933283 | SEE PART V | false |
| BURN HILL LACY AND CARMACK | |||
| RICHARD LEVY | |||
| BOD | 1138256 | SEE PART V | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTIONS OF BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART IV | ReturnReference |
| Explanation | JAMES BASSETT MD, CHRISTINE GRIGER MD, ELIZABETH VILLARDO MD, JON NORDGAARD DPM, C TERRIGAL BURN MD, CARY HILL MD, JOSEPH LACY MD AND MARY ANN CARMACK MD, THE PAMF TRUSTEES, WERE ALSO SHAREHOLDERS & ON THE BOARD OF DIRECTORS OF PALO ALTO FOUNDATION MEDICAL GROUP(PAFMG). CONTRACTED SERVICES WERE PROVIDED BY PAFMG THROUGH THE PROFESSIONAL SERVICES AGREEMENT WHEREIN PAFMG PROVIDES THE PROFESSIONAL SERVICES RENDERED TO PAMF PATIENTS. RICHARD LEVY IS A TRUSTEE OF PAMF AND PART OWNER AND DIRECTOR OF VARIAN MEDICAL SYSTEMS. DURING THE YEAR PAMF PAID VARIAN FOR MEDICAL EQUIPMENT VIA AN ARMS-LENGTH AGREEMENT. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 271029 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV OF STOCK | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 865000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV OF CONDO | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION STATEMENT | FORM 990, PART I, LINE 1 AND PART III, LINE 1 | WE ENHANCE THE WELL-BEING OF THE PEOPLE IN OUR COMMUNITIES THROUGH COMPASSION, EXCELLENCE AND INNOVATION IN HEALTH CARE SERVICE, RESEARCH AND EDUCATION. |
| EXEMPT PURPOSE ACHIEVEMENTS | FORM 990, PART III, LINE 4A | THE PALO ALTO MEDICAL FOUNDATION FOR HEALTH CARE, RESEARCH AND EDUCATION (PAMF) IS A NOT-FOR-PROFIT HEALTH CARE ORGANIZATION THAT IS A PIONEER IN BOTH MULTISPECIALTY GROUP PRACTICE OF MEDICINE AND OUTPATIENT MEDICINE. IN 1993, PAMF AFFILIATED WITH SUTTER HEALTH, A FAMILY OF NOT-FOR-PROFIT HOSPITALS AND PHYSICIAN ORGANIZATIONS THAT SHARE RESOURCES AND EXPERTISE TO ADVANCE HEALTH CARE QUALITY. IN 2009, PAMF, MILLS-PENINSULA HEALTH SERVICES (MPHS), SUTTER MATERNITY AND SURGERY CENTER AND MENLO PARK SURGICAL HOSPITAL CAME TOGETHER TO FORM SUTTER HEALTH'S PENINSULA COASTAL REGION. SERVING MORE THAN 100 COMMUNITIES IN NORTHERN CALIFORNIA, SUTTER HEALTH IS A REGIONAL LEADER IN CARDIAC CARE AS WELL AS CARE OF WOMEN AND CHILDREN, AND IS A PIONEER IN ADVANCED PATIENT SAFETY TECHNOLOGY. IN 2008, THE PHYSICIANS OF THE FORMER CAMINO MEDICAL GROUP, PALO ALTO MEDICAL CLINIC AND SANTA CRUZ MEDICAL CLINIC MERGED INTO A SINGLE PHYSICIAN GROUP CALLED THE PALO ALTO FOUNDATION MEDICAL GROUP (PAFMG) TO CONTRACT WITH PAMF TO PROVIDE PHYSICIAN SERVICES AND IN 2010, A NEW MULTISPECIALTY PHYSICIAN GROUP, PENINSULA MEDICAL CLINIC (PMC), WAS FORMED. NOW, PAMF'S 1,058 AFFILIATED PHYSICIANS AND 4,350 EMPLOYEES SERVE MORE THAN 660,000 PATIENTS AT 35 SITES THROUGHOUT THE BAY AREA. PAMF'S MISSION IS TO ENHANCE THE WELL-BEING OF THE PEOPLE IN OUR COMMUNITIES THROUGH COMPASSION, EXCELLENCE AND INNOVATION IN HEALTH CARE SERVICES, RESEARCH AND EDUCATION. PAMF HAS THREE DIVISIONS: 1. HEALTH CARE 2. EDUCATION 3. RESEARCH HEALTH CARE DIVISION PAMF'S HEALTH CARE DIVISION CONSISTS OF FOUR DIVISIONS: 1. PALO ALTO, SERVING ALAMEDA, SAN MATEO AND SANTA CLARA COUNTIES 2. CAMINO, SERVING SANTA CLARA COUNTY 3. SANTA CRUZ , SERVING SANTA CRUZ COUNTY 4. MILLS-PENINSULA, SERVING SAN MATEO COUNTY THESE DIVISIONS OFFER MORE THAN 45 MEDICAL SPECIALTIES, A FULL RANGE OF MEDICAL SERVICES, AND STATE-OF-THE-ART TECHNOLOGY. THIS TECHNOLOGY INCLUDES THE MOST ADVANCED DIAGNOSTIC IMAGING AND TREATMENT DEVICES, AN ELECTRONIC HEALTH RECORD SYSTEM, THREE LICENSED ACUTE-CARE FACILITIES, AND ONE ACCREDITED HOME HEALTH AGENCY. PAMF'S ADVANCED CAPABILITIES AND EMPHASIS ON OUTPATIENT CARE ALLOW PHYSICIANS AND STAFF TO MINIMIZE HOSPITALIZATION OF PATIENTS, REDUCING THE OVERALL COST OF MEDICAL CARE SIGNIFICANTLY WHILE MAINTAINING THE HIGHEST QUALITY OF CARE FOR PATIENTS. AS PART OF ITS COMMITMENT TO SERVING ITS COMMUNITY, PAMF PROVIDES CARE TO MEDICALLY INDIGENT PATIENTS AND THOSE ENROLLED IN MEDICARE, MEDI-CAL, AND OTHER GOVERNMENT PROGRAMS WHOSE REIMBURSEMENTS FALL SHORT OF COVERING THE COST OF PROVIDING CARE. ACHIEVEMENTS * PAMF RECEIVED A THREE-YEAR ACCREDITATION FROM THE INSTITUTE OF MEDICAL QUALITY (IMQ) IN 2010. RECOGNIZED BY THE MEDICAL BOARD OF CALIFORNIA, MANY LIABILITY CARRIERS, WORKERS' COMPENSATION AND INSURERS, IMQ'S AMBULATORY PROGRAM WAS DESIGNED TO PROMOTE QUALITY CARE AND ASSURE COMPLIANCE WITH GOVERNMENT REGULATIONS. * THE INTEGRATED HEALTHCARE ASSOCIATION (IHA) HAS NAMED THE PALO ALTO MEDICAL FOUNDATION (PAMF) AS ONE OF THE MOST OUTSTANDING PHYSICIAN GROUPS IN CALIFORNIA BASED ON ITS PAY-FOR-PERFORMANCE (P4P) PROGRAM MEASURE FOR SIX CONSECUTIVE YEARS. IN OVERALL PERFORMANCE, PAMF RANKED AS A "TOP PERFORMER" IN PATIENT EXPERIENCE, INFORMATION TECHNOLOGY AND CLINICAL QUALITY, SUCH AS CANCER SCREENINGS, IMMUNIZATIONS AND DIABETES CARE. * IN 2010, PAMF WAS RANKED IN THE TOP TEN OF THE TOP WORK PLACES IN THE BAY AREA, IN THE FIRST EMPLOYEE-BASED SURVEY OF BAY AREA COMPANIES. PAMF PLACED FIRST AS THE TOP NON-PROFIT WORKPLACE AND SIXTH IN THE TOP 10 LARGE COMPANIES TO WORK FOR. * FOR THE SECOND YEAR IN A ROW, MODERN HEALTHCARE SELECTED SUTTER MATERNITY AND SURGERY CENTER AS ONE OF THE "BEST PLACES TO WORK IN HEALTHCARE." (2010) * SUTTER MATERNITY AND SURGERY CENTER (SMSC) RECEIVED THE 2010 PRESS GANEY SUMMIT AWARD FOR BEING IN THE TOP FIVE PERCENT NATIONALLY IN PATIENT SATISFACTION FOR HEALTH CARE FACILITIES. A SECOND AWARD, "THE BEST PLACE TO PRACTICE AWARD," RECOGNIZED SMSC FOR REACHING AND SUSTAINING THE 95TH PERCENTILE ON THEIR PHYSICIAN SATISFACTION SURVEYS. * MORE THAN 242,000 PAMF PATIENTS ARE ENROLLED IN PAMFONLINE, AN INNOVATIVE SET OF INTERNET-BASED SERVICES THAT ALLOWS PATIENTS TO CONNECT TO KEY PORTIONS OF THEIR ELECTRONIC HEALTH RECORD. (2010) * ON THE ANNUAL SURVEY OF HEALTH CARE PROVIDERS FROM THE OFFICE OF THE PATIENT ADVOCATE (OPA), A STATE AGENCY THAT ISSUES AN ANNUAL REPORT CARD TO HELP CONSUMERS EVALUATE HEALTH COVERAGE, PAMF RECEIVED THE HIGHEST RATING - FOUR STARS OUT OF A POSSIBLE FOUR - FOR PATIENT SATISFACTION. (2009) * PAMF'S RESEARCH INSTITUTE HAS RECEIVED MORE THAN $6 MILLION IN GRANTS FROM THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY AND NATIONAL INSTITUTES OF HEALTH. (2009) * SUTTER HEALTH PRESIDENT'S AWARD - THIS AWARD RECOGNIZES OUTSTANDING PERFORMANCE IN THE AREAS OF CLINICAL QUALITY, SERVICE EXCELLENCE, COMMUNITY BENEFIT AND CHARITY CARE, EMPLOYEE AND PHYSICIAN SATISFACTION, TARGETED GROWTH AND FINANCIAL HEALTH. (2008) * WORKING WITH ENIGMA CKM INC., PAMF DEVELOPED MEDICAL INFORMATICS TECHNOLOGY TO PERSONALIZE THE CARE OF INDIVIDUALS WITH CHRONIC HEALTH CONDITIONS. * PAMF BECAME THE FIRST HEALTH CARE ORGANIZATION IN THE WORLD TO USE A NEW HIGH-DEFINITION MULTI-LEAF COLLIMATOR. THIS ULTRA-FINE DEVICE FOR RADIOSURGERY ALLOWS DOCTORS TO TREAT BRAIN TUMORS AND CANCER IN ALL PARTS OF THE BODY WITH UNSURPASSED ACCURACY - ALL WITH FEWER SIDE EFFECTS, GREATER PATIENT COMFORT AND IMPROVED OUTCOMES AS COMPARED TO CONVENTIONAL "OPEN" SURGERY. * PAMF'S DEPARTMENT OF RADIATION ONCOLOGY IS AMONG JUST A MINORITY OF OUTPATIENT FACILITIES THAT OFFER TWO ADVANCED RADIATION THERAPY TECHNIQUES: THREE-DIMENSIONAL CONFORMAL RADIOTHERAPY (3DCRT) AND AN EXTENSION OF THIS APPROACH KNOWN AS INTENSITY MODULATED RADIATION THERAPY (IMRT). * PAMF'S MOUNTAIN VIEW CENTER WAS THE FIRST MEDICAL CENTER IN NORTHERN CALIFORNIA WITH A POWERFUL DUAL-SOURCE CARDIAC COMPUTER TOMOGRAPHY (CT) SCANNER THAT ALLOWS CARDIOLOGIST TO FIND PATIENTS' HEART PROBLEMS QUICKLY AND PAINLESSLY. EDUCATION DIVISION PAMF'S EDUCATION DIVISION PROVIDES HEALTH EDUCATION THROUGH HEALTH PROMOTION CLASSES, SUPPORT GROUPS AND COMMUNITY OUTREACH. IT PROVIDES FINANCIAL SUPPORT TO COMMUNITY ORGANIZATIONS, PROJECTS RELATED TO HEALTH CARE, IN-KIND ASSISTANCE THROUGH DONATIONS OF MEDICAL EQUIPMENT, AND HEALTH FAIRS AND PROGRAMS. THE HEALTH EDUCATION PROGRAMS OFFERED BY PAMF'S EDUCATION DIVISION FOCUS ON WELLNESS, PRENATAL/POSTPARTUM CARE AND DISEASE MANAGEMENT. PAMF ALSO OFFERS NEED-BASED SCHOLARSHIPS FOR EDUCATION CLASSES. IN ADDITION, THE EDUCATION DIVISION OFFERS FREE COMMUNITY LECTURES, HEALTH RESOURCE CENTERS, SUPPORT GROUPS, AND PROVIDES RELIABLE HEALTH INFORMATION TO THE PUBLIC THROUGH PAMF'S WEBSITE, PAMF.ORG. SEPARATE WEB SITES FOR PRETEENS, TEENS AND PARENTS OFFER MEDICALLY ACCURATE AND AGE-APPROPRIATE INFORMATION FOR THOSE IN THE COMMUNITY AND AROUND THE WORLD. THE TEEN SITE HAS RECEIVED MORE THAN 13 MILLION VISITS FROM AROUND THE WORLD SINCE IT LAUNCHED IN 2001, AND THE PRETEEN SITE HAS RECEIVED MORE THAN 1.7 MILLION VISITS SINCE IT WAS LAUNCHED IN 2004. PAMF IS COMMITTED TO BEING AN ACTIVE MEMBER OF THE COMMUNITIES IT SERVES, AND SUPPORTS VARIOUS COMMUNITY PROGRAMS AND SERVICES SUCH AS PROJECTS AND EDUCATIONAL ACTIVITIES WITH LOCAL SCHOOL DISTRICTS, AND PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS, INCLUDING CLOSE PARTNERSHIPS WITH COMMUNITY CLINICS IN UNDERSERVED AREAS. PAMF'S PHYSICIANS AND STAFF MEMBERS ALSO DONATE HUNDREDS OF HOURS TO COMMUNITY SERVICE. RESEARCH DIVISION THE MISSION OF THE PAMF RESEARCH INSTITUTE IS TO BE A WORLD LEADER IN THE AREAS OF BIOMEDICAL, CLINICAL, HEALTH POLICY, PUBLIC HEALTH RESEARCH AND RESEARCH TRAINING. THE RESEARCH INSTITUTE ALSO OVERSEES CLINICAL TRIALS CONDUCTED BY PAMF PHYSICIANS. PAMF'S RESEARCH PROGRAMS ARE NATIONALLY KNOWN AND HAVE MADE NUMEROUS DISCOVERIES LEADING TO IMPROVEMENT OF CARE FOR THE ENTIRE COMMUNITY. THE RESEARCH INSTITUTE RECEIVES FUNDING FROM THE NATIONAL INSTITUTES OF HEALTH, OTHER GOVERNMENT GRANTS, AND FROM INDIVIDUAL GIFTS FROM DONORS. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, QUESTIONS 6 & 7A | 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. |
| DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, QUESTION 7B | 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. (B) AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION. (C) ADOPTION OF OPERATING BUDGETS AND CAPITAL BUDGETS (ALTHOUGH THE BOARD IS EMPOWERED TO DEVELOP ITS OWN BUDGETS WITHIN THE GUIDELINES AND OBJECTIVES SET BY THE GENERAL MEMBER). (D) EXPENDITURES BEYOND APPROVED BUDGETS AND IN EXCESS OF A DOLLAR AMOUNT, NOT LESS THAN $200,000, TO BE SET BY THE GENERAL MEMBER. (E) BORROWING IN EXCESS OF A DOLLAR AMOUNT, NOT LESS THAN $200,000, TO BE SET BY THE GENERAL MEMBER (FOR THE PURPOSE OF THIS SECTION 14.1, "BORROWING" INCLUDES, BUT IS NOT LIMITED TO, LEASE AGREEMENTS AND INSTALLMENT CONTRACTS). (F) PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE OR ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A VALUE IN EXCESS OF A DOLLAR AMOUNT, NOT LESS THAN $200,000, TO BE SET BY THE GENERAL MEMBER AND NOT PREVIOUSLY INCLUDED IN THE CAPITAL BUDGET. (G) APPOINTMENT OF AN INDEPENDENT AUDITOR AND CORPORATE COUNSEL. (H) APPROVAL OF TRANSACTIONS OF THIS CORPORATION IN WHICH A TRUSTEE OR OFFICER OF THIS CORPORATION HAS A MATERIAL FINANCIAL INTEREST. (I) APPROVAL OF SELECTION OF THE CHIEF EXECUTIVE OFFICER. (J) ADOPTION OF QUALITY IMPROVEMENT PROCEDURES OR STANDARDS THAT DO NOT MEET OR EXCEED GUIDELINES OR PROCEDURES ESTABLISHED BY THE GENERAL MEMBER. (NOTWITHSTANDING THE FOREGOING, IT IS UNDERSTOOD AND AGREED THAT THE GENERAL MEMBER WILL NOT IMPOSE GUIDELINES OR PROCEDURES THAT MAY HAVE A MATERIAL ADVERSE EFFECT ON THE CORPORATION, WITHOUT THE PRIOR APPROVAL OF THIS CORPORATION.) (K) THE CREATION OF ANY SUBSIDIARY ORGANIZATION. |
| DESCRIBE THE PROCESS USED BY MGMT &/OR GOVERNING BODY TO REVIEW FORM 990 | FORM 990, PART VI, QUESTION 11A | 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, OFFICE OF THE GENERAL COUNSEL, AND HUMAN RESOURCES. ADDITIONALLY, THE CHIEF FINANCIAL OFFICER SIGNS OFF ON THIS DATA BEFORE THE RETURN GOES TO THE PREPARATION STAGE. A NATIONAL ACCOUNTING FIRM PREPARES AND/OR REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT AND THE AFFILIATE WITH THE CHIEF FINANCIAL OFFICER GIVING HIS/HER APPROVAL BEFORE THE RETURN IS FILED. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, QUESTION 12 | EACH INDIVIDUAL BOARD MEMBER AND OFFICER HAS TO SIGN AN ACKNOWLEDGEMENT FORM THAT THEY HAVE READ THE POLICY. ANNUALLY A DISCLOSURE STATEMENT IS COMPLETED BY ALL OFFICERS AND BOARD MEMBERS. 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 CEO AND BOARD CHAIR WILL REVIEW THE STATEMENTS AND MONITOR SITUATIONS THAT MAY POSE A POTENTIAL CONFLICT OF INTEREST. THE CEO AND BOARD CHAIR 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 TRUSTEE 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 MAY REQUEST THE TRUSTEE TO NOT PARTICIPATE DURING RELATED PRESENTATIONS AND DISCUSSIONS. IN ALL CIRCUMSTANCES INVOLVING AN ACTUAL CONFLICT, THE INTERESTED TRUSTEE SHALL REFRAIN FROM VOTING ON ANY MATTER RELATED TO THE TRANSACTION. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, QUESTION 15 | THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. 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) AND (C) 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 CALIFORNIA'S UNDERLYING COMPENSATION STRUCTURE IS HIGHER THAN NATIONAL DATA (ESPECIALLY IN THE BAY AREA), REGIONAL PAY COMPARISONS AND ADJUSTMENTS ARE MADE. ALL OFFICERS OF THE ORGANIZATION (I.E., CEO, CFO, COO) UNDERGO A REVIEW AND COMPENSATION COMMITTEE APPROVAL ANNUALLY. KEY EMPLOYEES AND OTHER EXECUTIVES OF SUTTER HEALTH WHO ARE CONSIDERED DISQUALIFIED PERSONS FOR FORM 990 REPORTING PURPOSES ARE HANDLED IN THE SAME MANNER. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, QUESTION 19 | 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. |
| HOURS PER WEEK DEVOTED TO RELATED ORGANIZATION | FORM 990, PART VII | THE FOLLOWING BOARD MEMBERS/OFFICERS OF THE ORGANIZATION ARE FULL-TIME (40 HOURS PER WEEK) EMPLOYEES OF SUTTER HEALTH AND THEIR SUTTER HEALTH SALARIES ARE REPORTED HEREIN. THESE INDIVIDUALS RECEIVE NO COMPENSATION FOR THEIR SERVICE AS BOARD MEMBERS/OFFICERS OF THIS ORGANIZATION. DAVID DRUKER MD PATRICK FRY ROBERT MERWIN |
| OTHER CHANGES IN FUND BALANCE | FORM 990, PART XI, LINE 5 | EQUITY TRANSFERS (NET) $(45,595,008) CHANGE IN UNREALIZED GAIN/(LOSS) ON INVESTMENTS 2,915,649 INTEREST INCOME FROM K-1 (211) RENTAL INCOME FROM K-1 (47,889) PARTNERSHIP INCOME ON BOOKS 69,577 ADJUSTMENTS TO BEGINNING BALANCE 1,868,786 ANNUITY TRUE-UP 10,947 CHANGE IN SPLIT INTEREST 4,854 ------------ $(40,773,295) ============ |
| COMPILATION, REVIEW AND AUDIT OF INDEPENDENT ACCOUNTANT | FORM 990, PART XII, QUESTION 2 | ANNUALLY THE SUTTER HEALTH SYSTEM HAS AN AUDIT OF COMBINED BALANCE SHEETS AND STATEMENTS OF OPERATIONS PERFORMED BY INDEPENDENT AUDITORS. AN AUDIT COMMITTEE SELECTS THE AUDITORS AND REVIEWS RESULTS. |
| SCHEDULE K SUPPLEMENTAL INFORMATION | SCHEDULE K, PART V | GLOBAL DISCLOSURE PART I, COLUMN (E): THE ORGANIZATION'S SOLE CORPORATE MEMBER IS A CONDUIT BORROWER OF TAX-EXEMPT BOND ISSUES THAT ALLOCATES PORTIONS OF EACH ISSUE TO SUBSIDIARY ORGANIZATIONS. THE ORGANIZATION IS ONLY REPORTING THE AMOUNT IT HAS BEEN ALLOCATED. PART II, LINE 7: ISSUANCE COSTS WERE FUNDED THROUGH AN EQUITY CONTRIBUTION. PAMF SPECIFIC PART I, LINE B, COLUMN (F): THE INITIAL BONDS ISSUED IN 2005 WERE NEW MONEY BONDS THAT WERE RETIRED AND REISSUED ON MAY 1, 2007. ACCORDINGLY, WHERE APPROPRIATE, SCHEDULE K REFLECTS THE CURRENT REFUNDING BONDS THAT WERE TREATED AS REISSUED RATHER THAN REFLECTING THE "NEW MONEY" BONDS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ADOLESCENT TREATMENT CENTERS INC | |||||||||
| 390 40TH STREET | OAKLAND | CA | 94609 | 680088443 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER EBH |
| ALTA BATES SUMMIT FOUNDATION | |||||||||
| 3012 SUMMIT STREET 3RD FLOOR | OAKLAND | CA | 94609 | 510160184 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER EBH |
| CALIFORNIA PACIFIC MEDICAL CTR FOUND | |||||||||
| 2015 STEINER STREET 2ND FLOOR | SAN FRANCISCO | CA | 94115 | 942728423 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER WBH |
| DELTA MEMORIAL HOSPITAL FOUNDATION | |||||||||
| 3901 LONE TREE WAY | ANTIOCH | CA | 94509 | 942417022 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER EBH |
| EAST BAY PERINATAL CENTER | |||||||||
| 350 HAWTHORNE AVE | OAKLAND | CA | 94609 | 510172285 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER EBH |
| EDEN MEDICAL CENTER | |||||||||
| 20103 LAKE CHABOT ROAD | CASTRO VALLEY | CA | 94546 | 942948100 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| MARIN COMMUNITY HEALTH | |||||||||
| 250 BON AIRE ROAD | GREENBRAE | CA | 94904 | 942994751 | SUPPORTING OR | CA | 501(C)(3) | 11b - II | SUTTER HLTH |
| MILLS-PENINSULA HEALTH SERVICES | |||||||||
| 1501 TROUSDALE DRIVE | BURLINGAME | CA | 94010 | 941156265 | HOSPITAL | CA | 501(C)(3) | 3 | PAMF |
| MILLS-PENINSULA HOSPITAL FOUNDATION | |||||||||
| 1501 TROUSDALE DRIVE | BURLINGAME | CA | 94010 | 237288765 | FUNDRAISING | CA | 501(C)(3) | 11a - I | MPHS |
| PALO ALTO MEDICAL FOUNDATION | |||||||||
| 2350 EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 941156581 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SAMUEL MERRITT UNIVERSITY | |||||||||
| 450 30TH STREET 2840 | OAKLAND | CA | 94609 | 942992642 | UNIVERSITY | CA | 501(C)(3) | 2 | SUTTER EBH |
| SUTTER AUBURN FAITH HOSPITAL FOUNDATION | |||||||||
| 11815 EDUCATION ST | AUBURN | CA | 95602 | 942594966 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER SSR |
| SUTTER CENTRAL VALLEY HOSPITALS | |||||||||
| 1800 COFFEE ROAD SUITE 76 | MODESTO | CA | 95355 | 941080917 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER COAST HOSPITAL | |||||||||
| 800 E WASHINGTON BLVD | CRESCENT CITY | CA | 95531 | 942988520 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER DAVIS HOSPITAL FOUNDATION | |||||||||
| PO BOX 1617 | DAVIS | CA | 95617 | 680217870 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER SSR |
| SUTTER EAST BAY HOSPITALS | |||||||||
| 3012 SUMMIT STREET 3RD FLOOR | OAKLAND | CA | 94609 | 941196176 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER EAST BAY MEDICAL FOUNDATION | |||||||||
| 3687 MT DIABLO BLVD 200 | LAFAYETTE | CA | 94549 | 942690415 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER GOULD MEDICAL FOUNDATION | |||||||||
| 600 COFFEE ROAD | MODESTO | CA | 95355 | 941682256 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER HEALTH | |||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942788907 | SUPPORTING OR | CA | 501(C)(3) | 11c III-FI | NA |
| SUTTER HEALTH PACIFIC | |||||||||
| 91-2301 FT WEAVER RD | EWA BEACH | HI | 96706 | 990298651 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER HEALTH SACRAMENTO SIERRA REGION | |||||||||
| PO BOX 160727 | SACRAMENTO | CA | 95816 | 941156621 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER INSURANCE SERVICES CORPORATION | |||||||||
| 745 FORT STREET SUITE 800 | HONOLULU | HI | 96813 | 990289310 | INSURANCE SER | HI | 501(C)(3) | 11b - II | SUTTER HLTH |
| SUTTER MEDICAL CENTER FOUNDATION | |||||||||
| PO BOX 160727 | SACRAMENTO | CA | 95816 | 942788906 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER SSR |
| SUTTER MEDICAL CENTER CASTRO VALLEY | |||||||||
| 20130 LAKE CHABOT RD 103 | CASTRO VALLEY | CA | 94546 | 770146047 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER MEDICAL FOUNDATION | |||||||||
| 2800 L STREET 7TH FLOOR | SACRAMENTO | CA | 95816 | 680273974 | HEALTH CARE | CA | 501(C)(3) | 11b - II | SUTTER HLTH |
| SUTTER ROSEVILLE MEDICAL CTR FOUNDATION | |||||||||
| ONE MEDICAL PLAZA | ROSEVILLE | CA | 95661 | 680040113 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER SSR |
| SUTTER SOLANO CHARITABLE FOUNDATION | |||||||||
| 300 HOSPITAL DRIVE | VALLEJO | CA | 94589 | 942668262 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER SSR |
| SUTTER VISITING NURSE ASSOC AND HOSPICE | |||||||||
| 1900 POWELL ST 300 | EMERYVILLE | CA | 94608 | 946068843 | HEALTH CARE | CA | 501(C)(3) | 9 | SUTTER HLTH |
| SUTTER WEST BAY HOSPITALS | |||||||||
| 2333 BUCHANAN STREET | SAN FRANCISCO | CA | 94115 | 940562680 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER WEST BAY MEDICAL FOUNDATION | |||||||||
| 2015 STEINER STREET 1ST FLOOR | SAN FRANCISCO | CA | 94115 | 942948131 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH |
| TRACY HOSPITAL FOUNDATION | |||||||||
| 1420 N TRACY BLVD | TRACY | CA | 95376 | 680318845 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER CVH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | true | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | true | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | true | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| MILLS PENINSULA HEALTH SERVICES | |
| O | 38618726 |
| MILLS PENINSULA HEALTH SERVICES | |
| P | 24265615 |