SUTTER BAY MEDICAL FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SUTTER BAY MEDICAL FOUNDATION (EIN 94-1156581)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202443199349319089
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T21:46:14-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	155 N WACKER DRIVE	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941156581	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUTTER BAY MEDICAL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% KENNETH YOUNG	InCareOfNm
Business Name Control	SUTT	BusinessNameControlTxt
Phone	9162866665	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O SH TAX 2200 RIVER PLAZA DRIVE	AddressLine1Txt
City	SACRAMENTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95833	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RAJU IYER	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	9162866665	PhoneNum
Signature	2024-11-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	EMILY UPSTROM	PreparerPersonNm
PTIN	P01765498	PTIN
Phone	4142748740	PhoneNum
Preparation	2024-11-02	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TODD SMITH MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O SH TAX 2200 RIVER PLAZA DR	AddressLine1Txt
City	SACRAMENTO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95833	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,512,593,203	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SUTTERHEALTH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1948	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	8165	TotalEmployeeCnt
Total Volunteers	37	TotalVolunteersCnt
Total Gross UBI	-$2,751	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$39,413,173	PYContributionsGrantsAmt
CY Contributions Grants	$39,270,851	CYContributionsGrantsAmt
PY Program Service Revenue	$3,174,748,007	PYProgramServiceRevenueAmt
CY Program Service Revenue	$3,463,808,027	CYProgramServiceRevenueAmt
PY Investment Income	$22,323,675	PYInvestmentIncomeAmt
CY Investment Income	$8,867,257	CYInvestmentIncomeAmt
PY Other Revenue	$229,638	PYOtherRevenueAmt
CY Other Revenue	$164,713	CYOtherRevenueAmt
PY Total Revenue	$3,236,714,493	PYTotalRevenueAmt
CY Total Revenue	$3,512,110,848	CYTotalRevenueAmt
PY Grants And Similar Paid	$885,582	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,021,266	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$917,607,064	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,069,661,413	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,242,510	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,215,451,965	PYOtherExpensesAmt
CY Other Expenses	$2,373,256,698	CYOtherExpensesAmt
PY Total Expenses	$3,133,944,611	PYTotalExpensesAmt
CY Total Expenses	$3,448,939,377	CYTotalExpensesAmt
PY Revenues Less Expenses	$102,769,882	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$63,171,471	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,877,171,234	TotalAssetsBOYAmt
Total Assets EOY	$2,091,271,174	TotalAssetsEOYAmt
Total Liabilities BOY	$722,183,498	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$900,926,124	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,154,987,736	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,190,345,050	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$3,162,648,515	ExpenseAmt
Grant	$6,021,266	GrantAmt
Revenue	$3,463,808,027	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$3,162,648,515	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	1320	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	8165	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Excs Tax Sect4951 Or4952 Or4953	false	ExcsTaxSect4951Or4952Or4953Ind
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	KENNETH YOUNG	PersonNm
Phone	9162866665	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2300 RIVER PLAZA DR	AddressLine1Txt
City	Sacramento	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95833	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Warner Thomas
President & CEO SUTTER HEALTH	2.0	40.0	Yes (X)	$0	$8,705,274	$2,791,767
JAMES CONFORTI
FRMR INTRM PRESIDENT & CEO SH	0.0	0.0		$0	$6,356,149	$0	Yes (X)
BRIAN DEAN
SH SVP, CFO (pt-yr)	2.0	40.0		$0	$3,284,551	$278,381		Yes (X)
THERESA FREI
CEO, SVMF/SBMF ASST SEC(PT-YR)	4.0	40.0	Yes (X)	$0	$2,264,775	$138,529		Yes (X)
ELIZABETH VILARDO-MORGAN MD
CMO STRG & PHL INIT PRES PT-YR	2.0	40.0		$0	$1,386,622	$193,519		Yes (X)
Dominic Nakis
SH Interim CFO (pt-yr)	2.0	40.0		$0	$1,353,843	$0		Yes (X)
Robert Nordgren
CMO, San Francisco Market	0.0	40.0		$0	$1,157,841	$120,848			Yes (X)
David Quincy MD
CEO AMBULATORY SV MKT	0.0	40.0		$0	$1,121,325	$104,347			Yes (X)
Todd Smith MD
SVP, CHIEF PHYS EX/PRES(PT-YR)	4.0	40.0	Yes (X)	$0	$1,112,469	$108,041		Yes (X)
Mark Sevco
SVP, COO/SBMF ASST SEC.(PT-YR)	4.0	40.0	Yes (X)	$0	$1,149,784	$17,195		Yes (X)
LI-MIN J HU
COO SV MKT & CMO SAME DAY CARE	0.0	40.0		$0	$1,015,949	$108,614	Yes (X)
Lawrence deGhetaldi
SH VP GVMNT MEDICAL AFFAIRS	0.0	40.0		$0	$844,593	$59,401	Yes (X)
John Gates
Former CFO, SH Bay Area	0.0	0.0		$0	$641,832	$0	Yes (X)
Kevin Cook
President, Silicon Valley MKT	0.0	40.0		$0	$602,733	$15,294			Yes (X)
Erin Neal
CEO AMBULATORY SF MKT	27.0	13.0		$369,264	$182,055	$49,748			Yes (X)
Edward Battista
SH VP, HR Silicon Valley MKT	0.0	40.0		$0	$539,668	$48,723			Yes (X)
Harly Neumann
SH VP, HR East Bay Market	0.0	40.0		$0	$522,113	$64,676			Yes (X)
Gregory Brown
SH VP LEGAL TRANS. & SBMF SEC	2.0	40.0		$0	$483,169	$65,978		Yes (X)
Jil Kacher Cobb MD
Chief Medical Executive	2.0	40.0	Yes (X)	$0	$431,523	$102,146
Genea Wilson
CEO Ambulatory East Bay MKT	27.0	13.0		$295,342	$170,937	$42,201			Yes (X)
Teresa R Sarlitto
Executive, Ops	40.0	0.0		$392,039	$0	$100,734				Yes (X)
Deborah A Espinoza
Physician Assistant	40.0	0.0		$437,216	$0	$37,209				Yes (X)
Cecilia Aviles
Senior Director, Integration	40.0	0.0		$375,678	$0	$95,436				Yes (X)
Chantel Johnson
VP OPS AMBLTRY SV MKT	40.0	0.0		$371,200	$0	$99,809				Yes (X)
Lorin E Ferguson
Physician Assistant	40.0	0.0		$384,677	$0	$19,788				Yes (X)
Tosan Boyo
President, East Bay Market	0.0	40.0		$0	$371,198	$16,339			Yes (X)
Thomas Briody
Director	2.0	2.0	Yes (X)	$0	$0	$0
William Brunetti
Director	2.0	2.0	Yes (X)	$0	$0	$0
Nathalie Coeller MD
Director	2.0	2.0	Yes (X)	$0	$0	$0
Theodore Diekel
CHR FIN & Planning (pt-yr)	4.0	4.0	Yes (X)	$0	$0	$0		Yes (X)
Eric Flowers
Director/Chair	4.0	4.0	Yes (X)	$0	$0	$0		Yes (X)
Steven Hao MD
Director	2.0	2.0	Yes (X)	$0	$0	$0
Juli Maxworthy
Director	2.0	2.0	Yes (X)	$0	$0	$0
Yumi Nakagawa
Director	2.0	2.0	Yes (X)	$0	$0	$0
Steven Oliver
CHR FIN & Planning (pt-yr)	4.0	4.0	Yes (X)	$0	$0	$0		Yes (X)
Umesh Padval
Director	2.0	2.0	Yes (X)	$0	$0	$0
Yvonne Richardson
Director	2.0	2.0	Yes (X)	$0	$0	$0
John Ryan
Director	2.0	2.0	Yes (X)	$0	$0	$0
Ron Sinha MD
Director	2.0	2.0	Yes (X)	$0	$0	$0
Jane Varner MD
Director	2.0	2.0	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,625,416	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$33,327,205	TotReportableCompRltdOrgAmt
Total Other Compensation	$4,662,384	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2497	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
AGILE PHYSICAL THERAPY INC
3825 EL CAMINO REAL	PALO ALTO	CA	943063324	PHYSICAL THERAPY SVS	$15,007,790
SKANSKA USA BUILDING INC
389 INTERPACE PKWY 5TH FLR	PARSIPPANY	NJ	07054	Construction SVCS	$11,181,318
DPR CONSTRUCTION
1450 VETERANS BLVD	REDWOOD CITY	CA	94063	CONSTRUCTION SVCS	$10,609,070
AUGMEDIX INC
1161 MISSION ST	SAN FRANCISCO	CA	941031571	Remote Doc SVCS	$9,283,007
LYON MEDICAL CONSTRUCTION INC
100 NORTH HILL DR STE 52	BRISBANE	CA	94005	CONSTRUCTION COMPANY	$9,207,728

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	156	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$24,218	FederatedCampaignsAmt
Fundraising	$31,480	FundraisingAmt
Related Organizations	$2,151,488	RelatedOrganizationsAmt
Government Grants	$18,918,132	GovernmentGrantsAmt
All Other Contributions	$18,145,533	AllOtherContributionsAmt
Noncash Contributions	$456,836	NoncashContributionsAmt
Total Contributions	$39,270,851	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICE REVENUE	621110	$3,458,397,284	$3,458,397,284
RENTAL TO AFFILIATES	532420	$905,694	$905,694
HEALTHCARE RELATED JV INCOME	621990	$4,505,049	$4,505,049

Field	Value	IRS element (for citing)
Total Program Service Revenue	$3,463,808,027	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,515,892	TotalRevenueColumnAmt
Unrelated Business Revenue	-$2,751	UnrelatedBusinessRevenueAmt
Exclusion	$8,518,643	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$637,136	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$455,637	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$181,499	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$181,499	TotalRevenueColumnAmt
Exclusion	$181,499	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$241,122	SecuritiesAmt
Other	$115,620	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$5,377	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$241,122	SecuritiesAmt
Other	$110,243	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$351,365	TotalRevenueColumnAmt
Exclusion	$351,365	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$3,655	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$31,480	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$21,341	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$17,686	TotalRevenueColumnAmt
Exclusion	-$17,686	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$900	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$900	TotalRevenueColumnAmt
Exclusion	$900	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,512,110,848	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,463,808,027	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$2,751	UnrelatedBusinessRevenueAmt
Exclusion	$9,034,721	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,790,366	TotalAmt
Program Services	$5,790,366	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$230,900	TotalAmt
Program Services	$230,900	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$719,442	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$719,442	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$676,882,748	TotalAmt
Program Services	$612,795,933	ProgramServicesAmt
Management And General	$62,541,862	ManagementAndGeneralAmt
Fundraising	$1,544,953	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$45,318,320	TotalAmt
Program Services	$41,024,880	ProgramServicesAmt
Management And General	$4,231,487	ManagementAndGeneralAmt
Fundraising	$61,953	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$286,459,942	TotalAmt
Program Services	$259,264,781	ProgramServicesAmt
Management And General	$26,686,874	ManagementAndGeneralAmt
Fundraising	$508,287	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$60,280,961	TotalAmt
Program Services	$54,345,023	ProgramServicesAmt
Management And General	$5,605,385	ManagementAndGeneralAmt
Fundraising	$330,553	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$5,149,168	TotalAmt
Program Services	$952,973	ProgramServicesAmt
Management And General	$4,163,795	ManagementAndGeneralAmt
Fundraising	$32,400	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$719,134	TotalAmt
Program Services	$719,134	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$10,300	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$10,300	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$533,759	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$533,759	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,321,864,061	TotalAmt
Program Services	$1,278,856,331	ProgramServicesAmt
Management And General	$43,007,730	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$131,499	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$126,689	ManagementAndGeneralAmt
Fundraising	$4,810	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,289,849	TotalAmt
Program Services	$1,957,291	ProgramServicesAmt
Management And General	$11,288,531	ManagementAndGeneralAmt
Fundraising	$44,027	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$90,570,466	TotalAmt
Program Services	$52,507,198	ProgramServicesAmt
Management And General	$38,063,268	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$98,308,244	TotalAmt
Program Services	$93,338,877	ProgramServicesAmt
Management And General	$4,969,367	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,479,269	TotalAmt
Program Services	$959,724	ProgramServicesAmt
Management And General	$464,890	ManagementAndGeneralAmt
Fundraising	$54,655	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$274,361	TotalAmt
Program Services	$207,100	ProgramServicesAmt
Management And General	$64,196	ManagementAndGeneralAmt
Fundraising	$3,065	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$20,181,924	TotalAmt
Program Services	$20,181,924	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$109,031,498	TotalAmt
Program Services	$96,417,728	ProgramServicesAmt
Management And General	$12,613,770	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$6,313,953	TotalAmt
Program Services	$3,052,092	ProgramServicesAmt
Management And General	$3,261,861	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$331,337,679	$331,332,732	$0	$4,947
SUTTER CHARGEBACKS	$211,272,135	$157,451,192	$52,805,199	$1,015,744
CAPITATED SERVICES	$85,268,041	$85,268,041	$0	$0
PURCHASED SERVICES	$61,547,394	$55,202,726	$5,944,142	$400,526

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$15,973,964	TotalAmt
Program Services	$10,791,569	ProgramServicesAmt
Management And General	$4,956,105	ManagementAndGeneralAmt
Fundraising	$226,290	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,448,939,377	TotalAmt
Program Services	$3,162,648,515	ProgramServicesAmt
Management And General	$282,048,352	ManagementAndGeneralAmt
Fundraising	$4,242,510	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$237,873,617	BOYAmt
EOY	$264,133,007	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$6,061,076	BOYAmt
EOY	$4,257,579	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$203,479,458	BOYAmt
EOY	$235,092,933	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$3,473,787	BOYAmt
EOY	$5,258,052	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,596,311	BOYAmt
EOY	$1,955,523	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,337,664,294	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,202,301,541	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,096,281,012	BOYAmt
EOY	$1,135,362,753	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$71,370,253	BOYAmt
EOY	$82,950,731	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$21,286,663	BOYAmt
EOY	$21,292,012	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,250,884	BOYAmt
EOY	$17,250,884	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$218,498,173	BOYAmt
EOY	$323,717,700	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,877,171,234	BOYAmt
EOY	$2,091,271,174	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$324,913,166	BOYAmt
EOY	$360,950,851	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$115,423,542	BOYAmt
EOY	$114,003,731	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$281,846,790	BOYAmt
EOY	$425,971,542	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$722,183,498	BOYAmt
EOY	$900,926,124	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,055,191,630	BOYAmt
EOY	$1,081,637,259	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$99,796,106	BOYAmt
EOY	$108,707,791	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,154,987,736	BOYAmt
EOY	$1,190,345,050	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,877,171,234	BOYAmt
EOY	$2,091,271,174	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$63,171,471	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$7,979,703	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$35,793,860	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$897,074	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$35,199,510	BeginningYearBalanceAmt
Contributions	$4,696,738	ContributionsAmt
Investment Earnings Or Losses	$3,562,422	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,041,066	OtherExpendituresAmt
End Year Balance	$42,417,604	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$32,401,899	BeginningYearBalanceAmt
Contributions	$5,407,355	ContributionsAmt
Investment Earnings Or Losses	-$1,640,629	InvestmentEarningsOrLossesAmt
Other Expenditures	$969,115	OtherExpendituresAmt
End Year Balance	$35,199,510	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$28,786,086	BeginningYearBalanceAmt
Contributions	$1,375,516	ContributionsAmt
Investment Earnings Or Losses	$2,447,881	InvestmentEarningsOrLossesAmt
Other Expenditures	$207,584	OtherExpendituresAmt
End Year Balance	$32,401,899	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$22,316,701	BeginningYearBalanceAmt
Contributions	$2,392,000	ContributionsAmt
Investment Earnings Or Losses	$5,452,256	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,374,871	OtherExpendituresAmt
End Year Balance	$28,786,086	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$20,138,126	BeginningYearBalanceAmt
Contributions	$349,036	ContributionsAmt
Investment Earnings Or Losses	$2,719,361	InvestmentEarningsOrLossesAmt
Other Expenditures	$889,822	OtherExpendituresAmt
End Year Balance	$22,316,701	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.23890	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.49370	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.26740	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$185,928,553	OtherCostOrOtherBasisAmt
Book Value	$185,928,553	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,154,771,990	OtherCostOrOtherBasisAmt
Depreciation	$538,942,462	DepreciationAmt
Book Value	$615,829,528	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$394,087,463	OtherCostOrOtherBasisAmt
Depreciation	$221,102,876	DepreciationAmt
Book Value	$172,984,587	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$536,843,012	OtherCostOrOtherBasisAmt
Depreciation	$434,535,150	DepreciationAmt
Book Value	$102,307,862	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$66,033,276	OtherCostOrOtherBasisAmt
Depreciation	$7,721,053	DepreciationAmt
Book Value	$58,312,223	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,135,362,753	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
INTERCOMPANY RECEIVABLES	$6,674,207
NOTES RECEIVABLE	$12,759,629
OTHER RECEIVABLES	$3,971,655
OTHER ASSETS	$300,312,209

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$323,717,700	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
CAPITAL LEASES - CURRENT	$700,544
CAPITAL LEASES - NONCURRENT	$97,739,222
INSURANCE LIABILITIES	$2,769,903
OTHER NON-CURRENT LIABILITIES	$324,761,873

Field	Value	IRS element (for citing)
Total Liability	$425,971,542	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4	DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS: THE ORGANIZATION HAS ARTWORK BEING DISPLAYED IN PUBLIC PLACES OF THE MEDICAL FACILITY FOR DECORATIVE PURPOSES.
SCHEDULE D, PART V, LINE 4	INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: SCHERM/TANG ENDOWMENT FUND - FOR THE GENERAL SUPPORT OF THE PALO ALTO DIVISION MEDICAL TECHNOLOGY AND EQUIPMENT FUND. Pawan Tewari Goldman Sachs Endowment : TO SUPPORT THE FOLLOWING PROGRAMS: (1/4) GERIATRIC SUPPORT AND (1/4) PALLIATIVE CARE - THE INTEREST FOR BOTH WILL SUPPORT THE CENTER FOR PALLIATIVE CARE AND GERIATRICS; (1/4) PRE-MEDICINE EDUCATION SCHOLARSHIPS BENEFITTING THE PAFMG MEDICAL SCHOOL SCHOLARSHIP FUND; AND (1/4) BEHAVIORAL HEALTH BENEFITTING THE PAMF BEHAVIORAL HEALTH FUND. COMMUNITY HEALTH CARE ENDOWMENT - TEMP RESTRICTED EARNINGS TO HELP MEET THE NEEDS OF THE UNDERSERVED (MENTAL AND PHYSICAL) WITHIN THE SBMF SERVICE AREA. R.E. NEUSTADTER 100TH BIRTHDAY CELEB QUASI ENDOWMENT - TO SUPPORT MINI MEDICAL SCHOOL LIMITED TO SCHOLARSHIPS, SPEAKER FEES, CURRICULUM, EVENT COSTS & EXPAND DISTRIBUTION CHANNELS. Board Designated Medical Scholarships Endowment - Earnings to support pre-medical scholarships. Barnholt Endowed Chair Fund - To support the programmatic and other needs of the PAMF Oncology Department as recommended by the Chair, consistent with the charitable purposes of PAMF. PALO ALTO INTERNAL MEDICINE ENDOWMENT - TO SUPPORT THE GENERAL NEEDS OF THE PALO ALTO INTERNAL MEDICINE DEPARTMENT. PAMF B.D. NAGESWARA RAO ENDOWMENT - TO SUPPORT SUTTER BAY MEDICAL FOUNDATION CARDIOLOGY. PAFMG Endowment -To provide annual philanthropic support for capital and programmatic needs at PAMF in perpetuity in accordance with the policies and practices of SBMF's Board of Directors as recommended by the Board of Directors of PAFMG and the PAFMG Chief Executive Officer. PAMF PHYSICIAN WELL-BEING ENDOWMENT - EARNINGS FROM THE CORPUS WILL SUPPORT INNOVATIVE SOLUTIONS FOR REDUCING PHYSICIAN BURNOUT AND IMPROVING PATIENT CARE. AMIT K. JHA, MD COMPASSION AND CLINICAL EXCELLENCE ENDOWMENT - INTEREST, DIVIDENDS, AND EARNINGS SUPPORT THE AMIT K. JHA, MD COMPASSION AND CLINICAL EXCELLENCE AWARDS OF SBMF ALAMEDA. These annual awards will honor individuals and teams in the Alameda Division who deliver clinical excellence to patients and who demonstrate compassion to patients and to each other. It is our deep hope that these awards provide inspiration for outstanding care and helps to recognize the amazing things the physicians and staff of the Alameda Division do every day. THE KIMBERLY A, KAREN S, & KRISTINE L KEIL ENDOWMENT - EARNINGS TO SUPPORT THE SUTTER BAY MEDICAL FOUNDATION SURGICAL ONCOLOGY PROGRAM. THE MATTHEW KEIL BLAIR & KEIL P. SCHNEIDER ENDOWMENT - EARNINGS TO SUPPORT THE SUTTER BAY MEDICAL FOUNDATION PEDIATRIC CARDIOLOGY DEPARTMENT. PAMF PALO ALTO DIVISION GENERAL ENDOWMENT FUND - A GENERAL ENDOWMENT FUND WHERE THE EARNINGS WILL SUPPORT GENERAL NEEDS OF THE PALO ALTO DIVISION OF SBMF. MARCUS A KRUPP & DONNA GOODHEART KRUPP ENDOWMENT FUND FOR RESEARCH -EARNINGS TO SUPPORT THE GENERAL NEEDS OF THE PALO ALTO MEDICAL FOUNDATION RESEARCH INSTITUTE. Eugene & Lena Shao Family Endowed Chair in Cardio Medicine - Earnings to support the salary of the Cardiovascular Medicine Chair and may also be used for programmatic support of special clinical care initiatives in the Sutter Health cardiovascular service line at the discretion of the chair holder. THE BETTY A. KEIL ENDOWMENT FUND - EARNINGS TO SUPPORT AND BE DISTRIBUTED 50/50 TO SBMF NURSENAVIGATION INSTITUTE AND CARDIOVASCULAR SERVICES FUNDS. Sutter Health Innovation Hatchery Endowment - Earnings benefit SH Innovation Hatchery to design Innovative projects aligned with Sutter Health's Mission and patient care goals over many clinical areas. BRIAN T. PAASO SCHOLARSHIP ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT MEDICAL SCHOLARSHIPS. PHYSICIAN ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT THE RECRUITMENT AND RETENTION OF PHYSICIANS. DUSTERBERRY ENDOWMENT - TEMP RESTRICTED EARNINGS TO BENEFIT CHILDREN IN THE GEOGRAPHIC AREA OF THE TRI-CITIES AND THE FREMONT UNIFIED SCHOOL DISTRICT AND TO FUND SCHOOL CONFERENCES, NEW PROGRAMS, STUDENT TUITION, AND SCHOLARSHIPS. NURSING SCHOLARSHIP ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT NURSING EDUCATION SCHOLARSHIPS. THE BLAIR STRATFORD NURSING ENDOWMENT WAS ESTABLISHED BY BLAIR STRATFORD IN HONOR OF DR. RICHARD BABB TO FUND NURSING EDUCATION THROUGH SCHOLARSHIPS FOR QUALIFIED SBMF CANDIDATES IN THE PALO ALTO, CAMINO, SANTA CRUZ, AND PALOMARES DIVISIONS. Florence T. & Harold R. Stevens Endowment - Study of Aging - Temp restricted earnings to support studying the aging process of elderly individuals. The Dr. Milton Saier Jr. Medical Research Endowment Fund - TEMP RESTRICTED EARNINGS TO SUPPORT THE PURCHASE OF EQUIPMENT, SUPPLIES AND OTHER EXPENSES DIRECTLY RELATED TO SUPPORT OF THE MEDICAL RESEARCH MISSION OF THE RESEARCH INSTITUTE. RUSSELL ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT PROGRAMS AND SERVICES OF THE CLARK-DAVIS PEDIATRIC CENTER. PEDIATRIC ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT PEDIATRICS. RESEARCH INSTITUTE ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT RESEARCH. The Dorothy Rhodes Endowment - Temp restricted earnings to support cash awards as part of the Bravo Employee Recognition Program. THOMAS R MITCHELL ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT THE ESTABLISHMENT AND MAINTENANCE OF THE COMPUTERIZED ONCOLOGY DATABASE ALLOWING PHYSICIANS MORE ACCESS FROM OFF-SITE LOCATIONS. MILO FELLOWSHIP ENDOWMENT - TEMP RESTRICTED EARNINGS WILL BE USED BY THE FOUNDATION TO PROVIDE GRANTS IN AID AND SUPPORT PROMISING POST DOCTORAL SCIENTISTS ENGAGED IN RESEARCH RELATING TO THE CAUSE, DIAGNOSIS, TREATMENT AND CURE OF CANCER. EACH GRANT SHALL BE KNOWN AS THE EDITH J MILO MEMORIAL FELLOWSHIP IN THE RESEARCH ON CANCER. The Etta and Michael Kilbane Endowment Fund - TEMP RESTRICTED EARNINGS TO SUPPORT CANCER RESEARCH AND CANCER PROGRAMS IN RADIATION ONCOLOGY AND MEDICAL ONCOLOGY. HEALTH CARE ENDOWMENT - TEMP RESTRICTED EARNINGS TO FUND HEALTH CARE PROJECTS FOR THE PALO ALTO DIVISION AND MEET THE NEEDS OF THE UNDERSERVED WITHIN THE PALO ALTO DIVISION. The Dohrmann Family Endowment Fund for Research - TEMP RESTRICTED EARNINGS TO SUPPORT RESEARCH. The George F. Dick and Kathryn M. Dick Memorial Endowment - TEMP RESTRICTED EARNINGS TO SUPPORT STUDYING THE AGING PROCESS OF ELDERLY INDIVIDUALS. The Leonard W. Ely Sr., M.D., Chair in Research Endowment - TEMP RESTRICTED EARNINGS TO SUPPORT THE SALARY AND BENEFITS OF THE RESEARCH INSTITUTE DIRECTOR. SHOCKLEY ENDOWMENT - UNRESTRICTED INVESTMENT INCOME (USED BY SBMF FOR GENERAL PURPOSES) IN TEMP RESTRICTED EARNINGS UNTIL APPROPRIATED FOR EXPENDITURE. REALIZED AND UNREALIZED GAIN/LOSS GOES BACK INTO THE ENDOWMENT CORPUS.
SCHEDULE D, 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: 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 2020 THROUGH 2022 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, 2023 AND 2022.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Toast to town	Event1Nm
Gross Receipts Event1	$35,135	GrossReceiptsEvent1Amt
Charitable Contri Event1	$31,480	CharitableContriEvent1Amt
Gross Revenue Event1	$3,655	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$11,830	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$315	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$9,196	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Other Events	$0	GrossReceiptsOtherEventsAmt
Gross Revenue Other Events	$0	GrossRevenueOtherEventsAmt
Gross Receipts Total	$35,135	GrossReceiptsTotalAmt
Charitable Contributions Tot	$31,480	CharitableContributionsTotAmt
Gross Revenue Total Events	$3,655	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$11,830	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$315	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$9,196	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$21,341	DirectExpenseSummaryEventsAmt
Net Income Summary	-$17,686	NetIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	CA	StatesWhereGamingConductedCd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
SUTTER HEALTH
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	942788907	501(C)(3)	$4,663,127	PROGRAM SUPPORT
SUTTER BAY HOSPITALS
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	940562680	501(C)(3)	$984,939	PROGRAM SUPPORT
BOYS AND GIRLS CLUBS OF THE PENINSULA
401 PIERCE RD	MENLO PARK	CA	94025	941552134	501(C)(3)	$10,000	PROGRAM SUPPORT
ADOLESCENT COUNSELING SERVICES
1779 WDSIDE RD 200	RDWD CITY	CA	94061	510192551	501(C)(3)	$10,000	PROGRAM SUPPORT
FOODWHAT INC
1156 HIGH ST	SANTA CRUZ	CA	950641077	812590280	501(C)(3)	$10,000	PROGRAM SUPPORT
NAT'L ALL ON MENTAL ILLNESS OF SANTA CRUZ CO
542 OCEAN ST STE F	SANTA CRUZ	CA	95060	770002878	501(C)(3)	$10,000	PROGRAM SUPPORT
SAFESPACE CENTER INC
1155 SAXON WY	MENLO PARK	CA	940255004	813898296	501(C)(3)	$10,000	PROGRAM SUPPORT
VOLUNTEER CENTER OF SANTA CRUZ
1740 17TH AVE	SANTA CRUZ	CA	95062	941702678	501(C)(3)	$10,000	PROGRAM SUPPORT
TAARIKA FOUNDATION
1549 LEWISTON DR	SUNNYVALE	CA	940874147	822066874	501(C)(3)	$10,000	PROGRAM SUPPORT
MENTAL HLTH ASSOC FOR CHINESE COMMUNITIES
3160 CASTRO VLLY	CASTRO VALLEY	CA	94546	824322450	501(C)(3)	$10,000	PROGRAM SUPPORT
PALCARE INC
945 CALIFORNIA DR	BURLINGAME	CA	940103605	943048383	501(C)(3)	$7,500	PROGRAM SUPPORT
HEALTH CONNECTED
763 GREEN ST	EAST PALO ALTO	CA	943031945	943227947	501(C)(3)	$7,500	PROGRAM SUPPORT
ABUNDANT GRACE COASTSIDE WORKER
515 KELLY AVE	HALF MOON BAY	CA	940191719	475557537	501(C)(3)	$7,500	PROGRAM SUPPORT
COMMON ROOTS FARM
335 GOLF CLUB DR	SANTA CRUZ	CA	950602124	471590387	501(c)(3)	$7,500	PROGRAM SUPPORT
next door solutions to domestic violence
234 E GISH RD STE 200	SAN JOSE	CA	95112	942420708	501(C)(3)	$7,500	PROGRAM SUPPORT
CHILD ADVOCATES OF SILICON VALLEY
509 VALLEY WY BLDG 2	MILPITAS	CA	95035	770250773	501(C)(3)	$7,500	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	16	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	PREMED SCHOLARSHIPS	GrantTypeTxt
Recipient	76	RecipientCnt
Cash Grant	$230,900	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	In order to closely monitor efficiency and effectiveness, the Community Benefit function outlines measurable reporting (quarterly, six-month and/or year-end), program and funding requirements in a Memorandum of Understanding (MOU), Business Services Agreement (BSA), or Joint Venture Agreement for each investment made with a community partner. Where it is determined necessary, additional efforts are made to monitor effectiveness and efficiency of investments, which could include: - Quarterly meetings with community partners - E-mail and telephonic communications with community partners - Continued dialogue with involved hospital staff and community partners throughout duration of program - Site visits with community partners - Bi-annual "outcomes" survey (6-month and/or year-end outcomes) - Review of hospital usage and patient level data - Collection of patient stories and narratives - Collaborative discussions around ad-hoc successes and challenges that arise - Reporting to include year-end financial summary that compares actual expenditures to the funded project's budget, indicating any unused amount of grant funds. At the end of 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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Warner Thomas
President & CEO SUTTER HEALTH	$0	$2,528,389	$0	$6,116,203	$0	$60,682	$0	$2,720,017	$0	$71,750	$0	$11,497,041	$0	$0
JAMES CONFORTI
FRMR INTRM PRESIDENT & CEO SH	$0	$0	$0	$1,304,102	$0	$5,052,047	$0	$0	$0	$0	$0	$6,356,149	$0	$0
BRIAN DEAN
SH SVP, CFO (pt-yr)	$0	$961,485	$0	$1,487,711	$0	$835,355	$0	$239,464	$0	$38,917	$0	$3,562,932	$0	$305,102
THERESA FREI
CEO, SVMF/SBMF ASST SEC(PT-YR)	$0	$539,018	$0	$1,023,723	$0	$702,034	$0	$117,164	$0	$21,365	$0	$2,403,304	$0	$82,552
ELIZABETH VILARDO-MORGAN MD
CMO STRG & PHL INIT PRES PT-YR	$0	$783,261	$0	$464,256	$0	$139,105	$0	$160,564	$0	$32,955	$0	$1,580,141	$0	$109,354
Dominic Nakis
SH Interim CFO (pt-yr)	$0	$1,353,843	$0		$0		$0		$0		$0	$1,353,843	$0
Robert Nordgren
CMO, San Francisco Market	$0	$679,781	$0	$328,620	$0	$149,440	$0	$78,064	$0	$42,784	$0	$1,278,689	$0	$131,218
David Quincy MD
CEO AMBULATORY SV MKT	$0	$652,645	$0	$328,620	$0	$140,060	$0	$77,864	$0	$26,483	$0	$1,225,672	$0	$68,344
Todd Smith MD
SVP, CHIEF PHYS EX/PRES(PT-YR)	$0	$682,684	$0	$261,289	$0	$168,496	$0	$63,864	$0	$44,177	$0	$1,220,510	$0	$144,077
Mark Sevco
SVP, COO/SBMF ASST SEC.(PT-YR)	$0	$804,604	$0	$330,000	$0	$15,180	$0	$3,864	$0	$13,331	$0	$1,166,979	$0
LI-MIN J HU
COO SV MKT & CMO SAME DAY CARE	$0	$697,982	$0	$240,895	$0	$77,072	$0	$68,164	$0	$40,450	$0	$1,124,563	$0	$56,035
Lawrence deGhetaldi
SH VP GVMNT MEDICAL AFFAIRS	$0	$118,955	$0	$163,014	$0	$562,624	$0	$53,164	$0	$6,237	$0	$903,994	$0	$0
John Gates
Former CFO, SH Bay Area	$0	$0	$0	$0	$0	$641,832	$0	$0	$0	$0	$0	$641,832	$0	$0
Kevin Cook
President, Silicon Valley MKT	$0	$365,890	$0	$230,000	$0	$6,843	$0	$3,864	$0	$11,430	$0	$618,027	$0	$0
Erin Neal
CEO AMBULATORY SF MKT	$313,431	$178,057	$52,766	$0	$3,067	$3,998	$3,670	$2,349	$21,967	$21,762	$394,901	$206,166	$0	$0
Edward Battista
SH VP, HR Silicon Valley MKT	$0	$419,769	$0	$86,240	$0	$33,659	$0	$33,364	$0	$15,359	$0	$588,391	$0	$24,877
Harly Neumann
SH VP, HR East Bay Market	$0	$397,222	$0	$96,096	$0	$28,795	$0	$31,864	$0	$32,812	$0	$586,789	$0	$20,840
Gregory Brown
SH VP LEGAL TRANS. & SBMF SEC	$0	$327,856	$0	$113,772	$0	$41,541	$0	$33,864	$0	$32,114	$0	$549,147	$0	$34,655
Jil Kacher Cobb MD
Chief Medical Executive	$0	$323,587	$0	$47,926	$0	$60,010	$0	$67,644	$0	$34,502	$0	$533,669	$0	$0
Genea Wilson
CEO Ambulatory East Bay MKT	$248,714	$169,062	$46,254	$0	$374	$1,875	$2,912	$2,276	$26,287	$10,726	$324,541	$183,939	$0	$0
Teresa R Sarlitto
Executive, Ops	$340,066	$0	$50,357	$0	$1,616	$0	$71,326	$0	$29,408	$0	$492,773	$0	$0	$0
Deborah A Espinoza
Physician Assistant	$430,366	$0	$6,850	$0		$0	$3,864	$0	$33,345	$0	$474,425	$0	$0	$0
Cecilia Aviles
Senior Director, Integration	$324,188	$0	$49,168	$0	$2,322	$0	$66,737	$0	$28,699	$0	$471,114	$0	$0	$0
Chantel Johnson
VP OPS AMBLTRY SV MKT	$317,418	$0	$47,047	$0	$6,735	$0	$73,364	$0	$26,445	$0	$471,009	$0	$0	$0
Lorin E Ferguson
Physician Assistant	$383,677	$0	$1,000	$0		$0	$3,864	$0	$15,924	$0	$404,465	$0	$0	$0
Tosan Boyo
President, East Bay Market	$0	$215,374	$0	$150,000	$0	$5,824	$0	$3,864	$0	$12,475	$0	$387,537	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3	SUPPLEMENTAL COMPENSATION INFORMATION: The Compensation Committee of the Sutter Health Board of Directors retains ultimate discretionary authority over all elements of compensation to assure that organizational purposes are appropriately being served. The Compensation Committee uses credible 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 4A SEVERANCE PAYMENTS: JAMES CONFORTI RECEIVED SEVERANCE PAYMENTS OF $1,599,998 BRIAN DEAN RECEIVED SEVERANCE PAYMENTS OF $255,081 THERESA FREI RECEIVED SEVERANCE PAYMENTS OF $483,547 LAWRENCE deGHETALDI RECEIVED SEVERANCE PAYMENTS OF $428,332 DAVID QUINCY, MD RECEIVED SEVERANCE PAYMENTS OF $35,845 JOHN GATES RECEIVED SEVERANCE PAYMENTS OF $403,044
SCHEDULE J, PART I, LINE 4B	NONQUALIFIED RETIREMENT PLAN: The purpose of the nonqualified retirement plan is to provide Sutter Health executives with a competitive retirement benefit consistent with Sutter Health's overall compensation philosophy for all employees. Contributions are designed taking into consideration lost retirement benefits that would otherwise be obtained through the qualified pension plan 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 12% of base salary plus annual incentive plan award (commensurate with management level). Contributions are also made for a small group of senior level executives whose estimated retirement benefit (social security plus qualified plan benefits plus 457f) falls below 50% - 65% of final 4-year average base salary when retiring at age 65 with 22.5 years of service. Target benefit levels are discounted for years of service less than 22.5 at age 65. Unlike Sutter Health's qualified PENSION plan where employee benefits are guaranteed (i.e., a defined benefit), Sutter's non-qualified plan benefits are not guaranteed by Sutter Health. Investment risk is borne by participants and benefits are not protected should Sutter Health become insolvent.
SCHEDULE J, PART I, LINE 7	NON-FIXED PAYMENTS: Spot awards are infrequently used to reward employees. There are no specific guidelines for the amount of the spot award, 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 K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
CHFFA 2016B
A	521643828	13032UDW5	2016-08-17	$901,627,093	REFUND 2005BC, 2003AB, 2007A	Yes (true)	false	false
CHFFA 2017A
B	521643828	13032UNY0	2017-07-06	$496,319,743	REFUND 2004CD, 2008A(PRTL), 2008BC	Yes (true)	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$902,923,938	$0	$0	$0	$0	$0	$0	$0	$902,923,938	$0	2016	false	Yes (true)	Yes (true)	Yes (true)
B	$0	$0	$496,319,743	$0	$0	$0	$0	$0	$0	$0	$496,319,743	$0	2017	false	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00680	0.00000	0.00680	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00700	0.00010	0.00710	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	false	Yes (true)	Yes (true)	false	false	false	0

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K REPORTING	The organization's sole corporate member is a conduit borrower of tax-exempt bond issues that allocates portions of each issue to certain subsidiaries, including the organization. The outstanding bond liability allocated to this organization is reported on Form 990, Part X, Balance Sheet, and Part VI herein. With the exception of this portion of Part VI, the Schedule K for this organization is reporting information for the entire bond issue.
SCHEDULE K, PART I, COLUMN E	THE ORGANIZATION RECEIVED BOND PROCEEDS IN THE AMOUNT OF: $28,573,250 FROM THE 2016B ISSUE AND; $96,964,091 FROM THE 2017A. THE DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED IN PART I, COLUMN (E) AND THE PROCEEDS OF ISSUE IN PART II, LINE 3 IS DUE TO INVESTMENT EARNINGS.
SCHEDULE K, PART II, LINE 7	Issuance costs were funded through equity contributions.
SCHEDULE K, PART IV, LINE 2C	DATE THE REBATE COMPUTATION PERFORMED CHFFA 2016B - 9/9/2021 CHFFA 2017A - 7/22/2019

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	Lizz Vilardo-Morgan	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	OFFICER	RelationshipDescriptionTxt
Transaction	$81,092	TransactionAmt
Transaction	CHILD IS AN SBMF EMPLOYEE	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp
Securities Publicly Traded		SecuritiesPubliclyTradedGrp

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	18	ContributionCnt
Noncash Contributions Rpt F990	$321,536	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV of stock	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	ARTWORK	Desc
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$135,300	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PART I, COLUMN (B)	FormAndLineReferenceDesc
Explanation	COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III, LINE 1	MISSION 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 III, LINE 4A	PROGRAM SERVICE ACCOMPLISHMENTS: Sutter Bay Medical Foundation (SBMF) is a not-for-profit health care organization that is a pioneer in both multispecialty group practice of medicine and outpatient medicine. Serving communities throughout Northern California, Sutter Health is a regional leader in primary care and specialty care and is a pioneer in advanced patient safety technology. In 1993, Palo Alto Medical Foundation (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 2016, Sutter began the process of merging Bay Area medical foundations to form SBMF. In August 2017, Sutter West Bay Medical Foundation (SWBMF) and Sutter East Bay Medical Foundation (SEBMF) merged into SBMF. 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. In 2017 PMC merged into PAFMG, creating a single physician group. In addition, in 2017 as part of the merger of SWBMF and SEBMF into SBMF, East Bay Physicians Medical Group (EBPMG), Sutter Medical Group of the Redwoods, Inc., Physician Foundation Medical Associates, Inc. and Marin Headlands Medical Group, Inc. contracted with SBMF to provide physician services. In 2023, SBMF's 1,700 affiliated physicians and 7,379 employees served 1,207,365 patients through 8,681,596 patient visits, outpatient surgeries, and urgent care visits. SBMF'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. SBMF has three divisions: 1. Health Care 2. Education 3. Research Health Care Division SBMF's Health Care Division consists of five service areas: 1. Peninsula Area, serving San Mateo, Santa Clara counties 2. South Bay Area, serving Santa Clara County 3. Santa Cruz Area, serving Santa Cruz County 4. East Bay Area, serving Alameda and Contra Costa counties 5. Sonoma and San Francisco Area, serving Sonoma, Marin and San Francisco counties These service areas 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. SBMF'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. SBMF continues to expand and integrate services through efforts such as transplant and advanced organ therapies outreach clinics to provide care at all phases of the kidney, liver, and pancreas transplant process for patients across Northern California and Nevada. The teams coordinate care in local communities while the transplant event takes place at Sutter Health's California Pacific Medical Center in San Francisco. As part of its commitment to serving its community, SBMF 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. There are a total of 198 clinic across SBMF's service areas to further its commitment to serving its community, 21 within Peninsula, 24 within South Bay, 18 within Santa Cruz, 17 within East Bay and 105 within Sonoma and San Francisco. Recent Achievements . PAMF honored as a Top Ten Percent organization in Clinical Quality by Integrated Health Association Align Measure Perform program (IHA AMP) for our 2022 (most recent) measurement year performance. . PAMF honored as a Top Ten Percent organization in Patient Experience by Integrated Health Association Align Measure Perform program (IHA AMP) for our 2022 (most recent) measurement year performance. . Several PAMF ASCs rank in the Top 15% in California by Newsweek for 2023. (Mountain View ranks #6, Palo Alto ranks #12) . SBMF achieved Exceptional Performer (top rating) in CMS Quality Payment Program (MIPS) based on our 2022 performance . Palo Alto Medical Foundation was recognized by the Healthcare Equality Index as an LGBTQ+ Healthcare Equality Leader. This two-year designation recognizes healthcare providers who uphold policies and practices dedicated to the equitable treatment and inclusion of LGBTQ+ patients, visitors and employees. . Palo Alto Foundation Medical Group received 4.5 star rating for its overall 2022 (most recent) care of Medicare Advantage (MA) patients, as publicly reported on the Integrated Healthcare Association's (IHA) website program. . California's Office of the Patient Advocate (OPA) awards their top rating (5 stars) to PAMF-PAFMG for patient experience and 5 stars for quality in all 4 counties that we serve. . PAMF Scores in Top 10 Percent for multiple domains in the state for patient satisfaction according to our 2023 Patient Assessment Survey. 85% of the domains we score in the top quintile in the State. Participants are over 180 provider groups in California. . PAFMG exceeds the 2023 Sutter Best Practice Target on Quality with 68% metrics above 90th percentile performance Research Division The PAMF Research Institute is a nationally recognized, highly renowned research institute that continues to lead and is committed to quality research. Through our research programs, we provide our patients with the most innovative, cutting-edge therapies and advanced scientific discoveries. We serve patients from a wide geographic area in the Santa Cruz, Santa Clara, San Mateo, and Alameda counties. In 2023, PAMFRI participated in 25 clinical trials, enrolled 650 patients, and completed 2,640 study-related visits with patients. We received 112 awards and grants from federal agencies, public and private foundations, commercial sponsors, and PAMF Philanthropy awards to support the scientific discoveries and research of PAMFRI investigators and physician-scientists. Our PAMFRI Center for Health Systems Research scientists and researchers have published over 25 manuscripts. Our Clinical Principal Investigators have published numerous articles in prestigious medical journals. PAMFRI's clinical research portfolio has covered a wide range of medical and surgical specialties, including oncology, dermatology, diabetes, cardiovascular, pulmonary, orthopedics, spine surgery, gastroenterology, pain management, neurology, and infectious diseases. We have conducted research focused on a variety of diseases/health conditions such as COVID-19, diabetes, lung, liver, colorectal, gastric, ovarian, cervical, breast, prostate and other cancers, multiple sclerosis, vitiligo, low back pain, and mental health. We also have conducted research focused on patient-reported outcomes, physician-patient communication, digital health tools, lean management, physician/clinician wellbeing and burnout, survey administration and data analysis for employees. In addition, PAMFRI researchers have been co-leads in quality improvement evaluation projects in pediatric primary and urgent care. PAMFRI has received sponsorship and funding from numerous prominent organizations, including: . National Institute of Diabetes and Digestive and Kidney Diseases . National Institute for Mental Health . National Heart, Lung, and Blood Institute . National Cancer Institute . The National Center for Advancing Translational Sciences . Patient-Centered Outcomes Research Institute . Tobacco-Related Disease Research Program (State of California) . California Breast Cancer Research Program . Genentech, Eisai, Novartis, Eli Lily, Incyte and more . Biotech companies such as Lucira, Atreca, Avail and more . Palo Alto Medical Foundation Philanthropy
FORM 990, PART III, LINE 4A (CONTINUED)	Education Division The Health Education Division provides health education through health promotion classes, support, resources and health information at our in-person or virtual health resource centers. Our programs focus on wellness, healthy lifestyle changes, prenatal/postpartum care, and disease management and are available to all patients and community members. We offer need-based scholarships for education classes when cost is a barrier. Notable achievements from the past year include: . The Health Education Department provided over 40 unique health focused group classes virtually and in-person. These classes covered topics related to behavior change, disease management, fitness, prenatal & postpartum care and stress management. We provided more than 12,000 touchpoints to participants in our no-cost group education classes and more than 7,000 touchpoints to participants in our fee-based group education classes in 2023. . The Health Education Resource Centers (HERCs) offered many services on an individual level to both patients, staff and community members. We provided more than 19,000 touchpoints to patrons across Greater Silicon Valley in 2023 both in-person and virtually. In March 2023, we re-opened two HERC locations (Mountain View and Dublin) that were closed due to the pandemic. These two HERC re-openings and some Patient Educator staffing shifts into leadership roles allowed us to onboard four full-time patient educators. . In 2023, our school-based youth nutrition program (5-2-1-0) held in-person programming and our total touchpoints were 22,075. Touchpoints consisted of nutrition and physical activity education, fruit and vegetable lunch tastings, kitchen safety and cooking skills. . In 2023, the Medical Librarians answered and filled 2,481 requests for Sutter Bay, East Bay, System Offices, and Valley clinicians. Thirty-six percent (36%) were for urgent patient care or rush requests. In addition, thirty percent (30%) were for patient-related educational or research purposes. Importantly, over half of the total number of requests filled were for patient care. Furthermore, information delivery included 500 librarian-mediated literature reviews, 6,811 documents (articles, books, book chapters, online resources) and 211 reference touch points. Instruction sessions included 58 presentations and 5-Minute Librarian Consults (e.g., EndNote, One Search demonstrations, Search Strategies). Finally, 15 librarian-curated bibliographies supported the continuing medical education activities at Mills-Peninsula Medical Center and Alta Bates Medical Center to fulfill the cultural, linguistic, and implicit bias requirement. Community Benefit In 2023, SBMF provided over $75 million in services for the poor and underserved and nearly $8 million in community benefits for the broader community. In addition, each year PAMF physicians and staff donate hundreds of hours to community service. SBMF provided support to community organizations, prioritizing the Community Health Needs Assessment's (CHNA) top needs in 2023, which included access to care and delivery, behavioral health, and economic security. SBMF's community benefit efforts included a myriad of programs and benefits for the poor and underserved as well as the broader community, including but not limited to: . Monetary support to FQHCs and Community Clinics in Alameda, Santa Clara, San Mateo and Santa Cruz Counties for Access to Care and Behavioral Health initiatives . Radiology services to patients receiving care at Ravenswood Family Health Center including mammography, x-rays and ultrasounds . Physicians staffing Peninsula Healthcare Connection in Palo Alto, providing healthcare services and mental health services to the homeless and at-risk homeless . Youth mental health outreach and collaborations . School-based health and wellness programs . Childhood Nutrition Programs in local schools . Health education presentations in local organizations with at-risk populations, ethnically diverse populations, age-focused health and wellness . Disease specific support groups and disease specific programs for requesting community organizations and on-site programs which are free and open to all community members . On-site clinical education programs and preceptorships for medical students, medical residents, medical fellows, nursing students, laboratory technologists, radiology technologists, pharmacy students . Monetary donations and in-kind support to local community groups and organizations . Support of the Healthier Kids Foundation's HealthFirst program which provides universal wellness screening in elementary and middle schools in Santa Clara County . Support of organizations in the East Bay that focus on economic security programs, career development, academic enrichment, financial tools, and leadership development . Support of Behavioral Health organizations in Santa Cruz County that provides family counseling programs . Support of food pantries and meal programs to increase food security and access to nutritious food . Support of culturally responsive, linguistically diverse domestic violence advocacy services . Support of hygiene banks to ensure organizations, serving the homeless and low income communities, always have access to their most basic needs . Community organization board memberships Palo Alto Medical Foundation serves the community by encouraging financial support from the community and corporations to enhance the quality of healthcare in the region. In 2022, more than 4,300 individual donors contributed more than $27 million to fund cutting-edge research and implement programs that fall outside of our annual operations budget. In 2023, philanthropy invested more than $14.7 million to PAMF affiliates to advance patient care. This represents a 10% increase in funds invested over 2022. An additional $38 million has been earmarked for future projects in 2024 and beyond. We continue to partner with senior leaders to invest donor dollars in programs like research and physician well-being as well as advanced imaging tools for cardiology and oncology, making an immediate impact. Philanthropy is an irreplaceable part of our not-for-profit mission and our fundraising initiatives are local by design-embracing core innovation, expanding accessibility and improving health outcomes in each of the communities we serve. Of the $14.7 million invested, $10.6 million went to support a wide range of programs for cancer, cardiology and vascular services, geriatrics and palliative care, mental health, palliative care, pediatrics and research. An additional $4.1 million was invested in capital and medical equipment to facilitate more advanced care and better outcomes for patients. The Grants & Disbursements program uses unrestricted gifts from the community to accelerate new pilot programs and bring innovative technologies to the clinic faster. In 2023 the program funded 7 proposals from across the organization, totaling just under $1 million. For the last eight years, nearly $9 million in philanthropic gifts have been directed toward improving patient care. Donor support also funds other capital requests, various scholarships, endowments and community programs which enhance the level of care throughout the communities we serve. As a not-for-profit network, Sutter Health philanthropy innovates care, creates vital new programs, funds clinical research, and expands access to care for our patients and their families. Specific areas of impact from philanthropy in 2023 included: . Parkinson's Disease Treatment Clinical Trial- PAMF began a research study for treatment of Parkinson's disease to assess feasibility of digital devices to deliver personalized, data driven care for patients with Parkinson's Disease. . Firearm Safety Task Force-creation of a PAMF clinician lead Firearm Safety Task force to develop resources and provide frontline clinician trainings that allow them to properly educate patients on the importance of firearm safety. . CardioOncology Pilot-to develop a pilot program to provide robust cardio-oncology services to cancer patients. Project will identify patients at a higher risk of developing cardiovascular complications as a result of improvements in cancer drug treatment efficacy. A nurse navigator will screen patients, monitor data and coordinate with the cardiology and oncology teams. . Enhanced ENT care-with chronic staffing shortages and wait times of 2-3 months to see a specialist, tablet based audiometers and digital otoscopes will facilitate diagnoses and inter-provider communication, reducing diagnostic delays and specialty care scheduling.
FORM 990, PART VI, LINE 2	DAVID QUINCY, KEY EMPLOYEE, AND JANE VARNER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, LINES 6 & 7A	CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS: THIS CORPORATION IS AN AFFILIATE OF SUTTER HEALTH, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. SUTTER HEALTH IS THE SOLE MEMBER WITH THE RIGHT TO ELECT AT LEAST A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7B	CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS: SUTTER HEALTH AS THE SOLE MEMBER OF THE ORGANIZATION IS ENTITLED TO EXERCISE FULLY ALL RIGHTS AND PRIVILEGES OF MEMBERS OF NONPROFIT CORPORATIONS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, AND ALL OTHER APPLICABLE LAWS. THE MEMBER HAS THE RIGHTS AND POWERS TO APPOINT (AND REMOVE) MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS, SUBJECT TO THE PROVISIONS OF THE BYLAWS. IN ADDITION, THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS OF THE CORPORATION'S BOARD OF DIRECTORS: (A) MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION OF THE CORPORATION OR ANY 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 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. ANY AFFILIATED ENTITY AFTER THEIR EMPLOYMENT HAS ENDED. ANY AFFILIATED ENTITY AFTER THEIR EMPLOYMENT HAS ENDED. ANY AFFILIATED ENTITY AFTER THEIR EMPLOYMENT HAS ENDED.
FORM 990, PART VI, LINE 11B	PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW FORM 990: SUTTER HEALTH HAS A CENTRALIZED TAX DEPARTMENT RESPONSIBLE FOR THE PREPARATION OF THE FORM 990. ANNUALLY THE TAX DEPARTMENT PROVIDES TRAINING AND EDUCATION TO AFFILIATE PERSONNEL WHO ASSIST THE TAX DEPARTMENT IN COLLECTING AND REVIEWING DATA TO BE REPORTED ON THE FORM 990. THE PREPARATION MATERIAL IS REVIEWED BY VARIOUS DEPARTMENTS INCLUDING TAX, FINANCE, LEGAL, AND HUMAN RESOURCES. A NATIONAL ACCOUNTING FIRM PREPARES AND/OR REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT, THE AFFILIATE, AND THE CFO BEFORE THE RETURN IS FILED.
FORM 990, PART VI, LINE 12	PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: EMPLOYEES ARE EDUCATED ON THE CONFLICT OF INTEREST POLICY AND THE NEED TO MAKE DISCLOSURE AS PART OF ANNUAL COMPLIANCE EDUCATION. IN ADDITION, ANNUALLY A DISCLOSURE STATEMENT IS COMPLETED BY ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES. ON THIS STATEMENT THE INDIVIDUAL WILL LIST A WIDE RANGE OF INFORMATION WHICH INCLUDES BUSINESS RELATIONSHIPS, EMPLOYMENT RELATIONSHIPS, PROPERTY INTERESTS, AND THOSE OF RELATED PARTIES. IF THERE IS A POTENTIAL CONFLICT OF INTEREST RELATED TO A PARTICULAR TRANSACTION, THE INTERESTED INDIVIDUAL MUST DISCLOSE THE EXISTENCE AND NATURE OF THE RELATIONSHIP. THE BOARD CHAIR MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE CONFLICT. THE BOARD MAY CONSULT WITH THE OFFICE OF THE GENERAL COUNSEL AS NECESSARY. UNTIL THE POTENTIAL CONFLICT IS RESOLVED, THE BOARD CHAIR (OR COMMITTEE CHAIR AS APPLICABLE) MAY REQUEST THE INDIVIDUAL TO NOT PARTICIPATE DURING RELATED PRESENTATIONS AND DISCUSSIONS. IN ALL CIRCUMSTANCES INVOLVING AN ACTUAL CONFLICT, THE INTERESTED INDIVIDUAL SHALL LEAVE THE ROOM PRIOR TO THE BOARD'S FINAL DISCUSSION AND VOTE.
FORM 990, PART VI, LINES 15A & 15B	PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE 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 2023 EXECUTIVE COMPENSATION APPROVAL WAS COMPLETED IN May 2023.
FORM 990, PART VI, LINE 19	AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY & FINANCIAL STATEMENTS: THE SUTTER HEALTH SYSTEM POSTS ITS CURRENT AND PAST AUDITED FINANCIAL STATEMENTS AT SUTTERHEALTH.ORG. OTHER DOCUMENTS ARE ALSO LOCATED AT THIS WEBSITE INCLUDING THE ANNUAL REPORT, MISSION STATEMENT, HISTORY, AND LINKS TO AFFILIATE WEBSITES. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
FORM 990, PART VII, SECTION A	COMPENSATION OF BOARD MEMBERS: THE FOLLOWING BOARD MEMBERS OF THE ORGANIZATION ARE FULL-TIME EMPLOYEES (40 HOURS PER WEEK) OF SUTTER HEALTH OR SUTTER BAY HOSPITALS AND THEIR SUTTER SALARIES ARE REPORTED HEREIN. THESE INDIVIDUALS RECEIVE NO COMPENSATION FOR THEIR SERVICE AS BOARD MEMBERS OF THIS ORGANIZATION. - MARK SEVCO - TODD SMITH, MD - THERESA FREI - THOMAS WARNER - JILL KACHER COBB, 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 9	EQUITY TRANSFERS (NET) $ (45,364,897) K-1 ACTIVITY $ (4,502,298) PARTNERSHIP INCOME ON BOOKS $ 13,957,813 ANNUITY TRUE-UP $ (27,730) CHANGE IN SPLIT INTEREST $ 9,952 DONATED LONG LIVE ASSETS $ 133,300 ------------------ TOTAL $ (35,793,860)
FORM 990 PART IX LINE 11G	DESCRIPTION:MEDICAL GROUP COMPENSATION TOTAL FEES:1291241792
FORM 990 PART IX LINE 11G	DESCRIPTION:PROF FEES - PHYSICIAN TOTAL FEES:5379198
FORM 990 PART IX LINE 11G	DESCRIPTION:THERAPISTS/OTHER MEDICAL TOTAL FEES:17813138
FORM 990 PART IX LINE 11G	DESCRIPTION:NON-PHYSICIAN MEDICAL TOTAL FEES:11067
FORM 990 PART IX LINE 11G	DESCRIPTION:NURSE REGISTRY FEES TOTAL FEES:7418866

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (19 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
California Pacific Medical Center Founda
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942728423	Fundraising	CA	501(c)(3)	7	Sutter BH	Yes (true)
East Bay Perinatal Center
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	510172285	Healthcare	CA	501(c)(3)	3	SUTTER BH	Yes (true)
Memorial Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942290244	Fundraising	CA	501(c)(3)	12A-I	Sutter VH	Yes (true)
Mills-Peninsula Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	237288765	Fundraising	CA	501(c)(3)	7	Sutter BH	Yes (true)
Sutter Auburn Faith Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942594966	Fundraising	CA	501(c)(3)	7	Sutter VH	Yes (true)
Sutter Bay Hospitals
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	940562680	Hospital	CA	501(c)(3)	3	Sutter Hlth	Yes (true)
Sutter Coast Hospital
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942988520	Hospital	CA	501(c)(3)	3	Sutter Hlth	Yes (true)
Sutter Davis Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	680217870	Fundraising	CA	501(c)(3)	7	Sutter VH	Yes (true)
Sutter Health
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	942788907	Supporting Or	CA	501(c)(3)	12C III-FI	NA	false
Sutter Health Pacific
91-2301 FT WEAVER RD	EWA BEACH	HI	96706	990298651	Hospital	CA	501(c)(3)	3	Sutter Hlth	Yes (true)
Sutter Health Plan
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	461183948	Health Plan	CA	501(c)(4)	N/A	Sutter Hlth	Yes (true)
Sutter Insurance Services Corporation
746 FORT STREET SUITE 1100	HONOLULU	HI	96813	990289310	Insurance Ser	HI	501(c)(3)	12C III-FI	Sutter Hlth	Yes (true)
Sutter Medical Center Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942788906	Fundraising	CA	501(c)(3)	7	Sutter VH	Yes (true)
Sutter Roseville Medical Center Foundati
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	680040113	Fundraising	CA	501(c)(3)	7	Sutter VH	Yes (true)
Sutter Valley Hospitals
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	941156621	Hospital	CA	501(c)(3)	3	Sutter Hlth	Yes (true)
Sutter Valley Medical Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	680273974	Healthcare	CA	501(c)(3)	3	Sutter Hlth	Yes (true)
Sutter Visiting Nurse Association and Ho
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	946068843	Healthcare	CA	501(c)(3)	10	Sutter Hlth	Yes (true)
Tracy Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	680318845	Fundraising	CA	501(c)(3)	12A - I	Sutter VH	Yes (true)
Sansum Clinic
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	956419205	HEALTHCARE	CA	501(c)(3)	3	Sutter HLTH	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (28 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
SURG CTR OF ABSMC
3875 TELEGRAPH	OAKLAND	CA	94609	470946086	PATIENT CARE	CA	NA
CA PACIFIC ADV IMAG
PO BOX 6102	NOVATO	CA	94598	562311840	PATIENT CARE	DE	NA
SF ENDOSCOPY CENTER
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	912160588	PATIENT CARE	CA	NA
SUT FAIRFIELD SURG
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	300233892	PATIENT CARE	CA	NA
SUT AMADOR SURG CTR
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	461398093	PATIENT CARE	CA	NA
ROSEVILLE ENDOSCOPY
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	870710513	PATIENT CARE	CA	NA
MEMORIAL MED BLDG
1800 COFFEE RD 76	MODESTO	CA	95355	770234236	OFFICE RENTAL	CA	NA
MAGNETIC IMAGING AF
2125 OAK GROVE ROAD	WALNUT CREEK	CA	94598	473696091	PATIENT CARE	CA	NA
ASC OPTRS - SNTA ROSA
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	263386169	CARE MANAGEMENT	CA	NA	RELATED	$4,062,437	$8,204,634	false	$0	false	0.55000
ASC OPTRS - SLO LLC
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	272673776	CARE MANAGEMENT	CA	NA
ICG CREDIT OPP FUND LP
11111 SANTA MONICA BLVD SUITE 2100	LOS ANGELES	CA	90025	814220441	INVESTMENTS	DE	NA
CARLSBAD SURG CTR
6121 PASEO DEL NORTE STE 100	CARLSBAD	CA	92011	201413484	PATIENT CARE	CA	NA
DIVISADERO HOLDINGS LLC
1635 DIVISADERO	SAN FRANCISCO	CA	94115	320621050	OUTPATIENT SURG	CA	NA
PENINSULA ENDOSCOPY
1720 El Camino Real Suite 100	Burlingame	CA	94010	271905059	PATIENT CARE	CA	Sutter Hlth	RELATED	$1,373,663	$138,495	false	$0		0.25000
South Placer Surgery Center
8 Medical Plaza Drive Suite 100	Roseville	CA	95661	421540694	Patient Care	CA	NA
Sacramento Surgery Center Associates LP
1800 Tribute Road Suite 100	SACRAMENTO	CA	95815	680516588	Patient Care	CA	NA
Fort Sutter Surgery Center
2801 K STREET	SACRAMENTO	CA	95816	680116391	Patient Care	CA	NA
Sutter Alhambra Surgery Center
1201 Alhambra Blvd Suite 110	SACRAMENTO	CA	95816	631221949	Patient Care	CA	NA
Auburn Surgical Center
148 Maple Street Suite F	Auburn	CA	95603	364123623	Patient Care	CA	NA
ASC Operators LLC
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	208970704	CARE MANAGEMENT	CA	NA
D E SHAW ALL COUNTRY GLOBAL ALPHA PLUS
1166 AVENUE OF THE AMERICAS - 9TH F	NEW YORK	NY	10036	882890454	Investment	DE	NA
ICG CREDIT OPPORTUNITIES FUND 1A LP
11111 SANTA MONICA BLVD SUITE 2100	LOS ANGELES	CA	90025	825045573	Investment	DE	NA
ICG CREDIT OPPORTUNITIES FUND 2A LP
11111 SANTA MONICA BLVD SUITE 2100	LOS ANGELES	CA	90025	852303976	Investment	DE	NA
MAKENA REAL ESTATE II LP
2755 Sand Hill Road Suite 200	Menlo Park	CA	94025	981298071	Investment		NA								CJ
D E SHAW ALL COUNTRY GLOBAL ALPHA LL
1166 AVENUE OF THE AMERICAS - 9TH F	NEW YORK	NY	10036	832024364	Investment	DE	NA
ICG SPECIAL OPPORTUNITIES FUND I LP
11111 SANTA MONICA BLVD SUITE 2100	LOS ANGELES	CA	90025	863196460	Investment	DE	NA
TAP CMDITYBLDR FUND
257 PARK AVENUE S SUITE 700	NEW YORK	NY	10010	274871720	INVESTMENT	NY	NA
MAKENA STRATEGIC OPPORTUNITIES FUND - SH
2755 SAND HILL ROAD SUITE 200	MENLO PARK	CA	94025	844965838	INVESTMENT	DE	NA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Direct Controlling NADirectControllingNACd
SUTTER HEALTH DEFERRED COMP PLANS' TRUST
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	276851989	RABBI TRUST	CA	NA	TRUST	Yes (true)
NORTHWOOD EUROPE TE FEEDER LP
1819 WAZEE ST 2ND FLOOR	DENVER	CO	80202	981272216	HOLDING COMPANY		NA	C CORP	Yes (true)	CJ
CHARITABLE REMAINDER TRUSTS (7)
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833		CHARITABLE TRUST	CA	NA	TRUST	Yes (true)
WilSOP Segregated Portfolio 1
					INVESTMENT		NA	C corp	Yes (true)	CJ	PO box 10008	Willow House Cricket Square	grand cayman	CJ	KY1-10001
WilSOP Segregated Portfolio 2
					INVESTMENT		NA	c corp	Yes (true)	CJ	PO box 10008	Willow House Cricket Square	grand cayman	CJ	KY1-10001
AQR REAL RETURN OFFSHORE FUND LP
				980700570	INVESTMENT		NA	c corp	Yes (true)	CJ	89 NEXUS WAY	CAMANA BAY	GRAND CAYMAN	CJ	KY1-9009
BRIGADE LEVERAGED CAPITAL STRUCTURE OFFS
				981020330	Investment			C Corp	Yes (true)	CJ	ONE NEXUS WAY	CAMANA BAY	GRAND CAYMAN	CJ	KY1-9005	N/A
AQR MULTI-STRATEGY FUND XXIII LP
ONE GREENWICH PLAZA STE 130	GREENWICH	CT	06830	981716386	INVESTMENT		NA	C CORP	Yes (true)	CJ

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (14 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Sutter Health Plan
S	$66,931,573	FMV
Sutter Bay Hospitals
R	$58,159,062	FMV
Sutter Bay Hospitals
K	$11,078,270	FMV
Sutter Insurance Services Corporation
P	$7,905,338	FMV
California Pacific Medical Center Foundation
C	$1,625,134	FMV
Sutter Bay Hospitals
B	$984,939	FMV
Sutter Bay Hospitals
J	$865,103	FMV
Sutter Bay Hospitals
C	$504,795	FMV
California Pacific Medical Center Foundation
K	$481,029	FMV
Sutter Bay Hospitals
Q	$408,642	FMV
California Pacific Medical Center Foundation
Q	$317,287	FMV
East Bay Perinatal Center
Q	$219,750	FMV
Sutter Valley Hospitals
R	$117,317	FMV
Sutter Valley Medical Foundation
S	$78,078	FMV