SUTTER BAY MEDICAL FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SUTTER BAY MEDICAL FOUNDATION (EIN 94-1156581)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202303189349319775
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T22:35:55-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line155 IVAN ALLEN JR BLVD STE 1000AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30308ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941156581EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUTTER BAY MEDICAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KENNETH YOUNGInCareOfNm
Business Name ControlSUTTBusinessNameControlTxt
Phone9162866665PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SH TAX 2200 RIVER PLAZA DRIVEAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOMINIC NAKISPersonNm
Person TitleCFOPersonTitleTxt
Phone9162866665PhoneNum
Signature2023-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOMINICPersonFirstNm
Person LastNAKISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01598400PTIN
Phone4048748300PhoneNum
Preparation2023-11-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTODD SMITH MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SH TAX 2200 RIVER PLAZA DRAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,251,893,549GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SUTTERHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1948FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSEE SCHEDULE OActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee8158TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI$52,694TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$46,425NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$32,936,180PYContributionsGrantsAmt
CY Contributions Grants$39,413,173CYContributionsGrantsAmt
PY Program Service Revenue$3,031,644,108PYProgramServiceRevenueAmt
CY Program Service Revenue$3,174,748,007CYProgramServiceRevenueAmt
PY Investment Income$6,206,509PYInvestmentIncomeAmt
CY Investment Income$22,323,675CYInvestmentIncomeAmt
PY Other Revenue$230,221PYOtherRevenueAmt
CY Other Revenue$229,638CYOtherRevenueAmt
PY Total Revenue$3,071,017,018PYTotalRevenueAmt
CY Total Revenue$3,236,714,493CYTotalRevenueAmt
PY Grants And Similar Paid$2,294,635PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$885,582CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$912,475,203PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$917,607,064CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,014,785CYTotalFundraisingExpenseAmt
PY Other Expenses$2,163,031,668PYOtherExpensesAmt
CY Other Expenses$2,215,451,965CYOtherExpensesAmt
PY Total Expenses$3,077,801,506PYTotalExpensesAmt
CY Total Expenses$3,133,944,611CYTotalExpensesAmt
PY Revenues Less Expenses-$6,784,488PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$102,769,882CYRevenuesLessExpensesAmt
Total Assets BOY$1,865,598,400TotalAssetsBOYAmt
Total Assets EOY$1,877,171,234TotalAssetsEOYAmt
Total Liabilities BOY$690,733,092TotalLiabilitiesBOYAmt
Total Liabilities EOY$722,183,498TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,174,865,308NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,154,987,736NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,881,061,580ExpenseAmt
Grant$885,582GrantAmt
Revenue$3,174,748,007RevenueAmt
DescSEE SCHEDULE ODesc
Total Program Service Expenses$2,881,061,580TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1382IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee8158EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Excs Tax Sect4951 Or4952 Or4953falseExcsTaxSect4951Or4952Or4953Ind
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKENNETH YOUNGPersonNm
Phone9162866665PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12300 RIVER PLAZA DRAddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95833ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Sarah Krevans
CEO Emeritus, Sutter Health2.040.0Yes (X)$0$5,124,807$275,603
Warner Thomas
PRESIDENT & CEO SH (PT-YR)2.040.0Yes (X)$0$194,285$3,265,142Yes (X)
James Conforti
SH SVP, Interim CEO4.040.0Yes (X)$0$2,919,261$226,992Yes (X)
Brian Dean
SH SVP, CFO2.040.0Yes (X)$0$2,576,364$192,152Yes (X)
Theresa Frei
SH INTRM COO & PRES/CEO, SVMF4.040.0Yes (X)$0$1,497,664$115,619Yes (X)
Elizabeth Vilardo-Morgan MD
CEO, SBMF2.040.0Yes (X)$0$1,338,026$161,450Yes (X)
John Gates
CFO, SH BAY AREA (PT-YR)2.040.0$0$1,055,905$79,197Yes (X)
Li-Min J Hu
COO, SBMF0.040.0$0$987,993$106,445Yes (X)
David Quincy MD
Foundation Area CEO, South Bay0.040.0$0$991,693$98,609Yes (X)
Robert Nordgren
Foundation Area CEO, North Bay0.040.0$0$932,686$99,557Yes (X)
Lawrence deGhetaldi
SH VP, GOVT MEDICAL AFFAIRS0.040.0$0$772,468$84,357Yes (X)
Raul A Gorospe
CFO, PAMF & SBMF Spprt SVCS EX0.040.0$0$587,872$47,518Yes (X)
Marc Lamonica
CFO Fndtn - SEBMF & SPMF0.040.0$0$513,038$66,171Yes (X)
Harly Neumann
VP, HR, SBMF & South Bay0.040.0$0$499,314$59,583Yes (X)
Gregory Brown
SH VP,LEGAL & SBH SEC2.040.0$0$460,864$74,568Yes (X)Yes (X)Yes (X)
Deborah A Espinoza
Physician Assistant40.00.0Yes (X)$429,137$0$35,591Yes (X)Yes (X)
Jill Kacher Cobb MD
Chief Medical Executive2.040.0Yes (X)$0$407,415$36,968Yes (X)
Erin Neal
Executive, Ops40.00.0Yes (X)$385,666$0$39,038Yes (X)
Teresa R Sarlitto
Executive, Ops40.00.0$371,975$0$32,507Yes (X)
Lorin E Ferguson
Physician Assistant40.00.0$363,487$0$22,799Yes (X)
Maryam Delucia
Physician Assistant40.00.0Yes (X)$349,788$0$20,587Yes (X)
Penny Westfall
SH VP, Chief Legal Officer, SH0.040.0$0$198,372$487Yes (X)
Eric Flowers
Director/Chair4.04.0Yes (X)$0$0$0Yes (X)
Steven Hao MD
Director2.02.0Yes (X)$0$0$0Yes (X)
Kimberly Long
Director2.02.0Yes (X)$0$0$0
Juli Maxworthy
Director2.02.0Yes (X)$0$0$0
Yumi Nakagawa
Director2.02.0Yes (X)$0$0$0
Steven Oliver
DIRECTOR/CHAIR FIN & PLANNING4.04.0Yes (X)$0$0$0Yes (X)
Umesh Padval
Director2.02.0Yes (X)$0$0$0Yes (X)
Yvonne Richardson
Director2.02.0Yes (X)$0$0$0
John Ryan
Director2.02.0Yes (X)$0$0$0
Ron Sinha MD
Director2.02.0Yes (X)$0$0$0
Kuntal Thaker MD
Director2.02.0Yes (X)$0$0$0
Jane Varner MD
Director2.02.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,900,053TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$21,058,027TotReportableCompRltdOrgAmt
Total Other Compensation$5,140,940TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2130IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SKANSKA USA BUILDING INC
389 INTERPACE PKWY 5TH FLRPARSIPPANYNJ07054CONSTRUCTION SVCS$27,382,952
AGILE PHYSICAL THERAPY INC
3825 EL CAMINO REALPALO ALTOCA943063324PHYSICAL THERAPY SVS$12,885,279
BRILLIANT GENERAL MAINTENANCE
954 CHESTNUT STSAN JOSECA951101504MANTENANCE SVCS$6,218,847
HEALTHCARE LOGISTICS MGMT INC
PO BOX 749469LOS ANGELESCA900749469MEDICAL COURIER SVCS$5,367,647
AUGMEDIX INC
1161 MISSION ST STE B100SAN FRANCISCOCA941031571REMOTE DOC SVCS$4,430,427
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K115CntrctRcvdGreaterThan100KCnt
Federated Campaigns$21,581FederatedCampaignsAmt
Related Organizations$1,644,552RelatedOrganizationsAmt
Government Grants$27,482,289GovernmentGrantsAmt
All Other Contributions$10,264,751AllOtherContributionsAmt
Noncash Contributions$2,125,574NoncashContributionsAmt
Total Contributions$39,413,173TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICE REVENUE621110$3,169,786,535$3,169,786,535
HEALTHCARE RELATED JV INCOME621990$3,980,425$3,980,425
RENTAL TO AFFILIATES532420$981,047$981,047
FieldValueIRS element (for citing)
Total Program Service Revenue$3,174,748,007TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,793,287TotalRevenueColumnAmt
Unrelated Business Revenue$52,694UnrelatedBusinessRevenueAmt
Exclusion$3,740,593ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$696,677RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$467,039RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$229,638RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$229,638TotalRevenueColumnAmt
Exclusion$229,638ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,855,072SecuritiesAmt
Other$30,387,333OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$14,712,017OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,855,072SecuritiesAmt
Other$15,675,316OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,530,388TotalRevenueColumnAmt
Exclusion$18,530,388ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,236,714,493TotalRevenueColumnAmt
Related Or Exempt Func Income$3,174,748,007RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$52,694UnrelatedBusinessRevenueAmt
Exclusion$22,500,619ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$790,907TotalAmt
Program Services$790,907ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$94,675TotalAmt
Program Services$94,675ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$560,459,684TotalAmt
Program Services$516,216,150ProgramServicesAmt
Management And General$42,601,713ManagementAndGeneralAmt
Fundraising$1,641,821FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$44,813,589TotalAmt
Program Services$41,346,826ProgramServicesAmt
Management And General$3,412,225ManagementAndGeneralAmt
Fundraising$54,538FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$261,393,876TotalAmt
Program Services$240,907,155ProgramServicesAmt
Management And General$19,881,318ManagementAndGeneralAmt
Fundraising$605,403FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$50,939,915TotalAmt
Program Services$46,789,562ProgramServicesAmt
Management And General$3,861,397ManagementAndGeneralAmt
Fundraising$288,956FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$4,065,918TotalAmt
Program Services$818,822ProgramServicesAmt
Management And General$3,247,096ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,653,582TotalAmt
Program Services$1,653,582ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$59,260TotalAmt
Program Services$0ProgramServicesAmt
Management And General$59,260ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$539,749TotalAmt
Program Services$0ProgramServicesAmt
Management And General$539,749ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,239,151,299TotalAmt
Program Services$1,198,029,785ProgramServicesAmt
Management And General$41,121,514ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$74,360TotalAmt
Program Services$0ProgramServicesAmt
Management And General$74,360ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,893,119TotalAmt
Program Services$2,133,882ProgramServicesAmt
Management And General$10,728,050ManagementAndGeneralAmt
Fundraising$31,187FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$71,757,826TotalAmt
Program Services$41,474,849ProgramServicesAmt
Management And General$30,282,977ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$91,484,527TotalAmt
Program Services$87,338,286ProgramServicesAmt
Management And General$4,145,005ManagementAndGeneralAmt
Fundraising$1,236FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$837,313TotalAmt
Program Services$668,360ProgramServicesAmt
Management And General$149,812ManagementAndGeneralAmt
Fundraising$19,141FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$376,097TotalAmt
Program Services$347,890ProgramServicesAmt
Management And General$18,716ManagementAndGeneralAmt
Fundraising$9,491FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$19,310,336TotalAmt
Program Services$19,310,336ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$105,018,275TotalAmt
Program Services$95,236,915ProgramServicesAmt
Management And General$9,781,360ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,622,483TotalAmt
Program Services$2,814,622ProgramServicesAmt
Management And General$3,807,861ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$294,250,634$294,241,518$9,116
SUTTER CHARGEBACKS$226,467,823$159,382,782$443,953$66,641,088
CAPITATED SERVICES$80,594,192$80,594,192
PURCHASED SERVICES$48,148,532$42,236,857$780,491$5,131,184

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$12,146,640TotalAmt
Program Services$8,633,627ProgramServicesAmt
Management And General$3,383,561ManagementAndGeneralAmt
Fundraising$129,452FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,133,944,611TotalAmt
Program Services$2,881,061,580ProgramServicesAmt
Management And General$248,868,246ManagementAndGeneralAmt
Fundraising$4,014,785FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$261,278,600BOYAmt
EOY$237,873,617EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,363,162BOYAmt
EOY$6,061,076EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$178,825,467BOYAmt
EOY$203,479,458EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,148,594BOYAmt
EOY$3,473,787EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,100,826BOYAmt
EOY$1,596,311EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,219,982,829LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,123,701,817LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,126,747,347BOYAmt
EOY$1,096,281,012EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$80,768,837BOYAmt
EOY$71,370,253EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$20,699,553BOYAmt
EOY$21,286,663EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$17,250,884BOYAmt
EOY$17,250,884EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$161,415,130BOYAmt
EOY$218,498,173EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,865,598,400BOYAmt
EOY$1,877,171,234EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$326,645,202BOYAmt
EOY$324,913,166EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$116,843,353BOYAmt
EOY$115,423,542EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$247,244,537BOYAmt
EOY$281,846,790EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$690,733,092BOYAmt
EOY$722,183,498EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,073,557,036BOYAmt
EOY$1,055,191,630EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$101,308,272BOYAmt
EOY$99,796,106EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,174,865,308BOYAmt
EOY$1,154,987,736EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,865,598,400BOYAmt
EOY$1,877,171,234EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$102,769,882ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$14,328,820NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$108,318,634OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$976,510AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,087,894BeginningYearBalanceAmt
Contributions$146,848ContributionsAmt
Investment Earnings Or Losses$282,157InvestmentEarningsOrLossesAmt
Other Expenditures$378,773OtherExpendituresAmt
End Year Balance$20,138,126EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.24700BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.47700PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.27600TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$182,450,454OtherCostOrOtherBasisAmt
Book Value$182,450,454BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,149,302,976OtherCostOrOtherBasisAmt
Depreciation$505,518,193DepreciationAmt
Book Value$643,784,783BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$332,730,782OtherCostOrOtherBasisAmt
Depreciation$198,885,901DepreciationAmt
Book Value$133,844,881BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$482,749,157OtherCostOrOtherBasisAmt
Depreciation$414,673,341DepreciationAmt
Book Value$68,075,816BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$72,749,460OtherCostOrOtherBasisAmt
Depreciation$4,624,382DepreciationAmt
Book Value$68,125,078BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,096,281,012TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
INTERCOMPANY RECEIVABLES$5,580,449
NOTES RECEIVABLE$8,521,844
OTHER RECEIVABLES$7,986,230
OTHER ASSETS$196,409,650
FieldValueIRS element (for citing)
Total Book Value Other Assets$218,498,173TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
CAPITAL LEASES - CURRENT$823,231
CAPITAL LEASES - NONCURRENT$98,439,767
INSURANCE LIABILITIES$2,060,413
OTHER NON-CURRENT LIABILITIES$180,523,379
FieldValueIRS element (for citing)
Total Liability$281,846,790TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4DESCRIPTION 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 4INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: 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. ELY ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT THE SALARY AND BENEFITS OF THE RESEARCH INSTITUTE DIRECTOR. COMMUNITY HEALTH CARE ENDOWMENT - TEMP RESTRICTED EARNINGS TO HELP MEET THE NEEDS OF THE UNDERSERVED (MENTAL AND PHYSICAL) WITHIN THE SBMF SERVICE AREA. GEORGE DICK ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT STUDYING THE AGING PROCESS OF ELDERLY INDIVIDUALS. DOHRMANN FAMILY ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT RESEARCH. 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. KILBANE ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT CANCER RESEARCH AND CANCER PROGRAMS IN RADIATION ONCOLOGY AND MEDICAL ONCOLOGY. 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. 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. RESEARCH INSTITUTE ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT RESEARCH. PEDIATRIC ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT PEDIATRICS. RUSSELL ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT PROGRAMS AND SERVICES OF THE CLARK-DAVIS PEDIATRIC CENTER. SAIER ENDOWMENT - 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. STEVENS MEMORIAL ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT STUDYING THE AGING PROCESS OF ELDERLY INDIVIDUALS. 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. 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. PHYSICIAN ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT THE RECRUITMENT AND RETENTION OF PHYSICIANS. BRIAN T. PAASO SCHOLARSHIP ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT MEDICAL SCHOLARSHIPS. Shao Family Endowed Chair in Cardio Medicine - Earnings to support salary of Cardiovascular Medicine Chair. THE BETTY A. KEIL ENDOWMENT FUND - EARNINGS TO SUPPORT AND BE DISTRIBUTED 50/50 TO SBMF NURSENAVIGATION INSTITUTE AND CARDIOVASCULAR SERVICES FUNDS. MARCUS A KRUPP & DONNA GOODHEART Krupp Endowment Fund for Research - EARNINGS TO SUPPORT THE GENERAL NEEDS OF THE PALO ALTO MEDICAL FOUNDATION RESEARCH INSTITUTE. 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. 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 Physician Well-being Endowment - EARNINGS FROM THE CORPUS WILL SUPPORT INNOVATIVE SOLUTIONS FOR REDUCING PHYSICIAN BURNOUT AND IMPROVING PATIENT CARE. Palo Alto Foundation Medical Group Endowment - EARNINGS TO SUPPORT CAPITAL & PROGRAM NEEDS AT SBMF WITHIN POLICIES OF SBMFS BOARD AS RECOMMENDED BY PAFMG BOARD AND CEO. Dr. Babb Endowment For Excellence in Diagnostic Breast Care - FOR ADMIN TIME OF PHYSICIAN TO OVERSEE PAMF BREAST DIAGNOSTIC CTR, TECHS, RAD ASSISTANTS, STAFF, AND IMAGING EQUIP/SUPPLY. 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. PAMF B.D. Nageswara Rao Endowment - TO SUPPORT SUTTER BAY MEDICAL FOUNDATION WIDE CARDIOLOGY. The purposes of the Tewari Endowment Fund are 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. Palo Alto Internal Medicine Endowment - To support the general needs of the Palo Alto Internal Medicine department. Scherm/Tang Endowment Fund - For the general support of the Palo Alto Division Medical Technology and Equipment fund. R.E. Neustadter 100th Birthday Celeb Quasi Endowment - To support Mini Medical School limited to scholarships, speakerfees, curiculum, event costs & expand distribution channels.
SCHEDULE D, PART X, LINE 2THIS ORGANIZATION WAS PART OF A CONSOLIDATED FINANCIAL SYSTEM AUDIT. THE ASC 740 AUDIT FOOTNOTE DISCLOSURE FOR THE SUTTER SYSTEM IS AS FOLLOWS: SUTTER HEALTH AND MANY AFFILIATES HAVE BEEN DETERMINED TO BE EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD AND GENERALLY ARE NOT SUBJECT TO TAXES ON INCOME. CERTAIN ACTIVITIES OF SUTTER ARE SUBJECT TO INCOME TAXES; HOWEVER, SUCH ACTIVITIES ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. WITH RESPECT TO ITS TAXABLE ACTIVITIES, SUTTER RECORDS INCOME TAXES USING THE LIABILITY METHOD, UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX BASIS OF ASSETS AND LIABILITIES. DEFERRED TAX ASSETS OR LIABILITIES AT THE END OF EACH PERIOD ARE DETERMINED USING THE CURRENTLY ENACTED TAX RATE EXPECTED TO APPLY TO TAXABLE INCOME IN THE PERIODS THAT THE DEFERRED TAX ASSET OR LIABILITY IS EXPECTED TO BE REALIZED OR SETTLED. SUTTER RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS, ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE STATUTE OF LIMITATIONS FOR TAX YEARS 2019 THROUGH 2021 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, 2022 AND 2021.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
SANTA CRUZ CITY SCHOOLS
133 MISSION ST STE 100SANTA CRUZCA95060911793600501(C)(3)$210,000PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT
AFGHAN ELDERLY ASSOCIATION
3300 CAPITOL AVE BLDG BFREMONTCA94538943290111501(C)(3)$10,000PROGRAM SUPPORT
AYUDANDO LATINOS A SONAR
636 PURISSIMA STHALF MOON BAYCA94019462464722501(C)(3)$10,000PROGRAM SUPPORT
VOLUNTEER CENTER OF SANTA CRUZ
1740 17TH AVESANTA CRUZCA95062941702678501(C)(3)$10,000PROGRAM SUPPORT
GENERATIONS UNITED INC
PO BOX 5131REDWOOD CITYCA94063510666650501(C)(3)$9,000PROGRAM SUPPORT
CHILD ADVOCATES OF SILICON VALLEY
509 VALLEY WY BLDG 2MILPITASCA95035770250773501(C)(3)$7,500PROGRAM SUPPORT
BAY AREA WOMENS SPORTS INITIATIVE
1922 THE ALAMEDA STE 420SAN JOSECA95126550897084501(C)(3)$7,500PROGRAM SUPPORT
HEALTH CONNECTED
763 GREEN STEAST PALO ALTOCA94303943227947501(C)(3)$7,500PROGRAM SUPPORT
FOODWHAT INC
1156 HIGH STSANTA CRUZCA95064812590280501(C)(3)$7,500PROGRAM SUPPORT
BOYS AND GIRLS CLUBS OF THE PENINSULA
401 PIERCE RDMENLO PARKCA94025941552134501(C)(3)$7,500PROGRAM SUPPORT
SAFESPACE CENTER INC
1155 SAXON WYMENLO PARKCA94025813898296501(C)(3)$7,500PROGRAM SUPPORT
COSTANOA COMMONS
335 GOLF CLUB DRSANTA CRUZCA95060471590387501(C)(3)$7,500PROGRAM SUPPORT
NAMI SANTA CRUZ COUNTY
542 OCEAN ST STE FSANTA CRUZCA95060770002878501(C)(3)$7,500PROGRAM SUPPORT
TAARIKA FOUNDATION
1549 LEWISTON DRSUNNYVALECA94087822066874501(C)(3)$7,500PROGRAM SUPPORT
NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE
234 E GISH RD STE 200SAN JOSECA95112942420708501(C)(3)$7,500PROGRAM SUPPORT
NEW HOPE CHINESE CANCER CARE FDN
500E CALAVERAS BLVD 307MILPITASCA95035462490094501(C)(3)$7,500PROGRAM SUPPORT
PALCARE INC
945 CALIFORNIA DRBURLINGAMECA94010943048383501(C)(3)$7,500PROGRAM SUPPORT
COMMUNITY HEALTH AWARENESS COUNCIL
PO BOX 335MOUTAIN VIEWCA94042942223670501(C)(3)$7,500PROGRAM SUPPORT
ADOLESCENT COUNSELING SVCS
643 BAIR ISLAND RDREDWOOD CITYCA94063510192551501(C)(3)$7,500PROGRAM SUPPORT
MENTAL HLTH ASSOC FOR CHINESE COMMUNITIES
3160 CASTRO VLLYCASTRO VALLEYCA94546824322450501(C)(3)$7,500PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypePREMED SCHOLARSHIPSGrantTypeTxt
Recipient29RecipientCnt
Cash Grant$94,675CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationIn 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

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Sarah Krevans
CEO Emeritus, Sutter Health$0$1,980,063$0$2,749,625$0$395,119$0$242,765$0$32,838$0$5,400,410$0$362,776
Warner Thomas
PRESIDENT & CEO SH (PT-YR)$0$190,661$0$0$0$3,624$0$3,260,621$0$4,521$0$3,459,427$0$0
James Conforti
SH SVP, Interim CEO$0$1,501,356$0$988,152$0$429,753$0$193,665$0$33,327$0$3,146,253$0$235,967
Brian Dean
SH SVP, CFO$0$1,166,563$0$1,295,104$0$114,697$0$155,065$0$37,087$0$2,768,516$0$0
Theresa Frei
SH INTRM COO & PRES/CEO, SVMF$0$964,911$0$412,501$0$120,252$0$86,365$0$29,254$0$1,613,283$0$99,950
Elizabeth Vilardo-Morgan MD
CEO, SBMF$0$755,844$0$431,586$0$150,596$0$135,765$0$25,685$0$1,499,476$0$116,692
John Gates
CFO, SH BAY AREA (PT-YR)$0$360,260$0$210,771$0$484,874$0$62,165$0$17,032$0$1,135,102$0$81,499
Li-Min J Hu
COO, SBMF$0$671,551$0$230,205$0$86,237$0$73,065$0$33,380$0$1,094,438$0$69,898
David Quincy MD
Foundation Area CEO, South Bay$0$644,344$0$267,619$0$79,730$0$78,665$0$19,944$0$1,090,302$0$59,406
Robert Nordgren
Foundation Area CEO, North Bay$0$643,926$0$269,279$0$19,481$0$63,765$0$35,792$0$1,032,243$0$0
Lawrence deGhetaldi
SH VP, GOVT MEDICAL AFFAIRS$0$505,666$0$186,276$0$80,526$0$60,765$0$23,592$0$856,825$0$66,170
Raul A Gorospe
CFO, PAMF & SBMF Spprt SVCS EX$0$452,257$0$90,784$0$44,831$0$35,565$0$11,953$0$635,390$0$36,704
Marc Lamonica
CFO Fndtn - SEBMF & SPMF$0$387,565$0$82,965$0$42,508$0$46,365$0$19,806$0$579,209$0$35,656
Harly Neumann
VP, HR, SBMF & South Bay$0$378,429$0$80,813$0$40,072$0$30,765$0$28,818$0$558,897$0$32,465
Gregory Brown
SH VP,LEGAL & SBH SEC$0$317,185$0$102,429$0$41,250$0$45,965$0$28,603$0$535,432$0$34,841
Deborah A Espinoza
Physician Assistant$425,312$0$3,825$0$0$0$5,065$0$30,526$0$464,728$0$0$0
Jill Kacher Cobb MD
Chief Medical Executive$0$309,570$0$33,375$0$64,470$0$5,065$0$31,903$0$444,383$0$0
Erin Neal
Executive, Ops$337,553$0$44,549$0$3,564$0$5,065$0$33,973$0$424,704$0$0$0
Teresa R Sarlitto
Executive, Ops$322,251$0$38,356$0$11,368$0$5,065$0$27,442$0$404,482$0$0$0
Lorin E Ferguson
Physician Assistant$354,937$0$8,550$0$0$0$5,065$0$17,734$0$386,286$0$0$0
Maryam Delucia
Physician Assistant$349,788$0$0$0$0$0$5,065$0$15,522$0$370,375$0$0$0
Penny Westfall
SH VP, Chief Legal Officer, SH$0$0$0$0$0$198,372$0$0$0$487$0$198,859$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3SUPPLEMENTAL COMPENSATION INFORMATION: THE CEO OF THIS ORGANIZATION IS AN EMPLOYEE OF SUTTER HEALTH, A RELATED TAX-EXEMPT ORGANIZATION. THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARM'S 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 $92,308 JOHN GATES RECEIVED SEVERANCE PAYMENTS OF $349,305 PENNY WESTFALL RECEIVED SEVERANCE PAYMENTS OF $20,006
SCHEDULE J, PART I, LINE 4BNONQUALIFIED RETIREMENT PLAN: CERTAIN INDIVIDUALS PAID BY SUTTER HEALTH PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE PURPOSE OF THE NONQUALIFIED RETIREMENT PLAN IS TO PROVIDE SUTTER HEALTH EXECUTIVES WITH A COMPETITIVE RETIREMENT BENEFIT CONSISTENT WITH SUTTER HEALTH'S OVERALL COMPENSATION PHILOSOPHY FOR ALL EMPLOYEES. CONTRIBUTIONS ARE DESIGNED TAKING INTO CONSIDERATION LOST RETIREMENT BENEFITS THAT WOULD OTHERWISE BE OBTAINED THROUGH THE QUALIFIED PENSION PLAN. SUTTER'S PLANS ARE DESIGNED CONSISTENT WITH COMPETITIVE INDUSTRY PRACTICES. THE RETIREMENT PLAN FOR SUTTER HEALTH EMPLOYEES IS A COMBINATION OF 403(B) EMPLOYER MATCH CONTRIBUTIONS AND QUALIFIED PENSION PLAN BENEFITS. SUTTER HEALTH EXECUTIVES ARE GENERALLY INELIGIBLE FOR EMPLOYER MATCH CONTRIBUTIONS. TO ENSURE A COMPETITIVE RETIREMENT BENEFIT, 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 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 457(F)) FALLS BELOW 50% - 65% OF FINAL 4-YEAR AVERAGE BASE SALARY WHEN RETIRING AT AGE 65 WITH 22.5 YEARS OF SERVICE. TARGET BENEFIT LEVELS ARE DISCOUNTED FOR YEARS OF SERVICE LESS THAN 22.5 AT AGE 65. UNLIKE SUTTER HEALTH'S QUALIFIED PENSION PLAN WHERE EMPLOYEE BENEFITS ARE GUARANTEED (I.E., A DEFINED BENEFIT), SUTTER'S NON-QUALIFIED PLAN BENEFITS ARE NOT GUARANTEED BY SUTTER HEALTH. INVESTMENT RISK IS BORNE BY PARTICIPANTS AND BENEFITS ARE NOT PROTECTED SHOULD SUTTER HEALTH BECOME INSOLVENT.
SCHEDULE J, PART I, LINE 7NON-FIXED PAYMENTS: SPOT AWARDS ARE INFREQUENTLY USED TO REWARD EMPLOYEES. THERE ARE NO SPECIFIC GUIDELINES FOR THE AMOUNT OF THE SPOT AWARD BUT THE AMOUNT TENDS 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 LONG TERM PERFORMANCE PLANS WHICH ARE 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 PRIOR TO PAYMENT BY THE COMPENSATION COMMITTEE PRIOR TO PAYMENT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CHFFA 2016B
A52164382813032UDW52016-08-17$901,627,093REFUND 2005BC, 2003AB, 2007AYes (true)falsefalse
CHFFA 2017A
B52164382813032UNY02017-07-06$496,319,743REFUND 2004CD, 2008A(PRTL), 2008BCYes (true)falsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$902,923,938$0$0$0$0$0$0$0$902,923,938$0falseYes (true)Yes (true)Yes (true)
B$0$0$496,319,743$0$0$0$0$0$0$0$496,319,743$0falseYes (true)Yes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndEngage Bond Counsel ResearchEngageBondCounselResearchIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.008800.000100.00890falsefalsefalseYes (true)
BfalseYes (true)Yes (true)Yes (true)Yes (true)Yes (true)0.004800.000100.00490falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalsefalseYes (true)Yes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K REPORTINGThe 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 ETHE 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 7Issuance costs were funded through equity contributions.
SCHEDULE K, PART IV, LINE 2CDATE THE REBATE COMPUTATION PERFORMED CHFFA 2016B - 9/9/2021 CHFFA 2017A - 7/22/2019

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$2,109,074NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV OF STOCKMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescPIANODesc
Contribution0ContributionCnt
Noncash Contributions Rpt F990$16,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN (B)COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.
SCHEDULE M, PART I, LINE 32aWHEN SECURITIES ARE DONATED, A 3RD PARTY IS USED TO SELL THEM AT FAIR MARKET VALUE ON BEHALF OF THE ORGANIZATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III, LINE 1MISSION STATEMENT: WE ENHANCE THE WELL-BEING OF PEOPLE IN THE COMMUNITIES WE SERVE THROUGH A NOT-FOR-PROFIT COMMITMENT TO COMPASSION AND EXCELLENCE IN HEALTHCARE SERVICES.
FORM 990, PART III, LINE 4APROGRAM 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 2022, SBMF's 1,648 affiliated physicians and 6,647 employees served 1,205,993 patients through 8,502,948 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 2021 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 2021 measurement year performance. . PAMF awarded Elite status for the 2022 APG (America's Physician Groups) Standards of Excellence Survey for our systems of care to deliver high value high quality coordinated care. . 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 2021 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 5-star rating for its overall 2020 care of Medicare Advantage (MA) patients, as publicly reported on the Integrated Healthcare Association's (IHA) website program. . Palo Alto Foundation Medical Group received Most Improved Recognition for its overall 2020 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 4 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 2022 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 2021 Sutter Best Practice Target on Quality with 70% 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 2022, PAMFRI participated in 45 clinical trials and enrolled over 273 patients. We received 62 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 16 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 Education Division SBMF's Education Division provides health education through health promotion classes, health resource centers, community lectures, support groups and community outreach. Our programs focus on wellness, 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.
FORM 990, PART III, LINE 4A (CONTINUED)SBMF is committed to being an active member of the communities it serves, supports various community programs and services such as projects and educational activities with local school districts, and partnerships with community organizations. SBMF's physicians and staff members also donate hundreds of hours to community service. Notable achievements from the past year include: . Services and programs previously offered in-person continued to be offered to patients and community members virtually in 2022. We have continued to add new virtual offerings, especially in the areas of Mindfulness and Stress Reduction. These classes are extremely popular with our patients and community members. Equally popular are the no-cost virtual fitness classes that we offer in partnership with Agile Physical therapy. We reached more than 8,900 patrons with our no-cost group education services and over 4800 patrons with our fee-based group education services in 2022. . The Health Education Resource Centers (HERCs) offer many services on an individual level to both patients, staff and community members. We provided more than 5,500 touchpoints to patrons across SBMF in 2022 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 and onboarded two full-time patient educators. We strive to ensure all patrons can access our services whether in-person or virtually. . In 2022, our school-based youth nutrition program (5-2-1-0) began in-person services. The program temporarily suspended in-person services from 2020-21 due to COVID-19. . In 2022, the Medical Librarians answered and filled 1,994 requests for Sutter Bay and Valley clinicians. Thirty-five percent (35%) were for urgent patient care or rush requests, and24% of those requests were for education purposes. We also expanded our patron base to include Alta Bates Summit Medical Center and Roseville medical residents. Community Benefit In 2022, SBMF provided over $75.4 million in services for the poor and underserved and nearly $10.1 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 2022, 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 . Free high school sports physicals in Santa Cruz County . 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 identifies students with social-emotional health needs and connects them with a continuum of care 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 5,100 individual donors contributed more than $20 million to fund cutting-edge research and implement programs that fall outside of our annual operations budget. In 2022, philanthropy invested more than $13.4 million to PAMF affiliates to advance patient care. This represents a 34% increase in funds invested over 2021. An additional $35 million has been earmarked for future projects in 2023 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 $13.4 million invested, $4.6 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 $8.8 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 2022 the program funded 10 proposals from across the organization, totaling $1.5 million. For the last seven years, nearly $8 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 2022 included: . Pediatric Cardiology expansion- PAMF opens its 8th pediatric cardiology specialty site in the greater Silicon Valley giving the tiniest patients access to world class cardiac care and the latest diagnostic technologies. . Metabolic Wellness Program-wearable glucose tracking devices provide real time feedback on the impact of food, stress, exercise and sleep on metabolic health. This novel lifestyle intervention is helpful for pre-diabetic and otherwise "healthy" patients to help prevent or even reverse heart disease, while improving how patients feel physically and emotionally. . Strabismus research-4% of children nationwide are diagnosed with strabismus. If caught early, the brain can be trained to rewire itself to see through both eyes-sight is rewired through patching or surgery. PAMF ophthalmology research shows that adherence to patching regimens works, and so does early objective vision screening in primary care to catch problems early to refer for treatment. . Sensory vaccine clinics-trauma and negative experiences can be a barrier for children to receive important vaccines like flu, COVID or other life-saving shots. Sensory vaccine clinics make shots less traumatic for children by purposefully creating environments, removing stimuli that can trigger children receiving vaccinations. The result is happier children and parents while receiving these critical treatments. . Cancer Telegenetics study aids in the early identification and management of hereditary cancer risks and evaluates the best way to livestream genetic counseling information from care providers for wider accessibility. Demand has skyrocketed 75% in the first 5 years of the Cancer Genetics and Prevention Program at PAMF from 2014 - 2019, and philanthropic gifts help accommodate this demand.
FORM 990, PART VI, LINE 2DAVID QUINCY, KEY EMPLOYEE, AND JANE VARNER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, LINES 6 & 7ACLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS: THIS CORPORATION IS AN AFFILIATE OF SUTTER HEALTH, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. SUTTER HEALTH IS THE SOLE MEMBER WITH THE RIGHT TO ELECT AT LEAST A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, LINE 7BCLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS: SUTTER HEALTH AS THE SOLE MEMBER OF THE ORGANIZATION IS ENTITLED TO EXERCISE FULLY ALL RIGHTS AND PRIVILEGES OF MEMBERS OF NONPROFIT CORPORATIONS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, AND ALL OTHER APPLICABLE LAWS. THE MEMBER HAS THE RIGHTS AND POWERS TO APPOINT (AND REMOVE) MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS, SUBJECT TO THE PROVISIONS OF THE BYLAWS. IN ADDITION, THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS OF THE CORPORATION'S BOARD OF DIRECTORS: (A) MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION OF THE CORPORATION OR ANY AFFILIATED ENTITY; (B) AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION OR ANY AFFILIATED ENTITY; (C) ADOPTION OF OPERATING BUDGETS OF THE CORPORATION OR ANY AFFILIATED ENTITY, INCLUDING CONSOLIDATED OR COMBINED BUDGETS OF THE CORPORATION AND ALL SUBSIDIARY ORGANIZATIONS OF THE CORPORATION; (D) ADOPTION OF CAPITAL BUDGETS OF THE CORPORATION OR ANY AFFILIATED ENTITY; (E) AGGREGATE OPERATING OR CAPITAL EXPENDITURES THAT EITHER EXCEED PREVIOUSLY APPROVED OPERATING OR CAPITAL BUDGETS, OR ARE UNBUDGETED, IF THE AMOUNT IN EXCESS OR THE UNBUDGETED EXPENDITURE IS HIGHER THAN THE SIGNATURE AUTHORITY OF THE PRESIDENT AND CEO OF THE GENERAL MEMBER; (F) LONG-TERM OR MATERIAL AGREEMENTS OF THE CORPORATION OR ANY AFFILIATED ENTITY INCLUDING, BUT NOT LIMITED TO, BORROWINGS, EQUITY FINANCINGS, CAPITALIZED LEASES AND INSTALLMENT CONTRACTS; AND PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE, OR ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A FAIR MARKET VALUE IN EXCESS OF THE SIGNATURE AUTHORITY OF THE PRESIDENT AND CEO OF THE GENERAL MEMBER; (G) APPOINTMENT OF AN INDEPENDENT AUDITOR BY THE CORPORATION OR ANY AFFILIATED ENTITY; (H) THE HIRING OF INDEPENDENT COUNSEL BY THE CORPORATION OR ANY AFFILIATED ENTITY, UNLESS AT LEAST TWO-THIRDS (2/3) OF THE BOARD IN OFFICE ON THE DAY OF A VOTE DETERMINE THAT A MATERIAL CONFLICT OF INTEREST EXISTS BETWEEN THE CORPORATION AND THE GENERAL MEMBER AND, THEREFORE, THE BOARD MUST ENGAGE INDEPENDENT COUNSEL TO ASSIST IN EXERCISING THE BOARD'S FIDUCIARY DUTIES. TO PRESERVE THE INDEPENDENCE OF COUNSEL RETAINED PURSUANT TO THIS PROVISION, THE GENERAL MEMBER SHALL NOT CLAIM THAT ANY COMMUNICATION BETWEEN SUCH INDEPENDENT COUNSEL AND ANY PERSON ACTING ON BEHALF OF THE CORPORATION, EVEN IF THAT PERSON IS ALSO 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.
FORM 990, PART VI, LINE 11BPROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW FORM 990: SUTTER HEALTH HAS A CENTRALIZED TAX DEPARTMENT RESPONSIBLE FOR THE PREPARATION OF THE FORM 990. ANNUALLY THE TAX DEPARTMENT PROVIDES TRAINING AND EDUCATION TO AFFILIATE PERSONNEL WHO ASSIST THE TAX DEPARTMENT IN COLLECTING AND REVIEWING DATA TO BE REPORTED ON THE FORM 990. THE PREPARATION MATERIAL IS REVIEWED BY VARIOUS DEPARTMENTS INCLUDING TAX, FINANCE, LEGAL, AND HUMAN RESOURCES. A NATIONAL ACCOUNTING FIRM PREPARES AND/OR REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT, THE AFFILIATE, AND THE CFO BEFORE THE RETURN IS FILED.
FORM 990, PART VI, LINE 12PROCESS 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 & 15BPROCESS FOR DETERMINING TOP MANAGEMENT OFFICIAL 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 2022 EXECUTIVE COMPENSATION APPROVAL WAS COMPLETED IN FEBRUARY 2022.
FORM 990, PART VI, LINE 19AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY & FINANCIAL STATEMENTS: THE SUTTER HEALTH SYSTEM POSTS ITS CURRENT AND PAST AUDITED FINANCIAL STATEMENTS AT SUTTERHEALTH.ORG. OTHER DOCUMENTS ARE ALSO LOCATED AT THIS WEBSITE INCLUDING THE ANNUAL REPORT, MISSION STATEMENT, HISTORY, AND LINKS TO AFFILIATE WEBSITES. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
FORM 990, PART VII, SECTION ACOMPENSATION OF BOARD MEMBERS: THE FOLLOWING BOARD MEMBERS OF THE ORGANIZATION ARE FULL-TIME EMPLOYEES (40 HOURS PER WEEK) OF SUTTER HEALTH 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. - JAMES CONFORTI - SARAH KREVANS - THERESA FREI - THOMAS WARNER - JILL KACHER COBB 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 9EQUITY TRANSFERS (NET) $ (117,111,864) K-1 ACTIVITY $ (4,033,119) PARTNERSHIP INCOME ON BOOKS $ 12,884,835 ANNUITY TRUE-UP $ 238,178 CHANGE IN SPLIT INTEREST $ (296,664) ------------------ TOTAL $ (108,318,634)
FORM 990 PART IX LINE 11GDESCRIPTION:MEDICAL GRP COMPENSATION TOTAL FEES:1209888163
FORM 990 PART IX LINE 11GDESCRIPTION:PROF. FEES - PHYSICIAN TOTAL FEES:6911811
FORM 990 PART IX LINE 11GDESCRIPTION:THERAPISTS/OTHER MEDICAL TOTAL FEES:15897055
FORM 990 PART IX LINE 11GDESCRIPTION:NON-PHYSICIAN MEDICAL TOTAL FEES:7781
FORM 990 PART IX LINE 11GDESCRIPTION:NURSE REGISTRY FEES TOTAL FEES:6446489

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
California Pacific Medical Center Founda
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833942728423FundraisingCA501(c)(3)7Sutter BHYes (true)
East Bay Perinatal Center
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833510172285HealthcareCA501(c)(3)3Sutter EBHYes (true)
Memorial Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833942290244FundraisingCA501(c)(3)12A-ISutter VHYes (true)
Mills-Peninsula Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833237288765FundraisingCA501(c)(3)7Sutter BHYes (true)
Sutter Auburn Faith Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833942594966FundraisingCA501(c)(3)7Sutter VHYes (true)
Sutter Bay Hospitals
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833940562680HospitalCA501(c)(3)3Sutter HlthYes (true)
Sutter Coast Hospital
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833942988520HospitalCA501(c)(3)3Sutter HlthYes (true)
Sutter Davis Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DRIVESACRAMENTOCA95833680217870FundraisingCA501(c)(3)7Sutter VHYes (true)
Sutter Health
2200 RIVER PLAZA DRIVESACRAMENTOCA95833942788907Supporting OrCA501(c)(3)12C III-FINAfalse
Sutter Health Pacific
91-2301 FT WEAVER RDEWA BEACHHI96706990298651HospitalCA501(c)(3)3Sutter HlthYes (true)
Sutter Health Plan
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833461183948Health PlanCA501(c)(4)N/ASutter HlthYes (true)
Sutter Insurance Services Corporation
746 FORT STREET SUITE 1100HONOLULUHI96813990289310Insurance SerHI501(c)(3)12C III-FISutter HlthYes (true)
Sutter Medical Center Foundation
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833942788906FundraisingCA501(c)(3)7Sutter VHYes (true)
Sutter Roseville Medical Center Foundati
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833680040113FundraisingCA501(c)(3)7Sutter VHYes (true)
Sutter Valley Hospitals
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833941156621HospitalCA501(c)(3)3Sutter HlthYes (true)
Sutter Valley Medical Foundation
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833680273974HealthcareCA501(c)(3)3Sutter HlthYes (true)
Sutter Visiting Nurse Association and Ho
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833946068843HealthcareCA501(c)(3)10Sutter HlthYes (true)
Tracy Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833680318845FundraisingCA501(c)(3)12A - ISutter VHYes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (30 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
SURG CTR OF ABSMC
3875 TELEGRAPHOAKLANDCA94609470946086PATIENT CARECASUTTER BAY HOSP
CA PACIFIC ADV IMAG
PO BOX 6102NOVATOCA94598562311840PATIENT CAREDESUTTER BAY HOSP
SF ENDOSCOPY CENTER
2200 RIVER PLAZA DRIVESACRAMENTOCA95833912160588PATIENT CARECASUTTER BAY HOSP
SUT FAIRFIELD SURG
2200 RIVER PLAZA DRIVESACRAMENTOCA95833300233892PATIENT CARECASUTTER VMF
SUT AMADOR SURG CTR
2200 RIVER PLAZA DRIVESACRAMENTOCA95833461398093PATIENT CARECANA
ROSEVILLE ENDOSCOPY
2200 RIVER PLAZA DRIVESACRAMENTOCA95833870710513PATIENT CARECANA
STANISLAUS SRG HOSP
1421 OAKDALE ROADMODESTOCA95355911754157PATIENT CARECANA
MEMORIAL MED BLDG 1
1800 COFFEE RD 76MODESTOCA95355770234236OFFICE RENTALCASUTTER VH
MAGNETIC IMAGING AF
2125 OAK GROVE ROADWALNUT CREEKCA94598473696091PATIENT CARECASUTTER BAY HOSP
ASC OPTRS - SNTA ROSA
2200 RIVER PLAZA DRIVESACRAMENTOCA95833263386169CARE MANAGEMENTCASUTTER BMF
ASC OPTRS - SLO LLC
2200 RIVER PLAZA DRIVESACRAMENTOCA95833272673776CARE MANAGEMENTCASUTTER HEALTH
ICG CREDIT OPP FUND LP
11111 SANTA MONICA BLVD SUITE 2100LOS ANGELESCA90025814220441INVESTMENTSDESUTTER HEALTH
CARLSBAD SURG CTR
6121 PASEO DEL NORTE STE 100CARLSBADCA92011201413484PATIENT CARECASOS
COAST CTR FOR ORTHO
3444 KEARNY VILLA ROADSAN DIEGOCA92123330839637PATIENT CARECASOS
OTAY LAKES SURG CTR
955 LANE AVE SUITE 100CHULA VISTACA91914200794766PATIENT CARECASOS
MADISON INTL GLOBAL
410 PARK AVENUENEW YORKNY10022981310251INVESTMENTSNYSUTTER HEALTH
DIVISADERO HOLDINGS LLC
1635 DIVISADEROSAN FRANCISCOCA94115320621050Outpatient suCASUTTER BAY HOSP
PENINSULA ENDOSCOPY
1720 El Camino Real Suite 100BurlingameCA94010271905059HEALTHCARECASUTTER BAY HOSPRELATED$1,289,821$602,990false$0false0.25000
South Placer Surgery Center
8 Medical Plaza Drive Suite 100RosevilleCA95661421540694Patient CareCASUTTER HEALTH
Sacramento Surgery Center Associates LP
1800 Tribute Road Suite 100SACRAMENTOCA95815680516588Patient CareCASUTTER HEALTH
Fort Sutter Surgery Center
2801 K STREETSACRAMENTOCA95816680116391Patient CareCASUTTER HEALTH
Sutter Alhambra Surgery Center
1201 Alhambra Blvd Suite 110SACRAMENTOCA95816631221949Patient CareCASUTTER HEALTH
Auburn Surgical Center
148 Maple Street Suite FAuburnCA95603364123623Patient CareCASUTTER HEALTH
ASC Operators LLC
2200 RIVER PLAZA DRIVESACRAMENTOCA95833208970704Care ManagementCASUTTER HEALTH
D E SHAW ALL COUNTRY GLOBAL ALPHA PLUS
1166 AVENUE OF THE AMERICAS - 9TH FNEW YORKNY10036882890454InvestmentDESHRP
ICG CREDIT OPPORTUNITIES FUND 1A LP
11111 SANTA MONICA BLVD SUITE 2100LOS ANGELESCA90025825045573InvestmentDESHRP
ICG CREDIT OPPORTUNITIES FUND 2A LP
11111 SANTA MONICA BLVD SUITE 2100LOS ANGELESCA90025852303976InvestmentDESHRP
MAKENA REAL ESTATE II LP
2755 Sand Hill Road Suite 200Menlo ParkCA94025981298071InvestmentSHRPCJ
D E SHAW ALL COUNTRY GLOBAL ALPHA LL
1166 AVENUE OF THE AMERICAS - 9TH FNEW YORKNY10036832024364InvestmentDESUTTER HEALTH
ICG SPECIAL OPPORTUNITIES FUND I LP
11111 SANTA MONICA BLVD SUITE 2100LOS ANGELESCA90025863196460InvestmentDESUTTER HEALTH

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdDirect Controlling NADirectControllingNACd
SUTTER HEALTH DEFERRED COMP PLANS' TRUST
2200 RIVER PLAZA DRIVESACRAMENTOCA95833276851989RABBI TRUSTCANATRUSTYes (true)
NORTHWOOD EUROPE TE FEEDER LP
1819 WAZEE ST 2ND FLOORDENVERCO80202981272216HOLDING COMPANYNAC CORPYes (true)CJ
CHARITABLE REMAINDER TRUSTS (7)
C/O SH TAX 2200 RIVER PLAZA DRSACRAMENTOCA95833CHARITABLE TRUSTCANATRUSTYes (true)
Lyxsop Segregated Portfolio 1
INVESTMENTNAC corpYes (true)CJPO box 10008Willow House Cricket Squaregrand caymanCJKY1-10001
Lyxsop Segregated Portfolio 2
INVESTMENTNAc corpYes (true)CJPO box 10008Willow House Cricket Squaregrand caymanCJKY1-10001
AQR REAL RETURN OFFSHORE FUND LP
980700570INVESTMENTNAc corpYes (true)CJ89 NEXUS WAYCAMANA BAYGRAND CAYMANCJKY1-9009
BRIGADE LEVERAGED CAPITAL STRUCTURE OFFS
981020330InvestmentC CorpYes (true)CJONE NEXUS WAY CAMANA BAYGRAND CAYMANCJKY1-9005N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (14 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Sutter Health Plan
S$61,210,444FMV
Sutter Bay Hospitals
R$46,951,694FMV
Sutter Bay Hospitals
K$10,418,689FMV
Sutter Insurance Services Corporation
P$8,424,800FMV
Sutter Valley Medical Foundation
R$1,264,345FMV
California Pacific Medical Center Foundation
C$1,026,059FMV
Sutter Bay Hospitals
J$900,077FMV
Sutter Bay Hospitals
C$612,513FMV
California Pacific Medical Center Foundation
K$472,706FMV
California Pacific Medical Center Foundation
Q$387,536FMV
Sutter Bay Hospitals
P$338,144FMV
Sutter Bay Hospitals
B$209,260FMV
Sutter Visiting Nurse Association and Hospice
J$80,969FMV
East Bay Perinatal Center
Q$53,688FMV

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