SUTTER BAY MEDICAL FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SUTTER BAY MEDICAL FOUNDATION (EIN 94-1156581)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-14
IRS object ID: 202143189349301574
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-14T22:14:44-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	560 MISSION ST STE 1600	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94105	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	941156581	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN GATES	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	9162866665	PhoneNum
Signature	2021-11-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOHN	PersonFirstNm
Person Last	GATES	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	EVA NITTA	PreparerPersonNm
PTIN	P01286320	PTIN
Phone	4158948000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ELIZABETH VILARDO-MORGAN MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O SH TAX 2200 RIVER PLAZA DR	AddressLine1Txt
City	MOUNTAIN VIEW	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94040	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,838,376,994	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SUTTERHEALTH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1948	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	SEE SCHEDULE O	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	9482	TotalEmployeeCnt
Total Volunteers	129	TotalVolunteersCnt
Total Gross UBI	$59,968	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$47,364	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$25,792,303	PYContributionsGrantsAmt
CY Contributions Grants	$298,051,202	CYContributionsGrantsAmt
PY Program Service Revenue	$2,903,274,727	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,534,969,026	CYProgramServiceRevenueAmt
PY Investment Income	$4,930,957	PYInvestmentIncomeAmt
CY Investment Income	$4,411,770	CYInvestmentIncomeAmt
PY Other Revenue	$562,760	PYOtherRevenueAmt
CY Other Revenue	$520,416	CYOtherRevenueAmt
PY Total Revenue	$2,934,560,747	PYTotalRevenueAmt
CY Total Revenue	$2,837,952,414	CYTotalRevenueAmt
PY Grants And Similar Paid	$2,481,349	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,849,623	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$852,172,071	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$920,341,391	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$5,057,642	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,037,752,930	PYOtherExpensesAmt
CY Other Expenses	$1,966,398,231	CYOtherExpensesAmt
PY Total Expenses	$2,892,406,350	PYTotalExpensesAmt
CY Total Expenses	$2,890,589,245	CYTotalExpensesAmt
PY Revenues Less Expenses	$42,154,397	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$52,636,831	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,912,358,726	TotalAssetsBOYAmt
Total Assets EOY	$2,416,443,020	TotalAssetsEOYAmt
Total Liabilities BOY	$1,168,487,706	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$765,219,399	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$743,871,020	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,651,223,621	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$2,614,283,776	ExpenseAmt
Grant	$3,849,623	GrantAmt
Revenue	$2,534,969,026	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$2,614,283,776	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (true)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	1661	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	9482	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	19	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JONATHAN ZACHRESON	PersonNm
Phone	9162866665	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9100 FOOTHILLS BLVD	AddressLine1Txt
City	ROSEVILLE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95747	ZIPCd

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

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Sarah Krevans
President & CEO Sutter Health	2.0	40.0	Yes (X)	$0	$3,159,516	$403,159
Jeff Gerard
SH SVP / STRATEGIC SVCS & CSO	0.0	40.0		$0	$2,767,505	$152,207	Yes (X)
James Conforti
SH SVP / COO, Asst Sec SBMF	4.0	40.0	Yes (X)	$0	$1,967,179	$495,099		Yes (X)
Elizabeth Vilardo-Morgan MD
CEO, SBMF	2.0	40.0		$0	$1,271,828	$135,762		Yes (X)
John Gates
CFO, SH Bay Area	2.0	40.0		$0	$1,085,421	$96,561		Yes (X)
Kelvin Lam MD
CMO, SH Bay Area	0.0	40.0		$0	$1,011,143	$87,177			Yes (X)
David Quincy MD
Foundation Area CEO, South Bay	0.0	40.0		$0	$966,252	$89,979			Yes (X)
Li-Min J Hu MD
Foundation Area CEO, East Bay	0.0	40.0		$0	$896,587	$101,648			Yes (X)
Penny Westfall
CHIEF LEGAL OFF BAY&VAL, SECR	2.0	40.0		$0	$820,028	$74,390		Yes (X)
Lawrence deGhetaldi
FNDTN AREA CEO, SANTA CRUZ	0.0	40.0		$0	$779,895	$96,313			Yes (X)
Raul A Gorospe
CFO, PAMF & SBMF Support Svcs	0.0	40.0		$0	$642,730	$54,350	Yes (X)
Robert Nordgren
FNDTN AREA CEO, PENINSULA+SF	0.0	40.0		$0	$651,013	$39,844			Yes (X)
Harly Neumann PHD
VP HR, SBMF	0.0	40.0		$0	$606,175	$68,787			Yes (X)
Marc Lamonica
CFO Fndtn - SEBMF & SPMF	0.0	40.0		$0	$568,753	$68,244	Yes (X)
Steven Mitnick
Administrator, Foundation	40.0	0.0		$539,902	$0	$37,206				Yes (X)
Marjorie E Mangers
Ops Exec, SBMF	40.0	0.0		$498,259	$0	$34,544				Yes (X)
Audrey L Fisher
Foundation Executive, Service	40.0	0.0		$427,444	$0	$41,491				Yes (X)
Genevieve R Buchanan
Foundation Executive, Service	40.0	0.0		$405,975	$0	$44,899				Yes (X)
Dominick L Frosch
Exec Dir, Research-SBMF	40.0	0.0		$396,718	$0	$28,303				Yes (X)
Anthony Wagner
Director, SH Board	2.0	13.0	Yes (X)	$0	$11,458	$0
Diana Bell
Director	2.0	2.0	Yes (X)	$0	$0	$0
David Black MD
Director/Chair	4.0	4.0	Yes (X)	$0	$0	$0		Yes (X)
Christopher Burak MD
Director	2.0	2.0	Yes (X)	$0	$0	$0
Theodore Deikel
Director	2.0	2.0	Yes (X)	$0	$0	$0
Emil Roy Eisenhardt
Director	2.0	2.0	Yes (X)	$0	$0	$0
Eric Flowers
Director	2.0	2.0	Yes (X)	$0	$0	$0
Katherine Hsiao MD
Director	2.0	2.0	Yes (X)	$0	$0	$0
Jill Kacher Cobb MD
Director	2.0	2.0	Yes (X)	$0	$0	$0
Richard Levy PhD
Chair Finance & Planning	4.0	4.0	Yes (X)	$0	$0	$0		Yes (X)
Dennis O'Connell
Director	2.0	3.0	Yes (X)	$0	$0	$0
Steven Oliver
Director	2.0	2.0	Yes (X)	$0	$0	$0
Umesh Padval
Director	2.0	2.0	Yes (X)	$0	$0	$0
John Ryan
Director	2.0	2.0	Yes (X)	$0	$0	$0
Ron Sinha MD
Director	2.0	2.0	Yes (X)	$0	$0	$0
Margaret Taylor
Director	2.0	4.0	Yes (X)	$0	$0	$0
Jane Varner MD
Director	2.0	2.0	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,268,298	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$17,205,483	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,149,963	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2056	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
AGILE PHYSICAL THERAPY INC
3825 EL CAMINO REAL	PALO ALTO	CA	943063324	PHYS THERAPY SVCS	$10,216,397
BRILLIANT GENERAL MAINTENANCE
954 CHESTNUT STREET	SAN JOSE	CA	951101504	MAINTENANCE SERVICES	$6,779,086
RUDOLPH AND SLETTEN INC
2 CIRCLE STAR WY 4TH FL	SAN CARLOS	CA	940706200	General Contractor	$6,035,541
UNIVERSAL PROTECTION SVC LP
161 WASHINGTON ST STE 600	CONSHOHOCKEN	PA	194282083	SECURITY SERVICES	$4,472,099
AUGMEDIX INC
1161 MISSION ST STE B100	SAN FRANCISCO	CA	94103	DOCUMENT SVCS	$4,372,514

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	127	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$69,059	FederatedCampaignsAmt
Related Organizations	$2,272,089	RelatedOrganizationsAmt
Government Grants	$283,473,098	GovernmentGrantsAmt
All Other Contributions	$12,236,956	AllOtherContributionsAmt
Noncash Contributions	$4,261,069	NoncashContributionsAmt
Total Contributions	$298,051,202	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICE REVENUE	621110	$2,526,137,463	$2,526,137,463
HEALTHCARE RELATED JV INCOME	621990	$7,822,875	$7,822,875
RENTAL TO AFFILIATES	532420	$1,008,688	$1,008,688

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,534,969,026	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,613,404	TotalRevenueColumnAmt
Unrelated Business Revenue	$31,178	UnrelatedBusinessRevenueAmt
Exclusion	$2,582,226	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$903,017	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$411,391	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$491,626	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$491,626	TotalRevenueColumnAmt
Exclusion	$491,626	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,776,555	SecuritiesAmt
Other	$35,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$13,189	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,776,555	SecuritiesAmt
Other	$21,811	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,798,366	TotalRevenueColumnAmt
Exclusion	$1,798,366	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

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

Net Income From Gaming NetIncomeFromGamingGrp

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

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	UBI - HEALTH MANAGEMENT RESOURCES	Desc
Business	454110	BusinessCd
Total Revenue Column	$28,790	TotalRevenueColumnAmt
Unrelated Business Revenue	$28,790	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$28,790	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,837,952,414	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,534,969,026	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$59,968	UnrelatedBusinessRevenueAmt
Exclusion	$4,872,218	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$3,712,212	TotalAmt
Program Services	$3,712,212	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$137,411	TotalAmt
Program Services	$137,411	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

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

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$563,535,474	TotalAmt
Program Services	$511,151,950	ProgramServicesAmt
Management And General	$50,148,633	ManagementAndGeneralAmt
Fundraising	$2,234,891	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$43,641,839	TotalAmt
Program Services	$39,705,418	ProgramServicesAmt
Management And General	$3,895,461	ManagementAndGeneralAmt
Fundraising	$40,960	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$264,088,200	TotalAmt
Program Services	$239,503,315	ProgramServicesAmt
Management And General	$23,497,443	ManagementAndGeneralAmt
Fundraising	$1,087,442	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$49,075,878	TotalAmt
Program Services	$44,511,512	ProgramServicesAmt
Management And General	$4,366,982	ManagementAndGeneralAmt
Fundraising	$197,384	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$3,827,433	TotalAmt
Program Services	$1,339,541	ProgramServicesAmt
Management And General	$2,487,892	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$387,649	TotalAmt
Program Services	$387,649	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$249,160	TotalAmt
Management And General	$249,160	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$157,406	TotalAmt
Management And General	$157,406	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,047,245,231	TotalAmt
Program Services	$1,002,593,733	ProgramServicesAmt
Management And General	$44,651,498	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$123,185	TotalAmt
Management And General	$123,185	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,496,411	TotalAmt
Program Services	$2,049,825	ProgramServicesAmt
Management And General	$16,343,658	ManagementAndGeneralAmt
Fundraising	$102,928	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$78,251,130	TotalAmt
Program Services	$48,248,501	ProgramServicesAmt
Management And General	$30,002,629	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$88,089,773	TotalAmt
Program Services	$75,397,019	ProgramServicesAmt
Management And General	$12,692,754	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$867,284	TotalAmt
Program Services	$712,245	ProgramServicesAmt
Management And General	$151,416	ManagementAndGeneralAmt
Fundraising	$3,623	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,036,172	TotalAmt
Program Services	$960,978	ProgramServicesAmt
Management And General	$74,889	ManagementAndGeneralAmt
Fundraising	$305	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$20,231,358	TotalAmt
Program Services	$20,231,358	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$107,238,903	TotalAmt
Program Services	$97,509,115	ProgramServicesAmt
Management And General	$9,729,788	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$5,253,953	TotalAmt
Program Services	$2,671,858	ProgramServicesAmt
Management And General	$2,582,095	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES	$241,587,641	$241,573,975	$13,666
SUTTER CHARGEBACKS	$186,979,456	$129,686,975	$889,622	$56,402,859
CAPITATED SERVICES	$82,871,027	$82,871,027
PURCHASED SERVICES	$67,400,242	$55,251,257	$347,432	$11,801,553

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,104,817	TotalAmt
Program Services	$14,076,902	ProgramServicesAmt
Management And General	$1,888,526	ManagementAndGeneralAmt
Fundraising	$139,389	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,890,589,245	TotalAmt
Program Services	$2,614,283,776	ProgramServicesAmt
Management And General	$271,247,827	ManagementAndGeneralAmt
Fundraising	$5,057,642	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$175,883,870	BOYAmt
EOY	$787,125,951	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,901,629	BOYAmt
EOY	$7,721,199	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$172,590,994	BOYAmt
EOY	$160,017,189	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$2,250,701	BOYAmt
EOY	$3,432,951	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,510,432	BOYAmt
EOY	$1,382,813	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$2,144,460,839	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$967,710,704	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,234,926,667	BOYAmt
EOY	$1,176,750,135	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$70,268,621	BOYAmt
EOY	$74,693,429	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$15,980,692	BOYAmt
EOY	$16,002,990	EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$213,794,236	BOYAmt
EOY	$172,065,479	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,912,358,726	BOYAmt
EOY	$2,416,443,020	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$348,506,508	BOYAmt
EOY	$329,127,942	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$570,356,992	BOYAmt
EOY	$118,263,164	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$249,624,206	BOYAmt
EOY	$317,828,293	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,168,487,706	BOYAmt
EOY	$765,219,399	EOYAmt

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

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$665,811,324	BOYAmt
EOY	$1,562,745,490	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$78,059,696	BOYAmt
EOY	$88,478,131	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$743,871,020	BOYAmt
EOY	$1,651,223,621	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,912,358,726	BOYAmt
EOY	$2,416,443,020	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$52,636,831	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$3,072,996	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$1,309,805	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$955,606,631	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$843,251	AssetsIncludedAmt

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$22,316,702	BeginningYearBalanceAmt
Contributions	$2,392,000	ContributionsAmt
Investment Earnings Or Losses	$5,452,256	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,374,871	OtherExpendituresAmt
End Year Balance	$28,786,087	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$20,087,894	BeginningYearBalanceAmt
Contributions	$146,848	ContributionsAmt
Investment Earnings Or Losses	$282,157	InvestmentEarningsOrLossesAmt
Other Expenditures	$378,773	OtherExpendituresAmt
End Year Balance	$20,138,126	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$18,024,525	BeginningYearBalanceAmt
Contributions	$15,350	ContributionsAmt
Investment Earnings Or Losses	$2,393,878	InvestmentEarningsOrLossesAmt
Other Expenditures	$345,859	OtherExpendituresAmt
End Year Balance	$20,087,894	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$17,741,314	BeginningYearBalanceAmt
Contributions	$46,837	ContributionsAmt
Investment Earnings Or Losses	$523,294	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$286,920	GrantsOrScholarshipsAmt
End Year Balance	$18,024,525	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.21510	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.47150	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.31340	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$187,522,206	OtherCostOrOtherBasisAmt
Book Value	$187,522,206	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,052,569,089	OtherCostOrOtherBasisAmt
Depreciation	$421,033,072	DepreciationAmt
Book Value	$631,536,017	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$313,662,629	OtherCostOrOtherBasisAmt
Depreciation	$155,300,532	DepreciationAmt
Book Value	$158,362,097	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$560,657,553	OtherCostOrOtherBasisAmt
Depreciation	$386,851,981	DepreciationAmt
Book Value	$173,805,572	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$30,049,362	OtherCostOrOtherBasisAmt
Depreciation	$4,525,119	DepreciationAmt
Book Value	$25,524,243	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$1,176,750,135	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
INTERCOMPANY RECEIVABLES	$9,552,482
NOTES RECEIVABLE	$7,415,171
OTHER RECEIVABLES	$3,716,211
OTHER ASSETS	$151,381,615

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$172,065,479	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
CAPITAL LEASES - CURRENT	$534,525
CAPITAL LEASES - NONCURRENT	$99,938,252
INSURANCE LIABILITIES	$2,177,130
OTHER NON-CURRENT LIABILITIES	$149,785,751
THIRD PARTY SETTLEMENTS	$65,392,635

Field	Value	IRS element (for citing)
Total Liability	$317,828,293	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART III, LINE 4	DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS: THE ORGANIZATION HAS ARTWORK BEING DISPLAYED IN PUBLIC PLACES OF THE MEDICAL FACILITY FOR DECORATIVE PURPOSES.
SCHEDULE D, PART V, LINE 4	INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: 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.
SCHEDULE D, PART X, LINE 2	THIS ORGANIZATION WAS PART OF A CONSOLIDATED FINANCIAL SYSTEM AUDIT. THE ASC 740 AUDIT FOOTNOTE DISCLOSURE FOR THE SUTTER SYSTEM IS AS FOLLOWS: SUTTER HEALTH, THE LEGAL ENTITY, AND MANY AFFILIATES HAVE BEEN DETERMINED TO BE EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD AND GENERALLY ARE NOT SUBJECT TO TAXES ON INCOME. CERTAIN ACTIVITIES OF SUTTER ARE SUBJECT TO INCOME TAXES; HOWEVER, SUCH ACTIVITIES ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. WITH RESPECT TO ITS TAXABLE ACTIVITIES, SUTTER RECORDS INCOME TAXES USING THE LIABILITY METHOD, UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX 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 2017 THROUGH 2019 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 AT DECEMBER 31, 2020 AND 2019.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (61 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
SUTTER BAY HOSPITALS
2200 River Plaza Dr	Sacramento	CA	95833	940562680	501(C)(3)	$1,183,272	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 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 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 PATIENT NEEDS Scholarship NURSING SCHOLARSHIP
SUTTER HEALTH
2200 River Plaza Dr	Sacramento	CA	95833	942788907	501(C)(3)	$810,388	PROGRAM SUPPORT
SOUTH COUNTY COMM HLTH CTR INC
1885 BAY RD E	PALO ALTO	CA	94303	943372130	501(C)(3)	$300,000	PROGRAM SUPPORT
TRI CITY HEALTH CENTER
39500 LIBERTY ST	FREMONT	CA	94538	237255435	501(C)(3)	$150,000	PROGRAM SUPPORT
ASIAN AMERICANS FOR COMMUNITY INVOLVEMENT
2400 MOORPARK AVE	SAN JOSE	CA	95128	942292491	501(C)(3)	$150,000	PROGRAM SUPPORT
AXIS COMMUNITY HEALTH
4361 RAILROAD AVE	PLEASANTON	CA	94566	942232394	501(C)(3)	$150,000	PROGRAM SUPPORT
INDIAN HEALTH CENTER OF SANTA CLARA VALLEY
1333 MERIDIAN AVE	SAN JOSE	CA	95125	942476242	501(C)(3)	$100,000	PROGRAM SUPPORT
HEALTHIER KIDS FOUNDATION SANTA CLARA
4010 MOORPARK AVE	SAN JOSE	CA	95117	770545774	501(C)(3)	$100,000	PROGRAM SUPPORT
SUNNYVALE COMMUNITY SERVICES
725 KIFER RD	SUNNYVALE	CA	94086	941713897	501(C)(3)	$25,000	PROGRAM SUPPORT
DOMINICAN HOSPITAL CARE OF DIGNITY HEALTH
PO BOX 742990	LOS ANGELES	CA	90074	721561119	501(C)(3)	$25,000	PROGRAM SUPPORT
CABRILLO COLLEGE FOUNDATION
6500 SOQUEL DR	APTOS	CA	95003	946121953	501(C)(3)	$22,500	PROGRAM SUPPORT
HEALTH IMPROVEMENT PARTNERSHIP
343 SOQUEL AVE	SANTA CRUZ	CA	95062	010826156	501(C)(3)	$22,500	PROGRAM SUPPORT
ADOLESCENT COUNSELING SERVICES
1717 EMBARCADERO RD	PALO ALTO	CA	94303	510192551	501(C)(3)	$17,500	PROGRAM SUPPORT
COMMUNITY HEALTH AWARENESS COUNCIL
PO BOX 335	MOUTAIN VIEW	CA	94042	942223670	501(C)(3)	$17,500	PROGRAM SUPPORT
BAY AREA WOMENS SPORTS INITIATIVE
1922 THE ALAMEDA	SAN JOSE	CA	95126	550897084	501(C)(3)	$17,500	PROGRAM SUPPORT
HEALTH TRUST
3180 NEWBERRY DR	SAN JOSE	CA	95118	946050231	501(C)(3)	$15,000	PROGRAM SUPPORT
PATHWAYS HOSPICE FOUNDATION
201 SAN ANTONIO CIR	MOUNTAIN VIEW	CA	94040	770280660	501(C)(3)	$15,000	PROGRAM SUPPORT
COMMUNITY BRIDGES
236 SANTA CRUZ AVE	APTOS	CA	95003	942460211	501(C)(3)	$12,500	PROGRAM SUPPORT
YMCA OF SILICON VALLEY DBA PALO ALTO FAMILY YMCA
3412 ROSS RD	PALO ALTO	CA	94303	941156318	501(C)(3)	$10,000	PROGRAM SUPPORT
UPLIFT FAMILY SERVICES
251 LLEWELLYN AVE	CAMPBELL	CA	95008	942295953	501(C)(3)	$10,000	PROGRAM SUPPORT
PLANNED PARENTHOOD MAR MONTE
1746 THE ALAMEDA	SAN JOSE	CA	95126	941583439	501(C)(3)	$10,000	PROGRAM SUPPORT
VILLAGES OF SAN MATEO COUNTY
809 LAUREL ST STE 813	SAN CARLOS	CA	94070	473571718	501(C)(3)	$10,000	PROGRAM SUPPORT
SECOND HARVEST FOOD BANK SANTA CLARA
750 CURTNER AVE	SAN JOSE	CA	95125	942614101	501(C)(3)	$10,000	PROGRAM SUPPORT
YOUTH COMMUNITY SERVICE INC
705 ALESTER AVE STE 4	PALO ALTO	CA	94303	208099150	501(c)(3)	$10,000	PROGRAM SUPPORT
SENIOR NETWORK SERVICES
1777-A CAPITOLA RD	SANTA CRUZ	CA	95062	942259716	501(C)(3)	$10,000	PROGRAM SUPPORT
JDRF INTERNATIONAL
200 VESEY ST 28TH FLR	NEW YORK	NY	10281	231907729	501(C)(3)	$10,000	PROGRAM SUPPORT
AVENIDAS
450 BRYANT ST	PALO ALTO	CA	94301	941480548	501(C)(3)	$10,000	PROGRAM SUPPORT
ARTS COUNCIL SANTA CRUZ COUNTY
7960 SOQUEL DR STE I	APTOS	CA	95003	942600140	501(C)(3)	$10,000	PROGRAM SUPPORT
ACTERRA ACTION FOR A HEALTHY PLANET
3921 E BAYSHORE RD	PALO ALTO	CA	94303	237064937	501(C)(3)	$10,000	PROGRAM SUPPORT
MISSION HOSPICE AND HOME CARE
1670 SO AMPHLETT BLVD	SAN MATEO	CA	94402	942567162	501(C)(3)	$10,000	PROGRAM SUPPORT
ABODE SERVICES
40849 FREMONT BLVD	FREMONT	CA	94538	943087060	501(C)(3)	$10,000	PROGRAM SUPPORT
MONTEREY BAY ECONOMIC PARTNERSHIP INC
3180 IMJIN RD STE 102	MARINA	CA	93933	471379810	501(C)(3)	$10,000	PROGRAM SUPPORT
NEW HOPE CHINESE CANCER CARE FOUNDATION
500 E CALAVERAS BLVD	MILPITAS	CA	95035	462490094	501(C)(3)	$10,000	PROGRAM SUPPORT
CARDIAC THERAPY FOUNDATION OF THE MIDPENINSULA
4000 MIDDLEFIELD RD	PALO ALTO	CA	94303	770336212	501(C)(3)	$10,000	PROGRAM SUPPORT
DIENTES COMMUNITY DENTAL CARE
1830 COMMERCIAL WY	SANTA CRUZ	CA	95065	770311752	501(C)(3)	$10,000	PROGRAM SUPPORT
JEWISH VOCATIONAL AND CAREER COUNSELING SVC
17 GEARY ST	SAN FRANCISCO	CA	94108	942213100	501(C)(3)	$10,000	PROGRAM SUPPORT
CHILDRENS HEALTH COUNCIL
650 CLARK WY	PALO ALTO	CA	94304	941312311	501(C)(3)	$10,000	PROGRAM SUPPORT
MAGICAL BRIDGE FOUNDATION
552 WAVERLEY ST	PALO ALTO	CA	94301	812377796	501(C)(3)	$10,000	PROGRAM SUPPORT
SILICON VALLEY LEADERSHIP GROUP FOUNDATION
2001 GATEWAY PL STE 101E	SAN JOSE	CA	95110	912140464	501(C)(3)	$9,000	PROGRAM SUPPORT
NATIONAL ALLIANCE ON MENTAL ILLNESS
542 OCEAN ST STE F	SANTA CRUZ	CA	95060	770002878	501(C)(3)	$7,500	PROGRAM SUPPORT
COUNSELING AND SUPPORT SERVICES FOR YOUTH
555 BRYANT ST STE 126	PALO ALTO	CA	94301	264655116	501(C)(3)	$7,500	PROGRAM SUPPORT
SACRED HEART COMMUNITY SERVICE
1381 SO FIRST ST	SAN JOSE	CA	95110	237179787	501(C)(3)	$7,500	PROGRAM SUPPORT
SAFESPACE CENTER INC
1155 SAXON WY	MENLO PARK	CA	94025	813898296	501(C)(3)	$7,500	PROGRAM SUPPORT
CHILD ADVOCATES OF SILICON VALLEY
509 VALLEY WY BLDG 2	MILPITAS	CA	95035	770250773	501(C)(3)	$7,500	PROGRAM SUPPORT
HEALTH CONNECTED
763 GREEN ST	EAST PALO ALTO	CA	94303	943227947	501(C)(6)	$7,500	PROGRAM SUPPORT
MENTAL HEALTH ASSOCIATION FOR CHINESE COMM
3160 CASTRO VALLEY BLVD	CASTRO VALLEY	CA	94546	824322450	501(C)(3)	$7,500	PROGRAM SUPPORT
ASSOCIATED STUDENTS OF SEQUOIA HIGH SCHOOL
1201 BREWSTER AVE	REDWOOD CITY	CA	94062	800366150	501(C)(3)	$7,500	PROGRAM SUPPORT
BOYS AND GIRLS CLUBS OF THE PENINSULA
401 PIERCE RD	MENLO PARK	CA	94025	941552134	501(C)(3)	$7,500	PROGRAM SUPPORT
DEAF PLUS ADULT COMMUNITY
5437 CENTRAL AVE STE 4	NEWARK	CA	94560	473687686	501(C)(3)	$7,500	PROGRAM SUPPORT
COASTAL KIDS HOME CARE
1172 SO MAIN ST STE 125	SALINAS	CA	93901	202549984	501(C)(3)	$7,500	PROGRAM SUPPORT
BOOMERANG FOUNDATION
PO BOX 1853	SOQUEL	CA	95073	270524692	501(C)(3)	$7,500	PROGRAM SUPPORT
MAITRI
234 E GISH RD STE 200	SAN JOSE	CA	95112	943132087	501(C)(3)	$7,500	PROGRAM SUPPORT
LEGAL AID SOCIETY OF SAN MATEO COUNTY
521 E 5TH AVE	SAN MATEO	CA	94402	941451894	501(C)(3)	$7,500	PROGRAM SUPPORT
FAMILY SERVICE AGENCY OF THE CENTRAL COAST
104 WALNUT AVE	SANTA CRUZ	CA	95060	941716354	501(C)(3)	$7,500	PROGRAM SUPPORT
NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE
234 E GISH RD STE 200	SAN JOSE	CA	95112	942420708	501(C)(3)	$7,500	PROGRAM SUPPORT
CAMP OPPORTUNITY INC
34050 PASEO PADRE PKWY	FREMONT	CA	94555	770219669	501(C)(3)	$7,500	PROGRAM SUPPORT
TAARIKA FOUNDATION
1549 LEWISTON DR	SUNNYVALE	CA	94087	822066874	501(C)(3)	$7,500
GEORGE MARK CHILDRENS FUND
2121 GEORGE MARK LN	SAN LEANDRO	CA	94578	943255845	501(C)(3)	$7,500
COSTANOA COMMONS
335 GOLF CLUB DR	SANTA CRUZ	CA	95060	471590387	501(C)(3)	$7,500
PENINSULA VOLUNTEERS INC
800 MIDDLE AVE	MENLO PARK	CA	94025	941294939	501(C)(3)	$6,000	PROGRAM SUPPORT
RACING HEARTS
4123 PARK BLVD	PALO ALTO	CA	94306	455271941	501(C)(3)	$5,500

Field	Value	IRS element (for citing)
Total501c3 Org	61	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
PATIENT ASSISTANCE	50	$39,346
PREMED SCHOLARSHIP	49	$98,065

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	IN ORDER TO CLOSELY MONITOR EFFICIENCY AND EFFECTIVENESS, THE COMMUNITY BENEFIT FUNCTION OUTLINES MEASURABLE REPORTING (QUARTERLY, SIX-MONTH AND/OR YEAR-END), PROGRAM AND FUNDING REQUIREMENTS IN A MEMORANDUM OF UNDERSTANDING (MOU), BUSINESS SERVICES AGREEMENT (BSA), OR JOINT VENTURE AGREEMENT FOR EACH INVESTMENT MADE WITH A COMMUNITY PARTNER. WHERE IT IS DETERMINED NECESSARY, ADDITIONAL EFFORTS ARE MADE TO MONITOR EFFECTIVENESS AND EFFICIENCY OF INVESTMENTS, WHICH COULD INCLUDE: - QUARTERLY MEETINGS WITH COMMUNITY PARTNERS - E-MAIL AND TELEPHONIC COMMUNICATIONS WITH COMMUNITY PARTNERS - CONTINUED DIALOGUE WITH INVOLVED HOSPITAL STAFF AND COMMUNITY PARTNERS THROUGHOUT DURATION OF PROGRAM - SITE VISITS WITH COMMUNITY PARTNERS - BI-ANNUAL "OUTCOMES" SURVEY (6-MONTH AND/OR YEAR-END OUTCOMES) - REVIEW OF HOSPITAL USAGE AND PATIENT LEVEL DATA - COLLECTION OF PATIENT STORIES AND NARRATIVES - COLLABORATIVE DISCUSSIONS AROUND AD-HOC SUCCESSES AND CHALLENGES THAT ARISE - REPORTING TO INCLUDE YEAR-END FINANCIAL SUMMARY THAT COMPARES ACTUAL EXPENDITURES TO THE FUNDED PROJECTS BUDGET, INDICATING ANY UNUSED AMOUNT OF GRANT FUNDS. AT THE END OF EACH YEAR/REPORTING PERIOD, COMMUNITY BENEFIT ANALYZES FULL-YEAR DATA TO ENSURE COMMUNITY PARTNERS MET THE OBJECTIVES OUTLINED IN THE MOU OR 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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Sarah Krevans
President & CEO Sutter Health	$0	$1,824,667	$0	$909,152	$0	$425,697	$0	$368,826	$0	$34,333	$0	$3,562,675	$0	$354,278
Jeff Gerard
SH SVP / STRATEGIC SVCS & CSO	$0	$169,640	$0	$367,780	$0	$2,230,085	$0	$144,252	$0	$7,955	$0	$2,919,712	$0	$446,256
James Conforti
SH SVP / COO, Asst Sec SBMF	$0	$1,058,033	$0	$514,101	$0	$395,045	$0	$464,926	$0	$30,173	$0	$2,462,278	$0	$198,797
Elizabeth Vilardo-Morgan MD
CEO, SBMF	$0	$731,066	$0	$307,001	$0	$233,761	$0	$113,026	$0	$22,736	$0	$1,407,590	$0	$110,809
John Gates
CFO, SH Bay Area	$0	$681,939	$0	$225,829	$0	$177,653	$0	$76,226	$0	$20,335	$0	$1,181,982	$0	$59,929
Kelvin Lam MD
CMO, SH Bay Area	$0	$592,895	$0	$193,565	$0	$224,683	$0	$67,226	$0	$19,951	$0	$1,098,320	$0	$128,793
David Quincy MD
Foundation Area CEO, South Bay	$0	$572,819	$0	$185,050	$0	$208,383	$0	$71,026	$0	$18,953	$0	$1,056,231	$0	$97,039
Li-Min J Hu MD
Foundation Area CEO, East Bay	$0	$533,327	$0	$165,244	$0	$198,016	$0	$70,626	$0	$31,022	$0	$998,235	$0	$104,836
Penny Westfall
CHIEF LEGAL OFF BAY&VAL, SECR	$0	$518,608	$0	$178,117	$0	$123,303	$0	$63,126	$0	$11,264	$0	$894,418	$0	$49,982
Lawrence deGhetaldi
FNDTN AREA CEO, SANTA CRUZ	$0	$475,531	$0	$155,859	$0	$148,505	$0	$74,126	$0	$22,187	$0	$876,208	$0	$53,822
Raul A Gorospe
CFO, PAMF & SBMF Support Svcs	$0	$414,849	$0	$113,392	$0	$114,489	$0	$43,226	$0	$11,124	$0	$697,080	$0	$54,012
Robert Nordgren
FNDTN AREA CEO, PENINSULA+SF	$0	$572,626	$0	$25,000	$0	$53,387	$0	$15,426	$0	$24,418	$0	$690,857	$0	$0
Harly Neumann PHD
VP HR, SBMF	$0	$362,601	$0	$114,084	$0	$129,490	$0	$41,826	$0	$26,961	$0	$674,962	$0	$54,384
Marc Lamonica
CFO Fndtn - SEBMF & SPMF	$0	$357,210	$0	$104,299	$0	$107,244	$0	$41,826	$0	$26,418	$0	$636,997	$0	$59,186
Steven Mitnick
Administrator, Foundation	$496,733	$0	$36,311	$0	$6,858	$0	$15,426	$0	$21,780	$0	$577,108	$0	$0	$0
Marjorie E Mangers
Ops Exec, SBMF	$389,140	$0	$48,254	$0	$60,865	$0	$15,426	$0	$19,118	$0	$532,803	$0	$0	$0
Audrey L Fisher
Foundation Executive, Service	$322,894	$0	$52,731	$0	$51,819	$0	$15,426	$0	$26,065	$0	$468,935	$0	$0	$0
Genevieve R Buchanan
Foundation Executive, Service	$342,736	$0	$56,381	$0	$6,858	$0	$15,426	$0	$29,473	$0	$450,874	$0	$0	$0
Dominick L Frosch
Exec Dir, Research-SBMF	$349,345	$0	$46,563	$0	$810	$0	$15,426	$0	$12,877	$0	$425,021	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3	SUPPLEMENTAL COMPENSATION INFORMATION: THE CEO OF THIS ORGANIZATION IS AN EMPLOYEE OF SUTTER HEALTH, A RELATED TAX-EXEMPT ORGANIZATION. THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "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: JEFF GERARD RECEIVED SEVERANCE PAYMENTS OF $511,539 MARJORIE E. MANGERS RECEIVED SEVERANCE PAYMENTS OF $39,072 AUDREY L. FISHER RECEIVED SEVERANCE PAYMENTS OF $37,274
SCHEDULE J, PART I, LINE 4B	NONQUALIFIED RETIREMENT PLAN: THE PURPOSE OF THE NONQUALIFIED RETIREMENT PLAN IS TO PROVIDE SUTTER HEALTH EXECUTIVES WITH A COMPETITIVE RETIREMENT BENEFIT CONSISTENT WITH SUTTER HEALTH'S OVERALL COMPENSATION PHILOSOPHY FOR ALL EMPLOYEES. CONTRIBUTIONS ARE DESIGNED TAKING INTO CONSIDERATION LOST RETIREMENT BENEFITS THAT WOULD OTHERWISE BE OBTAINED THROUGH THE QUALIFIED PENSION PLAN. SUTTER'S PLANS ARE DESIGNED CONSISTENT WITH COMPETITIVE INDUSTRY PRACTICES. THE RETIREMENT PLAN FOR SUTTER HEALTH EMPLOYEES IS A COMBINATION OF 403(B) EMPLOYER MATCH CONTRIBUTIONS AND QUALIFIED PENSION PLAN BENEFITS. SUTTER HEALTH EXECUTIVES ARE GENERALLY INELIGIBLE FOR EMPLOYER MATCH CONTRIBUTIONS. TO ENSURE A COMPETITIVE RETIREMENT BENEFIT, SUTTER HEALTH MAKES AN ANNUAL CONTRIBUTION TO A NON-QUALIFIED 457(F) PLAN FOR ITS EXECUTIVES. THE FORMULA PROVIDES 6% TO 12% OF BASE SALARY PLUS ANNUAL INCENTIVE PLAN AWARD (COMMENSURATE WITH MANAGEMENT LEVEL). CONTRIBUTIONS ARE ALSO MADE FOR A SMALL GROUP OF SENIOR LEVEL EXECUTIVES WHOSE ESTIMATED RETIREMENT BENEFIT (SOCIAL SECURITY PLUS QUALIFIED PLAN BENEFITS PLUS 457(F)) FALLS BELOW 50% - 65% OF FINAL 4-YEAR AVERAGE BASE SALARY WHEN RETIRING AT AGE 65 WITH 22.5 YEARS OF SERVICE. TARGET BENEFIT LEVELS ARE DISCOUNTED FOR YEARS OF SERVICE LESS THAN 22.5 AT AGE 65. UNLIKE SUTTER HEALTH'S QUALIFIED PENSION PLAN WHERE EMPLOYEE BENEFITS ARE GUARANTEED (I.E., A DEFINED BENEFIT), SUTTER'S NON-QUALIFIED PLAN BENEFITS ARE NOT GUARANTEED BY SUTTER HEALTH. INVESTMENT RISK IS BORNE BY PARTICIPANTS AND BENEFITS ARE NOT PROTECTED SHOULD SUTTER HEALTH BECOME INSOLVENT. THE FOLLOWING INDIVIDUAL RECEIVED 457(F) NON-QUALIFIED PAYMENTS DURING THE YEAR: JEFF GERARD - $1,116,362
SCHEDULE J, PART I, LINE 7	NON-FIXED PAYMENTS: SPOT AWARDS ARE INFREQUENTLY USED TO REWARD EMPLOYEES. THERE ARE NO SPECIFIC GUIDELINES FOR THE AMOUNT OF THE SPOT AWARD BUT THE AMOUNT TENDS TO NOT EXCEED 5% TO 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 BY THE COMPENSATION COMMITTEE PRIOR TO PAYMENT.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

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

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

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

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01020	0.00020	0.01040	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.01450	0.00030	0.01480	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

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

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE K REPORTING

THE ORGANIZATION'S SOLE CORPORATE MEMBER IS A CONDUIT BORROWER OF TAX-EXEMPT BOND ISSUES THAT ALLOCATES PORTIONS OF EACH ISSUE TO CERTAIN SUBSIDIARies, INCLUDING THE ORGANIZATION. THE OUTSTANDING BOND LIABILITY ALLOCATED TO THIS ORGANIZATION IS REPORTED ON FORM 990, PART X, BALANCE SHEET, AND PART VI HEREIN. WITH THE EXCEPTION OF THIS PORTION OF PART VI, THE SCHEDULE K FOR THIS ORGANIZATION IS REPORTING INFORMATION FOR THE ENTIRE BOND ISSUE. SCHEDULE K, PART I, COLUMN E THE ORGANIZATION RECEIVED BOND PROCEEDS IN THE AMOUNTS OF: $28,573,250 FROM THE 2016B ISSUE AND; $96,964,091 FROM THE 2017A. THE DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED IN PART I, COLUMN (E) AND THE PROCEEDS OF ISSUE IN PART II, LINE 3 IS DUE TO INVESTMENT EARNINGS.

SCHEDULE K, PART II, LINE 7

ISSUANCE COSTS WERE FUNDED THROUGH EQUITY CONTRIBUTIONS.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	SUBSTANTIAL CONTRIBUTOR	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	SUBSTANTIAL CONTRIBUTOR	RelationshipDescriptionTxt
Transaction	$285,655	TransactionAmt
Transaction	MEDICAL SERVICES	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	21	ContributionCnt
Noncash Contributions Rpt F990	$4,261,069	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV OF STOCK	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 1 AND PART III, LINE 1	MISSION 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 4A	PROGRAM SERVICE ACCOMPLISHMENTS: Sutter Bay Medical Foundation (SBMF) is a not-for-profit health care organization that is a pioneer in both multispecialty group practice of medicine and outpatient medicine. Serving communities throughout Northern California, Sutter Health is a regional leader in cardiac care as well as care of women and children, 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 SBMF 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 2020, SBMF's 1,648 affiliated physicians and 6,868 employees served 1,101,329 patients through 7,067,441 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. 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 clinics 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 1. SBMF achieved Exceptional Performer (top rating) in CMS Quality Payment Program (MIPS) based on our 2019 performance 2. Palo Alto Foundation Medical Group received 4.5-star rating for its overall 2019 care of Medicare Advantage (MA) patients, as publicly reported on the Integrated Healthcare Association's (IHA) website program. 3. PAMF honored as a Top Ten Percent organization in Clinical Quality by Integrated Health Association Align Measure Perform program (IHA AMP) for our 2019 measurement year performance. 4. PAMF honored as a Top Ten Percent organization in Patient Experience by Integrated Health Association Align Measure Perform program (IHA AMP) for our 2019 measurement year performance. 5. 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. 6. PAMF awarded Elite status for the 2020 APG (America's Physician Groups) Standards of Excellence Survey for our systems of care to deliver high value, high quality coordinated care. We have won this award for 7 consecutive years. 7. PAMF Surgery Center, Palo Alto is ranked No. 1 Ambulatory Surgery Center in California By Newsweek. The Mountain View Surgery Center is No. 6, the Fremont Surgery Center is No. 9, and the San Carlos Surgery Center is No. 20. Criteria include quality of care, performance data, peer recommendations and COVID response. 8. Gold Level Achievement for blood pressure control awarded by American Medical Association and American Heart Association for Target BP program in 2020 9. PAMF Scores in Top 2 Percent for multiple domains (Overall Care Rating) communication & Care Coordination) in the state for patient satisfaction according to our 2021 Patient Assessment Survey. 85% of the domains we score in the top quartile in the State. Participants are over 180 provider groups in California. 10. PAMF receives Sutter Health Dashboard Award for Top Performance in Quality in 2020 11. PAFMG exceeds the 2020 Sutter Best Practice Target on Quality and wins the best performance on clinical quality by Sutter Health. Research Division PAMF's research programs are nationally known and contributed significantly to identifying ways to improve the delivery of healthcare. In 2020, PAMFRI participated in 104 clinical trials and 63 externally-funded awards or contracts with federal agencies, foundations, and private sources. PAMFRI's investigators published 29 manuscripts during this period. The clinical studies pertained to a wide range of health issues with the majority focusing on infectious disease, vaccines, oncology, cardiovascular, and pulmonary diseases. The awards and contracts focused on issues including COVID-19, pre-diabetes and diabetes management, lung and breast cancer, physician-patient communication, Lean management, and physician wellbeing. Many of the research endeavors include patients, caregivers, and clinicians in the discovery and dissemination of results. PAMFRI received sponsorships and funding from numerous prominent organizations including: - National Institute of Diabetes and Digestive and Kidney Diseases - National Heart, Lung, and Blood Institute - National Cancer Institute - National Center for Advancing Translational Sciences - Patient-Centered Outcomes Research Institute - Palo Alto Medical Foundation - Sutter Health - Tobacco-Related Disease Research Program (University of California) - Emergency COVID-19 Funding (University of California) 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. Health Education provides in-kind support to community organizations via projects related to health care, health fairs, and programs. We also offer need-based scholarships for education classes. The Education Division provides reliable health information to the public through SBMF's website, http://www.sutterhealth.org/pamf. Available through this website is current information for preteens, teens and parents offering medically accurate and age-appropriate information for those in the community and around the world. The teen and pre-teen sites have received millions of visits each from around the world since it launched in 2001 and 2004, respectively. SBMF is committed to being an active member of the communities it serves, and supports various community programs and services such as projects and educational activities with local school districts, and partnerships with community organizations. 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 were quickly transitioned to a virtual format within a matter of a few weeks, resulting in minimal disruption to patients, and in fact, made services accessible to more patients. For example, our prenatal eClasses with group livestream sessions led by an educator saw a 15% increase in registrations during COVID-19 compared to the previous year - By increasing our virtual offerings, we also expanded our geographic reach. In December 2020, we served students across 14 different counties and 55 cities - Recognizing the need to address the additional stress being experienced by our communities, we expanded our virtual Mindfulness and Stress Reduction offerings, including Midafternoon Meditation, Relax and Recharge, Meditation and Reflective Journaling series, Mindfulness + Self-Compassion, and Minding Your Stress - In partnership with Agile Physical Therapy, we began offering no cost fitness classes including Agile Flow, Body Weight Strengthening, Bombay Jam, Tai Chi and Qi Gong, and Upper Body Workout. More than 2,000 people participated in these classes. - The eight Community Health Resource Centers (CHRCs) served almost 9,000 patrons in 2020. The CHRCs offer many services on an individual level to both patients and community members - We completed a Health Coaching pilot project that demonstrated clear health improvements in participants. We also launched virtual behavior change classes so that we could make these outcomes available to a larger number of patients and community members in the future - Switching from in-person lectures to live webinars (with on-demand online recordings) lead to a seven-fold boost in our numbers, from 666 participants in 2019 to 4,663 in 2020 - We also sponsored TumbleBook Library, a free children's e-book library subscription for kindergarten through 6th grade. In 2020, there were 5,561 book views. This service replaced our free paper-based book program that distributed 265 books in 2019. - We partnered with PAMF Pediatrics to develop 13 patient education video clips that were released in August 2020. There were 780 views in 2020. - Due to COVID-19, in person 5-2-1-0 programming, our school-based youth nutrition program, was paused as of Mid-March 2020. Since then, 5-2-1-0 has developed a virtual program consisting of 7 video lessons and 3 student videos in collaboration with the Stanford Anesthesia Summer Institute. - The Sutter Bay and Valley Medical Librarians and staff answered 2,000 Ask the Librarian requests across 18 affiliates. The urgency of the mandatory shelter in place accelerated the growth of remote services and resources to support provider needs for just-in-time information. The Librarians leveraged electronic collections and online services to quickly pivot and meet the patrons' needs. Community Benefit In 2020, SBMF provided over $89.6 million in services for the poor and underserved and nearly $12.3 million in community benefits for the broader community. In addition, each year PAMF physicians and staff donate hundreds of hours to community service. SBMF's community benefit efforts include a myriad of programs and benefits for the broader community, including but not limited to: - Monetary donations and in-kind support to local community groups and organizations - On-site clinical education programs and preceptorships for medical students, medical residents, medical fellows, nursing students, laboratory technologists, radiology technologists, pharmacy students - Community organization board memberships - School-based health and wellness programs - Childhood Nutrition Programs in local schools - Health education presentations in local organizations with at-risk populations, ethnically diverse populations, age-focused health and wellness - Disease specific programs for requesting community organizations and on-site programs which are free and open to all community members - Teen mental health outreach and collaborations - Disease specific support groups - Radiology services to patients receiving care at Ravenswood Family Health Center including mammography, x-rays and ultrasounds. - Free high school sports physicals in Santa Cruz County - Physicians staffing Peninsula Healthcare Connection in Palo Alto - Support of the Healthier Kids Foundations programs and screenings in Santa Clara county - Monetary support to FQHCs and Community Clinics in Alameda, Santa Clara and San Mateo Counties for access to care initiatives 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 2020, over 6,000 individual donors contributed more than $12 million to fund cutting-edge research and implement programs that fall outside of our annual operations budget. As a result of the COVID-19 pandemic over 200 donors came in support with gifts in-kind including personal protective equipment, supplies, and food.
In 2020, philanthropy applied $2.1 million in funds to help ensure PAMF's	frontline care providers have the equipment and resources they need to provide the safest possible care at our facilities during the COVID-19 pandemic. New innovations funded by greatest need dollars include: a Life Video Chronicling Program where our palliative care teams are creating videos for the families of patients with a serious illness to capture memories of their loved ones and support the healing process. The Ejection Fraction Extraction project will deploy artificial intelligence for early identification of patients at risk of heart failure using data from their medical records, while the Rapid CTA program is enabling faster diagnosis of patients with acute chest pain. This brings the three year total for grants and disbursements to $4.5 million for innovative programs and technologies across the communities PAMF serves. 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 donations included: - PAMF Palo Alto's Ambulatory Surgery Center remodel. Over 1,800 donors contributed nearly $12 million to support a range of improvement projects across the Palo Alto campus, including a remodel of the Ambulatory Surgery Center. This Center will increase its capacity to serve more patients, enhance the patient experience and expand the types of services available locally. - Virtual Visit Program enabled clinicians to safely meet the health needs of patients now and in the future. Over 1,600 PAMF clinicians have been equipped with digital tablets for remote visits and keeping in touch with patients, all proudly funded by philanthropy. - PAMF strives to make the latest diagnostic and treatment technologies available to patients across all of its facilities. In 2020, the SaviScout Surgical Guidance Systems were purchased to enable more accurate breast cancer surgeries in Palo Alto, Sunnyvale, and Santa Cruz. This innovative technology allows breast cancer surgeons to more accurately pinpoint lesions prior to surgery while also adding comfort for the patient during procedure since no invasive guide wires are used. Additionally, a stereotactic biopsy table was philanthropy funded in Sunnyvale for breast biopsy surgeries. - The Women's & Children's Care program in Santa Cruz completed a $1 million fundraising campaign to support a range of programs that ensure access to the best possible prenatal and postnatal care and support services for women and infants including CenteringPregnancy, CenteringParenting, and an expansion of Lactation Services. - Recognized nationally and internationally as a center of excellence, PAMF's Research Institute redesigned the AMES facility in Palo Alto to bring together researchers located at multiple sites for optimal collaboration and efficiency. This will enable groundbreaking research studies in all health care including oncology, cardiology, pulmonary disease, amblyopia, navigator pilots, and wellness studies to be completed at a faster rate and lower cost. - PAMF implemented two Optos wide-field ophthalmic imaging cameras-which will be available to patients at the Palo Alto and San Carlos Centers-as the first step in launching a PAMF-wide teleretinal screening program. Optos provides high-resolution images of the back of the eye to detect conditions such as diabetic retinopathy, macular degeneration and glaucoma when they are most treatable. - PAMF's Fremont Center is using philanthropy funded Sonosite portable ultrasound technology which allows for fast, accurate imaging across multiple departments. - A state-of-the-art electrocardiogram machine is giving pediatricians at PAMF's Dublin Center a tool for better diagnosis of cardiovascular conditions in children and adolescents.
FORM 990, PART VI, LINE 2	DAVID QUINCY, KEY EMPLOYEE, AND JANE VARNER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, LINES 6 & 7A CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS: THIS CORPORATION IS AN AFFILIATE OF SUTTER HEALTH, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. SUTTER HEALTH IS THE SOLE MEMBER WITH THE RIGHT TO ELECT AT LEAST A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7B CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS: SUTTER HEALTH AS THE SOLE MEMBER OF THE ORGANIZATION IS ENTITLED TO EXERCISE FULLY ALL RIGHTS AND PRIVILEGES OF MEMBERS OF NONPROFIT CORPORATIONS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, AND ALL OTHER APPLICABLE LAWS. THE MEMBER HAS THE RIGHTS AND POWERS TO APPOINT (AND REMOVE) MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS, SUBJECT TO THE PROVISIONS OF THE BYLAWS. IN ADDITION, THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS OF THE CORPORATION'S BOARD OF DIRECTORS: (A) MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION OF THE CORPORATION OR ANY AFFILIATED ENTITY; (B) AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION OR ANY AFFILIATED ENTITY; (C) ADOPTION OF OPERATING BUDGETS OF THE CORPORATION OR ANY AFFILIATED ENTITY, INCLUDING CONSOLIDATED OR COMBINED BUDGETS OF THE CORPORATION AND ALL SUBSIDIARY ORGANIZATIONS OF THE CORPORATION; (D) ADOPTION OF CAPITAL BUDGETS OF THE CORPORATION OR ANY AFFILIATED ENTITY; (E) AGGREGATE OPERATING OR CAPITAL EXPENDITURES THAT EITHER EXCEED PREVIOUSLY APPROVED OPERATING OR CAPITAL BUDGETS, OR ARE UNBUDGETED, IF THE AMOUNT IN EXCESS OR THE UNBUDGETED EXPENDITURE IS HIGHER THAN THE SIGNATURE AUTHORITY OF THE PRESIDENT AND CEO OF THE GENERAL MEMBER; (F) LONG-TERM OR MATERIAL AGREEMENTS OF THE CORPORATION OR ANY AFFILIATED ENTITY INCLUDING, BUT NOT LIMITED TO, BORROWINGS, EQUITY FINANCINGS, CAPITALIZED LEASES AND INSTALLMENT CONTRACTS; AND PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE, OR ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A FAIR MARKET VALUE IN EXCESS OF THE SIGNATURE AUTHORITY OF THE PRESIDENT AND CEO OF THE GENERAL MEMBER; (G) APPOINTMENT OF AN INDEPENDENT AUDITOR BY THE CORPORATION OR ANY AFFILIATED ENTITY; (H) THE HIRING OF INDEPENDENT COUNSEL BY THE CORPORATION OR ANY AFFILIATED ENTITY, UNLESS AT LEAST TWO-THIRDS (2/3) OF THE BOARD IN OFFICE ON THE DAY OF A VOTE DETERMINE THAT A MATERIAL CONFLICT OF INTEREST EXISTS BETWEEN THE CORPORATION AND THE GENERAL MEMBER AND, THEREFORE, THE BOARD MUST ENGAGE INDEPENDENT COUNSEL TO ASSIST IN EXERCISING THE BOARD'S FIDUCIARY DUTIES. TO PRESERVE THE INDEPENDENCE OF COUNSEL RETAINED PURSUANT TO THIS PROVISION, THE GENERAL MEMBER SHALL NOT CLAIM THAT ANY COMMUNICATION BETWEEN SUCH INDEPENDENT COUNSEL AND ANY PERSON ACTING ON BEHALF OF THE CORPORATION, EVEN IF THAT PERSON IS ALSO 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.
FORM 990, PART VI, LINE 11B	PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW FORM 990: SUTTER HEALTH HAS A CENTRALIZED TAX DEPARTMENT RESPONSIBLE FOR THE PREPARATION OF THE FORM 990. ANNUALLY THE TAX DEPARTMENT PROVIDES TRAINING AND EDUCATION TO AFFILIATE PERSONNEL WHO ASSIST THE TAX DEPARTMENT IN COLLECTING AND REVIEWING DATA TO BE REPORTED ON THE FORM 990. THE PREPARATION MATERIAL IS REVIEWED BY VARIOUS DEPARTMENTS INCLUDING TAX, FINANCE, LEGAL, AND HUMAN RESOURCES. A NATIONAL ACCOUNTING FIRM PREPARES AND/OR REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT, THE AFFILIATE, AND THE CFO BEFORE THE RETURN IS FILED.
FORM 990, PART VI, LINE 12	PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: EMPLOYEES ARE EDUCATED ON THE CONFLICT OF INTEREST POLICY AND THE NEED TO MAKE DISCLOSURE AS PART OF ANNUAL COMPLIANCE EDUCATION. IN ADDITION, ANNUALLY A DISCLOSURE STATEMENT IS COMPLETED BY ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES. ON THIS STATEMENT THE INDIVIDUAL WILL LIST A WIDE RANGE OF INFORMATION WHICH INCLUDES BUSINESS RELATIONSHIPS, EMPLOYMENT RELATIONSHIPS, PROPERTY INTERESTS, AND THOSE OF RELATED PARTIES. IF THERE IS A POTENTIAL CONFLICT OF INTEREST RELATED TO A PARTICULAR TRANSACTION, THE INTERESTED INDIVIDUAL MUST DISCLOSE THE EXISTENCE AND NATURE OF THE RELATIONSHIP. THE BOARD CHAIR MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE CONFLICT. THE BOARD MAY CONSULT WITH THE OFFICE OF THE GENERAL COUNSEL AS NECESSARY. UNTIL THE POTENTIAL CONFLICT IS RESOLVED, THE BOARD CHAIR (OR COMMITTEE CHAIR AS APPLICABLE) MAY REQUEST THE INDIVIDUAL TO NOT PARTICIPATE DURING RELATED PRESENTATIONS AND DISCUSSIONS. IN ALL CIRCUMSTANCES INVOLVING AN ACTUAL CONFLICT, THE INTERESTED INDIVIDUAL SHALL LEAVE THE ROOM PRIOR TO THE BOARD'S FINAL DISCUSSION AND VOTE.
FORM 990, PART VI, LINES 15A & 15B	PROCESS FOR DETERMINING COMPENSATION: THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. IN ORDER TO ENSURE EXTERNAL COMPETITIVENESS, NATIONAL COMPENSATION DATA COMPARISONS ARE REVIEWED. COMPETITIVE ANALYSIS INCLUDES: (A) BASE SALARY, (B) TOTAL CASH (BASE SALARY + ANNUAL INCENTIVE), (C) TOTAL DIRECT CASH (BASE SALARY + ANNUAL INCENTIVE + LONG TERM INCENTIVE) AND (D) TOTAL REMUNERATION (BASE SALARY + ANNUAL INCENTIVE + BENEFITS AND LONG TERM INCENTIVE). THIS ANALYSIS INCLUDES COMPARABLE ORGANIZATIONS FOR THE MOST SENIOR EXECUTIVE POSITIONS, NATIONAL COMPARISONS FOR ORGANIZATIONS SIMILAR IN SIZE, SCOPE AND COMPLEXITY AS SUTTER HEALTH ARE MOST APPROPRIATE SINCE IT IS A NATIONAL MARKETPLACE IN WHICH SUTTER COMPETES FOR EXECUTIVE TALENT. ON THE OTHER HAND, BECAUSE CALIFORNIA'S UNDERLYING COMPENSATION STRUCTURE IS HIGHER THAN NATIONAL DATA (ESPECIALLY IN THE BAY AREA), REGIONAL PAY ADJUSTMENTS MAY BE MADE. OFFICERS AND KEY EMPLOYEES OF THIS ORGANIZATION UNDERGO A REVIEW AND COMPENSATION COMMITTEE APPROVAL ANNUALLY, AND SUCH APPROVAL IS RECORDED IN THE MINUTES. THE 2020 EXECUTIVE COMPENSATION APPROVAL WAS COMPLETED IN FEBRUARY 2020.
FORM 990, PART VI, LINE 19	AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY & FINANCIAL STATEMENTS: THE SUTTER HEALTH SYSTEM POSTS ITS CURRENT AND PAST AUDITED FINANCIAL STATEMENTS AT SUTTERHEALTH.ORG. OTHER DOCUMENTS ARE ALSO LOCATED AT THIS WEBSITE INCLUDING THE ANNUAL REPORT, MISSION STATEMENT, HISTORY, AND LINKS TO AFFILIATE WEBSITES. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
FORM 990, PART VII, SECTION A	COMPENSATION OF BOARD MEMBERS: THE FOLLOWING BOARD MEMBERS OF THE ORGANIZATION ARE FULL-TIME EMPLOYEES (40 HOURS PER WEEK) OF SUTTER HEALTH AND THEIR SUTTER HEALTH SALARIES ARE REPORTED HEREIN. THESE INDIVIDUALS RECEIVE NO COMPENSATION FOR THEIR SERVICE AS BOARD MEMBERS OF THIS ORGANIZATION. - JAMES CONFORTI - SARAH KREVANS 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, PAXT XI, LINE 9	EQUITY TRANSFERS (NET) $ 956,119,313 K-1 ACTIVITY $ (7,855,265) PARTNERSHIP INCOME ON BOOKS $ 7,364,267 ANNUITY TRUE-UP $ (100,091) CHANGE IN SPLIT INTEREST $ 62,837 STOCK & OTHER ITEMS $ 15,573 ROUNDING $ (3) ------------------ TOTAL $ 955,606,631
FORM 990 PART IX LINE 11G	DESCRIPTION:MEDICAL GROUP COMPENSATION TOTAL FEES:1029900589
FORM 990 PART IX LINE 11G	DESCRIPTION:PROFESSIONAL FEES - PHYSICIAN TOTAL FEES:4961355
FORM 990 PART IX LINE 11G	DESCRIPTION:THERAPISTS/OTHER MEDICAL TOTAL FEES:10619859
FORM 990 PART IX LINE 11G	DESCRIPTION:NURSE REGISTRY FEES TOTAL FEES:1763428

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
California Pacific Medical Center Founda
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942728423	Fundraising	CA	501(c)(3)	7	Sutter BH	Yes (true)
East Bay Perinatal Center
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	510172285	Healthcare	CA	501(c)(3)	3	Sutter EBH	Yes (true)
Memorial Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942290244	Fundraising	CA	501(c)(3)	12A-I	Sutter VH	Yes (true)
Mills-Peninsula Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	237288765	Fundraising	CA	501(c)(3)	7	Sutter BH	Yes (true)
Samuel Merritt University
450 30TH STREET STE 2840	OAKLAND	CA	94609	942992642	University	CA	501(c)(3)	2	Sutter EBH	Yes (true)
Sutter Auburn Faith Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942594966	Fundraising	CA	501(c)(3)	7	Sutter VH	Yes (true)
Sutter Bay Hospitals
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	940562680	Hospital	CA	501(c)(3)	3	Sutter Hlth	Yes (true)
Sutter Coast Hospital
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942988520	Hospital	CA	501(c)(3)	3	Sutter Hlth	Yes (true)
Sutter Davis Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	680217870	Fundraising	CA	501(c)(3)	7	Sutter VH	Yes (true)
Sutter Health
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	942788907	Supporting Or	CA	501(c)(3)	12C III-FI	NA	false
Sutter Health Pacific
91-2301 FT WEAVER RD	EWA BEACH	HI	96706	990298651	Hospital	CA	501(c)(3)	3	Sutter Hlth	Yes (true)
Sutter Health Plan
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	461183948	Health Plan	CA	501(c)(4)	N/A	Sutter Hlth	Yes (true)
Sutter Insurance Services Corporation
746 FORT STREET SUITE 1100	HONOLULU	HI	96813	990289310	Insurance Ser	HI	501(c)(3)	12C III-FI	Sutter Hlth	Yes (true)
Sutter Medical Center Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942788906	Fundraising	CA	501(c)(3)	7	Sutter VH	Yes (true)
Sutter Roseville Medical Center Foundati
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	680040113	Fundraising	CA	501(c)(3)	7	Sutter VH	Yes (true)
Sutter Solano Charitable Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	942668262	Fundraising	CA	501(c)(3)	7	Sutter VH	Yes (true)
Sutter Valley Hospitals
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	941156621	Hospital	CA	501(c)(3)	3	Sutter Hlth	Yes (true)
Sutter Valley Medical Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	680273974	Healthcare	CA	501(c)(3)	3	Sutter Hlth	Yes (true)
Sutter Visiting Nurse Association and Ho
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	946068843	Healthcare	CA	501(c)(3)	10	Sutter Hlth	Yes (true)
Tracy Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833	680318845	Fundraising	CA	501(c)(3)	12A - I	Sutter VH	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (18 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt
SURG CTR OF ABSMC
3875 TELEGRAPH	OAKLAND	CA	94609	470946086	PATIENT CARE	CA	NA
CA PACIFIC ADV IMAG
PO BOX 6102	NOVATO	CA	94598	562311840	PATIENT CARE	DE	NA
SF ENDOSCOPY CENTER
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	912160588	PATIENT CARE	CA	NA
PRESIDIO SURG CTR
1635 DIVISADERO	SAN FRANCISCO	CA	94115	320144060	PATIENT CARE	CA	NA
SUT FAIRFIELD SURG
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	300233892	PATIENT CARE	CA	NA
SUT AMADOR SURG CTR
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	461398093	PATIENT CARE	CA	NA
ROSEVILLE ENDOSCOPY
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	870710513	PATIENT CARE	CA	NA
STANISLAUS SRG HOSP
1421 OAKDALE ROAD	MODESTO	CA	95355	911754157	PATIENT CARE	CA	NA
MEMORIAL MED BLDG 1
1800 COFFEE RD 76	MODESTO	CA	95355	770234236	OFFICE RENTAL	CA	NA
MAGNETIC IMAGING AF
2125 OAK GROVE ROAD	WALNUT CREEK	CA	94598	473696091	PATIENT CARE	CA	NA
ASC OPTRS - SNTA ROSA
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	263386169	CARE MANAGEME	CA	NA	false	$0
ASC OPTRS - SLO LLC
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	272673776	CARE MANAGEME	CA	NA
ICG CREDIT OPP FUND LP
11111 SANTA MONICA BLVD SUITE 2100	LOS ANGELES	CA	90025	814220441	INVESTMENTS	CA	NA
CARLSBAD SURG CTR
6121 PASEO DEL NORTE STE 100	CARLSBAD	CA	92011	201413484	PATIENT CARE	CA	NA
COAST CTR FOR ORTHO
3444 KEARNY VILLA ROAD	SAN DIEGO	CA	92123	330839637	PATIENT CARE	CA	NA
OTAY LAKES SURG CTR
955 LANE AVE SUITE 100	CHULA VISTA	CA	91914	200794766	PATIENT CARE	CA	NA
MADISON INTL GLOBAL
410 PARK AVENUE	NEW YORK	NY	10022	981310251	INVESTMENTS	NY	NA
DIVISADERO HOLDINGS LLC
1635 DIVISADERO	SAN FRANCISCO	CA	94115	320621050	Outpatient surg	CA	NA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd
SUTTER HEALTH DEFERRED COMP PLANS' TRUST
2200 RIVER PLAZA DRIVE	SACRAMENTO	CA	95833	276851989	RABBI TRUST	CA	NA	TRUST	Yes (true)
NORTHWOOD EUROPE TE FEEDER LP
1819 WAZEE ST 2ND FLOOR	DENVER	CO	90202	981272216	HOLDING COMPA		NA	C CORP	Yes (true)	CJ
CHARITABLE REMAINDER TRUSTS (7)
C/O SH TAX 2200 RIVER PLAZA DR	SACRAMENTO	CA	95833		CHARITABLE TRUST	CA	NA	TRUST	Yes (true)
Lyxsop Segregated Portfolio 1
					InVESTMENT		NA	C corp	Yes (true)	CJ	PO box 10008	Willow House Cricket Square	grand cayman	CJ	KY1-10001
Lyxsop Segregated Portfolio 2
					INVESTMENT		NA	c corp	Yes (true)	CJ	PO box 10008	Willow House Cricket Square	grand cayman	CJ	KY1-10001
AQR REAL RETURN OFFSHORE FUND LP
				980700570	INVESTMENT		NA	c corp	Yes (true)	CJ	89 NEXUS WAY	CAMANA BAY	GRAND CAYMAN	CJ	KY1-9009

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

Transactions Related Org TransactionsRelatedOrgGrp (16 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Sutter Health Plan
Q	$60,434,096	FMV
Sutter Insurance Services Corporation
P	$7,793,260	FMV
California Pacific Medical Center Foundation
C	$834,019	FMV
California Pacific Medical Center Foundation
K	$446,829	FMV
East Bay Perinatal Center
Q	$136,320	FMV
Mills-Peninsula Hospital Foundation
Q	$220,122	FMV
Mills-Peninsula Hospital Foundation
C	$233,478	FMV
Sutter Bay Hospitals
P	$7,485,768	FMV
Sutter Bay Hospitals
R	$14,731,709	FMV
Sutter Bay Hospitals
B	$1,183,272	FMV
Sutter Bay Hospitals
K	$9,359,657	FMV
Sutter Bay Hospitals
C	$204,593	FMV
Sutter Bay Hospitals
J	$846,792	FMV
Sutter Valley Medical Foundation
R	$669,861	FMV
Sutter Visiting Nurse Association and Hospice
R	$157,929	FMV
Sutter Visiting Nurse Association and Hospice
J	$161,896	FMV