SAMUEL MERRITT UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL MERRITT UNIVERSITY (EIN 94-2992642)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-05
- IRS object ID
- 201633109349300603
- Schema version
- 2015v2.1
- 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 E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-05T09:48:11-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 4370 LA JOLLA VILLAGE DR STE 500 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942992642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL MERRITT UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GREG GINGRAS | InCareOfNm |
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 9162866665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 30TH STREET SUITE 2840 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG GINGRAS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2016-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA HEISKALA | PreparerPersonNm |
| PTIN | P00649485 | PTIN |
| Phone | 8585357200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHARON DIAZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 30TH STREET SUITE 2701 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $71,081,066 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAMUELMERRITT.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 926 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,541,108 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,889,425 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $62,823,306 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $65,721,077 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,750,453 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,410,021 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,019 | PYOtherRevenueAmt |
| CY Other Revenue | $15,132 | CYOtherRevenueAmt |
| PY Total Revenue | $71,124,886 | PYTotalRevenueAmt |
| CY Total Revenue | $71,035,655 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,010,349 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,655,139 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $40,715,225 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,647,915 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $565,543 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,312,674 | PYOtherExpensesAmt |
| CY Other Expenses | $19,349,669 | CYOtherExpensesAmt |
| PY Total Expenses | $58,038,248 | PYTotalExpensesAmt |
| CY Total Expenses | $67,652,723 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,086,638 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,382,932 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $200,607,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $201,858,679 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,459,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,182,493 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $164,147,641 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $161,676,186 | 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 | $56,660,788 | ExpenseAmt |
| Grant | $4,655,139 | GrantAmt |
| Revenue | $65,721,077 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $56,660,788 | 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 | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | 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 | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 211 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 926 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | false | InvestmentInJointVentureInd |
| 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 | GREG GINGRAS | PersonNm |
| Phone | 5108691588 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 30TH STREET SUITE 2840 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94609 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 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 | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID BRADLEY | |||||||||
| REGION PRESIDENT EBR (PT YR) | 1.0 | 40.0 | Yes (X) | $0 | $2,095,300 | $225,863 | |||
| MARY BROWN | |||||||||
| REGENT (PART YEAR) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN BROWN | |||||||||
| REGENT/CHAIR (PART YEAR) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SHARON DIAZ | |||||||||
| PRESIDENT & REGENT SMU | 40.0 | 0.0 | Yes (X) | $0 | $600,509 | $78,671 | Yes (X) | ||
| THOMAS G DRESE | |||||||||
| REGENT/CHAIR (PART YEAR) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID FREY | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| OWEN GARRICK | |||||||||
| REGENT/VICE CHAIR (PT YR) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JEFF GERARD | |||||||||
| PRESIDENT, SH BAY AREA | 1.0 | 0.0 | Yes (X) | $0 | $1,503,468 | $414,818 | |||
| CORNELIUS L HOPPER | |||||||||
| REGENT (PART YEAR) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TEH-WEI HU | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LLOYD LEANSE | |||||||||
| REGENT/CHAIR F&P (PART YEAR) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ALVIN MCLEAN JR | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GARY MORRISON | |||||||||
| REGENT (PART YEAR) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT E PETERS | |||||||||
| REGENT/CHAIR F&P (PART YEAR) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHARLES PROSPER | |||||||||
| CEO, ABSMC | 1.0 | 40.0 | Yes (X) | $0 | $799,456 | $230,329 | |||
| MARILYN M SNIDER | |||||||||
| REGENT/VICE CHAIR (PT YR) | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN SWARTZBERG | |||||||||
| REGENT | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| GREG BROWN | |||||||||
| SECRETARY, VP EAST BAY COUNSEL | 1.0 | 40.0 | $0 | $478,623 | $97,354 | Yes (X) | |||
| GREG GINGRAS | |||||||||
| CFO SAMUEL MERRITT UNIVERSITY | 40.0 | 0.0 | $0 | $291,068 | $34,270 | Yes (X) | |||
| AUDREY BERMAN | |||||||||
| DEAN SCHOOL OF NURSING SMU | 40.0 | 0.0 | $276,683 | $0 | $32,061 | Yes (X) | |||
| MARC CODE | |||||||||
| PROGRAM DIRECTOR | 40.0 | 0.0 | $251,426 | $0 | $24,316 | Yes (X) | |||
| SCOT FOSTER | |||||||||
| ACADEMIC VP & PROVOST SMU | 40.0 | 0.0 | $326,383 | $0 | $25,248 | Yes (X) | |||
| JOHN GARTEN-SHUMAN | |||||||||
| VP ENRLMNT/STUDENT SVCS (PTYR) | 40.0 | 0.0 | $188,797 | $0 | $11,090 | Yes (X) | |||
| TERRENCE NORDSTROM | |||||||||
| VP ENRLMNT/STUDENT SVCS (PTYR) | 40.0 | 0.0 | $229,261 | $0 | $23,087 | Yes (X) | |||
| JOHN VENSON DPM | |||||||||
| DEAN SCHOOL PODIATRIC MEDICINE | 40.0 | 0.0 | $259,053 | $0 | $33,671 | Yes (X) | |||
| PENNY BAMFORD | |||||||||
| ASSISTANT ACADEMIC VP | 40.0 | 0.0 | $200,173 | $0 | $28,511 | Yes (X) | |||
| NANCY HAUGEN | |||||||||
| ASSOCIATE DEAN | 40.0 | 0.0 | $210,219 | $0 | $27,480 | Yes (X) | |||
| JOSEPH JANAKES | |||||||||
| ASSISTANT PROFESSOR | 40.0 | 0.0 | $202,018 | $0 | $33,191 | Yes (X) | |||
| ARLENE SARGENT | |||||||||
| ASSOCIATE DEAN | 40.0 | 0.0 | $217,865 | $0 | $27,788 | Yes (X) | |||
| CELESTE VILLANUEVA | |||||||||
| DIR SCIENCE SIMULATION CT | 40.0 | 0.0 | $217,956 | $0 | $27,358 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,579,834 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,768,424 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,375,106 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 126 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 |
|---|---|---|---|---|---|
| QUEST MEDIA AND SUPPLIES INC | |||||
| 5822 ROSEVILLE ROAD | SACRAMENTO | CA | 95842 | IT SERVICES | $636,015 |
| TOWERS WATSON DELAWARE INC | |||||
| 28025 NETWORK PLACE | CHICAGO | IL | 606731280 | BENEFITS CONSULTING | $581,339 |
| SYNERGIS EDUCATION INC | |||||
| 1201 SO ALMA SCHOOL RD STE 9500 | MESA | AZ | 85210 | ACADEMIC CONSULTING | $509,857 |
| LYON MEDICAL CONSTRUCTION INC | |||||
| 100 NORTH HILL DRIVE STE 52 | BRISBANE | CA | 94005 | CONSTRUCTION SRVCS | $421,771 |
| ELSEVIER INC | |||||
| PO BOX 9533 | NEW YORK | NY | 100879533 | ACADEMIC CONSULTING | $351,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $534,840 | GovernmentGrantsAmt |
| All Other Contributions | $1,354,585 | AllOtherContributionsAmt |
| Noncash Contributions | $12,989 | NoncashContributionsAmt |
| Total Contributions | $1,889,425 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & OTHER | Desc |
| Business | 611420 | BusinessCd |
| Total Revenue Column | $65,721,077 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,721,077 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $65,721,077 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,410,021 | TotalRevenueColumnAmt |
| Exclusion | $3,410,021 | 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 | $27,806 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,669 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$4,863 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,863 | TotalRevenueColumnAmt |
| Exclusion | -$4,863 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,737 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $12,742 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,995 | TotalRevenueColumnAmt |
| Exclusion | $19,995 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71,035,655 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,721,077 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,425,153 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,655,139 | TotalAmt |
| Program Services | $4,655,139 | 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 | $3,878,152 | TotalAmt |
| Management And General | $3,878,152 | ManagementAndGeneralAmt |
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 | $28,186,285 | TotalAmt |
| Program Services | $27,842,642 | ProgramServicesAmt |
| Management And General | $20,075 | ManagementAndGeneralAmt |
| Fundraising | $323,568 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,777,187 | TotalAmt |
| Program Services | $1,522,966 | ProgramServicesAmt |
| Management And General | $229,055 | ManagementAndGeneralAmt |
| Fundraising | $25,166 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,334,208 | TotalAmt |
| Program Services | $6,368,317 | ProgramServicesAmt |
| Management And General | $891,623 | ManagementAndGeneralAmt |
| Fundraising | $74,268 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,472,083 | TotalAmt |
| Program Services | $2,146,518 | ProgramServicesAmt |
| Management And General | $300,532 | ManagementAndGeneralAmt |
| Fundraising | $25,033 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,764 | TotalAmt |
| Program Services | $200,623 | ProgramServicesAmt |
| Management And General | $376,196 | ManagementAndGeneralAmt |
| Fundraising | $78,945 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,327 | TotalAmt |
| Management And General | $322,327 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,553 | TotalAmt |
| Management And General | $113,553 | 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 | $250,061 | TotalAmt |
| Management And General | $250,061 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,457 | TotalAmt |
| Program Services | $508,457 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,651 | TotalAmt |
| Program Services | $15,169 | ProgramServicesAmt |
| Management And General | $142,482 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $920,222 | TotalAmt |
| Program Services | $304,680 | ProgramServicesAmt |
| Management And General | $587,201 | ManagementAndGeneralAmt |
| Fundraising | $28,341 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,700 | TotalAmt |
| Program Services | $377,700 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,308,442 | TotalAmt |
| Program Services | $5,308,442 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,516 | TotalAmt |
| Program Services | $453,368 | ProgramServicesAmt |
| Management And General | $82,833 | ManagementAndGeneralAmt |
| Fundraising | $3,315 | 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 | $111,924 | TotalAmt |
| Program Services | $15,963 | ProgramServicesAmt |
| Management And General | $95,791 | ManagementAndGeneralAmt |
| Fundraising | $170 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,774,711 | TotalAmt |
| Program Services | $1,466,429 | ProgramServicesAmt |
| Management And General | $308,282 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,577 | TotalAmt |
| Program Services | $136,647 | ProgramServicesAmt |
| Management And General | $162,930 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PURCHASED SERVICES | $4,134,560 | $2,092,152 | $2,041,144 | $1,264 |
| OTHER DIRECT EXPENSES | $2,184,598 | $2,184,598 | ||
| MEDICAL SUPPLIES | $578,440 | $578,440 | ||
| DUES & SUBSCRIPTIONS | $255,687 | $167,730 | $82,484 | $5,473 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $856,479 | TotalAmt |
| Program Services | $314,808 | ProgramServicesAmt |
| Management And General | $541,671 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,652,723 | TotalAmt |
| Program Services | $56,660,788 | ProgramServicesAmt |
| Management And General | $10,426,392 | ManagementAndGeneralAmt |
| Fundraising | $565,543 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200 | BOYAmt |
| EOY | $2,200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,657,007 | BOYAmt |
| EOY | $24,851,681 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $733,712 | BOYAmt |
| EOY | $792,217 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $946,727 | BOYAmt |
| EOY | $868,736 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,631,224 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,552,709 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,059,462 | BOYAmt |
| EOY | $8,078,515 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,699,170 | BOYAmt |
| EOY | $140,193,247 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,509,313 | BOYAmt |
| EOY | $27,072,083 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,607,591 | BOYAmt |
| EOY | $201,858,679 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,107,366 | BOYAmt |
| EOY | $8,630,595 | 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 | $21,407,857 | BOYAmt |
| EOY | $22,503,758 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $8,944,727 | BOYAmt |
| EOY | $9,048,140 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,459,950 | BOYAmt |
| EOY | $40,182,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,658,465 | BOYAmt |
| EOY | $107,430,712 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,807,018 | BOYAmt |
| EOY | $25,433,183 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,682,158 | BOYAmt |
| EOY | $28,812,291 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,147,641 | BOYAmt |
| EOY | $161,676,186 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,607,591 | BOYAmt |
| EOY | $201,858,679 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,382,932 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$6,572,160 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $717,773 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,060,129 | BeginningYearBalanceAmt |
| Contributions | $1,136,584 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,022,962 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,864,093 | GrantsOrScholarshipsAmt |
| End Year Balance | $43,309,658 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,320,371 | BeginningYearBalanceAmt |
| Contributions | $314,692 | ContributionsAmt |
| Investment Earnings Or Losses | $1,013,264 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,588,198 | GrantsOrScholarshipsAmt |
| End Year Balance | $46,060,129 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,881,996 | BeginningYearBalanceAmt |
| Contributions | $5,138,826 | ContributionsAmt |
| Investment Earnings Or Losses | $193,235 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $893,686 | GrantsOrScholarshipsAmt |
| End Year Balance | $46,320,371 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,651,049 | BeginningYearBalanceAmt |
| Contributions | $141,688 | ContributionsAmt |
| Investment Earnings Or Losses | $5,733,729 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,644,470 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,881,996 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,105,749 | BeginningYearBalanceAmt |
| Contributions | $224,351 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,906,319 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,749,462 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,270 | OtherExpendituresAmt |
| End Year Balance | $37,651,049 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02080 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31400 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,993,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,161,661 | DepreciationAmt |
| Book Value | $3,831,557 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,586,275 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,391,048 | DepreciationAmt |
| Book Value | $3,195,227 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,051,731 | OtherCostOrOtherBasisAmt |
| Book Value | $1,051,731 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,078,515 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TUITION RECEIVABLE | $20,507,529 |
| STUDENT LOANS RECEIVABLE | $4,190,030 |
| NOTES RECEIVABLE | $1,421,869 |
| OTHER RECEIVABLES | $867,162 |
| OTHER ASSETS | $85,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $27,072,083 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL STUDENT LOAN FUNDS | $8,781,721 |
| INSURANCE LIABILITIES | $266,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,048,140 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $60,524,361 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,046,391 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $45,411 | OtherRevenueAmt |
| Revenue Not Reported | -$4,000,980 | RevenueNotReportedAmt |
| Revenue Subtotal | $64,525,341 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $250,061 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6,260,253 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,510,314 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $71,035,655 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $60,720,024 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $45,411 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $45,411 | ExpensesNotReportedAmt |
| Expenses Subtotal | $60,674,613 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $250,061 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,728,049 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,978,110 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $67,652,723 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS THE MAJORITY OF THE ENDOWMENT FUNDS OF THE UNIVERSITY HAVE BEEN ESTABLISHED AS SCHOLARSHIPS FOR STUDENTS ATTENDING STUDYING CURRICULA. THERE ARE A FEW EXCEPTIONS: A) AN ENDOWMENT THAT WAS ESTABLISHED FOR THE DEVELOPMENT AND ADVANCEMENT OF THE PODIATRIC MEDICINE CURRICULUM; B) A SEPARATE ENDOWMENT THAT WAS ESTABLISHED FOR THE IMPROVEMENT AND EXPANSION OF THE SAMUEL MERRITT UNIVERSITY LIBRARY; C) A QUASI ENDOWMENT WAS ESTABLISHED BY THE BOARD OF REGENTS IN THE NAME OF DR. SHARON C. DIAZ AFTER RECEIVING A $675,000 DONATION FROM OUR PARENT ORGANIZATION, ALTA BATES SUMMIT MEDICAL CENTER; AND D) AN ENDOWMENT THAT WAS ESTABLISHED FOR THE IMPROVEMENT, EXPANSION AND SUPPORT OF THE SCHOOL OF NURSING. |
| SCHEDULE D, PART X, LINE 2 | ASC 740 (FIN48) FOOTNOTE FROM AUDIT 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 MOST AFFILIATES HAVE BEEN DETERMINED TO BE EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, (PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3)), AND THE CALIFORNIA FRANCHISE TAX BOARD (PURSUANT TO CALIFORNIA REVENUE AND TAXATION CODE 23701(D)) 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. SUTTER RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. AT DECEMBER 31, 2015 AND 2014, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. |
| SCHEDULE D, PART XI, LINE 2D | RECONCILIATION - OTHER ITEMS RENTAL EXPENSE 32,669 SPECIAL EVENT EXPENSE 12,742 ------- TOTAL 45,411 ======= |
| SCHEDULE D, PART XI, LINE 4B | RECONCILIATION - OTHER ITEMS SCHOLARSHIPS 5,137,550 MISC RECLASS 1,683,518 --------- TOTAL 6,821,068 ========= |
| SCHEDULE D, PART XII, LINE 2D | RECONCILIATION - OTHER ITEMS RENTAL EXPENSE 32,669 SPECIAL EVENT EXPENSE 12,742 ------ TOTAL 45,411 ====== |
| SCHEDULE D, PART XII, LINE 4B | RECONCILIATION - OTHER ITEMS SCHOLARSHIPS 5,137,550 MISC RECLASS 1,590,499 --------- TOTAL 6,728,049 ========= |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THROUGH BROCHURES, APPLICATIONS AND NEWSPAPER ADVERTISEMENTS. |
| SCHEDULE E, PART I, LINE 6A | SAMUEL MERRITT UNIVERSITY RECEIVES GOVERNMENT AID THROUGH FEDERAL STUDENT AID PROGRAMS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SURG SYMPOSIUM | Event1Nm |
| Gross Receipts Event1 | $12,320 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $12,320 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $1,270 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,229 | OtherDirectExpensesEvent1Amt |
| Event2 | WOUND CARE | Event2Nm |
| Gross Receipts Event2 | $11,160 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $11,160 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $605 | FoodAndBeverageEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $9,257 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $9,257 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $8,883 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $755 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $32,737 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $32,737 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $10,758 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,984 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,742 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $19,995 | NetIncomeSummaryAmt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 30TH STREET STE 2877 | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94609 | ZIPCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (11 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| CSPM MERRITT SCHOLARSHIP | 30 | $150,000 |
| DEAN SCHOLARSHIP | 59 | $322,487 |
| DIAZ SC SCHOLARSHIP | 16 | $32,950 |
| THE HOPE SCHOLARSHIP | 161 | $526,885 |
| INSTITUTIONAL NEEDS BASED | 9 | $10,000 |
| PRESIDENT PODIATRY SCHOLARSHIP | 43 | $352,500 |
| REGENTS SCHOLARSHIP | 16 | $176,669 |
| SAMUEL MERRITT SCHOLARSHIP | 454 | $1,463,500 |
| SUTTER EAST BAY HOSPITALS SCHOLARSHIP | 29 | $174,000 |
| SPECIAL PURPOSE SCHOLARSHIP | 226 | $395,065 |
| ENDOWMENT FUND SCHOLARSHIP | 408 | $1,051,083 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | STUDENT FINANCIAL AID APPLICATIONS ARE REVIEWED ANNUALLY IN ORDER TO ENSURE GRANT FUNDS ARE AWARDED APPROPRIATELY BASED ON THE INDIVIDUAL AWARD CRITERIA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID BRADLEY | ||||||||||||||
| REGION PRESIDENT EBR (PT YR) | $0 | $651,755 | $0 | $1,347,536 | $0 | $96,009 | $0 | $217,742 | $0 | $8,121 | $0 | $2,321,163 | $0 | $431,393 |
| SHARON DIAZ | ||||||||||||||
| PRESIDENT & REGENT SMU | $0 | $438,049 | $0 | $106,342 | $0 | $56,118 | $0 | $64,592 | $0 | $14,079 | $0 | $679,180 | $0 | $44,700 |
| JEFF GERARD | ||||||||||||||
| PRESIDENT, SH BAY AREA | $0 | $763,104 | $0 | $627,231 | $0 | $113,133 | $0 | $394,192 | $0 | $20,626 | $0 | $1,918,286 | $0 | $406,467 |
| CHARLES PROSPER | ||||||||||||||
| CEO, ABSMC | $0 | $476,394 | $0 | $284,167 | $0 | $38,895 | $0 | $208,342 | $0 | $21,987 | $0 | $1,029,785 | $0 | $169,575 |
| GREG BROWN | ||||||||||||||
| SECRETARY, VP EAST BAY COUNSEL | $0 | $324,794 | $0 | $147,062 | $0 | $6,767 | $0 | $80,642 | $0 | $16,712 | $0 | $575,977 | $0 | $36,813 |
| GREG GINGRAS | ||||||||||||||
| CFO SAMUEL MERRITT UNIVERSITY | $0 | $246,437 | $0 | $34,234 | $0 | $10,397 | $0 | $22,217 | $0 | $12,053 | $0 | $325,338 | $0 | $9,800 |
| AUDREY BERMAN | ||||||||||||||
| DEAN SCHOOL OF NURSING SMU | $265,373 | $0 | $0 | $0 | $11,310 | $0 | $13,792 | $0 | $18,269 | $0 | $308,744 | $0 | $0 | $0 |
| MARC CODE | ||||||||||||||
| PROGRAM DIRECTOR | $216,953 | $0 | $0 | $0 | $34,473 | $0 | $13,074 | $0 | $11,242 | $0 | $275,742 | $0 | $0 | $0 |
| SCOT FOSTER | ||||||||||||||
| ACADEMIC VP & PROVOST SMU | $278,994 | $0 | $39,784 | $0 | $7,605 | $0 | $13,792 | $0 | $11,456 | $0 | $351,631 | $0 | $0 | $0 |
| JOHN GARTEN-SHUMAN | ||||||||||||||
| VP ENRLMNT/STUDENT SVCS (PTYR) | $7,552 | $0 | $16,899 | $0 | $164,346 | $0 | $9,817 | $0 | $1,273 | $0 | $199,887 | $0 | $0 | $0 |
| TERRENCE NORDSTROM | ||||||||||||||
| VP ENRLMNT/STUDENT SVCS (PTYR) | $216,230 | $0 | $0 | $0 | $13,031 | $0 | $11,922 | $0 | $11,165 | $0 | $252,348 | $0 | $0 | $0 |
| JOHN VENSON DPM | ||||||||||||||
| DEAN SCHOOL PODIATRIC MEDICINE | $246,620 | $0 | $0 | $0 | $12,433 | $0 | $13,471 | $0 | $20,200 | $0 | $292,724 | $0 | $0 | $0 |
| PENNY BAMFORD | ||||||||||||||
| ASSISTANT ACADEMIC VP | $198,306 | $0 | $0 | $0 | $1,867 | $0 | $10,409 | $0 | $18,102 | $0 | $228,684 | $0 | $0 | $0 |
| NANCY HAUGEN | ||||||||||||||
| ASSOCIATE DEAN | $209,835 | $0 | $0 | $0 | $384 | $0 | $10,931 | $0 | $16,549 | $0 | $237,699 | $0 | $0 | $0 |
| JOSEPH JANAKES | ||||||||||||||
| ASSISTANT PROFESSOR | $202,018 | $0 | $0 | $0 | $0 | $0 | $10,505 | $0 | $22,686 | $0 | $235,209 | $0 | $0 | $0 |
| ARLENE SARGENT | ||||||||||||||
| ASSOCIATE DEAN | $205,832 | $0 | $0 | $0 | $12,033 | $0 | $11,329 | $0 | $16,459 | $0 | $245,653 | $0 | $0 | $0 |
| CELESTE VILLANUEVA | ||||||||||||||
| DIR SCIENCE SIMULATION CT | $215,963 | $0 | $0 | $0 | $1,993 | $0 | $11,334 | $0 | $16,024 | $0 | $245,314 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | TAX INDEMNIFICATION: STANDARD POLICY FOR ALL SUTTER HEALTH EMPLOYEES IS THAT NON-CASH GIFTS AND AWARDS ARE GROSSED-UP FOR TAX PURPOSES. THE AMOUNT OF THE GROSS-UP IS ADDED TO THE EMPLOYEES WAGES AND TAXED ACCORDINGLY. |
| 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 "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTERS EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATIONS 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 JOHN GARTEN-SHUMAN RECEIVED SEVERANCE PAYMENT OF $153,077 DURING THE YEAR. |
| 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 HEALTHS 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. SUTTERS PLANS ARE DESIGNED CONSISTENT WITH COMPETITIVE INDUSTRY PRACTICES. THE RETIREMENT PLAN FOR SUTTER HEALTH EMPLOYEES IS A COMBINATION OF SOCIAL SECURITY, 403(B) EMPLOYER MATCH CONTRIBUTIONS AND QUALIFIED PLAN BENEFITS. SUTTER HEALTH EXECUTIVES ARE GENERALLY INELIGIBLE FOR EMPLOYER MATCH CONTRIBUTIONS. ADDITIONALLY, QUALIFIED PLAN BENEFITS CAPS HAVE THE EFFECT OF SUBSTANTIALLY REDUCING RETIREMENT BENEFITS THAT ARE OTHERWISE PROVIDED TO ALL EMPLOYEES. THE EFFECT IS THAT EXECUTIVES OFTEN DO NOT RECEIVE THE SAME LEVEL OF RETIREMENT BENEFIT ON AN INCOME REPLACEMENT BASIS AS OTHER EMPLOYEES. TO ENSURE A COMPETITIVE RETIREMENT BENEFIT AND TO ADDRESS THE SHORTFALLS DESCRIBED ABOVE, SUTTER HEALTH MAKES AN ANNUAL CONTRIBUTION TO A NON-QUALIFIED 457(F) PLAN FOR ITS EXECUTIVES. THE FORMULA HAS TWO PARTS: (1) 4% TO 7% OF BASE SALARY (COMMENSURATE WITH MANAGEMENT LEVEL), PLUS (2) A CONTRIBUTION STARTING AT 5% (BASED UPON TENURE) FOR ELIGIBLE EARNINGS BEYOND THE IRS DEFINITION OF INCLUDIBLE COMPENSATION ("PENSION PAY CAP"). THE LATTER OF WHICH IS DESIGNED TO HELP RESTORE LOST PENSION BENEFITS FORFEITED UNDER THE QUALIFIED PLAN FOR EARNINGS OVER THE PENSION PAY CAP LIMIT. 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 HEALTHS QUALIFIED PLAN WHERE EMPLOYEE BENEFITS ARE GUARANTEED (I.E., A DEFINED BENEFIT), SUTTERS NON-QUALIFIED PLAN BENEFITS ARE NOT GUARANTEED BY SUTTER HEALTH. INVESTMENT RISK IS BORNE BY PARTICIPANTS AND BENEFITS ARE NOT PROTECTED SHOULD SUTTER HEALTH BECOME INSOLVENT. |
| SCHEDULE J, PART I, LINE 7 | NON-FIXED PAYMENTS: SPOT AWARDS ARE INFREQUENTLY USED TO REWARD EMPLOYEES. THERE ARE NO SPECIFIC GUIDELINES FOR THE AMOUNT OF THE SPOT AWARD BUT THE AMOUNT TENDS TO NOT EXCEED 5% TO 10% 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, REGION, AND SYSTEM-WIDE OBJECTIVES THAT DRIVE OVERALL ORGANIZATION PERFORMANCE. A PORTION OF THE PLAN AWARD IS DISCRETIONARY IN THAT THE SUPERVISOR MAY ADD UP TO 5% TO THE AWARD PROVIDED THE TOTAL AWARD (FORMULA PORTION PLUS DISCRETIONARY) DOES NOT EXCEED THE MAXIMUM ESTABLISHED FOR ANY GIVEN EXECUTIVE. LONG TERM PERFORMANCE PLANS SUTTER HEALTH ALSO EMPLOYS LONG TERM PERFORMANCE PLANS WHICH ARE DESIGNED TO FOCUS ON LONGER TERM STRATEGIC OBJECTIVES OF THE ORGANIZATION. SUTTERS LONG TERM PERFORMANCE PLAN APPROACH IS A COMBINATION OF BOTH LONGER TERM MEASURES OF ORGANIZATION SUCCESS AND KEY ORGANIZATION STRATEGIES WHICH REQUIRE THE COMBINED EFFORT OF ALL LEADERSHIP TO ACHIEVE SUCCESS. SUTTER USES A COMMON FATE APPROACH IN THAT ALL PLAN PARTICIPANTS ARE MEASURED AGAINST THE SAME, ORGANIZATION-WIDE CRITERIA VS. INDIVIDUAL EFFORTS. THIS FOSTERS A COMMON PURPOSE ACROSS LEADERSHIP AND A SHARED SENSE OF ACCOUNTABILITY FOR THE OVERALL SUCCESS OF SUTTER HEALTH. TO ENSURE THAT EXTRAORDINARY EFFORTS BY INDIVIDUALS CAN BE RECOGNIZED AND THAT ACTIONS OF LEADERSHIP ARE CONSISTENT WITH SUPPORTING SUTTER HEALTHS OVERALL MISSION, VISION, AND VALUES, SUTTERS LONG TERM INCENTIVE PLAN APPROACH ALSO INCORPORATES A COMBINATION OF CEO AND SUTTER HEALTH COMPENSATION COMMITTEE DISCRETION. IN SOME CASES, THE SUTTER HEALTH COMPENSATION COMMITTEE HAS DELEGATED AUTHORITY TO THE PRESIDENT & CEO TO MODIFY INDIVIDUAL AWARDS WITHIN LIMITS THAT HAVE BEEN PRE-APPROVED BY THE SUTTER HEALTH COMPENSATION COMMITTEE. THIS INCLUDES BOTH THE REDUCTION AND INCREASE OF AWARD AMOUNTS. SUCH MODIFICATIONS GENERALLY DO NOT EXCEED +/- 20% AND ARE EMPLOYED JUDICIOUSLY. IN ALL CASES, THE COMPENSATION COMMITTEE OF THE BOARD DETERMINES ACHIEVEMENT OF ORGANIZATION GOALS AND MAKES FINAL AWARD DETERMINATION WHICH MAY RESULT IN A REDUCTION OF AWARD IF APPROPRIATE. ALL SENIOR EXECUTIVE AWARDS ARE REVIEWED FOR COMPENSATION REASONABLENESS AND APPROVED PRIOR TO PAYMENT BY THE COMPENSATION COMMITTEE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 AND PART III, LINE 1 | MISSION STATEMENT SAMUEL MERRITT UNIVERSITY EDUCATES STUDENTS TO BECOME HIGHLY SKILLED AND COMPASSIONATE HEALTH CARE PROFESSIONALS WHO POSITIVELY TRANSFORM THE EXPERIENCE OF CARE IN DIVERSE COMMUNITIES. |
| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACCOMPLISHMENTS SAMUEL MERRITT UNIVERSITY, ORIGINALLY FOUNDED IN 1909, IS A FULLY ACCREDITED HEALTH SCIENCES INSTITUTION LOCATED IN OAKLAND, CALIFORNIA WITH LOCAL LEARNING CENTERS IN SACRAMENTO AND SAN MATEO. VALUES: A LEARNING ENVIRONMENT WHERE WE CHALLENGE OURSELVES AND OUR STUDENTS TO THINK CRITICALLY, SEEK MASTERY AND ACT COMPASSIONATELY. A COLLEGIAL ENVIRONMENT WHERE WE ARE FAIR, RESPECTFUL AND BEHAVE WITH INTEGRITY. A COLLABORATIVE ENVIRONMENT WHERE WE PARTNER WITH ONE ANOTHER AND WITH OTHERS IN THE COMMUNITY. AN INNOVATIVE ENVIRONMENT WHERE WE TAKE REASONED RISKS AND MOVE NIMBLY. A RESULTS-ORIENTED ENVIRONMENT WHERE WE PROVIDE AND EXPECT EXCEPTIONAL PERFORMANCE AND SERVICE. PROGRAMS UNDERGRADUATE DEGREE PROGRAM: THE UNIVERSITY OFFERS A BACHELOR'S OF SCIENCE IN NURSING (BSN). IN ADDITION, SMU OFFERS AN ACCELERATED BACHELOR'S OF SCIENCE IN NURSING (ABSN). GRADUATE DEGREE PROGRAMS - MASTER'S LEVEL: SMU OFFERS THREE ENTRY-LEVEL MASTER'S DEGREE PROGRAMS: MASTER OF OCCUPATIONAL THERAPY, MASTER OF SCIENCE IN NURSING, AND MASTER PHYSICIAN ASSISTANT. POST-PROFESSIONAL GRADUATE DEGREES IN NURSING INCLUDE PROGRAMS IN NURSE ANESTHESIA (CRNA), CASE MANAGEMENT AND FAMILY NURSE PRACTITIONER. GRADUATE DEGREE PROGRAMS - DOCTORAL LEVEL: THE UNIVERSITY OFFERS THREE DOCTORAL DEGREES: DOCTOR OF PODIATRIC MEDICINE, DOCTOR OF PHYSICAL THERAPY, AND DOCTOR OF NURSING PRACTICE. FACULTY AND STUDENTS (FALL 2015) NUMBER OF FULL-TIME FACULTY: 140 STUDENT/FACULTY CLINICAL RATIO: 8.0 TO 1 SAMUEL MERRITT STUDENTS: TOTAL STUDENTS: 1593 UNDERGRADUATE STUDENTS: 556 GRADUATE STUDENTS: 1037 MEN: 26 % / WOMEN: 74% CLINICAL PARTNERS: OVER 1100 IN THE BAY AREA AND U.S. ACCREDITATION: REGIONAL ACCREDITATION: WASC SENIOR COLLEGE AND UNIVERSITY COMMISSION (WSCUC). SPECIALIZED ACCREDITATION: ACCREDITATION REVIEW COMMISSION ON EDUCATION FOR THE PHYSICIAN ASSISTANT, ACCREDITATION COUNCIL FOR OCCUPATIONAL THERAPY EDUCATION, COMMISSION ON ACCREDITATION IN PHYSICAL THERAPY EDUCATION, COUNCIL ON ACCREDITATION OF NURSE ANESTHESIA EDUCATIONAL PROGRAMS, COMMISSION ON COLLEGIATE NURSING EDUCATION, COUNCIL ON PODIATRIC MEDICAL EDUCATION, BOARD OF REGISTERED NURSING. FACILITIES: INSTRUCTIONAL FACILITIES 250-SEAT FONTAINE AUDITORIUM; JOHN A. GRAZIANO MEMORIAL LIBRARY INCLUDING STUDY ROOMS AND COMPUTER LABS; MOTION ANALYSIS RESOURCE CENTER (MARC). OTHER LABORATORIES INCLUDE THERAPEUTIC EXERCISE, EXERCISE PHYSIOLOGY, OCCUPATIONAL THERAPY, ANATOMY, NURSING, PODIATRIC MEDICINE, BIOMECHANICS, PHYSICAL DIAGNOSIS AND HEALTH SCIENCES SIMULATION CENTER (HSSC). OTHER FACILITIES STUDENT LOUNGES, STUDY SPACE AND EXERCISE FACILITIES. |
| FORM 990, PART VI, LINE 1A | EXECUTIVE COMMITTEE: THE SAMUEL MERRITT UNIVERSITY EXECUTIVE COMMITTEE SHALL CONSIST OF THE CORPORATION'S CHAIR WHO SHALL SERVE AS CHAIR OF THE COMMITTEE, THE VICE CHAIR, THE CHAIR OF THE FINANCE AND PLANNING COMMITTEE, THE PRESIDENT OF THE CORPORATION, AND THE PRESIDENT OF THE GENERAL MEMBER. THE EXECUTIVE COMMITTEE SHALL HAVE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD. FORM 990, PART VI, LINE 4 SIGNIFICANT BYLAW CHANGES - EFFECTIVE MAY 21, 2015 BOARD COMPOSITION CHANGES FORMER: THE BOARD OF REGENTS SHALL CONSIST OF BETWEEN 9 AND 20 REGENTS. REVISED: THE BOARD OF DIRECTORS SHALL CONSIST OF BETWEEN 11 AND 21 REGENTS. NEW: A MAJORITY OF THE BOARD OF REGENTS MUST BE INDEPENDENT. EX OFFICIO REGENTS, DESIGNATED REGENTS, OFFICERS AND EMPLOYEES OF SUTTER HEALTH AND AFFILIATES ARE NOT INDEPENDENT REGENTS. FORM 990, PART VI, LINE 6 & 7A DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS SUTTER EAST BAY HOSPITALS, FORMERLY KNOWN AS ALTA BATES SUMMIT MEDICAL CENTER IS THE SOLE MEMBER OF THIS CORPORATION WITH THE RIGHT TO ELECT AT LEAST A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, LINE 7B | DESCRIPTION CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS SUTTER EAST BAY HOSPITALS, FORMERLY KNOWN AS ALTA BATES SUMMIT MEDICAL CENTER, AS THE SOLE MEMBER OF THE ORGANIZATION IS ENTITLED TO EXERCISE FULLY ALL RIGHTS AND PRIVILEGES OF MEMBERS OF NONPROFIT CORPORATIONS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, AND ALL OTHER APPLICABLE LAWS. THE MEMBER HAS THE RIGHTS AND POWERS TO APPOINT (AND REMOVE) MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS, SUBJECT TO THE PROVISIONS OF THE BYLAWS. IN ADDITION, THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS OF THE CORPORATION'S BOARD OF DIRECTORS: (A) MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION OF THE CORPORATION; (B) CREATING A SUBSIDIARY ORGANIZATION; (C) AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; (D) APPROVAL OF ANNUAL OPERATING AND CAPITAL BUDGETS; (E) LONG-TERM OR MATERIAL AGREEMENTS 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 A DOLLAR AMOUNT TO BE DETERMINED FROM TIME TO TIME BY THE TRUSTEES OF THE MEMBER, WHICH SHALL NOT BE LESS THAN THE GREATER OF (I) FIFTY THOUSAND DOLLARS ($50,000) OR (II) TEN PERCENT (10%) OF THE TOTAL ANNUAL CAPITAL BUDGET OF THIS CORPORATION; (F) APPROVAL OF TRANSACTIONS OF THIS CORPORATION IN WHICH A REGENT OR OFFICER OF THIS CORPORATION HAS A MATERIAL FINANCIAL INTEREST; (G) APPOINTMENT OF THE CORPORATION'S INDEPENDENT AUDITORS AND LEGAL COUNSEL; (H) APPROVAL OF STRATEGIC PLANS. |
| FORM 990, PART VI, LINE 11B | DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR THE GOVERNING BODY TO REVIEW FORM 990 SUTTER HEALTH, A RELATED TAX-EXEMPT ORGANIZATION, 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. A COPY OF THE FORM 990 HAS BEEN PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING THE FORM. |
| FORM 990, PART VI, LINE 12 | DESCRIPTION OF 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 AND OFFICERS THAT INCLUDES AN ACKNOWLEDGEMENT THAT THEY HAVE READ THE CONFLICT OF INTEREST POLICY. ON THIS STATEMENT THE INDIVIDUAL WILL LIST A WIDE RANGE OF INFORMATION WHICH INCLUDES BUSINESS RELATIONSHIPS, EMPLOYMENT RELATIONSHIPS, PROPERTY INTERESTS, AND THOSE OF RELATED PARTIES. THE CEO AND BOARD CHAIR WILL REVIEW THE STATEMENTS AND MONITOR SITUATIONS THAT MAY POSE A POTENTIAL CONFLICT OF INTEREST. THE CEO AND BOARD CHAIR MAY CONSULT WITH THE OFFICE OF THE GENERAL COUNSEL AS NECESSARY. IF THERE IS A POTENTIAL CONFLICT OF INTEREST RELATED TO A PARTICULAR TRANSACTION, THE INTERESTED INDIVIDUAL MUST DISCLOSE THE EXISTENCE AND NATURE OF THE RELATIONSHIP. THE BOARD CHAIR MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE CONFLICT. UNTIL THE POTENTIAL CONFLICT IS RESOLVED, THE BOARD CHAIR MAY REQUEST THE INDIVIDUAL TO NOT PARTICIPATE DURING RELATED PRESENTATIONS AND DISCUSSIONS. IN ALL CIRCUMSTANCES INVOLVING AN ACTUAL CONFLICT, THE INTERESTED INDIVIDUAL SHALL REFRAIN FROM VOTING ON ANY MATTER RELATED TO THE TRANSACTION. |
| 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 ENSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. IN ORDER TO ENSURE EXTERNAL COMPETITIVENESS, NATIONAL, CALIFORNIA AND LOCAL MARKET AREA COMPENSATION DATA COMPARISONS ARE REVIEWED. COMPETITIVE ANALYSIS INCLUDES: (A) BASE SALARY, (B) TOTAL CASH (BASE SALARY + ANNUAL INCENTIVE) AND (C) TOTAL REMUNERATION (BASE SALARY + ANNUAL INCENTIVE + BENEFITS AND LONG TERM INCENTIVE). THIS ANALYSIS INCLUDES COMPARABLE ORGANIZATIONS AND GEOGRAPHIC CONSIDERATIONS. FOR THE MOST SENIOR EXECUTIVE POSITIONS, NATIONAL COMPARISONS FOR ORGANIZATIONS SIMILAR IN SIZE, SCOPE AND COMPLEXITY AS SUTTER HEALTH ARE MOST APPROPRIATE SINCE IT IS A NATIONAL MARKETPLACE IN WHICH SUTTER COMPETES FOR EXECUTIVE TALENT. ON THE OTHER HAND, BECAUSE CALIFORNIA'S UNDERLYING COMPENSATION STRUCTURE IS HIGHER THAN NATIONAL DATA (ESPECIALLY IN THE BAY AREA), REGIONAL PAY COMPARISONS AND ADJUSTMENTS ARE MADE. OFFICERS AND KEY EMPLOYEES OF THIS ORGANIZATION WHO ARE SUTTER HEALTH EMPLOYEES UNDERGO A REVIEW AND COMPENSATION COMMITTEE APPROVAL, AND SUCH APPROVAL IS RECORDED IN THE MINUTES. THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN DECEMBER OF 2015. |
| FORM 990, PART VI, LINE 19 | AVAILABILITY OF GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS TO THE GENERAL PUBLIC 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 ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN FUND BALANCE EQUITY TRANSFERS (NET) $ 156,958 NARFR EQUIPMENT ACQUISITION $ 560,815 ----------- TOTAL $ 717,773 =========== |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (30 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ADOLESCENT TREATMENT CENTERS INC | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 680088443 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER EBH | Yes (true) |
| Better Health East Bay Foundation | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 510160184 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER EBH | Yes (true) |
| CALIFORNIA PACIFIC MEDICAL CTR FOUND | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942728423 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER WBH | Yes (true) |
| EAST BAY PERINATAL CENTER | ||||||||||
| 3012 SUMMIT STREET 3RD FLOOR | OAKLAND | CA | 94609 | 510172285 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER EBH | Yes (true) |
| EDEN MEDICAL CENTER | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942948100 | HEALTHCARE | CA | 501(C)(3) | 9 | SUTTER HLTH | Yes (true) |
| MEMORIAL HOSPITAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942290244 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER CVH | Yes (true) |
| MILLS-PENINSULA HEALTH SERVICES | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 941156265 | HOSPITAL | CA | 501(C)(3) | 3 | PAMF | Yes (true) |
| MILLS-PENINSULA HOSPITAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 237288765 | FUNDRAISING | CA | 501(C)(3) | 7 | MPHS | Yes (true) |
| PALO ALTO MEDICAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 941156581 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH | Yes (true) |
| SUTTER AUBURN FAITH HOSPITAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942594966 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER SSR | Yes (true) |
| SUTTER CENTRAL VALLEY HOSPITALS | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 941080917 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH | Yes (true) |
| SUTTER COAST HOSPITAL | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | 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 SSR | Yes (true) |
| SUTTER EAST BAY HOSPITALS | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 941196176 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH | Yes (true) |
| SUTTER EAST BAY MEDICAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942690415 | HEALTHCARE | CA | 501(C)(3) | 11B - II | SUTTER HLTH | Yes (true) |
| SUTTER GOULD MEDICAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 941682256 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH | Yes (true) |
| SUTTER HEALTH | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942788907 | SUPPORTING OR | CA | 501(C)(3) | 11c 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 DRIVE | SACRAMENTO | CA | 95833 | 461183948 | HEALTH PLAN | CA | PENDING | PENDING | SUTTER HLTH | Yes (true) |
| SUTTER HEALTH SACRAMENTO SIERRA REGION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 941156621 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH | Yes (true) |
| SUTTER INSURANCE SERVICES CORPORATION | ||||||||||
| 745 FORT STREET SUITE 1100 | HONOLULU | HI | 96813 | 990289310 | INSURANCE SER | HI | 501(C)(3) | 11c III-FI | SUTTER HLTH | Yes (true) |
| SUTTER MEDICAL CENTER FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942788906 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER SSR | Yes (true) |
| SUTTER MEDICAL CENTER CASTRO VALLEY | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 770146047 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH | Yes (true) |
| SUTTER VALLEY MEDICAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 680273974 | HEALTHCARE | CA | 501(C)(3) | 11b - II | SUTTER HLTH | Yes (true) |
| SUTTER ROSEVILLE MEDICAL CTR FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 680040113 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER SSR | Yes (true) |
| SUTTER SOLANO CHARITABLE FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942668262 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER SSR | Yes (true) |
| SUTTER VISITING NURSE ASSOC AND HOSPICE | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 946068843 | HEALTHCARE | CA | 501(C)(3) | 9 | SUTTER HLTH | Yes (true) |
| SUTTER WEST BAY HOSPITALS | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 940562680 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH | Yes (true) |
| SUTTER WEST BAY MEDICAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942948131 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH | Yes (true) |
| TRACY HOSPITAL FOUNDATION | ||||||||||
| C/O SH TAX 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 680318845 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER CVH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| MAGNETIC IMAGING AF | |||||||
| 2125 OAK GROVE | WLN CK | CA | 94598 | 942953833 | PATIENT CARE | CA | NA |
| SURG CTR OF ABSMC | |||||||
| 3875 TELEGRAPH | OAKLAND | CA | 94609 | 470946086 | OUTPATIENT SURG | CA | NA |
| ALTA CT SERVICES LP | |||||||
| 2125 OAK GROVE | WLN CK | CA | 94598 | 943083464 | PATIENT CARE | CA | NA |
| CALIFORNIA PACIFIC ADV IMAGING LLC | |||||||
| PO BOX 6102 | NOVATO | CA | 94948 | 562311840 | MRI JOINT VENTURE | CA | NA |
| SAN FRANCISCO ENDOSCOPY CENTER LLC | |||||||
| 3000 RIVERCHASE | BIRMINGHAM | AL | 35244 | 912165231 | ENDOSCOPY JV | CA | NA |
| PRESIDIO SURGERY CENTER LLC | |||||||
| 1635 DIVISADERO | SF | CA | 94115 | 320144060 | AMBULATORY SURG | CA | NA |
| SUTTER FAIRFIELD SURGERY CTR | |||||||
| 2700 LOW CT | FAIRFIELD | CA | 94533 | 300233892 | SURGERY | CA | NA |
| TWIN CITIES SURGICAL HOSPITAL LLC | |||||||
| 250 S WACKER | CHICAGO | IL | 60606 | 352182617 | SURGERY | CA | NA |
| SUTTER AMADOR SURGERY CENTER LLC | |||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 461398093 | SURGERY | CA | NA |
| ROSEVILLE ENDOPSCOPY CENTER LLC | |||||||
| 4 MEDICAL PLAZA SUITE 210 | ROSEVILLE | CA | 95661 | 870710513 | ENDOSCOPY JV | CA | NA |
| MEMORIAL MEDICAL OFFICE BUILDING PRTNR I | |||||||
| 1800 COFFEE RD SUITE 76 | MODESTO | CA | 95355 | 770287288 | OFFICE RENTAL | CA | NA |
| MEMORIAL MEDICAL OFFICE BUILDING PRTNR I | |||||||
| 1800 COFFEE RD SUITE 76 | MODESTO | CA | 95355 | 770287288 | OFFICE RENTAL | CA | NA |
| MAGNETIC IMAGING AF LLC | |||||||
| 2125 OAK GROVE RD STE 200 | WALNUT CREEK | CA | 94598 | 473696091 | PATIENT CARE | CA | NA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH VENTURES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 HAWTHORNE ST | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942918780 | EIN |
| Primary Activities | HEALTH SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEBH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | 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 | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SUTTER EAST BAY HOSPITALS | ||
| P | $1,380,993 | FMV |
| SUTTER INSURANCE SERVICES CORPORATION | ||
| P | $297,883 | FMV |
| SUTTER EAST BAY HOSPITALS | ||
| K | $3,999,996 | FMV |
Comments