SUTTER MEDICAL CENTER FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SUTTER MEDICAL CENTER FOUNDATION (EIN 94-2788906)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-29
- IRS object ID
- 201423029349300342
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-29T14:00:38-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 DOUGLAS BLVD STE 300 | AddressLine1 |
| City | ROSEVILLE | City |
| State | CA | State |
| ZIP Code | 95661 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942788906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTTER MEDICAL CENTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUTT | BusinessNameControlTxt |
| Phone | 9162866665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 160727 | AddressLine1 |
| City | Sacramento | City |
| State | CA | State |
| ZIP Code | 95816 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG WALAITIS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2014-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cindy White | PreparerPersonNm |
| PTIN | P01396368 | PTIN |
| Phone | 9162181900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Address PrincipalOfcrBusinessAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG WALAITIS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 160727 | AddressLine1 |
| City | Sacramento | City |
| State | CA | State |
| ZIP Code | 95816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,979,749 | 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 | 1981 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUTTER MEDICAL CENTER FOUNDATION PROMOTES PHILANTHROPHY IN SUPPORT OF SUTTER MEDICAL CENTER, SACRAMENTO, WHOSE MISSION IS TO ENHANCE THE WELL-BEING OF PEOPLE IN THE COMMUNITIES WE SERVE THROUGH A NOT-FOR-PROFIT COMMITMENT TO COMPASSION AND EXCELLENCE IN HEALTH CARE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,149,460 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,799,485 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,583,599 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,583,602 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,385,294 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,585,519 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,976 | PYOtherRevenueAmt |
| CY Other Revenue | -$19,671 | CYOtherRevenueAmt |
| PY Total Revenue | $4,127,329 | PYTotalRevenueAmt |
| CY Total Revenue | $4,948,935 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,623,504 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,963,589 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $615,318 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $642,344 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,259,144 | PYOtherExpensesAmt |
| CY Other Expenses | $1,109,436 | CYOtherExpensesAmt |
| PY Total Expenses | $5,497,966 | PYTotalExpensesAmt |
| CY Total Expenses | $4,715,369 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,370,637 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $233,566 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,692,084 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,965,059 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,576,999 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,211,796 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,115,085 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,753,263 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUTTER MEDICAL CENTER FOUNDATION PROMOTES PHILANTHROPHY IN SUPPORT OF SUTTER MEDICAL CENTER, SACRAMENTO, WHOSE MISSION IS TO ENHANCE THE WELL-BEING OF PEOPLE IN THE COMMUNITIES WE SERVE THROUGH A NOT-FOR-PROFIT COMMITMENT TO COMPASSION AND EXCELLENCE IN HEALTH CARE SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,572,943 | ExpenseAmt |
| Grant | $2,963,589 | GrantAmt |
| Revenue | $1,583,602 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $3,572,943 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 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 | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | false | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Zielenski | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9162866665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 River Plaza Drive | AddressLine1 |
| City | Sacramento | City |
| State | CA | State |
| ZIP Code | 95833 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ELAINE NELSON | ||||||||
| TRUSTEE/EVENTS CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GLORIA NAIFY | ||||||||
| TRUSTEE/EVENTS CO-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GREGORY WALAITIS | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | Yes (X) | $0 | $176,286 | $28,381 | |
| JOHN PAPPAS | ||||||||
| TRUSTEE/VICE-CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KENT W SILVESTER ESQ | ||||||||
| TRUSTEE/VICE CHAIR FOR DEFERRED GIVING | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SCOTT SETZER | ||||||||
| SECRETARY/TRUSTEE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM J MARTIN | ||||||||
| TRUSTEE/CHAIR/VICECHAIR FINANCE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARRIE OWEN PLIETZ | ||||||||
| CEO-SMCS | 1.00 | 40.00 | Yes (X) | $0 | $766,323 | $125,298 | ||
| DERRICK FONG | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE MIZELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HAROLD HUMPHREYS MD | ||||||||
| TRUSTEE/SECRETARY/TREASURER OF MEDICAL EX.COM. OF SMCS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY BOONE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CHIN MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH JOHNSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENT DAFT DDS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET OSE-CAMPBELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL DOURGARIAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL INGRAM MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY E COLE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL ROSENBERG MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD W OSEN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN AYERS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TED JENKINS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TEIMOUR NASIROV MD | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ZACHARY WANDELL | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SOOHOO | ||||||||
| AA FINANCE, CFO | 1.00 | 40.00 | Yes (X) | $0 | $383,676 | $49,418 | ||
| MORRISON GRAF | ||||||||
| PROJECT CONTROLS DIRECTOR | $0 | $236,971 | $36,341 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,563,256 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $239,438 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $40,104 | FederatedCampaignsAmt |
| Fundraising | $127,495 | FundraisingAmt |
| Related Organizations | $5,000 | RelatedOrganizationsAmt |
| All Other Contributions | $1,626,886 | AllOtherContributionsAmt |
| Noncash Contributions | $25,687 | NoncashContributionsAmt |
| Total Contributions | $1,799,485 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOSPITAL SUPPORT | 900099 | $1,560,602 | $1,560,602 |
| SVNA SUPPORT | 900099 | $23,000 | $23,000 |
| $0 | |||
| $0 | |||
| $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,583,602 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $652,609 | TotalRevenueColumnAmt |
| Exclusion | $652,609 | 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 |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $932,910 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $932,910 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $932,910 | TotalRevenueColumnAmt |
| Exclusion | $932,910 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,363 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $127,495 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $30,794 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,431 | TotalRevenueColumnAmt |
| Exclusion | -$20,431 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $780 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $20 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $760 | TotalRevenueColumnAmt |
| Exclusion | $760 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| Total Revenue ColumnTotalRevenueColumnAmt |
|---|
| $0 |
| $0 |
| $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,948,935 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,583,602 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,565,848 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,958,095 | TotalAmt |
| Program Services | $2,958,095 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,494 | TotalAmt |
| Program Services | $5,494 | 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 | $176,286 | TotalAmt |
| Program Services | $141,029 | ProgramServicesAmt |
| Management And General | $35,257 | 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 | $250,041 | TotalAmt |
| Program Services | $210,286 | ProgramServicesAmt |
| Management And General | $39,755 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,017 | TotalAmt |
| Program Services | $180,713 | ProgramServicesAmt |
| Management And General | $35,304 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,950 | TotalAmt |
| Management And General | $1,950 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,404 | TotalAmt |
| Management And General | $7,404 | 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 | $133,032 | TotalAmt |
| Management And General | $133,032 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,783 | TotalAmt |
| Management And General | $29,783 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,679 | TotalAmt |
| Management And General | $9,679 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,680 | TotalAmt |
| Program Services | $1,680 | ProgramServicesAmt |
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 | $2,702 | TotalAmt |
| Program Services | $2,702 | ProgramServicesAmt |
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 | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,438 | TotalAmt |
| Management And General | $12,438 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| REGIONAL ALLOCATION | $825,130 | $825,130 | |
| PURCHASED SERVICES | $5,569 | $4,758 | $811 |
| DONOR CULTIVATION | $16,570 | $16,570 | |
| COMMUNITY SUPPORT | $55,563 | $55,563 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,936 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,936 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,715,369 | TotalAmt |
| Program Services | $3,572,943 | ProgramServicesAmt |
| Management And General | $1,142,426 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,129,189 | BOYAmt |
| EOY | $1,753,906 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,328,303 | BOYAmt |
| EOY | $10,196,908 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,510 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,510 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,617,158 | BOYAmt |
| EOY | $36,370,441 | 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 |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,434 | BOYAmt |
| EOY | $643,804 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,692,084 | BOYAmt |
| EOY | $48,965,059 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,473,168 | BOYAmt |
| EOY | $2,200,821 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,831 | BOYAmt |
| EOY | $10,975 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,576,999 | BOYAmt |
| EOY | $2,211,796 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,316,552 | BOYAmt |
| EOY | $19,485,278 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,246,518 | BOYAmt |
| EOY | $21,715,970 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,552,015 | BOYAmt |
| EOY | $5,552,015 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,115,085 | BOYAmt |
| EOY | $46,753,263 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,692,084 | BOYAmt |
| EOY | $48,965,059 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $233,566 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,372,999 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $31,613 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,027,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,351,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,956,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,149,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,799,485 | CurrentTaxYearAmt |
| Total | $11,284,036 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,027,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,351,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,956,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,149,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,799,485 | CurrentTaxYearAmt |
| Total | $11,284,036 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,002,775 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,281,261 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $707,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $433,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $812,013 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $687,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $652,609 | CurrentTaxYearAmt |
| Total | $3,292,633 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,976 | CurrentTaxYearMinus1YearAmt |
| Total | $131,665 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,708,334 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,512,092 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.69900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61370 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,537,541 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,361,223 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $260,762 | OtherExpendituresAmt |
| End Year Balance | $16,638,002 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,411,017 | BeginningYearBalanceAmt |
| Contributions | $250 | ContributionsAmt |
| Investment Earnings Or Losses | $1,569,903 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $443,629 | OtherExpendituresAmt |
| End Year Balance | $15,537,541 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,263,538 | BeginningYearBalanceAmt |
| Contributions | $150 | ContributionsAmt |
| Investment Earnings Or Losses | -$522,075 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $330,596 | OtherExpendituresAmt |
| End Year Balance | $14,411,017 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,875,601 | BeginningYearBalanceAmt |
| Contributions | $150 | ContributionsAmt |
| Investment Earnings Or Losses | $1,755,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $367,551 | OtherExpendituresAmt |
| End Year Balance | $15,263,538 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,033,942 | BeginningYearBalanceAmt |
| Contributions | $15,223 | ContributionsAmt |
| Investment Earnings Or Losses | $2,828,266 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,830 | OtherExpendituresAmt |
| End Year Balance | $13,875,601 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33370 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22680 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,510 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRUST LIABILITY | $1,915 |
| INSURANCE LIABILITIES | $9,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,975 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4, Intended uses of endowment funds | DAVIS C. WAGNER - BOARD DESIGNATED: ONLY THE INTEREST EARNINGS ON THE UNRESTRICTED FOUNDATION ENDOWMENT ARE TO BE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO FOR PROGRAMS, SERVICES OR EQUIPMENT. FOUNDATION ENDOWED - BOARD DESIGNATED: ONLY THE INTEREST EARNINGS ON THE UNRESTRICTED FOUNDATION ENDOWMENT ARE TO BE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO FOR PROGRAMS, SERVICES OR EQUIPMENT. ITCEL CARRILLO TRUST - BOARD DESIGNATED: INITIATED PER REQUEST OF SH MARKETING DEPARTMENT TO CELEBRATE THE BIRTH OF THE 250,000TH BABY AT SUTTER MEMORIAL HOSPITAL. MONEY TO BE DISTRIBUTED TO ITCEL CARRILLO UPON 18TH BIRTHDAY FOR EDUCATION NEEDS. WATSON NURSING SCHOLARSHIP - BOARD DESIGNATED: INTEREST EARNINGS ARE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO, SUTTER NURSING SCHOLARSHIP PROGRAM AS DESIGNATED BY THE SUTTER MEDICAL CENTER FOUNDATIONS BOARD OF TRUSTEES. CHARITABLE LIFE INSURANCE ENDOWMENT - BOARD DESIGNATED: ONLY THE INTEREST EARNINGS ARE TO BE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO FOR PROGRAMS, SERVICES OR EQUIPMENT. BROCK HOSPICE ENDOWMENT - PERMANENT: INTEREST EARNINGS ARE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO SUTTER HOSPICE FUND FOR PROGRAMS, SERVICES AND ASSOCIATED EQUIPMENT IN THE SACRAMENTO AREA. CANCER CENTER PROGRAMS AND SERVICES ENDOWMENT - PERMANENT: INTEREST EARNINGS ARE DISTRUBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO -- SUTTER CANCER CENTER FOR PROGRAMS, SERVICES AND ASSOCIATED EQUIPMENT. COSTA FAMILY HOSPICE ENDOWMENT - PERMANENT: INTEREST EARNINGS ARE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO -- SUTTER HOSPICE FOR PROGRAMS, EDUCATION, RESEARCH AND SERVICES OR ASSOCIATED EQUIPMENT. CRAWFORD FAMILY CANCER RESEARCH ENDOWMENT - PERMANENT: INTEREST EARNINGS ARE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO -- SUTTER INSTITUTE FOR MEDICAL RESEARCH DESIGNATED FOR CANCER RESEARCH PROGRAMS, SERVICES, AND ASSOCIATED EQUIPMENT. RESEARCH PROGRAMS WILL BE APPROVED BY THE SUTTER INSTITUTE MEDICAL RESEARCH COMMITTEE. HOSPICE ENDOWMENT - PERMANENT: INTEREST EARNINGS ARE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO SUTTER HOSPICE FOR PROGRAMS AND SERVICES OR ASSOCIATED EQUIPMENT. MICHAEL WOLFE ENDOWMENT FOR PEDIATRIC HEMATOLOGY-ONCOLOGY - PERMANENT: INTEREST EARNINGS ARE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO PEDIATRIC HEMATOLOGY/ ONCOLOGY FUND FOR PROGRAMS, SERVICES AND ASSOCIATED EQUIPMENT. THE RANELLS FAMILY ENDOWMENT FOR CANCER - PERMANENT: INTEREST EARNINGS ARE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO SUTTER CANCER CENTER GENERAL FUND FOR SERVICES, PROGRAMS, AND ASSOCIATED EQUIPMENT. CHARITABLE LIFE INSURANCE ENDOWMENT - PERMANENT: INTEREST EARNINGS ARE TO BE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO FOR PROGRAMS, SERVICES OR EQUIPMENT. QUINTAL CANCER ENDOWMENT- PERMANENT: INTEREST EARNINGS ARE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO -- SUTTER CANCER CENTER FOR PROGRAMS, SERVICES AND ASSOCIATED EQUIPMENT. QUINTAL HOSPICE ENDOWMENT- PERMANENT: INTEREST EARNINGS ARE DISTRIBUTED TO SUTTER MEDICAL CENTER, SACRAMENTO SUTTER HOSPICE FOR PROGRAMS AND SERVICES OR ASSOCIATED EQUIPMENT. |
| Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote | 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 FOR-PROFIT SUBSIDIARIES AND 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, 2013 AND 2012, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF EVENT | NameOfEvent1Amt |
| Gross Receipts Event1 | $137,858 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $127,495 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,363 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $6,730 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $12,250 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,363 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,451 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $137,858 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $127,495 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,363 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $6,730 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $12,250 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,363 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,451 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,794 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,431 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SUTTER HEALTH SACRAMENTO SIERRA REGION | ||||||||
| 2800 L ST | 7TH FLOOR | SACRAMENTO | CA | 95816 | 941156621 | 501(C)(3) | $2,755,728 | PROGRAM SUPPORT |
| SVNAAH DBA SUTTER CARE AT HOME | ||||||||
| 1900 POWELL ST STE 300 | EMERYVILLE | CA | 94608 | 946068843 | 501(C)(3) | $157,950 | PROGRAM SUPPORT | |
| SUTTER MEDICAL FOUNDATION | ||||||||
| 2800 L ST 7TH FLOOR | SACRAMENTO | CA | 95816 | 680273974 | 501(C)(3) | $44,417 | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SAMGEN FUND | GrantTypeTxt |
| Recipient | 5 | RecipientCnt |
| Cash Grant | $5,494 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | 1. VARIOUS DEPARTMENTS OF THE HOSPITAL REQUEST FUNDING FROM THE FOUNDATION BY FILLING OUT A REQUEST FOR FUNDS FORM. 2. THE BOARD OF TRUSTEES AND/OR THE EXECUTIVE DIRECTOR APPROVES THE HOSPITAL'S REQUEST. 3. THE REQUESTING DEPARTMENT PROVIDES THE APPROPRIATE DOCUMENTATION TO THE FOUNDATION FOR REIMBURSEMENT FOR EXPENSES INCURRED. 4. THE FOUNDATION FORWARDS THE APPROVED REQUEST FOR FUNDS, MINUTES FROM THE BOARD OF TRUSTEES MEETING APPROVING THE REQUEST IF NECESSARY, AND THE SUPPORTING DOCUMENTATION TO THE ACCOUNTANTS TO RELEASE THE FUNDS. THE SUTTER HEALTH SYSTEM HAS AN OVERLAP IN LEADERSHIP WHICH MONITORS THE USE OF GRANTS BETWEEN AFFILIATES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY WALAITIS | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $156,405 | $0 | $19,264 | $0 | $617 | $0 | $7,933 | $0 | $20,448 | $0 | $204,667 | $0 | $0 |
| RICHARD SOOHOO | ||||||||||||||
| AA FINANCE, CFO | $0 | $260,744 | $0 | $93,278 | $0 | $29,654 | $0 | $36,659 | $0 | $12,759 | $0 | $433,094 | $0 | $103,559 |
| CARRIE OWEN PLIETZ | ||||||||||||||
| CEO-SMCS | $0 | $494,054 | $0 | $257,888 | $0 | $14,381 | $0 | $104,880 | $0 | $20,418 | $0 | $891,621 | $0 | $257,888 |
| MORRISON GRAF | ||||||||||||||
| PROJECT CONTROLS DIRECTOR | $0 | $214,471 | $0 | $21,689 | $0 | $811 | $0 | $14,313 | $0 | $22,028 | $0 | $273,312 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3, SUPPLEMENTAL COMPENSATION INFORMATION | THE COMPENSATION FOR THE POSITION OF EXECUTIVE DIRECTOR/TOP MANAGEMENT OFFICIAL IS DETERMINED THROUGH A QUANTITATIVE POINT FACTOR REVIEW OF THE KNOW-HOW, PROBLEM SOLVING, AND ACCOUNTABLY ASSOCIATED WITH A GIVEN POSITION AS IDENTIFIED IN THE DETAILED POSITION DESCRIPTION. ADDITIONALLY, ALL APPLICABLE MARKET SALARY SURVEY DATA IS REVIEWED TO ENSURE THE POSITION IS BOTH INTERNALLY EQUITABLE AND EXTERNALLY COMPETITIVE/MARKET APPROPRIATE. |
| Schedule J, Part I, Line 4b, Supplemental nonqualified retirement plan | INDIVIDUALS PAID BY SUTTER HEALTH PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE PURPOSE OF THE NONQUALIFIED RETIREMENT PLAN IS TO PROVIDE SUTTER HEALTH EXECUTIVES WITH A COMPETITIVE RETIREMENT BENEFIT CONSISTENT WITH SUTTER HEALTH'S OVERALL COMPENSATION PHILOSOPHY FOR ALL EMPLOYEES. CONTRIBUTIONS ARE DESIGNED TAKING INTO CONSIDERATION LOST RETIREMENT BENEFITS THAT WOULD OTHERWISE BE OBTAINED THROUGH THE QUALIFIED PENSION PLAN. SUTTER'S PLANS ARE DESIGNED CONSISTENT WITH COMPETITIVE INDUSTRY PRACTICES. THE RETIREMENT PLAN FOR SUTTER HEALTH EMPLOYEES IS A COMBINATION OF SOCIAL SECURITY, 403B 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 EARNINGS BEYOND THE 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 457F) FALLS BELOW 50% - 65% OF FINAL 4-YEAR AVERAGE BASE SALARY WHEN RETIRING AT AGE 65. TARGET BENEFIT LEVELS VARY BY YEARS OF SERVICE. UNLIKE SUTTER HEALTH'S QUALIFIED PLAN WHERE EMPLOYEE BENEFITS ARE GUARANTEED (I.E., A DEFINED BENEFIT), SUTTER'S NON-QUALIFIED PLAN BENEFITS ARE NOT GUARANTEED BY SUTTER HEALTH. INVESTMENT RISK IS BORNE BY PARTICIPANTS AND BENEFITS ARE NOT PROTECTED SHOULD SUTTER HEALTH BECOME INSOLVENT. |
| Schedule J, Part I, Line 7, Non-fixed payments | SPOT AWARDS ARE INFREQUENTLY USED TO REWARD EMPLOYEES. THERE ARE NO SPECIFIC GUIDELINES FOR THE AMOUNT OF THE SPOT AWARD BUT THE AMOUNT TENDS TO NOT EXCEED 5% OF GROSS PAY.ANNUAL INCENTIVE PLAN (AIP) THE PURPOSE OF THE PLAN IS TO FOCUS EXECUTIVES ON SPECIFIC, SHORTER-TERM GOALS THAT ARE CRITICAL TO THE ACHIEVEMENT OF AFFILIATE, REGION, AND SYSTEM-WIDE OBJECTIVES THAT DRIVE OVERALL ORGANIZATION PERFORMANCE. A PORTION OF THE PLAN AWARD IS DISCRETIONARY IN THAT THE SUPERVISOR MAY ADD +/- 5% TO THE AWARD PROVIDED THE TOTAL AWARD (FORMULA PORTION PLUS DISCRETIONARY) DOES NOT EXCEED THE MAXIMUM ESTABLISHED FOR ANY GIVEN EXECUTIVE. LONG TERM PERFORMANCE PLANS SUTTER HEALTH EMPLOYEES ARE ELIGIBLE FOR A 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 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 HEALTH'S OVERALL MISSION, VISION, AND VALUES, SUTTER'S 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 50 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,582 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | WINE | Desc |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,105 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Explanations of reporting method for number of contributions | SECURITIES - PUBLICLY TRADED: RECEIVED ONE CONTRIBUTION MADE UP OF 50 SHARES OF APPLE STOCK OTHER: 5 CONTRIBUTIONS OF WINE/BEER FOR GOLF EVENT |
| Schedule M, part I, column (b), Line 9, Number of contributions or items contributed. | RECEIVED ONE CONTRIBUTION MADE UP OF 50 SHARES OF APPLE STOCK |
| Schedule M, part I, column (b), Line other, Number of contributions or items contributed. | OTHER=WINE : 5 CONTRIBUTIONS OF WINE/BEER FOR GOLF EVENT |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A, PROGRAM SERVICES ACCOMPLISHMENTS | SUTTER MEDICAL CENTER FOUNDATION RAISES PHILANTHROPIC FUNDS FOR SUTTER MEDICAL CENTER, SACRAMENTO TO MEET THE GROWING HEALTH-CARE NEEDS OF THE SACRAMENTO REGION. WITH THE HELP OF PHILANTHROPY, THE HOSPITAL CAN PURCHASE LIFE-SAVING MEDICAL EQUIPMENT, OFFER SPECIALTY PROGRAMS AND SERVICES, AND PROVIDE CARE FOR THE POOR AND UNDERSERVED. AS THE PHILANTHROPY OF CHOICE, SUTTER HEALTH LEADS THE TRANSFORMATION OF HEALTH CARE IN OUR COMMUNITIES - MAKING POSSIBLE THE IMPOSSIBLE THROUGH MISSION-DRIVEN AND DONOR-CENTERED FUNDRAISING. OUR MISSION IS TO INSPIRE PEOPLE TO MAKE CHARITABLE GIFTS THAT CHANGE AND SAVE LIVES BECAUSE GENEROSITY HEALS. OUR VALUES ENSURE OUR COMMITMENT TO SUPPORT THE SPIRIT, GOALS AND MISSION OF SUTTER HEALTH AND OUR DONORS. IN PURSUIT OF OUR MISSION WE STRIVE TO ATTAIN EXCELLENCE, INTEGRITY ACCOUNTABILITY AND INNOVATION. OUR 2011-2013 STRATEGIC GOALS HAVE BEEN TO: 1) INCREASE CHARITABLE GIVING TO SUTTER WITH A FOCUS ON MAJOR GIFT SOLICITATIONS AND PLANNED GIFTS; 2) IMPROVE COORDINATION, COLLABORATION AND ALIGNMENT BETWEEN PHILANTHROPY OPERATIONS AND FUNDRAISING TO ENSURE THE MOST EFFECTIVE USE OF RESOURCES (TIME, TALENT AND FINANCES); 3) MODEL A CULTURE OF GENEROSITY FOR OUR COMMUNITY BY INVITING OUR EMPLOYEES, PHYSICIANS AND BOARD MEMBERS TO GIVE AND SUPPORT THEIR AREA OF PASSION THROUGH SUTTER HEALTH; 4) STRENGTHEN SUTTER'S CASE FOR CHARITABLE GIVING. MONEYS RAISED WENT TO FUND THE FOLLOWING CAPITAL EXPENDITURES, PROGRAMS AND EQUIPMENT PURCHASES: MASTER PLAN CONSTRUCTION PROJECT ($1,385,5270); INTRABEAM ($90,336); ECHOCARDIOGRAPHY PROBE ($37,523); CRANIOFACIAL CAMERA ($25,448); HEARTWARE VAD ($16,303); PATIENT LIFT ($6,163); EKG & CART ($11032); VIDEOSCOPES ($33,384); CANCER PROGRAMS & SERVICES ($305,611); SUTTER INSTITUTE FOR MEDICAL RESEARCH ($215,582); NEUROSCIENCE PROGRAMS & SERVICES ($187,650); SUTTER RESOURCE LIBRARY ($175,000); SUTTER VNA & HOSPICE PROGRAMS & SERVICES ($148,516); SUTTER SAMARITAN ($94,530); CHILDREN'S PROGRAMS & SERVICES ($87,002); DEPARTMENT PROGRAMS & SERVICES ($53,630); STAFF EDUCATION & NURSING SCHOLARSHIPS ($35,504); WOMEN'S PROGRAMS & SERVICES ($30,602); MENTAL HEALTH PROGRAMS & SERVICES ($22,875); PET THERAPY ($21,322); THE SHARING PLACE ($19,713); CARDIAC PROGRAMS & SERVICES ($15,898). |
| FORM 990, PART V, LINE 2A, SHARED COSTS | SUTTER MEDICAL CENTER FOUNDATION DOES NOT HAVE EMPLOYEES BUT SHARES THE COSTS OF PERSONNEL, SERVICES, FACILITIES AND EXPENSES WITH ITS PARENTS: SUTTER HEALTH AND SUTTER HEALTH SACRAMENTO SIERRA REGION. |
| Form 990, Part VI, Sec A, Line 4, Significant changes to organizational documents | SUTTER MEDICAL CENTER FOUNDATION ADOPTED NEW BYLAWS EFFECTIVE AS OF 2/6/2013. KEY CHANGES INCLUDE: 1. BOARD SIZE: FROM 9-26 TO 9-40 2. OFFICERS INCLUDE: CHAIR, VICE CHAIR, CHAIR OF MAJOR GIFTS, EXECUTIVE DIRECTOR, CFO, SECRETARY & TREASURER. (OLD OFFICERS INCLUDED: CHAIR, VICE CHAIR FOR ANNUAL GIVING, VICE CHAIR FOR DEFERRED GIVING, VICE CHAIR FOR PUBLIC RELATIONS, VICE CHAIR FOR SPECIAL EVENTS, EXECUTIVE DIRECTOR, VICE CHAIR FOR FINANCE, SECRETAR). |
| Form 990, Part VI, Sec A, Line 6, Classes of members or stockholders | 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, Sec A, Line 7a, Members or stockholders electing members of governing body | 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, Sec A, Line 7b, Decisions requiring approval by members or stockholders | SUTTER HEALTH SACRAMENTO SIERRA REGION 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 SUBSIDIARY OR AFFILIATE ENTITY; B. AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; C. ADOPTION OF OPERATING BUDGETS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE 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 SUBSIDIARY OR AFFILIATE ENTITY; E. AGGREGATE OPERATING OR CAPITAL EXPENDITURES ON AN ANNUAL BASIS THAT EXCEED APPROVED OPERATING OR CAPITAL BUDGETS BY A SPECIFIED DOLLAR AMOUNT TO BE DETERMINED FROM TIME TO TIME BY THE GENERAL MEMBER; F. 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 DIRECTORS OF THE GENERAL MEMBER, WHICH SHALL NOT BE LESS THAN 10% OF THE TOTAL ANNUAL CAPITAL BUDGET OF THE CORPORATION; G. APPOINTMENT OF AN INDEPENDENT AUDITOR AND HIRING OF INDEPENDENT COUNSEL EXCEPT IN CONFLICT SITUATIONS BETWEEN THE GENERAL MEMBER AND THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; H. THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE ENTITY; I. CONTRACTING WITH AN UNRELATED THIRD PARTY FOR ALL OR SUBSTANTIALLY ALL OF THE MANAGEMENT OF THE ASSETS OR OPERATIONS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; J. APPROVAL OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY. THE GENERAL MEMBER SHALL FROM TIME TO TIME DEFINE THE TERM "MAJOR" IN THIS CONTEXT; K. APPROVAL OF STRATEGIC PLANS OF THE CORPORATION OR ANY SUBSIDIARY OR AFFILIATE ENTITY; L. ADOPTION OF QUALITY ASSURANCE POLICIES NOT IN CONFORMITY WITH POLICIES ESTABLISHED BY THE GENERAL MEMBER; M. ANY TRANSACTION BETWEEN THE CORPORATION, A SUBSIDIARY OR AFFILIATE AND A DIRECTOR OF THE CORPORATION OR AN AFFILIATE OF SUCH DIRECTOR. IN ADDITION, THE GENERAL MEMBER SHALL HAVE THE AUTHORITY (BY A VOTE OF NOT LESS THAN TWO-THIRDS (2/3) OF ITS BOARD), TO DECLARE A MAJOR ACTIVITY REQUIRING APPROVAL. |
| Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body | 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, Sec B, Line 12c, Conflict of interest policy | 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, LINE 15A, EXECUTIVE DIRECTOR COMPENSATION | THE COMPENSATION FOR THE POSITION OF THE TOP MANAGEMENT OFFICIAL IS DETERMINED THROUGH A QUANTITATIVE POINT FACTOR REVIEW OF THE KNOW-HOW, PROBLEM SOLVING, AND ACCOUNTABLY ASSOCIATED WITH A GIVEN POSITION AS IDENTIFIED IN THE DETAILED POSITION DESCRIPTION. ADDITIONALLY, ALL APPLICABLE MARKET SALARY SURVEY DATA IS REVIEWED TO ENSURE THE POSITION IS BOTH INTERNALLY EQUITABLE AND EXTERNALLY COMPETITIVE / MARKET APPROPRIATE. |
| Form 990, Part VI, Sec B, Line 15b, Process to establish compensation of other employees | OFFICERS AND KEY EMPLOYEES PAID BY SUTTER HEALTH, ARE UNDER THE AUTHORITY OF THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS WHO RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. IN ORDER TO ENSURE EXTERNAL COMPETITIVENESS, NATIONAL, CALIFORNIA AND LOCAL MARKET AREA COMPENSATION DATA COMPARISONS ARE REVIEWED. COMPETITIVE ANALYSIS INCLUDES: (A) BASE SALARY, (B) TOTAL CASH (BASE SALARY + ANNUAL INCENTIVE) AND (C) TOTAL REMUNERATION (BASE SALARY + ANNUAL INCENTIVE + BENEFITS AND LONG TERM INCENTIVE). THIS ANALYSIS INCLUDES COMPARABLE ORGANIZATIONS AND GEOGRAPHIC CONSIDERATIONS. FOR THE MOST SENIOR EXECUTIVE POSITIONS, NATIONAL COMPARISONS FOR ORGANIZATIONS SIMILAR IN SIZE, SCOPE AND COMPLEXITY AS SUTTER HEALTH ARE MOST APPROPRIATE SINCE IT IS A NATIONAL MARKETPLACE IN WHICH SUTTER COMPETES FOR EXECUTIVE TALENT. ON THE OTHER HAND, BECAUSE CALIFORNIA'S UNDERLYING COMPENSATION STRUCTURE IS HIGHER THAN NATIONAL DATA (ESPECIALLY IN THE BAY AREA), REGIONAL PAY COMPARISONS AND ADJUSTMENTS ARE MADE. 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. |
| Form 990, Part VI, Sec C, Line 19, Required documents available to the 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 VII, SECTION A, SHARED COSTS | SUTTER MEDICAL CENTER FOUNDATION DOES NOT HAVE EMPLOYEES BUT SHARES THE COSTS OF PERSONNEL, SERVICES, FACILITIES AND EXPENSES WITH ITS PARENTS: SUTTER HEALTH AND SUTTER HEALTH SACRAMENTO SIERRA REGION. |
| FORM 990, PART IX, COLUMN (A), SHARED COSTS | SUTTER MEDICAL CENTER FOUNDATION DOES NOT HAVE EMPLOYEES BUT SHARES THE COSTS OF PERSONNEL, FACILITIES, SERVICES AND EXPENSES WITH ITS PARENTS: SUTTER HEALTH AND SUTTER HEALTH SACRAMENTO SIERRA REGION. |
| Form 990 , Part XI, Line 9, Other changes in net assets or fund balances | CHANGE IN SPLIT INTEREST - 31613; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (31 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ADOLESCENT TREATMENT CENTERS INC | ||||||||||
| 390 40TH STREET | OAKLAND | CA | 94609 | 680088443 | HEALTH CARE | CA | 501(C)(3) | 3 | SUTTER EBH | Yes (true) |
| ALTA BATES SUMMIT FOUNDATION | ||||||||||
| 3012 SUMMIT STREET 3RD FLOOR | OAKLAND | CA | 94609 | 510160184 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER EBH | Yes (true) |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | ||||||||||
| 2015 STEINER STREET 2ND FLOOR | SAN FRANCISCO | CA | 94115 | 942728423 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER WBH | Yes (true) |
| DELTA MEMORIAL HOSPITAL FOUNDATION | ||||||||||
| 3901 LONE TREE WAY | ANTIOCH | CA | 94509 | 942417022 | FUNDRAISING | CA | 501(C)(3) | 11 - Type I | SUTTER EBH | Yes (true) |
| EAST BAY PERINATAL CENTER | ||||||||||
| 3012 SUMMIT STREET 3RD FLOOR | OAKLAND | CA | 94609 | 510172285 | HEALTH CARE | CA | 501(C)(3) | 3 | SUTTER EBH | Yes (true) |
| EDEN MEDICAL CENTER | ||||||||||
| 20103 LAKE CHABOT ROAD | CASTRO VALLEY | CA | 94546 | 942948100 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| MEMORIAL HOSPITAL FOUNDATION | ||||||||||
| 1800 COFFEE ROAD SUTIE 76 | MODESTO | CA | 95355 | 942290244 | FUNDRAISING | CA | 501(C)(3) | 11 - Type I | SCVH | Yes (true) |
| MILLS-PENINSULA HEALTH SERVICES | ||||||||||
| 1501 TROUSDALE DRIVE | BURLINGGAME | CA | 94010 | 941156265 | HOSPITAL | CA | 501(C)(3) | 3 | PAMF | Yes (true) |
| MILLS-PENINSULA HOSPITAL FOUNDATION | ||||||||||
| 1501 TROUSDALE DRIVE | BURLINGGAME | CA | 94010 | 237288765 | FUNDRAISING | CA | 501(C)(3) | 7 | MPHS | Yes (true) |
| PALO ALTO MEDICAL FOUNDATION | ||||||||||
| 2350 EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 941156581 | HEALTH CARE | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| SAMUEL MERRITT UNIVERSITY | ||||||||||
| 450 30TH STREET | OAKLAND | CA | 94609 | 942992642 | UNIVERSITY | CA | 501(C)(3) | 2 | SUTTER EBH | Yes (true) |
| SUTTER AUBURN FAITH HOSPITAL FOUNDATION | ||||||||||
| 11815 EDUCATION ST | AUBURN | CA | 95602 | 942594966 | FUNDRAISING | CA | 501(C)(3) | 7 | SHSSR | Yes (true) |
| SUTTER CENTRAL VALLEY HOSPITALS | ||||||||||
| 1800 COFFEE ROAD SUTIE 76 | MODESTO | CA | 95355 | 941080917 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| SUTTER COAST HOSPITAL | ||||||||||
| 800 E WASHINGTON BLVD | CRESCENT CITY | CA | 95531 | 942988520 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| SUTTER DAVIS HOSPITAL FOUNDATION | ||||||||||
| PO BOX 1617 | DAVIS | CA | 95617 | 680217870 | FUNDRAISING | CA | 501(C)(3) | 7 | SHSSR | Yes (true) |
| SUTTER EAST BAY HOSPITALS | ||||||||||
| 3012 SUMMIT STREET 3RD FLOOR | OAKLAND | CA | 94609 | 941196176 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| SUTTER EAST BAY MEDICAL FOUNDATION | ||||||||||
| 3687 MT DIABLO BLVD | LAFAYETTE | CA | 94549 | 942690415 | HEALTH CARE | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| SUTTER GOULD MEDICAL FOUNDATION | ||||||||||
| 600 COFFEE ROAD | MODESTO | CA | 95355 | 941682256 | HEALTH CARE | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| SUTTER HEALTH | ||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942788907 | SUPPORTING ORGANIZATION | CA | 501(C)(3) | 11 - Type III - FI | NA | false |
| SUTTER HEALTH PACIFIC | ||||||||||
| 91-2301 FT WEAVER ROAD | EWA BEACH | HI | 96706 | 990298651 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| SUTTER HEALTH PLAN | ||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 461183948 | HEALTH PLAN | CA | 501(C)(3) | 9 | SUTTER HEALTH | Yes (true) |
| SUTTER HEALTH SACRAMENTO SIERRA REGION | ||||||||||
| PO BOX 160727 | SACRAMENTO | CA | 95816 | 941156621 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| SUTTER INSURANCE SERVICES CORPORATION | ||||||||||
| 745 FORT STREET SUITE 1100 | HONOLULU | HI | 96813 | 990289310 | INSURANCE SERVICES | HI | 501(C)(3) | 11 - Type II | SUTTER HEALTH | Yes (true) |
| SUTTER MEDICAL CENTER CASTRO VALLEY | ||||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 770146047 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| SUTTER MEDICAL FOUNDATION | ||||||||||
| 2800 L STREET 7TH FLOOR | SACRAMENTO | CA | 95816 | 680273974 | HEALTH CARE | CA | 501(C)(3) | 11 - Type II | SUTTER HEALTH | Yes (true) |
| SUTTER ROSEVILLE MEDICAL CENTER FOUNDATION | ||||||||||
| ONE MEDICAL PLAZA | ROSEVILLE | CA | 95661 | 680040113 | FUNDRAISING | CA | 501(C)(3) | 7 | SHSSR | Yes (true) |
| SUTTER SOLANO CHARITABLE FOUNDATION | ||||||||||
| 300 HOSPITAL DRIVE | VALLEJO | CA | 94589 | 942668262 | FUNDRAISING | CA | 501(C)(3) | 7 | SHSSR | Yes (true) |
| SUTTER VISITING NURSE ASSOCIATION AND HOSPICE | ||||||||||
| 1900 POWELL ST 300 | EMERYVILLE | CA | 94608 | 946068843 | HEALTH CARE | CA | 501(C)(3) | 9 | SUTTER HEALTH | Yes (true) |
| SUTTER WEST BAY HOSPITALS | ||||||||||
| 2333 BUCHANAN STREET | SAN FRANCISCO | CA | 94115 | 940562680 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| SUTTER WEST BAY MEDICAL FOUNDATION | ||||||||||
| 2015 STEINER STREET 1ST FLOOR | SAN FRANCISCO | CA | 94115 | 942948131 | HEALTH CARE | CA | 501(C)(3) | 3 | SUTTER HEALTH | Yes (true) |
| TRACY HOSPITAL FOUNDATION | ||||||||||
| 1420 N TRACY BLVD | TRACY | CA | 95376 | 680318845 | FUNDRAISING | CA | 501(C)(3) | 11 - Type I | SCVH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| MAGNETIC IMAGING AFFILIATES | |||||||
| 175 LENNON | WALNUT CREEK | CA | 94598 | 942953833 | PATIENT CARE | CA | N/A |
| SURGICAL CENTER OF ABSMC | |||||||
| 3875 TELEGRAPH | OAKLAND | CA | 94609 | 470946086 | OUTPATIENT SURGERY | CA | N/A |
| ALTA CT SERVICES LLP | |||||||
| 175 LENNON | WALNUT CREEK | CA | 94598 | 943083464 | PATIENT CARE | CA | N/A |
| CALIFORNIA PACIFIC ADV IMAGING | |||||||
| PO BOX 6102 | NOVATO | CA | 94948 | 562311840 | MRI JOINT VENTURE | CA | N/A |
| SAN FRANCISCO ENDOSCOPY CTR | |||||||
| 3000 RIVERCHASE | BIRMINGHAM | AL | 35244 | 912160588 | ENDOSCOPY JV | CA | N/A |
| PRESIDIO SURGERY CTR | |||||||
| 1635 DIVISADERO | SAN FRANCISCO | CA | 94115 | 320144060 | AMBULATORY SURGERY | CA | N/A |
| SUTTER FAIRFIELD SURGERY CTR | |||||||
| 2700 LOW CT | FAIRFIELD | CA | 94533 | 300233892 | SURGERY | CA | N/A |
| TWIN CITIES SURGICAL HOSPITAL | |||||||
| 250 S WACKER | CHICAGO | IL | 60606 | 352182617 | SURGERY | CA | N/A |
| SUTTER AMADOR SURGERY CTR | |||||||
| 223 CLINTON RD STE 204 | JACKSON | CA | 95642 | 461398093 | SURGERY | CA | N/A |
| ROSEVILLE ENDOSCOPY CTR | |||||||
| 4 MEDICAL PLAZA STE 210 | ROSEVILLE | CA | 95661 | 870710513 | ENDOSCOPY JV | CA | N/A |
| MEMORIAL MEDICAL OFFICE BUILDING PARTNERSHIP PHASE I | |||||||
| 1800 COFFEE RD STE 76 | MODESTO | CA | 95355 | 770234236 | RENTAL PROPERTY | CA | N/A |
| MEMORIAL MEDICAL OFFICE BUILDING PARTNERSHIP PHASE II | |||||||
| 1800 COFFEE RD STE 76 | MODESTO | CA | 95355 | 770287288 | RENTAL PROPERTY | CA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| HEALTH VENTURES INC | |||||||||
| 350 HAWTHORNE ST | OAKLAND | CA | 94609 | 942918780 | HEALTH SERVICES | CA | NA | C CORPORATION | Yes (true) |
| CHARITABLE REMAINDER TRUSTS 5 | |||||||||
| PO BOX 160727 | SACRAMENTO | CA | 95816 | CRT | CA | SMCF | TRUST | ||
| LIFE INSURANCE TRUST 1 | |||||||||
| PO BOX 160727 | SACRAMENTO | CA | 95816 | SUPPORT | CA | SMCF | TRUST | ||
| 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 |
| 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SUTTER HEALTH SACRAMENTO SIERRA REGION | ||
| B | $2,755,728 | BOOK VALUE |
| SUTTER VISITING NURSE ASSOCIATION & HOSPICE DBA SUTTER CARE AT HOME | ||
| B | $157,950 | BOOK VALUE |
| SUTTER HEALTH SACRAMENTO SIERRA REGION | ||
| Q | $1,560,602 | BOOK VALUE |
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