SUTTER MEDICAL CENTER FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SUTTER MEDICAL CENTER FOUNDATION (EIN 94-2788906)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-18
- IRS object ID
- 201132919349301003
- Schema version
- 2010v3.4
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-18T11:10:57-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 178 S RIO GRANDE STREET SUITE 400 | AddressLine1 |
| City | SALT LAKE CITY | City |
| State | UT | State |
| ZIP Code | 84101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942788906 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUTTER MEDICAL CENTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUTT | NameControl |
| Phone | 9162866665 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY WALAITIS | Name |
| Title | CEO | Title |
| Phone | 9162866665 | Phone |
| Date Signed | 2011-10-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8013503300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHERINE KEENEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 6086093 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SUTTERHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4027319 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2351707 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1561602 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1381343 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1433714 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2265110 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 34524 | OtherRevenuePriorYear |
| Other Revenue Current Year | 43141 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7057159 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6041301 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5591334 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3238170 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 201395 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 948619 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1502936 | OtherExpensePriorYear |
| Other Expenses Current Year | 617514 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7295665 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4804303 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -238506 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1236998 | RevenuesLessExpensesCY |
| Total Assets BOY | 46087016 | TotalAssetsBOY |
| Total Assets EOY | 48421258 | TotalAssetsEOY |
| Total Liabilities BOY | 2784212 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1626900 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 43302804 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 46794358 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4353063 | Expense |
| Grants | 3238170 | Grants |
| Revenue | 1381343 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 4353063 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL ZIELENSKI | NamePerson |
| Telephone Number | 9162866510 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 RIVER PLAZA DRIVE | AddressLine1 |
| City | SACRAMENTO | City |
| State | CA | State |
| ZIP Code | 95833 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| MUHAMMAD AFZAL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| STEVEN AYERS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ALISON BUHLER | |||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||
| VINCENT CAGGIANO | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOHN CHIN MD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| NANCY E COLE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| KENT DAFT DDS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| STEVE DIVINE | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| MICHAEL DOURGARIAN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| DERRICK FONG | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| THOMAS GAGEN | |||||||
| CEO-SMCS | 2.0 | X | 0 | 945037 | 446279 | ||
| MORRISON GRAF | |||||||
| PROJECT CONTROLS DIR-SH | 1.0 | X | 0 | 205837 | 20521 | ||
| MICHAEL INGRAM MD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GREGORY JANOS MD | |||||||
| MEDICAL DIRECTOR | 1.0 | X | 0 | 174368 | 19108 | ||
| TED JENKINS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| KENNETH JOHNSON | |||||||
| TRUSTEE/CHAIR | 3.0 | X | 0 | 0 | 0 | X | |
| KATHERINE M KEENEY | |||||||
| EXECUTIVE DIRECTOR-SMCF | 40.0 | X | 0 | 209183 | 20671 | X | |
| WILLIAM J MARTIN | |||||||
| TRUSTEE/VICE CHAIR FINANCE | 3.0 | X | 0 | 0 | 0 | X | |
| DIANE MIZELL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GLORIA NAIFY | |||||||
| SECRETARY/TRUSTEE | 3.0 | X | 0 | 0 | 0 | X | |
| TEIMOUR NASIROV MD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| ELAINE NELSON | |||||||
| TRUSTEE/VICE CHAIR GIVING | 1.0 | X | 0 | 0 | 0 | X | |
| RICHARD W OSEN | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| JOHN PAPPAS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| GARY RAVEL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| PAUL ROSENBERG MD | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| SCOTT SETZER | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| KENT W SILVESTER ESQ | |||||||
| TRUSTEE/VICE CHAIR DEF. GIVING | 1.0 | X | 0 | 0 | 0 | X | |
| CHRISTOPHER STEVENS | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| LAWRENCE WENGEL | |||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||
| RICHARD SOOHOO | |||||||
| ASST. ADMIN .FINANCE, SMCS/SDH | 1.0 | 0 | 269809 | 93498 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1804234 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 600077 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 3470 | FederatedCampaigns |
| Fundraising Events | 86421 | FundraisingEvents |
| Related Organizations | 7399 | RelatedOrganizations |
| All Other Contributions | 2254417 | AllOtherContributions |
| Noncash Contributions | 331 | NoncashContributions |
| Total Contributions | 2351707 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HOSPITAL SUPPORT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1381343 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1381343 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1381343 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2265110 | TotalRevenueColumn |
| Exclusion | $2,265,110 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 38001 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 38001 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38001 | TotalRevenueColumn |
| Exclusion | $38,001 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 49932 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 86421 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 44792 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5140 | TotalRevenueColumn |
| Exclusion | $5,140 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6041301 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1381343 | RelatedOrExemptFunctionIncome |
| Exclusion | $2,308,251 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3232832 | Total |
| Program Services | 3232832 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5338 | Total |
| Program Services | 5338 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 630877 | Total |
| Program Services | 555913 | ProgramServices |
| Management And General | 74964 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317742 | Total |
| Program Services | 285606 | ProgramServices |
| Management And General | 32136 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24456 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 24456 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126746 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 126746 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93712 | Total |
| Program Services | 75401 | ProgramServices |
| Management And General | 18311 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92325 | Total |
| Program Services | 38106 | ProgramServices |
| Management And General | 54219 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 36000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2676 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2676 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2199 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2199 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9146 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 9146 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COMMUNITY SUPPORT | 83372 | 83372 | 0 | 0 |
| REGIONAL EXPENSE | 71286 | 71286 | 0 | 0 |
| DUES AND SUBSCRIPTIONS | 18037 | 0 | 18037 | 0 |
| MEALS AND ADMIN | 16807 | 50 | 16757 | 0 |
| OTHER EXPENSES | 40752 | 5159 | 35593 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4804303 | Total |
| Program Services | 4353063 | ProgramServices |
| Management And General | 451240 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1020755 | BOY |
| EOY | 1737035 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15645955 | BOY |
| EOY | 14866274 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19206 | BOY |
| EOY | 19783 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 41924 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 41924 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28840396 | BOY |
| EOY | 31225396 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560704 | BOY |
| EOY | 572770 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46087016 | BOY |
| EOY | 48421258 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2778404 | BOY |
| EOY | 1524410 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5808 | BOY |
| EOY | 102490 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2784212 | BOY |
| EOY | 1626900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13777409 | BOY |
| EOY | 16454500 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24019792 | BOY |
| EOY | 24788243 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5505603 | BOY |
| EOY | 5551615 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43302804 | BOY |
| EOY | 46794358 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46087016 | BOY |
| EOY | 48421258 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1236998 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2254556 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5312136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5033524 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5563519 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4027319 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2351707 | CurrentTaxYear |
| Total | 22288205 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5312136 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5033524 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5563519 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4027319 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2351707 | CurrentTaxYear |
| Total | 22288205 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 22288205 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 859111 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1276980 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1385615 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 794821 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2303111 | CurrentTaxYear |
| Total | 6619638 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 59804 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45951 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 206790 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40451 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49932 | CurrentTaxYear |
| Total | 402928 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 29310771 | TotalSupport |
| Gross Receipts From Admissions Etc | 5179484 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.76041 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87393 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13875601 | BeginningOfYearBalance |
| Contributions | 150 | Contributions |
| Investment Earnings Or Losses | 1755338 | InvestmentEarningsOrLosses |
| Other Expenditures | 367551 | OtherExpenditures |
| End Of Year Balance | 15263538 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11033942 | BeginningOfYearBalance |
| Contributions | 15223 | Contributions |
| Investment Earnings Or Losses | 2828266 | InvestmentEarningsOrLosses |
| Other Expenditures | 1830 | OtherExpenditures |
| End Of Year Balance | 13875601 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13374449 | BeginningOfYearBalance |
| Contributions | 1806238 | Contributions |
| Investment Earnings Or Losses | -3780917 | InvestmentEarningsOrLosses |
| Other Expenditures | 365828 | OtherExpenditures |
| End Of Year Balance | 11033942 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.41000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.59000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41924 | OtherCostOrOtherBasis |
| Depreciation | 41924 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INSURANCE LIABILITIES | $5,808 |
| OTHER LIABILITIES | $96,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 102490 | TotalOfAmounts |
| Total Revenue | 6041301 | TotalRevenue |
| Total Expenses | 4804303 | TotalExpenses |
| Excess Or Deficit For Year | 1236998 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2192010 | NetUnrealizedGLOnInvestments |
| Other | $62,546 | OtherAmount |
| Total Adjustments | 2254556 | TotalAdjustments |
| Excess Or Deficit Per FS | 3491554 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8213902 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2192010 | NetUnrealizedGainsInvestments |
| Other Revenues | 107338 | OtherRevenues |
| Revenue Not Rptd F990 | 2299348 | RevenueNotRptdF990 |
| Revenue Subtotal | 5914554 | RevenueSubtotal |
| Investment Expenses Not Included | 126747 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 126747 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6041301 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4722348 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 44792 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 44792 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4677556 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 126747 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 126747 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4804303 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS | PART V, LINE 4 | 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 SIMR 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 DISTRUBUTED 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. |
| FIN48 (ASC 740) FOOTNOTE FROM AUDIT | PART X, LINE 2 | THIS ORGANIZATION WAS PART OF A CONSOLIDATED FINANCIAL SYSTEM AUDIT. THE ASC 740 AUDIT FOOTNOTE DISCLOSURE FOR THE SUTTER SYSTEM IS AS FOLLOWS: DEFERRED INCOME TAX ASSETS, WHICH AS OF DECEMBER 31, 2010 AND 2009 WERE FULLY RESERVED, REFLECT THE NET TAX EFFECT OF TEMPORARY DIFFERENCES BETWEEN THE CARRYING AMOUNTS OF ASSETS AND THE LIABILITIES FOR FINANCIAL REPORTING AND THE AMOUNTS USED FOR INCOME TAX PURPOSES. AS OF DECEMBER 31, 2010 AND 2009, SUTTER HAD DEFERRED TAX ASSETS OF $13 (MILLION) RELATING PRINCIPALLY TO NET OPERATING LOSS CARRYOVERS. AS OF DECEMBER 31, 2010 AND 2009, SUCH DEFERRED TAX ASSETS WERE OFFSET BY A VALUATION ALLOWANCE OF $13 (MILLION). THE VALUATION ALLOWANCE DID NOT CHANGE IN 2010 OR 2009. FEDERAL NET OPERATING LOSS CARRYOVERS TOTALED $32 (MILLION) AT DECEMBER 31, 2010 AND WILL EXPIRE BETWEEN 2015 AND 2030. |
| RECONCILIATION - OTHER ITEM | PART XI, LINE 8 | OTHER ITEM ON LINE 8 INCLUDE: CHANGE IN VALUE OF PLEDGES AND SPLIT INTEREST AGREEMENTS: $62,546 |
| RECONCILIATION - OTHER ITEM | PART XII, LINE 2D | OTHER ITEMS ON LINE 2D INCLUDES: CHANGE IN VALUE OF PLEDGES AND SPLIT INTEREST AGREEMENTS: $ 62,546 SPECIAL EVENT EXPENSE: 44,792 ------- TOTAL $107,338 ======= |
| RECONCILIATION - OTHER ITEM | PART XIII, LINE 2D | OTHER ITEM ON LINE 2D INCLUDES: SPECIAL EVENT EXPENSE: $ 44,792 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 111309 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 62214 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 49095 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 1040 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 9173 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 15000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 16509 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1628 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TRIBUTE TREE | NameOfEvent2 |
| Gross Receipts Event2 | 25044 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 24207 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 837 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 1442 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 136353 | GrossReceiptsTotal |
| Charitable Contributions Total | 86421 | CharitableContributionsTotal |
| Gross Revenue Total Events | 49932 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 1040 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 9173 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 15000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 16509 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 3070 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 44792 | DirectExpenseSummaryEvents |
| Net Income Summary | 5140 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| SUTTER HEALTH SACRAMENTO SIERRA REGION | |||||||
| 2800 L St 7th Fl | SACRAMENTO | CA | 95816 | 941156621 | 501(C)(3) | 3127910 | OPERATING EXPENSES |
| SUTTER VNA & HOSPICE | |||||||
| 1900 POWELL ST 300 | EMERYVILLE | CA | 94608 | 946068843 | 501(C)(3) | 104923 | OPERATING EXPENSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SAMGEN FUND | TypeOfGrant |
| Number Of Recipients | 5 | NumberOfRecipients |
| Amount Of Cash Grant | 5338 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | PART I, LINE 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS GAGEN | |||||||||||||
| 0 | 614124 | 0 | 321979 | 0 | 8934 | 0 | 429132 | 0 | 17147 | 0 | 1391316 | 0 | 341270 |
| MORRISON GRAF | |||||||||||||
| 0 | 205837 | 0 | 0 | 0 | 0 | 0 | 9242 | 0 | 11279 | 0 | 226358 | 0 | 0 |
| GREGORY JANOS MD | |||||||||||||
| 0 | 174368 | 0 | 0 | 0 | 0 | 0 | 7829 | 0 | 11279 | 0 | 193476 | 0 | 0 |
| KATHERINE M KEENEY | |||||||||||||
| 0 | 209183 | 0 | 0 | 0 | 0 | 0 | 9392 | 0 | 11279 | 0 | 229854 | 0 | 0 |
| RICHARD SOOHOO | |||||||||||||
| 0 | 222976 | 0 | 46500 | 0 | 333 | 0 | 81529 | 0 | 11969 | 0 | 363307 | 0 | 45953 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RELEVANT INFORMATION REGARDING COMPENSATION ITEMS | PART I, QUESTION 1A | TRAVEL FOR COMPANIONS: OFFICERS AND KEY EMPLOYEES PAID BY SUTTER HEALTH ARE ELIGIBLE TO BRING A COMPANION ON ONE BUSINESS TRIP PER CALENDAR YEAR AND HAVE THE COST OF THE AIRFARE AND MEALS PAID FOR BY SUTTER HEALTH. THE COST IS ADDED TO EMPLOYEE'S WAGES. 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 EMPLOYEE'S WAGES. |
| SUPPLEMENTAL COMPENSATION INFORMATION | PART I, QUESTION 3 | THE CEO OF THE ORGANIZATION IS AN EMPLOYEE OF SUTTER HEALTH. THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. |
| NONQUALIFIED RETIREMENT PLAN | PART I, QUESTION 4B | THE PURPOSE OF THE NONQUALIFIED RETIREMENT PLAN IS TO PROVIDE ADDITIONAL DEFERRED COMPENSATION BENEFITS TO THE PARTICIPANTS, WHO ARE MEMBERS OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES, BY PROVIDING FOR THE PAYMENT OF DEFERRED COMPENSATION AFTER THE COMPLETION OF THE SPECIFIED NUMBER OF YEARS OF SERVICE. ANNUALLY, SUTTER HEALTH MAKES A CONTRIBUTION TO EACH PARTICIPANT'S ACCOUNT BASED ON 4% OF BASE PAY. THERE IS AN ADDITIONAL CONTRIBUTION FOR EXECUTIVES WHOSE PENSION ELIGIBLE EARNINGS WERE GREATER THAN THE PENSION PAY CAP IN THE PREVIOUS YEAR. THE CALCULATION IS AS FOLLOWS: - PENSION ELIGIBLE EARNINGS - LESS PENSION PAYCAP AMOUNT - TIMES A SPECIFIC % BASED ON YEARS OF SERVICE THE PENSION RESTORATION PLAN IS DESIGNED TO HELP MAXIMIZE EACH PARTICIPANT'S RETIREMENT POTENTIAL BY PROVIDING A TARGETED BENEFIT THAT, ALONG WITH EACH PARTICIPANT'S OTHER RETIREMENT INCOME, PROVIDES: - 65% OF FINAL 4-YEAR AVERAGE SALARY IF PARTICIPANT RETIRES AT AGE 65 WITH 22.5 YEARS OF SERVICE. - 50% OF FINAL 4-YEAR AVERAGE SALARY IF PARTICIPANT RETIRES AT AGE 65 WITH 15 YEARS OF SERVICE. SINCE IT IS A TARGETED BENEFIT, ANNUAL CONTRIBUTION AMOUNTS VARY BASED ON ASSUMPTIONS MADE TAKING INTO ACCOUNT EACH PARTICIPANTS' AGE, YEARS OF SERVICE, AND OTHER RETIREMENT ACCOUNT BALANCES. NAME AND AMOUNT FOR 2010 THOMAS GAGEN $141,400 RICHARD SOOHOO $8,000 |
| NON-FIXED PAYMENTS | PART I, QUESTION 7 | 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 PLAN (LTPP) 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 CEO discretionary component. This unique feature allows the President & CEO the ability 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 and are reviewed by the Compensation Committee. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MISSION STATEMENT | FORM 990 PART I, LINE 1 AND PART III, LINE 1 | 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. |
| EXEMPT PURPOSE ACHIEVEMENTS | 990 PART III, LINE 4A | SUTTER MEDICAL CENTER FOUNDATION PROMOTES PHILANTHROPY IN SUPPORT OF SUTTER MEDICAL CENTER, SACRAMENTO. IN 2010, FUNDS WERE TRANSFERRED FROM THE FOUNDATION TO THE MEDICAL CENTER FOR THE FOLLOWING: CANCER $530,149 BONE MARROW TRANSPLANT DATA MANAGEMENT PATIENT REUNION PATIENT EDUCATION BREAST CANCER NAVIGATOR CANCERHELP SOFTWARE ART THERAPY PROGRAM CLINICAL INSTRUMENTS DANCE MOVEMENT THERAPY INFUSION PUMPS MASSAGE THERAPY PROGRAM MUSIC THERAPY PROGRAM NUTRITION COUNSELING PATIENT EDUCATION, SUPPORT AND COUNSELING TUMOR BOARD FOOD CHILDREN'S $238,692 CHILD LIFE LITTLE WISHES COORDINATOR TOYS/EVENTS FACILITY DOG PROGRAM OUTPATIENT SERVICES CARDIAC CLINIC CHILD DIABETES PROGRAM CLEFT PALATE PROGRAM DEVELOPMENTAL CLINIC GI CLINIC METABOLIC/GENETICS CLINIC NUTRITION CLINIC PEDIATRIC HEALTHY LIFESTYLES PROGRAM PENS (PEDIATRIC ENDOCRINOLOGY) CLINIC PULMONARY/CYSTIC FIBROSIS CLINIC GENERAL SERVICES CARDIAC MONITORS BEREAVEMENT BOOKS NICU BODY COOLING SYSTEM ULTRASOUND SYSTEM FOR THE PICU PARENT SUPPORT HEART $81,782 CLINICAL EXCELLENCE WORKSHOP NURSING SYMPOSIUM PATIENT EDUCATION MATERIALS NURSING EDUCATION/CONFERENCES OPERATING TABLE MENTAL HEALTH $49,575 SPIRITUAL CARE GROUP CHAPLAIN CHILDREN'S CHRISTMAS TOYS AND SUPPLIES MUSIC THERAPY AESTHETIC IMPROVEMENTS MISCELLANEOUS $82,580 ADULT PROTECTIVE SERVICES PROJECT CARE CHANNEL BROADCAST RIGHTS CME WORKSHOPS EMERGENCY DEPARTMENT SKILLS FAIRE EMPLOYEE HARDSHIP REQUESTS STAFF CONTINUING EDUCATION REHAB EQUIPMENT ORTHO PATIENT PRE-OP EDUCATION BOOKLETS PHARMACIST EDUCATION PROGRAMS ORTHO EXERCISE VIDEOS NEUROSCIENCE $87,847 MEMORY CLINIC SLEEP CENTER UPGRADES STROKE CAMP SUTTER RESOURCE LIBRARY $182,793 BOOKS LIBRARY SUPPORT SENIOR CARE $11,969 TV'S MUSIC THERAPY MASSAGE THERAPY TAI CHI AND QIGONG CLASSES ENVIRONMENTAL IMPROVEMENTS THE SHARING PLACE $15,725 FACILITY REPAIRS SPIRITUAL CARE $14,552 ON-CALL CHAPLAIN RELIGIOUS MATERIALS FOR PATIENTS SUTTER VNA AND HOSPICE $90,180 CHILDREN'S BEREAVEMENT ART GROUP, ADULT ART THERAPY SUTTER SAMARITAN $74,194 NEEDY PATIENT SUPPORT SUTTER INSTITUTE FOR MEDICAL RESEARCH $185,610 NATIONAL CANCER INSTITUTE RESEARCH CLINICAL TRIAL STUDIES SYSTEM LAB EDUCATION $30,200 WOMEN'S AND CHILDREN'S $53,060 EDUCATIONAL BOOKS FOR PARENTS OF PREEMIES CAL LEARN PROGRAM MEMORY BOXES/BEREAVEMENT RESOURCES NICU PATIENT REUNION NEONATAL INTENSIVE CARE NEEDS FOLLOWING IS AN EXAMPLE OF NUMBERS OF LIVES TOUCHED BY PHILANTHROPIC FUNDING THROUGH SUTTER MEDICAL CENTER FOUNDATION IN 2010: SUTTER SAMARITAN $74,194 CONNECTING OVER 475 UNINSURED LOW INCOME PATIENTS RECENTLY DISCHARGED FROM THE HOSPITAL WITH NEEDED ITEMS AND SERVICES, INCLUDING MEDICATIONS, DURABLE MEDICAL EQUIPMENT, CLOTHING, TEMPORARY LODGING AND TRANSPORTATION. MASTER PLAN PROJECT $1,227,800 FINALLY, SUTTER MEDICAL CENTER FOUNDATION TRANSFERRED MORE THAN $1.2 MILLION TO THE MASTER PLAN PROJECT, HELPING TO BUILD OUR INNOVATIVE NEW MEDICAL CENTER DESIGNED TO DELIVER ADVANCED, PATIENT-CENTERED CARE IN A HEALING ENVIRONMENT. |
| DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS | FORM 990, PART VI, QUESTIONS 6 & 7A | 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. |
| DESCR CLASSES OF PERSONS, DECISIONS REQUIRING APPR & TYPE OF VOTING RIGHTS | FORM 990, PART VI, QUESTION 7B | 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. |
| DESCRIBE THE PROCESS USED BY MGMT &/OR GOVERNING BODY TO REVIEW FORM 990 | FORM 990, PART VI, QUESTION 11A | 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. ADDITIONALLY, THE CHIEF FINANCIAL OFFICER SIGNS OFF ON THIS DATA BEFORE THE RETURN GOES TO THE PREPARATION STAGE. A NATIONAL ACCOUNTING FIRM PREPARES AND/OR REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT AND THE AFFILIATE WITH THE CHIEF FINANCIAL OFFICER GIVING HIS/HER APPROVAL BEFORE THE RETURN IS FILED. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | FORM 990, PART VI, QUESTION 12 | EACH INDIVIDUAL BOARD MEMBER AND OFFICER HAS TO SIGN AN ACKNOWLEDGEMENT FORM THAT THEY HAVE READ THE POLICY. ANNUALLY A DISCLOSURE STATEMENT IS COMPLETED BY ALL OFFICERS AND BOARD MEMBERS. 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 TRUSTEE 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 TRUSTEE TO NOT PARTICIPATE DURING RELATED PRESENTATIONS AND DISCUSSIONS. IN ALL CIRCUMSTANCES INVOLVING AN ACTUAL CONFLICT, THE INTERESTED TRUSTEE SHALL REFRAIN FROM VOTING ON ANY MATTER RELATED TO THE TRANSACTION. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, QUESTION 15 | THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. IN ORDER TO ENSURE EXTERNAL COMPETITIVENESS, NATIONAL, 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. ALL OFFICERS OF THE ORGANIZATION (I.E., CEO, CFO, COO) UNDERGO A REVIEW AND COMPENSATION COMMITTEE APPROVAL ANNUALLY. KEY EMPLOYEES AND OTHER EXECUTIVES OF SUTTER HEALTH WHO ARE CONSIDERED DISQUALIFIED PERSONS FOR FORM 990 REPORTING PURPOSES ARE HANDLED IN THE SAME MANNER. |
| AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY, & FIN STMTS TO GEN PUBLIC | FORM 990, PART VI, QUESTION 19 | 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. |
| HOURS PER WEEK DEVOTED TO RELATED ORGANIZATION | FORM 990, PART VII | THE FOLLOWING BOARD MEMBERS/OFFICERS OF THE ORGANIZATION ARE FULL-TIME (40 HOURS PER WEEK) EMPLOYEES OF SUTTER HEALTH AND THEIR SUTTER HEALTH SALARY IS REPORTED HEREIN. THESE INDIVIDUALS RECEIVE NO COMPENSATION FOR THEIR SERVICE AS BOARD MEMBERS/OFFICERS OF THIS ORGANIZATION. THOMAS GAGEN MORRISON L GRAF GREGORY JANOS MD |
| OTHER CHANGES IN FUND BALANCE | FORM 990, PART XI, LINE 5 | CHANGE IN UNREALIZED GAIN/(LOSS) ON INVESTMENTS $ 2,192,010 CHANGE IN VALUE OF PLEDGES AND SPLIT INTEREST AGREEMENTS 62,546 ----------- $ 2,254,556 =========== |
| COMPILATION, REVIEW AND AUDIT OF INDEPENDENT ACCOUNTANT | FORM 990, PART XII, QUESTION 2 | ANNUALLY THE SUTTER HEALTH SYSTEM HAS AN AUDIT OF COMBINED BALANCE SHEETS AND STATEMENTS OF OPERATIONS PERFORMED BY INDEPENDENT AUDITORS. AN AUDIT COMMITTEE SELECTS THE AUDITORS AND REVIEWS RESULTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (31 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ADOLESCENT TREATMENT CENTERS INC | |||||||||
| 390 40TH STREET | OAKLAND | CA | 94609 | 680088443 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER EBH |
| ALTA BATES SUMMIT FOUNDATION | |||||||||
| 3012 SUMMIT STREET 3RD FLOOR | OAKLAND | CA | 94609 | 510160184 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER EBH |
| CALIFORNIA PACIFIC MEDICAL CTR FOUND | |||||||||
| 2015 STEINER STREET 2ND FLOOR | SAN FRANCISCO | CA | 94115 | 942728423 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER WBH |
| DELTA MEMORIAL HOSPITAL FOUNDATION | |||||||||
| 3901 LONE TREE WAY | ANTIOCH | CA | 94509 | 942417022 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER EBH |
| EAST BAY PERINATAL CENTER | |||||||||
| 350 HAWTHORNE AVE | OAKLAND | CA | 94609 | 510172285 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER EBH |
| EDEN MEDICAL CENTER | |||||||||
| 20103 LAKE CHABOT ROAD | CASTRO VALLEY | CA | 94546 | 942948100 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| MARIN COMMUNITY HEALTH | |||||||||
| 250 BON AIRE ROAD | GREENBRAE | CA | 94904 | 942994751 | SUPPORTING OR | CA | 501(C)(3) | 11b - II | SUTTER HLTH |
| MILLS-PENINSULA HEALTH SERVICES | |||||||||
| 1501 TROUSDALE DRIVE | BURLINGAME | CA | 94010 | 941156265 | HOSPITAL | CA | 501(C)(3) | 3 | PAMF |
| MILLS-PENINSULA HOSPITAL FOUNDATION | |||||||||
| 1501 TROUSDALE DRIVE | BURLINGAME | CA | 94010 | 237288765 | FUNDRAISING | CA | 501(C)(3) | 11a - I | MPHS |
| PALO ALTO MEDICAL FOUNDATION | |||||||||
| 2350 EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 941156581 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SAMUEL MERRITT UNIVERSITY | |||||||||
| 450 30TH STREET 2840 | OAKLAND | CA | 94609 | 942992642 | UNIVERSITY | CA | 501(C)(3) | 2 | SUTTER EBH |
| SUTTER AUBURN FAITH HOSPITAL FOUNDATION | |||||||||
| 11815 EDUCATION ST | AUBURN | CA | 95602 | 942594966 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER SSR |
| SUTTER CENTRAL VALLEY HOSPITALS | |||||||||
| 1800 COFFEE ROAD SUITE 76 | MODESTO | CA | 95355 | 941080917 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER COAST HOSPITAL | |||||||||
| 800 E WASHINGTON BLVD | CRESCENT CITY | CA | 95531 | 942988520 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER DAVIS HOSPITAL FOUNDATION | |||||||||
| PO BOX 1617 | DAVIS | CA | 95617 | 680217870 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER SSR |
| SUTTER EAST BAY HOSPITALS | |||||||||
| 3012 SUMMIT STREET 3RD FLOOR | OAKLAND | CA | 94609 | 941196176 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER EAST BAY MEDICAL FOUNDATION | |||||||||
| 3687 MT DIABLO BLVD 200 | LAFAYETTE | CA | 94549 | 942690415 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER GOULD MEDICAL FOUNDATION | |||||||||
| 600 COFFEE ROAD | MODESTO | CA | 95355 | 941682256 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER HEALTH | |||||||||
| 2200 RIVER PLAZA DRIVE | SACRAMENTO | CA | 95833 | 942788907 | SUPPORTING OR | CA | 501(C)(3) | 11c III-FI | NA |
| SUTTER HEALTH PACIFIC | |||||||||
| 91-2301 FT WEAVER RD | EWA BEACH | HI | 96706 | 990298651 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER HEALTH SACRAMENTO SIERRA REGION | |||||||||
| PO BOX 160727 | SACRAMENTO | CA | 95816 | 941156621 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER INSURANCE SERVICES CORPORATION | |||||||||
| 745 FORT STREET SUITE 800 | HONOLULU | HI | 96813 | 990289310 | INSURANCE SER | HI | 501(C)(3) | 11b - II | SUTTER HLTH |
| SUTTER MEDICAL CENTER FOUNDATION | |||||||||
| PO BOX 160727 | SACRAMENTO | CA | 95816 | 942788906 | FUNDRAISING | CA | 501(C)(3) | 7 | SUTTER SSR |
| SUTTER MEDICAL CENTER CASTRO VALLEY | |||||||||
| 20130 LAKE CHABOT RD 103 | CASTRO VALLEY | CA | 94546 | 770146047 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER MEDICAL FOUNDATION | |||||||||
| 2800 L STREET 7TH FLOOR | SACRAMENTO | CA | 95816 | 680273974 | HEALTH CARE | CA | 501(C)(3) | 11b - II | SUTTER HLTH |
| SUTTER ROSEVILLE MEDICAL CTR FOUNDATION | |||||||||
| ONE MEDICAL PLAZA | ROSEVILLE | CA | 95661 | 680040113 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER SSR |
| SUTTER SOLANO CHARITABLE FOUNDATION | |||||||||
| 300 HOSPITAL DRIVE | VALLEJO | CA | 94589 | 942668262 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER SSR |
| SUTTER VISITING NURSE ASSOC AND HOSPICE | |||||||||
| 1900 POWELL ST 300 | EMERYVILLE | CA | 94608 | 946068843 | HEALTH CARE | CA | 501(C)(3) | 9 | SUTTER HLTH |
| SUTTER WEST BAY HOSPITALS | |||||||||
| 2333 BUCHANAN STREET | SAN FRANCISCO | CA | 94115 | 940562680 | HOSPITAL | CA | 501(C)(3) | 3 | SUTTER HLTH |
| SUTTER WEST BAY MEDICAL FOUNDATION | |||||||||
| 2015 STEINER STREET 1ST FLOOR | SAN FRANCISCO | CA | 94115 | 942948131 | HEALTHCARE | CA | 501(C)(3) | 3 | SUTTER HLTH |
| TRACY HOSPITAL FOUNDATION | |||||||||
| 1420 N TRACY BLVD | TRACY | CA | 95376 | 680318845 | FUNDRAISING | CA | 501(C)(3) | 11a - I | SUTTER CVH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | true | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | true | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | true | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Comments