Skip to content
Nonprofiteer
← SUTTER HEALTH ALLIANCE

Form 990 for tax year 2023

Filed by SUTTER HEALTH ALLIANCE.

Totals

Total revenue
$710,850,630
Total expenses
$700,184,338
Contributions and grants received
$0
Grants paid
$12,000
Program services expenses (Part IX)
$669,658,055
Management and general expenses
$30,526,283
Fundraising expenses
$0
Program service expenses (Part III)
$669,658,055

Program services were 95.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Brian Dean

    SH SVP, CFO

    Total calculated
    $3,562,932
    From this org
    $0
    From related orgs
    $3,284,551
    Other
    $278,381
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $961,485 related
    Bonus
    $0 + $1,487,711 related
    Other
    $0 + $835,355 related
    Deferred
    $0 + $239,464 related
    Nontaxable benefits
    $0 + $38,917 related
    Filer's total
    $0 + $3,562,932 related

  • Phil Jackson

    CEO, HEALTH PLAN PRODUCTS HPP

    Total calculated
    $1,413,257
    From this org
    $0
    From related orgs
    $1,256,835
    Other
    $156,422
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $745,191 related
    Bonus
    $0 + $403,926 related
    Other
    $0 + $107,718 related
    Deferred
    $0 + $120,864 related
    Nontaxable benefits
    $0 + $35,558 related
    Filer's total
    $0 + $1,413,257 related

  • Dominic Nakis

    SH INTERIM CFO

    Total calculated
    $1,353,843
    From this org
    $0
    From related orgs
    $1,353,843
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,353,843 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,353,843 related

  • Robert J Carnaroli

    SH VP, SALES & REL MGMT, HPP

    Total calculated
    $594,898
    From this org
    $0
    From related orgs
    $527,378
    Other
    $67,520
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,858 related
    Bonus
    $0 + $173,195 related
    Other
    $0 + $43,325 related
    Deferred
    $0 + $35,664 related
    Nontaxable benefits
    $0 + $31,856 related
    Filer's total
    $0 + $594,898 related

  • Rebecca Alvarado

    CFO, SHP

    Total calculated
    $537,656
    From this org
    $0
    From related orgs
    $478,037
    Other
    $59,619
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,091 related
    Bonus
    $0 + $80,720 related
    Other
    $0 + $65,226 related
    Deferred
    $0 + $27,664 related
    Nontaxable benefits
    $0 + $31,955 related
    Filer's total
    $0 + $537,656 related

  • Peter Bergamo

    SH VP, OPERATIONS, SHP

    Total calculated
    $457,519
    From this org
    $334,380
    From related orgs
    $81,208
    Other
    $41,931
    Hours/week
    31 + 9 related

    Schedule J breakdown matched by us

    Base
    $290,089 + $79,928 related
    Bonus
    $43,876
    Other
    $415 + $1,280 related
    Deferred
    $3,397 + $3,864 related
    Nontaxable benefits
    $27,293 + $7,377 related
    Filer's total
    $365,070 + $92,449 related

  • Gretchen Lachance

    Deputy Gen Couns, SH & SEC SHP

    Total calculated
    $441,168
    From this org
    $0
    From related orgs
    $351,933
    Other
    $89,235
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,995 related
    Bonus
    $0 + $42,962 related
    Other
    $0 + $976 related
    Deferred
    $0 + $65,660 related
    Nontaxable benefits
    $0 + $23,575 related
    Filer's total
    $0 + $441,168 related

  • Michael Poole

    Senior Director, HPP

    Total calculated
    $376,550
    From this org
    $293,175
    From related orgs
    $0
    Other
    $83,375
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,402
    Bonus
    $41,972
    Other
    $801
    Deferred
    $51,957
    Nontaxable benefits
    $31,418
    Filer's total
    $376,550

  • Jill A Glenn

    Director, Case Management

    Total calculated
    $347,876
    From this org
    $272,846
    From related orgs
    $0
    Other
    $75,030
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,993
    Bonus
    $34,751
    Other
    $2,102
    Deferred
    $50,396
    Nontaxable benefits
    $24,634
    Filer's total
    $347,876

  • Susan N Stephenson

    Director, Quality & Pat Safety

    Total calculated
    $337,606
    From this org
    $265,833
    From related orgs
    $0
    Other
    $71,773
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,667
    Bonus
    $33,447
    Other
    $5,719
    Deferred
    $48,496
    Nontaxable benefits
    $23,277
    Filer's total
    $337,606

  • Anthony Pellerin

    Director, HP Data & Analytics

    Total calculated
    $328,554
    From this org
    $250,139
    From related orgs
    $0
    Other
    $78,415
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,580
    Bonus
    $32,098
    Other
    $461
    Deferred
    $45,315
    Nontaxable benefits
    $33,100
    Filer's total
    $328,554

  • Teri Davis

    Account Manager III

    Total calculated
    $294,433
    From this org
    $271,078
    From related orgs
    $0
    Other
    $23,355
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,612
    Bonus
    $132,466
    Other
    $0
    Deferred
    $1,623
    Nontaxable benefits
    $21,732
    Filer's total
    $294,433

  • Jill Kelley

    Account Manager III

    Total calculated
    $279,355
    From this org
    $255,171
    From related orgs
    $0
    Other
    $24,184
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,523
    Bonus
    $120,648
    Other
    $0
    Deferred
    $1,575
    Nontaxable benefits
    $22,609
    Filer's total
    $279,355

  • Frances Cairns

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dave Comerchero

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cathy Eddy

    Dir, Chair Finance & Planning

    Total calculated
    $0
    Hours/week
    2

  • Jim Gray

    Director

    Total calculated
    $0
    Hours/week
    1

  • Christine Griger MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Charles Sted

    Director, Chair

    Total calculated
    $0
    Hours/week
    2 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3
SUPPLEMENTAL COMPENSATION INFORMATION: THE CEO OF THIS ORGANIZATION IS AN EMPLOYEE OF SUTTER HEALTH, A RELATED TAX-EXEMPT ORGANIZATION. THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARM'S LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. SEE SCHEDULE O NARRATIVE FOR PART VI, LINE 15 FOR A FULL DESCRIPTION OF THE COMPENSATION APPROVAL PROCESS COMPLETED BY SUTTER HEALTH.
SCHEDULE J, PART I, LINE 4A
SEVERANCE PAYMENTS: BRIAN DEAN RECEIVED SEVERANCE PAYMENTS OF $255,081.
SCHEDULE J, PART I, LINE 4B
NONQUALIFIED RETIREMENT PLAN: THE PURPOSE OF THE NONQUALIFIED RETIREMENT PLAN IS TO PROVIDE SUTTER HEALTH EXECUTIVES WITH A COMPETITIVE RETIREMENT BENEFIT CONSISTENT WITH SUTTER HEALTH'S OVERALL COMPENSATION PHILOSOPHY FOR ALL EMPLOYEES. CONTRIBUTIONS ARE DESIGNED TAKING INTO CONSIDERATION LOST RETIREMENT BENEFITS THAT WOULD OTHERWISE BE OBTAINED THROUGH THE QUALIFIED PENSION PLAN. SUTTER'S PLANS ARE DESIGNED CONSISTENT WITH COMPETITIVE INDUSTRY PRACTICES. THE RETIREMENT PLAN FOR SUTTER HEALTH EMPLOYEES IS A COMBINATION OF 403(B) EMPLOYER MATCH CONTRIBUTIONS AND QUALIFIED PENSION PLAN BENEFITS. SUTTER HEALTH EXECUTIVES ARE GENERALLY INELIGIBLE FOR EMPLOYER MATCH CONTRIBUTIONS. TO ENSURE A COMPETITIVE RETIREMENT BENEFIT, SUTTER HEALTH MAKES AN ANNUAL CONTRIBUTION TO A NON-QUALIFIED 457(F) PLAN FOR ITS EXECUTIVES. THE FORMULA PROVIDES 6% TO 12% OF BASE SALARY PLUS ANNUAL INCENTIVE PLAN AWARD (COMMENSURATE WITH MANAGEMENT LEVEL). CONTRIBUTIONS ARE ALSO MADE FOR A SMALL GROUP OF SENIOR LEVEL EXECUTIVES WHOSE ESTIMATED RETIREMENT BENEFIT (SOCIAL SECURITY PLUS QUALIFIED PLAN BENEFITS PLUS 457(F) FALLS BELOW 50% - 65% OF FINAL 4-YEAR AVERAGE BASE SALARY WHEN RETIRING AT AGE 65 WITH 22.5 YEARS OF SERVICE. TARGET BENEFIT LEVELS ARE DISCOUNTED FOR YEARS OF SERVICE LESS THAN 22.5 AT AGE 65. UNLIKE SUTTER HEALTH'S QUALIFIED PENSION PLAN WHERE EMPLOYEE BENEFITS ARE GUARANTEED (I.E., A DEFINED BENEFIT), SUTTER'S NON-QUALIFIED PLAN BENEFITS ARE NOT GUARANTEED BY SUTTER HEALTH. INVESTMENT RISK IS BORNE BY PARTICIPANTS AND BENEFITS ARE NOT PROTECTED SHOULD SUTTER HEALTH BECOME INSOLVENT.
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, average amount of spot awards tend to not exceed 5% to 15% of gross annual salary. Annual Incentive Plan (AIP): The purpose of the plan is to focus executives on specific, shorter-term goals that are critical to the achievement of affiliate, operating unit and system-wide objectives that drive overall organization performance. Long Term Performance Plans: Sutter Health also employs a long term performance plan which is designed to focus on longer term strategic objectives of the organization. Sutter's long term performance plan approach is a combination of both longer term measures of organization success and key organization strategies which require the combined effort of all leadership to achieve success. Sutter uses a common fate approach in that all LONG TERM PERFORMANCE plan participants are measured against the same, organization-wide criteria vs. individual efforts. This fosters a common purpose across leadership and a shared sense of accountability for the overall success of Sutter Health. In all cases, the Compensation Committee of the Board determines achievement of organization goals and makes final award determination which may result in a reduction of award if appropriate. All senior executive awards are reviewed for compensation reasonableness and approved by the compensation committee prior to payment.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202433199349313028

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.