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Nonprofiteer
← SUTTER DAVIS HOSPITAL FOUNDATION AND COMMUNITY BOARD

Form 990 for tax year 2023

Filed by SUTTER DAVIS HOSPITAL FOUNDATION AND COMMUNITY BOARD.

Totals

Total revenue
$694,788
Total expenses
$919,747
Contributions and grants received
$134,682
Grants paid
$138,316
Program services expenses (Part IX)
$600,884
Management and general expenses
$318,863
Fundraising expenses
$0
Program service expenses (Part III)
$600,884

Program services were 65.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Raya Elias-Petros

    Chief Philanthropy Officer-SH

    Total calculated
    $768,529
    From this org
    $0
    From related orgs
    $700,502
    Other
    $68,027
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $521,300 related
    Bonus
    $0 + $130,079 related
    Other
    $0 + $49,123 related
    Deferred
    $0 + $34,564 related
    Nontaxable benefits
    $0 + $33,463 related
    Filer's total
    $0 + $768,529 related

  • Tim Noakes

    CFO Hospital SMCS

    Total calculated
    $697,718
    From this org
    $0
    From related orgs
    $641,427
    Other
    $56,291
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,675 related
    Bonus
    $0 + $151,155 related
    Other
    $0 + $34,597 related
    Deferred
    $0 + $31,464 related
    Nontaxable benefits
    $0 + $24,827 related
    Filer's total
    $0 + $697,718 related

  • Alison Sadler

    SH VP, Philan. Ind. giving

    Total calculated
    $626,738
    From this org
    $0
    From related orgs
    $567,539
    Other
    $59,199
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,394 related
    Bonus
    $0 + $136,552 related
    Other
    $0 + $43,593 related
    Deferred
    $0 + $34,864 related
    Nontaxable benefits
    $0 + $24,335 related
    Filer's total
    $0 + $626,738 related

  • Ronnie Yamanaka

    CFO, Sacramento Market

    Total calculated
    $618,432
    From this org
    $0
    From related orgs
    $562,761
    Other
    $55,671
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,721 related
    Bonus
    $0 + $100,917 related
    Other
    $0 + $39,123 related
    Deferred
    $0 + $31,764 related
    Nontaxable benefits
    $0 + $23,907 related
    Filer's total
    $0 + $618,432 related

  • Tammy Powers

    CEO, SRMC

    Total calculated
    $590,651
    From this org
    $0
    From related orgs
    $522,693
    Other
    $67,958
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,289 related
    Bonus
    $0 + $103,200 related
    Other
    $0 + $25,204 related
    Deferred
    $0 + $36,464 related
    Nontaxable benefits
    $0 + $31,494 related
    Filer's total
    $0 + $590,651 related

  • Michael Cureton

    CEO, SAH & SDH

    Total calculated
    $526,083
    From this org
    $0
    From related orgs
    $450,425
    Other
    $75,658
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,829 related
    Bonus
    $0 + $87,307 related
    Other
    $0 + $4,289 related
    Deferred
    $0 + $44,464 related
    Nontaxable benefits
    $0 + $31,194 related
    Filer's total
    $0 + $526,083 related

  • Jodi Davis

    Frmr Chief Philanthropy Off.

    Total calculated
    $323,139
    From this org
    $0
    From related orgs
    $317,861
    Other
    $5,278
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $13,538 related
    Bonus
    $0 + $226,971 related
    Other
    $0 + $77,352 related
    Deferred
    $0 + $2,656 related
    Nontaxable benefits
    $0 + $2,622 related
    Filer's total
    $0 + $323,139 related

  • Lisa Hume

    Director of Philanthropy

    Total calculated
    $289,271
    From this org
    $0
    From related orgs
    $269,876
    Other
    $19,395
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,516 related
    Bonus
    $0 + $32,464 related
    Other
    $0 + $1,896 related
    Deferred
    $0 + $2,758 related
    Nontaxable benefits
    $0 + $16,637 related
    Filer's total
    $0 + $289,271 related

  • Ron Brown

    Trustee/Vice-Chair

    Total calculated
    $0
    Hours/week
    2

  • Camille Chan

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Vanessa Errecarte

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    2

  • Richard P Luna

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Newell

    TRUSTEE/Secretary

    Total calculated
    $0
    Hours/week
    2

  • Lea Rosenberg

    trustee

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 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 ACCOUNTABILITY 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. 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 4B
NONQUALIFIED RETIREMENT PLAN: CERTAIN 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 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 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 LONG TERM PERFORMANCE PLANS WHICH ARE DESIGNED TO FOCUS ON LONGER TERM STRATEGIC OBJECTIVES OF THE ORGANIZATION. SUTTER'S LONG TERM PERFORMANCE PLAN APPROACH IS A COMBINATION OF BOTH LONGER TERM MEASURES OF ORGANIZATION SUCCESS AND KEY ORGANIZATION STRATEGIES WHICH REQUIRE THE COMBINED EFFORT OF ALL LEADERSHIP TO ACHIEVE SUCCESS. SUTTER USES A COMMON FATE APPROACH IN THAT ALL LONG TERM PERFORMANCE PLAN PARTICIPANTS ARE MEASURED AGAINST THE SAME, ORGANIZATION-WIDE CRITERIA VS. INDIVIDUAL EFFORTS. THIS FOSTERS A COMMON PURPOSE ACROSS LEADERSHIP AND A SHARED SENSE OF ACCOUNTABILITY FOR THE OVERALL SUCCESS OF SUTTER HEALTH. IN ALL CASES, THE COMPENSATION COMMITTEE OF THE BOARD DETERMINES ACHIEVEMENT OF ORGANIZATION GOALS AND MAKES FINAL AWARD DETERMINATION WHICH MAY RESULT IN A REDUCTION OF AWARD IF APPROPRIATE. ALL SENIOR EXECUTIVE AWARDS ARE REVIEWED FOR COMPENSATION REASONABLENESS AND APPROVED PRIOR TO PAYMENT BY THE COMPENSATION COMMITTEE.

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

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
4 November 2024
IRS schema version
2023v5.1
Source object
202433179349303348

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

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