Skip to content
Nonprofiteer
← SUTTER HEALTH PACIFIC

Form 990 for tax year 2024

Filed by SUTTER HEALTH PACIFIC.

Totals

Total revenue
$7,612,696
Total expenses
$21,514,709
Contributions and grants received
$14,018
Grants paid
$0
Program service revenue
$9,808,795
Investment income
-$2,210,117
Other revenue
$0
Total assets, end of year
$6,563,367
Total liabilities, end of year
$4,770,009
Net assets or fund balances, end of year
$1,793,358
Program services expenses (Part IX)
$18,802,626
Management and general expenses
$2,706,003
Fundraising expenses
$6,080
Program service expenses (Part III)
$18,802,626

Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $493

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $13,525

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $9,808,795 · related or exempt $9,808,795

  • 3 · Investment income

    total $36,784 · unrelated business $0 · excluded $36,784

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · unrelated business $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    other assets $8,000,000

  • 7b · Less cost or other basis and sales expenses

    securities $185 · other assets $10,246,716

  • 7c · Gain or loss

    securities -$185 · other assets -$2,246,716

  • 7d · Net gain or loss

    total -$2,246,901 · excluded -$2,246,901

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $388,932 · management and general $388,932

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0

  • 7 · Other salaries and wages

    total $9,073,946 · program services $8,747,907 · management and general $326,039

  • 8 · Pension plan contributions

    total $519,867 · program services $497,516 · management and general $22,351

  • 9 · Other employee benefits

    total $4,546,932 · program services $3,863,395 · management and general $683,537

  • 10 · Payroll taxes

    total $1,038,133 · program services $934,672 · management and general $103,461

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $55,036 · management and general $55,036

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $3,605 · management and general $3,605

  • 11g · Fees: other

    total $1,198,437 · program services $1,198,437

  • 12 · Advertising and promotion

    total $20,364 · program services $20,364

  • 13 · Office expenses

    total $430,663 · program services $265,089 · management and general $159,804 · fundraising $5,770

  • 14 · Information technology

    total $174,694 · program services $138 · management and general $174,556

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $654,420 · program services $654,189 · management and general $231

  • 17 · Travel

    total $80,737 · program services $74,278 · management and general $6,459

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,749 · program services $1,649 · management and general $100

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $465,676 · program services $465,676

  • 23 · Insurance

    total $197,548 · program services $197,548

  • 24a · Other expenses: PURCHASED SERVICES

    total $1,825,752 · program services $1,562,625 · management and general $263,127

  • 24b · Other expenses: CDBG GRANT SETTLEMENT

    total $382,351 · management and general $382,351

  • 24c · Other expenses: FOOD

    total $226,672 · program services $226,672

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $71,168 · program services $20,322 · management and general $50,846

  • 24e · All other expenses

    total $158,027 · program services $72,149 · management and general $85,568 · fundraising $310

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $1,409,784 · end of year $6,280,526

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $4,397,931 · end of year $275,056

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $7,267 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $264,430 · end of year $7,785

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $10,664,696 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $9,419 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,001,237 · end of year $50,648

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $5,622,834 · end of year $4,719,361

  • 27 · Net assets without donor restrictions

    beginning of year $10,065,322 · end of year $1,793,358

  • 28 · Net assets with donor restrictions

    beginning of year $64,134 · end of year $0

Mission and programs · 2024

Mission

SEE SCHEDULE O

  • PROGRAM SERVICE ACCOMPLISHMENTS: SUTTER HEALTH PACIFIC, A CALIFORNIA NOT-FOR-PROFIT PUBLIC BENEFIT CORPORATION, WAS ORGANIZED TO OPERATE AS KAHI MOHALA, AN 88 BED, FREESTANDING NOT-FOR-PROFIT PSYCHIATRIC HOSPITAL. KAHI MOHALA HAS BEEN OPERATIONAL SINCE 1983 AND IS SITUATED ON A 14.5-ACRE CAMPUS. THE HOSPITAL IS LICENSED BY THE STATE OF HAWAII AND IS ACCREDITED BY THE JOINT COMMISSION. THERE WERE 8,857 PATIENT DAYS IN 2024. KAHI MOHALA'S MISSION IS: "KAHI MOHALA IS DEDICATED TO IMPROVING THE QUALITY OF LIFE AND RESTORING HOPE FOR INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS." TREATMENT PROGRAMS KAHI MOHALA IS DEDICATED NOT ONLY TO PSYCHIATRIC, EMOTIONAL AND BEHAVIORAL STABILIZATION, BUT ALSO TO RECOVERY THROUGH EMPOWERMENT. TEACHING INDIVIDUALS THE SKILLS TO SELF-MANAGE AND SELF-REGULATE TO THE FULLEST POSSIBLE EXTENT IS A FUNDAMENTAL GOAL WITHIN THE TREATMENT AND RECOVERY PROCESS. LEVELS OF CARE -ACUTE CHILD AND ADOLESCENT PROGRAMS INDIVIDUALS 17 YEARS OF AGE AND UNDER (18 YEARS OLD IF STILL ENROLLED IN SCHOOL) -RESIDENTIAL CHILD AND ADOLESCENT PROGRAMS INDIVIDUALS 17 YEARS OF AGE AND UNDER(18 YEARS OLD IF STILL ENROLLED IN SCHOOL) SPECIALIZED TREATMENT SERVICES - PSYCHIATRIC EVALUATION/TREATMENT AND MEDICATION MANAGEMENT - NURSING ASSESSMENT - PSYCHOLOGICAL TESTING - SUBSTANCE ABUSE/DUAL DIAGNOSIS SERVICES - EATING DISORDER SERVICES THERAPEUTIC SERVICES AVAILABLE - INDIVIDUAL, FAMILY AND GROUP THERAPY - EDUCATIONAL SERVICES - OCCUPATIONAL THERAPY - RECREATIONAL THERAPY - ART THERAPY - REALITY-ORIENTED PHYSICAL EXPERIENTIAL SERVICES (ROPES) THIS CORPORATION WAS FORMED FOR THE PURPOSES SET FORTH IN ITS ARTICLES OF INCORPORATION: A.TO ESTABLISH, EQUIP AND MAINTAIN ONE OR MORE NOT-FOR-PROFIT HOSPITALS, MEDICAL CENTERS, INSTITUTIONS OR OTHER PLACES FOR THE RECEPTION AND CARE OF THE SICK, INJURED AND DISABLED, WITH PERMANENT FACILITIES THAT INCLUDE INPATIENT BEDS AND MEDICAL SERVICES; TO PROVIDE DIAGNOSIS AND TREATMENT FOR PATIENTSTO PROVIDE ASSOCIATED SERVICES, OUTPATIENT CARE AND HOME CARE IN FURTHERANCE OF THIS CORPORATION'S CHARITABLE PURPOSES; B.TO PROMOTE AND CARRY ON EDUCATIONAL ACTIVITIES RELATED TO THE CARE OF THE SICK, INJURED AND DISABLED, OR TO THE PROMOTION OF HEALTH; C.TO PROMOTE AND CARRY OUT SCIENTIFIC RESEARCH RELATED TO THE CARE OF THE SICK, INJURED AND DISABLED; D.TO PROMOTE OR CARRY OUT SUCH OTHER ACTIVITIES AS MAY BE DEEMED ADVISABLE FOR THE BETTERMENT OF THE GENERAL HEALTH OF THE COMMUNITY SERVED; AND E.TO CONTRIBUTE TO THE GROWTH, DEVELOPMENT AND FINANCIAL STRENGTH OF SUTTER HEALTH SYSTEM. KAHI MOHALA - LIST OF COMMUNITY BENEFITS 2024: - TWELVE-STEP PROGRAMS (ALCOHOLICS ANONYMOUS, ALANON, NARCOTICS ANONYMOUS) PURPOSE: PEER-LED, SELF-HELP GROUPS OF PERSONS RECOVERING FORM ADDICTIONS, OR FAMILY MEMBERS OF PERSONS RECOVERING FROM ADDICTIONS. GOALS AND OBJECTIVES: TO GAIN SUPPORT AND EDUCATION IN A GROUP SETTING. - INTERNSHIP, RESIDENCY AND PRACTICUM PROGRAMS PURPOSE: TO PROVIDE A SUPERVISED CLINICAL PRACTICE SETTING FOR MEDICAL STUDENTS, SOCIAL WORKERS, NURSES, PSYCHOLOGISTS, SUBSTANCE ABUSE COUNSELORS AND OCCUPATIONAL THERAPISTS. GOALS AND OBJECTIVES: TO OBTAIN DIRECT PRACTICE EXPERIENCE IN THE STUDENT'S FIELD. - INFORMATION AND REFERRAL PURPOSE: TO PROVIDE TELEPHONE INFORMATION AND REFERRAL TO THE PUBLIC REGARDING MENTAL HEALTH AND CHEMICAL DEPENDENCY RESOURCES. GOAL: TO PROVIDE A FREE COMMUNITY RESOURCE. - MEMBERSHIPS ON COMMUNITY BOARDS AND COMMITTEES: GOODWILL INDUSTRIES, ROTARY, HEALTHCARE ASSOCIATION OF HAWAII (HAH), HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION (HFMA), CHAMBER OF COMMERCE, MENTAL HEALTH AMERICA OF HAWAII (MHA), NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI), HAWAII YOUTH SERVICES NETWORK (HYSN), INSTITUTE ON VIOLENCE, ABUSE AND TRAUMA (IVAT) CULTURAL COMMITTEE, PACIFIC REGION BEHAVIORAL HEALTH ALLIANCE PURPOSE: TO VOLUNTEER EXPERTISE ON VARIOUS COMMUNITY BOARDS AND COMMITTEES. GOALS AND OBJECTIVES: TO SUPPORT OUR COMMUNITY BY HELPING OTHERS MEET THE GOALS AND OBJECTIVES OF THE VARIOUS ORGANIZATIONS AND COMMITTEES. - COMMUNITY EDUCATION SERIES - APPLIED SUICIDE INTERVENTION SKILLS TRAINING (ASIST) PURPOSE: PROVIDE TWO DAY WORKSHOP IN SUICIDE FIRST AID. GOALS AND OBJECTIVES: PROVIDES MEMBERS OF THE COMMUNITY A COURSE TO IDENTIFY THOSE WHO MAY BE AT RISK OF SUICIDE AND HOW TO CREATE A PLAN FOR THEIR IMMEDIATE SAFETY. - CHILD & FAMILY SERVICE PURPOSE: USE OF ROOM/FACILITIES. GOALS AND OBJECTIVES: TO PROVIDE A MEETING PLACE FOR THE DOMESTIC VIOLENCE PROGRAM. - LITTER & GRAFFITI REMOVAL PURPOSE: TO REMOVE BLIGHT FROM NEIGHBORHOOD. GOAL: MAINTAIN LITTER AND TAG FREE ENVIRONMENT FOR AREA SURROUNDING KAHI MOHALA.

    Expenses $18,802,626 · Revenue $9,808,795

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Conrad Vial MD

    SVP, SH Network & SHP Pres

    Total calculated
    $2,848,300
    From this org
    $0
    From related orgs
    $2,548,796
    Other
    $299,504
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,156,150 related
    Bonus
    $0 + $1,122,494 related
    Other
    $0 + $270,152 related
    Deferred
    $0 + $241,357 related
    Nontaxable benefits
    $0 + $58,147 related
    Filer's total
    $0 + $2,848,300 related

  • James E Conforti

    FORMER INTERIM PRES & CEO, SH

    Total calculated
    $2,252,729
    From this org
    $0
    From related orgs
    $2,252,729
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $2,252,729 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,252,729 related

  • Benjamin Kirk

    SH VP, Lgl ops, Valley/SHP Sec

    Total calculated
    $779,459
    From this org
    $0
    From related orgs
    $526,702
    Other
    $252,757
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,829 related
    Bonus
    $0 + $76,121 related
    Other
    $0 + $76,752 related
    Deferred
    $0 + $217,329 related
    Nontaxable benefits
    $0 + $35,428 related
    Filer's total
    $0 + $779,459 related

  • Celia Ona

    CHIEF MEDICAL EXECUTIVE

    Total calculated
    $399,983
    From this org
    $392,402
    From related orgs
    $0
    Other
    $7,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,821
    Bonus
    $0
    Other
    $41,581
    Deferred
    $6,770
    Nontaxable benefits
    $811
    Filer's total
    $399,983

  • Mark Wheeler

    CFO, SVNAH & SH PACIFIC

    Total calculated
    $329,092
    From this org
    $0
    From related orgs
    $296,759
    Other
    $32,333
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $46,319 related
    Bonus
    $0 + $98,767 related
    Other
    $0 + $151,673 related
    Deferred
    $0 + $26,777 related
    Nontaxable benefits
    $0 + $5,556 related
    Filer's total
    $0 + $329,092 related

  • Bimmie Strausser

    Psychiatrist

    Total calculated
    $327,765
    From this org
    $316,240
    From related orgs
    $0
    Other
    $11,525
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,870
    Bonus
    $0
    Other
    $14,370
    Deferred
    $5,825
    Nontaxable benefits
    $5,700
    Filer's total
    $327,765

  • Michelle Fernandez

    DIRECTOR, INPATIENT NURSING

    Total calculated
    $304,689
    From this org
    $301,597
    From related orgs
    $0
    Other
    $3,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,956
    Bonus
    $11,500
    Other
    $152,141
    Deferred
    $2,662
    Nontaxable benefits
    $430
    Filer's total
    $304,689

  • Maria Lopez

    Director, Finance

    Total calculated
    $290,705
    From this org
    $250,075
    From related orgs
    $32,379
    Other
    $8,251
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $107,684 + $32,379 related
    Bonus
    $21,500
    Other
    $120,891
    Deferred
    $2,078
    Nontaxable benefits
    $6,173
    Filer's total
    $258,326 + $32,379 related

  • Mark Linscott

    DIRECTOR, EXEC. SERVICE LINE

    Total calculated
    $254,481
    From this org
    $250,508
    From related orgs
    $0
    Other
    $3,973
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,508
    Bonus
    $43,000
    Other
    $27,000
    Deferred
    $3,483
    Nontaxable benefits
    $490
    Filer's total
    $254,481

  • Mary Burgess

    Dir, Outreach & Relations Mgmt

    Total calculated
    $241,928
    From this org
    $233,773
    From related orgs
    $0
    Other
    $8,155
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $102,704
    Bonus
    $11,500
    Other
    $119,569
    Deferred
    $1,982
    Nontaxable benefits
    $6,173
    Filer's total
    $241,928

  • Steven Chaplin MD

    Director, Psychiatrist

    Total calculated
    $134,451
    From this org
    $131,823
    From related orgs
    $0
    Other
    $2,628
    Hours/week
    40

  • Katherine W Bennett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Millard Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicholas Hughey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Evan Leong

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dee Jay Mailer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gidget Ruscetta

    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, and on a Form 990-PF Part VIII's — 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 INDEPENDENT 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: JAMES E. CONFORTI RECEIVED SEVERANCE PAYMENTS OF $1,599,998. Michelle Fernandez RECEIVED SEVERANCE PAYMENTS OF $137,345. Maria Lopez RECEIVED SEVERANCE PAYMENTS OF $104,759. Mark Linscott RECEIVED SEVERANCE PAYMENTS OF $13,819. Mary Burgess RECEIVED SEVERANCE PAYMENTS OF $114,241.
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 and social security benefits. 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 16% of base salary plus annual incentive plan award (commensurate with management level). 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 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CALIFORNIA PACIFIC ADV IMAGING LLC

    PATIENT CARE · CA

    Directly controlled by NA

  • SAN FRANCISCO ENDOSCOPY CENTER

    PATIENT CARE · CA

    Directly controlled by NA

  • SUTTER FAIRFIELD SURGERY CENTER LLC

    PATIENT CARE · CA

    Directly controlled by NA

  • SUTTER AMADOR SURGERY CENTER LLC

    PATIENT CARE · CA

    Directly controlled by NA

  • ROSEVILLE ENDOSCOPY CENTER

    PATIENT CARE · CA

    Directly controlled by NA

  • MEMORIAL MEDICAL BUILDING

    OFFICE RENTAL · CA

    Directly controlled by NA

  • MAGNETIC IMAGING AFFILIATES LLC

    PATIENT CARE · CA

    Directly controlled by NA

  • ASC OPTRS SNTA ROSA

    CARE MANAGEMENT · CA

    Directly controlled by NA

  • ASC OPTRS - SLO LLC

    CARE MANAGEMENT · CA

    Directly controlled by NA

  • ICG CREDIT OPP FUND

    INVESTMENT · DE

    Directly controlled by NA

  • CARLSBAD SURGERY CTR

    PATIENT CARE · CA

    Directly controlled by NA

  • SURG CTR OF ABSMC

    Patient Care · CA

    Directly controlled by NA

  • DIVISADERO HOLD LLC

    CARE MANAGEMENT · CA

    Directly controlled by NA

  • PENINSULA ENDOSCOPY

    PATIENT CARE · CA

    Directly controlled by NA

  • South Placer Surgery Center

    Patient Care · CA

    Directly controlled by NA

  • Sacramento Surgery Center Associates LP

    Patient Care · CA

    Directly controlled by NA

  • Fort Sutter Surgery Center

    Patient Care · CA

    Directly controlled by NA

  • Sutter Alhambra Surgery Center

    Patient Care · CA

    Directly controlled by NA

  • Auburn Surgical Center

    Patient Care · CA

    Directly controlled by NA

  • ASC Operators LLC

    CARE MANAGEMENT · CA

    Directly controlled by NA

  • D E SHAW ALL COUNTRY GLOBAL ALPHA PLUS

    Investment · DE

    Directly controlled by NA

  • ICG CREDIT OPPORTUNITIES FUND 1A LP

    Investment · DE

    Directly controlled by NA

  • ICG CREDIT OPPORTUNITIES FUND 2A LP

    Investment · DE

    Directly controlled by NA

  • MAKENA REAL ESTATE II LP

    Investment · CJ

    Directly controlled by NA

  • D E SHAW ALL COUNTRY GLOBAL ALPHA LL

    Investment · DE

    Directly controlled by NA

  • ICG SPECIAL OPPORTUNITIES FUND I LP

    Investment · DE

    Directly controlled by NA

  • TAP CMDITYBLDR FUND

    INVESTMENT · NY

    Directly controlled by NA

  • MAKENA STRATEGIC OPPORTUNITIES FUND - SH

    INVESTMENT · DE

    Directly controlled by NA

  • EHC SURGERY CENTER

    PATIENT CARE · CA

    Directly controlled by NA

  • AG Net Lease Realty Fund V-QTE

    INVESTMENT · CA

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SUTTER HEALTH DEFERRED COMP PLANS' TRUST

    TRUST · RABBI TRUST · CA · controlled entity

    Directly controlled by NA

  • NORTHWOOD EUROPE TE FEEDER LP

    C CORP · HOLDING COMPANY · CJ · controlled entity

    Directly controlled by NA

  • WILSOP SEGREGATED PORTFOLIO 1

    C CORP · INVESTMENT · CJ · controlled entity

    Directly controlled by NA

  • WILSOP SEGREGATED PORTFOLIO 2

    C CORP · INVESTMENT · CJ · controlled entity

    Directly controlled by NA

  • BRIGADE LEVERAGED CAPITAL STRUCTURE OFFS

    C Corp · Investment · CJ · controlled entity

    Directly controlled by NA

  • AQR MULTI-STRATEGY FUND XXIII LP

    C CORP · INVESTMENT · CJ · controlled entity

    Directly controlled by NA

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

2 distributions to recipients named as people, $8,000,000 in total. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202543179349309714

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.