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Nonprofiteer
← SUTTER VISITING NURSE ASSOCIATION AND HOSPICE

Form 990 for tax year 2024

Filed by SUTTER VISITING NURSE ASSOCIATION AND HOSPICE.

Totals

Total revenue
$559,159,282
Total expenses
$514,981,626
Contributions and grants received
$1,835,372
Grants paid
$156,814
Program services expenses (Part IX)
$471,776,784
Management and general expenses
$40,444,517
Fundraising expenses
$2,760,325
Program service expenses (Part III)
$471,776,784

Program services were 91.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Keith Lagnese MD

    CMO,SCAH/Asst Sec SVNAH(pt-yr)

    Total calculated
    $1,426,907
    From this org
    $0
    From related orgs
    $802,459
    Other
    $624,448
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $641,340 related
    Bonus
    $0 + $148,546 related
    Other
    $0 + $12,573 related
    Deferred
    $0 + $576,412 related
    Nontaxable benefits
    $0 + $48,036 related
    Filer's total
    $0 + $1,426,907 related

  • Mark McPherson

    CEO, SCAH/President SVNAH

    Total calculated
    $1,201,644
    From this org
    $0
    From related orgs
    $672,032
    Other
    $529,612
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $521,273 related
    Bonus
    $0 + $140,239 related
    Other
    $0 + $10,520 related
    Deferred
    $0 + $493,992 related
    Nontaxable benefits
    $0 + $35,620 related
    Filer's total
    $0 + $1,201,644 related

  • Anna Kiger

    CNO, Asst Sec SVNAH (pt-yr)

    Total calculated
    $1,183,534
    From this org
    $0
    From related orgs
    $1,086,676
    Other
    $96,858
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,012 related
    Bonus
    $0 + $335,431 related
    Other
    $0 + $468,233 related
    Deferred
    $0 + $71,757 related
    Nontaxable benefits
    $0 + $25,101 related
    Filer's total
    $0 + $1,183,534 related

  • Albert Chan MD

    SH VP, CHI Officer

    Total calculated
    $1,081,445
    From this org
    $0
    From related orgs
    $765,479
    Other
    $315,966
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,575 related
    Bonus
    $0 + $269,538 related
    Other
    $0 + $72,366 related
    Deferred
    $0 + $276,358 related
    Nontaxable benefits
    $0 + $39,608 related
    Filer's total
    $0 + $1,081,445 related

  • Romelia Garcia

    CAO, SCAH

    Total calculated
    $1,054,849
    From this org
    $0
    From related orgs
    $725,857
    Other
    $328,992
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $445,926 related
    Bonus
    $0 + $211,492 related
    Other
    $0 + $68,439 related
    Deferred
    $0 + $284,804 related
    Nontaxable benefits
    $0 + $44,188 related
    Filer's total
    $0 + $1,054,849 related

  • Theresa Frei

    Former CEO, SVMF

    Total calculated
    $1,048,576
    From this org
    $0
    From related orgs
    $1,048,576
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,048,576 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,048,576 related

  • Ursula Boynton MD

    CME, AMSMC

    Total calculated
    $899,220
    From this org
    $0
    From related orgs
    $632,700
    Other
    $266,520
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,984 related
    Bonus
    $0 + $154,737 related
    Other
    $0 + $38,979 related
    Deferred
    $0 + $228,612 related
    Nontaxable benefits
    $0 + $37,908 related
    Filer's total
    $0 + $899,220 related

  • Ryan Stice

    SH VP,CPO/Asst Sec SVNAH

    Total calculated
    $866,566
    From this org
    $0
    From related orgs
    $577,535
    Other
    $289,031
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,299 related
    Bonus
    $0 + $184,362 related
    Other
    $0 + $46,874 related
    Deferred
    $0 + $252,538 related
    Nontaxable benefits
    $0 + $36,493 related
    Filer's total
    $0 + $866,566 related

  • David Adams

    Deputy General Counsel

    Total calculated
    $511,034
    From this org
    $0
    From related orgs
    $411,538
    Other
    $99,496
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,750 related
    Bonus
    $0 + $63,222 related
    Other
    $0 + $7,566 related
    Deferred
    $0 + $73,838 related
    Nontaxable benefits
    $0 + $25,658 related
    Filer's total
    $0 + $511,034 related

  • Frank Wong

    Director, Home Health Pharmacy

    Total calculated
    $501,658
    From this org
    $398,046
    From related orgs
    $0
    Other
    $103,612
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $327,827
    Bonus
    $58,978
    Other
    $11,241
    Deferred
    $72,081
    Nontaxable benefits
    $31,531
    Filer's total
    $501,658

  • Carolyn A Goodall

    SR. Director, Hospice & H.H.

    Total calculated
    $462,844
    From this org
    $371,717
    From related orgs
    $0
    Other
    $91,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $298,012
    Bonus
    $60,421
    Other
    $13,284
    Deferred
    $68,209
    Nontaxable benefits
    $22,918
    Filer's total
    $462,844

  • Praba Koomson

    Sr. Director, Hospice & H.H.

    Total calculated
    $433,844
    From this org
    $355,735
    From related orgs
    $0
    Other
    $78,109
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,010
    Bonus
    $53,461
    Other
    $12,264
    Deferred
    $64,863
    Nontaxable benefits
    $13,246
    Filer's total
    $433,844

  • Megan Merz

    DEPUTY GEN COUNSEL, SEC SVNAH

    Total calculated
    $423,050
    From this org
    $0
    From related orgs
    $334,922
    Other
    $88,128
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,476 related
    Bonus
    $0 + $53,524 related
    Other
    $0 + $5,922 related
    Deferred
    $0 + $62,840 related
    Nontaxable benefits
    $0 + $25,288 related
    Filer's total
    $0 + $423,050 related

  • Susan White

    Senior Director, Quality

    Total calculated
    $417,353
    From this org
    $336,152
    From related orgs
    $0
    Other
    $81,201
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,220
    Bonus
    $49,074
    Other
    $6,858
    Deferred
    $58,369
    Nontaxable benefits
    $22,832
    Filer's total
    $417,353

  • Meg Lopez

    Administrator

    Total calculated
    $371,924
    From this org
    $290,385
    From related orgs
    $0
    Other
    $81,539
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,241
    Bonus
    $42,859
    Other
    $7,285
    Deferred
    $50,042
    Nontaxable benefits
    $31,497
    Filer's total
    $371,924

  • Patrick Brown

    CFO, SVNAH (pt-yr)

    Total calculated
    $354,696
    From this org
    $0
    From related orgs
    $256,530
    Other
    $98,166
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,290 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $6,240 related
    Deferred
    $0 + $87,424 related
    Nontaxable benefits
    $0 + $10,742 related
    Filer's total
    $0 + $354,696 related

  • Patricia A Jellison-LaVine

    Administrator

    Total calculated
    $347,781
    From this org
    $275,311
    From related orgs
    $0
    Other
    $72,470
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,769
    Bonus
    $43,010
    Other
    $7,532
    Deferred
    $49,902
    Nontaxable benefits
    $22,568
    Filer's total
    $347,781

  • Mark Wheeler

    CFO, SVNAH(pt-yr) & 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

  • Robert Grande

    Wound Care Nurse Lead

    Total calculated
    $328,473
    From this org
    $311,370
    From related orgs
    $0
    Other
    $17,103
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $309,182
    Bonus
    $0
    Other
    $2,188
    Deferred
    $5,966
    Nontaxable benefits
    $11,137
    Filer's total
    $328,473

  • Philip Stevens

    Staff RN II

    Total calculated
    $304,720
    From this org
    $289,058
    From related orgs
    $0
    Other
    $15,662
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,058
    Bonus
    $0
    Other
    $0
    Deferred
    $5,578
    Nontaxable benefits
    $10,084
    Filer's total
    $304,720

  • George T Block MD

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Jim Gray

    Director

    Total calculated
    $0
    Hours/week
    1

  • Manuel Jimenez

    Director

    Total calculated
    $0
    Hours/week
    1

  • Alden Chip McDonald MD

    Director, Chair F & P

    Total calculated
    $0
    Hours/week
    2

  • Andy Pansini

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ria Paul MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Seidenwurm MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Strawn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Douglas Wagemann

    Director

    Total calculated
    $0
    Hours/week
    1

  • Amy Yang

    Director

    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

  • 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 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 "arms 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: Theresa Frei RECEIVED SEVERANCE PAYMENTS OF $ 982,821 Anna Kiger RECEIVED SEVERANCE PAYMENTS OF $ 228,198
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 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
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202513179349312371

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

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