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Nonprofiteer
← SUTTER BAY MEDICAL FOUNDATION

Form 990 for tax year 2022

Filed by SUTTER BAY MEDICAL FOUNDATION.

Totals

Total revenue
$3,236,714,493
Total expenses
$3,133,944,611
Contributions and grants received
$39,413,173
Grants paid
$885,582
Program services expenses (Part IX)
$2,881,061,580
Management and general expenses
$248,868,246
Fundraising expenses
$4,014,785
Program service expenses (Part III)
$2,881,061,580

Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Sarah Krevans

    CEO Emeritus, Sutter Health

    Total calculated
    $5,400,410
    From this org
    $0
    From related orgs
    $5,124,807
    Other
    $275,603
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,980,063 related
    Bonus
    $0 + $2,749,625 related
    Other
    $0 + $395,119 related
    Deferred
    $0 + $242,765 related
    Nontaxable benefits
    $0 + $32,838 related
    Filer's total
    $0 + $5,400,410 related

  • Warner Thomas

    PRESIDENT & CEO SH (PT-YR)

    Total calculated
    $3,459,427
    From this org
    $0
    From related orgs
    $194,285
    Other
    $3,265,142
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,661 related
    Bonus
    $0
    Other
    $0 + $3,624 related
    Deferred
    $0 + $3,260,621 related
    Nontaxable benefits
    $0 + $4,521 related
    Filer's total
    $0 + $3,459,427 related

  • James Conforti

    SH SVP, Interim CEO

    Total calculated
    $3,146,253
    From this org
    $0
    From related orgs
    $2,919,261
    Other
    $226,992
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,501,356 related
    Bonus
    $0 + $988,152 related
    Other
    $0 + $429,753 related
    Deferred
    $0 + $193,665 related
    Nontaxable benefits
    $0 + $33,327 related
    Filer's total
    $0 + $3,146,253 related

  • Brian Dean

    SH SVP, CFO

    Total calculated
    $2,768,516
    From this org
    $0
    From related orgs
    $2,576,364
    Other
    $192,152
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,166,563 related
    Bonus
    $0 + $1,295,104 related
    Other
    $0 + $114,697 related
    Deferred
    $0 + $155,065 related
    Nontaxable benefits
    $0 + $37,087 related
    Filer's total
    $0 + $2,768,516 related

  • Theresa Frei

    SH INTRM COO & PRES/CEO, SVMF

    Total calculated
    $1,613,283
    From this org
    $0
    From related orgs
    $1,497,664
    Other
    $115,619
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $964,911 related
    Bonus
    $0 + $412,501 related
    Other
    $0 + $120,252 related
    Deferred
    $0 + $86,365 related
    Nontaxable benefits
    $0 + $29,254 related
    Filer's total
    $0 + $1,613,283 related

  • Elizabeth Vilardo-Morgan MD

    CEO, SBMF

    Total calculated
    $1,499,476
    From this org
    $0
    From related orgs
    $1,338,026
    Other
    $161,450
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $755,844 related
    Bonus
    $0 + $431,586 related
    Other
    $0 + $150,596 related
    Deferred
    $0 + $135,765 related
    Nontaxable benefits
    $0 + $25,685 related
    Filer's total
    $0 + $1,499,476 related

  • John Gates

    CFO, SH BAY AREA (PT-YR)

    Total calculated
    $1,135,102
    From this org
    $0
    From related orgs
    $1,055,905
    Other
    $79,197
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,260 related
    Bonus
    $0 + $210,771 related
    Other
    $0 + $484,874 related
    Deferred
    $0 + $62,165 related
    Nontaxable benefits
    $0 + $17,032 related
    Filer's total
    $0 + $1,135,102 related

  • Li-Min J Hu

    COO, SBMF

    Total calculated
    $1,094,438
    From this org
    $0
    From related orgs
    $987,993
    Other
    $106,445
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $671,551 related
    Bonus
    $0 + $230,205 related
    Other
    $0 + $86,237 related
    Deferred
    $0 + $73,065 related
    Nontaxable benefits
    $0 + $33,380 related
    Filer's total
    $0 + $1,094,438 related

  • David Quincy MD

    Foundation Area CEO, South Bay

    Total calculated
    $1,090,302
    From this org
    $0
    From related orgs
    $991,693
    Other
    $98,609
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $644,344 related
    Bonus
    $0 + $267,619 related
    Other
    $0 + $79,730 related
    Deferred
    $0 + $78,665 related
    Nontaxable benefits
    $0 + $19,944 related
    Filer's total
    $0 + $1,090,302 related

  • Robert Nordgren

    Foundation Area CEO, North Bay

    Total calculated
    $1,032,243
    From this org
    $0
    From related orgs
    $932,686
    Other
    $99,557
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $643,926 related
    Bonus
    $0 + $269,279 related
    Other
    $0 + $19,481 related
    Deferred
    $0 + $63,765 related
    Nontaxable benefits
    $0 + $35,792 related
    Filer's total
    $0 + $1,032,243 related

  • Lawrence deGhetaldi

    SH VP, GOVT MEDICAL AFFAIRS

    Total calculated
    $856,825
    From this org
    $0
    From related orgs
    $772,468
    Other
    $84,357
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $505,666 related
    Bonus
    $0 + $186,276 related
    Other
    $0 + $80,526 related
    Deferred
    $0 + $60,765 related
    Nontaxable benefits
    $0 + $23,592 related
    Filer's total
    $0 + $856,825 related

  • Raul A Gorospe

    CFO, PAMF & SBMF Spprt SVCS EX

    Total calculated
    $635,390
    From this org
    $0
    From related orgs
    $587,872
    Other
    $47,518
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,257 related
    Bonus
    $0 + $90,784 related
    Other
    $0 + $44,831 related
    Deferred
    $0 + $35,565 related
    Nontaxable benefits
    $0 + $11,953 related
    Filer's total
    $0 + $635,390 related

  • Marc Lamonica

    CFO Fndtn - SEBMF & SPMF

    Total calculated
    $579,209
    From this org
    $0
    From related orgs
    $513,038
    Other
    $66,171
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,565 related
    Bonus
    $0 + $82,965 related
    Other
    $0 + $42,508 related
    Deferred
    $0 + $46,365 related
    Nontaxable benefits
    $0 + $19,806 related
    Filer's total
    $0 + $579,209 related

  • Harly Neumann

    VP, HR, SBMF & South Bay

    Total calculated
    $558,897
    From this org
    $0
    From related orgs
    $499,314
    Other
    $59,583
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,429 related
    Bonus
    $0 + $80,813 related
    Other
    $0 + $40,072 related
    Deferred
    $0 + $30,765 related
    Nontaxable benefits
    $0 + $28,818 related
    Filer's total
    $0 + $558,897 related

  • Gregory Brown

    SH VP,LEGAL & SBH SEC

    Total calculated
    $535,432
    From this org
    $0
    From related orgs
    $460,864
    Other
    $74,568
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,185 related
    Bonus
    $0 + $102,429 related
    Other
    $0 + $41,250 related
    Deferred
    $0 + $45,965 related
    Nontaxable benefits
    $0 + $28,603 related
    Filer's total
    $0 + $535,432 related

  • Deborah A Espinoza

    Physician Assistant

    Total calculated
    $464,728
    From this org
    $429,137
    From related orgs
    $0
    Other
    $35,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $425,312
    Bonus
    $3,825
    Other
    $0
    Deferred
    $5,065
    Nontaxable benefits
    $30,526
    Filer's total
    $464,728

  • Jill Kacher Cobb MD

    Chief Medical Executive

    Total calculated
    $444,383
    From this org
    $0
    From related orgs
    $407,415
    Other
    $36,968
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,570 related
    Bonus
    $0 + $33,375 related
    Other
    $0 + $64,470 related
    Deferred
    $0 + $5,065 related
    Nontaxable benefits
    $0 + $31,903 related
    Filer's total
    $0 + $444,383 related

  • Erin Neal

    Executive, Ops

    Total calculated
    $424,704
    From this org
    $385,666
    From related orgs
    $0
    Other
    $39,038
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,553
    Bonus
    $44,549
    Other
    $3,564
    Deferred
    $5,065
    Nontaxable benefits
    $33,973
    Filer's total
    $424,704

  • Teresa R Sarlitto

    Executive, Ops

    Total calculated
    $404,482
    From this org
    $371,975
    From related orgs
    $0
    Other
    $32,507
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $322,251
    Bonus
    $38,356
    Other
    $11,368
    Deferred
    $5,065
    Nontaxable benefits
    $27,442
    Filer's total
    $404,482

  • Lorin E Ferguson

    Physician Assistant

    Total calculated
    $386,286
    From this org
    $363,487
    From related orgs
    $0
    Other
    $22,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $354,937
    Bonus
    $8,550
    Other
    $0
    Deferred
    $5,065
    Nontaxable benefits
    $17,734
    Filer's total
    $386,286

  • Maryam Delucia

    Physician Assistant

    Total calculated
    $370,375
    From this org
    $349,788
    From related orgs
    $0
    Other
    $20,587
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $349,788
    Bonus
    $0
    Other
    $0
    Deferred
    $5,065
    Nontaxable benefits
    $15,522
    Filer's total
    $370,375

  • Penny Westfall

    SH VP, Chief Legal Officer, SH

    Total calculated
    $198,859
    From this org
    $0
    From related orgs
    $198,372
    Other
    $487
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $198,372 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $487 related
    Filer's total
    $0 + $198,859 related

  • Eric Flowers

    Director/Chair

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Steven Hao MD

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Kimberly Long

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Juli Maxworthy

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Yumi Nakagawa

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Steven Oliver

    DIRECTOR/CHAIR FIN & PLANNING

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Umesh Padval

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Yvonne Richardson

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • John Ryan

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ron Sinha MD

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Kuntal Thaker MD

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Jane Varner MD

    Director

    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: JAMES CONFORTI RECEIVED SEVERANCE PAYMENTS OF $92,308 JOHN GATES RECEIVED SEVERANCE PAYMENTS OF $349,305 PENNY WESTFALL RECEIVED SEVERANCE PAYMENTS OF $20,006
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 BUT THE AMOUNT TENDS 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 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

The 10 largest by cash amount. The API serves every itemized grant.

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
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202303189349319775

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

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