Form 990 for tax year 2024
Filed by SUTTER AUBURN FAITH HOSPITAL FOUNDATION.
Totals
- Total revenue
- $2,122,764
- Total expenses
- $904,483
- Contributions and grants received
- $1,458,836
- Grants paid
- $501,521
- Program service revenue
- $398,565
- Investment income
- $240,174
- Other revenue
- $25,189
- Total assets, end of year
- $5,761,923
- Total liabilities, end of year
- $48,057
- Net assets or fund balances, end of year
- $5,713,866
- Program services expenses (Part IX)
- $643,213
- Management and general expenses
- $261,270
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $643,213
Program services were 71.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAN PETERSON
CEO Beh. Hlth SCP/SAFH (pt-yr)
- Total calculated
- $1,351,982
- From this org
- $0
- From related orgs
- $889,544
- Other
- $462,438
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $475,141 related
- Bonus
- $0 + $325,577 related
- Other
- $0 + $88,826 related
- Deferred
- $0 + $419,866 related
- Nontaxable benefits
- $0 + $42,572 related
- Filer's total
- $0 + $1,351,982 related
-
Ronnie Yamanaka
CFO, Sacramento Div./CFO SAFHF
- Total calculated
- $1,175,953
- From this org
- $0
- From related orgs
- $819,338
- Other
- $356,615
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $549,965 related
- Bonus
- $0 + $224,912 related
- Other
- $0 + $44,461 related
- Deferred
- $0 + $327,842 related
- Nontaxable benefits
- $0 + $28,773 related
- Filer's total
- $0 + $1,175,953 related
-
Raya Elias-Petros
Chief Philanthropy Officer-SH
- Total calculated
- $1,058,747
- From this org
- $0
- From related orgs
- $958,451
- Other
- $100,296
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $544,058 related
- Bonus
- $0 + $361,325 related
- Other
- $0 + $53,068 related
- Deferred
- $0 + $60,757 related
- Nontaxable benefits
- $0 + $39,539 related
- Filer's total
- $0 + $1,058,747 related
-
MITCH HANNA
TRUSTEE/CEO SCH & SAFH (pt-yr)
- Total calculated
- $736,763
- From this org
- $0
- From related orgs
- $668,823
- Other
- $67,940
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $47,059 related
- Bonus
- $0 + $287,917 related
- Other
- $0 + $333,847 related
- Deferred
- $0 + $60,657 related
- Nontaxable benefits
- $0 + $7,283 related
- Filer's total
- $0 + $736,763 related
-
Suzanne Zolfo
Director of Philanthropy
- Total calculated
- $291,038
- From this org
- $0
- From related orgs
- $220,600
- Other
- $70,438
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $182,447 related
- Bonus
- $0 + $36,645 related
- Other
- $0 + $1,508 related
- Deferred
- $0 + $40,109 related
- Nontaxable benefits
- $0 + $30,329 related
- Filer's total
- $0 + $291,038 related
-
Shanthi Margoschis
CEO, SAFH (pt-yr)
- Total calculated
- $264,830
- From this org
- $0
- From related orgs
- $195,384
- Other
- $69,446
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $126,429 related
- Bonus
- $0 + $67,836 related
- Other
- $0 + $1,119 related
- Deferred
- $0 + $66,440 related
- Nontaxable benefits
- $0 + $3,006 related
- Filer's total
- $0 + $264,830 related
-
Diane Robinson
Manager Area II, SVMF
- Total calculated
- $175,847
- From this org
- $0
- From related orgs
- $130,432
- Other
- $45,415
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $109,162 related
- Bonus
- $0 + $19,942 related
- Other
- $0 + $1,328 related
- Deferred
- $0 + $24,256 related
- Nontaxable benefits
- $0 + $21,159 related
- Filer's total
- $0 + $175,847 related
-
Derrick Andrews
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Birkholz
Trustee/Vice-Chair
- Total calculated
- $0
- Hours/week
- 2
-
Robert Frew
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sabrina Horat
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Richard Jones
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Peter Konrad
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Richard Kramer
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Varin Larson
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Robert Litchfield Jr
Trustee/Chair
- Total calculated
- $0
- Hours/week
- 2
-
Ali Mokhlesi MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joanie Mooneyham
TRUSTEE/Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Joseph Unis MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael Wilson
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, 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
- 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 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 16% OF BASE SALARY PLUS ANNUAL INCENTIVE 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 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
-
$498,245
PROGRAM SUPPORT
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.
-
California Pacific Medical Ctr Found
501(c)(3) · Fundraising · CA · controlled entity
Directly controlled by Sutter BH
-
501(c)(3) · Healthcare · CA · controlled entity
Directly controlled by Sutter BH
-
501(c)(3) · Fundraising · CA · controlled entity
Directly controlled by Sutter VH
-
Mills-Peninsula Hospital Foundation
501(c)(3) · Fundraising · CA · controlled entity
Directly controlled by SUTTER BH
-
501(c)(3) · Healthcare · CA · controlled entity
Directly controlled by Sutter Hlth
-
Sutter Davis Hospital Foundation
501(c)(3) · Fundraising · CA · controlled entity
Directly controlled by SUTTER VH
-
501(c)(3) · Hospital · CA · controlled entity
Directly controlled by Sutter Hlth
-
501(c)(3) · Supporting Or · CA
Directly controlled by NA
-
501(c)(3) · Hospital · CA · controlled entity
Directly controlled by Sutter Hlth
-
501(c)(4) · Health Plan · CA · controlled entity
Directly controlled by Sutter Hlth
-
501(c)(3) · Hospital · CA · controlled entity
Directly controlled by Sutter Hlth
-
Sutter Insurance Services Corporation
501(c)(3) · Insurance Ser · HI · controlled entity
Directly controlled by Sutter Hlth
-
Sutter Medical Center Foundation
501(c)(3) · Fundraising · CA · controlled entity
Directly controlled by Sutter VH
-
Sutter Valley Medical Foundation
501(c)(3) · Healthcare · CA · controlled entity
Directly controlled by Sutter Hlth
-
Sutter Roseville Medical Ctr Foundation
501(c)(3) · Fundraising · CA · controlled entity
Directly controlled by Sutter VH
-
Sutter Visiting Nurse Assoc and Hospice
501(c)(3) · Healthcare · CA · controlled entity
Directly controlled by Sutter Hlth
-
501(c)(3) · Hospital · CA · controlled entity
Directly controlled by Sutter Hlth
-
501(c)(3) · Fundraising · CA · controlled entity
Directly controlled by Sutter VH
-
501(c)(3) · Hospital · CA · controlled entity
Directly controlled by Sutter Hlth
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.
-
Patient Care · CA
-
Patient Care · CA
-
Patient Care · CA
-
Patient Care · CA
-
Patient Care · CA
-
Patient Care · CA
-
OFFICE RENTAL · CA
-
Patient Care · CA
-
CARE MANAGEMENT · CA
-
CARE MANAGEMENT · CA
-
PATIENT CARE · CA
-
Patient Care · CA
-
Patient Care · CA
-
Patient Care · CA
-
Patient Care · CA
-
Patient Care · CA
-
CARE MANAGEMENT · CA
-
Investment · DE
-
Investment · DE
-
Investment · DE
-
Investment · CJ
-
Investment · DE
-
Investment · DE
-
Investment · DE
-
Investment · DE
-
Investment · NY
-
PATIENT CARE · CA
-
INVESTMENT · CA
Directly controlled by NA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Charitable Remainder Trust-1
CRT · CA
Directly controlled by SAFHF
-
C CORP · HOLDING COMPANY · CJ · controlled entity
-
SUTTER HEALTH DEFERRED COMP PLANS' TRUST
TRUST · RABBI TRUST · CA · controlled entity
-
Wilsop Segregated Portfolio 1
c CORP · INVESTMENT · CJ · controlled entity
-
Wilsop Segregated Portfolio 2
c corp · INVESTMENT · CJ · controlled entity
-
BRIGADE LEVERAGED CAPITAL STRUCTURE OFFS
C Corp · Investment · CJ · controlled entity
-
AQR MULTI-STRATEGY FUND XXIII LP
C Corp · Investment · CJ · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 4 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523179349305022
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