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← SUTTER VISITING NURSE ASSOCIATION AND HOSPICE

Form 990 for tax year 2023

Filed by SUTTER VISITING NURSE ASSOCIATION AND HOSPICE.

Totals

Total revenue
$491,916,421
Total expenses
$458,582,068
Contributions and grants received
$3,786,965
Grants paid
$142,099
Program services expenses (Part IX)
$423,361,584
Management and general expenses
$32,616,574
Fundraising expenses
$2,603,910
Program service expenses (Part III)
$423,361,584

Program services were 92.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Theresa Frei

    PRES SVNAH, CEO, SVMF (Pt-yr)

    Total calculated
    $2,279,580
    From this org
    $0
    From related orgs
    $2,141,051
    Other
    $138,529
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $539,018 related
    Bonus
    $0 + $1,023,723 related
    Other
    $0 + $578,310 related
    Deferred
    $0 + $117,164 related
    Nontaxable benefits
    $0 + $21,365 related
    Filer's total
    $0 + $2,279,580 related

  • Anna Kiger

    CNO, Asst Sec SVNAH

    Total calculated
    $963,997
    From this org
    $0
    From related orgs
    $873,747
    Other
    $90,250
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $535,055 related
    Bonus
    $0 + $266,845 related
    Other
    $0 + $71,847 related
    Deferred
    $0 + $66,464 related
    Nontaxable benefits
    $0 + $23,786 related
    Filer's total
    $0 + $963,997 related

  • Albert Chan MD

    SH VP, CHI Officer

    Total calculated
    $917,450
    From this org
    $0
    From related orgs
    $825,801
    Other
    $91,649
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $579,361 related
    Bonus
    $0 + $199,312 related
    Other
    $0 + $47,128 related
    Deferred
    $0 + $56,264 related
    Nontaxable benefits
    $0 + $35,385 related
    Filer's total
    $0 + $917,450 related

  • Romelia Garcia

    PRES, SVNAH CAO, SCAH (Pt-yr)

    Total calculated
    $861,171
    From this org
    $0
    From related orgs
    $765,859
    Other
    $95,312
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $473,343 related
    Bonus
    $0 + $226,153 related
    Other
    $0 + $66,363 related
    Deferred
    $0 + $54,964 related
    Nontaxable benefits
    $0 + $40,348 related
    Filer's total
    $0 + $861,171 related

  • Ursula Boynton MD

    CME, AMSMC

    Total calculated
    $689,804
    From this org
    $0
    From related orgs
    $621,029
    Other
    $68,775
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $472,848 related
    Bonus
    $0 + $116,387 related
    Other
    $0 + $31,794 related
    Deferred
    $0 + $34,864 related
    Nontaxable benefits
    $0 + $33,911 related
    Filer's total
    $0 + $689,804 related

  • Mark Wheeler

    CFO, SVNAH & SH Pacific

    Total calculated
    $526,061
    From this org
    $0
    From related orgs
    $467,787
    Other
    $58,274
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $360,513 related
    Bonus
    $0 + $72,564 related
    Other
    $0 + $34,710 related
    Deferred
    $0 + $26,564 related
    Nontaxable benefits
    $0 + $31,710 related
    Filer's total
    $0 + $526,061 related

  • Patrina White

    CEO, SSCD/SCAH

    Total calculated
    $482,006
    From this org
    $0
    From related orgs
    $418,646
    Other
    $63,360
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,671 related
    Bonus
    $0 + $273,508 related
    Other
    $0 + $3,467 related
    Deferred
    $0 + $55,799 related
    Nontaxable benefits
    $0 + $7,561 related
    Filer's total
    $0 + $482,006 related

  • Rishi Sikka MD

    FRM. PRES,SH SYS ENTERPRISE

    Total calculated
    $468,973
    From this org
    $0
    From related orgs
    $468,973
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $468,973 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $468,973 related

  • David Adams

    Dep GEN CNSL,SEC SVNAH (pt-yr)

    Total calculated
    $447,020
    From this org
    $0
    From related orgs
    $355,805
    Other
    $91,215
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,659 related
    Bonus
    $0 + $42,904 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $66,871 related
    Nontaxable benefits
    $0 + $24,344 related
    Filer's total
    $0 + $447,020 related

  • Frank Wong

    Director, Home Health Pharmacy

    Total calculated
    $445,936
    From this org
    $353,428
    From related orgs
    $0
    Other
    $92,508
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,392
    Bonus
    $44,794
    Other
    $1,242
    Deferred
    $62,577
    Nontaxable benefits
    $29,931
    Filer's total
    $445,936

  • Carolyn A Goodall

    SNR Dir, Hospice & Home Health

    Total calculated
    $432,535
    From this org
    $347,079
    From related orgs
    $0
    Other
    $85,456
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $298,845
    Bonus
    $43,290
    Other
    $4,944
    Deferred
    $63,920
    Nontaxable benefits
    $21,536
    Filer's total
    $432,535

  • Robert Grande

    Wound Care Nurse Lead

    Total calculated
    $363,848
    From this org
    $349,531
    From related orgs
    $0
    Other
    $14,317
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $346,823
    Bonus
    $0
    Other
    $2,708
    Deferred
    $3,864
    Nontaxable benefits
    $10,453
    Filer's total
    $363,848

  • Megan Merz

    AST GEN CO I,SEC SVNAH (PT-YR)

    Total calculated
    $362,373
    From this org
    $0
    From related orgs
    $280,088
    Other
    $82,285
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,094 related
    Bonus
    $0 + $38,454 related
    Other
    $0 + $540 related
    Deferred
    $0 + $56,347 related
    Nontaxable benefits
    $0 + $25,938 related
    Filer's total
    $0 + $362,373 related

  • Elise Beckerman

    Exec, HR, FS Clinical Ops

    Total calculated
    $359,642
    From this org
    $0
    From related orgs
    $317,851
    Other
    $41,791
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,523 related
    Bonus
    $0 + $50,432 related
    Other
    $0 + $36,896 related
    Deferred
    $0 + $19,560 related
    Nontaxable benefits
    $0 + $22,231 related
    Filer's total
    $0 + $359,642 related

  • Susan White

    Senior Director, Quality

    Total calculated
    $356,617
    From this org
    $283,331
    From related orgs
    $0
    Other
    $73,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,119
    Bonus
    $33,639
    Other
    $6,573
    Deferred
    $51,921
    Nontaxable benefits
    $21,365
    Filer's total
    $356,617

  • Praba Koomson

    Sr. Director, Hospice & H.H.

    Total calculated
    $345,739
    From this org
    $277,291
    From related orgs
    $0
    Other
    $68,448
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,749
    Bonus
    $35,409
    Other
    $3,133
    Deferred
    $56,257
    Nontaxable benefits
    $12,191
    Filer's total
    $345,739

  • Philip Stevens

    Staff RN II

    Total calculated
    $344,631
    From this org
    $331,428
    From related orgs
    $0
    Other
    $13,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,428
    Bonus
    $0
    Other
    $0
    Deferred
    $3,864
    Nontaxable benefits
    $9,339
    Filer's total
    $344,631

  • Mary Joy Yadao

    Case Manager, Home Health

    Total calculated
    $322,390
    From this org
    $308,399
    From related orgs
    $0
    Other
    $13,991
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,649
    Bonus
    $0
    Other
    $750
    Deferred
    $3,602
    Nontaxable benefits
    $10,389
    Filer's total
    $322,390

  • Patricia A Jellison-LaVine

    Administrator

    Total calculated
    $322,289
    From this org
    $247,285
    From related orgs
    $0
    Other
    $75,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,751
    Bonus
    $31,525
    Other
    $3,009
    Deferred
    $45,501
    Nontaxable benefits
    $29,503
    Filer's total
    $322,289

  • Mark McPherson

    PRES, CEO, SCAH (PT-YR)

    Total calculated
    $256,031
    From this org
    $0
    From related orgs
    $238,612
    Other
    $17,419
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,070 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $4,542 related
    Deferred
    $0 + $3,021 related
    Nontaxable benefits
    $0 + $14,398 related
    Filer's total
    $0 + $256,031 related

  • George T Block MD

    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

  • Aaron Ortiz

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Seidenwurm MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Strawn

    Director, Chair

    Total calculated
    $0
    Hours/week
    2

  • Margaret Taylor

    Director

    Total calculated
    $0
    Hours/week
    1

  • Douglas Wagemann

    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 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: Theresa Frei RECEIVED SEVERANCE PAYMENTS OF $ 483,547 RISHI SIKKA, MD RECEIVED SEVERANCE PAYMENTS OF $ 22,034
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. 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 PLAN 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 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.

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202433209349310068

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