Totals
- Total revenue
- $817,753
- Total expenses
- $2,919,678
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $817,753
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $154,600
- Total liabilities, end of year
- $755,040
- Net assets or fund balances, end of year
- -$600,440
- Program services expenses (Part IX)
- $2,720,823
- Management and general expenses
- $198,855
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,720,823
Program services were 93.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
David Clark
Hosp Area CEO/Pres EBPC(Pt-yr)
- Total calculated
- $1,416,697
- From this org
- $0
- From related orgs
- $1,285,714
- Other
- $130,983
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $703,840 related
- Bonus
- $0 + $418,205 related
- Other
- $0 + $163,669 related
- Deferred
- $0 + $95,864 related
- Nontaxable benefits
- $0 + $35,119 related
- Filer's total
- $0 + $1,416,697 related
-
URSULA BOYNTON MD
CME, ABSMC
- 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
-
IRIS WOHN
CFO Hospt - ABSMC/EBPC
- Total calculated
- $597,524
- From this org
- $0
- From related orgs
- $541,625
- Other
- $55,899
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $412,389 related
- Bonus
- $0 + $92,945 related
- Other
- $0 + $36,291 related
- Deferred
- $0 + $31,064 related
- Nontaxable benefits
- $0 + $24,835 related
- Filer's total
- $0 + $597,524 related
-
Denise Navellier
CNE ABSMC/Pres EBPC(Pt-yr)
- Total calculated
- $524,127
- From this org
- $0
- From related orgs
- $473,392
- Other
- $50,735
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $354,035 related
- Bonus
- $0 + $91,398 related
- Other
- $0 + $27,959 related
- Deferred
- $0 + $26,864 related
- Nontaxable benefits
- $0 + $23,871 related
- Filer's total
- $0 + $524,127 related
-
Pavithra Venkat
Admin. Med. Director OB/GYN
- Total calculated
- $489,744
- From this org
- $0
- From related orgs
- $380,548
- Other
- $109,196
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $380,008 related
- Bonus
- $0
- Other
- $0 + $540 related
- Deferred
- $0 + $77,497 related
- Nontaxable benefits
- $0 + $31,699 related
- Filer's total
- $0 + $489,744 related
-
James Kim
ASST GNRL CNSL, BAY, SEC EBPC
- Total calculated
- $452,033
- From this org
- $0
- From related orgs
- $353,249
- Other
- $98,784
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $306,178 related
- Bonus
- $0 + $45,829 related
- Other
- $0 + $1,242 related
- Deferred
- $0 + $63,772 related
- Nontaxable benefits
- $0 + $35,012 related
- Filer's total
- $0 + $452,033 related
-
Cami Bushey
CNE, SSMC
- Total calculated
- $389,161
- From this org
- $0
- From related orgs
- $326,855
- Other
- $62,306
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $258,506 related
- Bonus
- $0 + $63,703 related
- Other
- $0 + $4,646 related
- Deferred
- $0 + $31,311 related
- Nontaxable benefits
- $0 + $30,995 related
- Filer's total
- $0 + $389,161 related
-
Shelley McDonald Samm
Director, Inpatient Nursing
- Total calculated
- $346,790
- From this org
- $0
- From related orgs
- $278,836
- Other
- $67,954
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $246,886 related
- Bonus
- $0 + $25,009 related
- Other
- $0 + $6,941 related
- Deferred
- $0 + $54,191 related
- Nontaxable benefits
- $0 + $13,763 related
- Filer's total
- $0 + $346,790 related
-
Laura Ahn
Clinic Nurse II
- Total calculated
- $244,600
- From this org
- $0
- From related orgs
- $207,637
- Other
- $36,963
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $203,535 related
- Bonus
- $0 + $1,000 related
- Other
- $0 + $3,102 related
- Deferred
- $0 + $2,383 related
- Nontaxable benefits
- $0 + $34,580 related
- Filer's total
- $0 + $244,600 related
-
Myisha Caldwell
Clinic Charge Nurse
- Total calculated
- $216,714
- From this org
- $190,304
- From related orgs
- $4,948
- Other
- $21,462
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $189,554 + $4,948 related
- Bonus
- $750
- Other
- $0
- Deferred
- $2,220 + $58 related
- Nontaxable benefits
- $17,488 + $1,696 related
- Filer's total
- $210,012 + $6,702 related
-
Katherine Svoboda
Administrative Assistant III
- Total calculated
- $124,858
- From this org
- $104,261
- From related orgs
- $7,173
- Other
- $13,424
- Hours/week
- 40 + 3 related
-
Kelsey Henrich
Clinical Dietitian II
- Total calculated
- $117,994
- From this org
- $106,685
- From related orgs
- $0
- Other
- $11,309
- Hours/week
- 40
-
Katrina Lanner-Cusin MD
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 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 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 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 457f) 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, 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.
-
CALIFORNIA PACIFIC MEDICAL CTR FOUND
501(C)(3) · FUNDRAISING · 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 AUBURN FAITH 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) · HEALTHCARE · CA · controlled entity
Directly controlled by SUTTER HLTH
-
501(C)(3) · HOSPITAL · 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) · SUPPORTING OR · CA
Directly controlled by NA
-
501(C)(3) · HOSPITAL · CA
Directly controlled by SUTTER HLTH
-
501(C)(4) · HEALTH PLAN · CA · controlled entity
Directly controlled by SUTTER HLTH
-
SUTTER INSURANCE SERVICES CORPORATION
501(C)(3) · INSURANCE · 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 ROSEVILLE MEDICAL CTR 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
-
SUTTER VALLEY MEDICAL FOUNDATION
501(C)(3) · HEALTHCARE · CA · controlled entity
Directly controlled by SUTTER HLTH
-
SUTTER VISITING NURSE ASSOC AND HOSPICE
501(C)(3) · HEALTHCARE · CA · controlled entity
Directly controlled by SUTTER HLTH
-
501(C)(3) · FUNDRAISING · CA · controlled entity
Directly controlled by SUTTER VH
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.
-
SURGERY CENTER OF ALTA BATES SMC
PATIENT CARE · CA
Directly controlled by NA
-
CALIFORNIA PACIFIC ADV IMAGING LLC
PATIENT CARE · DE
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
-
PATIENT CARE · CA
Directly controlled by NA
-
OFFICE RENTAL · CA
Directly controlled by NA
-
MAGNETIC IMAGING AFFILIATES LLC
PATIENT CARE · CA
Directly controlled by NA
-
ASC OPERATORS - SANTA ROSA LLC
CARE MANAGEMENT · CA
Directly controlled by NA
-
ASC OPERATORS - SAN LUIS OBISPO LLC
CARE MANAGEMENT · CA
Directly controlled by NA
-
INVESTMENTS · DE
Directly controlled by NA
-
Outpatient SU · CA
Directly controlled by NA
-
PATIENT CARE · CA
Directly controlled by NA
-
patient care · CA
Directly controlled by NA
-
Sacramento Surgery Center Associates LP
patient care · CA
Directly controlled by NA
-
patient care · CA
Directly controlled by NA
-
patient care · CA
Directly controlled by NA
-
patient care · CA
Directly controlled by NA
-
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
-
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
-
INVESTMENT · NY
Directly controlled by NA
-
MAKENA STRATEGIC OPPORTUNITIES FUND - SH
INVESTMENT · DE
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
-
C CORP · HOLDING COMPANY · CJ · controlled entity
Directly controlled by NA
-
C CORP · HEALTH SERVICES · CA · 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
-
AQR REAL RETURN OFFSHORE FUND LP
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
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423199349309677
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