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Nonprofiteer
← STANFORD HEALTH CARE TRI-VALLEY

Form 990 for tax year 2022

Filed by STANFORD HEALTH CARE TRI-VALLEY.

Totals

Total revenue
$472,272,065
Total expenses
$457,725,261
Contributions and grants received
$2,790,067
Grants paid
$627,540
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$421,878,167
Management and general expenses
$35,332,094
Fundraising expenses
$515,000
Program service expenses (Part III)
$421,878,167

Program services were 92.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID ENTWISTLE

    DIRECTOR

    Total calculated
    $5,114,409
    From this org
    $0
    From related orgs
    $4,675,833
    Other
    $438,576
    Hours/week
    4.25 + 52.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,007,529 related
    Bonus
    $0 + $2,071,871 related
    Other
    $0 + $596,433 related
    Deferred
    $0 + $382,562 related
    Nontaxable benefits
    $0 + $56,014 related
    Filer's total
    $0 + $5,114,409 related

  • QUINN MCKENNA

    DIRECTOR

    Total calculated
    $2,674,224
    From this org
    $0
    From related orgs
    $2,435,914
    Other
    $238,310
    Hours/week
    3 + 51.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,257,936 related
    Bonus
    $0 + $922,902 related
    Other
    $0 + $255,076 related
    Deferred
    $0 + $188,567 related
    Nontaxable benefits
    $0 + $49,743 related
    Filer's total
    $0 + $2,674,224 related

  • LINDA HOFF

    DIRECTOR

    Total calculated
    $2,037,570
    From this org
    $0
    From related orgs
    $1,850,502
    Other
    $187,068
    Hours/week
    3.25 + 51.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $998,588 related
    Bonus
    $0 + $689,306 related
    Other
    $0 + $162,608 related
    Deferred
    $0 + $152,645 related
    Nontaxable benefits
    $0 + $34,423 related
    Filer's total
    $0 + $2,037,570 related

  • RICHARD SHUMWAY

    PRESIDENT/CEO

    Total calculated
    $1,574,316
    From this org
    $1,279,934
    From related orgs
    $0
    Other
    $294,382
    Hours/week
    52.5 + 17.9 related

    Schedule J breakdown matched by us

    Base
    $669,463
    Bonus
    $536,733
    Other
    $73,738
    Deferred
    $254,430
    Nontaxable benefits
    $39,952
    Filer's total
    $1,574,316

  • AARON SALYAPONGSE MD

    DIRECTOR

    Total calculated
    $1,122,069
    From this org
    $0
    From related orgs
    $1,062,855
    Other
    $59,214
    Hours/week
    1.6 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,915 related
    Bonus
    $0 + $750,940 related
    Other
    $0
    Deferred
    $0 + $18,067 related
    Nontaxable benefits
    $0 + $41,147 related
    Filer's total
    $0 + $1,122,069 related

  • RON DALMAN MD

    DIRECTOR

    Total calculated
    $882,236
    From this org
    $0
    From related orgs
    $801,287
    Other
    $80,949
    Hours/week
    1.6 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $445,285 related
    Bonus
    $0 + $356,002 related
    Other
    $0
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $50,449 related
    Filer's total
    $0 + $882,236 related

  • DAVID SVEC MD

    CMO

    Total calculated
    $861,722
    From this org
    $0
    From related orgs
    $795,871
    Other
    $65,851
    Hours/week
    1.6 + 48.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,132 related
    Bonus
    $0 + $393,599 related
    Other
    $0 + $140 related
    Deferred
    $0 + $19,520 related
    Nontaxable benefits
    $0 + $46,331 related
    Filer's total
    $0 + $861,722 related

  • TRACEY LEWIS TAYLOR

    COO

    Total calculated
    $621,324
    From this org
    $537,078
    From related orgs
    $0
    Other
    $84,246
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $403,448
    Bonus
    $132,325
    Other
    $1,305
    Deferred
    $53,604
    Nontaxable benefits
    $30,642
    Filer's total
    $621,324

  • TOPHER SHARP MD

    DIRECTOR

    Total calculated
    $607,385
    From this org
    $0
    From related orgs
    $527,015
    Other
    $80,370
    Hours/week
    1.6 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,635 related
    Bonus
    $0 + $118,380 related
    Other
    $0
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $49,870 related
    Filer's total
    $0 + $607,385 related

  • KYLE WICHELMANN

    CFO

    Total calculated
    $596,634
    From this org
    $517,853
    From related orgs
    $0
    Other
    $78,781
    Hours/week
    50 + 0.4 related

    Schedule J breakdown matched by us

    Base
    $395,368
    Bonus
    $120,484
    Other
    $2,001
    Deferred
    $52,671
    Nontaxable benefits
    $26,110
    Filer's total
    $596,634

  • MONICA DAVILA

    CNO

    Total calculated
    $474,849
    From this org
    $396,297
    From related orgs
    $0
    Other
    $78,552
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $313,500
    Bonus
    $81,672
    Other
    $1,125
    Deferred
    $38,728
    Nontaxable benefits
    $39,824
    Filer's total
    $474,849

  • MANOJ SASTRY

    VP SRVC & MKT DEVEL

    Total calculated
    $460,363
    From this org
    $386,251
    From related orgs
    $0
    Other
    $74,112
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $311,856
    Bonus
    $73,306
    Other
    $1,089
    Deferred
    $34,291
    Nontaxable benefits
    $39,821
    Filer's total
    $460,363

  • MATTHEW WOLDEN

    VP OF OPERATIONS

    Total calculated
    $426,368
    From this org
    $393,577
    From related orgs
    $0
    Other
    $32,791
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $294,680
    Bonus
    $78,200
    Other
    $20,697
    Deferred
    $19,099
    Nontaxable benefits
    $13,692
    Filer's total
    $426,368

  • JENNIFER SAAVEDRA

    REGISTERED NURSE II

    Total calculated
    $406,166
    From this org
    $356,769
    From related orgs
    $0
    Other
    $49,397
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $165,497
    Bonus
    $500
    Other
    $190,772
    Deferred
    $13,027
    Nontaxable benefits
    $36,370
    Filer's total
    $406,166

  • PAUL MUSER

    REGISTERED NURSE II

    Total calculated
    $404,478
    From this org
    $356,043
    From related orgs
    $0
    Other
    $48,435
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $143,246
    Bonus
    $6,500
    Other
    $206,297
    Deferred
    $15,726
    Nontaxable benefits
    $32,709
    Filer's total
    $404,478

  • JOHN YEE MD

    VP CLINICAL INITIATIVES

    Total calculated
    $400,597
    From this org
    $346,176
    From related orgs
    $0
    Other
    $54,421
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $264,340
    Bonus
    $69,207
    Other
    $12,629
    Deferred
    $25,350
    Nontaxable benefits
    $29,071
    Filer's total
    $400,597

  • RONNIE RAYMUNDO

    REGISTERED NURSE II

    Total calculated
    $371,423
    From this org
    $340,455
    From related orgs
    $0
    Other
    $30,968
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $168,287
    Bonus
    $3,754
    Other
    $168,414
    Deferred
    $9,322
    Nontaxable benefits
    $21,646
    Filer's total
    $371,423

  • NICHOLE THOMAS

    REGISTERED NURSE II

    Total calculated
    $352,066
    From this org
    $341,584
    From related orgs
    $0
    Other
    $10,482
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $148,574
    Bonus
    $850
    Other
    $192,160
    Deferred
    $8,823
    Nontaxable benefits
    $1,659
    Filer's total
    $352,066

  • DIANE GRUNSKY

    SECRETARY (UNTIL 11/22)

    Total calculated
    $170,092
    From this org
    $148,585
    From related orgs
    $0
    Other
    $21,507
    Hours/week
    49.6 + 0.4 related

    Schedule J breakdown matched by us

    Base
    $126,991
    Bonus
    $1,500
    Other
    $20,094
    Deferred
    $7,516
    Nontaxable benefits
    $13,991
    Filer's total
    $170,092

  • JACQUELINE STEIN

    FORMER SECRETARY

    Total calculated
    $136,269
    From this org
    $129,018
    From related orgs
    $0
    Other
    $7,251
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $125,258
    Bonus
    $3,500
    Other
    $260
    Deferred
    $6,263
    Nontaxable benefits
    $988
    Filer's total
    $136,269

  • SOLEIL CANLAS

    SECRETARY (AS OF 11/22)

    Total calculated
    $88,655
    From this org
    $74,400
    From related orgs
    $0
    Other
    $14,255
    Hours/week
    50 + 0.2 related

  • JOHN SENSIBA

    CHAIR

    Total calculated
    $0
    Hours/week
    1.6 + 0.2 related

  • KAYE FOSTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.6 + 2.2 related

  • REENA JADHAV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.6 + 0.2 related

  • RANDY POND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.6 + 0.2 related

  • ALCINA WEGRZYNOWSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.6

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4B
STANFORD HEALTH CARE ("SHC"), A RELATED ORGANIZATION, PROVIDES ALL SENIOR EXECUTIVES WITH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT THEIR RETIREMENT BENEFITS. FOR EACH CALENDAR YEAR, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR EACH PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY (DEPENDING ON THE INDIVIDUAL'S POSITION) AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. A PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNTS BECAME VESTED AND WERE PAID TO THE FOLLOWING INDIVIDUALS IN CALENDAR YEAR 2022: DAVID ENTWISTLE $ 346,221 QUINN MCKENNA $ 152,613 LINDA HOFF $ 117,466 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID IN CALENDAR 2022 ARE REPORTED IN COLUMN (F). SHC TRI-VALLEY'S PRESIDENT PARTICIPATES IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) TO SUPPLEMENT HIS RETIREMENT BENEFITS. UNDER THE PLAN, A HYPOTHETICAL ACCOUNT IS ESTABLISHED FOR THE PARTICIPANT AND CREDITED WITH AN AMOUNT EQUAL TO A PERCENTAGE OF BASE SALARY AS OF THE LAST DAY OF EACH QUARTER. THE COMPENSATION COMMITTEE MAY DETERMINE THAT CREDITS SHALL BE MADE IN ADDITION TO THOSE ABOVE IN ITS SOLE DISCRETION. THE PARTICIPANT BECOMES VESTED IN EACH CALENDAR YEAR ACCOUNT ON THE FIRST BUSINESS DAY OF JANUARY FOLLOWING THE SECOND CALENDAR YEAR IN WHICH THE ACCOUNT WAS ESTABLISHED (OR, IF LATER, THE DATE ON WHICH THE PARTICIPANT COMPLETES TWO FULL YEARS OF PARTICIPATION). THE PARTICIPANT BECOMES FULLY VESTED IN HIS OR HER ACCOUNTS UNDER THE SERP UPON THE EARLIEST OF (A) DISCHARGE FROM EMPLOYMENT WITHOUT CAUSE; (B) ENTITLEMENT TO LONG-TERM DISABILITY INCOME BENEFITS; (C) ATTAINMENT OF AGE OF 60 WHILE EMPLOYED OR IF LATER, THE PARTICIPANT'S COMPLETION OF TWO FULL YEARS OF PARTICIPATION; (D) COMPLETION OF SEVEN YEARS AS AN ELIGIBLE EMPLOYEE; OR (E) DEATH. THE FOLLOWING AMOUNT BECAME VESTED AND WAS PAID TO RICHARD SHUMWAY IN CALENDAR YEAR 2022: $65,868. AMOUNTS CREDITED UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C).
SCHEDULE J, PART I, LINE 7
SEVEN EXECUTIVES RECEIVED A BONUS THAT WAS APPROVED BY SENIOR MANAGEMENT.
SCHEDULE J, PART II, COLUMN B(III)
OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN (III) INCLUDES ACCRUED VACATION PAY OUT, GROUP TERM LIFE, SERP DISTRIBUTION, IMPUTED INTEREST FOR MORTGAGE LOAN FORGIVENESS, AND ADDITIONAL SHIFT WORK PAY.
SCHEDULE J, PART II
DIRECTORS ARE NOT COMPENSATED IN THEIR CAPACITY AS DIRECTORS OF SHC TRI-VALLEY. HOWEVER, THE INDIVIDUALS LISTED WERE ALSO EMPLOYEES OF RELATED ORGANIZATIONS, POSITIONS FOR WHICH THEY RECEIVED COMPENSATION AS REPORTED IN PART II.

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

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BREP VII ALBERTA FDR (OFFSHORE) TE7 LP

    C CORP · INVESTMENTS · CA

    Directly controlled by NA

  • BREP VII ALBERTA FDR (OFFSHORE) TE7-NQ

    C CORP · INVESTMENTS · CA

    Directly controlled by NA

  • CANARY SC FUND LTD

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • CLAT (13)

    TRUST · CHARITABLE TR · CA

    Directly controlled by NA

  • CLUT (2)

    TRUST · CHARITABLE TR · CA

    Directly controlled by NA

  • CRT (561)

    TRUST · CHARITABLE TR · CA

    Directly controlled by NA

  • EAST SAIL

    C CORP · INVESTMENTS · MP

    Directly controlled by NA

  • ER-S REIT LLC

    C CORP · INVESTMENTS · DE

    Directly controlled by NA

  • ER-S REIT II LLC

    C CORP · INVESTMENTS · DE

    Directly controlled by NA

  • GAVEA INVESTMENT FUND II-C LP

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • HHBG SF LIMITED

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • KAIZEN FUND

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • LS ALBERTA III LP

    C CORP · INVESTMENTS · CA

    Directly controlled by NA

  • LUMINA STRATEGIC SOLUTIONS FEEDER FUND (

    C CORP · INVESTMENTS · CA

    Directly controlled by NA

  • OTHER (4)

    TRUST · CHARITABLE TR · CA

    Directly controlled by NA

  • PIF (2)

    TRUST · CHARITABLE TR · CA

    Directly controlled by NA

  • PEPPERTREE CAPITAL CAYMAN ISLAND FUND LP

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • PROFESSIONAL EXCHANGE ASSURANCE COMPANY

    C CORP · INSURANCE · HI

    Directly controlled by NA

  • SBFF LTD

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • SOLKATT LIMITED

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • STANFORD (BEIJING) CNSLTNG CO LTD (WFOE)

    C CORP · EDUCATION · CH

    Directly controlled by NA

  • STANFORD IN JAPAN GODO KAISHA

    C CORP · EDUCATION · JA

    Directly controlled by NA

  • STANFORD INDIA PVT LTD

    C CORP · EDUCATION · IN

    Directly controlled by NA

  • STANFORD MEDICINE INTL (HONG KONG) CO LT

    C CORP · PATIENT SRVC · HK

    Directly controlled by NA

  • STANFORD UNIV MED NETWORK RISK AUTHORITY

    C CORP · RISK MGMT CON · CA

    Directly controlled by NA

  • THE RUBRUM FUND

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • TRIVISTA FUND

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • TVC MATSU FUND

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • VERMILION PEAK FUND

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

  • WOODBOURNE CANADA PARTNERS II - CAYMAN

    C CORP · INVESTMENTS · CJ

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
10 July 2024
IRS schema version
2022v5.0
Source object
202421939349301602

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