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Nonprofiteer
← SUTTER HEALTH ALLIANCE

Form 990 for tax year 2024

Filed by SUTTER HEALTH ALLIANCE.

Totals

Total revenue
$837,848,532
Total expenses
$827,761,932
Contributions and grants received
$0
Grants paid
$136,000
Program service revenue
$836,321,727
Investment income
$1,516,746
Other revenue
$10,059
Total assets, end of year
$293,849,584
Total liabilities, end of year
$205,976,526
Net assets or fund balances, end of year
$87,873,058
Program services expenses (Part IX)
$792,464,942
Management and general expenses
$35,296,990
Fundraising expenses
$0
Program service expenses (Part III)
$792,464,942

Program services were 95.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PREMIUM REVENUE

    total $836,321,727 · related or exempt $836,321,727

  • 3 · Investment income

    total $1,511,461 · excluded $1,511,461

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $5,285

  • 7c · Gain or loss

    securities $5,285

  • 7d · Net gain or loss

    total $5,285 · excluded $5,285

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: REBATES & REFUNDS

    total $10,059 · excluded $10,059

  • 11e · Other revenue, total

    $10,059

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $136,000 · program services $136,000

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $398,143 · management and general $398,143

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $9,659,014 · management and general $9,659,014

  • 8 · Pension plan contributions

    total $181,893 · management and general $181,893

  • 9 · Other employee benefits

    total $5,040,685 · management and general $5,040,685

  • 10 · Payroll taxes

    total $821,146 · management and general $821,146

  • 11a · Fees: management

    total $5,088,546 · management and general $5,088,546

  • 11b · Fees: legal

    total $1,683,535 · program services $772,500 · management and general $911,035

  • 11c · Fees: accounting

    total $337,659 · program services $35,544 · management and general $302,115

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $5,643 · management and general $5,643

  • 11g · Fees: other

    total $114,964 · management and general $114,964

  • 12 · Advertising and promotion

    total $579,177 · management and general $579,177

  • 13 · Office expenses

    total $34,174 · management and general $34,174

  • 14 · Information technology

    total $448,212 · program services $257,081 · management and general $191,131

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $249,568 · management and general $249,568

  • 17 · Travel

    total $92,829 · management and general $92,829

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $19,674 · management and general $19,674

  • 20 · Interest

    total $32,719 · program services $32,719

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $10,727,798 · program services $10,511,895 · management and general $215,903

  • 24a · Other expenses: CLAIMS

    total $742,318,136 · program services $742,318,136

  • 24b · Other expenses: INSURANCE BROKER COMMISSIONS

    total $32,071,584 · program services $32,071,584

  • 24c · Other expenses: PURCHASED SERVICES

    total $15,562,641 · program services $5,849,264 · management and general $9,713,377

  • 24d · Other expenses: BAD DEBTS

    total $474,592 · management and general $474,592

  • 24e · All other expenses

    total $1,683,600 · program services $480,219 · management and general $1,203,381

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $89,714,827 · end of year $174,588,258

  • 2 · Savings and temporary cash investments

    beginning of year $31,503,038 · end of year $32,714,352

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $69,320,957 · end of year $85,264,563

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $795,861 · end of year $1,282,411

  • 10a · Land, buildings and equipment: cost or other basis

    $343,975

  • 10b · Land, buildings and equipment: accumulated depreciation

    $343,975

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $45,049,295 · end of year $53,583,575

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $66,746,250 · end of year $79,121,472

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,887,262 · end of year $73,271,479

  • 27 · Net assets without donor restrictions

    beginning of year $77,651,876 · end of year $87,873,058

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

SEE SCHEDULE O

  • PROGRAM SERVICE ACCOMPLISHMENTS: Sutter Health Alliance (formally known as Sutter Health Plan) is an affiliate of the Sutter Health system, a comprehensive network providing integrated care to more than 3 million patients annually through a network of hospitals, medical foundations, urgent and walk-in care centers, home health and hospice services. The Sutter Health system relies on the dedication of more than 85,000 clinicians, nurses, employees and volunteers to deliver high quality and affordable care to more than 100 communities. We believe that all people deserve access to excellent medical care-whoever they are and wherever they live. Sutter Health doctors, hospitals and other caregivers partner with each other to advance our medical services and increase patients' access to them. The primary purpose of Sutter Health Alliance is to improve the health of the community by increasing access to Sutter Health's network of high-quality doctors, hospitals and other health care services. The health plan promotes affordability through the delivery of cost-effective health care services; this includes partnering with our provider network to improve quality and reduce costs. Sutter Health Alliance is licensed by the Department of Managed Health Care as a Knox-Keene health maintenance organization with plan coverage beginning in January 2014. Sutter Health Alliance members are assigned primary care providers exclusively with physicians through related Sutter Health tax-exempt medical foundations. Sutter Health Alliance develops its plan products under a not-for-profit mission with a commitment to provide affordably priced HMO health plans in accordance with Patient Protection and Affordable Care Act and federal guidelines that allow Northern California's socially and economically diverse communities to access high quality and accessible care at Sutter Health's network of doctors and hospitals. Sutter Health Alliance participates in activities designed to promote the general health of communities, promotes and encourages advancement and improvement of high-quality and cost-effective health care services; and facilitates the interchange of ideas among health care service organizations and communities served.

    Expenses $792,464,942 · Grants $136,000 · Revenue $836,321,727

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Conrad Vial MD

    SVP, SH Network President

    Total calculated
    $2,848,299
    From this org
    $0
    From related orgs
    $2,548,795
    Other
    $299,504
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,156,150 related
    Bonus
    $0 + $1,122,494 related
    Other
    $0 + $270,151 related
    Deferred
    $0 + $241,357 related
    Nontaxable benefits
    $0 + $58,147 related
    Filer's total
    $0 + $2,848,299 related

  • Phil Jackson

    CEO, HPP, PRES SHA (PT-YR)

    Total calculated
    $1,817,123
    From this org
    $0
    From related orgs
    $1,666,697
    Other
    $150,426
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,053 related
    Bonus
    $0 + $549,787 related
    Other
    $0 + $691,857 related
    Deferred
    $0 + $121,857 related
    Nontaxable benefits
    $0 + $28,569 related
    Filer's total
    $0 + $1,817,123 related

  • Peter Bergamo

    SH VP,CGO & INTERIM PRES SHA

    Total calculated
    $837,621
    From this org
    $0
    From related orgs
    $544,949
    Other
    $292,672
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,902 related
    Bonus
    $0 + $157,063 related
    Other
    $0 + $6,984 related
    Deferred
    $0 + $256,908 related
    Nontaxable benefits
    $0 + $35,764 related
    Filer's total
    $0 + $837,621 related

  • Rebecca Alvarado

    CFO, SHA (pt-yr)

    Total calculated
    $662,676
    From this org
    $0
    From related orgs
    $447,226
    Other
    $215,450
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,001 related
    Bonus
    $0 + $108,901 related
    Other
    $0 + $33,324 related
    Deferred
    $0 + $180,430 related
    Nontaxable benefits
    $0 + $35,020 related
    Filer's total
    $0 + $662,676 related

  • Gretchen Lachance

    DEPUTY COUNS, Ins Prod/Sec SHA

    Total calculated
    $631,150
    From this org
    $0
    From related orgs
    $424,933
    Other
    $206,217
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,011 related
    Bonus
    $0 + $62,054 related
    Other
    $0 + $70,868 related
    Deferred
    $0 + $182,636 related
    Nontaxable benefits
    $0 + $23,581 related
    Filer's total
    $0 + $631,150 related

  • Dominic Nakis

    SH Interim CFO

    Total calculated
    $619,278
    From this org
    $0
    From related orgs
    $619,278
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $619,278 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $619,278 related

  • Robert J Carnaroli

    SH VP, SALES & REL MGMT, HPP

    Total calculated
    $618,503
    From this org
    $0
    From related orgs
    $540,906
    Other
    $77,597
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,225 related
    Bonus
    $0 + $213,706 related
    Other
    $0 + $43,975 related
    Deferred
    $0 + $42,057 related
    Nontaxable benefits
    $0 + $35,540 related
    Filer's total
    $0 + $618,503 related

  • Michael Poole

    SH VP, OPERATIONS, SHA

    Total calculated
    $526,275
    From this org
    $358,910
    From related orgs
    $0
    Other
    $167,365
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,956
    Bonus
    $49,025
    Other
    $12,929
    Deferred
    $5,730 + $128,132 related
    Nontaxable benefits
    $33,503
    Filer's total
    $398,143 + $128,132 related

  • Aparna Abburi

    SVP POP H&H PLN/PRES SHA PT-YR

    Total calculated
    $458,112
    From this org
    $0
    From related orgs
    $450,039
    Other
    $8,073
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $32,962 related
    Bonus
    $0 + $410,000 related
    Other
    $0 + $7,077 related
    Deferred
    $0 + $6,657 related
    Nontaxable benefits
    $0 + $1,416 related
    Filer's total
    $0 + $458,112 related

  • Jill A Glenn

    DIRECTOR, CASE MANAGEMENT

    Total calculated
    $400,743
    From this org
    $318,091
    From related orgs
    $0
    Other
    $82,652
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,134
    Bonus
    $47,633
    Other
    $8,324
    Deferred
    $56,006
    Nontaxable benefits
    $26,646
    Filer's total
    $400,743

  • Anthony Pellerin

    Executive, Business Systems

    Total calculated
    $375,200
    From this org
    $285,353
    From related orgs
    $0
    Other
    $89,847
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,092
    Bonus
    $42,767
    Other
    $494
    Deferred
    $61,119
    Nontaxable benefits
    $28,728
    Filer's total
    $375,200

  • Susan N Stephenson

    DIR, QUALITY & PATIENT SAFETY

    Total calculated
    $373,200
    From this org
    $293,025
    From related orgs
    $0
    Other
    $80,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,229
    Bonus
    $45,842
    Other
    $5,954
    Deferred
    $53,925
    Nontaxable benefits
    $26,250
    Filer's total
    $373,200

  • Larisa Collins

    Manager, Case Mgmt

    Total calculated
    $360,030
    From this org
    $276,776
    From related orgs
    $0
    Other
    $83,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,284
    Bonus
    $41,717
    Other
    $6,775
    Deferred
    $49,026
    Nontaxable benefits
    $34,228
    Filer's total
    $360,030

  • Teri Davis

    Account Manager III

    Total calculated
    $294,780
    From this org
    $269,074
    From related orgs
    $0
    Other
    $25,706
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,094
    Bonus
    $133,980
    Other
    $0
    Deferred
    $2,607
    Nontaxable benefits
    $23,099
    Filer's total
    $294,780

  • Michael Sheils

    CFO, INSUR PROD & SHA (PT-YR)

    Total calculated
    $251,607
    From this org
    $0
    From related orgs
    $124,198
    Other
    $127,409
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,068 related
    Bonus
    $0
    Other
    $0 + $1,130 related
    Deferred
    $0 + $122,958 related
    Nontaxable benefits
    $0 + $4,451 related
    Filer's total
    $0 + $251,607 related

  • Frances Cairns

    Director

    Total calculated
    $0
    Hours/week
    1

  • Dave Comerchero

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cathy Eddy

    Director, Chair

    Total calculated
    $0
    Hours/week
    2

  • Viva Ettin MD

    Director

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Christine Griger MD

    Director, Chair Finance & Plan

    Total calculated
    $0
    Hours/week
    2

  • Ken Provencher

    Director

    Total calculated
    $0
    Hours/week
    1

  • Charles Sted

    Director

    Total calculated
    $0
    Hours/week
    1 + 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, 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

  • 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 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 4A
SEVERANCE PAYMENTS: PHIL JACKSON RECEIVED SEVERANCE PAYMENTS OF $304,129.
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 16% OF BASE SALARY PLUS ANNUAL INCENTIVE PLAN 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 BENEFIT 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

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.

Related partnerships

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

  • SURG CTR OF ABSMC

    PATIENT CARE · CA

    Directly controlled by NA

  • CA PACIFIC ADV IMAG

    PATIENT CARE · CA

    Directly controlled by NA

  • DIVISADERO HOLDINGS LLC

    Care Management · CA

    Directly controlled by NA

  • MAGNETIC IMAGING AFFILIATES LLC

    PATIENT CARE · CA

    Directly controlled by NA

  • SF ENDOSCOPY CENTER

    PATIENT CARE · CA

    Directly controlled by NA

  • PENINSULA ENDOSCOPY

    PATIENT CARE · CA

    Directly controlled by NA

  • ASC OPERATORS - SANTA ROSA LLC

    CARE MANAGEMENT · 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

  • ROSEVILLE ENDOSCOPY CENTER

    PATIENT CARE · CA

    Directly controlled by NA

  • ASC Operators LLC

    CARE MANAGEMENT · CA

    Directly controlled by NA

  • MEMORIAL MEDICAL BUILDING

    OFFICE RENTAL · CA

    Directly controlled by NA

  • South Placer Surgery Center

    PATIENT CARE · CA

    Directly controlled by NA

  • Sacramento Surgery Center Associates LP

    PATIENT CARE · CA

    Directly controlled by NA

  • Fort Sutter Surgery Center

    PATIENT CARE · CA

    Directly controlled by NA

  • Sutter Alhambra Surgery Center

    PATIENT CARE · CA

    Directly controlled by NA

  • Auburn Surgical Center

    PATIENT CARE · CA

    Directly controlled by NA

  • DE SHAW ALP 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

  • MAKENA REAL ESTATE II LP

    INVESTMENT · CJ

    Directly controlled by NA

  • ICG CREDIT OPPORTUNITIES FUND LP

    INVESTMENT · DE

    Directly controlled by NA

  • DE SHAW ALL CTRY

    INVESTMENT · DE

    Directly controlled by NA

  • ICG SPECIAL OPPORTUNITIES FUND I LP

    INVESTMENT · DE

    Directly controlled by NA

  • TAP CMDITYBLDR FUND

    INVESTMENT · NY

    Directly controlled by NA

  • Makena Strategic Opportunities Fund - SH

    INVESTMENT · DE

    Directly controlled by NA

  • ASC OPERATORS - SAN LUIS OBISPO LLC

    care management · CA

  • CARLSBAD SURGERY CENTER LLC

    PATIENT CARE · CA

    Directly controlled by NA

  • AG Net Lease Realty Fund V-QTE

    INVESTMENT · CA

    Directly controlled by NA

  • EHC SURGERY CENTER

    PATIENT CARE · CA

    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

  • NORTHWOOD EUROPE TE FEEDER LP

    C CORP · HOLDING COMPA · CJ · 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

  • 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
2024
Filed
4 November 2025
IRS schema version
2024v5.2
Source object
202503189349301215

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