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Nonprofiteer
← SUTTER BAY HOSPITALS

Form 990 for tax year 2023

Filed by SUTTER BAY HOSPITALS.

Totals

Total revenue
$5,162,342,556
Total expenses
$5,134,356,773
Contributions and grants received
$122,823,446
Grants paid
$12,472,642
Program service revenue
$4,998,376,651
Investment income
$20,417,243
Other revenue
$20,725,216
Total assets, end of year
$5,798,661,625
Total liabilities, end of year
$2,134,235,839
Net assets or fund balances, end of year
$3,664,425,786
Program services expenses (Part IX)
$4,686,007,239
Management and general expenses
$445,731,672
Fundraising expenses
$2,617,862
Program service expenses (Part III)
$4,686,007,239

Program services were 91.3% 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.

  • 1a · Federated campaigns

    $400

  • 1c · Fundraising events

    $749,905

  • 1d · Related organizations

    $24,780,400

  • 1e · Government grants (contributions)

    $84,426,271

  • 1f · All other contributions, gifts and grants

    $12,866,470

  • 1g · Noncash contributions included above

    $81,138

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $4,954,962,227 · related or exempt $4,954,962,227

  • 2b · Program service revenue: HEALTHCARE RELATED JV INCOME

    total $30,279,003 · related or exempt $30,279,003

  • 2c · Program service revenue: RENTAL TO AFFILIATES

    total $13,135,421 · related or exempt $13,135,421

  • 3 · Investment income

    total $10,874,680 · excluded $10,874,680

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

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $18,835,241

  • 6b · Less rental expenses

    real property $5,652,563

  • 6c · Rental income or loss

    real property $13,182,678 · personal property $0

  • 6d · Net rental income or loss

    total $13,182,678 · excluded $13,182,678

  • 7a · Gross sales of assets other than inventory

    securities $646,680 · other assets $9,318,269

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $422,386

  • 7c · Gain or loss

    securities $646,680 · other assets $8,895,883

  • 7d · Net gain or loss

    total $9,542,563 · excluded $9,542,563

  • 8a · Fundraising events: gross income

    $224,270

  • 8a · Fundraising events: contributions included on line 1c

    $749,905

  • 8b · Fundraising events: direct expenses

    $230,677

  • 8c · Net income from fundraising events

    total -$6,407 · excluded -$6,407

  • 9a · Gaming: gross income

    $18,195

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $18,195 · excluded $18,195

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CAFETERIA

    total $5,386,290 · excluded $5,386,290

  • 11b · Other revenue: PARKING

    total $1,635,715 · unrelated business $1,635,715

  • 11c · Other revenue: LABORATORY

    total $250,800 · unrelated business $250,800

  • 11d · All other revenue

    total $257,945 · unrelated business $257,945

  • 11e · Other revenue, total

    $7,530,750

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,681,073 · program services $11,681,073

  • 2 · Grants to domestic individuals

    total $791,569 · program services $791,569

  • 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 $474,469 · program services $0 · management and general $474,469 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,554,575,539 · program services $1,492,036,575 · management and general $61,607,479 · fundraising $931,485

  • 8 · Pension plan contributions

    total $50,178,426 · program services $48,163,208 · management and general $2,000,719 · fundraising $14,499

  • 9 · Other employee benefits

    total $565,378,334 · program services $542,405,139 · management and general $22,429,583 · fundraising $543,612

  • 10 · Payroll taxes

    total $125,550,873 · program services $120,520,803 · management and general $5,006,483 · fundraising $23,587

  • 11a · Fees: management

    total $16,470,563 · program services $9,620,470 · management and general $6,835,626 · fundraising $14,467

  • 11b · Fees: legal

    total $4,210,666 · program services $4,210,666 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $123,236 · program services $0 · management and general $80,516 · fundraising $42,720

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $966,834 · program services $0 · management and general $966,834 · fundraising $0

  • 11g · Fees: other

    total $471,877,189 · program services $441,096,237 · management and general $30,780,952 · fundraising $0

  • 12 · Advertising and promotion

    total $278,024 · management and general $274,771 · fundraising $3,253

  • 13 · Office expenses

    total $38,074,983 · program services $8,578,515 · management and general $29,465,589 · fundraising $30,879

  • 14 · Information technology

    total $213,243,577 · program services $122,893,483 · management and general $90,350,094

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $93,526,646 · program services $89,654,256 · management and general $3,871,643 · fundraising $747

  • 17 · Travel

    total $1,733,410 · program services $1,394,746 · management and general $333,571 · fundraising $5,093

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $1,004,649 · program services $881,274 · management and general $123,375 · fundraising $0

  • 20 · Interest

    total $81,216,549 · program services $81,216,549 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $349,838,233 · program services $326,410,069 · management and general $23,428,164 · fundraising $0

  • 23 · Insurance

    total $32,127,088 · program services $21,808,572 · management and general $10,266,907 · fundraising $51,609

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $612,668,355 · program services $612,668,230 · management and general $0 · fundraising $125

  • 24b · Other expenses: SYSTEM ALLOCATION FEE

    total $300,020,095 · program services $185,169,883 · management and general $114,259,611 · fundraising $590,601

  • 24c · Other expenses: PURCHASED SERVICES

    total $232,734,300 · program services $198,032,109 · management and general $34,435,290 · fundraising $266,901

  • 24d · Other expenses: HOSPITAL FEE

    total $193,373,407 · program services $193,373,407 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $182,238,686 · program services $173,400,406 · management and general $8,739,996 · fundraising $98,284

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $161,795,941 · end of year $157,637,539

  • 3 · Pledges and grants receivable

    beginning of year $3,343,836 · end of year $2,620,143

  • 4 · Accounts receivable

    beginning of year $679,193,588 · end of year $635,850,770

  • 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 $58,356,732 · end of year $61,668,657

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,050,082 · end of year $25,496,066

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

    $7,600,775,539

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

    $3,633,758,851

  • 10c · Land, buildings and equipment, net

    beginning of year $4,173,656,791 · end of year $3,967,016,688

  • 11 · Investments: publicly traded securities

    beginning of year $185,980,357 · end of year $206,127,089

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $40,048,759 · end of year $87,953,965

  • 14 · Intangible assets

    beginning of year $4,565,324 · end of year $4,565,324

  • 15 · Other assets

    beginning of year $475,307,511 · end of year $649,725,384

  • 17 · Accounts payable and accrued expenses

    beginning of year $605,548,475 · end of year $622,557,444

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,446,239,132 · end of year $1,405,980,544

  • 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 $97,751,935 · end of year $105,697,851

  • 27 · Net assets without donor restrictions

    beginning of year $3,585,689,321 · end of year $3,589,685,370

  • 28 · Net assets with donor restrictions

    beginning of year $70,070,058 · end of year $74,740,416

Mission and programs · 2023

Mission

SEE SCHEDULE O

  • SEE SCHEDULE O

    Expenses $4,686,007,239 · Grants $12,472,642 · Revenue $4,998,376,651

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Warner Thomas

    PRESIDENT & CEO SUTTER HEALTH

    Total calculated
    $11,497,041
    From this org
    $0
    From related orgs
    $8,705,274
    Other
    $2,791,767
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,528,389 related
    Bonus
    $0 + $6,116,203 related
    Other
    $0 + $60,682 related
    Deferred
    $0 + $2,720,017 related
    Nontaxable benefits
    $0 + $71,750 related
    Filer's total
    $0 + $11,497,041 related

  • James Conforti

    FRMR INTRM President & CEO SH

    Total calculated
    $6,356,149
    From this org
    $0
    From related orgs
    $6,356,149
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $1,304,102 related
    Other
    $0 + $5,052,047 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $6,356,149 related

  • Brian Dean

    SH SVP, CFO (PT-YR)

    Total calculated
    $3,562,932
    From this org
    $0
    From related orgs
    $3,284,551
    Other
    $278,381
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $961,485 related
    Bonus
    $0 + $1,487,711 related
    Other
    $0 + $835,355 related
    Deferred
    $0 + $239,464 related
    Nontaxable benefits
    $0 + $38,917 related
    Filer's total
    $0 + $3,562,932 related

  • Theresa Frei

    CEO, SVMF/SBH ASST SEC (PT-YR)

    Total calculated
    $2,403,304
    From this org
    $0
    From related orgs
    $2,264,775
    Other
    $138,529
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $539,018 related
    Bonus
    $0 + $1,023,723 related
    Other
    $0 + $702,034 related
    Deferred
    $0 + $117,164 related
    Nontaxable benefits
    $0 + $21,365 related
    Filer's total
    $0 + $2,403,304 related

  • David Cheney

    CEO, BAY & VLY HOSP/PRES PT-YR

    Total calculated
    $1,703,937
    From this org
    $0
    From related orgs
    $1,564,057
    Other
    $139,880
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $431,920 related
    Bonus
    $0 + $505,440 related
    Other
    $0 + $626,697 related
    Deferred
    $0 + $125,264 related
    Nontaxable benefits
    $0 + $14,616 related
    Filer's total
    $0 + $1,703,937 related

  • Janet A Wagner

    HOSPITAL AREA CEO, SOUTH BAY

    Total calculated
    $1,551,560
    From this org
    $0
    From related orgs
    $1,448,393
    Other
    $103,167
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,263 related
    Bonus
    $0 + $312,062 related
    Other
    $0 + $754,068 related
    Deferred
    $0 + $83,164 related
    Nontaxable benefits
    $0 + $20,003 related
    Filer's total
    $0 + $1,551,560 related

  • David Clark

    HOSPITAL AREA CEO, EAST BAY

    Total calculated
    $1,416,697
    From this org
    $0
    From related orgs
    $1,285,714
    Other
    $130,983
    Hours/week
    0 + 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

  • Dominic Nakis

    SH Interim CFO (PT-YR)

    Total calculated
    $1,353,843
    From this org
    $0
    From related orgs
    $1,353,843
    Other
    $0
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,353,843 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,353,843 related

  • David R Quincy

    CEO, Ambulatory, SVM

    Total calculated
    $1,225,672
    From this org
    $0
    From related orgs
    $1,121,325
    Other
    $104,347
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $652,645 related
    Bonus
    $0 + $328,620 related
    Other
    $0 + $140,060 related
    Deferred
    $0 + $77,864 related
    Nontaxable benefits
    $0 + $26,483 related
    Filer's total
    $0 + $1,225,672 related

  • Todd Smith MD

    SVP, CHF PHYS EX/ASST SEC PTYR

    Total calculated
    $1,220,510
    From this org
    $0
    From related orgs
    $1,112,469
    Other
    $108,041
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $682,684 related
    Bonus
    $0 + $261,289 related
    Other
    $0 + $168,496 related
    Deferred
    $0 + $63,864 related
    Nontaxable benefits
    $0 + $44,177 related
    Filer's total
    $0 + $1,220,510 related

  • Mark Sevco

    SVP, COO/PRES (PT-YR)

    Total calculated
    $1,166,979
    From this org
    $0
    From related orgs
    $1,149,784
    Other
    $17,195
    Hours/week
    4 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $804,604 related
    Bonus
    $0 + $330,000 related
    Other
    $0 + $15,180 related
    Deferred
    $0 + $3,864 related
    Nontaxable benefits
    $0 + $13,331 related
    Filer's total
    $0 + $1,166,979 related

  • DeeAnn Michelotti

    CRNA Lead

    Total calculated
    $1,075,787
    From this org
    $1,061,874
    From related orgs
    $0
    Other
    $13,913
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $946,088
    Bonus
    $97,800
    Other
    $17,986
    Deferred
    $3,864
    Nontaxable benefits
    $10,049
    Filer's total
    $1,075,787

  • Cynthia Lee

    SVP, Chief StRGY & Growth OFCR

    Total calculated
    $1,055,390
    From this org
    $0
    From related orgs
    $963,235
    Other
    $92,155
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $671,177 related
    Bonus
    $0 + $249,049 related
    Other
    $0 + $43,009 related
    Deferred
    $0 + $55,664 related
    Nontaxable benefits
    $0 + $36,491 related
    Filer's total
    $0 + $1,055,390 related

  • Warren Browner MD

    Executive Consultant

    Total calculated
    $956,318
    From this org
    $0
    From related orgs
    $924,003
    Other
    $32,315
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,625 related
    Bonus
    $0 + $468,949 related
    Other
    $0 + $91,429 related
    Deferred
    $0 + $8,363 related
    Nontaxable benefits
    $0 + $23,952 related
    Filer's total
    $0 + $956,318 related

  • Hamila Kownacki

    CEO, CPMC

    Total calculated
    $922,060
    From this org
    $0
    From related orgs
    $868,367
    Other
    $53,693
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $710,844 related
    Bonus
    $0 + $111,436 related
    Other
    $0 + $46,087 related
    Deferred
    $0 + $35,164 related
    Nontaxable benefits
    $0 + $18,529 related
    Filer's total
    $0 + $922,060 related

  • Daniel Peterson

    CEO, SAFH & SCP

    Total calculated
    $834,528
    From this org
    $0
    From related orgs
    $746,310
    Other
    $88,218
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $457,489 related
    Bonus
    $0 + $234,917 related
    Other
    $0 + $53,904 related
    Deferred
    $0 + $50,064 related
    Nontaxable benefits
    $0 + $38,154 related
    Filer's total
    $0 + $834,528 related

  • Maynard L Jenkins III

    SH VP, HR SUPPORT FUNCTIONS

    Total calculated
    $827,889
    From this org
    $0
    From related orgs
    $746,908
    Other
    $80,981
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,313 related
    Bonus
    $0 + $163,474 related
    Other
    $0 + $183,121 related
    Deferred
    $0 + $49,064 related
    Nontaxable benefits
    $0 + $31,917 related
    Filer's total
    $0 + $827,889 related

  • Steven R Cummings

    EXECUTIVE, RESEARCH

    Total calculated
    $801,771
    From this org
    $644,035
    From related orgs
    $0
    Other
    $157,736
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $559,091
    Bonus
    $80,000
    Other
    $4,944
    Deferred
    $133,063
    Nontaxable benefits
    $24,673
    Filer's total
    $801,771

  • Sami E Nawwar

    NURSE-STAFF II

    Total calculated
    $728,694
    From this org
    $692,467
    From related orgs
    $0
    Other
    $36,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $672,518
    Bonus
    $19,850
    Other
    $99
    Deferred
    $3,864
    Nontaxable benefits
    $32,363
    Filer's total
    $728,694

  • Donovan Bland

    Clinical Physician

    Total calculated
    $643,685
    From this org
    $635,641
    From related orgs
    $0
    Other
    $8,044
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $631,852
    Bonus
    $1,000
    Other
    $2,789
    Deferred
    $3,864
    Nontaxable benefits
    $4,180
    Filer's total
    $643,685

  • John Gates

    Former CFO, SH Bay Area

    Total calculated
    $641,832
    From this org
    $0
    From related orgs
    $641,832
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $641,832 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $641,832 related

  • Stephen Gray

    CAO, SMSC & BAY FDN OPS EXEC

    Total calculated
    $627,731
    From this org
    $0
    From related orgs
    $545,695
    Other
    $82,036
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,045 related
    Bonus
    $0 + $182,514 related
    Other
    $0 + $52,136 related
    Deferred
    $0 + $51,664 related
    Nontaxable benefits
    $0 + $30,372 related
    Filer's total
    $0 + $627,731 related

  • Kevin Cook

    President, SVM

    Total calculated
    $618,027
    From this org
    $0
    From related orgs
    $602,733
    Other
    $15,294
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $365,890 related
    Bonus
    $0 + $230,000 related
    Other
    $0 + $6,843 related
    Deferred
    $0 + $3,864 related
    Nontaxable benefits
    $0 + $11,430 related
    Filer's total
    $0 + $618,027 related

  • Jenny Feng

    Charge Nurse

    Total calculated
    $617,616
    From this org
    $591,063
    From related orgs
    $0
    Other
    $26,553
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $573,629
    Bonus
    $17,150
    Other
    $284
    Deferred
    $3,864
    Nontaxable benefits
    $22,689
    Filer's total
    $617,616

  • Edward Battista

    SH VP, HR, SVM

    Total calculated
    $588,391
    From this org
    $0
    From related orgs
    $539,668
    Other
    $48,723
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,769 related
    Bonus
    $0 + $86,240 related
    Other
    $0 + $33,659 related
    Deferred
    $0 + $33,364 related
    Nontaxable benefits
    $0 + $15,359 related
    Filer's total
    $0 + $588,391 related

  • Gregory Brown

    SH VP LEGAL TRANS. & SBH SEC

    Total calculated
    $549,147
    From this org
    $0
    From related orgs
    $483,169
    Other
    $65,978
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,856 related
    Bonus
    $0 + $113,772 related
    Other
    $0 + $41,541 related
    Deferred
    $0 + $33,864 related
    Nontaxable benefits
    $0 + $32,114 related
    Filer's total
    $0 + $549,147 related

  • Jill Kacher Cobb MD

    CHIEF MEDICAL EXECUTIVE

    Total calculated
    $533,669
    From this org
    $372,323
    From related orgs
    $59,200
    Other
    $102,146
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $323,587
    Bonus
    $47,926
    Other
    $810 + $59,200 related
    Deferred
    $67,644
    Nontaxable benefits
    $34,502
    Filer's total
    $474,469 + $59,200 related

  • Julie A Petrini

    FORMER CEO, BAY AREA HOSPITALS

    Total calculated
    $212,027
    From this org
    $0
    From related orgs
    $212,027
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $212,027 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $212,027 related

  • Eric Flowers

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Steven Hao MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Juli Maxworthy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Yumi Nakagawa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Steven Oliver

    CHAIR FIN & PLANNING (PT-YR)

    Total calculated
    $0
    Hours/week
    4 + 4 related

  • Umesh Padval

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Yvonne Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • John Ryan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ron Sinha MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Jane Varner MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Thomas Briody

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • William Brunetti

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Nathalie Coeller MD

    Director

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Theodore Diekel

    CHAIR FIN & PLANNING (PT-YR)

    Total calculated
    $0
    Hours/week
    4 + 4 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 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 INDEPENDENT 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 THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE YEAR: JAMES CONFORTI: $1,599,998 BRIAN DEAN: $255,081 THERESA FREI: $483,547 DAVID CHENEY: $510,003 JANET A. WAGNER: $346,088 DAVID R. QUINCY: $35,845 MAYNARD L. JENKINS III: $118,294 JOHN GATES: $403,044
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 BUT THE AMOUNT TENDS 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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202413209349300416

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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