Form 990 for tax year 2023
Filed by SUTTER AUBURN FAITH HOSPITAL FOUNDATION.
Totals
- Total revenue
- $982,686
- Total expenses
- $847,279
- Contributions and grants received
- $437,567
- Grants paid
- $440,384
- Program services expenses (Part IX)
- $604,229
- Management and general expenses
- $243,050
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $604,229
Program services were 71.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MITCH HANNA
TRUSTEE/CEO SCH & SAFH
- Total calculated
- $851,975
- From this org
- $0
- From related orgs
- $759,831
- Other
- $92,144
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $453,607 related
- Bonus
- $0 + $213,013 related
- Other
- $0 + $93,211 related
- Deferred
- $0 + $63,964 related
- Nontaxable benefits
- $0 + $28,180 related
- Filer's total
- $0 + $851,975 related
-
Raya Elias-Petros
CHIEF PHILANTHROPY OFFICER-SH
- Total calculated
- $768,529
- From this org
- $0
- From related orgs
- $700,502
- Other
- $68,027
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $521,300 related
- Bonus
- $0 + $130,079 related
- Other
- $0 + $49,123 related
- Deferred
- $0 + $34,564 related
- Nontaxable benefits
- $0 + $33,463 related
- Filer's total
- $0 + $768,529 related
-
Ronnie Yamanaka
CFO, Sacramento Market
- Total calculated
- $618,432
- From this org
- $0
- From related orgs
- $562,761
- Other
- $55,671
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $422,721 related
- Bonus
- $0 + $100,917 related
- Other
- $0 + $39,123 related
- Deferred
- $0 + $31,764 related
- Nontaxable benefits
- $0 + $23,907 related
- Filer's total
- $0 + $618,432 related
-
Jodi Davis
Frmr Chief Philanthropy Off.
- Total calculated
- $323,139
- From this org
- $0
- From related orgs
- $317,861
- Other
- $5,278
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $13,538 related
- Bonus
- $0 + $226,971 related
- Other
- $0 + $77,352 related
- Deferred
- $0 + $2,656 related
- Nontaxable benefits
- $0 + $2,622 related
- Filer's total
- $0 + $323,139 related
-
Colleen Riordan
Area Director, SVMF
- Total calculated
- $280,496
- From this org
- $0
- From related orgs
- $220,774
- Other
- $59,722
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $191,640 related
- Bonus
- $0 + $27,578 related
- Other
- $0 + $1,556 related
- Deferred
- $0 + $40,349 related
- Nontaxable benefits
- $0 + $19,373 related
- Filer's total
- $0 + $280,496 related
-
Suzanne Zolfo
Executive Director
- Total calculated
- $279,642
- From this org
- $0
- From related orgs
- $213,073
- Other
- $66,569
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $186,617 related
- Bonus
- $0 + $25,235 related
- Other
- $0 + $1,221 related
- Deferred
- $0 + $38,830 related
- Nontaxable benefits
- $0 + $27,739 related
- Filer's total
- $0 + $279,642 related
-
Peter Konrad
Trustee
- Total calculated
- $959
- From this org
- $0
- From related orgs
- $959
- Other
- $0
- Hours/week
- 1
-
Derrick Andrews
trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jeff Birkholz
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Barton Bradshaw MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Robert Frew
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Richard Jones
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Richard Kramer
Trustee/Chair
- Total calculated
- $0
- Hours/week
- 2
-
Varin Larson
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Robert Litchfield Jr
Trustee/Vice-Chair
- Total calculated
- $0
- Hours/week
- 2
-
Joanie Mooneyham
TRUSTEE/Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Joseph Unis MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kay Whitaker
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael Wilson
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 — 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 FOR THE POSITION OF EXECUTIVE DIRECTOR/TOP MANAGEMENT OFFICIAL IS DETERMINED THROUGH A QUANTITATIVE POINT FACTOR REVIEW OF THE KNOW-HOW, PROBLEM SOLVING, AND ACCOUNTABILITY ASSOCIATED WITH A GIVEN POSITION AS IDENTIFIED IN THE DETAILED POSITION DESCRIPTION. ADDITIONALLY, ALL APPLICABLE MARKET SALARY SURVEY DATA IS REVIEWED TO ENSURE THE POSITION IS BOTH INTERNALLY EQUITABLE AND EXTERNALLY COMPETITIVE/MARKET APPROPRIATE. SEE SCHEDULE O NARRATIVE 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: CERTAIN INDIVIDUALS PAID BY SUTTER HEALTH PARTICIPATE IN A SUPPLEMENTAL 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 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. 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 PRIOR TO PAYMENT BY THE COMPENSATION COMMITTEE.
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
-
$403,056
PROGRAM SUPPORT
-
PROGRAM SUPPORT
-
Sutter Valley Medical Foundation
$13,441
Program Support
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 Center Found
501(c)(3) · Fundraising · CA · controlled entity
Directly controlled by Sutter BH
-
501(c)(3) · Healthcare · 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 Davis 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) · Support. Org. · CA
Directly controlled by NA
-
501(c)(3) · Hospital · CA · controlled entity
Directly controlled by Sutter Hlth
-
501(c)(4) · Health Plan · CA · controlled entity
Directly controlled by Sutter Hlth
-
501(c)(3) · Hospital · CA · controlled entity
Directly controlled by Sutter Hlth
-
Sutter Insurance Services Corporation
501(c)(3) · Insur. Svcs. · 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 Valley Medical Foundation
501(c)(3) · Healthcare · CA · controlled entity
Directly controlled by Sutter Hlth
-
Sutter Roseville Medical Center Found
501(c)(3) · Fundraising · CA · controlled entity
Directly controlled by Sutter VH
-
Sutter Visiting Nurse Association & Hos
501(c)(3) · Healthcare · CA · controlled entity
Directly controlled by Sutter Hlth
-
501(c)(3) · Hospital · CA · controlled entity
Directly controlled by Sutter Hlth
-
501(c)(3) · Fundraising · CA · controlled entity
Directly controlled by Sutter VH
-
501(c)(3) · Healthcare · CA · controlled entity
Directly controlled by Sutter Hlth
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403179349304285
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