Form 990 for tax year 2022
Filed by SUTTER VISITING NURSE ASSOCIATION AND HOSPICE.
Totals
- Total revenue
- $453,272,877
- Total expenses
- $425,992,783
- Contributions and grants received
- $3,123,304
- Grants paid
- $214,171
- Program services expenses (Part IX)
- $389,812,409
- Management and general expenses
- $33,675,389
- Fundraising expenses
- $2,504,985
- Program service expenses (Part III)
- $389,812,409
Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
SARAH KREVANS
CEO Emeritus, Sutter Health
- Total calculated
- $5,400,410
- From this org
- $0
- From related orgs
- $5,124,807
- Other
- $275,603
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,980,063 related
- Bonus
- $0 + $2,749,625 related
- Other
- $0 + $395,119 related
- Deferred
- $0 + $242,765 related
- Nontaxable benefits
- $0 + $32,838 related
- Filer's total
- $0 + $5,400,410 related
-
Rishi Sikka MD
PRES,SH SYS ENTERPRISE
- Total calculated
- $1,792,759
- From this org
- $0
- From related orgs
- $1,787,456
- Other
- $5,303
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $18,886 related
- Bonus
- $0 + $597,184 related
- Other
- $0 + $1,171,386 related
- Deferred
- $0 + $314 related
- Nontaxable benefits
- $0 + $4,989 related
- Filer's total
- $0 + $1,792,759 related
-
Anna Kiger
CNO, Asst Sec SVNAH
- Total calculated
- $933,869
- From this org
- $0
- From related orgs
- $847,452
- Other
- $86,417
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $520,895 related
- Bonus
- $0 + $249,914 related
- Other
- $0 + $76,643 related
- Deferred
- $0 + $67,765 related
- Nontaxable benefits
- $0 + $18,652 related
- Filer's total
- $0 + $933,869 related
-
Albert Chan MD
SH VP, CDH Officer
- Total calculated
- $881,075
- From this org
- $0
- From related orgs
- $801,531
- Other
- $79,544
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $554,808 related
- Bonus
- $0 + $177,715 related
- Other
- $0 + $69,008 related
- Deferred
- $0 + $50,065 related
- Nontaxable benefits
- $0 + $29,479 related
- Filer's total
- $0 + $881,075 related
-
Patrina White
CEO, SSCD/SCAH
- Total calculated
- $812,866
- From this org
- $0
- From related orgs
- $714,656
- Other
- $98,210
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $536,248 related
- Bonus
- $0 + $103,501 related
- Other
- $0 + $74,907 related
- Deferred
- $0 + $67,765 related
- Nontaxable benefits
- $0 + $30,445 related
- Filer's total
- $0 + $812,866 related
-
Romelia Garcia
President, SVNAH
- Total calculated
- $733,593
- From this org
- $0
- From related orgs
- $635,606
- Other
- $97,987
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $462,719 related
- Bonus
- $0 + $162,423 related
- Other
- $0 + $10,464 related
- Deferred
- $0 + $62,665 related
- Nontaxable benefits
- $0 + $35,322 related
- Filer's total
- $0 + $733,593 related
-
Ursula Boynton MD
CME, ABSMC
- Total calculated
- $595,551
- From this org
- $0
- From related orgs
- $530,686
- Other
- $64,865
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $447,182 related
- Bonus
- $0 + $50,493 related
- Other
- $0 + $33,011 related
- Deferred
- $0 + $35,765 related
- Nontaxable benefits
- $0 + $29,100 related
- Filer's total
- $0 + $595,551 related
-
Greg Brown
SH VP, Legal Transactions
- Total calculated
- $535,432
- From this org
- $0
- From related orgs
- $460,864
- Other
- $74,568
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $317,185 related
- Bonus
- $0 + $102,429 related
- Other
- $0 + $41,250 related
- Deferred
- $0 + $45,965 related
- Nontaxable benefits
- $0 + $28,603 related
- Filer's total
- $0 + $535,432 related
-
Mark Wheeler
CFO, SVNAH
- Total calculated
- $493,741
- From this org
- $0
- From related orgs
- $423,971
- Other
- $69,770
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $340,888 related
- Bonus
- $0 + $55,026 related
- Other
- $0 + $28,057 related
- Deferred
- $0 + $41,365 related
- Nontaxable benefits
- $0 + $28,405 related
- Filer's total
- $0 + $493,741 related
-
Robert Grande
Wound Care Nurse Lead
- Total calculated
- $359,322
- From this org
- $344,358
- From related orgs
- $0
- Other
- $14,964
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $344,358
- Bonus
- $0
- Other
- $0
- Deferred
- $5,065
- Nontaxable benefits
- $9,899
- Filer's total
- $359,322
-
David Adams
Dep GEN CNSL,SEC SVNAH (pt-yr)
- Total calculated
- $354,197
- From this org
- $0
- From related orgs
- $326,396
- Other
- $27,801
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $288,761 related
- Bonus
- $0 + $36,393 related
- Other
- $0 + $1,242 related
- Deferred
- $0 + $4,793 related
- Nontaxable benefits
- $0 + $23,008 related
- Filer's total
- $0 + $354,197 related
-
Frank Wong
Director, Home Health Pharmacy
- Total calculated
- $351,299
- From this org
- $318,200
- From related orgs
- $0
- Other
- $33,099
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $287,188
- Bonus
- $29,770
- Other
- $1,242
- Deferred
- $4,767
- Nontaxable benefits
- $28,332
- Filer's total
- $351,299
-
Elise Beckerman
Exec, HR, FS Clinical Ops
- Total calculated
- $346,566
- From this org
- $0
- From related orgs
- $292,751
- Other
- $53,815
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $219,441 related
- Bonus
- $0 + $49,958 related
- Other
- $0 + $23,352 related
- Deferred
- $0 + $33,791 related
- Nontaxable benefits
- $0 + $20,024 related
- Filer's total
- $0 + $346,566 related
-
Carolyn A Goodall
SNR Dir, Hospice & Home Health
- Total calculated
- $325,353
- From this org
- $300,365
- From related orgs
- $0
- Other
- $24,988
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $277,644
- Bonus
- $17,787
- Other
- $4,934
- Deferred
- $4,609
- Nontaxable benefits
- $20,379
- Filer's total
- $325,353
-
Ann Marie T Torres
Hospice Team Nurse
- Total calculated
- $282,642
- From this org
- $268,289
- From related orgs
- $0
- Other
- $14,353
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $268,289
- Bonus
- $0
- Other
- $0
- Deferred
- $4,454
- Nontaxable benefits
- $9,899
- Filer's total
- $282,642
-
Philip Stevens
Staff RN II
- Total calculated
- $281,681
- From this org
- $268,492
- From related orgs
- $0
- Other
- $13,189
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $268,492
- Bonus
- $0
- Other
- $0
- Deferred
- $4,457
- Nontaxable benefits
- $8,732
- Filer's total
- $281,681
-
Susan White
Senior Director, Quality
- Total calculated
- $279,880
- From this org
- $256,016
- From related orgs
- $0
- Other
- $23,864
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,288
- Bonus
- $22,893
- Other
- $5,835
- Deferred
- $3,773
- Nontaxable benefits
- $20,091
- Filer's total
- $279,880
-
Praba Koomson
Director, Home Health Nursing
- Total calculated
- $269,107
- From this org
- $253,742
- From related orgs
- $0
- Other
- $15,365
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $228,046
- Bonus
- $23,648
- Other
- $2,048
- Deferred
- $3,786
- Nontaxable benefits
- $11,579
- Filer's total
- $269,107
-
Patricia A Jellison-LaVine
Administrator
- Total calculated
- $247,229
- From this org
- $216,094
- From related orgs
- $0
- Other
- $31,135
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,213
- Bonus
- $13,118
- Other
- $2,763
- Deferred
- $3,324
- Nontaxable benefits
- $27,811
- Filer's total
- $247,229
-
Taylor Bentley
Sr. Counsel, Sec SVNAH (pt-yr)
- Total calculated
- $200,763
- From this org
- $0
- From related orgs
- $180,184
- Other
- $20,579
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $146,412 related
- Bonus
- $0 + $33,772 related
- Other
- $0
- Deferred
- $0 + $2,430 related
- Nontaxable benefits
- $0 + $18,149 related
- Filer's total
- $0 + $200,763 related
-
George T Block MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Manuel Jimenez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Alden Chip McDonald MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Aaron Ortiz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Pansini Chair FP
Director
- Total calculated
- $0
- Hours/week
- 2
-
David Seidenwurm MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey Strawn
Director, Chair
- Total calculated
- $0
- Hours/week
- 2
-
Margaret Taylor
Director
- 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
- 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 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: RISHI SIKKA RECEIVED SEVERANCE PAYMENTS OF $830,988.
- 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 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 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. THE FOLLOWING INDIVIDUAL RECEIVED 457(F) NON-QUALIFIED PAYMENTS DURING THE YEAR: RISHI SIKKA $379,319.
- 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 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 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
-
$80,000
GENERAL 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 CTR 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
-
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 · controlled entity
Directly controlled by SUTTER HLTH
-
501(C)(4) · HEALTH PLAN · CA · 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
-
501(C)(3) · FUNDRAISING · CA · controlled entity
Directly controlled by SUTTER VH
-
SUTTER INSURANCE SERVICES CORPORATION
501(C)(3) · INSURANCE SER · HI · controlled entity
Directly controlled by SUTTER HLTH
-
SUTTER VALLEY MEDICAL FOUNDATION
501(C)(3) · HEALTHCARE · CA · controlled entity
Directly controlled by SUTTER HLTH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303189349318135
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