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CURRENT 823231 CAPITAL LEASES - NONCURRENT 98439767 INSURANCE LIABILITIES 2060413 OTHER NON-CURRENT LIABILITIES 180523379 281846790 X SCHEDULE D, PART III, LINE 4 DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS: THE ORGANIZATION HAS ARTWORK BEING DISPLAYED IN PUBLIC PLACES OF THE MEDICAL FACILITY FOR DECORATIVE PURPOSES. SCHEDULE D, PART V, LINE 4 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: SHOCKLEY ENDOWMENT - UNRESTRICTED INVESTMENT INCOME (USED BY SBMF FOR GENERAL PURPOSES) IN TEMP RESTRICTED EARNINGS UNTIL APPROPRIATED FOR EXPENDITURE. REALIZED AND UNREALIZED GAIN/LOSS GOES BACK INTO THE ENDOWMENT CORPUS. ELY ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT THE SALARY AND BENEFITS OF THE RESEARCH INSTITUTE DIRECTOR. COMMUNITY HEALTH CARE ENDOWMENT - TEMP RESTRICTED EARNINGS TO HELP MEET THE NEEDS OF THE UNDERSERVED (MENTAL AND PHYSICAL) WITHIN THE SBMF SERVICE AREA. GEORGE DICK ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT STUDYING THE AGING PROCESS OF ELDERLY INDIVIDUALS. DOHRMANN FAMILY ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT RESEARCH. HEALTH CARE ENDOWMENT - TEMP RESTRICTED EARNINGS TO FUND HEALTH CARE PROJECTS FOR THE PALO ALTO DIVISION AND MEET THE NEEDS OF THE UNDERSERVED WITHIN THE PALO ALTO DIVISION. KILBANE ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT CANCER RESEARCH AND CANCER PROGRAMS IN RADIATION ONCOLOGY AND MEDICAL ONCOLOGY. MILO FELLOWSHIP ENDOWMENT - TEMP RESTRICTED EARNINGS WILL BE USED BY THE FOUNDATION TO PROVIDE GRANTS IN AID AND SUPPORT PROMISING POST DOCTORAL SCIENTISTS ENGAGED IN RESEARCH RELATING TO THE CAUSE, DIAGNOSIS, TREATMENT AND CURE OF CANCER. EACH GRANT SHALL BE KNOWN AS THE EDITH J MILO MEMORIAL FELLOWSHIP IN THE RESEARCH ON CANCER. THOMAS R MITCHELL ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT THE ESTABLISHMENT AND MAINTENANCE OF THE COMPUTERIZED ONCOLOGY DATABASE ALLOWING PHYSICIANS MORE ACCESS FROM OFF-SITE LOCATIONS. RESEARCH INSTITUTE ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT RESEARCH. PEDIATRIC ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT PEDIATRICS. RUSSELL ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT PROGRAMS AND SERVICES OF THE CLARK-DAVIS PEDIATRIC CENTER. SAIER ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT THE PURCHASE OF EQUIPMENT, SUPPLIES AND OTHER EXPENSES DIRECTLY RELATED TO SUPPORT OF THE MEDICAL RESEARCH MISSION OF THE RESEARCH INSTITUTE. STEVENS MEMORIAL ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT STUDYING THE AGING PROCESS OF ELDERLY INDIVIDUALS. NURSING SCHOLARSHIP ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT NURSING EDUCATION SCHOLARSHIPS. THE BLAIR STRATFORD NURSING ENDOWMENT WAS ESTABLISHED BY BLAIR STRATFORD IN HONOR OF DR. RICHARD BABB TO FUND NURSING EDUCATION THROUGH SCHOLARSHIPS FOR QUALIFIED SBMF CANDIDATES IN THE PALO ALTO, CAMINO, SANTA CRUZ, AND PALOMARES DIVISIONS. DUSTERBERRY ENDOWMENT - TEMP RESTRICTED EARNINGS TO BENEFIT CHILDREN IN THE GEOGRAPHIC AREA OF THE TRI-CITIES AND THE FREMONT UNIFIED SCHOOL DISTRICT AND TO FUND SCHOOL CONFERENCES, NEW PROGRAMS, STUDENT TUITION, AND SCHOLARSHIPS. PHYSICIAN ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT THE RECRUITMENT AND RETENTION OF PHYSICIANS. BRIAN T. PAASO SCHOLARSHIP ENDOWMENT - TEMP RESTRICTED EARNINGS TO SUPPORT MEDICAL SCHOLARSHIPS. Shao Family Endowed Chair in Cardio Medicine - Earnings to support salary of Cardiovascular Medicine Chair. THE BETTY A. KEIL ENDOWMENT FUND - EARNINGS TO SUPPORT AND BE DISTRIBUTED 50/50 TO SBMF NURSENAVIGATION INSTITUTE AND CARDIOVASCULAR SERVICES FUNDS. MARCUS A KRUPP & DONNA GOODHEART Krupp Endowment Fund for Research - EARNINGS TO SUPPORT THE GENERAL NEEDS OF THE PALO ALTO MEDICAL FOUNDATION RESEARCH INSTITUTE. PAMF PALO ALTO DIVISION General Endowment Fund - A GENERAL ENDOWMENT FUND WHERE THE EARNINGS WILL SUPPORT GENERAL NEEDS OF THE PALO ALTO DIVISION OF SBMF. The Kimberly A, Karen S, & Kristine L Keil Endowment - EARNINGS TO SUPPORT THE SUTTER BAY MEDICAL FOUNDATION SURGICAL ONCOLOGY PROGRAM. The Matthew Keil Blair & Keil P. Schneider Endowment - EARNINGS TO SUPPORT THE SUTTER BAY MEDICAL FOUNDATION PEDIATRIC CARDIOLOGY DEPARTMENT. PAMF Physician Well-being Endowment - EARNINGS FROM THE CORPUS WILL SUPPORT INNOVATIVE SOLUTIONS FOR REDUCING PHYSICIAN BURNOUT AND IMPROVING PATIENT CARE. Palo Alto Foundation Medical Group Endowment - EARNINGS TO SUPPORT CAPITAL & PROGRAM NEEDS AT SBMF WITHIN POLICIES OF SBMFS BOARD AS RECOMMENDED BY PAFMG BOARD AND CEO. Dr. Babb Endowment For Excellence in Diagnostic Breast Care - FOR ADMIN TIME OF PHYSICIAN TO OVERSEE PAMF BREAST DIAGNOSTIC CTR, TECHS, RAD ASSISTANTS, STAFF, AND IMAGING EQUIP/SUPPLY. Amit K. Jha, MD Compassion and Clinical Excellence Endowment - INTEREST, DIVIDENDS, AND EARNINGS SUPPORT THE AMIT K. JHA, MD COMPASSION AND CLINICAL EXCELLENCE AWARDS OF SBMF ALAMEDA. PAMF B.D. Nageswara Rao Endowment - TO SUPPORT SUTTER BAY MEDICAL FOUNDATION WIDE CARDIOLOGY. The purposes of the Tewari Endowment Fund are to support the following programs: (1/4) Geriatric Support and (1/4) Palliative Care - the interest for both will support the Center for Palliative Care and Geriatrics; (1/4) Pre-Medicine Education Scholarships benefitting the PAFMG Medical School Scholarship Fund; and (1/4) Behavioral Health benefitting the PAMF Behavioral Health Fund. Palo Alto Internal Medicine Endowment - To support the general needs of the Palo Alto Internal Medicine department. Scherm/Tang Endowment Fund - For the general support of the Palo Alto Division Medical Technology and Equipment fund. R.E. Neustadter 100th Birthday Celeb Quasi Endowment - To support Mini Medical School limited to scholarships, speakerfees, curiculum, event costs & expand distribution channels. SCHEDULE D, PART X, LINE 2 THIS ORGANIZATION WAS PART OF A CONSOLIDATED FINANCIAL SYSTEM AUDIT. THE ASC 740 AUDIT FOOTNOTE DISCLOSURE FOR THE SUTTER SYSTEM IS AS FOLLOWS: SUTTER HEALTH AND MANY AFFILIATES HAVE BEEN DETERMINED TO BE EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD AND GENERALLY ARE NOT SUBJECT TO TAXES ON INCOME. CERTAIN ACTIVITIES OF SUTTER ARE SUBJECT TO INCOME TAXES; HOWEVER, SUCH ACTIVITIES ARE NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. WITH RESPECT TO ITS TAXABLE ACTIVITIES, SUTTER RECORDS INCOME TAXES USING THE LIABILITY METHOD, UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX BASIS OF ASSETS AND LIABILITIES. DEFERRED TAX ASSETS OR LIABILITIES AT THE END OF EACH PERIOD ARE DETERMINED USING THE CURRENTLY ENACTED TAX RATE EXPECTED TO APPLY TO TAXABLE INCOME IN THE PERIODS THAT THE DEFERRED TAX ASSET OR LIABILITY IS EXPECTED TO BE REALIZED OR SETTLED. SUTTER RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS, ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE STATUTE OF LIMITATIONS FOR TAX YEARS 2019 THROUGH 2021 REMAINS OPEN IN U.S. TAX JURISDICTIONS IN WHICH SUTTER AND ITS AFFILIATES ARE SUBJECT TO TAXATION. SUTTER RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. THERE WERE NO SUCH UNCERTAIN TAX POSITIONS RECOGNIZED FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. true SANTA CRUZ CITY SCHOOLS 133 MISSION ST STE 100 SANTA CRUZ CA 95060 911793600 501(C)(3) 210000 PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT PROGRAM SUPPORT AFGHAN ELDERLY ASSOCIATION 3300 CAPITOL AVE BLDG B FREMONT CA 94538 943290111 501(C)(3) 10000 PROGRAM SUPPORT AYUDANDO LATINOS A SONAR 636 PURISSIMA ST HALF MOON BAY CA 94019 462464722 501(C)(3) 10000 PROGRAM SUPPORT VOLUNTEER CENTER OF SANTA CRUZ 1740 17TH AVE SANTA CRUZ CA 95062 941702678 501(C)(3) 10000 PROGRAM SUPPORT GENERATIONS UNITED INC PO BOX 5131 REDWOOD CITY CA 94063 510666650 501(C)(3) 9000 PROGRAM SUPPORT CHILD ADVOCATES OF SILICON VALLEY 509 VALLEY WY BLDG 2 MILPITAS CA 95035 770250773 501(C)(3) 7500 PROGRAM SUPPORT BAY AREA WOMENS SPORTS INITIATIVE 1922 THE ALAMEDA STE 420 SAN JOSE CA 95126 550897084 501(C)(3) 7500 PROGRAM SUPPORT HEALTH CONNECTED 763 GREEN ST EAST PALO ALTO CA 94303 943227947 501(C)(3) 7500 PROGRAM SUPPORT FOODWHAT INC 1156 HIGH ST SANTA CRUZ CA 95064 812590280 501(C)(3) 7500 PROGRAM SUPPORT BOYS AND GIRLS CLUBS OF THE PENINSULA 401 PIERCE RD MENLO PARK CA 94025 941552134 501(C)(3) 7500 PROGRAM SUPPORT SAFESPACE CENTER INC 1155 SAXON WY MENLO PARK CA 94025 813898296 501(C)(3) 7500 PROGRAM SUPPORT COSTANOA COMMONS 335 GOLF CLUB DR SANTA CRUZ CA 95060 471590387 501(C)(3) 7500 PROGRAM SUPPORT NAMI SANTA CRUZ COUNTY 542 OCEAN ST STE F SANTA CRUZ CA 95060 770002878 501(C)(3) 7500 PROGRAM SUPPORT TAARIKA FOUNDATION 1549 LEWISTON DR SUNNYVALE CA 94087 822066874 501(C)(3) 7500 PROGRAM SUPPORT NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE 234 E GISH RD STE 200 SAN JOSE CA 95112 942420708 501(C)(3) 7500 PROGRAM SUPPORT NEW HOPE CHINESE CANCER CARE FDN 500E CALAVERAS BLVD 307 MILPITAS CA 95035 462490094 501(C)(3) 7500 PROGRAM SUPPORT PALCARE INC 945 CALIFORNIA DR BURLINGAME CA 94010 943048383 501(C)(3) 7500 PROGRAM SUPPORT COMMUNITY HEALTH AWARENESS COUNCIL PO BOX 335 MOUTAIN VIEW CA 94042 942223670 501(C)(3) 7500 PROGRAM SUPPORT ADOLESCENT COUNSELING SVCS 643 BAIR ISLAND RD REDWOOD CITY CA 94063 510192551 501(C)(3) 7500 PROGRAM SUPPORT MENTAL HLTH ASSOC FOR CHINESE COMMUNITIES 3160 CASTRO VLLY CASTRO VALLEY CA 94546 824322450 501(C)(3) 7500 PROGRAM SUPPORT 22 PREMED SCHOLARSHIPS 29 94675 SCHEDULE I, PART I, LINE 2 In order to closely monitor efficiency and effectiveness, the Community Benefit function outlines measurable reporting (quarterly, six-month and/or year-end), program and funding requirements in a Memorandum of Understanding (MOU), Business Services Agreement (BSA), or Joint Venture Agreement for each investment made with a community partner. Where it is determined necessary, additional efforts are made to monitor effectiveness and efficiency of investments, which could include: .Quarterly meetings with community partners .E-mail and telephonic communications with community partners .Continued dialogue with involved hospital staff and community partners throughout duration of program .Site visits with community partners .Bi-annual "outcomes" survey (6-month and/or year-end outcomes) .Review of hospital usage and patient level data .Collection of patient stories and narratives .Collaborative discussions around ad-hoc successes and challenges that arise .Reporting to include year-end financial summary that compares actual expenditures to the funded project's budget, indicating any unused amount of grant funds. At the end of the appropriate reporting period, Community Benefit analyzes data to ensure community partners met the objectives outlined in the MOU or BSA. If the community partners did not reach the anticipated outcomes, Community Benefit works to understand what circumstances prevented the organization from meeting the goals to help identify ways to improve or perhaps re-evaluate what success of this program looks like, and makes the determination to continue or terminate funding. We also rely on the governance practices of the recipient organization to monitor the use of the funds. true true false false false false false true false Sarah Krevans CEO Emeritus, Sutter Health 0 1980063 0 2749625 0 395119 0 242765 0 32838 0 5400410 0 362776 Warner Thomas PRESIDENT & CEO SH (PT-YR) 0 190661 0 0 0 3624 0 3260621 0 4521 0 3459427 0 0 James Conforti SH SVP, Interim CEO 0 1501356 0 988152 0 429753 0 193665 0 33327 0 3146253 0 235967 Brian Dean SH SVP, CFO 0 1166563 0 1295104 0 114697 0 155065 0 37087 0 2768516 0 0 Theresa Frei SH INTRM COO & PRES/CEO, SVMF 0 964911 0 412501 0 120252 0 86365 0 29254 0 1613283 0 99950 Elizabeth Vilardo-Morgan MD CEO, SBMF 0 755844 0 431586 0 150596 0 135765 0 25685 0 1499476 0 116692 John Gates CFO, SH BAY AREA (PT-YR) 0 360260 0 210771 0 484874 0 62165 0 17032 0 1135102 0 81499 Li-Min J Hu COO, SBMF 0 671551 0 230205 0 86237 0 73065 0 33380 0 1094438 0 69898 David Quincy MD Foundation Area CEO, South Bay 0 644344 0 267619 0 79730 0 78665 0 19944 0 1090302 0 59406 Robert Nordgren Foundation Area CEO, North Bay 0 643926 0 269279 0 19481 0 63765 0 35792 0 1032243 0 0 Lawrence deGhetaldi SH VP, GOVT MEDICAL AFFAIRS 0 505666 0 186276 0 80526 0 60765 0 23592 0 856825 0 66170 Raul A Gorospe CFO, PAMF & SBMF Spprt SVCS EX 0 452257 0 90784 0 44831 0 35565 0 11953 0 635390 0 36704 Marc Lamonica CFO Fndtn - SEBMF & SPMF 0 387565 0 82965 0 42508 0 46365 0 19806 0 579209 0 35656 Harly Neumann VP, HR, SBMF & South Bay 0 378429 0 80813 0 40072 0 30765 0 28818 0 558897 0 32465 Gregory Brown SH VP,LEGAL & SBH SEC 0 317185 0 102429 0 41250 0 45965 0 28603 0 535432 0 34841 Deborah A Espinoza Physician Assistant 425312 0 3825 0 0 0 5065 0 30526 0 464728 0 0 0 Jill Kacher Cobb MD Chief Medical Executive 0 309570 0 33375 0 64470 0 5065 0 31903 0 444383 0 0 Erin Neal Executive, Ops 337553 0 44549 0 3564 0 5065 0 33973 0 424704 0 0 0 Teresa R Sarlitto Executive, Ops 322251 0 38356 0 11368 0 5065 0 27442 0 404482 0 0 0 Lorin E Ferguson Physician Assistant 354937 0 8550 0 0 0 5065 0 17734 0 386286 0 0 0 Maryam Delucia Physician Assistant 349788 0 0 0 0 0 5065 0 15522 0 370375 0 0 0 Penny Westfall SH VP, Chief Legal Officer, SH 0 0 0 0 0 198372 0 0 0 487 0 198859 0 0 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: JAMES CONFORTI RECEIVED SEVERANCE PAYMENTS OF $92,308 JOHN GATES RECEIVED SEVERANCE PAYMENTS OF $349,305 PENNY WESTFALL RECEIVED SEVERANCE PAYMENTS OF $20,006 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 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 PRIOR TO PAYMENT BY THE COMPENSATION COMMITTEE PRIOR TO PAYMENT. A CHFFA 2016B 521643828 13032UDW5 2016-08-17 901627093 REFUND 2005BC, 2003AB, 2007A true false false B CHFFA 2017A 521643828 13032UNY0 2017-07-06 496319743 REFUND 2004CD, 2008A(PRTL), 2008BC true false false A 0 0 902923938 0 0 0 0 0 0 0 902923938 0 false true true true B 0 0 496319743 0 0 0 0 0 0 0 496319743 0 false true true true A false true true true true true 0.00880 0.00010 0.00890 false false false true B false true true true true true 0.00480 0.00010 0.00490 false false false true A false false false true false false 0 false 0 false true B false false true true false false 0 false 0 false true A true B true SCHEDULE K REPORTING The organization's sole corporate member is a conduit borrower of tax-exempt bond issues that allocates portions of each issue to certain subsidiaries, including the organization. The outstanding bond liability allocated to this organization is reported on Form 990, Part X, Balance Sheet, and Part VI herein. With the exception of this portion of Part VI, the Schedule K for this organization is reporting information for the entire bond issue. SCHEDULE K, PART I, COLUMN E THE ORGANIZATION RECEIVED BOND PROCEEDS IN THE AMOUNT OF: $28,573,250 FROM THE 2016B ISSUE AND; $96,964,091 FROM THE 2017A. THE DIFFERENCE BETWEEN THE ISSUE PRICE REPORTED IN PART I, COLUMN (E) AND THE PROCEEDS OF ISSUE IN PART II, LINE 3 IS DUE TO INVESTMENT EARNINGS. SCHEDULE K, PART II, LINE 7 Issuance costs were funded through equity contributions. SCHEDULE K, PART IV, LINE 2C DATE THE REBATE COMPUTATION PERFORMED CHFFA 2016B - 9/9/2021 CHFFA 2017A - 7/22/2019 X 14 2109074 FMV OF STOCK X PIANO 0 16500 FMV false true false SCHEDULE M, PART I, COLUMN (B) COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. SCHEDULE M, PART I, LINE 32a WHEN SECURITIES ARE DONATED, A 3RD PARTY IS USED TO SELL THEM AT FAIR MARKET VALUE ON BEHALF OF THE ORGANIZATION. FORM 990, PART I, LINE 1 AND PART III, LINE 1 MISSION STATEMENT: WE ENHANCE THE WELL-BEING OF PEOPLE IN THE COMMUNITIES WE SERVE THROUGH A NOT-FOR-PROFIT COMMITMENT TO COMPASSION AND EXCELLENCE IN HEALTHCARE SERVICES. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS: Sutter Bay Medical Foundation (SBMF) is a not-for-profit health care organization that is a pioneer in both multispecialty group practice of medicine and outpatient medicine. Serving communities throughout Northern California, Sutter Health is a regional leader in primary care and specialty care and is a pioneer in advanced patient safety technology. In 1993, Palo Alto Medical Foundation (PAMF) affiliated with Sutter Health, a family of not-for-profit hospitals and physician organizations that share resources and expertise to advance health care quality. In 2016, Sutter began the process of merging Bay Area medical foundations to form SBMF. In August 2017, Sutter West Bay Medical Foundation (SWBMF) and Sutter East Bay Medical Foundation (SEBMF) merged into SBMF. In 2008, the physicians of the former Camino Medical Group, Palo Alto Medical Clinic and Santa Cruz Medical Clinic merged into a single physician group called the Palo Alto Foundation Medical Group (PAFMG) to contract with PAMF to provide physician services and in 2010, a new multispecialty physician group, Peninsula Medical Clinic (PMC), was formed. In 2017 PMC merged into PAFMG, creating a single physician group. In addition, in 2017 as part of the merger of SWBMF and SEBMF into SBMF, East Bay Physicians Medical Group (EBPMG), Sutter Medical Group of the Redwoods, Inc., Physician Foundation Medical Associates, Inc. and Marin Headlands Medical Group, Inc. contracted with SBMF to provide physician services. In 2022, SBMF's 1,648 affiliated physicians and 6,647 employees served 1,205,993 patients through 8,502,948 patient visits, outpatient surgeries, and urgent care visits. SBMF's mission is to enhance the well-being of the people in our communities through compassion, excellence and innovation in health care services, research and education. SBMF has three divisions: 1. Health Care 2. Education 3. Research Health Care Division SBMF's Health Care Division consists of five service areas: 1. Peninsula Area, serving San Mateo, Santa Clara counties 2. South Bay Area, serving Santa Clara County 3. Santa Cruz Area, serving Santa Cruz County 4. East Bay Area, serving Alameda and Contra Costa counties 5. Sonoma and San Francisco Area, serving Sonoma, Marin and San Francisco counties These service areas offer more than 45 medical specialties, a full range of medical services, and state-of-the-art technology. This technology includes the most advanced diagnostic imaging and treatment devices, an electronic health record system, three licensed acute-care facilities, and one accredited home health agency. SBMF's advanced capabilities and emphasis on outpatient care allow physicians and staff to minimize hospitalization of patients, reducing the overall cost of medical care significantly while maintaining the highest quality of care for patients. SBMF continues to expand and integrate services through efforts such as transplant and advanced organ therapies outreach clinics to provide care at all phases of the kidney, liver, and pancreas transplant process for patients across Northern California and Nevada. The teams coordinate care in local communities while the transplant event takes place at Sutter Health's California Pacific Medical Center in San Francisco. As part of its commitment to serving its community, SBMF provides care to medically indigent patients and those enrolled in Medicare, Medi-Cal, and other government programs whose reimbursements fall short of covering the cost of providing care. There are a total of 198 clinic across SBMF's service areas to further its commitment to serving its community, 21 within Peninsula, 24 within South Bay, 18 within Santa Cruz, 17 within East Bay and 105 within Sonoma and San Francisco. Recent Achievements . PAMF honored as a Top Ten Percent organization in Clinical Quality by Integrated Health Association Align Measure Perform program (IHA AMP) for our 2021 measurement year performance. . PAMF honored as a Top Ten Percent organization in Patient Experience by Integrated Health Association Align Measure Perform program (IHA AMP) for our 2021 measurement year performance. . PAMF awarded Elite status for the 2022 APG (America's Physician Groups) Standards of Excellence Survey for our systems of care to deliver high value high quality coordinated care. . Several PAMF ASCs rank in the Top 15% in California by Newsweek for 2023. (Mountain View ranks #6, Palo Alto ranks #12) . SBMF achieved Exceptional Performer (top rating) in CMS Quality Payment Program (MIPS) based on our 2021 performance . Palo Alto Medical Foundation was recognized by the Healthcare Equality Index as an LGBTQ+ Healthcare Equality Leader. This two-year designation recognizes healthcare providers who uphold policies and practices dedicated to the equitable treatment and inclusion of LGBTQ+ patients, visitors and employees. . Palo Alto Foundation Medical Group received 5-star rating for its overall 2020 care of Medicare Advantage (MA) patients, as publicly reported on the Integrated Healthcare Association's (IHA) website program. . Palo Alto Foundation Medical Group received Most Improved Recognition for its overall 2020 care of Medicare Advantage (MA) patients, as publicly reported on the Integrated Healthcare Association's (IHA) website program. . California's Office of the Patient Advocate (OPA) awards their top rating (5 stars) to PAMF-PAFMG for patient experience and 4 stars for quality in all 4 counties that we serve. . PAMF Scores in Top 10 Percent for multiple domains in the state for patient satisfaction according to our 2022 Patient Assessment Survey. 85% of the domains we score in the top quintile in the State. Participants are over 180 provider groups in California. . PAFMG exceeds the 2021 Sutter Best Practice Target on Quality with 70% metrics above 90th percentile performance Research Division The PAMF Research Institute is a nationally recognized, highly renowned research institute that continues to lead and is committed to quality research. Through our research programs, we provide our patients with the most innovative, cutting-edge therapies and advanced scientific discoveries. We serve patients from a wide geographic area in the Santa Cruz, Santa Clara, San Mateo, and Alameda counties. In 2022, PAMFRI participated in 45 clinical trials and enrolled over 273 patients. We received 62 awards and grants from federal agencies, public and private foundations, commercial sponsors, and PAMF Philanthropy awards to support the scientific discoveries and research of PAMFRI investigators and physician-scientists. Our PAMFRI Center for Health Systems Research scientists and researchers have published over 16 manuscripts. Our Clinical Principal Investigators have published numerous articles in prestigious medical journals. PAMFRI's clinical research portfolio has covered a wide range of medical and surgical specialties, including oncology, dermatology, diabetes, cardiovascular, pulmonary, orthopedics, spine surgery, gastroenterology, pain management, neurology, and infectious diseases. We have conducted research focused on a variety of diseases/health conditions such as COVID-19, diabetes, lung, liver, colorectal, gastric, ovarian, cervical, breast, prostate and other cancers, multiple sclerosis, vitiligo, low back pain, and mental health. We also have conducted research focused on patient-reported outcomes, physician-patient communication, digital health tools, lean management, physician/clinician wellbeing and burnout, survey administration and data analysis for employees. In addition, PAMFRI researchers have been co-leads in quality improvement evaluation projects in pediatric primary and urgent care. PAMFRI has received sponsorship and funding from numerous prominent organizations, including . National Institute of Diabetes and Digestive and Kidney Diseases . National Institute for Mental Health . National Heart, Lung, and Blood Institute . National Cancer Institute . The National Center for Advancing Translational Sciences . Patient-Centered Outcomes Research Institute . Tobacco-Related Disease Research Program (State of California) . California Breast Cancer Research Program . Genentech, Eisai, Novartis, Eli Lily, Incyte and more . Biotech companies such as Lucira, Atreca, Avail and more . Palo Alto Medical Foundation Philanthropy Education Division SBMF's Education Division provides health education through health promotion classes, health resource centers, community lectures, support groups and community outreach. Our programs focus on wellness, prenatal/postpartum care, and disease management and are available to all patients and community members. We offer need-based scholarships for education classes when cost is a barrier. FORM 990, PART III, LINE 4A (CONTINUED) SBMF is committed to being an active member of the communities it serves, supports various community programs and services such as projects and educational activities with local school districts, and partnerships with community organizations. SBMF's physicians and staff members also donate hundreds of hours to community service. Notable achievements from the past year include: . Services and programs previously offered in-person continued to be offered to patients and community members virtually in 2022. We have continued to add new virtual offerings, especially in the areas of Mindfulness and Stress Reduction. These classes are extremely popular with our patients and community members. Equally popular are the no-cost virtual fitness classes that we offer in partnership with Agile Physical therapy. We reached more than 8,900 patrons with our no-cost group education services and over 4800 patrons with our fee-based group education services in 2022. . The Health Education Resource Centers (HERCs) offer many services on an individual level to both patients, staff and community members. We provided more than 5,500 touchpoints to patrons across SBMF in 2022 both in-person and virtually. In March 2023, we re-opened two HERC locations (Mountain View and Dublin) that were closed due to the pandemic and onboarded two full-time patient educators. We strive to ensure all patrons can access our services whether in-person or virtually. . In 2022, our school-based youth nutrition program (5-2-1-0) began in-person services. The program temporarily suspended in-person services from 2020-21 due to COVID-19. . In 2022, the Medical Librarians answered and filled 1,994 requests for Sutter Bay and Valley clinicians. Thirty-five percent (35%) were for urgent patient care or rush requests, and24% of those requests were for education purposes. We also expanded our patron base to include Alta Bates Summit Medical Center and Roseville medical residents. Community Benefit In 2022, SBMF provided over $75.4 million in services for the poor and underserved and nearly $10.1 million in community benefits for the broader community. In addition, each year PAMF physicians and staff donate hundreds of hours to community service. SBMF provided support to community organizations, prioritizing the Community Health Needs Assessment's (CHNA) top needs in 2022, which included access to care and delivery, behavioral health, and economic security. SBMF's community benefit efforts included a myriad of programs and benefits for the poor and underserved as well as the broader community, including but not limited to: . Monetary support to FQHCs and Community Clinics in Alameda, Santa Clara, San Mateo and Santa Cruz Counties for Access to Care and Behavioral Health initiatives . Radiology services to patients receiving care at Ravenswood Family Health Center including mammography, x-rays and ultrasounds . Physicians staffing Peninsula Healthcare Connection in Palo Alto, providing healthcare services and mental health services to the homeless and at-risk homeless . Youth mental health outreach and collaborations . School-based health and wellness programs . Childhood Nutrition Programs in local schools . Free high school sports physicals in Santa Cruz County . Health education presentations in local organizations with at-risk populations, ethnically diverse populations, age-focused health and wellness . Disease specific support groups and disease specific programs for requesting community organizations and on-site programs which are free and open to all community members . On-site clinical education programs and preceptorships for medical students, medical residents, medical fellows, nursing students, laboratory technologists, radiology technologists, pharmacy students . Monetary donations and in-kind support to local community groups and organizations . Support of the Healthier Kids Foundation's HealthFirst program which identifies students with social-emotional health needs and connects them with a continuum of care in Santa Clara County . Support of organizations in the East Bay that focus on economic security programs, career development, academic enrichment, financial tools, and leadership development . Support of Behavioral Health organizations in Santa Cruz County that provides family counseling programs . Support of food pantries and meal programs to increase food security and access to nutritious food . Support of culturally responsive, linguistically diverse domestic violence advocacy services . Support of hygiene banks to ensure organizations, serving the homeless and low income communities, always have access to their most basic needs . Community organization board memberships Palo Alto Medical Foundation serves the community by encouraging financial support from the community and corporations to enhance the quality of healthcare in the region. In 2022, more than 5,100 individual donors contributed more than $20 million to fund cutting-edge research and implement programs that fall outside of our annual operations budget. In 2022, philanthropy invested more than $13.4 million to PAMF affiliates to advance patient care. This represents a 34% increase in funds invested over 2021. An additional $35 million has been earmarked for future projects in 2023 and beyond. We continue to partner with senior leaders to invest donor dollars in programs like research and physician well-being as well as advanced imaging tools for cardiology and oncology, making an immediate impact. Philanthropy is an irreplaceable part of our not-for-profit mission and our fundraising initiatives are local by design-embracing core innovation, expanding accessibility and improving health outcomes in each of the communities we serve. Of the $13.4 million invested, $4.6 million went to support a wide range of programs for cancer, cardiology and vascular services, geriatrics and palliative care, mental health, palliative care, pediatrics and research. An additional $8.8 million was invested in capital and medical equipment to facilitate more advanced care and better outcomes for patients. The Grants & Disbursements program uses unrestricted gifts from the community to accelerate new pilot programs and bring innovative technologies to the clinic faster. In 2022 the program funded 10 proposals from across the organization, totaling $1.5 million. For the last seven years, nearly $8 million in philanthropic gifts have been directed toward improving patient care. Donor support also funds other capital requests, various scholarships, endowments and community programs which enhance the level of care throughout the communities we serve. As a not-for-profit network, Sutter Health philanthropy innovates care, creates vital new programs, funds clinical research, and expands access to care for our patients and their families. Specific areas of impact from philanthropy in 2022 included: . Pediatric Cardiology expansion- PAMF opens its 8th pediatric cardiology specialty site in the greater Silicon Valley giving the tiniest patients access to world class cardiac care and the latest diagnostic technologies. . Metabolic Wellness Program-wearable glucose tracking devices provide real time feedback on the impact of food, stress, exercise and sleep on metabolic health. This novel lifestyle intervention is helpful for pre-diabetic and otherwise "healthy" patients to help prevent or even reverse heart disease, while improving how patients feel physically and emotionally. . Strabismus research-4% of children nationwide are diagnosed with strabismus. If caught early, the brain can be trained to rewire itself to see through both eyes-sight is rewired through patching or surgery. PAMF ophthalmology research shows that adherence to patching regimens works, and so does early objective vision screening in primary care to catch problems early to refer for treatment. . Sensory vaccine clinics-trauma and negative experiences can be a barrier for children to receive important vaccines like flu, COVID or other life-saving shots. Sensory vaccine clinics make shots less traumatic for children by purposefully creating environments, removing stimuli that can trigger children receiving vaccinations. The result is happier children and parents while receiving these critical treatments. . Cancer Telegenetics study aids in the early identification and management of hereditary cancer risks and evaluates the best way to livestream genetic counseling information from care providers for wider accessibility. Demand has skyrocketed 75% in the first 5 years of the Cancer Genetics and Prevention Program at PAMF from 2014 - 2019, and philanthropic gifts help accommodate this demand. FORM 990, PART VI, LINE 2 DAVID QUINCY, KEY EMPLOYEE, AND JANE VARNER, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, LINES 6 & 7A CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS: THIS CORPORATION IS AN AFFILIATE OF SUTTER HEALTH, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. SUTTER HEALTH IS THE SOLE MEMBER WITH THE RIGHT TO ELECT AT LEAST A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, LINE 7B CLASSES OF PERSONS, DECISIONS REQUIRING APPROVAL & TYPE OF VOTING RIGHTS: SUTTER HEALTH AS THE SOLE MEMBER OF THE ORGANIZATION IS ENTITLED TO EXERCISE FULLY ALL RIGHTS AND PRIVILEGES OF MEMBERS OF NONPROFIT CORPORATIONS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, AND ALL OTHER APPLICABLE LAWS. THE MEMBER HAS THE RIGHTS AND POWERS TO APPOINT (AND REMOVE) MEMBERS OF THE CORPORATION'S BOARD OF DIRECTORS, SUBJECT TO THE PROVISIONS OF THE BYLAWS. IN ADDITION, THE MEMBER HAS THE RIGHT TO APPROVE THE FOLLOWING ACTIONS OF THE CORPORATION'S BOARD OF DIRECTORS: (A) MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION OF THE CORPORATION OR ANY AFFILIATED ENTITY; (B) AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION OR ANY AFFILIATED ENTITY; (C) ADOPTION OF OPERATING BUDGETS OF THE CORPORATION OR ANY AFFILIATED ENTITY, INCLUDING CONSOLIDATED OR COMBINED BUDGETS OF THE CORPORATION AND ALL SUBSIDIARY ORGANIZATIONS OF THE CORPORATION; (D) ADOPTION OF CAPITAL BUDGETS OF THE CORPORATION OR ANY AFFILIATED ENTITY; (E) AGGREGATE OPERATING OR CAPITAL EXPENDITURES THAT EITHER EXCEED PREVIOUSLY APPROVED OPERATING OR CAPITAL BUDGETS, OR ARE UNBUDGETED, IF THE AMOUNT IN EXCESS OR THE UNBUDGETED EXPENDITURE IS HIGHER THAN THE SIGNATURE AUTHORITY OF THE PRESIDENT AND CEO OF THE GENERAL MEMBER; (F) LONG-TERM OR MATERIAL AGREEMENTS OF THE CORPORATION OR ANY AFFILIATED ENTITY INCLUDING, BUT NOT LIMITED TO, BORROWINGS, EQUITY FINANCINGS, CAPITALIZED LEASES AND INSTALLMENT CONTRACTS; AND PURCHASE, SALE, LEASE, DISPOSITION, HYPOTHECATION, EXCHANGE, GIFT, PLEDGE, OR ENCUMBRANCE OF ANY ASSET, REAL OR PERSONAL, WITH A FAIR MARKET VALUE IN EXCESS OF THE SIGNATURE AUTHORITY OF THE PRESIDENT AND CEO OF THE GENERAL MEMBER; (G) APPOINTMENT OF AN INDEPENDENT AUDITOR BY THE CORPORATION OR ANY AFFILIATED ENTITY; (H) THE HIRING OF INDEPENDENT COUNSEL BY THE CORPORATION OR ANY AFFILIATED ENTITY, UNLESS AT LEAST TWO-THIRDS (2/3) OF THE BOARD IN OFFICE ON THE DAY OF A VOTE DETERMINE THAT A MATERIAL CONFLICT OF INTEREST EXISTS BETWEEN THE CORPORATION AND THE GENERAL MEMBER AND, THEREFORE, THE BOARD MUST ENGAGE INDEPENDENT COUNSEL TO ASSIST IN EXERCISING THE BOARD'S FIDUCIARY DUTIES. TO PRESERVE THE INDEPENDENCE OF COUNSEL RETAINED PURSUANT TO THIS PROVISION, THE GENERAL MEMBER SHALL NOT CLAIM THAT ANY COMMUNICATION BETWEEN SUCH INDEPENDENT COUNSEL AND ANY PERSON ACTING ON BEHALF OF THE CORPORATION, EVEN IF THAT PERSON IS ALSO EXERCISING THE BOARD'S FIDUCIARY DUTIES. TO PRESERVE THE INDEPENDENCE OF COUNSEL RETAINED PURSUANT TO THIS PROVISION, THE GENERAL MEMBER SHALL NOT CLAIM THAT ANY COMMUNICATION BETWEEN SUCH INDEPENDENT COUNSEL AND ANY PERSON ACTING ON BEHALF OF THE CORPORATION, EVEN IF THAT PERSON IS ALSO AN EMPLOYEE, OFFICER OR AGENT OF THE GENERAL MEMBER, CONSTITUTES A WAIVER OF THE ATTORNEY-CLIENT PRIVILEGE OR WORK-PRODUCT PROTECTION; (I) THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE AS THAT TERM IS DEFINED IN CALIFORNIA CORPORATIONS CODE SECTION 150; (J) CONTRACTING WITH ANY THIRD PARTY FOR ALL OR SUBSTANTIALLY ALL OF THE MANAGEMENT OF THE ASSETS OR OPERATIONS OF THE CORPORATION OR ANY AFFILIATED ENTITY; (K) APPROVAL OF BUSINESS PLANS TO DEVELOP MAJOR PROGRAMS AND CLINICAL SERVICES OF THE CORPORATION OR ANY AFFILIATED ENTITY. MAJOR NEW PROGRAMS AND CLINICAL SERVICES SHALL INCLUDE, BUT NOT BE LIMITED TO: (I) ANY NEW PROGRAMS OR SERVICES THAT REQUIRE APPROVAL AND/OR ADDITIONAL LICENSURE FROM ANY REGULATORY AGENCY, OR (II) ANY OTHER PROGRAMS OR SERVICES THE GENERAL MEMBER DEEMS MAJOR; (L) APPROVAL OF STRATEGIC PLANS OF THE CORPORATION OR ANY AFFILIATED ENTITY; (M) ADOPTION OF QUALITY IMPROVEMENT POLICIES NOT IN CONFORMITY WITH POLICIES ESTABLISHED BY THE GENERAL MEMBER; (N) ANY SELF-DEALING TRANSACTION BETWEEN A DIRECTOR OF THE CORPORATION AND THE CORPORATION OR A SUBSIDIARY OF THE CORPORATION; OR (O) REHIRING, CONTRACTING WITH, OR OTHERWISE COMPENSATING A SUTTER HEALTH EXECUTIVE, OR ANY OFFICER OR MEMBER OF MANAGEMENT OF THE CORPORATION OR ANY AFFILIATED ENTITY AFTER THEIR EMPLOYMENT HAS ENDED. ANY AFFILIATED ENTITY AFTER THEIR EMPLOYMENT HAS ENDED. FORM 990, PART VI, LINE 11B PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW FORM 990: SUTTER HEALTH HAS A CENTRALIZED TAX DEPARTMENT RESPONSIBLE FOR THE PREPARATION OF THE FORM 990. ANNUALLY THE TAX DEPARTMENT PROVIDES TRAINING AND EDUCATION TO AFFILIATE PERSONNEL WHO ASSIST THE TAX DEPARTMENT IN COLLECTING AND REVIEWING DATA TO BE REPORTED ON THE FORM 990. THE PREPARATION MATERIAL IS REVIEWED BY VARIOUS DEPARTMENTS INCLUDING TAX, FINANCE, LEGAL, AND HUMAN RESOURCES. A NATIONAL ACCOUNTING FIRM PREPARES AND/OR REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT, THE AFFILIATE, AND THE CFO BEFORE THE RETURN IS FILED. FORM 990, PART VI, LINE 12 PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST: EMPLOYEES ARE EDUCATED ON THE CONFLICT OF INTEREST POLICY AND THE NEED TO MAKE DISCLOSURE AS PART OF ANNUAL COMPLIANCE EDUCATION. IN ADDITION, ANNUALLY A DISCLOSURE STATEMENT IS COMPLETED BY ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES. ON THIS STATEMENT THE INDIVIDUAL WILL LIST A WIDE RANGE OF INFORMATION WHICH INCLUDES BUSINESS RELATIONSHIPS, EMPLOYMENT RELATIONSHIPS, PROPERTY INTERESTS, AND THOSE OF RELATED PARTIES. IF THERE IS A POTENTIAL CONFLICT OF INTEREST RELATED TO A PARTICULAR TRANSACTION, THE INTERESTED INDIVIDUAL MUST DISCLOSE THE EXISTENCE AND NATURE OF THE RELATIONSHIP. THE BOARD CHAIR MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE THE CONFLICT. THE BOARD MAY CONSULT WITH THE OFFICE OF THE GENERAL COUNSEL AS NECESSARY. UNTIL THE POTENTIAL CONFLICT IS RESOLVED, THE BOARD CHAIR (OR COMMITTEE CHAIR AS APPLICABLE) MAY REQUEST THE INDIVIDUAL TO NOT PARTICIPATE DURING RELATED PRESENTATIONS AND DISCUSSIONS. IN ALL CIRCUMSTANCES INVOLVING AN ACTUAL CONFLICT, THE INTERESTED INDIVIDUAL SHALL LEAVE THE ROOM PRIOR TO THE BOARD'S FINAL DISCUSSION AND VOTE. FORM 990, PART VI, LINES 15A & 15B PROCESS FOR DETERMINING TOP MANAGEMENT OFFICIAL COMPENSATION: 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. TO ENSURE EXTERNAL COMPETITIVENESS, NATIONAL COMPENSATION DATA COMPARISONS ARE REVIEWED. COMPETITIVE ANALYSIS INCLUDES: (A) BASE SALARY, (B) TOTAL CASH (BASE SALARY + ANNUAL INCENTIVE), (C) TOTAL DIRECT CASH (BASE SALARY + ANNUAL INCENTIVE + LONG TERM INCENTIVE) AND (D) TOTAL REMUNERATION (BASE SALARY + ANNUAL INCENTIVE + BENEFITS AND LONG TERM INCENTIVE). THIS ANALYSIS INCLUDES NATIONAL COMPARISONS FOR ORGANIZATIONS SIMILAR IN SIZE, SCOPE AND COMPLEXITY AS SUTTER HEALTH, ADJUSTED TO THE CALIFORNIA MARKET. THIS METHOD IS MOST APPROPRIATE SINCE IT IS A NATIONAL MARKETPLACE IN WHICH SUTTER COMPETES FOR EXECUTIVE TALENT. OFFICERS AND KEY EMPLOYEES OF THIS ORGANIZATION UNDERGO AN ANNUAL REVIEW BY THE COMPENSATION COMMITTEE OR A DELEGATED SUB-COMMITTEE. APPROVAL IS RECORDED IN THE MINUTES. THE 2022 EXECUTIVE COMPENSATION APPROVAL WAS COMPLETED IN FEBRUARY 2022. FORM 990, PART VI, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY & FINANCIAL STATEMENTS: THE SUTTER HEALTH SYSTEM POSTS ITS CURRENT AND PAST AUDITED FINANCIAL STATEMENTS AT SUTTERHEALTH.ORG. OTHER DOCUMENTS ARE ALSO LOCATED AT THIS WEBSITE INCLUDING THE ANNUAL REPORT, MISSION STATEMENT, HISTORY, AND LINKS TO AFFILIATE WEBSITES. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990, PART VII, SECTION A COMPENSATION OF BOARD MEMBERS: THE FOLLOWING BOARD MEMBERS OF THE ORGANIZATION ARE FULL-TIME EMPLOYEES (40 HOURS PER WEEK) OF SUTTER HEALTH OR SUTTER BAY HOSPITALS AND THEIR SUTTER SALARIES ARE REPORTED HEREIN. THESE INDIVIDUALS RECEIVE NO COMPENSATION FOR THEIR SERVICE AS BOARD MEMBERS OF THIS ORGANIZATION. - JAMES CONFORTI - SARAH KREVANS - THERESA FREI - THOMAS WARNER - JILL KACHER COBB COMMON LAW EMPLOYEES: INDIVIDUALS LISTED AS OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION THAT ARE PAID FULLTIME BY A RELATED ORGANIZATION ARE COMMON LAW EMPLOYEES OF SUTTER HEALTH, A SEPARATE LEGAL ENTITY. IT IS THE INTENTION OF SUTTER HEALTH AND THE FILING ORGANIZATION TO MAKE INFORMATION ACCESSIBLE AND TRANSPARENT, REPORTING THOSE SUTTER HEALTH EMPLOYEES WHO HAVE OFFICER AND KEY EMPLOYEE RESPONSIBILITIES TO THE FILING ORGANIZATION. FORM 990, PART XI, LINE 9 EQUITY TRANSFERS (NET) $ (117,111,864) K-1 ACTIVITY $ (4,033,119) PARTNERSHIP INCOME ON BOOKS $ 12,884,835 ANNUITY TRUE-UP $ 238,178 CHANGE IN SPLIT INTEREST $ (296,664) ------------------ TOTAL $ (108,318,634) FORM 990 PART IX LINE 11G DESCRIPTION:MEDICAL GRP COMPENSATION TOTAL FEES:1209888163 FORM 990 PART IX LINE 11G DESCRIPTION:PROF. FEES - PHYSICIAN TOTAL FEES:6911811 FORM 990 PART IX LINE 11G DESCRIPTION:THERAPISTS/OTHER MEDICAL TOTAL FEES:15897055 FORM 990 PART IX LINE 11G DESCRIPTION:NON-PHYSICIAN MEDICAL TOTAL FEES:7781 FORM 990 PART IX LINE 11G DESCRIPTION:NURSE REGISTRY FEES TOTAL FEES:6446489 California Pacific Medical Center Founda C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 942728423 Fundraising CA 501(c)(3) 7 Sutter BH true East Bay Perinatal Center C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 510172285 Healthcare CA 501(c)(3) 3 Sutter EBH true Memorial Hospital Foundation C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 942290244 Fundraising CA 501(c)(3) 12A-I Sutter VH true Mills-Peninsula Hospital Foundation C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 237288765 Fundraising CA 501(c)(3) 7 Sutter BH true Sutter Auburn Faith Hospital Foundation C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 942594966 Fundraising CA 501(c)(3) 7 Sutter VH true Sutter Bay Hospitals C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 940562680 Hospital CA 501(c)(3) 3 Sutter Hlth true Sutter Coast Hospital C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 942988520 Hospital CA 501(c)(3) 3 Sutter Hlth true Sutter Davis Hospital Foundation C/O SH TAX 2200 RIVER PLAZA DRIVE SACRAMENTO CA 95833 680217870 Fundraising CA 501(c)(3) 7 Sutter VH true Sutter Health 2200 RIVER PLAZA DRIVE SACRAMENTO CA 95833 942788907 Supporting Or CA 501(c)(3) 12C III-FI NA false Sutter Health Pacific 91-2301 FT WEAVER RD EWA BEACH HI 96706 990298651 Hospital CA 501(c)(3) 3 Sutter Hlth true Sutter Health Plan C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 461183948 Health Plan CA 501(c)(4) N/A Sutter Hlth true Sutter Insurance Services Corporation 746 FORT STREET SUITE 1100 HONOLULU HI 96813 990289310 Insurance Ser HI 501(c)(3) 12C III-FI Sutter Hlth true Sutter Medical Center Foundation C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 942788906 Fundraising CA 501(c)(3) 7 Sutter VH true Sutter Roseville Medical Center Foundati C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 680040113 Fundraising CA 501(c)(3) 7 Sutter VH true Sutter Valley Hospitals C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 941156621 Hospital CA 501(c)(3) 3 Sutter Hlth true Sutter Valley Medical Foundation C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 680273974 Healthcare CA 501(c)(3) 3 Sutter Hlth true Sutter Visiting Nurse Association and Ho C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 946068843 Healthcare CA 501(c)(3) 10 Sutter Hlth true Tracy Hospital Foundation C/O SH TAX 2200 RIVER PLAZA DR SACRAMENTO CA 95833 680318845 Fundraising CA 501(c)(3) 12A - 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