TY 2024 Form 990

- TIN:

Form990

Department of the TreasuryInternal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
SUTTER HEALTH

% KENNETH YOUNG

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
2300 RIVER PLAZA DRIVE

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
SACRAMENTO, CA95833

D Employer identification number

94-2788907

E Telephone number

G Gross receipts $ 21,027,483,048

F Name and address of principal officer:
WARNER THOMAS
SAME AS C ABOVE
SACRAMENTO,CA95833

Tax-exempt status: 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527

Website:

WWW.SUTTERHEALTH.ORG

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number

K Form of organization: Corporation Trust Association Other

L Year of formation: 1981

M State of legal domicile: CA

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	14
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	8,529
6	Total number of volunteers (estimate if necessary) .............	6	2
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	10,276,318
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	2,285,275

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	12,592,528	4,951,602
9	Program service revenue (Part VIII, line 2g) .........	1,721,776,185	2,140,932,350
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	131,742,557	527,819,179
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	16,546,582	12,087,633
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,882,657,852	2,685,790,764
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,473,088	2,816,373
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	973,246,524	1,124,442,420
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,095,523,988	1,417,544,407
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,070,243,600	2,544,803,200
19	Revenue less expenses. Subtract line 18 from line 12.......	-187,585,748	140,987,564
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	8,620,071,538	9,601,618,724
21	Total liabilities (Part X, line 26).............	4,271,166,300	4,994,217,791
22	Net assets or fund balances. Subtract line 21 from line 20.....	4,348,905,238	4,607,400,933

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name

Firm's EIN

Firm's address

Phone no.

May the IRS discuss this return with the preparer shown above? See Instructions. ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2024)

Form 990 (2024)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III..............

Briefly describe the organization’s mission: SEE SCHEDULE O

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 2,417,121,304 including grants of $ 2,816,373 ) (Revenue $ 2,140,937,613 )
	STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS: Sutter Health is a not-for-profit healthcare system providing comprehensive, high-quality care throughout California. Committed to innovative, high-quality patient care and community partnerships, Sutter is pursuing a bold new plan to reach more people and make excellent healthcare more connected and accessible. Currently serving nearly 3.5 million patients, thanks to our dedicated team of more than 60,500 employees and clinicians, and 14,000 affiliated physicians, with a unified focus on expanding care to serve more patients. Sutter Health delivers exceptional and affordable care through its hospitals, medical groups, ambulatory surgery centers, urgent care sites, home health, and hospice services. Dedicated to transforming healthcare, at Sutter Health, getting better never stops. From deploying technology that improves the patient experience to expanding training programs to cultivate the next generation of physicans and healthcare workers, Sutter is working to shape the future of healthcare and be the best place to work, practice medicine and receive care. Sutter Health is closing healthcare gaps by expanding access. Sutter has recruited over 1,700 new physicians and clinicians since 2023. Sutter Health is training the next generation of caregivers. We now have capacity to train 570 residents at 30 accredited Graduate Medical Education programs and will be training nearly 1,000 a year by 2035. We've established 9 academic partnerships to help strengthen professional pathways for those interested in healthcare careers. This includes a 10-year partnership with Charles R. Drew University of Medicine and Science, one of only four historically Black medical schools in America, which will fund 25 full scholarships and launch an incubator lab to accelerate healthy outcomes. Grounded in its not-for-profit mission, Sutter Health is also a strong community partner. The integrated health system heavily reinvests in community health programs and partnerships. In 2024, we invested more than $1 billion in community benefit programs, including supporting community health programs and partnerships, charity care, and unreimbursed costs for providing care to patients with Medi-Cal. Sutter Health invested $71.6 million in 2024 in research and clinical trials helping pioneer healthcare breakthroughs. 539 clinical trials were conducted with over 8,600 patients enrolled in clinical trials in 2024. Strategic investments in digital health, AI and our Innovation Center are driving improved patient access, patient care and clinician support, while setting new standards in healthcare delivery. We invested $350M this year in upgraded and new clinical technology that is enhancing our ability to provide the best possible patient outcomes. Sutter Health is the 11th largest not-for-profit health system in the nation and includes: . 60,500+ employees . 14,000 doctors . 30 accredited GME programs with 300 residents . 300+ clinics, ambulatory surgery centers and urgent care sites . 28 acute care facilities . 22 cancer centers . 7 neonatal intensive care units . 5 mental health and addiction care centers . 8 cardiac centers . 3 acute rehabilitation centers . 4 trauma centers . 1 mobile stroke unit . Largest home health and hospice provider in Northern California To view a list of Sutter Health entities, see Form 990, Schedule R.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses2,417,121,304

Form 990 (2024)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

List of Attached Documents:

// Content

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment

List of Attached Documents:

// Content

...

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Click to see attachment

List of Attached Documents:

// Content

.............

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II Click to see attachment

List of Attached Documents:

// Content

.........

Yes

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III Click to see attachment

List of Attached Documents:

// Content

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

List of Attached Documents:

// Content

.........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

List of Attached Documents:

// Content

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

List of Attached Documents:

// Content

..............

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V Click to see attachment

List of Attached Documents:

// Content

......

Yes

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment

List of Attached Documents:

// Content

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

// Content

.......

11b

Yes

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

List of Attached Documents:

// Content

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

List of Attached Documents:

// Content

............

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11f

Yes

12a

Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII Click to see attachment

List of Attached Documents:

// Content

......................

12a

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

List of Attached Documents:

// Content

12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment

List of Attached Documents:

// Content

14b

Yes

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV..... Click to see attachment

List of Attached Documents:

// Content

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment

List of Attached Documents:

// Content

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

List of Attached Documents:

// Content

Yes

Form 990 (2024)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

List of Attached Documents:

// Content

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment

List of Attached Documents:

// Content

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment

List of Attached Documents:

// Content

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I....................... Click to see attachment

List of Attached Documents:

// Content

25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II Click to see attachment

List of Attached Documents:

// Content

...........

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III Click to see attachment

List of Attached Documents:

// Content

.........................

Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV...................... Click to see attachment

List of Attached Documents:

// Content

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV..... Click to see attachment

List of Attached Documents:

// Content

28b

Yes

A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV..................... Click to see attachment

List of Attached Documents:

// Content

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M.. Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M ................. Click to see attachment

List of Attached Documents:

// Content

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............ Click to see attachment

List of Attached Documents:

// Content

Yes

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1......................... Click to see attachment

List of Attached Documents:

// Content

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ... Click to see attachment

List of Attached Documents:

// Content

35b

Yes

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment

List of Attached Documents:

// Content

Yes

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI Click to see attachment

List of Attached Documents:

// Content

Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Part V

Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........

Yes

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

1,147

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2024)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

8,529

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

Yes

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

Yes

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..

Yes

If "Yes," enter the name of the foreign country: FR
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.

Yes

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.

Form 990 (2024)

Page 6

Part VI

Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

Yes

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Yes

Section C. Disclosure

List the states with which a copy of this Form 990 is required to be filed

Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
KENNETH YOUNG2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 (916) 286-6665

Form 990 (2024)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)					(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) WARNER THOMAS...................................................................... PRESIDENT & CEO, SH	40.0 ................. 2.0	X	X				11,323,734	0	580,686
(2) MARK SEVCO...................................................................... SVP, COO	40.0 ................. 21.0			X			3,326,965	0	328,840
(3) CONRAD VIAL MD...................................................................... SVP, SH NETWORK PRESIDENT	40.0 ................. 3.0			X			2,548,796	0	299,504
(4) JILL RAGSDALE...................................................................... SH SVP, CHIEF PPL & CLTR OFCR	40.0 ................. 0.0			X			1,453,586	1,128,479	14,590
(5) ELIZABETH VILARDO-MORGAN...................................................................... CMO, STRAT & PHIL INITIATIVES	40.0 ................. 0.0				X		1,581,984	0	875,580
(6) JAMES CONFORTI...................................................................... FORMER INTERIM PRES & CEO, SH	0.0 ................. 0.0					X	1,599,998	652,731	0
(7) MARK MULLER...................................................................... SVP, PRIN. CONSULT. PRES/CEO	40.0 ................. 0.0				X		1,299,669	0	943,905
(8) RACHAEL MCKINNEY...................................................................... PRESIDENT, SACRAMENTO DIVISION	40.0 ................. 1.0				X		1,396,095	0	709,166
(9) EUGENE PATRIZIO...................................................................... PRESIDENT, CENTRAL VALLEY DIV.	40.0 ................. 0.0				X		1,228,132	0	675,049
(10) TODD SMITH MD...................................................................... SVP, CHIEF PHYSICIAN EXECUTIVE	40.0 ................. 21.0			X			1,668,636	0	210,133
(11) ROBERT NORDGREN...................................................................... CMO, San Francisco Division	40.0 ................. 0.0				X		1,220,554	0	651,730
(12) WILLIAM ISENBERG MD...................................................................... CHIEF MEDICAL & QUALITY OFF	40.0 ................. 0.0			X			1,229,991	0	630,319
(13) LAURA WILT...................................................................... SVP, CHIEF DIGITAL OFFICER	40.0 ................. 0.0			X			1,607,189	0	234,994
(14) CYNTHIA LEE...................................................................... SVP, CHIEF STRAT. & GROWTH OFF	40.0 ................. 0.0			X			1,521,028	0	184,653
(15) BRIAN DEAN...................................................................... FORMER SH SVP, CFO	0.0 ................. 0.0					X	1,604,131	70,498	0
(16) JENNIFER BOLLINGER...................................................................... SVP,CHIEF CONSUMER & BRAND OFF	40.0 ................. 0.0			X			1,405,405	0	191,095
(17) JACKI MONSON...................................................................... SVP, CHIEF INTEGRATION OFFICER	40.0 ................. 0.0			X			1,293,739	0	165,132

Form 990 (2024)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) FLORENCE DI BENEDETTO........................................................................ FORMER SVP & GENERAL COUNSEL	0.0 .......................0.0			X	1,338,743	38,642	0
(19) CAREN WEAKLEY........................................................................ SVP, GEN COUN./ASST SEC(PT-YR)	40.0 .......................2.0		X		1,302,647	0	34,391
(20) RAJU IYER........................................................................ SH SVP, CFO	40.0 .......................11.0		X		1,278,214	0	33,328
(21) PAM MARINO........................................................................ VP, CLO/ASST SEC (PT-YR)	40.0 .......................2.0		X		996,179	0	292,961
(22) GRACE DAVIS........................................................................ SVP, chief ext affairs officer	40.0 .......................0.0			X	1,129,826	0	131,918
(23) THERESA FREI........................................................................ FORMER CEO, SVMF	0.0 .......................0.0			X	982,821	65,755	0
(24) GINGER CHAPPELL........................................................................ SH VP, CHF ETHICS & COMP OFF	40.0 .......................0.0			X	632,403	0	278,563
(25) SARAH KREVANS........................................................................ EMERITUS CEO, SUTTER HEALTH	0.0 .......................0.0			X	0	880,981	0
(26) DOMINIC NAKIS........................................................................ SH Interim CFO	40.0 .......................12.0		X		619,278	0	0
(27) ED ERWIN........................................................................ SNR DIR, REAL ESTATE/ASST SEC	40.0 .......................0.0		X		323,985	0	90,121
(28) JEREMY EAVES........................................................................ FORMER CEO, SUTTER SHAR. SERV.	0.0 .......................0.0			X	87,451	148,069	0
(29) KEN MCNEELEY........................................................................ DIRECTOR/CHAIR	10.0 .......................0.0	X	X		72,708	0	0
(30) PATRICK BLAKE........................................................................ DIRECTOR/CHAIR FIN COMMITTEE	10.0 .......................0.0	X	X		61,042	0	0
(31) GARY CAINE........................................................................ DIRECTOR	7.0 .......................0.0	X			61,042	0	0
(32) BARRY DENNIS........................................................................ DIRECTOR	7.0 .......................0.0	X			61,042	0	0
(33) REBECCA SAEGER........................................................................ DIRECTOR	7.0 .......................0.0	X			61,042	0	0
(34) CHERYL SCOTT........................................................................ DIRECTOR/SECRETARY	10.0 .......................0.0	X	X		61,042	0	0
(35) HELEN THOMSON........................................................................ DIRECTOR	7.0 .......................0.0	X			61,042	0	0
(36) I-MEI HSIU MD........................................................................ DIRECTOR	7.0 .......................0.0	X			55,208	0	0
(37) DEBORAH KILPATRICK........................................................................ DIRECTOR	7.0 .......................0.0	X			55,208	0	0
(38) KAVITA PATANKAR MD........................................................................ DIRECTOR	7.0 .......................0.0	X			55,208	0	0
(39) WILLA SELDON........................................................................ DIRECTOR	7.0 .......................0.0	X			55,208	0	0
(40) ANTHONY WAGNER........................................................................ DIRECTOR	7.0 .......................0.0	X			55,208	0	0
(41) HERBERT BARLOW........................................................................ DIRECTOR	7.0 .......................0.0	X			0	0	0
(42) ANDREW DICKINSON........................................................................ DIRECTOR	7.0 .......................0.0	X			0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	44,970,465	2,837,086	7,466,537

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 3,477

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

Yes

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................

Yes

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation
R1 RCM INC, 434 W ASCENSION WY 6TH FLOOR MURRAY,UT841232790	HEALTHCARE FIN SVCS	111,289,271
AYA HEALTHCARE INC, 5930 CORNERSTONE CT W STE 300 SAN DIEGO,CA921213772	STAFFING SERVICES	98,670,449
RIGHTSOURCING INC, 1150 IRON POINT RD STE 100 FOLSOM,CA956308306	STAFFING SERVICES	59,455,623
ENTISYS SOLUTIONS INC, PO BOX 889426 LOS ANGELES,CA900889426	IT SERVICES	55,501,383
BOLDT CO, 2525 NO ROEMER RD APPLETON,WI549118623	CONSTRUCTION SVCS	52,567,204
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 561

Form 990 (2024)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

(A)
Total revenue

(B)
Related or
exempt
function
revenue

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..		1a	4,609
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	714,713
e	Government grants (contributions)		1e	2,396,847

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,835,433

g	Noncash contributions included in lines 1a - 1f:$		1g	36,408

h Total. Add lines 1a-1f.......		4,951,602

		Business Code
2a	MANAGEMENT SERVICES EXEMPT AFFIL.	561000	2,110,876,336	2,110,876,336
b	HEALTHCARE RELATED JV INCOME	621999	27,098,824	27,098,824
c	AFFILIATE RENTAL INCOME	532000	1,684,654	1,684,654
d	CAPITATION REVENUE	524298	1,272,536	1,272,536
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		2,140,932,350

3 Investment income (including dividends, interest, and othersimilar amounts) ......			204,068,608		-1,524,918	205,593,526
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a	1,210,663
b	Less: rental expenses	6b	929,529
c	Rental income or (loss)	6c	281,134	0
d	Net rental income or (loss).......			281,134			281,134
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	18,664,278,834	234,492
b	Less: cost or other basis and sales expenses	7b	18,339,917,125	845,630
c	Gain or (loss)	7c	324,361,709	-611,138
d	Net gain or (loss).........			323,750,571			323,750,571
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0

Business Code
11a	MANAGEMENT		541611	10,451,223		10,451,223
b	REPAIRS & MAINTENANCE		811310	955,987		955,987
c	PHARMACY		446110	5,263	5,263
d	All other revenue ....			394,026		394,026
e	Total. Add lines 11a–11d ......			11,806,499
12	Total revenue. See instructions.....			2,685,790,764	2,140,937,613	10,276,318	529,625,231

Form 990 (2024)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	2,816,373	2,816,373
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	35,905,118		35,905,118
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	7,785,855		7,785,855
7	Other salaries and wages........	763,268,763	763,268,763
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	34,467,914	33,467,142	1,000,772
9	Other employee benefits .......	221,755,719	213,500,841	8,254,878
10	Payroll taxes ...........	61,259,051	60,726,130	532,921
11	Fees for services (non-employees):
a	Management ......	82,584,634	74,075,749	8,508,885
b	Legal .........	51,919,580	51,919,580
c	Accounting ...........	3,505,482	3,505,482
d	Lobbying ...........	1,556,814		1,556,814
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	25,625,863		25,625,863
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	5,861,263	5,858,790	2,473
12	Advertising and promotion ....	25,683,661	25,554,411	129,250
13	Office expenses .......	49,207,039	48,987,734	219,305
14	Information technology ......	314,187,042	313,855,687	331,355
15	Royalties ..	0
16	Occupancy ...........	24,055,474	24,055,474
17	Travel ............	10,103,989	8,922,872	1,181,117
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	22,683,953	3,244,564	19,439,389
20	Interest ...........	40,170,219	40,170,219
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	81,659,087	81,659,087
23	Insurance ...	8,089,176	8,089,176
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	UNINSURE LITIG./SETTLEMENT	293,017,112	292,675,112	342,000	0
b	PURCHASED SERVICES	206,210,374	204,121,125	2,089,249	0
c	REPAIRS AND MAINTENANCE	100,465,840	100,465,840		0
d	FEDERAL INCOME TAXES - UBI	1,424,498	102,312	1,322,186	0
e	All other expenses	69,533,307	56,078,841	13,454,466
25	Total functional expenses. Add lines 1 through 24e	2,544,803,200	2,417,121,304	127,681,896	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2024)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........			0	1	0
2	Savings and temporary cash investments .........			73,336,310	2	135,191
3	Pledges and grants receivable, net ......			856,023	3	851,180
4	Accounts receivable, net .............			0	4	0
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			3,170,498	7	3,164,464
8	Inventories for sale or use ............			5,846,322	8	5,552,274
9	Prepaid expenses and deferred charges ......			133,451,426	9	180,472,970
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,805,472,454
b	Less: accumulated depreciation	10b	1,518,891,128	299,056,296	10c	286,581,326
11	Investments—publicly traded securities .			6,548,573,539	11	7,190,711,555
12	Investments—other securities. See Part IV, line 11 .....			1,164,646,760	12	1,362,769,753
13	Investments—program-related. See Part IV, line 11 ..			33,759,067	13	39,322,767
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			357,375,297	15	532,057,244
16	Total assets. Add lines 1 through 15 (must equal line 33)...			8,620,071,538	16	9,601,618,724

17	Accounts payable and accrued expenses .....	841,354,031	17	1,700,481,597
18	Grants payable ...	0	18	0
19	Deferred revenue .........	0	19	0
20	Tax-exempt bond liabilities .........	0	20	0
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	3,429,812,269	25	3,293,736,194
26	Total liabilities. Add lines 17 through 25..	4,271,166,300	26	4,994,217,791

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	4,337,280,957	27	4,593,626,271
28	Net assets with donor restrictions ...........	11,624,281	28	13,774,662
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	4,348,905,238	32	4,607,400,933
33	Total liabilities and net assets/fund balances ........	8,620,071,538	33	9,601,618,724

Form 990 (2024)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

2,685,790,764

Total expenses (must equal Part IX, column (A), line 25) ............

2,544,803,200

Revenue less expenses. Subtract line 2 from line 1 ..............

140,987,564

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

4,348,905,238

Net unrealized gains (losses) on investments ...............

150,450,873

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

-32,942,742

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

4,607,400,933

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?

Yes

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Yes

Form 990 (2024)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

SUTTER HEALTH

Employer identification number

94-2788907

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................9

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) SUTTER COAST HOSPITAL	942988520	3	Yes		0	0
(B) SUTTER BAY HOSPITALS	940562680	3	Yes		0	0
(C) SUTTER VALLEY HOSPITALS	941156621	3	Yes		187,123	0
(D) SUTTER VALLEY MEDICAL FOUNDATION	680273974	3	Yes		40,000,000	0
(E) SUTTER VISITING NURSE ASSOCIATION AND HOSPICE	946068843	3	Yes		0	0
(F) SUTTER BAY MEDICAL FOUNDATION	941156581	3	Yes		363,530	0
(G) SUTTER HEALTH PACIFIC	990298651	3	Yes		4,000,000	0
(H) SUTTER COMMUNITY HEALTH	510172285	3	Yes		0	0
(I) SANSUM CLINIC	956419205	3	Yes		10,000,000	0
Total 9					54,550,653	0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Yes

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Yes

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

Yes

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Yes

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Yes

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Yes

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART IV, SECTION D, LINE 3	SUTTER HEALTH AND ITS SUPPORTED ORGANIZATIONS ARE ALL PART OF AN INTEGRATED HEALTH SYSTEM WITH AN INTERLOCKING GOVERNANCE MODEL. THIS CLOSE AND CONTINUING RELATIONSHIP PROVIDES THE SUPPORTED ORGANIZATIONS' INPUT INTO THE SUPPORTING ORGANIZATION'S INVESTMENT POLICIES AND USE OF ITS INCOME AND ASSETS.
SCHEDULE A, PART IV, SECTION E, LINES 3A & 3B	PURSUANT TO THE BYLAWS AND INTERLOCKING GOVERNANCE MODEL OF EACH SUPPORTED ORGANIZATION, SUTTER HEALTH IS THE SOLE CORPORATE MEMBER AND HAS THE POWER TO APPOINT OR REMOVE AT LEAST A MAJORITY OF THE DIRECTORS. IN ADDITION, THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS CERTAIN "RESERVED POWERS" WHICH REQUIRE THAT CERTAIN DECISIONS MADE BY SUPPORTED ORGANIZATION BOARDS MUST BE APPROVED BY THE SUTTER HEALTH BOARD OF DIRECTORS BEFORE BEING EFFECTIVE. SUCH DECISIONS INCLUDE, AMONG OTHERS, THE POWER TO APPROVE: - MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION; - AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; - ADOPTION OF OPERATING AND CAPITAL BUDGETS, AS WELL AS STRATEGIC PLANS; - CREATION OR ACQUISITION OF SUBSIDIARY CORPORATIONS; - CREATION OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES; - EXPENDITURES BEYOND APPROVED BUDGETS AND IN EXCESS OF LIMITS ESTABLISHED BY SUTTER HEALTH; AND - LONG-TERM OR MATERIAL AGREEMENTS, INCLUDING AGREEMENTS FOR THE INCURRENCE OF CERTAIN DEBT IN EXCESS OF LIMITS ESTABLISHED BY SUTTER HEALTH, OR THE PURCHASE, SALE, LEASE, DISPOSITION, EXCHANGE, GIFT, PLEDGE OR ENCUMBRANCE OF ANY ASSET IN EXCESS OF LIMITS ESTABLISHED BY SUTTER HEALTH. IN ADDITION, THE BYLAWS OF THE SUPPORTED ORGANIZATIONS STATE THAT THE PRESIDENT, THE CHIEF FINANCIAL OFFICER, AND ALL KEY MEMBERS OF MANAGEMENT SHALL BE EMPLOYEES OF SUTTER HEALTH, THAT THE SUPPORTED ORGANIZATION SHALL CONDUCT ITS OPERATIONS AND ACTIVITIES IN ACCORDANCE WITH SUTTER HEALTH SYSTEM POLICIES, AND THAT THE SUPPORTED ORGANIZATION SHALL PARTICIPATE IN ALL INITIATIVES AND PROGRAMS DEVELOPED AND DESIGNATED FOR IMPLEMENTATION BY SUTTER HEALTH. SUCH PARTICIPATION SHALL BE WITHOUT LIMITATION OR MODIFICATION EXCEPT AS APPROVED BY SUTTER HEALTH IN ITS SOLE DISCRETION.

Return Reference

Explanation

SCHEDULE A, PART IV, SECTION D, LINE 3

SUTTER HEALTH AND ITS SUPPORTED ORGANIZATIONS ARE ALL PART OF AN INTEGRATED HEALTH SYSTEM WITH AN INTERLOCKING GOVERNANCE MODEL. THIS CLOSE AND CONTINUING RELATIONSHIP PROVIDES THE SUPPORTED ORGANIZATIONS' INPUT INTO THE SUPPORTING ORGANIZATION'S INVESTMENT POLICIES AND USE OF ITS INCOME AND ASSETS.

SCHEDULE A, PART IV, SECTION E, LINES 3A & 3B

PURSUANT TO THE BYLAWS AND INTERLOCKING GOVERNANCE MODEL OF EACH SUPPORTED ORGANIZATION, SUTTER HEALTH IS THE SOLE CORPORATE MEMBER AND HAS THE POWER TO APPOINT OR REMOVE AT LEAST A MAJORITY OF THE DIRECTORS. IN ADDITION, THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS CERTAIN "RESERVED POWERS" WHICH REQUIRE THAT CERTAIN DECISIONS MADE BY SUPPORTED ORGANIZATION BOARDS MUST BE APPROVED BY THE SUTTER HEALTH BOARD OF DIRECTORS BEFORE BEING EFFECTIVE. SUCH DECISIONS INCLUDE, AMONG OTHERS, THE POWER TO APPROVE: - MERGER, CONSOLIDATION, REORGANIZATION OR DISSOLUTION; - AMENDMENT OR RESTATEMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS; - ADOPTION OF OPERATING AND CAPITAL BUDGETS, AS WELL AS STRATEGIC PLANS; - CREATION OR ACQUISITION OF SUBSIDIARY CORPORATIONS; - CREATION OF MAJOR NEW PROGRAMS AND CLINICAL SERVICES; - EXPENDITURES BEYOND APPROVED BUDGETS AND IN EXCESS OF LIMITS ESTABLISHED BY SUTTER HEALTH; AND - LONG-TERM OR MATERIAL AGREEMENTS, INCLUDING AGREEMENTS FOR THE INCURRENCE OF CERTAIN DEBT IN EXCESS OF LIMITS ESTABLISHED BY SUTTER HEALTH, OR THE PURCHASE, SALE, LEASE, DISPOSITION, EXCHANGE, GIFT, PLEDGE OR ENCUMBRANCE OF ANY ASSET IN EXCESS OF LIMITS ESTABLISHED BY SUTTER HEALTH. IN ADDITION, THE BYLAWS OF THE SUPPORTED ORGANIZATIONS STATE THAT THE PRESIDENT, THE CHIEF FINANCIAL OFFICER, AND ALL KEY MEMBERS OF MANAGEMENT SHALL BE EMPLOYEES OF SUTTER HEALTH, THAT THE SUPPORTED ORGANIZATION SHALL CONDUCT ITS OPERATIONS AND ACTIVITIES IN ACCORDANCE WITH SUTTER HEALTH SYSTEM POLICIES, AND THAT THE SUPPORTED ORGANIZATION SHALL PARTICIPATE IN ALL INITIATIVES AND PROGRAMS DEVELOPED AND DESIGNATED FOR IMPLEMENTATION BY SUTTER HEALTH. SUCH PARTICIPATION SHALL BE WITHOUT LIMITATION OR MODIFICATION EXCEPT AS APPROVED BY SUTTER HEALTH IN ITS SOLE DISCRETION.

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

SUTTER HEALTH

Employer identification number

94-2788907

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization SUTTER HEALTH

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization SUTTER HEALTH		Employer identification number 94-2788907

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization SUTTER HEALTH			Employer identification number 94-2788907
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

SUTTER HEALTH

Employer identification number

94-2788907

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2024

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2021	(b) 2022	(c) 2023	(d) 2024	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2024

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Yes

825,469

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

731,345

Total. Add lines 1c through 1i ....................................................................................................

1,556,814

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
SCHEDULE C, PART II-B, LINE 1I	OTHER ACTIVITIES: PAID CONSULTANTS WHO PERFORMED LOBBYING ACTIVITIES AND DIRECTLY CONTRIBUTED TO LOBBYING MEASURES.

Schedule C (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
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Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SUTTER HEALTH

Employer identification number

94-2788907

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	6,917,318	6,287,830	6,539,859	5,815,002	5,191,614
b	Contributions ...	1,300,000	31,760	100,000	12,746
c	Net investment earnings, gains, and losses	644,010	597,728	-352,029	712,111	623,388
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	8,861,328	6,917,318	6,287,830	6,539,859	5,815,002

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

0.600 %

Permanent endowment right arrow

72.200 %

Term endowment right arrow

27.200 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	23,641,963		23,641,963
b	Buildings ....	143,652,049	75,100,053	68,551,996
c	Leasehold improvements	37,378,396	36,173,513	1,204,883
d	Equipment ....	1,523,401,136	1,404,886,138	118,514,998
e	Other .....	77,398,910	2,731,424	74,667,486
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				286,581,326

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) ALTERNATIVE INVESTMENTS	1,362,769,753	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	1,362,769,753

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)INTERCOMPANY RECEIVABLES				191,328,737
(2)OTHER RECEIVABLES				116,105,604
(3)OTHER ASSETS				224,622,903
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				532,057,244

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
SELF INSURANCE RESERVE	404,632,015
TAXABLE BOND LIABILITIES	2,729,224,540
OTHER NONCURRENT LIABILITIES	159,879,639






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	3,293,736,194
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

SCHEDULE D, PART V, LINE 4

INTENDED USES OF ENDOWMENT FUNDS: Michael and Judith Gaulke Innovation Hatchery Endowment Fund- To benefit the Innovation Hatchery to expand on the human-centered approach to designing breakthrough innovations by building a diverse portfolio of projects that are aligned with Sutter Health's mission and patient care goals. Herbert & Inez Yee Physician Next Generation - To support medical school education of Sutter Health-affiliated physicians' children or grandchildren. P&J Baker Endowed Chair in CV Innovation - To provide annual support for the Peggy (Margaret) & John Baker Endowed Chair in Cardiovascular Innovation. Expenses supported may include, but are not limited to: labor for the chair and other staff, educational and promotional expenses for the program, research expenses, general operating expenses related to innovation and launching new projects.

SCHEDULE D, PART X, LINE 2

ASC 740 FOOTNOTE: 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 2021 THROUGH 2023 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, 2024 AND 2023.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE F(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
SUTTER HEALTH

Employer identification number

94-2788907

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	Central America and the Caribbean	0	0	Investments	1,473,920,076
	Europe (Including Iceland and Greenland)	0	0	Investments	164,769,604
	Sub-Saharan Africa	0	0	Investments	6,475,415
	North America	0	0	Investments	45,801,018













3a	Sub-total ....	0	0		1,690,966,113
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)	0	0		1,690,966,113

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) (Rev. 1-2025)

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) (Rev. 1-2025)

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
SCHEDULE F, PART I, LINE 3, COLUMN (F)	ACCOUNTING METHOD THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO DETERMINE THE AMOUNTS IN COLUMN (F).

Schedule F (Form 990) (Rev. 1-2025)

Additional Data

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Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
SUTTER HEALTH

Employer identification number
94-2788907

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) PRESIDIO TRUST 1750 LINCOLN BLVD SF,CA941291801	94-3306440	501(c)(3)	1,433,333				PROGRAM SUPPORT
(2) CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE 1731 E 120TH ST LOS ANGELES,CA90059	95-6151774	501(c)(3)	450,000				PROGRAM SUPPORT
(3) SUTTER VALLEY HOSPITALS 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833	68-0273974	501(c)(3)	187,123				PROGRAM SUPPORT
(4) AMBULATORY SURGERY ACCESS COALITION 353 KEARNY ST STE 201 SAN FRANCISCO,CA941083246	94-3180356	501(c)(3)	100,000				PROGRAM SUPPORT
(5) SAN FRANCISCO LESBIAN GAY FREEDOM DAY PARADE 1663 MISSION ST STE 305 SF,CA941032486	94-3006693	501(c)(3)	100,000				PROGRAM SUPPORT
(6) SACRAMENTO RUNNING ASSOCIATION 4181 POWER INN RD STE A SACRAMENTO,CA958264356	94-3300121	501(c)(3)	75,000				PROGRAM SUPPORT
(7) AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVE DALLAS,TX752315129	13-5613797	501(c)(3)	75,000				PROGRAM SUPPORT
(8) LEUKEMIA AND LYMPHOMA SOCIETY 3 INTERNATIONAL DR STE 200 RYE BROOK,NY105737501	13-5644916	501(c)(3)	50,000				PROGRAM SUPPORT
(9) CITY OF DAVIS 23 RUSSELL BLVD DAVIS,CA95616	94-6000319	GOV'T	50,000				PROGRAM SUPPORT
(10) ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOC 225 NO MICHIGAN AVE 17TH FLR CHICAGO,IL606017652	13-3039601	501(c)(3)	50,000				PROGRAM SUPPORT
(11) COALITION FOR COMPASSIONATE CARE 2530 RIVER PLAZA DR STE 110 SAC,CA958333675	27-0419836	501(c)(3)	50,000				PROGRAM SUPPORT
(12) VALLEY CONSORTIUM FOR MEDICAL EDUCATION 1400 FLORIDA AVE STE 200 MODESTO,CA95350	27-0506209	501(c)(3)	46,243				PROGRAM SUPPORT
(13) GALLO CENTER FOR THE ARTS 1000 I ST MODESTO,CA95354	56-2607443	501(c)(3)	25,000				PROGRAM SUPPORT
(14) MATTER 7005 OXFORD ST ST LOUIS PARK,MN55426	37-1441658	501(c)(3)		22,698	FMV	Covid tests & other	Medical assistance
(15) PHYSICIANS FOR A HEALTHY CALIFORNIA 1201 K ST STE 800 SACRAMENTO,CA958143933	94-6062822	501(c)(3)	20,000				PROGRAM SUPPORT
(16) NATIONAL KIDNEY FOUNDATION INC 30 E 33RD ST NEW YORK,NY100165337	13-1673104	501(c)(3)	20,000				PROGRAM SUPPORT
(17) GAY PRIDE CELEBRATION COMMITTEE OF SAN JOSE 1346 THE ALAMEDA STE 7 PMB 508 SAN JOSE,CA951265006	77-0101107	501(c)(3)	15,000				PROGRAM SUPPORT
(18) SUTTER BAY HOSPITALS 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833	68-0273974	501(c)(3)	14,176				PROGRAM SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

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 - Review of quarterly, six-month and/or year-end outcomes reports with community partners - Review of hospital usage and patient level data - Collection of patient/participant stories and narratives - Collaborative discussions around ad-hoc successes and challenges that arise - If any grant funds remained unspent, a year-end financial summary that compares actual expenditures to the funded project's budget is requested. 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. We also rely on the governance practices of the recipient organization to monitor the use of the funds.

Schedule I (Form 990) Rev. 1-2025

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SUTTER HEALTH

Employer identification number

94-2788907

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1WARNER THOMAS PRESIDENT & CEO, SH	(i) (ii)	2,589,728 ------------- 0	8,687,254 ------------- 0	46,752 ------------- 0	476,257 ------------- 0	104,429 ------------- 0	11,904,420 ------------- 0	2,970,000 ------------- 0
2MARK SEVCO SVP, COO	(i) (ii)	1,427,186 ------------- 0	1,876,261 ------------- 0	23,518 ------------- 0	280,857 ------------- 0	47,983 ------------- 0	3,655,805 ------------- 0	0 ------------- 0
3CONRAD VIAL MD SVP, SH NETWORK PRESIDENT	(i) (ii)	1,156,150 ------------- 0	1,122,494 ------------- 0	270,152 ------------- 0	241,357 ------------- 0	58,147 ------------- 0	2,848,300 ------------- 0	251,670 ------------- 0
4JILL RAGSDALE SH SVP, CHIEF PPL & CLTR OFCR	(i) (ii)	21,442 ------------- 0	608,821 ------------- 0	823,323 ------------- 1,128,479	6,657 ------------- 0	7,933 ------------- 0	1,468,176 ------------- 1,128,479	0 ------------- 0
5ELIZABETH VILARDO-MORGAN CMO, STRAT & PHIL INITIATIVES	(i) (ii)	756,069 ------------- 0	633,593 ------------- 0	192,322 ------------- 0	835,887 ------------- 0	39,693 ------------- 0	2,457,564 ------------- 0	169,486 ------------- 0
6JAMES CONFORTI FORMER INTERIM PRES & CEO, SH	(i) (ii)	0 ------------- 0	0 ------------- 0	1,599,998 ------------- 652,731	0 ------------- 0	0 ------------- 0	1,599,998 ------------- 652,731	0 ------------- 0
7MARK MULLER SVP, PRIN. CONSULT. PRES/CEO	(i) (ii)	696,105 ------------- 0	600,000 ------------- 0	3,564 ------------- 0	938,157 ------------- 0	5,748 ------------- 0	2,243,574 ------------- 0	0 ------------- 0
8RACHAEL MCKINNEY PRESIDENT, SACRAMENTO DIVISION	(i) (ii)	773,885 ------------- 0	516,057 ------------- 0	106,153 ------------- 0	660,009 ------------- 0	49,157 ------------- 0	2,105,261 ------------- 0	80,936 ------------- 0
9EUGENE PATRIZIO PRESIDENT, CENTRAL VALLEY DIV.	(i) (ii)	680,987 ------------- 0	459,671 ------------- 0	87,474 ------------- 0	634,273 ------------- 0	40,776 ------------- 0	1,903,181 ------------- 0	69,001 ------------- 0
10TODD SMITH MD SVP, CHIEF PHYSICIAN EXECUTIVE	(i) (ii)	783,478 ------------- 0	788,917 ------------- 0	96,241 ------------- 0	157,257 ------------- 0	52,876 ------------- 0	1,878,769 ------------- 0	70,126 ------------- 0
11ROBERT NORDGREN CMO, San Francisco Division	(i) (ii)	664,586 ------------- 0	446,252 ------------- 0	109,716 ------------- 0	603,688 ------------- 0	48,042 ------------- 0	1,872,284 ------------- 0	88,774 ------------- 0
12WILLIAM ISENBERG MD CHIEF MEDICAL & QUALITY OFF	(i) (ii)	675,216 ------------- 0	448,862 ------------- 0	105,913 ------------- 0	596,586 ------------- 0	33,733 ------------- 0	1,860,310 ------------- 0	76,812 ------------- 0
13LAURA WILT SVP, CHIEF DIGITAL OFFICER	(i) (ii)	806,938 ------------- 0	787,990 ------------- 0	12,261 ------------- 0	177,357 ------------- 0	57,637 ------------- 0	1,842,183 ------------- 0	0 ------------- 0
14CYNTHIA LEE SVP, CHIEF STRAT. & GROWTH OFF	(i) (ii)	718,640 ------------- 0	733,260 ------------- 0	69,128 ------------- 0	140,557 ------------- 0	44,096 ------------- 0	1,705,681 ------------- 0	54,402 ------------- 0
15BRIAN DEAN FORMER SH SVP, CFO	(i) (ii)	0 ------------- 0	642,751 ------------- 0	961,380 ------------- 70,498	0 ------------- 0	0 ------------- 0	1,604,131 ------------- 70,498	0 ------------- 0
16JENNIFER BOLLINGER SVP,CHIEF CONSUMER & BRAND OFF	(i) (ii)	683,450 ------------- 0	676,632 ------------- 0	45,323 ------------- 0	144,057 ------------- 0	47,038 ------------- 0	1,596,500 ------------- 0	0 ------------- 0
17JACKI MONSON SVP, CHIEF INTEGRATION OFFICER	(i) (ii)	612,598 ------------- 0	609,939 ------------- 0	71,202 ------------- 0	123,157 ------------- 0	41,975 ------------- 0	1,458,871 ------------- 0	49,916 ------------- 0
18FLORENCE DI BENEDETTO FORMER SVP & GENERAL COUNSEL	(i) (ii)	0 ------------- 0	438,748 ------------- 0	899,995 ------------- 38,642	0 ------------- 0	0 ------------- 0	1,338,743 ------------- 38,642	0 ------------- 0
19CAREN WEAKLEY SVP, GEN COUN./ASST SEC(PT-YR)	(i) (ii)	779,185 ------------- 0	500,000 ------------- 0	23,462 ------------- 0	6,657 ------------- 0	27,734 ------------- 0	1,337,038 ------------- 0	0 ------------- 0
20RAJU IYER SH SVP, CFO	(i) (ii)	951,413 ------------- 0	300,000 ------------- 0	26,801 ------------- 0	0 ------------- 0	33,328 ------------- 0	1,311,542 ------------- 0	0 ------------- 0
21PAM MARINO VP, CLO/ASST SEC (PT-YR)	(i) (ii)	489,345 ------------- 0	446,180 ------------- 0	60,654 ------------- 0	275,705 ------------- 0	17,256 ------------- 0	1,289,140 ------------- 0	49,383 ------------- 0
22GRACE DAVIS SVP, chief ext affairs officer	(i) (ii)	603,598 ------------- 0	419,399 ------------- 0	106,829 ------------- 0	84,957 ------------- 0	46,961 ------------- 0	1,261,744 ------------- 0	93,726 ------------- 0
23THERESA FREI FORMER CEO, SVMF	(i) (ii)	0 ------------- 0	0 ------------- 0	982,821 ------------- 65,755	0 ------------- 0	0 ------------- 0	982,821 ------------- 65,755	0 ------------- 0
24GINGER CHAPPELL SH VP, CHF ETHICS & COMP OFF	(i) (ii)	391,342 ------------- 0	192,930 ------------- 0	48,131 ------------- 0	250,657 ------------- 0	27,906 ------------- 0	910,966 ------------- 0	41,446 ------------- 0
25SARAH KREVANS EMERITUS CEO, SUTTER HEALTH	(i) (ii)	0 ------------- 0	0 ------------- 0	0 ------------- 880,981	0 ------------- 0	0 ------------- 0	0 ------------- 880,981	0 ------------- 0
26DOMINIC NAKIS SH Interim CFO	(i) (ii)	619,278 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	619,278 ------------- 0	0 ------------- 0
27ED ERWIN SNR DIR, REAL ESTATE/ASST SEC	(i) (ii)	265,527 ------------- 0	50,769 ------------- 0	7,689 ------------- 0	63,573 ------------- 0	26,548 ------------- 0	414,106 ------------- 0	50,769 ------------- 0
28JEREMY EAVES FORMER CEO, SUTTER SHAR. SERV.	(i) (ii)	0 ------------- 0	0 ------------- 0	87,451 ------------- 148,069	0 ------------- 0	0 ------------- 0	87,451 ------------- 148,069	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE J, PART I, LINE 1A	RELEVANT INFORMATION REGARDING COMPENSATION ITEMS: FIRST-CLASS OR CHARTER TRAVEL: CERTAIN OFFICERS, BOARD MEMBERS AND KEY EMPLOYEES OF SUTTER HEALTH MAY UPGRADE TO FIRST-CLASS TRAVEL OR USE CHARTER TRAVEL AS BUSINESS NEED DICTATES. TRAVEL COSTS ARE CONSIDERED A NECESSARY BUSINESS EXPENSE. SPOUSAL TRAVEL: FOR BOARD MEMBERS, ON CERTAIN OCCASIONS DETERMINED BY THE BOARD CHAIR, A SPOUSE MAY ACCOMPANY THE BOARD MEMBER TO A BOARD FUNCTION. TAXABLE SPOUSAL TRAVEL EXPENSES WILL BE REPORTED AS INCOME ON A FORM W-2 OR 1099 AS APPROPRIATE.
SCHEDULE J, PART I, LINE 3	SUPPLEMENTAL COMPENSATION INFORMATION: THE COMPENSATION COMMITTEE OF THE SUTTER HEALTH BOARD OF DIRECTORS RETAINS ULTIMATE DISCRETIONARY AUTHORITY OVER ALL ELEMENTS OF COMPENSATION TO ASSURE THAT ORGANIZATIONAL PURPOSES ARE APPROPRIATELY BEING SERVED. THE COMPENSATION COMMITTEE USES CREDIBLE INDEPENDENT DATA SOURCES AND MAINTAINS AN OBJECTIVE "ARMS LENGTH" DECISION-MAKING PROCESS, ENSURING THE INTEGRITY OF SUTTER'S EXECUTIVE PROGRAMS AND CONSISTENCY WITH THE ORGANIZATION'S OVERALL MISSION. SEE SCHEDULE O NARRATIVE FOR PART VI, LINE 15 FOR A FULL DESCRIPTION OF THE COMPENSATION APPROVAL PROCESS COMPLETED BY SUTTER HEALTH.
SCHEDULE J, PART I, LINE 4A	SEVERANCE PAYMENTS: JILL RAGSDALE RECEIVED SEVERANCE PAYMENTS OF $823,323. JAMES CONFORTI RECEIVED SEVERANCE PAYMENTS OF $1,599,998. BRIAN DEAN RECEIVED SEVERANCE PAYMENTS OF $961,380. FLO DI BENEDETTO RECEIVED SEVERANCE PAYMENTS OF $899,995. THERESA FREI RECEIVED SEVERANCE PAYMENTS OF $982,821. JEREMY EAVES RECEIVED SEVERANCE PAYMENTS OF $87,451.
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 16% of base salary plus annual incentive plan award (commensurate with management level). Unlike Sutter Health's qualified PENSION plan where employee benefits are guaranteed (i.e., a defined benefit), Sutter's non-qualified plan 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 A LONG TERM PERFORMANCE PLAN WHICH IS DESIGNED TO FOCUS ON LONGER TERM STRATEGIC OBJECTIVES OF THE ORGANIZATION. SUTTER'S LONG TERM PERFORMANCE PLAN APPROACH IS A COMBINATION OF BOTH LONGER TERM MEASURES OF ORGANIZATION SUCCESS AND KEY ORGANIZATION STRATEGIES WHICH REQUIRE THE COMBINED EFFORT OF ALL LEADERSHIP TO ACHIEVE SUCCESS. SUTTER USES A COMMON FATE APPROACH IN THAT ALL LONG TERM PERFORMANCE PLAN PARTICIPANTS ARE MEASURED AGAINST THE SAME, ORGANIZATION-WIDE CRITERIA VS. INDIVIDUAL EFFORTS. THIS FOSTERS A COMMON PURPOSE ACROSS LEADERSHIP AND A SHARED SENSE OF ACCOUNTABILITY FOR THE OVERALL SUCCESS OF SUTTER HEALTH. IN ALL CASES, THE COMPENSATION COMMITTEE OF THE BOARD DETERMINES ACHIEVEMENT OF ORGANIZATION GOALS AND MAKES FINAL AWARD DETERMINATION WHICH MAY RESULT IN A REDUCTION OF AWARD IF APPROPRIATE. ALL SENIOR EXECUTIVE AWARDS ARE REVIEWED FOR COMPENSATION REASONABLENESS AND APPROVED BY THE COMPENSATION COMMITTEE PRIOR TO PAYMENT.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SUTTER HEALTH

Employer identification number

94-2788907

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) (Rev. 1-2025)

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) MIKE MARINO	FAMILY MEMBER OF OFFICER	672,328	Employment		No
(2) JONATHAN WILT	FAMILY MEMBER OF KEY EMPLOYEE	376,624	Employment		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

SUTTER HEALTH

Employer identification number

94-2788907

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	1,496	36,408	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2024)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
PART II, COLUMN (B)	Line 9 - Securities - Publicly Traded Column (B) represents the number of shares received.

Schedule M (Form 990) (2024)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

SUTTER HEALTH

Employer identification number

94-2788907

Return Reference	Explanation
FORM 990, PART I, LINE 1 AND PART III, LINE 1	MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality, equitable care and take on the toughest challenges. CURIOSITY - We are constantly learning and creating new ways to advance healthcare. TEAMWORK - We collaborate with humility and solve for ONE Sutter. COMPASSION - We show empathy and understanding in every personal interaction. INCLUSION - We respect our differences and similarities, and cultivate a sense of belonging. INTEGRITY - We earn trust by doing the right thing and delivering on our commitments.
FORM 990, PART VI, LINE 1A	THE AFFAIRS AND MANAGEMENT OF SUTTER HEALTH ARE GOVERNED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE BOARD AND TO TRANSACT ALL REGULAR BUSINESS DURING THE PERIOD BETWEEN MEETINGS OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIR, WHO SERVES AS CHAIR OF THE COMMITTEE, THE CHAIR OF THE FINANCE COMMITTEE, THE SECRETARY, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, THE CHAIR-ELECT, IF THERE IS AN INDIVIDUAL WITH THAT TITLE WHO IS NOT SERVING ON THE COMMITTEE IN ANOTHER CAPACITY, THE PAST CHAIR, IF SUCH INDIVIDUAL IS STILL SERVING AS A DIRECTOR, AND AT LEAST ONE APPOINTED DIRECTOR OF THE CORPORATION.
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 RECEIVES AND PROVIDES TRAINING AND EDUCATION TO APPROPRIATE 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 REVIEWS THE RETURN. A COMPLETED RETURN IS THEN REVIEWED BY THE TAX DEPARTMENT, LEGAL DEPARTMENT, FINANCE, 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 LEGAL AND RISK SERVICES DEPARTMENT 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, LINE 15	PROCESS FOR DETERMINING TOP MANAGEMENT OFFICIAL COMPENSATION: The compensation for the position of the top management official is determined through a quantitative review of peer equity data and applicable national market salary survey data regressed to entity operating revenue size to ensure the position is both internally equitable and externally competitive/market appropriate. The Compensation Committee of Sutter Health annually reviews and approves compensation, and such approval is recorded in the minutes of Sutter Health. The 2024 Executive compensation approval was completed in APRIL 2024.
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 XI, LINE 9	OTHER CHANGES IN FUND BALANCE: PENSION RELATED CHANGES 288,933,992 EQUITY TRANSFER (NET) (310,298,822) PARTNERSHIP INCOME ON BOOKS 16,251,506 OTHER NONOPERATING LOSS (87,709) OTHER CHANGES IN FUND BALANCE (27,741,709) ---------------- TOTAL $(32,942,742) ================

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

SUTTER HEALTH

Employer identification number

94-2788907

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) SUTTER OUTPATIENT SERVICES LLC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 45-4714483	SUPPORT SVCS	CA	102,168,928	3,677,904	SUTTER HLTH
(2) SUTTER SHARED LAB LLC 2300 River Plaza Drive Sacramento,CA95833 47-5583986	LAB SERVICES	CA	66,208,158	120,810,353	SUTTER HLTH
(3) SUTTER HEALTH NETWORK LLC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 82-1766939	SUPPORT SVCS	CA	0	67,495,564	SUTTER HLTH
(4) SUTTER PREF DIR CONTRACTING ENTITY LLC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 85-2510442	HLDNG COMPANY	CA	1,272,536	3,227,810	SUTTER HLTH

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)CALIFORNIA PACIFIC MEDICAL CTR FOUND C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 94-2728423	FUNDRAISING	CA	501(C)(3)	7	SUTTER BH	Yes
(2)SUTTER COMMUNITY HEALTH C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 51-0172285	HEALTHCARE	CA	501(C)(3)	3	SUTTER BH	Yes
(3)MEMORIAL HOSPITAL FOUNDATION C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 94-2290244	FUNDRAISING	CA	501(C)(3)	12A - I	SUTTER VH	Yes
(4)MILLS-PENINSULA HOSPITAL FOUNDATION C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 23-7288765	FUNDRAISING	CA	501(C)(3)	7	SUTTER BH	Yes
(5)SUTTER AUBURN FAITH HOSPITAL FOUNDATION C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 94-2594966	FUNDRAISING	CA	501(C)(3)	7	SUTTER VH	Yes
(6)SUTTER BAY HOSPITALS C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 94-0562680	HOSPITAL	CA	501(C)(3)	3	SUTTER HLTH	Yes
(7)SUTTER BAY MEDICAL FOUNDATION C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 94-1156581	HEALTHCARE	CA	501(C)(3)	3	SUTTER HLTH	Yes
(8)SUTTER COAST HOSPITAL C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 94-2988520	HOSPITAL	CA	501(C)(3)	3	SUTTER HLTH	Yes
(9)SUTTER DAVIS HOSPITAL FOUNDATION C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 68-0217870	FUNDRAISING	CA	501(C)(3)	7	SUTTER VH	Yes
(10)SUTTER HEALTH PACIFIC 91-2301 FT WEAVER RD EWA BEACH,HI96706 99-0298651	HOSPITAL	CA	501(C)(3)	3	SUTTER HLTH	Yes
(11)SUTTER HEALTH ALLIANCE C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 46-1183948	HEALTH PLAN	CA	501(C)(4)	N/A	SUTTER HLTH	Yes
(12)SUTTER MEDICAL CENTER FOUNDATION C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 94-2788906	FUNDRAISING	CA	501(C)(3)	7	SUTTER VH	Yes
(13)SUTTER ROSEVILLE MEDICAL CTR FOUNDATION C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 68-0040113	FUNDRAISING	CA	501(C)(3)	7	SUTTER VH	Yes
(14)SUTTER VALLEY HOSPITALS C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 94-1156621	HOSPITAL	CA	501(C)(3)	3	SUTTER HLTH	Yes
(15)SUTTER VALLEY MEDICAL FOUNDATION C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 68-0273974	HEALTHCARE	CA	501(C)(3)	3	SUTTER HLTH	Yes
(16)SUTTER VISITING NURSE ASSOC AND HOSPICE C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 94-6068843	HEALTHCARE	CA	501(C)(3)	10	SUTTER HLTH	Yes
(17)TRACY HOSPITAL FOUNDATION C/O SH TAX 2300 RIVER PLAZA DR SACRAMENTO,CA95833 68-0318845	FUNDRAISING	CA	501(C)(3)	12A - I	SUTTER VH	Yes
(18)SUTTER INSURANCE SERVICES CORPORATION 745 FORT STREET Suite 1100 HONOLULU,HI96813 99-0289310	Insurance Ser	HI	501(C)(3)	12C III-FI	SUTTER HLTH	Yes
(19)Sansum Clinic C/O SH TAX 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 95-6419205	Hospital	CA	501(C)(3)	3	SUTTER HLTH	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) SURGERY CENTER OF ALTA BATES SMC 3875 TELEGRAPH OAKLAND,CA94609 47-0946086	Patient Care	CA	SUTTER BH	N/A
(2) CALIFORNIA PACIFIC ADV IMAGING LLC PO BOX 6102 NOVATO,CA94948 56-2311840	patient care	CA	SUTTER BH	N/A
(3) SAN FRANCISCO ENDOSCOPY CENTER 2300 River Plz SACRAMENTO,CA95833 91-2160588	patient care	CA	SUTTER BH	RELATED	705,963	67,507		No		Yes		1.800 %
(4) SUTTER FAIRFIELD SURGERY CENTER LLC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 30-0233892	patient care	CA	SUTTER VMF	N/A
(5) SUTTER AMADOR SURGERY CENTER LLC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 46-1398093	patient care	CA	SUTTER HLTH	RELATED	75,019	50,047		No		Yes		6.486 %
(6) ROSEVILLE ENDOSCOPY CENTER 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 87-0710513	patient care	CA	NA	N/A
(7) MEMORIAL MEDICAL BUILDING 1800 COFFEE RD 76 MODESTO,CA95355 77-0234236	OFFICE RENTAL	CA	SUTTER VH	N/A
(8) MAGNETIC IMAGING AFFILIATES LLC 2125 OAK GROVE WALNUT CREEK,CA94598 47-3696091	PATIENT CARE	CA	SUTTER BH	N/A
(9) ASC OPERATORS - SANTA ROSA LLC 2300 River Plz SACRAMENTO,CA95833 26-3386169	CARE MANAGEMENT	CA	SUTTER BMF	RELATED	3,027,662	2,373,775		No		Yes		16.000 %
(10) ASC OPERATORS - SAN LUIS OBISPO LLC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 27-2673776	CARE MANAGEMENT	CA	SUTTER HLTH	RELATED	2,918,690	3,543,718		No		Yes		51.000 %
(11) WALNUT CK ENDOSCOPY 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 26-2169304	patient care	CA	NA	N/A
(12) E BAY ENDOSCOPY CTR 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 94-3336277	patient care	DE	NA	N/A
(13) ASC OPERATORS - SOUTH BAY LLC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 46-1537479	CARE MANAGEMENT	CA	SUTTER HLTH	RELATED	895,855	229,605		No		Yes		6.000 %
(14) PENINSULA EYE SURG 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 13-4285230	patient care	CA	NA	N/A
(15) PENINSULA ENDOSCOPY CENTER LLC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 27-1905059	PATIENT CARE	CA	SUTTER HLTH	RELATED	1,478,533	158,521		No		Yes		6.000 %
(16) N BAY REG SURG CTR 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 20-8633751	patient care	CA	SUTTER HLTH	RELATED	1,048,300	565,049		No		Yes		6.000 %
(17) ASC OPERATORS - SAN FRANCISCO LLC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 27-5447186	CARE MANAGEMENT	CA	SUTTER HLTH	RELATED	952,107	203,110		No		Yes		6.000 %
(18) GG ENDOSCOPY CTR 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 20-1467388	patient care	CA	NA	N/A
(19) ASC OPERATORS LLC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 20-8970704	CARE MANAGEMENT	CA	SUTTER HLTH	RELATED	17,722,357	17,838,903		No		Yes		55.000 %
(20) SB ENDOSCOPY CTR 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 91-2165231	patient care	CA	NA	N/A
(21) SAN LUIS OB SUR CTR 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 77-0109991	patient care	CA	NA	N/A
(22) REDDING SURG CTR 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 38-3897570	patient care	CA	NA	N/A
(23) CARLSBAD SURG CTR 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 20-1413484	patient care	CA	SUTTER HLTH	RELATED	1,899,554	3,228,841		No		Yes		54.471 %
(24) S PLACER SURG CTR 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 42-1540694	patient care	CA	SUTTER HLTH	N/A
(25) SAC SURG CTR ASSOC 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 68-0516588	patient care	CA	SUTTER HLTH	N/A
(26) FORT SUT SURG CTR 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 68-0116391	patient care	CA	SUTTER HLTH	N/A
(27) SUT ALHAMBRA SURG 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 63-1221949	patient care	CA	SUTTER HLTH	N/A
(28) AUBURN SURG CTR LP 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 36-4123623	patient care	CA	SUTTER HLTH	RELATED	226,248	479,562		No		Yes		15.428 %
(29) ICG CREDIT OPP FUND 11111 SANTA MONICA BLVD STE 2100 LOS ANGELES,CA90025 81-4220441	INVESTMENTS	DE	SUTTER HLTH	N/A				No			No
(30) ASC OPRTS-EAST BAY 2300 RIVER PLAZA SACRAMENTO,CA95833 27-1724489	CARE MANAGEMENT	CA	SUTTER HLTH	RELATED	959,679	215,942		No		Yes		6.000 %
(31) EHC SURGERY CENTER 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 94-3214614	PATIENT CARE	CA	SUTTER HLTH	RELATED	141,370	485,790		No		Yes		7.101 %
(32) DIVISADERO HOLDINGS LLC 1635 DIVISADERO SAN FRANCISCO,CA94115 32-0621050	CARE MANAGEMENT	CA	SUTTER BH	N/A
(33) D E SHAW ALL COUNTRY GLOBAL ALPHA PLUS 1166 AVENUE OF THE AMERICAS - 9TH F New York,NY10036 88-2890454	INVESTMENT	DE	NA	N/A
(34) ICG CREDIT OPPORTUNITIES FUND 1A LP 11111 SANTA MONICA BLVD SUITE 2100 Los Angeles,CA90025 82-5045573	Investment	DE	NA	N/A
(35) ICG CREDIT OPPORTUNITIES FUND 2A LP 11111 SANTA MONICA BLVD SUITE 2100 Los Angeles,CA90025 85-2303976	Investment	DE	NA	N/A
(36) MAKENA REAL ESTATE II LP 2755 Sand Hill Road Suite 200 Menlo Park,CA94025 98-1298071	Investment	CJ	NA	N/A
(37) D E SHAW ALL COUNTRY GLOBAL ALPHA LL 1166 AVENUE OF THE AMERICAS - 9TH F NEW YORK,NY10036 83-2024364	Investment	DE	SUTTER HLTH	N/A	64,140,317	479,696,965		No			No	99.999 %
(38) ICG SPECIAL OPPORTUNITIES FUND I LP 11111 SANTA MONICA BLVD SUITE 2100 LOS ANGELES,CA90025 86-3196460	Investment	DE	SUTTER HLTH	N/A	518,967	9,266,342		No			No	98.927 %
(39) TAP CMDITYBLDR FUND 257 PARK AVENUE SOUTH SUITE 7 NEW YORK,NY10010 27-4871720	INVESTMENT	NY	SUTTER HLTH	N/A	16,409,888	246,689,241		No			No	94.868 %
(40) MAKENA STRATEGIC OPPORTUNITIES FUND - SH 2755 SAND HILL ROAD SUITE 200 MENLO PARK,CA94025 84-4965838	INVESTMENT	DE	SUTTER HLTH	N/A	-1,680,246	118,927,776		No	-1,377,386	Yes		100.000 %
(41) SAN LEANDRO SURGERY CENTER 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 94-3215635	PATIENT CARE	CA	SUTTER HLTH	N/A
(42) SANTA ROSA SURGERY CENTER 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 62-1547691	PATIENT CARE	CA	NA	N/A
(43) AG NET LEASE REALTY FUND V-QTE LP 100 KING STREET WEST SUITE 6200 TORONTO,ONTARIOM5X 1B8 CA 98-1743643	INVESTMENT	CA	SUTTER HLTH	N/A	678	349,036		No			No	85.470 %

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) SUTTER HEALTH DEFERRED COMP PLANS' TRUST 2300 RIVER PLAZA DRIVE SACRAMENTO,CA95833 27-6851989	RABBI TRUST	CA	SUTTER HLTH	TRUST			100.000 %	Yes
(2) NORTHWOOD EUROPE TE FEEDER LP 1819 WAZEE ST 2ND FLOOR DENVER,CO80202 98-1272216	HOLDING COMPANY	CJ	SUTTER HLTH	C CORP			100.000 %	Yes
(3) HEALTH VENTURES INC 350 HAWTHORNE AVE OAKLAND,CA94609 94-2918780	HEALTH SERVICES	CA	SUTTER BH	C CORP				Yes
(4) WilSOP Segregated Portfolio 1 PO box 10008 Willow House Cricket SQ,grand caymanKY1-10001 CJ	INVESTMENT	CJ	SUTTER HLTH	C corp			76.000 %	Yes
(5) WilSOP Segregated Portfolio 2 PO box 10008 Willow House Cricket SQ,grand caymanKY1-10001 CJ	INVESTMENT	CJ	SUTTER HLTH	c corp			76.000 %	Yes
(6) BRIGADE LEVERAGED CAPITAL STRUCTURE OFFS ONE NEXUS WAY CAMANA BAY,GRAND CAYMANKY1-9005 CJ 98-1020330	Investment	CJ	SUTTER HLTH	C Corp			53.130 %	Yes
(7) AQR MULTI-STRATEGY FUND XXIII LP ONE GREENWICH PLAZA STE 130 GREENWICH,CT06830 98-1716386	INVESTMENT	CJ	SUTTER HLTH	C CORP			65.760 %	Yes

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

Yes

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) Apogee Surgery Center	o	2,727,102	FMV
(2) Apogee Surgery Center	q	8,184,669	FMV
(3) ASC Operators - East Bay LLC	l	686,934	FMV
(4) ASC Operators LLC	l	5,793,440	FMV
(5) ASC Operators-San Francisco LLC	l	655,454	FMV
(6) ASC Operators-San Francisco LLC	p	73,407	FMV
(7) ASC Operators-San Francisco LLC	q	560,624	FMV
(8) ASC Operators-San Luis Obispo LLC	l	1,386,743	FMV
(9) ASC Operators-San Luis Obispo LLC	q	277,905	FMV
(10) ASC Operators-San Luis Obispo LLC	s	1,670,845	FMV
(11) ASC Operators-Santa Rosa LLC	l	1,735,689	FMV
(12) ASC Operators-South Bay LLC	l	643,244	FMV
(13) Auburn Surgical Center LP	l	175,041	FMV
(14) Auburn Surgical Center LP	o	2,940,972	FMV
(15) Auburn Surgical Center LP	q	3,812,486	FMV
(16) California Pacific Medical Center Foundation	q	428,054	FMV
(17) Carlsbad Surgery Center LLC	l	721,917	FMV
(18) Carlsbad Surgery Center LLC	o	3,021,846	FMV
(19) Carlsbad Surgery Center LLC	p	133,570	FMV
(20) Carlsbad Surgery Center LLC	q	5,983,925	FMV
(21) Carlsbad Surgery Center LLC	s	568,028	FMV
(22) East Bay Endoscopy Center LP	o	2,241,428	FMV
(23) East Bay Endoscopy Center LP	q	3,183,031	FMV
(24) EHC Surgery Center LLC	q	500,363	FMV
(25) Fort Sutter Surgery Center LP	l	384,888	FMV
(26) Fort Sutter Surgery Center LP	o	13,729,583	FMV
(27) Fort Sutter Surgery Center LP	p	176,198	FMV
(28) Fort Sutter Surgery Center LP	q	24,892,160	FMV
(29) Golden Gate Endoscopy Center LLC	o	3,893,679	FMV
(30) Golden Gate Endoscopy Center LLC	q	6,830,345	FMV
(31) Health Ventures Inc	l	39,693	FMV
(32) Health Ventures Inc	p	2,627,303	FMV
(33) Health Ventures Inc	q	23,502,787	FMV
(34) Memorial Hospital Foundation	q	76,891	FMV
(35) Mills Peninsula Hospital Foundation	o	96,700	FMV
(36) Mills Peninsula Hospital Foundation	q	373,886	FMV
(37) North Bay Regional Surgery Center LLC	j	533,460	FMV
(38) North Bay Regional Surgery Center LLC	l	717,892	FMV
(39) North Bay Regional Surgery Center LLC	o	4,258,316	FMV
(40) North Bay Regional Surgery Center LLC	p	107,376	FMV
(41) North Bay Regional Surgery Center LLC	q	9,519,487	FMV
(42) Peninsula Endoscopy Center LLC	l	1,035,662	FMV
(43) Peninsula Endoscopy Center LLC	o	4,453,276	FMV
(44) Peninsula Endoscopy Center LLC	q	4,286,644	FMV
(45) Peninsula Eye Surgery Center LLC	o	3,289,353	FMV
(46) Peninsula Eye Surgery Center LLC	p	26,473	FMV
(47) Peninsula Eye Surgery Center LLC	q	10,550,257	FMV
(48) Presidio Surgery Center LLC	l	72,222	FMV
(49) Roseville Endoscopy Center LLC	l	961,187	FMV
(50) Roseville Endoscopy Center LLC	o	5,602,780	FMV
(51) Roseville Endoscopy Center LLC	p	90,262	FMV
(52) Roseville Endoscopy Center LLC	q	7,412,861	FMV
(53) Sacramento Surgery Center Associates LP	o	2,326,858	FMV
(54) Sacramento Surgery Center Associates LP	p	127,042	FMV
(55) Sacramento Surgery Center Associates LP	q	7,974,227	FMV
(56) San Francisco Endoscopy Center LLC	l	542,775	FMV
(57) San Francisco Endoscopy Center LLC	o	3,858,694	FMV
(58) San Francisco Endoscopy Center LLC	p	71,174	FMV
(59) San Francisco Endoscopy Center LLC	q	6,429,413	FMV
(60) San Francisco Endoscopy Center LLC	s	164,623	FMV
(61) San Leandro Surgery Center LP	l	980,900	FMV
(62) San Leandro Surgery Center LP	o	5,979,398	FMV
(63) San Leandro Surgery Center LP	p	54,537	FMV
(64) San Leandro Surgery Center LP	q	6,143,286	FMV
(65) San Luis Obispo Surgery Ctr LP	o	3,497,385	FMV
(66) San Luis Obispo Surgery Ctr LP	q	4,911,994	FMV
(67) Sansum Clinic	l	143,842	FMV
(68) Sansum Clinic	o	1,194,464	FMV
(69) Sansum Clinic	p	196,382	FMV
(70) Sansum Clinic	q	39,944,759	FMV
(71) Sansum Clinic	r	10,000,000	FMV
(72) Santa Barbara Endoscopy Ctr LLC	o	1,251,345	FMV
(73) Santa Barbara Endoscopy Ctr LLC	q	1,384,093	FMV
(74) Santa Rosa Surgery Center LP	l	386,721	FMV
(75) Santa Rosa Surgery Center LP	o	13,860,340	FMV
(76) Santa Rosa Surgery Center LP	p	76,726	FMV
(77) Santa Rosa Surgery Center LP	q	21,683,811	FMV
(78) South Placer Surgery Center LP	l	232,608	FMV
(79) South Placer Surgery Center LP	o	6,316,872	FMV
(80) South Placer Surgery Center LP	p	506,502	FMV
(81) South Placer Surgery Center LP	q	15,781,691	FMV
(82) Sutter Alhambra Surgery Center LP	l	108,317	FMV
(83) Sutter Alhambra Surgery Center LP	o	4,924,408	FMV
(84) Sutter Alhambra Surgery Center LP	p	308,986	FMV
(85) Sutter Alhambra Surgery Center LP	q	12,083,800	FMV
(86) Sutter Amador Surgery Center LLC	a	398,135	FMV
(87) Sutter Amador Surgery Center LLC	l	247,097	FMV
(88) Sutter Amador Surgery Center LLC	o	1,395,546	FMV
(89) Sutter Amador Surgery Center LLC	q	1,318,821	FMV
(90) Sutter Bay Hospitals	j	127,399	FMV
(91) Sutter Bay Hospitals	i	1,171,830	FMV
(92) Sutter Bay Hospitals	l	692,311,431	FMV
(93) Sutter Bay Hospitals	o	18,703,109	FMV
(94) Sutter Bay Hospitals	p	1,299,564,394	FMV
(95) Sutter Bay Hospitals	q	3,641,771,058	FMV
(96) Sutter Bay Hospitals	s	3,215,001,605	FMV
(97) Sutter Bay Medical Foundation	c	360,337	FMV
(98) Sutter Bay Medical Foundation	i	19,445,689	FMV
(99) Sutter Bay Medical Foundation	j	654,021	FMV
(100) Sutter Bay Medical Foundation	l	352,656,416	FMV
(101) Sutter Bay Medical Foundation	m	884,718	FMV
(102) Sutter Bay Medical Foundation	o	4,793,077	FMV
(103) Sutter Bay Medical Foundation	p	253,772,119	FMV
(104) Sutter Bay Medical Foundation	q	1,460,572,937	FMV
(105) Sutter Bay Medical Foundation	r	363,530	FMV
(106) Sutter Bay Medical Foundation	s	1,233,308,000	FMV
(107) Sutter Coast Hospital	l	15,740,981	FMV
(108) Sutter Coast Hospital	o	1,013,538	FMV
(109) Sutter Coast Hospital	p	2,232,936	FMV
(110) Sutter Coast Hospital	q	66,164,450	FMV
(111) Sutter Coast Hospital	s	70,500,000	FMV
(112) Sutter Community Health	l	279,989	FMV
(113) Sutter Community Health	q	842,102	FMV
(114) Sutter Fairfield Surgery Center LLC	l	984,635	FMV
(115) Sutter Fairfield Surgery Center LLC	o	284,690	FMV
(116) Sutter Fairfield Surgery Center LLC	q	6,047,191	FMV
(117) Sutter Health Alliance	j	248,991	FMV
(118) Sutter Health Alliance	l	6,934,871	FMV
(119) Sutter Health Alliance	o	2,070,380	FMV
(120) Sutter Health Alliance	p	1,569,535	FMV
(121) Sutter Health Alliance	q	84,649,305	FMV
(122) Sutter Health Pacific	q	3,634,211	FMV
(123) Sutter Health Pacific	r	4,000,000	FMV
(124) Sutter Health Pacific	s	2,200,000	FMV
(125) Sutter Insurance Services Corporation	l	8,974,779	FMV
(126) Sutter Insurance Services Corporation	p	9,831,193	FMV
(127) Sutter Insurance Services Corporation	q	5,003,015	FMV
(128) Sutter Medical Center Foundation	q	70,753	FMV
(129) Sutter Roseville Medical Center Foundation	q	61,894	FMV
(130) Sutter Valley Hospitals	b	187,123	FMV
(131) Sutter Valley Hospitals	i	21,060	FMV
(132) Sutter Valley Hospitals	l	560,396,177	FMV
(133) Sutter Valley Hospitals	o	16,520,782	FMV
(134) Sutter Valley Hospitals	p	523,591,242	FMV
(135) Sutter Valley Hospitals	q	2,826,249,532	FMV
(136) Sutter Valley Hospitals	s	3,187,200,000	FMV
(137) Sutter Valley Medical Foundation	l	192,665,963	FMV
(138) Sutter Valley Medical Foundation	m	1,319,366	FMV
(139) Sutter Valley Medical Foundation	o	15,120,796	FMV
(140) Sutter Valley Medical Foundation	p	134,035,464	FMV
(141) Sutter Valley Medical Foundation	q	726,699,211	FMV
(142) Sutter Valley Medical Foundation	r	40,000,000	FMV
(143) Sutter Valley Medical Foundation	s	495,800,000	FMV
(144) Sutter Visiting Nurse Association and Hospice	j	88,599	FMV
(145) Sutter Visiting Nurse Association and Hospice	l	35,893,281	FMV
(146) Sutter Visiting Nurse Association and Hospice	m	8,063,639	FMV
(147) Sutter Visiting Nurse Association and Hospice	o	3,528,246	FMV
(148) Sutter Visiting Nurse Association and Hospice	p	3,583,064	FMV
(149) Sutter Visiting Nurse Association and Hospice	q	329,966,331	FMV
(150) The Surgery Center of ABSMC LLC	l	1,314,303	FMV
(151) The Surgery Center of ABSMC LLC	q	275,042	FMV
(152) Walnut Creek Endoscopy Center LLC	o	1,961,514	FMV
(153) Walnut Creek Endoscopy Center LLC	q	3,051,733	FMV

Schedule R (Form 990) (Rev. 1-2025)

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No