SUTTER HEALTH ALLIANCE (FKA SUTTER HEALTH PLAN) (EIN 461183948) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

APARNA ABBURI

Phone

9162866665

Tax Period

2024-01-01 to 2024-12-31

SUTTER HEALTH ALLIANCE (FKA SUTTER HEALTH PLAN), founded in 2012, is a major nonprofit in the Health Care sector that reported $837.8M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $836,321,727

Investment Income $1,516,746

Other Revenue $10,059

TOTAL REVENUE $837,848,532

Expense Breakdown

Grants Paid $136,000

Salaries & Benefits $16,100,881

Fundraising Expenses $0

Program Expenses $792,464,942

Other Expenses $811,525,051

TOTAL EXPENSES $827,761,932

Year-over-Year Comparison

	2024	2023	Change
Revenue	$837,848,532	$710,850,630	+0.2%
Expenses	$827,761,932	$700,184,338	+0.2%
Net Income	$10,086,600	$10,666,292	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$4,658,289

Total Directors

$5,284,700

Key Employees

$1,144,778

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Conrad Vial MD	SVP, SH Network President	1.0	Director	$0	$299,504	$2,848,299
Phil Jackson	CEO, HPP, PRES SHA (PT-YR)	2.0	Officer Director	$0	$150,426	$1,817,123
Peter Bergamo	SH VP,CGO & INTERIM PRES SHA	1.0	Officer	$0	$292,672	$837,621
Rebecca Alvarado	CFO, SHA (pt-yr)	1.0	Officer	$0	$215,450	$662,676
Gretchen Lachance	DEPUTY COUNS, Ins Prod/Sec SHA	1.0	Officer	$0	$206,217	$631,150
Dominic Nakis	SH Interim CFO	1.0	Director	$0	$0	$619,278
Robert J Carnaroli	SH VP, SALES & REL MGMT, HPP	0.0	Key Emp	$0	$77,597	$618,503
MICHAEL POOLE	SH VP, OPERATIONS, SHA	40.0	Key Emp	$358,910	$167,365	$526,275
APARNA ABBURI	SVP POP H&H PLN/PRES SHA PT-YR	1.0	Officer	$0	$8,073	$458,112
JILL A GLENN	DIRECTOR, CASE MANAGEMENT	40.0	Highest	$318,091	$82,652	$400,743
Anthony Pellerin	Executive, Business Systems	40.0	Highest	$285,353	$89,847	$375,200
Susan N Stephenson	DIR, QUALITY & PATIENT SAFETY	40.0	Highest	$293,025	$80,175	$373,200
Larisa Collins	Manager, Case Mgmt	40.0	Highest	$276,776	$83,254	$360,030
Teri Davis	Account Manager III	40.0	Highest	$269,074	$25,706	$294,780
Michael Sheils	CFO, INSUR PROD & SHA (PT-YR)	1.0	Officer	$0	$127,409	$251,607
Frances Cairns	Director	1.0	Director	$0	$0	$0
Dave Comerchero	Director	1.0	Director	$0	$0	$0
Cathy Eddy	Director, Chair	2.0	Officer Director	$0	$0	$0
Viva Ettin MD	Director	1.0	Director	$0	$0	$0
Christine Griger MD	Director, Chair Finance & Plan	2.0	Officer Director	$0	$0	$0
Ken Provencher	Director	1.0	Director	$0	$0	$0
Charles Sted	Director	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$837,848,532	$827,761,932	$293,849,584	$10,086,600
2023	$710,850,630	$700,184,338	$191,334,683	$10,666,292
2022	$652,440,680	$641,238,120	$170,197,585	$11,202,560
2021	$619,408,553	$620,942,211	$169,138,076	$-1,533,658
2020	$589,661,573	$576,856,594	$155,751,979	$12,804,979
2019	$533,987,669	$509,633,556	$132,507,976	$24,354,113
2018	$451,186,584	$467,305,368	$95,180,080	$-16,118,784

SUTTER HEALTH ALLIANCE (FKA SUTTER HEALTH PLAN)