SUTTER HEALTH ALLIANCE (FKA SUTTER… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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.

Program Service Accomplishments

Program 1

Expenses: $792,464,942 Revenue: $836,321,727

PROGRAM SERVICE ACCOMPLISHMENTS: Sutter Health Alliance (formally known as Sutter Health Plan) is an affiliate of the Sutter Health system, a comprehensive network providing integrated care to more than 3 million patients annually through a network of hospitals, medical foundations, urgent and walk-in care centers, home health and hospice services. The Sutter Health system relies on the dedication of more than 85,000 clinicians, nurses, employees and volunteers to deliver high quality and affordable care to more than 100 communities. We believe that all people deserve access to excellent medical care-whoever they are and wherever they live. Sutter Health doctors, hospitals and other caregivers partner with each other to advance our medical services and increase patients' access to them. The primary purpose of Sutter Health Alliance is to improve the health of the community by increasing access to Sutter Health's network of high-quality doctors, hospitals and other health care services. The health plan promotes affordability through the delivery of cost-effective health care services; this includes partnering with our provider network to improve quality and reduce costs. Sutter Health Alliance is licensed by the Department of Managed Health Care as a Knox-Keene health maintenance organization with plan coverage beginning in January 2014. Sutter Health Alliance members are assigned primary care providers exclusively with physicians through related Sutter Health tax-exempt medical foundations. Sutter Health Alliance develops its plan products under a not-for-profit mission with a commitment to provide affordably priced HMO health plans in accordance with Patient Protection and Affordable Care Act and federal guidelines that allow Northern California's socially and economically diverse communities to access high quality and accessible care at Sutter Health's network of doctors and hospitals. Sutter Health Alliance participates in activities designed to promote the general health of communities, promotes and encourages advancement and improvement of high-quality and cost-effective health care services; and facilitates the interchange of ideas among health care service organizations and communities served.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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)