SUTTER VALLEY MEDICAL FOUNDATION

EIN: 680273974 501(c)(3) Health Care

SACRAMENTO, CA

Total Revenue
$2,012,471,377
Total Expenses
$1,895,336,160
Total Assets
$680,595,696
Net Assets
$232,278,865
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
CA
Principal Officer
TODD SMITH MD
Phone
9162866665
Tax Period
2023-01-01 to 2023-12-31

SUTTER VALLEY MEDICAL FOUNDATION, founded in 1992, is a large national nonprofit in the Health Care sector that reported $2.0B in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $1.9B left a modest 6% surplus.

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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $11,571,755
Program Service Revenue $1,996,672,197
Investment Income $3,562,575
Other Revenue $664,850
TOTAL REVENUE $2,012,471,377

Expense Breakdown

Grants Paid $31,891
Salaries & Benefits $492,564,024
Fundraising Expenses $334,537
Program Expenses $1,784,906,641
Other Expenses $1,402,740,245
TOTAL EXPENSES $1,895,336,160

Year-over-Year Comparison

2023 2022 Change
Revenue $2,012,471,377 $1,851,192,952 +0.1%
Expenses $1,895,336,160 $1,739,326,362 +0.1%
Net Income $117,135,217 $111,866,590 +0.0%
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

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Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
15
Independent Members
12
Employees
4382
Volunteers
36

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
8
$8,193,444
Total Directors
19
$17,134,403
Key Employees
5
$4,571,817
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Warner Thomas President & CEO, SH 2.0
Director
$0 $2,791,767 $11,497,041
James Conforti Former Interim Pres & CEO, SH 0.0
$0 $0 $6,356,149
Theresa Frei CEO/PRES/Asst Sec, SVMF(PT-YR) 4.0
Officer Director
$0 $138,529 $2,403,304
Dominic Nakis SH Interim CFO 2.0
Officer
$0 $0 $1,353,843
Rachael McKinney President, Sacramento Market 0.0
Key Emp
$0 $114,874 $1,241,936
Todd Smith MD SVP, Chief Phys Ex/PRES(PT-YR) 4.0
Officer Director
$0 $108,041 $1,220,510
Mark Sevco SVP, COO/Asst Sec (pt-yr) 4.0
Officer Director
$0 $17,195 $1,166,979
Eugene Patrizio President, Central Valley Mkt 0.0
Key Emp
$0 $104,842 $1,150,211
Gary Zufelt CEO, Ambulatory-Sacramento Mkt 0.0
Key Emp
$0 $97,719 $1,032,474
Peter Hull MD CMO, Sacramento Market/Chair 4.0
Officer Director
$0 $58,076 $789,103
Suheir Haddad CFO Valley Area - SVMF (PT-YR) 2.0
Officer
$0 $78,430 $748,514
Michael D Marino SH VP, HR Central Valley Mkt 0.0
Key Emp
$0 $56,656 $589,334
Colleen J Koscki SH VP, HR Sacramento Market 0.0
Key Emp
$0 $54,178 $557,862
Benjamin Kirk SH VP, Legal Ops, Valley/SEC 2.0
Officer
$0 $116,296 $511,191
Patrina White CEO, SSCD/SCAH 0.0
$0 $63,360 $482,006
Ahmad Al-Basheer Director, Physics 40.0
Highest
$351,119 $96,934 $448,053
Sandi Adams Executive, Service Line 40.0
Highest
$301,182 $80,230 $381,412
Asaad Abdelmalek Executive, Service Line 40.0
Highest
$280,519 $84,183 $364,702
Trudy Fidler Executive, Lab Services 40.0
Highest
$284,316 $78,207 $362,523
Chuan Wu Chief Physicist 40.0
Highest
$283,929 $29,743 $313,672
Rishi Menon MD Director, Medical Affairs 2.0
Director
$0 $446 $29,966
I-Mei Hsiu MD DIRECTOR & SH BOARD 2.0
Director
$0 $0 $27,500
Timothy Byrd Director 2.0
Director
$0 $0 $0
Benjamin Duran Director 2.0
Director
$0 $0 $0
Viva Ettin MD Director 2.0
Director
$0 $0 $0
Bronwyn Fields RN Director 2.0
Director
$0 $0 $0
Dan Flores Chair Finance & Planning 4.0
Officer Director
$0 $0 $0
Duke Leffler Director 2.0
Director
$0 $0 $0
Maria Pallavicini Director 2.0
Director
$0 $0 $0
Stephen Peters MD Director 2.0
Director
$0 $0 $0
Leticia Robles Director 2.0
Director
$0 $0 $0
Kurt Shuler MD Director 2.0
Director
$0 $0 $0
Jerry Tokunaga Director 2.0
Director
$0 $0 $0
Michael Yacob Director 2.0
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 No data No data No data No data
2023 $2,012,471,377 $1,895,336,160 $680,595,696 $117,135,217
2022 $1,851,192,952 $1,739,326,362 $722,732,834 $111,866,590
2021 $1,807,122,099 $1,726,137,957 $666,026,093 $80,984,142
2020 $1,657,367,749 $1,656,760,989 $896,771,770 $606,760
2019 $1,640,960,842 $1,632,635,118 $657,737,276 $8,325,724
2018 $1,546,902,675 $1,543,261,185 $559,979,941 $3,641,490
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