SACRAMENTO, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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 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.
THE FOLLOWING INDIVIDUALS RECEIVED Severance PAYMENTS DURING THE YEAR: James Conforti: $ 1,599,998 Theresa Frei: $ 483,547 SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: THE PURPOSE OF THE...
THE FOLLOWING INDIVIDUALS RECEIVED Severance PAYMENTS DURING THE YEAR: James Conforti: $ 1,599,998 Theresa Frei: $ 483,547 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 12% OF BASE SALARY PLUS ANNUAL INCENTIVE PLAN AWARD (COMMENSURATE WITH MANAGEMENT LEVEL). CONTRIBUTIONS ARE ALSO MADE FOR A SMALL GROUP OF SENIOR LEVEL EXECUTIVES WHOSE ESTIMATED RETIREMENT BENEFIT (SOCIAL SECURITY PLUS QUALIFIED PLAN BENEFITS PLUS 457F) FALLS BELOW 50% - 65% OF FINAL 4-YEAR AVERAGE BASE SALARY WHEN RETIRING AT AGE 65 WITH 22.5 YEARS OF SERVICE. TARGET BENEFIT LEVELS ARE DISCOUNTED FOR YEARS OF SERVICE LESS THAN 22.5 AT AGE 65. UNLIKE SUTTER HEALTH'S QUALIFIED PENSION PLAN WHERE EMPLOYEE BENEFITS ARE GUARANTEED (I.E., A DEFINED BENEFIT), SUTTER'S NON-QUALIFIED PLAN BENEFITS ARE NOT GUARANTEED BY SUTTER HEALTH. INVESTMENT RISK IS BORNE BY PARTICIPANTS AND BENEFITS ARE NOT PROTECTED SHOULD SUTTER HEALTH BECOME INSOLVENT.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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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