Civic Intelligence

Palo Alto Medical Foundation

990T • Fiscal year 2021 • EIN 94-1156581

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileWWW.SUTTERHEALTH.ORG

View Organization Page

C/O Sh Tax 2200 River Plaza DriveSacramento, CA 95833

(916) 286-6665

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2010: $1,060,828,791Liabilities 2010: $401,346,309Net Assets 2010: $659,482,4822010Assets 2011: $1,087,802,514Liabilities 2011: $426,273,079Net Assets 2011: $661,529,4352011Assets 2012: $1,205,861,646Liabilities 2012: $433,091,329Net Assets 2012: $772,770,3172012Assets 2013: $1,498,067,689Liabilities 2013: $820,386,039Net Assets 2013: $677,681,6502013Assets 2014: $1,507,737,319Liabilities 2014: $820,936,498Net Assets 2014: $686,800,8212014Assets 2015: $1,493,297,907Liabilities 2015: $829,497,898Net Assets 2015: $663,800,0092015Assets 2016: $1,660,807,582Liabilities 2016: $850,778,626Net Assets 2016: $810,028,9562016Assets 2017: $1,608,618,203Liabilities 2017: $865,169,260Net Assets 2017: $743,448,9432017Assets 2018: $1,670,635,042Liabilities 2018: $887,458,482Net Assets 2018: $783,176,5602018Assets 2019: $1,912,358,726Liabilities 2019: $1,168,487,706Net Assets 2019: $743,871,0202019Assets 2020: $2,416,443,020Liabilities 2020: $765,219,399Net Assets 2020: $1,651,223,6212020Assets 2021: $1,865,598,400Liabilities 2021: $690,733,092Net Assets 2021: $1,174,865,3082021Assets 2022: $1,877,171,234Liabilities 2022: $722,183,498Net Assets 2022: $1,154,987,7362022Assets 2023: $2,091,271,174Liabilities 2023: $900,926,124Net Assets 2023: $1,190,345,0502023Assets 2024: $2,487,159,142Liabilities 2024: $1,037,347,808Net Assets 2024: $1,449,811,3342024

Latest loaded filing

2024

Assets$2,487,159,142
Liabilities$1,037,347,808
Net Assets$1,449,811,334
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0B$4.0B$2.0B$0-$2.0BExpenses 2010: $1,191,512,7622010Expenses 2011: $1,303,074,7382011Expenses 2012: $1,358,082,3312012Revenue 2013: $1,658,618,047Expenses 2013: $1,463,543,445Net Income 2013: $195,074,6022013Revenue 2014: $1,762,611,919Expenses 2014: $1,584,396,619Net Income 2014: $178,215,3002014Revenue 2015: $1,939,670,412Expenses 2015: $1,779,028,063Net Income 2015: $160,642,3492015Revenue 2016: $2,081,595,865Expenses 2016: $1,935,977,786Net Income 2016: $145,618,0792016Revenue 2017: $2,350,929,777Expenses 2017: $2,277,471,686Net Income 2017: $73,458,0912017Revenue 2018: $2,823,585,929Expenses 2018: $2,764,747,235Net Income 2018: $58,838,6942018Revenue 2019: $2,934,560,747Expenses 2019: $2,892,406,350Net Income 2019: $42,154,3972019Revenue 2020: $2,837,952,414Expenses 2020: $2,890,589,245Net Income 2020: -$52,636,8312020Revenue 2021: $3,071,017,018Expenses 2021: $3,077,801,506Net Income 2021: -$6,784,4882021Revenue 2022: $3,236,714,493Expenses 2022: $3,133,944,611Net Income 2022: $102,769,8822022Revenue 2023: $3,512,110,848Expenses 2023: $3,448,939,377Net Income 2023: $63,171,4712023Revenue 2024: $4,059,293,628Expenses 2024: $3,991,034,409Net Income 2024: $68,259,2192024

Latest loaded filing

2024

Revenue$4,059,293,628
Expenses$3,991,034,409
Net Income$68,259,219
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Sutter Bay Medical Foundation
EIN
94-1156581
In Care Of
% JONATHAN ZACHRESON
Phone
9162866665
Address
C/O SH TAX 2200 RIVER PLAZA DRIVE, SACRAMENTO, CA 95833

Signing Officer

Name
Elizabeth Vilardo-morgan Md
Title
CFO
Phone
9162866665
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606
Preparer
Emily Upstrom
Phone
4142748740
Raw XML Appendix100 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JONATHAN ZACHRESON
IRS990T/BooksInCareOfDetail/PhoneNum09162866665
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt09100 FOOTHILLS BLVD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0ROSEVILLE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd095747
IRS990T/BookValueAssetsEOYAmt01865598400
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt07282
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt026501
IRS990T/OverpaymentSection/OverpaymentAmt026501
IRS990T/ParentCorporationEIN0942788907
IRS990T/ParentCorporationName/BusinessNameLine1Txt0SUTTER HEALTH
IRS990T/PriorYearOverpaymentCreditAmt040054
IRS990T/PrntCorporationNameControlTxt0SUTT
IRS990TScheduleA/CostOfGoodsSoldAmt020428
IRS990TScheduleA/EmployeeBenefitProgramAmt01166
IRS990TScheduleA/GrossProfitAmt017721
IRS990TScheduleA/GrossReceiptsOrSalesAmt038149
IRS990TScheduleA/ItmzdSupplementalInfoGrp/ExplanationTxt0CHANGE TO 2-DIGIT NAICS CODE FYE: DECEMBER 31, 2021 IN THE PRIOR TAX YEAR, SUTTER BAY MEDICAL FOUNDATION REPORTED ITS PARTNERSHIP INCOME FROM QUALIFIED INVESTMENT ACTIVITIES AS AN UNRELATED TRADE OR BUSINESS UNDER NAICS CODE 52 (SEQUENCE NUMBER 1). ALTHOUGH, NAICS CODE RULES ARE NOT APPLICABLE TO QUALIFIED INVESTMENT ACTIVITIES UNDER THE FINAL 512 (A)(6) REGULATIONS, THIS CODE WAS ENTERED IN ORDER FOR THE RETURN TO BE E-FILED THROUGH THE IRS MEF SYSTEM WITHOUT ERRORS. HOWEVER, FOR THE CURRENT TAX YEAR, THE ORGANIZATION IS REPORTING ITS UNRELATED PARTNERSHIP ACTIVITY FROM INVESTMENT ACTIVITIES USING THE 6-DIGIT NON NAICS BUSINESS ACTIVITY CODE 901101. THE IRS HAS PROVIDED THESE NON NAICS CODES SPECIFICALLY FOR USE ON THE 990-T TO IDENTIFY VARIOUS TYPES OF INVESTMENTS UNDER SECTION 512 (A)(6) WITHOUT REGARD TO THE SPECIFIC TRADE OR BUSINESS THE PARTNERSHIP IS ENGADED IN.
IRS990TScheduleA/ItmzdSupplementalInfoGrp/LineNum00
IRS990TScheduleA/ItmzdSupplementalInfoGrp/PartNum0SCHEDULE A: PSHIP INV - BOX C
IRS990TScheduleA/NetGrossReceiptsOrSalesAmt038149
IRS990TScheduleA/OtherDeductionsAmt0203
IRS990TScheduleA/OthInventoryValuationMethodCd0OTHER APPROVED METHOD
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/PrincipalBusinessActivityCd1450000
IRS990TScheduleA/PurchasesAmt020428
IRS990TScheduleA/SalariesAndWagesAmt01891
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalCostGoodsSoldAmt020428
IRS990TScheduleA/TotalDeductionsAmt03260
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt058359
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt058359
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt117721
IRS990TScheduleA/TotUnrltTrdBusIncmAmt058359
IRS990TScheduleA/TotUnrltTrdBusIncmAmt117721
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT INCOME
IRS990TScheduleA/TradeOrBusinessDesc1HMR INTERNET SALES
IRS990TScheduleA/UBIBeforeNOLDedAmt058359
IRS990TScheduleA/UBIBeforeNOLDedAmt114461
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt058359
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt114461
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0true
IRS990T/TaxableCorporationAmt013553
IRS990T/TaxLessCreditsAmt013553
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt040054
IRS990T/TotalTaxAmt013553
IRS990T/TotalTaxComputationAmt013553
IRS990T/TotalUBTIAmt064538
IRS990T/TotalUBTIBeforeNOLSpecificAmt065538
IRS990T/TotalUBTIBeforeSection199AAmt065538
IRS990T/TotalUBTIComputedAmt072820
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH VILARDO-MORGAN MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09162866665
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUTTER BAY MEDICAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUTT
ReturnHeader/Filer/EIN0941156581
ReturnHeader/Filer/InCareOfNm0% JONATHAN ZACHRESON
ReturnHeader/Filer/PhoneNum09162866665
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SH TAX 2200 RIVER PLAZA DRIVE
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095833
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum04142748740
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Emily Upstrom
ReturnHeader/ReturnTs02022-11-18T17:14:28-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Brian
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Dean
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,487$1,037$1,450$4,059$3,991$68.3
2023Detailed filing. Detailed filing data is available for this year.$2,091$901$1,190$3,512$3,449$63.2
2022Detailed filing. Detailed filing data is available for this year.$1,877$722$1,155$3,237$3,134$103
2021Detailed filing. Detailed filing data is available for this year.$1,866$691$1,175$3,071$3,078$6.78
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$2,416$765$1,651$2,838$2,891$52.6
2019Detailed filing. Detailed filing data is available for this year.$1,912$1,168$744$2,935$2,892$42.2
2018Detailed filing. Detailed filing data is available for this year.$1,671$887$783$2,824$2,765$58.8
2017Detailed filing. Detailed filing data is available for this year.$1,609$865$743$2,351$2,277$73.5
2016Summary only. Only limited summary data is available for this year.$1,661$851$810$2,082$1,936$146
2015Detailed filing. Detailed filing data is available for this year.$1,493$829$664$1,940$1,779$161
2014Detailed filing. Detailed filing data is available for this year.$1,508$821$687$1,763$1,584$178
2013Detailed filing. Detailed filing data is available for this year.$1,498$820$678$1,659$1,464$195
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,206$433$773$1,358
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,088$426$662$1,303
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,061$401$659$1,192