SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
SUTTER VALLEY HOSPITALS
 
Employer identification number

94-1156621
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)CALIFORNIA PACIFIC MEDICAL CTR FOUND
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
94-2728423
FUNDRAISING CA 501(C)(3) 7 SUTTER BH
 
Yes
 
(2)EAST BAY PERINATAL CENTER
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
51-0172285
HEALTHCARE CA 501(C)(3) 3 SUTTER EBH
 
Yes
 
(3)MEMORIAL HOSPITAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
94-2290244
FUNDRAISING CA 501(C)(3) 12A - I SUTTER VH
 
Yes
 
(4)MILLS-PENINSULA HOSPITAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
23-7288765
FUNDRAISING CA 501(C)(3) 7 SUTTER BH
 
Yes
 
(5)SAMUEL MERRITT UNIVERSITY
450 30TH STREET STE 2840

OAKLAND,CA94609
94-2992642
UNIVERSITY CA 501(C)(3) 2 SUTTER EBH
 
Yes
 
(6)SUTTER AUBURN FAITH HOSPITAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
94-2594966
FUNDRAISING CA 501(C)(3) 7 SUTTER VH
 
Yes
 
(7)SUTTER BAY HOSPITALS
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
94-0562680
HOSPITAL CA 501(C)(3) 3 SUTTER HLTH
 
Yes
 
(8)SUTTER BAY MEDICAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
94-1156581
HEALTHCARE CA 501(C)(3) 3 SUTTER HLTH
 
Yes
 
(9)SUTTER COAST HOSPITAL
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
94-2988520
HOSPITAL CA 501(C)(3) 3 SUTTER HLTH
 
Yes
 
(10)SUTTER DAVIS HOSPITAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
68-0217870
FUNDRAISING CA 501(C)(3) 7 SUTTER VH
 
Yes
 
(11)SUTTER HEALTH
2200 RIVER PLAZA DRIVE

SACRAMENTO,CA95833
94-2788907
SUPPORTING OR CA 501(C)(3) 12C III-FI NA
 
 
No
(12)SUTTER HEALTH PACIFIC
91-2301 FT WEAVER RD

EWA BEACH,HI96706
99-0298651
HOSPITAL CA 501(C)(3) 3 SUTTER HLTH
 
Yes
 
(13)SUTTER HEALTH PLAN
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
46-1183948
HEALTH PLAN CA 501(C)(4) N/A SUTTER HLTH
 
Yes
 
(14)SUTTER INSURANCE SERVICES CORPORATION
745 FORT STREET SUITE 1100

HONOLULU,HI96813
99-0289310
INSURANCE SER HI 501(C)(3) 12C III-FI SUTTER HLTH
 
Yes
 
(15)SUTTER MEDICAL CENTER FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
94-2788906
FUNDRAISING CA 501(C)(3) 7 SUTTER VH
 
Yes
 
(16)SUTTER ROSEVILLE MEDICAL CTR FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
68-0040113
FUNDRAISING CA 501(C)(3) 7 SUTTER VH
 
Yes
 
(17)SUTTER SOLANO CHARITABLE FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
94-2668262
FUNDRAISING CA 501(C)(3) 7 SUTTER VH
 
Yes
 
(18)Sutter Valley Medical Foundation
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
68-0273974
HEALTHCARE CA 501(C)(3) 3 SUTTER HLTH
 
Yes
 
(19)Sutter Visiting Nurse Association and Ho
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
94-6068843
Healthcare CA 501(C)(3) 10 Sutter Hlth
 
Yes
 
(20)Tracy Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
68-0318845
Fundraising CA 501(c)(3) 12A-I Sutter VH
 
Yes
 
(21)BETTER HEALTH EAST BAY FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DR

SACRAMENTO,CA95833
51-0160184
FUNDRAISING CA 501(C)(3) 7 SUTTER BH
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Page 2
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) SURGERY CENTER OF ALTA BATES SMC

3875 TELEGRAPH
OAKLAND,CA94609
47-0946086
PATIENT CARE CA NA
 
                 
(2) ALTA CT SERVICES LP

175 LENNON
WALNUT CREEK,CA94598
94-3083464
PATIENT CARE CA NA
 
                 
(3) CALIFORNIA PACIFIC ADV IMAGING LLC

PO BOX 6102
NOVATO,CA94598
56-2311840
PATIENT CARE DE NA
 
                 
(4) SAN FRANCISCO ENDOSCOPY CENTER

2200 RIVER PLAZA DRIVE
SACRAMENTO,CA95833
91-2160588
PATIENT CARE CA NA
 
                 
(5) PRESIDIO SURGERY CENTER LLC

1635 DIVISADERO
SAN FRANCISCO,CA94115
32-0144060
PATIENT CARE CA NA
 
                 
(6) SUTTER FAIRFIELD SURGERY CENTER LLC

2200 RIVER PLAZA DRIVE
SACRAMENTO,CA95833
30-0233892
PATIENT CARE CA NA
 
                 
(7) SUTTER AMADOR SURGERY CENTER LLC

2200 RIVER PLAZA DRIVE
SACRAMENTO,CA95833
46-1398093
PATIENT CARE CA SVH
 
RELATED -116,332 838,019   No 0 Yes   32.000 %
(8) ROSEVILLE ENDOSCOPY CENTER

2200 RIVER PLAZA DRIVE
SACRAMENTO,CA95833
87-0710513
PATIENT CARE CA SVH
 
RELATED 614,202 405,937   No 0 Yes   11.000 %
(9) STANISLAUS SURGICAL HOSPITAL LLC

1421 OAKDALE ROAD
MODESTO,CA95355
91-1754157
PATIENT CARE CA SVH
 
RELATED -70,912 33,594,913   No 0 Yes   20.002 %
(10) MEMORIAL MEDICAL BUILDING 1

1800 COFFEE RD 76
MODESTO,CA95355
77-0234236
OFFICE RENTAL CA SVH
 
RELATED 249,753 1,270,517   No 0 Yes   75.039 %
(11) MEMORIAL MEDICAL BUILDING 2

1800 COFFEE RD 76
MODESTO,CA95355
77-0287288
OFFICE RENTAL CA SVH
 
RELATED 67,651 0   No 0 Yes   96.904 %
(12) MAGNETIC IMAGING AFFILIATES LLC

2125 OAK GROVE ROAD
WALNUT CREEK,CA94598
47-3696091
PATIENT CARE CA NA
 
                 
(13) ASC OPERATORS - SANTA ROSA LLC

2200 RIVER PLAZA DRIVE
SACRAMENTO,CA95833
26-3386169
CARE MANAGEME CA NA
 
                 
(14) ASC OPERATORS - SAN LUIS OBISPO LLC

2200 RIVER PLAZA DRIVE
SACRAMENTO,CA95833
27-2673776
CARE MANAGEME CA NA
 
                 
(15) ICG CREDIT OPPORTUNITIES FUND LP

11111 SANTA MONICA BLVD SUITE 2100
LOS ANGELES,CA90025
81-4220441
INVESTMENTS CA NA
 
                 
(16) LA JOLLA ORTHOPEDIC SURGERY CENTER LLC

4120 LA JOLLA VILLAGE DRIVE
LA JOLLA,CA92037
36-4397467
PATIENT CARE CA NA
 
                 
(17) CARLSBAD SURGERY CENTER LLC

6121 PASEO DEL NORTE STE 100
CARLSBAD,CA92011
20-1413484
PATIENT CARE CA NA
 
                 
(18) COAST CTR FOR ORTHOPEDIC & ARTHROSCOPIC

3444 KEARNY VILLA ROAD
SAN DIEGO,CA92123
33-0839637
PATIENT CARE CA NA
 
                 
(19) OTAY LAKES SURGERY CENTER LLC

955 LANE AVE SUITE 100
CHULA VISTA,CA91914
20-0794766
PATIENT CARE CA NA
 
                 
(20) MADISON INTERNATIONAL GLOBAL VALUE REAL

410 PARK AVENUE 10TH FLOOR
NEW YORK,NY10022
98-1310251
INVESTMENTS NY NA
 
                 
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) SUTTER HEALTH DEFERRED COMP PLANS' TRUST

2200 RIVER PLAZA DRIVE
SACRAMENTO,CA95833
27-6851989
RABBI TRUST CA NA
 
TRUST       Yes  
(2) NORTHWOOD EUROPE TE FEEDER LP

1819 WAZEE ST 2ND FLOOR
DENVER,CO90202
98-1272216
HOLDING COMPANY CJ NA
 
C CORP       Yes  
(3) Lyxsop Segregated Portfolio 1

PO box 10008
Willow House Cricket Square,grand caymanKY1-10001
CJ
InVESTMENT CJ N/A
C corp       Yes  
(4) Lyxsop Segregated Portfolio 2

PO box 10008
Willow House Cricket Square,grand caymanKY1-10001
CJ
INVESTMENT CJ N/A
c corp       Yes  






Schedule R (Form 990) 2019
Page 3
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Sutter Insurance Services Corporation

P 18,086,913 FMV
(2) Memorial Hospital Foundation

Q 314,017 FMV
(3) Memorial Hospital Foundation

C 1,171,439 FMV
(4) Memorial Hospital Foundation

M 780,433 FMV
(5) Sutter Auburn Faith Hospital Foundation

P 141,318 FMV
(6) Sutter Auburn Faith Hospital Foundation

C 529,507 FMV
(7) Sutter Auburn Faith Hospital Foundation

M 491,084 FMV
(8) Sutter Bay Hospitals

Q 375,985 FMV
(9) Sutter Coast Hospital

P 106,357 FMV
(10) Sutter Davis Hospital Foundation

Q 225,531 FMV
(11) Sutter Davis Hospital Foundation

C 357,489 FMV
(12) Sutter Davis Hospital Foundation

M 416,626 FMV
(13) Sutter Health Plan

S 123,768,886 FMV
(14) Sutter Medical Center Foundation

P 1,206,828 FMV
(15) Sutter Medical Center Foundation

C 5,102,544 FMV
(16) Sutter Medical Center Foundation

M 1,556,374 FMV
(17) Sutter Roseville Medical Center Foundation

Q 251,053 FMV
(18) Sutter Roseville Medical Center Foundation

C 784,882 FMV
(19) Sutter Roseville Medical Center Foundation

M 1,048,586 FMV
(20) Sutter Solano Charitable Foundation

P 314,395 FMV
(21) Sutter Solano Charitable Foundation

C 183,281 FMV
(22) Sutter Solano Charitable Foundation

M 95,281 FMV
(23) Sutter Valley Medical Foundation

P 1,310,039 FMV
(24) Tracy Hospital Foundation

Q 238,567 FMV
(25) Sutter Visiting Nurses Association and Hospic

Q 191,742 FMV
(26) Tracy Hospital Foundation

M 117,218 FMV
(27) Sutter Valley Medical Foundation

C 312,667 FMV
(28) Tracy Hospital Foundation

C 211,932 FMV
(29) Memorial Medical Office Building Partnership

P 388,078 FMV
(30) Memorial Medical Office Building Partnership

J 62,250 FMV
(31) Roseville Endoscopy Center LLC

J 251,741 FMV
(32) Sutter Valley Medical Foundation

J 9,930,035 FMV
(33) Sutter Visiting Nurse Association & Hospice

J 199,132 FMV
(34) Sutter Valley Medical Foundation

K 369,197 FMV
(35) Tracy Hospital Foundation

K 53,470 FMV
Schedule R (Form 990) 2019
Page 4
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Page 5
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


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