efile Public Visual Render
ObjectId: 202033179349308213 - Submission: 2020-11-12
TIN: 94-1156621
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
19
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
,
CA
95833
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
,
CA
95833
51-0172285
HEALTHCARE
CA
501(C)(3)
3
SUTTER EBH
Yes
(3)
MEMORIAL HOSPITAL FOUNDATION
C/O SH TAX 2200 RIVER PLAZA DR
SACRAMENTO
,
CA
95833
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
,
CA
95833
23-7288765
FUNDRAISING
CA
501(C)(3)
7
SUTTER BH
Yes
(5)
SAMUEL MERRITT UNIVERSITY
450 30TH STREET STE 2840
OAKLAND
,
CA
94609
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
,
CA
95833
94-2594966
FUNDRAISING
CA
501(C)(3)
7
SUTTER VH
Yes
(7)
SUTTER BAY HOSPITALS
C/O SH TAX 2200 RIVER PLAZA DR
SACRAMENTO
,
CA
95833
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
,
CA
95833
94-1156581
HEALTHCARE
CA
501(C)(3)
3
SUTTER HLTH
Yes
(9)
SUTTER COAST HOSPITAL
C/O SH TAX 2200 RIVER PLAZA DR
SACRAMENTO
,
CA
95833
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
,
CA
95833
68-0217870
FUNDRAISING
CA
501(C)(3)
7
SUTTER VH
Yes
(11)
SUTTER HEALTH
2200 RIVER PLAZA DRIVE
SACRAMENTO
,
CA
95833
94-2788907
SUPPORTING OR
CA
501(C)(3)
12C III-FI
NA
No
(12)
SUTTER HEALTH PACIFIC
91-2301 FT WEAVER RD
EWA BEACH
,
HI
96706
99-0298651
HOSPITAL
CA
501(C)(3)
3
SUTTER HLTH
Yes
(13)
SUTTER HEALTH PLAN
C/O SH TAX 2200 RIVER PLAZA DR
SACRAMENTO
,
CA
95833
46-1183948
HEALTH PLAN
CA
501(C)(4)
N/A
SUTTER HLTH
Yes
(14)
SUTTER INSURANCE SERVICES CORPORATION
745 FORT STREET SUITE 1100
HONOLULU
,
HI
96813
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
,
CA
95833
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
,
CA
95833
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
,
CA
95833
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
,
CA
95833
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
,
CA
95833
94-6068843
Healthcare
CA
501(C)(3)
10
Sutter Hlth
Yes
(20)
Tracy Hospital Foundation
C/O SH TAX 2200 RIVER PLAZA DR
SACRAMENTO
,
CA
95833
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
,
CA
95833
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
,
CA
94609
47-0946086
PATIENT CARE
CA
NA
(2)
ALTA CT SERVICES LP
175 LENNON
WALNUT CREEK
,
CA
94598
94-3083464
PATIENT CARE
CA
NA
(3)
CALIFORNIA PACIFIC ADV IMAGING LLC
PO BOX 6102
NOVATO
,
CA
94598
56-2311840
PATIENT CARE
DE
NA
(4)
SAN FRANCISCO ENDOSCOPY CENTER
2200 RIVER PLAZA DRIVE
SACRAMENTO
,
CA
95833
91-2160588
PATIENT CARE
CA
NA
(5)
PRESIDIO SURGERY CENTER LLC
1635 DIVISADERO
SAN FRANCISCO
,
CA
94115
32-0144060
PATIENT CARE
CA
NA
(6)
SUTTER FAIRFIELD SURGERY CENTER LLC
2200 RIVER PLAZA DRIVE
SACRAMENTO
,
CA
95833
30-0233892
PATIENT CARE
CA
NA
(7)
SUTTER AMADOR SURGERY CENTER LLC
2200 RIVER PLAZA DRIVE
SACRAMENTO
,
CA
95833
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
,
CA
95833
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
,
CA
95355
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
,
CA
95355
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
,
CA
95355
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
,
CA
94598
47-3696091
PATIENT CARE
CA
NA
(13)
ASC OPERATORS - SANTA ROSA LLC
2200 RIVER PLAZA DRIVE
SACRAMENTO
,
CA
95833
26-3386169
CARE MANAGEME
CA
NA
(14)
ASC OPERATORS - SAN LUIS OBISPO LLC
2200 RIVER PLAZA DRIVE
SACRAMENTO
,
CA
95833
27-2673776
CARE MANAGEME
CA
NA
(15)
ICG CREDIT OPPORTUNITIES FUND LP
11111 SANTA MONICA BLVD SUITE 2100
LOS ANGELES
,
CA
90025
81-4220441
INVESTMENTS
CA
NA
(16)
LA JOLLA ORTHOPEDIC SURGERY CENTER LLC
4120 LA JOLLA VILLAGE DRIVE
LA JOLLA
,
CA
92037
36-4397467
PATIENT CARE
CA
NA
(17)
CARLSBAD SURGERY CENTER LLC
6121 PASEO DEL NORTE STE 100
CARLSBAD
,
CA
92011
20-1413484
PATIENT CARE
CA
NA
(18)
COAST CTR FOR ORTHOPEDIC & ARTHROSCOPIC
3444 KEARNY VILLA ROAD
SAN DIEGO
,
CA
92123
33-0839637
PATIENT CARE
CA
NA
(19)
OTAY LAKES SURGERY CENTER LLC
955 LANE AVE SUITE 100
CHULA VISTA
,
CA
91914
20-0794766
PATIENT CARE
CA
NA
(20)
MADISON INTERNATIONAL GLOBAL VALUE REAL
410 PARK AVENUE 10TH FLOOR
NEW YORK
,
NY
10022
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
,
CA
95833
27-6851989
RABBI TRUST
CA
NA
TRUST
Yes
(2)
NORTHWOOD EUROPE TE FEEDER LP
1819 WAZEE ST 2ND FLOOR
DENVER
,
CO
90202
98-1272216
HOLDING COMPANY
CJ
NA
C CORP
Yes
(3)
Lyxsop Segregated Portfolio 1
PO box 10008
Willow House Cricket Square
,
grand cayman
KY1-10001
CJ
InVESTMENT
CJ
N/A
C corp
Yes
(4)
Lyxsop Segregated Portfolio 2
PO box 10008
Willow House Cricket Square
,
grand cayman
KY1-10001
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
Software ID:
Software Version: