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Sutter Health Plan

Organization summary

Type of Nonprofit

Designated as a Civic leagues, social welfare organizations and local associations of employees, created to promote community welfare for charitable, educational or recreational purposes.

Category: Health — General and Rehabilitative / Group Health Practice (Health Maintenance Organizations) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$652M (2022)

Expenses
$641M (2022)

Total Assets
$170M (2022)

Total Liabilities
$104M (2022)

Source: Form 990 tax filings from 2015 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$652,440,680
Expenses
$641,238,120
Net Income
$11,202,560
Net Assets
$65,945,413
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $652,254,797
100.0%
Investment Income $181,645
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,238
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $733,336
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $9,145,878
1.4%
Assets/Debt
Total Assets $170,197,585
Total Liabilities $104,252,172
Net Assets $65,945,413
Compensation
Key Employees and Officers Compensation Related Other
Peter Bergamo (Senior Director, Hpp) $375,498 $0 $37,712
Michael Poole (Senior Director, Hpp) $286,703 $0 $33,423
Junaid I Khan (Director, Sales) $270,133 $0 $24,017
Jill A Glenn (Director, Case Management) $255,943 $0 $26,876
Susan N Stephenson (Director, Quality & Pat Safety) $247,347 $0 $26,455
Zsole Munoz (Director, Health Plan Admin) $242,636 $0 $34,010
Anthony Pellerin (Dir, Hp Data & Analytics) $235,455 $0 $34,638
Brian Dean (Sh Vp, Cfo, Director) $0 $2,576,364 $192,152
Phil Jackson (President & Ceo, Hpp) $0 $1,678,227 $133,518
Tracy Messineo (Sh Vp, Th & Pm, Coe & Ceo Ss) $0 $725,819 $70,984
Robert J Carnaroli (Sh Vp, Sales & Rel Mgmt, Hpp) $0 $522,900 $76,977
Rebecca Alvarado (Cfo, Shp) $0 $395,009 $54,977
Gretchen Lachance (Deputy Gen Couns, Sh & Sec Shp) $0 $310,103 $24,239
Dave Comerchero (Director) $0 $0 $0
Cathy Eddy (Dir, Chair Finance & Planning) $0 $0 $0
Jim Gray (Director) $0 $0 $0
Christine Griger Md (Director) $0 $0 $0
Charles Sted (Director, Chair) $0 $0 $0
Frances Cairns (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$619,408,553
Expenses
$620,942,211
Net Income
-$1,533,658
Net Assets
$55,552,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $619,337,789
100.0%
Investment Income $66,381
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,383
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $716,471
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $9,183,323
1.5%
Assets/Debt
Total Assets $169,138,076
Total Liabilities $113,585,868
Net Assets $55,552,208
Compensation
Key Employees and Officers Compensation Related Other
Peter Bergamo (Exec Dir, Hpp Innov & Analytic) $341,036 $0 $49,246
Michael Poole (Exec Dir, Strategy & Bus Dev) $283,198 $0 $42,991
Zsole Munoz (Director, Operations) $252,965 $0 $41,829
Christine Keating Hawlisch (Dir, Member Engagement) $246,784 $0 $26,897
Junaid I Khan (Director Sales Sacramento Area) $243,575 $0 $40,736
Jill A Glenn (Dir, Util & Case Mgmt (Rn) Sac) $235,223 $0 $35,645
Susan N Stephenson (Dir, Quality And Accreditation) $224,858 $0 $39,907
Sarah Krevans (President & Ceo Sutter Health) $0 $9,160,299 $379,211
Rishi Sikka (President, Shs Ent, Director) $0 $1,452,351 $205,966
Brian Dean (Sh Vp, Cfo, Director) $0 $1,431,474 $220,143
Phil Jackson (President & Ceo, Hpp) $0 $1,170,860 $136,590
Tracy Messineo (Sh Vp, Th & Pm, Coe & Ceo Ss) $0 $689,102 $84,508
Robert J Carnaroli (Sh Vp, Sales & Rel Mgmt, Hpp) $0 $451,764 $73,056
Rebecca Alvarado (Cfo, Shp) $0 $339,954 $62,343
Gretchen Lachance (Secretary & Assist Gen Counsel) $0 $318,793 $35,100
Wesley Peterson (Dir, Managed Care Analysis) $0 $196,942 $38,076
William Brunetti (Director) $0 $0 $0
Dave Comerchero (Director, Chair) $0 $0 $0
Christopher Cowart (Director) $0 $0 $0
Cathy Eddy (Director) $0 $0 $0
Jim Gray (Director) $0 $0 $0
Christine Griger Md (Director) $0 $0 $0
Susan Huang Md (Director) $0 $0 $0
Charles Sted (Director, Chair Finance & Plan) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$589,661,573
Expenses
$576,856,594
Net Income
$12,804,979
Net Assets
$56,354,399
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $589,545,321
100.0%
Investment Income $110,208
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,044
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $364,131
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $9,982,166
1.7%
Assets/Debt
Total Assets $155,751,979
Total Liabilities $99,397,580
Net Assets $56,354,399
Compensation
Key Employees and Officers Compensation Related Other
Peter Bergamo (Exec Dir, Hpp Innov & Analytic) $321,059 $0 $43,072
Jill A Glenn (Dir, Util & Case Mgmt (Rn) Sac) $257,349 $0 $31,687
Junaid I Khan (Director Sales Sacramento Area) $255,582 $0 $37,440
Susan N Stephenson (Dir, Quality And Accreditation) $246,114 $0 $38,702
Zsole Munoz (Director, Operations) $246,112 $0 $38,722
Christine Keating Hawlisch (Dir, Member Engagement) $233,289 $0 $22,507
Sarah Krevans (Director, President & Ceo Sh) $0 $3,159,516 $403,159
Jeff Gerard (Sh Svp/Strat Svcs & Cso) $0 $2,767,505 $152,207
Rishi Sikka (President,Sh System Enterprise) $0 $1,545,041 $217,152
Phil Jackson (President And Ceo, Shp (Pt Yr)) $0 $1,236,155 $131,252
Tracy Messineo (Sh Vp Totl Hlth&Pdt Mgt Ceo Ss) $0 $690,470 $81,323
Brian Fellner (President And Ceo, Shp (Pt Yr)) $0 $599,446 $82,709
Robert J Carnaroli (Sh Vp, Sales & Rel Mgmt, Hpp) $0 $494,055 $67,685
Rebecca Alvarado (Cfo, Shp) $0 $341,886 $63,043
Gretchen Lachance (Secretary & Assist Gen Counsel) $0 $305,536 $18,297
Wesley Peterson (Dir. Managed Care Analysis) $0 $203,333 $37,966
Michael Poole (Exec Dir, Healthcare Operation) $0 $168,193 $26,552
Herbert Barlow (Director, Sh Board Member) $0 $11,458 $0
William Brunetti (Director) $0 $0 $0
Dave Comerchero (Director, Chair) $0 $0 $0
Christopher Cowart (Director) $0 $0 $0
Jim Gray (Director, Chair Finance & Plan) $0 $0 $0
Christine Griger Md (Director) $0 $0 $0
Susan Huang Md (Director) $0 $0 $0
Rhonda Robinson Beale Md (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$533,987,669
Expenses
$509,633,556
Net Income
$24,354,113
Net Assets
$42,360,702
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $533,396,261
99.9%
Investment Income $581,298
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,110
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $482,622
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $10,177,548
2.0%
Assets/Debt
Total Assets $132,507,976
Total Liabilities $90,147,274
Net Assets $42,360,702
Compensation
Key Employees and Officers Compensation Related Other
Peter Bergamo (Exec Dir, Hpp Innov & Analytic) $288,921 $0 $43,440
Junaid I Khan (Director Sales Sacramento Area) $261,064 $0 $38,352
Jackie R Nolen (Dir, Benefit Administration) $243,432 $0 $24,747
Jill A Glenn (Dir, Um/Cm & Deleg. Oversight) $237,536 $0 $33,280
Susan Stephenson (Dir, Quality And Accreditation) $231,940 $0 $39,667
Jill M Kelley (Account Manager) $229,576 $0 $32,815
Dennis Balmer (Finance Director/Interim Cfo) $132,511 $0 $17,750
Sarah Krevans (Director, President & Ceo Sh) $0 $4,216,090 $1,254,067
Jeff Gerard (Sh Svp / Strategic Svcs & Cso) $0 $1,542,233 $162,899
Phil Jackson (Ceo, Health Plan Products) $0 $1,015,004 $244,315
Tracy Messineo (Sh Vp Totl Hlth&Pdt Mgt Ceo Ss) $0 $661,731 $153,803
Brian Fellner (Ceo, Shp) $0 $498,820 $127,409
Robert J Carnaroli (Sh Vp, Sales & Rel Mgmt, Hpp) $0 $490,472 $83,014
Monica Majors (Sh Vp, Mktg & Comm, Hpp) $0 $359,652 $49,225
Gretchen Lachance (Secretary & Assist Gen Counsel) $0 $293,329 $35,655
Michael Poole (Compliance Off, Eastern Div) $0 $228,513 $38,724
Wesley Peterson (Sr Contr Anal/Int Cfo) $0 $194,202 $35,439
Rebecca Alvarado (Cfo (Pt Yr)) $0 $94,047 $8,486
Herbert Barlow (Director, Sh Board Member) $0 $27,500 $0
Dave Comerchero (Director, Chair Finance & Plan) $0 $0 $0
Christopher Cowart (Director) $0 $0 $0
Marjorie Ginsberg (Director) $0 $0 $0
Jim Gray (Director, Chair) $0 $0 $0
Charles Sted (Director) $0 $0 $0
Peter Valenzuela Md (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$451,186,584
Expenses
$467,305,368
Net Income
-$16,118,784
Net Assets
$16,929,338
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $450,734,164
99.9%
Investment Income $445,928
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,492
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $470,085
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $10,577,752
2.3%
Assets/Debt
Total Assets $95,180,080
Total Liabilities $78,250,742
Net Assets $16,929,338
Compensation
Key Employees and Officers Compensation Related Other
Peter Bergamo (Exc Dir, Strat, Bus Dev & Ed) $232,514 $0 $30,209
Jackie R Nolen (Dir, Benefit Administration) $231,521 $0 $20,237
Jill M Kelley (Account Manager) $223,224 $0 $24,923
Jill A Glenn (Dir, Util & Case Mgmt (Rn) Sac) $216,199 $0 $29,953
Susan Stephenson (Director, Ncqa/Hedis) $208,508 $0 $29,484
Jeri Lazaro (Dir, Network Dev & Contracting) $198,388 $0 $18,444
Dennis Balmer (Interim Cfo) $184,177 $0 $23,185
Herbert Barlow (Director, Sh Board Member) $0 $20,624 $0
Dave Comerchero (Director, Chair Finance & Plan) $0 $0 $0
Christopher Cowart (Director) $0 $0 $0
Brian Fellner (Cfo & Ceo Shp/Pres(pt Yr)) $0 $376,186 $54,401
Jeff Gerard (Svp Strategic Services) $0 $1,316,875 $340,849
Marjorie Ginsberg (Director) $0 $0 $0
Jim Gray (Director, Chair) $0 $0 $0
Phil Jackson (Ceo, Hpp/Pres Shp(pt Yr)) $0 $791,296 $176,494
Sarah Krevans (Director, President & Ceo Sh) $0 $2,850,301 $1,935,821
Steve Pleau (Director) $0 $0 $0
Cheryl Scott (Director, Sh Board Member) $0 $27,500 $0
Charles Sted (Director) $0 $0 $0
Peter Valenzuela Md (Director) $0 $0 $0
Gretchen Lachance (Secretary & Assist Gen Counsel) $0 $258,341 $29,644
Robert J Carnaroli (Vp, Sales Sutter Health Plan) $0 $423,154 $57,146
Monica Majors (Vp, Mktg & Strtgc Sales Sh Pla) $0 $378,866 $63,616
Jennifer A Nuovo Md (Cme, Sutter Health Plan) $0 $436,304 $35,669
Jennifer Schirmer (Vp, Operations Sh Plan) $0 $460,802 $55,088

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$336,016,644
Expenses
$359,877,975
Net Income
-$23,861,331
Net Assets
$25,167,557
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $335,784,054
99.9%
Investment Income $227,045
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,545
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,158,463
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $8,399,471
2.3%
Assets/Debt
Total Assets $98,018,484
Total Liabilities $72,850,927
Net Assets $25,167,557
Compensation
Key Employees and Officers Compensation Related Other
Jill M Kelley (Account Manager) $257,671 $0 $25,623
Jackie R Nolen (Director, Benefit Admin.) $207,994 $0 $22,080
Jill A Glenn (Director Util. & Case Mgmt) $202,219 $0 $29,866
Alicia Aguilera (Account Manager) $199,271 $0 $16,761
Susan Stephenson (Director, Ncqa/Hedis) $193,753 $0 $29,280
Dennis Balmer (Director Of Finance, Sh Plan) $168,971 $0 $23,025
Peter Bergamo (Exc Dir, Strat, Bus Dev & Ed) $109,589 $92,629 $29,840
Herbert Barlow (Trustee, Sh Board Member) $0 $27,500 $0
Dave Comarchero (Trustee) $0 $0 $0
Marjorie Ginsberg (Trustee) $0 $0 $0
Jim Gray (Trustee, Chair Finance & Plan) $0 $0 $0
Phil Jackson (Ceo, Sutter Health Plan) $0 $526,857 $100,962
Sarah Krevans (Chair,Pres & Ceo Sutter Health) $0 $4,314,787 $1,951,858
Tracy Messineo (Trustee, President Shp (Pt Yr)) $0 $740,274 $124,338
Steve Pleau (Trustee) $0 $0 $0
Cheryl Scott (Trustee, Sh Board Member) $0 $32,083 $0
Peter Valenzuela (Trustee) $0 $0 $0
Shelly Boehm (Cfo, Sh Plan (Part Year)) $0 $457,885 $37,232
Brian Fellner (Cfo, Sh Plan (Part Year)) $0 $209,622 $22,951
Gretchen Lachance (Secretary & Assist Gen Counsel) $0 $257,621 $33,000
Robert J Carnaroli (Vp, Sales Sutter Health Plan) $0 $435,107 $63,565
Monica Majors (Vp, Mktg & Strtg Sales Sh Plan) $0 $408,554 $66,166
Jennifer A Nuovo Md (Cme, Sutter Health Plan) $0 $649,823 $72,920
Jennifer Schirmer (Vp, Operations, Shp) $0 $425,824 $66,465
Patrick Fry (Former Chair & Sh Pres & Ceo) $0 $1,614,802 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$208,877,752
Expenses
$249,466,666
Net Income
-$40,588,914
Net Assets
$13,089,706
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $208,842,324
100.0%
Investment Income $31,149
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,279
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,292,697
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $7,437,626
3.0%
Assets/Debt
Total Assets $76,233,810
Total Liabilities $63,144,104
Net Assets $13,089,706
Compensation
Key Employees and Officers Compensation Related Other
Paul Brunetta (Account Executive) $235,737 $0 $15,303
Jackie R Nolen (Director, Benefit Admin.) $212,904 $0 $23,400
Jill M Kelley (Account Manager) $205,238 $0 $22,639
Jill A Glenn (Director Util. & Case Mgmt) $204,968 $0 $26,418
Jeri Lazaro (Dir. Network Dev. & Contrcting) $189,003 $0 $17,733
Dennis Balmer (Cfo, Shp (Part Year)) $180,343 $0 $20,899
Jeff Burda (Trustee (Part Year)) $0 $0 $0
Dave Comarchero (Trustee) $0 $0 $0
Marjorie Ginsberg (Trustee) $0 $0 $0
Jim Gray (Trustee, Chair Finance & Plan) $0 $0 $0
Sarah Krevans (Chair,Pres & Ceo Sutter Health) $0 $2,365,948 $1,511,150
Tracy Messineo (Trustee, President Shp (Pt Yr)) $0 $574,258 $118,299
Steve Nolte (Trustee, President Shp (Pt Yr)) $0 $928,249 $88,215
Steve Pleau (Trustee) $0 $0 $0
Stephanie Walton Md (Trustee) $0 $0 $0
Shelly Boehm (Cfo, Shp (Part Year)) $0 $386,803 $77,358
Gretchen Lachance (Secretary & Assist Gen Counsel) $0 $250,843 $30,699
Robert Carnaroli (Vp, Sales Sutter Health Plan) $0 $378,879 $59,698
Monica Majors (Vp, Mktg & Strtg Sales Sh Plan) $0 $341,247 $63,220
Jennifer Nuovo Md (Cme, Sutter Health Plan) $0 $493,560 $71,184
Jennifer Schirmer (Vp, Operations, Shp) $0 $334,395 $61,524
Patrick Fry (President & Ceo, Sutter Health) $0 $13,170,825 $279,177
Peter Anderson (Sh Vp Strategy & Bus. Develop.) $0 $1,036,895 $292,871
Suzanne Chammout (Sh Office Of General Council) $0 $241,975 $21,100

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,770,824
Expenses
$106,233,331
Net Income
-$27,462,507
Net Assets
$10,247,524
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $78,657,217
99.9%
Investment Income $105,935
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,672
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,289,037
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $4,930,943
4.6%
Assets/Debt
Total Assets $41,443,753
Total Liabilities $31,196,229
Net Assets $10,247,524

Document Links

Fiscal Year Ending Dec.
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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