Nonprofit · EIN 77-0431902
COTTAGE HEALTH
Tax-exempt · SANTA BARBARA, CA 93105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $290,408,292 | $293,909,702 | -$3,501,410 | $172,084,264 | $173,827,883 | -$1,743,619 |
| December 31, 2023 | 990 | $265,722,760 | $272,955,448 | -$7,232,688 | $177,913,620 | $180,522,330 | -$2,608,710 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,582,225
- of which government grants
- $152,974
- Program service revenue
- $284,244,507
- Investment income
- $1,050,912
- Other revenue
- $530,648
Expenses
- Grants and similar amounts paid
- $404,173
- Compensation of officers, directors and key employees
- $11,802,188
- Other salaries and wages
- $78,774,915
- Salaries, compensation and benefits (total)
- $184,989,590
- Professional fundraising fees
- $0
- Legal fees
- $6,467,020
- Accounting fees
- $1,894,436
- Occupancy
- $8,019,894
- Travel
- $399,171
- Depreciation
- $18,772,233
- Program services (functional)
- $191,222,289
- Management and general (functional)
- $102,687,413
Balance sheet and other
- Total assets, start of year
- $177,913,620
- Total assets, end of year
- $172,084,264
- Total liabilities, end of year
- $173,827,883
- Net assets, end of year
- -$1,743,619
- Land, buildings and equipment
- $78,588,062
- Net assets without donor restrictions
- -$1,743,619
- Gross unrelated business income
- $61,920
- Gross receipts
- $290,408,292
- Employees
- 955
- Volunteers
- 16
- Year formed
- 1996
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ronald Werft | President & CEO Officer | 42 | $2,013,630 | $87,365 |
| Lisa Moore | Executive VP and COO Officer | 26.5 | $1,154,452 | $82,301 |
| Kristin Tufvesson | Senior VP and CFO Officer | 28 | $1,077,998 | $104,546 |
| Stacy Bratcher | Senior VP and Chief Legal Officer Officer | 25 | $996,206 | $99,765 |
| SHERI RIBEIRO | Vice President Information Technology and CIO (Part year through July 2024) Key employee | 40 | $984,054 | $67,205 |
| EDMUND WROBLEWSKI MD | Vice President Medical Affairs Key employee | 40 | $912,410 | $91,780 |
| KATHRYN BAZYLEWICZ | Vice President Marketing & Population Health Highest-paid employee | 40 | $889,732 | $76,765 |
| CARA WILLIAMS | Vice President Human Resources & CHRO Key employee | 40 | $765,456 | $60,492 |
| LORENZO OLIVAREZ | Vice President Finance/Controller (Part year through October 2024) Key employee | 40 | $748,252 | $72,436 |
| KEVIN DAVIDSON | Vice President, Ambulatory Services Highest-paid employee | 20 | $622,705 | $59,327 |
| LAURA CANFIELD | Vice President Patient Care Services & CNO Key employee | 40 | $584,021 | $81,884 |
| NICHOLAS HENDERSON | Vice President Support Services Key employee | 40 | $552,885 | $49,210 |
| CHRISTOPHER LE RENARD MD | Chief Medical Information Officer Highest-paid employee | 40 | $466,955 | $77,765 |
| SHARON LUTZ | Vice President Quality Support Services Highest-paid employee | 40 | $445,708 | $90,884 |
| SANDRA LOOD | Vice President Revenue Cycle Key employee | 40 | $462,962 | $70,846 |
17 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID BROWN | Vice President Advancement Highest-paid employee | 40 | $467,563 | $59,237 |
| Eric Seale | Vice Chair Trustee or director, Officer | 3.5 | $0 | $0 |
| Ginger Salazar | Vice Chair Trustee or director, Officer | 3.5 | $0 | $0 |
| Richard Ponce MD | Secretary Trustee or director, Officer | 3.5 | $0 | $0 |
| Steven Zola | Board Chair Trustee or director, Officer | 12 | $0 | $0 |
| Bhupi Singh | Board Member Trustee or director | 2.4 | $0 | $0 |
| Ernesto Paredes | Board Member Trustee or director | 2.4 | $0 | $0 |
| Gamble Parks ATTY | Board Member Trustee or director | 2.4 | $0 | $0 |
| Mark Scott MD | Board Member Trustee or director | 2.4 | $0 | $0 |
| Pamela Gann | Board Member Trustee or director | 2.4 | $0 | $0 |
| Roberta Griffin | Board Member Trustee or director | 2.4 | $0 | $0 |
| Robin Malone MD | Board Member Trustee or director | 2.4 | $0 | $0 |
| Steve Ortiz | Board Member Trustee or director | 2.4 | $0 | $0 |
| Susan Christol-Deacon | Board Member Trustee or director | 2.4 | $0 | $0 |
| Thomas Cusack | Board Member Trustee or director | 2.4 | $0 | $0 |
| Wesley Schooler MD | Board Member Trustee or director | 2.4 | $0 | $0 |
| Yulun Wang PhD | Board Member Trustee or director | 2.4 | $0 | $0 |
990 for the year ended December 31, 2023: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ronald Werft | President & CEO Officer | 41 | $1,914,019 | $88,325 |
| Lisa Moore | Executive VP and COO Officer | 29.5 | $1,070,894 | $234,431 |
| Kristin Tufvesson | Senior VP and CFO Officer | 30.5 | $1,006,800 | $103,185 |
| EDMUND WROBLEWSKI MD | VP MEDICAL AFFAIRS Key employee | 40 | $887,530 | $90,632 |
| Stacy Bratcher | Senior VP and General Counsel Officer | 30.5 | $885,425 | $91,065 |
| KATHRYN BAZYLEWICZ | VP MARKETING Highest-paid employee | 40 | $794,386 | $76,065 |
| LORENZO OLIVAREZ | VP Finance/Controller Key employee | 40 | $691,689 | $64,149 |
| CARA WILLIAMS | Vice President Human Resources Key employee | 40 | $674,484 | $69,042 |
| SHERI RIBEIRO | VP ISD/CIO Key employee | 40 | $647,516 | $80,135 |
| LAURA CANFIELD | VP Patient Care Services & CNO Key employee | 40 | $573,706 | $81,164 |
| KEVIN DAVIDSON | VP Ambulatory Services Key employee | 40 | $556,174 | $58,692 |
| NICHOLAS HENDERSON | VP SUPPORT SERVICES Key employee | 40 | $505,122 | $45,017 |
| SHARON LUTZ | VP Quality Support Services Highest-paid employee | 40 | $408,835 | $98,825 |
| SANDRA LOOD | VP REVENUE CYCLE Key employee | 40 | $432,591 | $70,135 |
| CHRISTOPHER LE RENARD | Chief Medical Information Officer Highest-paid employee | 40 | $377,092 | $79,065 |
| MARC DAILEY | VP Clinical Services Key employee | 40 | $415,185 | $26,484 |
| PAUL ERICKSON | Director, Psych Services Highest-paid employee | 40 | $375,566 | $41,182 |
| SHERYL ROSE | Chief Information Security Officer Highest-paid employee | 40 | $350,685 | $35,987 |
| Richard Ponce MD | Secretary Trustee or director, Officer | 3.5 | $0 | $0 |
| Steven Zola | Board Chair Trustee or director, Officer | 12 | $0 | $0 |
| Susan Christol-Deacon | Vice Chair Trustee or director, Officer | 3.5 | $0 | $0 |
| Thomas Cusack | Vice Chair Trustee or director, Officer | 3.5 | $0 | $0 |
| Bhupi Singh | Board Member Trustee or director | 2.4 | $0 | $0 |
| Dorothy Largay PhD | Board Member (Part Year through 1/2023) Trustee or director | 2.4 | $0 | $0 |
| Ernesto Paredes | Board Member Trustee or director | 2.4 | $0 | $0 |
| Gamble Parks ATTY | Board Member Trustee or director | 2.4 | $0 | $0 |
| Ginger Salazar | Board Member Trustee or director | 2.4 | $0 | $0 |
| Gregory Faulkner | Board Member (Part Year through 1/2023) Trustee or director | 2.4 | $0 | $0 |
| Mark Scott MD | Board Member Trustee or director | 2.4 | $0 | $0 |
| Nancy Nielsen | Board Member (Part Year through 9/2023) Trustee or director | 2.4 | $0 | $0 |
| Pamela Gann | Board Member Trustee or director | 2.4 | $0 | $0 |
| Roberta Griffin | Board Member Trustee or director | 2.4 | $0 | $0 |
| Robin Malone MD | Board Member Trustee or director | 2.4 | $0 | $0 |
| Steve Ortiz | Board Member Trustee or director | 2.4 | $0 | $0 |
| Wesley Schooler MD | Board Member Trustee or director | 2.4 | $0 | $0 |
| Yulun Wang PhD | Board Member Trustee or director | 2.4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 W PUEBLO ST, SANTA BARBARA, CA 93105-4353
- In care of
- % KRISTIN TUFVESSON
- Principal officer (990 for 2024)
- Scott Wester, PO Box 689 Attn Finance Dept, Santa Barbara, CA 93102
- Signed the 990
- Matthew Morgan, Sr VP Finance and CFO
- Phone
- (805) 287-6903
- Website
- www.cottagehealth.org
- Return prepared by
- Ernst and Young US LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0431902 or by the name COTTAGE HEALTH.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
It is the mission of Cottage Health to provide superior health care for and improve the health care of our communities through a commitment to our core values of excellence, integrity, and compassion.
Program accomplishments
- Cottage Health provided management and administrative services to Santa Barbara Cottage Hospital, Goleta Valley Cottage Hospital, Santa Ynez Valley Cottage Hospital and Goleta Valley Professional Buildings, Inc.Expenses $161,685,240 · grants $404,173 · revenue $252,274,092
- Cottage Clinical Network LLC (CCN) was created in 2019 with Cottage Health as its sole corporate member, and became operational in 2020. CCN operates urgent care centers in the surrounding communities. CCN was begun as a response to the community's shortage of primary care physicians. These walk-in clinics are staffed with licensed nurse practitioners, complete with x-ray and laboratory services. More serious medical conditions are referred to emergency departments for a higher level of care. As of December 2024, there were 13 centers open. It was expected the initial year would generate a loss. However, with the COVID pandemic coinciding with the opening of the urgent care centers, operations are still in a growth pattern and remained in a loss position in 2024. CCN received grant assistance from affiliated hospitals to support the availability of these health services to the community. The number of patients served in 2024 was 154,023, an increase of 6%.Expenses $29,537,049 · revenue $32,439,143
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0431902
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X00Z)
- Assets (IRS master file)
- $172,084,264
- Income (IRS master file)
- $290,408,292
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $290,408,292 | $293,909,702 | $172,084,264 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $265,722,760 | $272,955,448 | $177,913,620 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $245,918,183 | $259,358,800 | $184,786,683 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0431902).
Questions about COTTAGE HEALTH
- What is the EIN of COTTAGE HEALTH?
- The employer identification number (EIN) of COTTAGE HEALTH is 77-0431902.
- Is COTTAGE HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to COTTAGE HEALTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does COTTAGE HEALTH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COTTAGE HEALTH due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COTTAGE HEALTH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COTTAGE HEALTH?
- The 990 for the year ended December 31, 2024 names Scott Wester.
- Who are the officers and directors of COTTAGE HEALTH?
- The 990 for the year ended December 31, 2024 lists 32 people; 16 received compensation from the organization, the highest $2,013,630 (Ronald Werft, President & CEO).
- How much revenue does COTTAGE HEALTH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $290,408,292, expenses of $293,909,702 and total assets of $172,084,264 at year end.
Other nonprofits in SANTA BARBARA
- MENA KDEC MINISTRIES EIN 82-4750584 · last filed 990 for 2025
- AMERICAN EUROPEAN BETHEL MISSION INC EIN 95-1647803 · last filed 990 for 2024
- MINDWORKS INC EIN 38-3973476 · last filed 990 for 2025
- FOLLOW HIM MEDIA INC EIN 87-0958394 · last filed 990-PF for 2024
- FRIENDS OF RELIEF RETURNED INTERNATIONAL FOUNDATION EIN 20-6064460 · last filed 990 for 2025
- THE GOOD CALL MINISTRIES EIN 32-0159725 · last filed 990 for 2025
- KEITH HUDSON MINISTRIES INC EIN 20-0151879 · last filed 990-EZ for 2024
- SPIRITUAL PATHS FOUNDATION EIN 16-1648198 · last filed 990-EZ for 2024
All nonprofits in SANTA BARBARA · California · Religion-related