2024-03-26T08:36:06-05:00 2023-06-30 FORVIS LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2022-07-01 832576991 SUN HEALTH GRANDVIEW TERRACE % AMY RUNGE SUNH 6239758100 PO BOX 6030 SUN CITY WEST AZ 85376 AMY RUNGE PRESIDENT & CEO 4178317283 2024-02-29 true AMY RUNGE 999009999 Brian D Todd P00422601 4178658701 2 2022 2023-04-26 12:10:37Z AMY RUNGE PO BOX 6030 SUN CITY WEST AZ 85376 27674693 false X WWW.SUNHEALTH.ORG X 2018 AZ GRANDVIEW TERRACE BRINGS NEW MEANING TO ALL-INCLUSIVE INDEPENDENT LIVING THAT COMBINES AMENITIES, CONVENIENCE, WELLNESS, AND EMPOWERED LIVING. 14 14 373 14 0 0 55498 180143 23624772 27426119 3932 71862 -19419 -3431 23664783 27674693 0 0 0 0 10754291 12112866 0 0 0 14907182 17345692 25661473 29458558 -1996690 -1783865 74923534 73389280 95152818 95402429 -20229284 -22013149 X GRANDVIEW TERRACE CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING, AND WELLNESS PROGRAMS. false false 26552225 70496 27426119 SUN HEALTH GRANDVIEW TERRACE OPERATES A 288-RESIDENCE LIFE CARE INDEPENDENT LIVING COMMUNITY AND A 115-BED HEALTH AND REHABILITATION CENTER. THE HEALTH AND REHABILITATION CENTER PROVIDES SKILLED NURSING, MEMORY SUPPORT, AND ASSISTED LIVING CARE TO ITS RESIDENTS AND OTHER COMMUNITY RESIDENTS. SUN HEALTH SERVICES AN ARIZONA NONPROFIT CORPORATION, IS TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND IS THE SOLE MEMBER OF GRANDVIEW. SEE SCHEDULE O FOR MORE INFORMATION. 26552225 true true false false false false false false false false true false false true true false true true false false false false false false false false false false false true false false false false false false false false false false false false true true false false false true X 72 0 true 373 true false false false false false false false false false false false false X 14 14 false true false false true true true true true false false true true true true true true true true false X AMY RUNGE 6238325350 PO BOX 6030 SUN CITY WEST AZ 85376 JOSEPH E LA RUE PRESIDENT & CEO 2.0 38.0 X X 0 401589 91613 SHARON GRAMBOW CFO END 3/23 2.0 38.0 X 0 328675 23112 TAHLYA VISINTAINER COO END 8/22 8.0 32.0 X 0 311551 14819 CARLA WRIGHT SENIOR VP OF FINANCE END 3/23 2.0 38.0 X 0 187177 15274 VINCE BENBENEK CHIEF MARKETING OFF. END 10/22 2.0 38.0 X 0 176786 19600 PAUL VANDERVEEN VP RE PLN & DVLPMT END 12/22 2.0 38.0 X 0 163336 12279 WENDY LABADIE SVP HR & ORG DEVELOPMENT 2.0 38.0 X 0 167734 7196 CHARLES KERBY EXECUTIVE DIRECTOR END 5/23 2.0 38.0 X 0 157961 15277 BARBARA MASON VP HOME & COMMUNITY SERVICES 2.0 38.0 X 0 153809 16781 DONALD FRIDAY VP OF IT END 5/23 2.0 38.0 X 0 153792 14114 JENNIFER DRAGO CSO END 7/22 0.0 40.0 X 0 133518 1524 PATRICIA LEWIS FINNELL CHAIR 0.5 3.5 X X 0 0 0 LEW LANCASTER TREASURER 0.5 3.5 X X 0 0 0 ROGER GIMBY SECRETARY 0.5 3.0 X X 0 0 0 L BIRT KELLAM DIRECTOR 0.5 3.5 X 0 0 0 IRENE KOVALA EDD VICE CHAIR 0.5 3.5 X X 0 0 0 RANDY MCGRANE DIRECTOR 0.5 3.0 X 0 0 0 HERMAN L ORCUTT DIRECTOR 0.5 3.0 X 0 0 0 RONALD J SYMIC DIRECTOR 0.5 3.5 X 0 0 0 MICHAEL BARNES DIRECTOR, EX-OFFICIO, SHF 0.5 3.5 X 0 0 0 NEAL HASKELL DIRECTOR 0.5 3.5 X 0 0 0 GARY MARRER DIRECTOR 0.5 3.5 X 0 0 0 REV LOWELL NELSON DIRECTOR BEG 12/22 0.5 3.5 X 0 0 0 JOAN SMITH DIRECTOR, EX-OFFICIO, SHF 0.5 3.5 X 0 0 0 GERALD SOLOMON DIRECTOR 0.5 3.0 X 0 0 0 AMY RUNGE CFO BEG 3/23 2.0 38.0 X 0 0 0 0 2335928 231589 0 false true false MORRISON COMMUNITY LIVING PO BOX 102289 ATLANTA GA 30368 SENIOR LIVING SVCS 1872092 STAFFU LLC PO BOX 440242 NASHVILLE TN 37244 NURSING REGISTRY 1821768 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 REHABILITATION 1504223 ALBRECHT AND SON LLC 11126 W WISCONSIN AVE 5 YOUNGTOWN AZ 85363 REMODELING 1212431 SHIFTKEY LLC 5221 N OCONNOR BLVD STE 1400 IRVING TX 75039 STAFFING 495995 14 180143 180143 RESIDENT SERVICES 623000 27426119 27426119 27426119 71862 71862 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTHER NON-OPERATING REVENUE 900099 -3431 -3431 -3431 27674693 27426119 68431 0 0 0 0 0 0 10168010 9832603 335407 0 1171872 1171872 772984 747430 25554 1195965 1195965 3608 3608 85666 85666 0 0 0 2388251 1607461 780790 173309 157909 15400 318678 135432 183246 425752 420899 4853 0 1188261 1188261 68281 65742 2539 0 15030 15030 1207043 1207043 0 4546010 4546010 492042 492042 RESIDENT SUPPLIES 2435150 2435150 RESIDENT DINING SUPPLIES 1278561 1278561 REPAIRS & MAINTENANCE 426224 426224 LICENSES, DUES, SUBSCRIPTIONS 274911 1606 273305 822950 822950 29458558 26552225 2906333 0 2765270 3004363 1707613 1764677 0 0 1035665 2530409 0 0 0 0 0 0 28004 53030 139433 47693 107455673 54201965 56342761 53253708 0 0 0 0 0 0 0 0 12904788 12735400 74923534 73389280 29185918 26806107 0 0 23407374 27229629 29718738 29227293 0 0 0 0 0 0 0 0 12840788 12139400 95152818 95402429 X -20229284 -22013149 0 0 -20229284 -22013149 74923534 73389280 -1783865 X false true X true false X 0 429990 433981 55498 180143 1099612 11122608 22747038 21700559 23626518 27426119 106622842 0 0 0 11122608 23177028 22134540 23682016 27606262 107722454 0 0 0 107722454 7142 11141 1128 5353 71862 96626 0 7142 11141 1128 5353 71862 96626 0 0 11129750 23188169 22135668 23687369 27678124 107819080 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81428317 39612716 41815601 14744978 12887645 1857333 11282378 1701604 9580774 53253708 DUE FROM RELATED PARTY 605000 ROU ASSET 12130400 12735400 0 DUE TO RELATED PARTY 9000 OPERATING LEASE 12130400 12139400 27674693 27674693 27674693 29458558 29458558 29458558 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true true false false false false false false false JOSEPH E LA RUE PRESIDENT & CEO 0 401589 0 0 0 0 0 73700 0 17913 0 493202 0 0 SHARON GRAMBOW CFO END 3/23 0 297862 0 0 0 30813 0 12077 0 11035 0 351787 0 0 BARBARA MASON VP HOME & COMMUNITY SERVICES 0 141593 0 12216 0 0 0 6472 0 10309 0 170590 0 0 TAHLYA VISINTAINER COO END 8/22 0 25309 0 0 0 286242 0 6462 0 8357 0 326370 0 54031 CARLA WRIGHT SENIOR VP OF FINANCE END 3/23 0 169181 0 17996 0 0 0 7543 0 7731 0 202451 0 0 VINCE BENBENEK CHIEF MARKETING OFF. END 10/22 0 81998 0 0 0 94788 0 4976 0 14624 0 196386 0 0 PAUL VANDERVEEN VP RE PLN & DVLPMT END 12/22 0 147233 0 16103 0 0 0 5889 0 6390 0 175615 0 0 WENDY LABADIE SVP HR & ORG DEVELOPMENT 0 146180 0 21554 0 0 0 6941 0 255 0 174930 0 0 CHARLES KERBY EXECUTIVE DIRECTOR END 5/23 0 107991 0 27268 0 22702 0 4973 0 10304 0 173238 0 0 DONALD FRIDAY VP OF IT END 5/23 0 127641 0 14613 0 11538 0 6212 0 7902 0 167906 0 0 SCHEDULE J, PART I, LINE 3 METHODS USED TO ESTABLISH EXECUTIVE COMPENSATION: SUN HEALTH SERVICES, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENT: THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT IN THE CURRENT YEAR: - TAHLYA VISINTAINER - $232,211 - VINCE BENBENEK - $66,635 - JENNIFER DRAGO - $27,676 - CHARLES KERBY - $22,702 - DONALD FRIDAY - $11,538 SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: SOME OFFICERS AND KEY EMPLOYEES PARTICIPATE IN A BOARD ENDORSED 457(B) PLAN. A NON-QUALIFIED 457(F) PLAN IS BOARD ENDORSED FOR CERTAIN EXECUTIVES. THIS PLAN CARRIES A SUBSTANTIAL RISK OF FORFEITURE IN THAT VESTING ONLY OCCURS THE EARLIER OF 5 YEARS FROM THE DATE OF DEPOSIT, AGE 60 OR RULE OF 80 (AGE AND SERVICE EQUALS 80 OR MORE). ALL DEPOSITS ARE EMPLOYER CONTRIBUTIONS. SHOULD A PARTICIPANT VOLUNTARILY TERMINATE EMPLOYMENT PRIOR TO A DEPOSIT VESTING, THE DEPOSIT IS FORFEITED. ALL DEPOSITS ARE PAID OUT AND TAXED UPON VESTING. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN IN 2023 WITH THE FOLLOWING EMPLOYER CONTRIBUTIONS FROM A RELATED ORGANIZATION: - JOSEPH E. LA RUE - $61,500 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN IN 2023 WITH THE FOLLOWING DISTRIBUTIONS WHICH WERE REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990: - TAHLYA VISINTAINER - $54,031 SCHEDULE J, PART II COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES: THE SALARY AND BENEFITS INFORMATION DISCLOSED ON SCHEDULE J, PART II, REPRESENTS THE AGGREGATE COMPENSATION TO INDIVIDUALS FOR THEIR SERVICES TO SUN HEALTH SERVICES, SUN HEALTH FOUNDATION, SUN HEALTH PARTNERS, SUN HEALTH SENIOR LIVING, LA LOMA SENIOR LIVING, SUN HEALTH COLONNADE AND GRANDVIEW TERRACE; THE LATTER THREE BEING THREE DISTINCT CONTINUING CARE RETIREMENT COMMUNITIES. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED): THROUGH ITS AFFILIATION WITH SERVICES, GRANDVIEW IS ONE OF THREE SENIOR LIVING CAMPUSES UNDER COMMON CONTROL LOCATED IN WESTERN MARICOPA COUNTY. THE STATED MISSION OF SERVICES, THROUGH GOVERNANCE BY A COMMUNITY BASED BOARD OF DIRECTORS, IS TO CHAMPION SUPERIOR HEALTH AND WELL-BEING THROUGH PHILANTHROPY, INSPIRED LIVING, AND WELLNESS PROGRAMS. THROUGHOUT THE SIX FLOORS OF GRANDVIEW TERRACE, VARIOUS DINING OPTIONS, SALON, BARBERSHOP, DANCE FLOOR, WALKING TRACK, BILLIARDS AND MORE BRING A ROBUST ZEAL TO LIVING FULLY AND INTENTIONALLY. IT, LIKE OUR OTHER COMMUNITIES, PROVIDES CONTINUING LIFE CARE THAT MEETS OUR RESIDENTS' SPIRITUAL, EMOTIONAL, PHYSICAL, MEDICAL, SOCIAL AND INTELLECTUAL NEEDS. FORM 990, PART IV, LINE 24A TAX-EXEMPT BOND ISSUE: THE TAX-EXEMPT BONDS REPORTED ON LINE 20 OF FORM 990, PART X REPRESENT THE ORGANIZATION'S ALLOCATION OF TAX-EXEMPT BOND LIABILITIES FROM ITS PARENT ORGANIZATION, SUN HEALTH SERVICE EIN: 26-2957251. AS PERMITTED BY THE FORM 990, SCHEDULE K FILING INSTRUCTIONS, ONE SCHEDULE K REPRESENTING THE ENTIRE TAX-EXEMPT BOND LIABILITY HAS BEEN REPORTED ON SUN HEALTH SERVICES FORM 990. FORM 990, PART V, LINES 1, 2A & 2B NUMBER OF EMPLOYEES REPORTED ON FORM W-3: SUN HEALTH SERVICES, EIN: 26-2957251, A RELATED ORGANIZATION, FILES ALL REQUIRED 1099S AND W-2S FOR SUN HEALTH GRANDVIEW TERRACE. THE NUMBER REPORTED ON FORM 990, PART V, LINE 1A REPRESENTS THE NUMBER OF 1099'S FILED ON BEHALF OF THE ORGANIZATION. THE NUMBER REPORTED ON LINE 2A REPRESENTS THE NUMBER OF W-2'S FILED ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 DELEGATING CONTROL OVER MANAGEMENT DUTIES: THE BOARD OF DIRECTORS RETAINS SUN HEALTH SENIOR LIVING, LLC, A RELATED ENTITY, TO MANAGE THE OPERATION OF THE FACILITY. SUN HEALTH SENIOR LIVING, LLC IS A MEMBER OWNED BY SUN HEALTH SERVICES, SUN HEALTH GRANDVIEW TERRACE'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS: SUN HEALTH SERVICES IS THE SOLE MEMBER OF SUN HEALTH GRANDVIEW TERRACE. FORM 990, PART VI, SECTION A, LINE 7A APPOINTMENT OF THE GOVERNING BODY: DIRECTORS ARE ELECTED BY THE MAJORITY OF THE FULL BOARD OF DIRECTORS FOR THREE YEAR TERMS OF OFFICE AND ARE SUBJECT TO APPROVAL BY SUN HEALTH SERVICES, THE ORGANIZATION'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO PERSONS OTHER THAN THE GOVERNING BODY: CERTAIN RESERVED POWERS ARE MAINTAINED BY SUN HEALTH SERVICES, AS A SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, FORVIS. THE RETURN IS THEN REVIEWED BY THE FINANCE AND INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS AND PROVIDED TO THE FULL BOARD OF DIRECTORS FOR COMMENT PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ON AN ANNUAL BASIS, THE BOARD OF DIRECTOR MEMBERS, AND MANAGEMENT STAFF ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE FOR BOARD AND MANAGEMENT APPROVAL, AS APPROPRIATE. THE QUESTIONNAIRE PROVIDES SPECIFIC INSTRUCTIONS THAT THE FORM MUST BE UPDATED IF ANY SITUATIONS ARISE DURING THE YEAR THAT MIGHT CONSTITUTE A CONFLICT. THE AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR INTERVENING, IF NECESSARY, ON CONFLICT OF INTEREST MATTERS. ANY INDIVIDUAL FOUND IN CONFLICT WILL ABSTAIN FROM THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW: THE BOARD OF DIRECTORS MANAGEMENT REVIEW COMMITTEE, AS PROVIDED IN THE ORGANIZATIONS BY-LAWS, HAS THE RESPONSIBILITY FOR COMPENSATION OF ALL SENIOR MANAGEMENT. ANNUALLY, SALARIES OF SENIOR MANAGEMENT ARE REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE DELIBERATION AND DECISION OF COMPENSATION ARRANGEMENTS ARE CONTEMPORANEOUSLY SUBSTANTIATED IN THE ORGANIZATIONS MINUTES. SUN HEALTH RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PERIODICALLY ASSIST WITH THE DETERMINATION OF THE COMPENSATION AND BENEFITS FOR ALL SENIOR MANAGEMENT. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN 2022 BY USI INSURANCE SERVICES. ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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