SUN HEALTH SERVICES: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SUN HEALTH SERVICES (EIN 26-2957251)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201511349349307576
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T02:12:41-00:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plante & Moran PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 Trade Centre Way | AddressLine1 |
| City | Portage | City |
| State | MI | State |
| ZIP Code | 49002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262957251 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNH | BusinessNameControlTxt |
| Phone | 6238326616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6030 | AddressLine1 |
| City | Sun City West | City |
| State | AZ | State |
| ZIP Code | 85376 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William T Sellner | PersonNm |
| Person Title | EVP CFO | PersonTitleTxt |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol LaLonde | PreparerPersonNm |
| Phone | 2695674587 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ronald D Guziak | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6030 | AddressLine1 |
| City | Sun City West | City |
| State | AZ | State |
| ZIP Code | 85376 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $105,125,825 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sunhealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | Sun Health Services supports and benefits Sun Health Foundation, Banner Health, and other charitable organizations engaged in promoting/enhancing the delivery of health care in Phoenix Arizonas West Valley. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$109,393 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,193,740 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,381,114 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,698,025 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,355,195 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,126,838 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,958,198 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,479,104 | PYOtherRevenueAmt |
| CY Other Revenue | $2,980,935 | CYOtherRevenueAmt |
| PY Total Revenue | $19,497,707 | PYTotalRevenueAmt |
| CY Total Revenue | $31,675,442 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,968,048 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,515,216 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,305,580 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,046,769 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,462,247 | PYOtherExpensesAmt |
| CY Other Expenses | $6,967,354 | CYOtherExpensesAmt |
| PY Total Expenses | $30,735,875 | PYTotalExpensesAmt |
| CY Total Expenses | $28,529,339 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,238,168 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,146,103 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $331,794,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $356,375,102 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $136,414,815 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,690,845 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $195,379,297 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $222,684,257 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Sun Health champions healthy living, research and superior health care with a vision of being the leading advocate for facilitating healthy living. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $20,302,261 | ExpenseAmt |
| Grant | $13,137,905 | GrantAmt |
| Revenue | $518,690 | RevenueAmt |
| Desc | Sun Health Services continues a Support and Maintenance Agreement with Banner Health whereby Sun Health and Affiliates agreed to support the capital and operating needs of the former Sun Health health care facilities. Banner Health agreed to certain capital and operating commitments in return for Sun Healths support. During fiscal year 2014, over 13,000,000 was committed to two community based medical centers and a locally based research institute, with emphasis on diseases of the aging. The primary functions of Sun Health Services includes monitoring and ensuring Banners compliance with the covenants set forth in the Support and Maintenance Agreement and oversight and monitoring of the investments portfolio and various parcels of real estate. In addition, certain affiliates of Sun Health Services operate three distinct continuing care retirement communities. See Schedule O for continuation of description. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,198,786 | ExpenseAmt |
| Grant | $1,319,311 | GrantAmt |
| Revenue | $2,227,276 | RevenueAmt |
| Desc | Sun Health Senior Living offers the elderly population an array of living experiences including independent, assisted living, and skilled and rehabilitation nursing care via three Arizona retirement communities Grandview Terrace in Sun City West, La Loma Village in Litchfield Park, and The Colonnade in Sun City Grand. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $836,960 | ExpenseAmt |
| Revenue | $596,119 | RevenueAmt |
| Desc | The Care Transitions program serves local medical center patients age fifty-five and up by giving individuals the support, guidance and resources to transition from the hospital setting and/or coping with chronic health issues. The program contributes to a significant reduction in hospital readmissions. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,513,823 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,058,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $13,110 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $25,851,830 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William T Sellner EVP-CFO | PersonNm |
| Phone | 6238326616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6030 | AddressLine1 |
| City | Sun City West | City |
| State | AZ | State |
| ZIP Code | 85376 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| A Steven Charney MD | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sandra L Foell | |||||||||
| Assistant Secretary | 002.00 | Yes (X) | $0 | $0 | $0 | 005.00 | Yes (X) | ||
| Frank E Joyce | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | ||||
| L Birt Kellam | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | 002.00 | |||
| Richard V Livengood | |||||||||
| Treasurer | 002.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Dean L Strycker MD | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | ||||
| Cathy Ross | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | 002.00 | |||
| Darl Bachmann | |||||||||
| Secretary | 002.00 | Yes (X) | $0 | $0 | $0 | 005.00 | Yes (X) | ||
| R Jack Stephenson | |||||||||
| Chairman | 002.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Janis Ryan | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | 002.00 | |||
| Jon Wohler | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | 002.00 | |||
| Ronald D Guziak | |||||||||
| President/CEO | 028.00 | Yes (X) | $0 | $686,032 | $12,468 | 022.00 | Yes (X) | ||
| Larry D Baker | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert McMillan DDS | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | ||||
| Herman Orcutt | |||||||||
| Vice Chairman | 002.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Natalya Faynboym MD | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey Ronn MD | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Mandell | |||||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | 005.00 | |||
| William T Sellner | |||||||||
| EVP/CFO | 040.00 | $0 | $393,904 | -$291 | 010.00 | Yes (X) | |||
| Sharon Grambow | |||||||||
| VP/COO | 005.00 | $0 | $278,145 | $15,183 | 045.00 | Yes (X) | |||
| Joseph La Rue | |||||||||
| EVP | 040.00 | $0 | $370,978 | $14,544 | 010.00 | Yes (X) | |||
| J Warren Tyler | |||||||||
| Controller | 046.00 | $0 | $130,116 | $1,170 | 004.00 | Yes (X) | |||
| Jennifer Drago | |||||||||
| EVP Business Dev | 050.00 | $0 | $215,781 | $11,134 | Yes (X) | ||||
| Coiya Tompkins | |||||||||
| VP Public Relations | 050.00 | $0 | $185,824 | $9,512 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $2,260,780 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $63,720 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Northern Trust | |||||
| 2398 E Camelback Rd | Phx | AZ | 85016 | Investment Management | $355,410 |
| The Weitz Company LLC | |||||
| 2111 E Highland Ave | Phx | AZ | 85016 | Construction | $1,041,308 |
| Drinker Biddle & Reath | |||||
| One Logan Sq 2000 | Phila | PA | 19103 | Legal | $265,508 |
| Plante and Moran PLLC | |||||
| 16060 Collections Ctr Dr | Chicago | IL | 60693 | Audit | $227,365 |
| CornerStone Partners | |||||
| 675 Peter Jefferson Pkwy | Charlottesville | VA | 22911 | Investment Management | $728,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $6,381,114 | RelatedOrganizationsAmt |
| Total Contributions | $6,381,114 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Life Care Communities Administration | 561000 | $2,227,276 | $2,227,276 |
| Land Rentals | 531190 | $518,690 | $518,690 |
| Care Transitions | 611710 | $596,119 | $596,119 |
| Health and Well Being Center | 611710 | $12,960 | $12,960 |
| Medication Management | 611710 | $150 | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,355,195 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,057,853 | TotalRevenueColumnAmt |
| Exclusion | $4,057,853 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,223,935 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,046,935 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,177,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,177,000 | TotalRevenueColumnAmt |
| Exclusion | $1,177,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $87,298,993 | SecuritiesAmt |
| Other | $4,800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,403,448 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,895,545 | SecuritiesAmt |
| Other | $4,800 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,900,345 | TotalRevenueColumnAmt |
| Exclusion | $14,900,345 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Transaction Settlement | Desc |
| Business | 524298 | BusinessCd |
| Total Revenue Column | $1,803,935 | TotalRevenueColumnAmt |
| Exclusion | $1,803,935 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,803,935 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,675,442 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,355,195 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $21,939,133 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,515,216 | TotalAmt |
| Program Services | $16,515,216 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,672,268 | TotalAmt |
| Program Services | $1,137,058 | ProgramServicesAmt |
| Management And General | $535,210 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,545,010 | TotalAmt |
| Program Services | $2,493,887 | ProgramServicesAmt |
| Management And General | $51,123 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,409 | TotalAmt |
| Program Services | $549,325 | ProgramServicesAmt |
| Management And General | $56,084 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,082 | TotalAmt |
| Program Services | $212,314 | ProgramServicesAmt |
| Management And General | $11,768 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,004 | TotalAmt |
| Program Services | $44,088 | ProgramServicesAmt |
| Management And General | $16,916 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,923 | TotalAmt |
| Program Services | $15,979 | ProgramServicesAmt |
| Management And General | $94,944 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,968 | TotalAmt |
| Management And General | $106,968 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,554 | TotalAmt |
| Management And General | $1,083,554 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,904 | TotalAmt |
| Program Services | $356,489 | ProgramServicesAmt |
| Management And General | $97,415 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,713 | TotalAmt |
| Program Services | $352,851 | ProgramServicesAmt |
| Management And General | $164,862 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,533 | TotalAmt |
| Program Services | $142,380 | ProgramServicesAmt |
| Management And General | $33,153 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,655 | TotalAmt |
| Program Services | $141,572 | ProgramServicesAmt |
| Management And General | $37,083 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,552 | TotalAmt |
| Program Services | $252,941 | ProgramServicesAmt |
| Management And General | $129,611 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,464 | TotalAmt |
| Program Services | $54,547 | ProgramServicesAmt |
| Management And General | $12,917 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,467 | TotalAmt |
| Program Services | $19,021 | ProgramServicesAmt |
| Management And General | $10,446 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,108,996 | TotalAmt |
| Program Services | $3,015,726 | ProgramServicesAmt |
| Management And General | $93,270 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,113 | TotalAmt |
| Program Services | $346,920 | ProgramServicesAmt |
| Management And General | $48,193 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Taxes Licenses | $261,690 | $167,698 | $93,992 |
| Program Supplies | $33,818 | $33,818 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,529,339 | TotalAmt |
| Program Services | $25,851,830 | ProgramServicesAmt |
| Management And General | $2,677,509 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,201,983 | BOYAmt |
| EOY | $1,032,447 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,766,921 | BOYAmt |
| EOY | $24,240,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $41,460,665 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,917,106 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,307,387 | BOYAmt |
| EOY | $36,543,559 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,383,669 | BOYAmt |
| EOY | $231,070,556 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,355,325 | BOYAmt |
| EOY | $32,063,911 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $989,515 | BOYAmt |
| EOY | $12,179,693 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,789,312 | BOYAmt |
| EOY | $19,244,357 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,794,112 | BOYAmt |
| EOY | $356,375,102 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,597,381 | BOYAmt |
| EOY | $10,879,452 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,965,879 | BOYAmt |
| EOY | $31,383,463 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,261,831 | BOYAmt |
| EOY | $20,806,768 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,390,748 | BOYAmt |
| EOY | $60,077,243 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,198,976 | BOYAmt |
| EOY | $10,543,919 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,414,815 | BOYAmt |
| EOY | $133,690,845 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,779,737 | BOYAmt |
| EOY | $211,903,524 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,599,560 | BOYAmt |
| EOY | $10,780,733 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,379,297 | BOYAmt |
| EOY | $222,684,257 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,794,112 | BOYAmt |
| EOY | $356,375,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,146,103 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $18,154,444 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,004,413 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| Sun Health Foundation | |||||
| 237107959 | 7 | Yes (true) | Yes (true) | Yes (true) | $2,558,000 |
| Banner Health | |||||
| 450233470 | 3 | Yes (true) | Yes (true) | Yes (true) | $13,137,904 |
| La Loma Senior Living Services Inc | |||||
| 861028348 | 9 | Yes (true) | Yes (true) | Yes (true) | $819,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $16,515,215 | SupportSumAmt |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,450,310 | OtherCostOrOtherBasisAmt |
| Book Value | $29,450,310 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,873,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,518,028 | DepreciationAmt |
| Book Value | $5,635,544 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $620,237 | OtherCostOrOtherBasisAmt |
| Depreciation | $325,458 | DepreciationAmt |
| Book Value | $372,954 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,516,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $419,765 | DepreciationAmt |
| Book Value | $1,084,751 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,543,559 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Financial derivatives and other financial products | ||
| Closely-held equity interests | ||
| JDM Partners Opportunity Fund I, LLC | $8,030,845 | F |
| Sun Health Senior Living, LLC | $1,314,974 | F |
| 203 Grand, LLC | $42,565 | F |
| CT Investors I, LLC | $100,000 | F |
| Rep Sun II, LLC | $4,078,186 | F |
| Sun Health Colonnade | $8,000,000 | F |
| La Loma Senior Living Services | $5,105,429 | F |
| La Loma MOB One | $5,391,912 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $32,063,911 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Pledged Funds | $17,521,100 |
| Prepaid Expenses | $239,855 |
| Receivables - Other | $1,483,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,244,357 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Due to Banner | $441,953 |
| Transaction Liability | $1,141,981 |
| N/P - La Loma | $4,172,773 |
| N/P - GVT Deferred Entrance Fees | $3,537,316 |
| Deferred Tax Liability | $1,233,730 |
| Due to Northwest Valley Connect | $16,166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,543,919 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| X 2 | Partners earnings are subject to federal and state income taxes. Deferred tax assets and liabilities are determined based on the differences between the financial reporting and tax basis of assets and liabilities using the enacted tax rates and laws that will be in effect when the differences are expected to reverse. A valuation allowance is provided when it is determined that it is more likely than not that some portion or all of a deferred tax asset will not be realized. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by Sun Health and recognize a tax liability if uncertain positions are taken that more likely than not would not be sustained upon examination by the IRS or other applicable taxing authorities. Management has analyzed the tax positions of Sun Health and has concluded that as of June 30, 2014 and 2013, there are not uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the combined financial statements. Sun Health is subject to routine audits by taxing jurisdictions however, there are currently no audits for any tax periods in progress. Management believes it is no longer subject to income tax examinations for years prior to June 30, 2011 for Services, Foundation and La Loma, and December 31, 2010 for Partners, Grandview, Colonnade and Senior Living. |
| X 2 | The provision for income taxes, included in services and other in the accompanying combined statement of activities and changes in net assets, for the year ended June 30, 2014 consists of the following Current Federal - 0 State - 0 and Total Current Provision - 0. Deferred Federal - 69,000 and State - 0 and Total Deferred Provision - 69,000. Total Tax Provision equaled 69,000. |
| X 2 | Deferred income taxes reflect the net tax effects of temporary differences between the carrying amounts of assets and liabilities for financial reporting purposes and the amounts used for income tax purposes. Sun Healths deferred tax assets and liabilities at June 30, 2014, are attributed to the following temporary differences Noncurrent Deferred Tax Asset Charitable Contribution Carryforward, 6,000 and Net Operating Loss Carryforward, 717,000 for a Total Noncurrent Deferred Tax Asset of 723,000. Noncurrent Deferred Tax Liabililty - Book/Tax Difference on Flow-Through Income totaled 5,845,000 with a total Net Deferred Tax Liability of 5,122,000. As of June 30, 2014, Sun Health had state net operating loss carryforwards of 2,050,000 and a federal net operating loss carryforward of 1,614,000. The net operating loss carryforwards for state will begin to expire in 2016 and the federal in 2033. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Banner Health | |||||||
| 1441 N 12th St | Phoenix | AZ | 85006 | 450233470 | 501c3 | $13,137,904 | Health Care Funding |
| Sun Health Foundation | |||||||
| 14719 W Grand Ave | Surprise | AZ | 85374 | 237107959 | 501c3 | $2,558,000 | Health Care Funding |
| La Loma Senior Living Svcs Inc | |||||||
| 14154 Denny Blvd | Litchfield Park | AZ | 85340 | 861028348 | 501c3 | $819,311 | Lifecare Community |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | Grants to Banner Health and other organizations engaged in promoting or enhancing the delivery of health care will be subject to written agreements. The Organization will provide funds to Banner Health in fulfillment of the support obligations of the Sun Health Support Parties including Sun Health Foundation and La Loma Senior Living pursuant to the Support and Maintenance Agreement. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| William T Sellner | ||||||
| EVP/CFO | $272,745 | $80,852 | $40,307 | -$7,483 | $7,192 | $393,613 |
| Joseph La Rue | ||||||
| EVP | $251,486 | $78,831 | $40,660 | $10,200 | $4,344 | $385,521 |
| Ronald D Guziak | ||||||
| President/CEO | $422,069 | $145,000 | $118,963 | $10,200 | $2,268 | $698,500 |
| Jennifer Drago | ||||||
| EVP Business Dev | $152,858 | $36,120 | $26,803 | $6,094 | $5,040 | $226,915 |
| Coiya Tompkins | ||||||
| VP Public Relations | $127,878 | $32,350 | $25,596 | $6,528 | $2,984 | $195,336 |
| Sharon Grambow | ||||||
| VP/COO | $197,506 | $41,878 | $38,761 | $9,791 | $5,392 | $293,328 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 4b | Mr. William Sellner, Mr. Joseph La Rue, Mr. Ronald Guziak, Ms. Jennifer Drago, Ms.Coiya Tompkins and Ms. Sharon Grambow participate in a board endorsed 457b plan. Each participant deferred 17,500 into the plan with the exception of Ms. Drago and Ms. Tompkins who contributed 14,122 and 1,413, respectively. A non-qualified 457f 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 62 or Rule of 80 age and service equals 80 or more. Mr. Ronald Guziak received a 457f payment of 49,234. 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. |
| Part II | Effective 9/2/08, the compensation for officers and key employees was paid by Banner Health through an agreement between Banner Health and Sun Health Services. Banner Health is a separate related 501c3 organization. Sun Health Services reimburses Banner Health for the amounts paid. |
| Part II | 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, The Colonnade and Grandview Terrace the latter three being three distinct continuing care retirement communities. |
| Part II | Column C, Retirement and other deferred compensation, for William T. Sellner is negative due to the decrease in actuarial value of the corporations qualified defined benefit plan lump sum payout. |
| Part II | See Schedule O for a disclosure of hours devoted to related organizations. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | Program Service Expenses 37,525, Grants and allocations 0, Revenue 150 Medication Management is a comprehensive program that offers a suite of services to help manage the complexity associated with taking multiple medications and supplements. Participants over the age of thirteen have access to a free customized medication profile detailing their health and drug history. For a nominal fee, individuals have access to pharmacist reviews and/or a special pill box that monitors their medication usage electronically. |
| Form 990, Part III, Line 4d | Program Service Expenses 418,298, Grants and allocations 0, Revenue 12,960 The Center for Health Wellbeing serves local medical center patients age fifty-five and up to evaluate and improve their overall health and wellness. In addition, the center specializes in providing education and support for those diagnosed with chronic heart and lung conditions, diabetes and pre-diabetes, or a memory impairment. |
| Form 990, Part III, Line 4d | Program Service Expenses 2,058,000, Grants and allocations 2,058,000, Revenue 0 Sun Health in its role as a supporting organization, agreed to fund the administrative and fund raising costs of an affiliate public charity, Sun Health Foundation. This funding ensures that 100 percent of all donor contributions are utiized towards the donors designated purpose of supporting the delivery of quality health care to the residents of the West Valley of Maricopa County, Arizona. |
| Form 990, Part III, Line 2 | The Sun Health Center for Health Wellbeing began operations on March 19, 2014. The center is designed to help community members evaluate and improve their overall health and wellbeing by providing education and support. See paragraph Form 990, Part III, Line 4d for The Center for Health Wellbeing above. |
| Form 990, Part III, Line 4a | The executive and board leadership of Sun Health Services may from time to time assist Sun Health Foundation in its fund development activities and other charitable tax-exempt organizations engaged in promoting or enhancing the deliverty of health care services within the West Valley of the Greater Phoenix, Arizona, metropolitan area. |
| Form 990, Part VI, Section A, Line 7a | The Directors are ratified by Sun Health Foundations Board of Trustees. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 is prepared by accounting personnel and reviewed by the Executive Vice President/Chief Financial Officer. A review is then conducted by the organizations independent accountant, Plante Moran, PLLC. The return is then reviewed by the Audit Committee and provided to the Board for comments prior to the filing deadline. |
| Form 990, Part VI, Section B, Line 12c | On an annual basis board members and management staff are required to submit a conflict of interest questionaire for Board and management review as appropriate. The questionaire provides specific instructions that the form must be updated if any situation arises during the year that might constitute a conflict. The Audit Committee has responsibility for intervening, if necessary, on conflict of interest matters. Any individual found to be in conflict will abstain from the decision making process. |
| Form 990, Part VI, Section B, Line 15 | The Management Review Committee, as provided in the organizations by-laws, has a responsibility for the compensation of all senior management. Annually, salaries of senior management are reviewed by the organizations Board of Directors. The deliberation and decision of compensation arrangements was contemporaneously substantiated in the organizations minutes. An independent compensation consultant is retained by the organization periodically to assist with the determination of the compensation and benefits program for all senior management. The compensation process was last undertaken in 2014. |
| Form 990, Part VI, Section C, Line 19 | Governing documents and conflict of interest policies are generally not made available to the public. Financial statements historically have been made available at public meetings and upon reasonable request. |
| Form 990, Part VII, Section A, Line 1a | These individuals devote weekly time to the following organizations William T. Sellner, 40 Hours Sun Health Services, 6 hours Sun Health Partners and 4 hours Sun Health Foundation Joseph La Rue, 40 hours Sun Health Services and 10 hours Sun Health Partners Ronald D. Guziak, 28 hours Sun Health Services, 20 hours Sun Health Foundation and 2 hours Sun Health Partners J. Warren Tyler, 46 hours Sun Health Services and 4 hours Sun Health Partners Jennifer Drago, 50 hours Sun Health Services and Coiya Tompkins, 50 hours Sun Health Services. All of the individuals contribute time to Sun Health Senior Living and to Senior Living entities, including La Loma Senior Living, The Colonnade and Grandview Terrace. Sharon Grambow devotes the majority of time to Senior Living entities as follows 15 hours to La Loma Senior Living Services, 15 hours to Sun Health Colonnade, 15 hours to Sun Health Grandview Terrace and 5 hours to Sun Health Services. The following board members devoted time to Sun Health Foundation, a related organization Sandra L. Foell, 5 hours Darl Bachmann, 5 hours L. Birt Kellam, 2 hours Cathy E. Ross, 2 hours Michael Mandell, 5 hours and Janis Ryan, 2 hours. |
| Form 990, Part VII, Section A, Line 1a | Column F, estimated amount of other compensation from the organization and related organizations, is a negative number for William T. Sellner due to a decrease in actuarial value of the corporations qualified defined benefit plan lump sum payout. |
| Form 990, Part XI, Line 9 | Other changes in net assets and fund balance consist of the following change in swap value of 73,090 change in investment value, 1,186,758 Colonnade land transfer to Sun Health Services, 412,224 and pension plan valuation adjustment, 4,478,521. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Sun Health Senior Living LLC | |||||||||
| PO Box 6030 | Sun City West | AZ | 85376 | 455456931 | Administration | AZ | $2,228,133 | $827,042 | Sun Health Services |
| La Loma MOB One LLC | |||||||||
| PO Box 6030 | Sun City West | AZ | 85376 | 861024087 | Commercial Rent | AZ | $578,309 | $5,454,600 | Sun Health Services |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sun Health Foundation | |||||||||||
| PO Box 6030 | Sun City West | AZ | 85376 | 237107959 | Fundraising | AZ | 501c3 | 7 | N/A | false | |
| Banner Health | |||||||||||
| 1441 N 12th St | Phoenix | AZ | 85006 | 450233470 | Hospital Operator | AZ | 501c3 | 3 | N/A | false | |
| La Loma Senior Living Services Inc | |||||||||||
| 14154 Denny Boulevard | Litchfield Park | AZ | 85340 | 861028348 | Senior Living | AZ | 501c3 | 9 | Yes (true) | Sun Health Svcs | |
| Sun Health Colonnade | |||||||||||
| 19116 Colonnade Way | Surprise | AZ | 85374 | 453137352 | Senior Living | AZ | 501c3 | 9 | Yes (true) | Sun Health Svcs | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Grandview Terrace LLP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6030 | AddressLine1 |
| City | Sun City West | City |
| State | AZ | State |
| ZIP Code | 85376 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860795477 | EIN |
| Primary Activities | Senior Community | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $54,867 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $19,890,185 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (true) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Partners | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6030 | AddressLine1 |
| City | Sun City West | City |
| State | AZ | State |
| ZIP Code | 85376 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860796950 | EIN |
| Primary Activities | Investments | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Share Of Total Income | $237,005 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $5,133,314 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (24 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| La Loma Senior Living Services Inc | ||
| d | $40,220,000 | Actual Debt |
| Banner Health | ||
| p | $4,096,528 | Cash |
| Sun Health Grandview Terrace LLP | ||
| j | $488,688 | Cash |
| Sun Health Grandview Terrace LLP | ||
| p | $77,000 | Cash |
| Sun Health Grandview Terrace LLP | ||
| d | $12,621,487 | Actual Debt |
| Sun Health Grandview Terrace LLP | ||
| d | $2,204,740 | Actual Debt |
| La Loma Senior Living Services Inc | ||
| d | $500,000 | Actual Debt |
| La Loma Senior Living Services Inc | ||
| j | $245,985 | Lease Value |
| La Loma Senior Living Services Inc | ||
| d | $4,369,121 | Negotiated |
| Sun Health Colonnade | ||
| d | $6,765,000 | Actual Debt |
| La Loma Senior Living Services Inc | ||
| l | $580,480 | Actual Incurred |
| La Loma Senior Living Services Inc | ||
| o | $6,320,433 | Actual Incurred |
| Sun Health Colonnade | ||
| l | $159,194 | Actual Incurred |
| Sun Health Colonnade | ||
| o | $1,669,745 | Actual Incurred |
| Sun Health Grandview Terrace LLP | ||
| l | $917,302 | Actual Incurred |
| Sun Health Grandview Terrace LLP | ||
| o | $9,007,933 | Actual Incurred |
| Banner Health | ||
| b | $12,250,000 | Accrued Liability |
| Banner Health | ||
| b | $887,904 | Cash |
| Sun Health Foundation | ||
| b | $2,558,000 | Cash |
| La Loma Senior Living Services Inc | ||
| r | $819,311 | Cash |
| Sun Health Foundation | ||
| c | $6,264,067 | Cash |
| Sun Health Foundation | ||
| c | $117,047 | Accrued Receivable |
| La Loma Senior Living | ||
| d | $73,798 | Cash |
| Sun Health Colonnade | ||
| s | $412,224 | Appraised Value |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V Line 1d | FormAndLineReferenceDesc |
| Explanation | In connection with Sun Health Services becoming sole member of La Loma Senior Living Services, Inc., Sun Health Services agreed to serve as a guarantor of the debt. | ExplanationTxt |