SUN HEALTH SERVICES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SUN HEALTH SERVICES (EIN 26-2957251)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201321339349303247
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2013-05-13T11:56:41-00:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27400 NORTHWESTERN HWY | AddressLine1 |
| City | SOUTHFIELD | City |
| State | MI | State |
| ZIP Code | 48034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262957251 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUNH | NameControl |
| Phone | 6238326616 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William T Sellner | Name |
| Title | EVP CFO | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN MIENCIER | Name |
| Phone | 2483522500 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | Ronald D Guziak | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 207680384 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sunhealth.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2008 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | Sun Health Services supports and benefits Sun Health Foundation, Banner Health, and other charitable organizations engaged in promoting or enhancing the delivery of health care services within the West Valley of the greater Phoenix , Arizona, metropolitan area. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -269881 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3283786 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5037722 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 2560087 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14823896 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12208958 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2308636 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1003509 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20416318 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20810276 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 12820557 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13148870 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6419587 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2751659 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15125225 | OtherExpensePriorYear |
| Other Expenses Current Year | 22505722 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34365369 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38406251 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -13949051 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -17595975 | RevenuesLessExpensesCY |
| Total Assets BOY | 326739492 | TotalAssetsBOY |
| Total Assets EOY | 326434377 | TotalAssetsEOY |
| Total Liabilities BOY | 98624679 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 146076074 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 228114813 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 180358303 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Sun Health champions healthy living, research and superior health care with a vision of being the leading advocate for facilitating healthy living. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 32267647 | Expense |
| Grants | 13148870 | Grants |
| Revenue | 508076 | Revenue |
| Description | 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 2012, 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1374667 | Expense |
| Revenue | 2052011 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 33642314 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 39 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | William T Sellner EVP-CFO | NamePerson |
| Telephone Number | 6238326616 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| A Steven Charney MD | ||||||||
| Secretary | 002.00 | X | X | 0 | 0 | 0 | ||
| Leonard F DeBaker | ||||||||
| Treasurer | 002.00 | X | X | 0 | 0 | 0 | ||
| Sandra L Foell | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Frank E Joyce | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| L Birt Kellam | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Richard V Livengood | ||||||||
| Immediate Past Chairman | 002.00 | X | X | 0 | 0 | 0 | ||
| Dean L Strycker MD | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Cathy Ross | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Robert T Root PhD | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Darl Bachmann | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| R Jack Stephenson | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Janis Ryan | ||||||||
| Director | 002.00 | X | 0 | 0 | 0 | |||
| Jon Jack Wohler | ||||||||
| Chairman | 002.00 | X | X | 0 | 0 | 0 | ||
| Leland Peterson - retired 122009 | ||||||||
| President | 000.00 | 696297 | 0 | 85807 | X | |||
| William T Sellner | ||||||||
| EVP/CFO | 050.00 | X | 0 | 434476 | 76932 | |||
| Joseph La Rue | ||||||||
| Vice President | 050.00 | X | 0 | 394983 | 13021 | |||
| Pamela Meyerhoffer - retired 92009 | ||||||||
| EVP/CFO | 000.00 | 0 | 179948 | 92725 | X | |||
| J Warren Tyler | ||||||||
| Controller | 050.00 | 0 | 178799 | 63729 | X | |||
| Ronald D Guziak | ||||||||
| President/CEO | 050.00 | X | X | 0 | 704408 | 12526 | ||
| Jennifer Drago | ||||||||
| VP Business Dev | 050.00 | 0 | 157815 | 389 | X | |||
| Coiya Tompkins | ||||||||
| VP Public Relations | 050.00 | 0 | 138445 | 6874 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 696297 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2188874 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 352003 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Northern Trust | |||||
| 2398 E Camelback Rd | Phx | AZ | 85016 | Investment Management | 321337 |
| Creative Networks LLC | |||||
| 950 W Behrend Dr Ste 1 | Phx | AZ | 85027 | Home Health Care | 207624 |
| Drinker Biddle & Reath | |||||
| One Logan Sq 2000 | Phila | PA | 19103 | Legal | 151029 |
| Plante and Moran PLLC | |||||
| 16060 Collections Ctr Dr | Chicago | IL | 60693 | Audit | 216640 |
| CornerStone Partners | |||||
| 675 Peter Jefferson Pkwy | Charlottesville | VA | 22911 | Investment Management | 361828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 5037722 | RelatedOrganizations |
| Total Contributions | 5037722 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Life Care Communities Administration | 561000 | 2052011 | 2052011 |
| Land Rentals | 531190 | 508076 | 508076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2560087 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5248331 | TotalRevenueColumn |
| Exclusion | $5,248,331 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1644521 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 641012 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1003509 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1003509 | TotalRevenueColumn |
| Exclusion | $1,003,509 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 193189723 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 186229096 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6960627 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6960627 | TotalRevenueColumn |
| Exclusion | $6,960,627 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20810276 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2560087 | RelatedOrExemptFunctionIncome |
| Exclusion | $13,212,467 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13148870 | Total |
| Program Services | 13148870 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 878209 | Total |
| Program Services | 316155 | ProgramServices |
| Management And General | 562054 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1209143 | Total |
| Program Services | 1148509 | ProgramServices |
| Management And General | 60634 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 588389 | Total |
| Program Services | 561812 | ProgramServices |
| Management And General | 26577 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75918 | Total |
| Program Services | 66049 | ProgramServices |
| Management And General | 9869 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60395 | Total |
| Program Services | 38653 | ProgramServices |
| Management And General | 21742 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85816 | Total |
| Program Services | 10823 | ProgramServices |
| Management And General | 74993 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114220 | Total |
| Management And General | 114220 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1147286 | Total |
| Management And General | 1147286 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 223556 | Total |
| Program Services | 171303 | ProgramServices |
| Management And General | 52253 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310204 | Total |
| Program Services | 205200 | ProgramServices |
| Management And General | 105004 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56845 | Total |
| Program Services | 47530 | ProgramServices |
| Management And General | 9315 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131833 | Total |
| Program Services | 85735 | ProgramServices |
| Management And General | 46098 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 461208 | Total |
| Program Services | 333634 | ProgramServices |
| Management And General | 127574 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67020 | Total |
| Program Services | 44709 | ProgramServices |
| Management And General | 22311 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2708058 | Total |
| Program Services | 2626816 | ProgramServices |
| Management And General | 81242 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259094 | Total |
| Program Services | 230161 | ProgramServices |
| Management And General | 28933 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Deferred UBI Taxes | 233182 | 149236 | 83946 |
| Taxes and Licenses | 113192 | 72702 | 40490 |
| Accrued Frozen Pension Plan Funding | 16533813 | 14384417 | 2149396 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38406251 | Total |
| Program Services | 33642314 | ProgramServices |
| Management And General | 4763937 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1810039 | BOY |
| EOY | 932142 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11639980 | BOY |
| EOY | 17138746 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40948384 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5695401 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34497837 | BOY |
| EOY | 35252983 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227626764 | BOY |
| EOY | 210435324 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24851184 | BOY |
| EOY | 27516861 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10696622 | BOY |
| EOY | 7689061 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15617066 | BOY |
| EOY | 27469260 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326739492 | BOY |
| EOY | 326434377 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6810543 | BOY |
| EOY | 8573007 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22307913 | BOY |
| EOY | 27864060 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22255291 | BOY |
| EOY | 21716894 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47250932 | BOY |
| EOY | 87922113 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98624679 | BOY |
| EOY | 146076074 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215687603 | BOY |
| EOY | 167803204 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12427210 | BOY |
| EOY | 12555099 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 228114813 | BOY |
| EOY | 180358303 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326739492 | BOY |
| EOY | 326434377 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -17595975 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -30160535 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| Sun Health Foundation | |||||
| 237107959 | 07 | true | true | true | $0 |
| Banner Health | |||||
| 450233470 | 03 | true | true | true | $13,148,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 13148870 | SumOfAmounts |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29423117 | OtherCostOrOtherBasis |
| Book Value | 29423117 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9294692 | OtherCostOrOtherBasis |
| Depreciation | 5294421 | Depreciation |
| Book Value | 4067285 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 183585 | OtherCostOrOtherBasis |
| Depreciation | 132502 | Depreciation |
| Book Value | 51083 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2046990 | OtherCostOrOtherBasis |
| Depreciation | 1391881 | Depreciation |
| Book Value | 1711498 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 35252983 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| JDM Partners Opportunity Fund I, LLC | 8114700 | F |
| Sun Health Senior Living, LLC | 2217864 | F |
| 203 Grand, LLC | 42241 | F |
| CT Investors I, LLC | 100000 | F |
| Rep Sun II, LLC | 3936627 | F |
| Sun Health Colonnade | 8000000 | F |
| La Loma Senior Living Services | 5105429 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 27516861 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Pledged Funds | 25718621 |
| Prepaid Expenses | 68969 |
| Receivables - Other | 1681670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 27469260 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (10 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due to Banner | $392,053 |
| Transaction Liability | $1,899,197 |
| Pension Liability | $34,585,891 |
| Swap Liability | $24,578,267 |
| Miscellaneous Liabilities | |
| N/P - La Loma | $4,565,470 |
| Northern Trust LOC | $14,926,228 |
| N/P - SCW Communities, LLC | $2,960,000 |
| N/P - GVT Deferred Entrance Fees | $2,897,004 |
| Deferred Tax Liability | $1,118,003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 87922113 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| X | 2 | 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, 2012 and 2011, there are no uncertain positions taken or expected to be taken that |
| X | 2 | 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, 2009 for Sun Health Services, Sun Health Foundation and La Loma Senior Living, and December 31, 2008 for Sun Health Partners, Grandview Terrace, Sun Health Colonnade and |
| X | 2 | Sun Health Senior Living. 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, 2012, consists of the following Current Federal - 240,000 State - 25,000 and Total Current Provision - 265,000. Deferred Federal - 195,000 and State - none. Total Deferred Provision equaled 195,000 and Total Tax Provision equaled 460,000. |
| 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, 2012 are attributed to the following temporary differences |
| X | 2 | Noncurrent Deferred Tax Asset Charitable contribution Carryforward, 6,000 and Net Operating Loss Carryforward, 707,000 for a Total Noncurrent Deferred Tax Asset of 713,000. Noncurrent Deferred Tax Liability - Book/Tax Difference on Flow-Through Income totaled 5,595,000 with a total Net Deferred Tax Liability of 4,882,000. As of June 30, 2012, Sun Health has a state net operating loss carryforward of 6,637,000 and a federal net operating loss carryforward of 1,214,000. |
| X | 2 | The net operating loss carryforwards for the state will begin to expire in 2016 and the federal in 2031. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Banner Health | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 N 12th St | AddressLine1 |
| City | Phx | City |
| State | AZ | State |
| ZIP Code | 85006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 450233470 | EINOfRecipient |
| IRC Section | 501c3 | IRCSection |
| Amount Of Cash Grant | 13148870 | AmountOfCashGrant |
| Purpose Of Grant | Health Care Funding | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| 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 pursuant to the Support and Maintenance Agreement. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|---|
| Leland Peterson - retired 122009 | ||||||||
| 696297 | 85807 | 782104 | ||||||
| William T Sellner | ||||||||
| 255672 | 155704 | 23100 | 70704 | 6228 | 511408 | |||
| Joseph La Rue | ||||||||
| 237415 | 133946 | 23622 | 9287 | 3734 | 408004 | |||
| Pamela Meyerhoffer - retired 92009 | ||||||||
| 179948 | 92223 | 502 | 272673 | |||||
| J Warren Tyler | ||||||||
| 117639 | 4773 | 56387 | 60696 | 3033 | 242528 | |||
| Ronald D Guziak | ||||||||
| 398017 | 245874 | 60517 | 9800 | 2726 | 716934 | |||
| Jennifer Drago | ||||||||
| 129500 | 20313 | 8002 | 389 | 158204 | ||||
Form990 Schedule J Part III Form990ScheduleJPartIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 4a | In connection with the Banner Health transaction, the following individuals received change-in-control/serverance payments during the calendar year 2011 Mr. Leland Peterson and Ms.Pamela Meyerhoffer. The severance agreement associated with the change-in-control was subject to an independent consultants review with oversight by the Board of Directors through the Management Review Committee. Ms. Meyerhoffers payments ended in 2011 in accordance with the agreement. |
| I | 4b | Mr. William Sellner, Mr. Joseph LaRue and Mr. Ronald Guziak participate in a board endorsed 457b plan. Each participant deferred 16,500 into the plan. 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 41,261. |
| I | 4b | 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. |
| II | Effective 9/2/08, the compensation for officers and key employees with the exception of Mr. Leland Peterson 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. | |
| II | Mr. Petersons serverance agreement and benefits were subject to an independent consultants review with oversight by the Board of Directors through the Management Review Committee. 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, La Loma Senior Living, The Colonnade and Grandview Terrace | |
| II | the latter three being three distinct continuing care retirement communities. | |
| II | See Schedule O for a disclosure of hours devoted to related organizations. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part III | 2 | Sun Health Services developed and implemented two community-based health programs, Care Transitions and Medication Management. The Care Transitions program serves local medical center patients age 55 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. Medication Management provides participants over the age of 13 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 | 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 delivery of health care services within the West Valley of the Greater Phoenix, Arizona, metropolitan area. |
| Form 990 Part VI | 7a | The Directors are ratified by Sun Health Foundations Board of Trustees. |
| Form 990 Part VI | 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 | 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 | 15 | The Management Review Committee, as provided in the organizations by-laws, has a responsibility for the compensation of all senior managment. 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 2012. |
| Form 990 Part VI | 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 | 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 LaRue, 40 hours Sun Health Partners and 10 hours Sun Health Services Ronald D. Guziak, 28 hours Sun Health Services, 20 hours Sun Health Foundation and 2 hours Sun Health Partners and J. Warren Tyler, 46 hours Sun Health Services and 4 hours Sun Health Partners. 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. The following board members devoted time to Sun Health Foundation, a related organization Darl Bachmann, 6 hours Sandra L. Foell, 5 hours L. Birt Kellam, 2 hours Cathy E. Ross, 2 hours Janis Ryan, 2 hours and Jon Wohler, 2 hours. |
| Form 990 Part XI | 5 | Other changes in net assets consist of the following Unrealized losses of 10,885,779 change in swap value of 11,410,991 change in investment value of 642,839 Grandview Terrace partnership interest transfer of 2,433,555 from Sun Health Partners to Sun Health Services, loss on acquisition of Roskamp Sun Health Management Services, LLP of 1,440,359 and funds invested in Grandview Terrace of 9,499,800. |
| Form 990 Part III Line 2 Sun Health Services developed and implemented two community-based health programs, Care Transitions and Medication Management. The Care Transitions program serves local medical center patients age 55 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. Medication Management provides participants over the age of 13 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 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 delivery 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 managment. 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 2012. 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 LaRue, 40 hours Sun Health Partners and 10 hours Sun Health Services Ronald D. Guziak, 28 hours Sun Health Services, 20 hours Sun Health Foundation and 2 hours Sun Health Partners and J. Warren Tyler, 46 hours Sun Health Services and 4 hours Sun Health Partners. 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. The following board members devoted time to Sun Health Foundation, a related organization Darl Bachmann, 6 hours Sandra L. Foell, 5 hours L. Birt Kellam, 2 hours Cathy E. Ross, 2 hours Janis Ryan, 2 hours and Jon Wohler, 2 hours. Form 990 Part XI Line 5 Other changes in net assets consist of the following Unrealized losses of 10,885,779 change in swap value of 11,410,991 change in investment value of 642,839 Grandview Terrace partnership interest transfer of 2,433,555 from Sun Health Partners to Sun Health Services, loss on acquisition of Roskamp Sun Health Management Services, LLP of 1,440,359 and funds invested in Grandview Terrace of 9,499,800. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Senior Living LLC | BusinessNameLine1 |
Address US AddressUS
| 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 | 455456931 | EIN |
| Primary Activities | Administration | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Total Income | 2052011 | TotalIncome |
| EOY Assets | 1446510 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Services | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | 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 | true | Sun Health Svcs | |
| Sun Health Colonnade | |||||||||||
| 19116 Colonnade Way | Surprise | AZ | 85374 | 453137352 | Senior Living | AZ | 501c3 | 9 | true | Sun Health Svcs | |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Grandview Terrace LLP | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | Senior Community | PrimaryActivity |
| Legal Domicile State | AZ | LegalDomicileState |
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 | PredominantIncomeType |
| Share Of Total Income | 183424 | ShareOfTotalIncome |
| Share Of EOY Assets | 6223906 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | true | GeneralOrManagingPartner |
| Percentage Ownership | 0.50000 | PercentageOwnership |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Partners | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | Investments | PrimaryActivity |
| Legal Domicile State | AZ | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C Corp | TypeOfEntity |
| Share Of Total Income | 742422 | ShareOfTotalIncome |
| Share Of EOY Assets | 5580306 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (14 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| La Loma Senior Living Services Inc | ||
| d | 43836000 | Actual Debt |
| Sun Health Foundation | ||
| c | 5037722 | Cash |
| Banner Health | ||
| b | 13148870 | Cash |
| Banner Health | ||
| o | 2361401 | Cash |
| Sun Health Grandview Terrace LLP | ||
| i | 463076 | Cash |
| La Loma Senior Living Svcs Inc | ||
| p | 3139392 | Cash |
| Sun Health Grandview Terrace LLP | ||
| o | 1003545 | Cash |
| Sun Health Grandview Terrace LLP | ||
| o | 8452435 | Cash |
| Sun Health Partners | ||
| h | 2433555 | Allocated Cost |
| Roskamp Sun Health Management Services LLP | ||
| g | -1440359 | Appraised Values |
| La Loma Senior Living Services Inc | ||
| b | 317503 | In-kind |
| La Loma Senior Living Services Inc | ||
| d | 4769487 | Negotiated |
| Sun Health Colonnade | ||
| p | 1065384 | Cash |
| Sun Health Colonnade | ||
| k | 92000 | Cash |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | V | Identifier |
| Return Reference | 1d | ReturnReference |
| 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. | Explanation |