2025-05-14T13:49:19+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 832576991 Sun Health Grandview Terrace SUNH 6239758100 PO BOX 6030 SUN CITY WEST AZ 85376 AMY RUNGE CFO 2025-05-14 true Brian Todd P00422601 4178658701 2025-05-14 2023 2025-03-06 01:10:19Z JOSEPH E LA RUE PO BOX 6030 SUN CITY WEST AZ 85376 31336175 false X WWW.SUNHEALTH.ORG X 2018 AZ GRANDVIEW TERRACE BRINGS NEW MEANING TO ALL-INCLUSIVE INDEPENDENT LIVING THAT COMBINES AMENITIES, CONVENIENCE, WELLNESS, AND EMPOWERED LIVING. 11 11 372 15 0 0 180143 99690 27426119 31056396 71862 180424 -3431 -335 27674693 31336175 0 0 12112866 12989911 0 0 17345692 20671744 29458558 33661655 -1783865 -2325480 73389280 70034817 95402429 94373446 -22013149 -24338629 GRANDVIEW TERRACE CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING, AND WELLNESS PROGRAMS. false false 28839859 31056396 SUN HEALTH GRANDVIEW TERRACE OPERATES A 288-RESIDENCE LIFE CARE INDEPENDENT LIVING COMMUNITY AND A 115-BED HEALTH AND REHABILITATION CENTER. THE HEALTH AND REHABILITATION CENTER PROVIDES SKILLED NURSING, MEMORY SUPPORT, AND ASSISTED LIVING CARE TO ITS RESIDENTS AND OTHER COMMUNITY RESIDENTS. SUN HEALTH SERVICES AN ARIZONA NONPROFIT CORPORATION, IS TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND IS THE SOLE MEMBER OF GRANDVIEW. SEE SCHEDULE O FOR MORE INFORMATION. 28839859 true true false false false false false false false true false false true true false true true false false false false false false false false false false false true false false false false false false false false false false false false true true false false false true X 60 0 true 372 true false false false false false false false false false false false false X 11 11 false true false false true true true true true false false true true true true true true true true false X Amy Runge 6238325350 PO Box 6030 Sun City West AZ 85376 IRENE KOVALA EDD VICE CHAIR END/CHAIR BEG 09/23 0.5 3.5 X X 0 0 0 JOSEPH E LA RUE PRESIDENT & CEO 2.0 38.0 X X 0 669661 84229 LEW LANCASTER TREASURER 0.5 3.5 X X 0 0 0 NEAL HASKELL DIRECTOR; VICE CHAIR BEG 09/23 0.5 3.5 X X 0 0 0 PATRICIA LEWIS FINNELL CHAIR END 09/23 0.5 3.5 X X 0 0 0 ROGER GIMBY SECRETARY 0.5 3.0 X X 0 0 0 GARY MARRER DIRECTOR 0.5 3.0 X 0 0 0 GERALD SOLOMON DIRECTOR 0.5 3.0 X 0 0 0 HERMAN L ORCUTT DIRECTOR 0.5 3.0 X 0 0 0 JOAN SMITH DIRECTOR, EX-OFFICIO, SHF 0.5 3.5 X 0 0 0 L BIRT KELLAM DIRECTOR END 10/23 0.5 3.5 X 0 0 0 MARK REIFSTECK DIRECTOR BEG 09/23 0.5 3.0 X 0 0 0 MICHAEL BARNES DIRECTOR, VICE CHAIR BEG 09/23, SHF 0.5 3.5 X 0 0 0 RANDY MCGRANE DIRECTOR END 02/24 0.5 3.0 X 0 0 0 REV LOWELL NELSON DIRECTOR END 03/24 0.5 3.0 X 0 0 0 RONALD J SYMIC DIRECTOR 0.5 3.5 X 0 0 0 AMY RUNGE CFO 2.0 38.0 X 0 274950 0 JOHN COUTURE COO 2.0 36.0 X 0 325817 52814 KIMBERLY THOMPSON CHIEF EXPERIENCE OFFICER 2.0 36.0 X 0 236752 43202 WENDY NORMAN SVP HR G DEVELOPMENT 2.0 36.0 X 0 231836 13784 KARI DAVIS-CURRY VP COMMUNITY OPS 2.0 38.0 X 0 169977 10824 KATHLEEN FREDERICK DIR OF SALES & BUS DEV 2.0 38.0 X 0 175988 7546 MICHELLE MARTINEZ VP COMMUNITY OPS 2.0 38.0 X 0 207131 10312 NEAL SMITH VP OF FACILITIES & CONSTRUCTION MANAGEMENT 2.0 38.0 X 0 199136 13879 YUNXIANG LI VP OF ACCOUNTING & FINANCIAL REPORTING 2.0 38.0 X 0 158254 17688 SHARON GRAMBOW FORMER CFO 2.0 38.0 X 0 113217 2455 TAHLYA VISINTAINER FORMER COO 2.0 36.0 X 0 158246 3292 0 2920965 260025 0 true true false MORRISON COMMUNITY LIVING PO BOX 102289 ATLANTA GA 30368 SENIOR LIVING SVCS 3274783 STAFFU LLC PO BOX 440242 NASHVILLE TN 37244 NURSING REGISTRY 2001540 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 REHABILITATION 1027387 ALBRECHT AND SON LLC 11126 W WISCONSIN AVE 5 YOUNGTOWN AZ 85363 REMODELING 774907 SHIFTKEY LLC 5221 N OCONNOR BLVD STE 1400 IRVING TX 75039 STAFFING 421951 5 99690 99690 RESIDENT SERVICES 623000 31041396 31041396 OTHER REVENUE 623000 15000 15000 0 0 0 0 31056396 180424 180424 0 0 0 0 OTHER NON-OPERATING REVENUE 900099 -335 -335 0 0 0 0 -335 31336175 31056396 0 180089 10996724 10235957 760767 1178197 1125767 52430 814990 757576 57414 3275501 3275501 16024 16024 55282 55282 2105602 1985651 119951 0 183162 158984 24178 275357 91817 183540 348104 343755 4349 1297025 1297025 103139 99333 3806 1193630 1193630 4400845 4400845 712225 712225 RESIDENT SUPPLIES 3305739 3305739 RESIDENT DINING SUPPLIES 1508418 1508418 REPAIRS & MAINTENANCE 498119 498119 UNIT APPRECIATION LOSS 380379 380379 1013193 744639 268554 0 33661655 28839859 4821796 0 3004363 1675573 1764677 1797916 2530409 3564596 0 0 0 0 53030 42801 47693 22851 108370047 57928440 53253708 50441607 0 0 12735400 12489473 73389280 70034817 26806107 24602374 27229629 29238815 21890197 21820180 0 0 7337096 6903604 12139400 11808473 95402429 94373446 X -22013149 -24338629 -22013149 -24338629 73389280 70034817 -2325480 0 X false true X true false X 429990 433981 55498 180143 99690 1199302 22747038 21700559 23626518 27426119 31056396 126556630 0 0 0 23177028 22134540 23682016 27606262 31156086 127755932 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 127755932 11141 1128 5353 71862 180424 269908 0 11141 1128 5353 71862 180424 269908 0 0 0 0 0 0 0 23188169 22135668 23687369 27678124 31336510 128025840 0.9979 0 0.0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81804012 41864141 39939871 14352591 13622475 730116 12213444 2441824 9771620 50441607 DUE FROM RELATED PARTY 838000 ROU ASSET 11651473 12489473 OPERATING LEASE 11651473 DUE TO RELATED PARTY 157000 11808473 31336175 0 0 31336175 0 0 31336175 33661655 0 0 33661655 0 0 33661655 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. false true false false false false false false false JOSEPH E LA RUE PRESIDENT & CEO 0 338971 0 0 0 330690 0 74700 0 9529 0 753890 0 269190 SHARON GRAMBOW FORMER CFO 0 82404 0 0 0 30813 0 0 0 2455 0 115672 0 0 AMY RUNGE CFO 0 274950 0 0 0 0 0 0 0 0 0 274950 0 0 TAHLYA VISINTAINER FORMER COO 0 158246 0 0 0 0 0 0 0 3292 0 161538 0 0 JOHN COUTURE COO 0 325817 0 0 0 0 0 39535 0 13279 0 378631 0 0 KIMBERLY THOMPSON CHIEF EXPERIENCE OFFICER 0 236752 0 0 0 0 0 32896 0 10306 0 279954 0 0 WENDY NORMAN SVP HR G DEVELOPMENT 0 231836 0 0 0 0 0 6338 0 7446 0 245620 0 0 KARI DAVIS-CURRY VP COMMUNITY OPS 0 169977 0 0 0 0 0 0 0 10824 0 180801 0 0 KATHLEEN FREDERICK DIR OF SALES & BUS DEV 0 175988 0 0 0 0 0 5534 0 2012 0 183534 0 0 MICHELLE MARTINEZ VP COMMUNITY OPS 0 207131 0 0 0 0 0 8363 0 1949 0 217443 0 0 NEAL SMITH VP OF FACILITIES & CONSTRUCTION MANAGEMENT 0 199136 0 0 0 0 0 8193 0 5686 0 213015 0 0 YUNXIANG LI VP OF ACCOUNTING & FINANCIAL REPORTING 0 158254 0 0 0 0 0 6767 0 10921 0 175942 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation SUN HEALTH SERVICES, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SOME OFFICERS AND KEY EMPLOYEES PARTICIPATE IN A BOARD ENDORSED 457(B) PLAN. A NON-QUALIFIED 457(F) PLAN IS BOARD ENDORSED FOR CERTAIN EXECUTIVES. THIS PLAN CARRIES A SUBSTANTIAL RISK OF FORFEITURE IN THAT VESTING ONLY OCCURS THE EARLIER OF 5 YEARS FROM THE DATE OF DEPOSIT, AGE 60 OR RULE OF 80 (AGE AND SERVICE EQUALS 80 OR MORE). ALL DEPOSITS ARE EMPLOYER CONTRIBUTIONS. SHOULD A PARTICIPANT VOLUNTARILY TERMINATE EMPLOYMENT PRIOR TO A DEPOSIT VESTING, THE DEPOSIT IS FORFEITED. ALL DEPOSITS ARE PAID OUT AND TAXED UPON VESTING. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN IN 2023 WITH THE FOLLOWING EMPLOYER CONTRIBUTIONS FROM A RELATED ORGANIZATION: - JOSEPH E. LA RUE - $61,500 - JOHN COUTURE - $27,026 - KIMBERLEY THOMPSON - $22,783 THERE WERE NO INDIVIDUALS WHO PARTICIPATED IN A 457(F) PLAN IN 2023 WHO RECEIVED DISTRIBUTIONS WHICH WERE REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. Schedule J, Part II COMPENSATION THE SALARY AND BENEFITS INFORMATION DISCLOSED ON SCHEDULE J, PART II, REPRESENTS THE AGGREGATE COMPENSATION TO INDIVIDUALS FOR THEIR SERVICES TO SUN HEALTH SERVICES, SUN HEALTH FOUNDATION, SUN HEALTH PARTNERS, SUN HEALTH SENIOR LIVING, LA LOMA SENIOR LIVING, SUN HEALTH COLONNADE AND GRANDVIEW TERRACE; THE LATTER THREE BEING THREE DISTINCT CONTINUING CARE RETIREMENT COMMUNITIES. Form 990, Part III, Line 4 PROGRAM SERVICE ACCOMPLISHMENTS THROUGH ITS AFFILIATION WITH SERVICES, GRANDVIEW IS ONE OF THREE SENIOR LIVING CAMPUSES UNDER COMMON CONTROL LOCATED IN WESTERN MARICOPA COUNTY. THE STATED MISSION OF SERVICES, THROUGH GOVERNANCE BY A COMMUNITY BASED BOARD OF DIRECTORS, IS TO CHAMPION SUPERIOR HEALTH AND WELL-BEING THROUGH PHILANTHROPY, INSPIRED LIVING, AND WELLNESS PROGRAMS. THROUGHOUT THE SIX FLOORS OF GRANDVIEW TERRACE, VARIOUS DINING OPTIONS, SALON, BARBERSHOP, DANCE FLOOR, WALKING TRACK, BILLIARDS AND MORE BRING A ROBUST ZEAL TO LIVING FULLY AND INTENTIONALLY. IT, LIKE OUR OTHER COMMUNITIES, PROVIDES CONTINUING LIFE CARE THAT MEETS OUR RESIDENTS' SPIRITUAL, EMOTIONAL, PHYSICAL, MEDICAL, SOCIAL AND INTELLECTUAL NEEDS. Form 990, Part IV, Line 24a TAX-EXEMPT BOND ISSUE THE TAX-EXEMPT BONDS REPORTED ON LINE 20 OF FORM 990, PART X REPRESENT THE ORGANIZATION'S ALLOCATION OF TAX-EXEMPT BOND LIABILITIES FROM ITS PARENT ORGANIZATION, SUN HEALTH SERVICE EIN: 26-2957251. AS PERMITTED BY THE FORM 990, SCHEDULE K FILING INSTRUCTIONS, ONE SCHEDULE K REPRESENTING THE ENTIRE TAX-EXEMPT BOND LIABILITY HAS BEEN REPORTED ON SUN HEALTH SERVICES FORM 990. Form 990, Part V, Line 1a 2A & 2B - NUMBER OF EMPLOYEES REPORTED ON FORM W-3 SUN HEALTH SERVICES, EIN: 26-2957251, A RELATED ORGANIZATION, FILES ALL REQUIRED 1099S AND W-2S FOR SUN HEALTH GRANDVIEW TERRACE. THE NUMBER REPORTED ON FORM 990, PART V, LINE 1A REPRESENTS THE NUMBER OF 1099'S FILED ON BEHALF OF THE ORGANIZATION. THE NUMBER REPORTED ON LINE 2A REPRESENTS THE NUMBER OF W-2'S FILED ON BEHALF OF THE ORGANIZATION. Form 990, Part VI, Line 3 Delegation of management duties THE BOARD OF DIRECTORS RETAINS SUN HEALTH SENIOR LIVING, LLC, A RELATED ENTITY, TO MANAGE THE OPERATION OF THE FACILITY. SUN HEALTH SENIOR LIVING, LLC IS A MEMBER OWNED BY SUN HEALTH SERVICES, SUN HEALTH GRANDVIEW TERRACE'S SOLE MEMBER. Form 990, Part VI, Line 6 Classes of members or stockholders SUN HEALTH SERVICES IS THE SOLE MEMBER OF SUN HEALTH GRANDVIEW TERRACE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body DIRECTORS ARE ELECTED BY THE MAJORITY OF THE FULL BOARD OF DIRECTORS FOR THREE YEAR TERMS OF OFFICE AND ARE SUBJECT TO APPROVAL BY SUN HEALTH SERVICES, THE ORGANIZATION'S SOLE MEMBER. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CERTAIN RESERVED POWERS ARE MAINTAINED BY SUN HEALTH SERVICES, AS A SOLE MEMBER. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, FORVIS MAZARS, LLP. THE RETURN IS THEN REVIEWED BY THE FINANCE AND INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS AND PROVIDED TO THE FULL BOARD OF DIRECTORS FOR COMMENT PRIOR TO BEING FILED. Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS, THE BOARD OF DIRECTOR MEMBERS, AND MANAGEMENT STAFF ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE FOR BOARD AND MANAGEMENT APPROVAL, AS APPROPRIATE. THE QUESTIONNAIRE PROVIDES SPECIFIC INSTRUCTIONS THAT THE FORM MUST BE UPDATED IF ANY SITUATIONS ARISE DURING THE YEAR THAT MIGHT CONSTITUTE A CONFLICT. THE AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR INTERVENING, IF NECESSARY, ON CONFLICT OF INTEREST MATTERS. ANY INDIVIDUAL FOUND IN CONFLICT WILL ABSTAIN FROM THE DECISION MAKING PROCESS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE BOARD OF DIRECTORS MANAGEMENT REVIEW COMMITTEE, AS PROVIDED IN THE ORGANIZATIONS BY-LAWS, HAS THE RESPONSIBILITY FOR COMPENSATION OF ALL SENIOR MANAGEMENT. ANNUALLY, SALARIES OF SENIOR MANAGEMENT ARE REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE DELIBERATION AND DECISION OF COMPENSATION ARRANGEMENTS ARE CONTEMPORANEOUSLY SUBSTANTIATED IN THE ORGANIZATIONS MINUTES. SUN HEALTH RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PERIODICALLY ASSIST WITH THE DETERMINATION OF THE COMPENSATION AND BENEFITS FOR ALL SENIOR MANAGEMENT. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN 2022 BY USI INSURANCE SERVICES. ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SUN HEALTH GRANDVIEW TERRACE LLP PO BOX 6030 SUN CITY WEST AZ 85376 860795477 LIFE CARE AZ 0 0 SUN HLTH GT SUN HEALTH SERVICES 14719 W GRAND AVENUE SUPRISE AZ 85374 262957251 SUPPORT ORG AZ 501(c)(3) Type I NA false LA LOMA SENIOR LIVING SERVICES 14154 DENNY BLVD LITCHFIELD PARK AZ 85340 861028348 SENIOR LIVING AZ 501(c)(3) 10 SUN HLTH SVS false SUN HEALTH FOUNDATION 14719 W GRAND AVENUE SUPRISE AZ 85374 237107959 FUNDRAISING AZ 501(c)(3) 7 NA false SUN HEALTH COLONNADE 19116 COLONNADE WAY SUPRISE AZ 85374 453137352 SENIOR LIVING AZ 501(c)(3) 10 SUN HLTH SVS false SUN HEALTH PARTNERS 14719 W GRAND AVENUE SUPRISE AZ 85374 860796950 INVESTMENTS AZ SUN HLTH SVS C Corporation false false false false false true false false false false false false false true false true false false false false