2025-05-02T09:07:42+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 262957251 Sun Health Services SUNH 6238325353 PO BOX 6030 SUN CITY WEST AZ 85376 AMY RUNGE 6238325353 2025-05-02 true true Brian Todd P00422601 4178658701 2025-05-02 2023 2025-03-06 01:10:19Z JOSEPH E LA RUE PO BOX 6030 SUN CITY WEST AZ 85376 43177426 false X WWW.SUNHEALTH.ORG X 2008 AZ SUN HEALTH SERVICES SUPPORTS AND BENEFITS SUN HEALTH FOUNDATION, SUN HEALTH SENIOR LIVING, BANNER HEALTH, AND OTHER CHARITABLE ORGANIZATIONS. SEE SCHEDULE O FOR MORE INFORMATION. 11 11 33 115 655508 330618 4253758 3914765 5535021 9609471 4615936 7191379 1311209 618945 15715924 21334560 2307028 2076606 0 7307637 9589673 0 0 7595367 9520865 17210032 21187144 -1494108 147416 215374768 219457491 98901718 100653041 116473050 118804450 X SUN HEALTH CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS. false false 7775632 7004512 SUN HEALTH SENIOR LIVING OFFERS RESIDENTS AND COMMUNITY MEMBERS AN ARRAY OF LIVING EXPERIENCES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT, CUSTODIAL CARE 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 SURPRISE. ADDITIONALLY, SUN HEALTH AT HOME MEMBERS LIVE INDEPENDENTLY, WHEREVER THEY CALL HOME, WITH THE ASSURANCE OF KNOWING THEY HAVE ACCESS TO WELLNESS COORDINATION AND HEALTHCARE SERVICES SHOULD THEIR NEEDS CHANGE. 7291192 2076606 1013259 WITH MUCH GENEROSITY COMES MUCH RESPONSIBILITY AND WE TAKE OUR STEWARDSHIP VERY SERIOUSLY. SUN HEALTH PROVIDED $4,672,845 TOWARD OUR COMMITMENT TO SUPERIOR WEST VALLEY HEALTHCARE SERVICES AT THREE COMMUNITY MEDICAL CENTERS: DEL E WEBB HOSPITAL AND BANNER BOSWELL MEDICAL CENTER, INCLUDING OVERSIGHT AND MONITORING OF THE SUN HEALTH PORTFOLIOS AND REAL ESTATE GIFTS. SEE SCHEDULE O FOR MORE INFORMATION. 1132070 1599189 THE CENTER FOR HEALTH AND WELLBEING OFFERS PROGRAMS, SERVICES, AND EDUCATIONAL CLASSES PROVIDING ARIZONANS WITH THE LATEST INFORMATION ON HEALTH AND WELLNESS TOPICS TO MAINTAIN THEIR HEALTH AND INDEPENDENCE. PROGRAMS, SERVICES AND CLASSES INCLUDE: FREE AND LOW-COST EDUCATIONAL CLASSES, DIABETES PREVENTION AND MANAGEMENT, FALL RISK ASSESSMENTS, FITNESS CONSULTATIONS, CUSTOM EXERCISE PLANS, MEDICAL NUTRITION THERAPY, AND MASSAGE SERVICES. 443850 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 A SIGNIFICANT REDUCTION IN HOSPITAL READMISSIONS. 443850 16642744 true true false false false false false false false true true false false true false false true false false true false false false false false false true false true true false false false false false false false false false false false false false false true true true true false false true X 50 0 true 33 true true true false false false false false false false false false false false X 11 11 false false false false false true false true true false false true true true true true true true true true true X AMY RUNGE 6237772638 PO BOX 6030 SUN CITY WEST AZ 85376 IRENE KOVALA EDD VICE CHAIR END/CHAIR BEG 09/23 2.0 2.0 X X 0 0 0 JOSEPH E LA RUE PRESIDENT & CEO 32.0 8.0 X X 669661 0 84229 LEW LANCASTER TREASURER 2.0 2.0 X X 0 0 0 NEAL HASKELL DIRECTOR; VICE CHAIR BEG 09/23 2.0 2.0 X X 0 0 0 PATRICIA LEWIS FINNELL CHAIR END 09/23 2.0 2.0 X X 0 0 0 ROGER GIMBY SECRETARY 2.0 1.5 X X 0 0 0 GARY MARRER DIRECTOR 2.0 1.5 X 0 0 0 GERALD SOLOMON DIRECTOR 2.0 1.5 X 0 0 0 HERMAN L ORCUTT DIRECTOR 2.0 1.5 X 0 0 0 JOAN SMITH DIRECTOR, EX-OFFICIO, SHF 2.0 2.0 X 0 0 0 L BIRT KELLAM DIRECTOR END 10/23 2.0 2.0 X 0 0 0 MARK REIFSTECK DIRECTOR BEG 09/23 2.0 1.5 X 0 0 0 MICHAEL BARNES DIRECTOR, VICE CHAIR BEG 09/23, SHF 2.0 2.0 X 0 0 0 RANDY MCGRANE DIRECTOR END 02/24 2.0 1.5 X 0 0 0 REV LOWELL NELSON DIRECTOR END 03/24 2.0 1.5 X 0 0 0 RONALD J SYMIC DIRECTOR 2.0 2.0 X 0 0 0 AMY RUNGE CFO 32.0 8.0 X 274950 0 0 NORA HANNAH CHIEF ENGAGEMENT OFFICER BEG 10/23 34.0 6.0 X 22500 0 0 JOHN COUTURE COO 32.0 6.0 X 325817 0 52814 KIMBERLY THOMPSON CHIEF EXPERIENCE OFFICER 32.0 6.0 X 236752 0 43202 WENDY NORMAN SVP HR G DEVELOPMENT 32.0 6.0 X 231836 0 13784 KARI DAVIS-CURRY VP COMMUNITY OPS 34.0 6.0 X 169977 0 10824 KATHLEEN FREDERICK DIR OF SALES & BUS DEV 34.0 6.0 X 175988 0 7546 MICHELLE MARTINEZ VP COMMUNITY OPS 34.0 6.0 X 207131 0 10312 NEAL SMITH VP OF FACILITIES & CONSTRUCTION MANAGEMENT 34.0 6.0 X 199136 0 13879 YUNXIANG LI VP OF ACCOUNTING & FINANCIAL REPORTING 34.0 6.0 X 158254 0 17688 SHARON GRAMBOW FORMER CFO 32.0 8.0 X 113217 0 2455 TAHLYA VISINTAINER FORMER COO 32.0 6.0 X 158246 0 3292 2943465 0 260025 36 true true false Porter Capital Corporation 15169 N Scottsdale Road Suite 205 Scottsdale AZ 85255 STAFFING 1082662 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 606941985 THERAPY 866546 Belmontez Construction LLC 9299 W Olive Ave Suite 505 PEORIA AZ 85345 CONSTRUCTION 716370 OUTDOOR SYSTEMS MANAGEMENT LLC 8399 E Indian School Rd Ste SCOTTSDALE AZ 85251 MAINTENANCE 526385 Albrecht and Son LLC 11126 W Winsconsin Ave 5 YOUNGTOWN AZ 85363 CONSTRUCTION 512848 5 3914765 3914765 LIFE CARE COMMUNITIES 561000 8441289 8441289 LAND LEASE 561000 1076204 1076204 HEALTH AND WELLBEING 511710 61775 61775 OTHER REVENUE 900099 30203 30203 0 0 0 0 9609471 2654472 655508 1998964 703456 703456 0 703456 703456 26379773 21842866 4536907 0 4536907 4536907 LATE FEES 900099 4000 4000 EXPENSE RECAPTURE 900099 3489 3489 GAIN ON EQUITY INVESTEE 900099 -92000 -92000 0 0 0 0 -84511 21334560 9616960 655508 7147327 2076606 2076606 1997995 435764 1562231 5561963 5377681 184282 173085 173085 1331042 1331042 525588 417285 108303 662418 662418 112371 112371 98755 98755 1700745 1595198 105547 0 346465 267441 79024 759537 667723 91814 805365 718366 86999 759101 122142 636959 191999 126009 65990 375799 367799 8000 2141598 2141598 1086231 725633 360598 305973 305973 LICENSES, DUES, SUBSCRIPTIONS 119691 72775 46916 REPAIRS AND MAINTENANCE 54817 26597 28220 0 0 0 0 21187144 16642744 4544400 0 1674252 273921 3090243 3439833 206619 522583 0 0 0 25236141 28445294 16916 119468 43893555 11348558 32641471 32544997 133732727 134723206 16973031 16881030 0 108783 93017 1694585 2414142 215374768 219457491 2259431 2518099 16138072 15686362 16440852 16360759 0 26652690 28997117 37410673 37090704 98901718 100653041 X 105847559 108178959 10625491 10625491 116473050 118804450 215374768 219457491 X 147416 4683984 -2500000 X false true X true false X X X 4 SUN HEALTH FOUNDATION 237107959 7 true 2076606 0 LA LOMA SENIOR LIVING SERVICES INC 861028348 9 true 0 0 SUN HEALTH COLONNADE 453137352 9 true 0 0 SUN HEALTH GRANDVIEW TERRACE 832576991 9 true 0 0 4 2076606 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23294060 23294060 11079338 6258529 4820809 2042416 1520399 522017 2412233 1921614 490619 5065508 1648016 3417492 32544997 OTHER SECURITIES 16881030 C 16881030 DUE TO THIRD PARTY 32722562 DUE TO RELATED PARTY 3902000 LEASE LIABILITY 466142 37090704 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. North America (Canada & Mexico only) 0 0 Investments 52423557 Europe (Including Iceland and Greenland) 0 0 Investments 14494514 East Asia and the Pacific 0 0 Investments 3350217 South America 0 0 Investments 748020 South Asia 0 0 Investments 327545 Middle East and North Africa 0 0 Investments 284669 0 0 0 0 0 0 71628522 0 71628522 true false true true false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFI; EUROPE (INCLUDING ICELAND AND GREENLAND; MIDDLE EAST AND NORTH AFRIC; NORTH AMERICA (CANADA & MEXICO ONLY; SOUTH AMERIC; SOUTH ASI true SUN HEALTH FOUNDATION 14719 W GRAND AVE SURPRISE AZ 85374 237107959 501(C)(3) 2076606 HEALTH CARE FUNDING 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. SHS PROVIDES FUNDING TO ITS AFFILIATES FOR THEIR OPERATIONS. THROUGH MANAGEMENT OVERSIGHT ACROSS THE DIFFERENT AFFILIATES THE ORGANIZATION IS ABLE TO SUBSTANTIATE THE AMOUNT AND USE OF THE GRANTS. X X X X X false true false false false false false false false JOSEPH E LA RUE PRESIDENT & CEO 338971 0 0 0 330690 0 74700 0 9529 0 753890 0 269190 0 SHARON GRAMBOW FORMER CFO 82404 0 0 0 30813 0 0 0 2455 0 115672 0 0 0 AMY RUNGE CFO 274950 0 0 0 0 0 0 0 0 0 274950 0 0 0 TAHLYA VISINTAINER FORMER COO 158246 0 0 0 0 0 0 0 3292 0 161538 0 0 0 JOHN COUTURE COO 325817 0 0 0 0 0 39535 0 13279 0 378631 0 0 0 KIMBERLY THOMPSON CHIEF EXPERIENCE OFFICER 236752 0 0 0 0 0 32896 0 10306 0 279954 0 0 0 WENDY NORMAN SVP HR G DEVELOPMENT 231836 0 0 0 0 0 6338 0 7446 0 245620 0 0 0 KARI DAVIS-CURRY VP COMMUNITY OPS 169977 0 0 0 0 0 0 0 10824 0 180801 0 0 0 KATHLEEN FREDERICK DIR OF SALES & BUS DEV 175988 0 0 0 0 0 5534 0 2012 0 183534 0 0 0 MICHELLE MARTINEZ VP COMMUNITY OPS 207131 0 0 0 0 0 8363 0 1949 0 217443 0 0 0 NEAL SMITH VP OF FACILITIES & CONSTRUCTION MANAGEMENT 199136 0 0 0 0 0 8193 0 5686 0 213015 0 0 0 YUNXIANG LI VP OF ACCOUNTING & FINANCIAL REPORTING 158254 0 0 0 0 0 6767 0 10921 0 175942 0 0 0 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 JOSEPH LA RUE 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. A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF GLENDALE ARIZONA 521767454 378287AX4 2019-11-01 107149811 FINANCE NEW MONEY PROJECTS false false false A 107167226 1632851 1394856 38264250 65645074 230196 true true false true A false false true true false 0.0 false false true A false true true false false false false false true A true Schedule K, Part I, Column (f) DESCRIPTION OF PURPOSE FINANCE NEW MONEY PROJECTS, CURRENT REFUND SERIES 2015 BONDS, PAY OFF LOAN AND LINE OF CREDIT. A PORTION OF THE BOND ISSUE FINANCES THE CURRENT REFUNDING OF THE BORROWER'S SERIES 2015 BONDS ISSUED ON 12/18/2015. A PORTION OF THE BOND ISSUE PAID OFF THE NORTHERN TRUST LOAN DATED 07/01/2017 AND THE BANKERS TRUST LOC DATED 03/09/2016. Schedule K, Part II REPORTING OF LIABILITIES BY RELATED ORGANIZATIONS SUN HEALTH SERVICES IS REPORTING THE ENTIRE TAX-EXEMPT BOND LIABILITY ON SCHEDULE K THAT HAS BEEN ALLOCATED AMONG A GROUP OF RELATED ORGANIZATIONS AS PERMITTED BY THE FORM 990, SCHEDULE K INSTRUCTIONS. THE END OF YEAR ALLOCATION OF TAX-EXEMPT BOND LIABILITY IS AS FOLLOWS: LA LOMA SENIOR LIVING EIN: 86-1028348 TAX-EXEMPT BOND LIABILITY: $41,606,814 SUN HEALTH GRANDVIEW TERRACE EIN: 83-2576991 TAX-EXEMPT BOND LIABILITY: $20,296,682 SUN HEALTH COLONNADE EIN: 45-3137352 TAX-EXEMPT BOND LIABILITY: $17,856,591 Schedule K, Part II, Line 3 TOTAL PROCEEDS OF ISSUE THE DIFFERENCE BETWEEN PART I (E) AND PART II, LINE 4 IS DUE TO INTEREST EARNINGS ON INVESTED PROCEEDS. Schedule K, Part III, Line 7 PRIVATE SECURITY OR PAYMENT TEST AS PROVIDED IN TREASURY REGULATION SECTION 1.141-4(C)(2)(I)(B), THE AMOUNT OF PRIVATE PAYMENTS TAKEN INTO ACCOUNT UNDER THE PRIVATE PAYMENT TEST MAY NOT EXCEED THE AMOUNT OF PRIVATE BUSINESS USE AND/OR UNRELATED TRANSACTIONS OR BUSINESS USE. ACCORDINGLY, THE AMOUNT OF PRIVATE PAYMENTS FOR THE REPORTING PERIOD DOES NOT EXCEED THE AMOUNT STATED IN PART III, LINE 6. THE ORGANIZATION HAS NOT UNDERTAKEN AN ANALYSIS OF THE PRIVATE SECURITY TEST WITH RESPECT TO THE BONDS, AS THE LEVEL OF PRIVATE BUSINESS USE AND/OR UNRELATED TRADE OR BUSINESS REPORTED IN PART III, LINE 6 IS NOT IN EXCESS OF AMOUNTS PERMITTED UNDER SECTION 145 OF THE CODE. Schedule K, Part IV, Line 2b EXCEPTION TO REBATE THE CURRENT REFUNDING PORTION OF THE BONDS SATISFIED THE 6 MONTH REBATE EXCEPTION. Form 990, Part I, Line 1 ORGANIZATION'S MISSION THESE ORGANIZATIONS ARE ENGAGED IN PROMOTING/ENHANCING THE DELIVERY OF HEALTH CARE IN ARIZONA. THE THREE PILLARS OF CONNECTEDNESS INCLUDE: - SUN HEALTH FOUNDATION, WHERE EVERY DOLLAR DONATED GOES DIRECTLY TO LIFE-GIVING SERVICES AT DEL E WEBB HOSPITAL, BANNER BOSWELL MEDICAL CENTER, BANNER SUN HEALTH RESEARCH INSTITUTE AND WELLNESS PROGRAMS FOR THE COMMUNITY. - SUN HEALTH COMMUNITIES OFFER ALL RESIDENTS LIFETIME ACCESS TO HEALTHCARE. WE ALSO GO BEYOND THE BORDERS OF EACH CAMPUS AND INCLUDE AT-HOME SERVICES FOR MEMBERS AS WELL. OUR COMMUNITIES ARE HOME - IN EVERY SENSE OF THE WORD. - SUN HEALTH WELLNESS ROUNDS OUT OUR PHENOMENAL CARE BY PROVIDING PROGRAMS, CLASSES AND SERVICES FOR THE WHOLE COMMUNITY. A HEALTHY, VIBRANT COMMUNITY MEANS HEALTHY, VIBRANT FAMILIES, WORKFORCE AND ECONOMY. FOR MORE THAN 50 YEARS, SUN HEALTH HAS BEEN A BEACON OF HEALTH AND WELLNESS IN THE WEST VALLEY. WE WILL CONTINUE TO PROVIDE SUPPORT INSPIRED, EMPOWERED LIVING AND TRANSFORMATIONAL, SUPERIOR HEALTHCARE SERVICES. Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS TRUE TO OUR MISSION, THESE COMMUNITIES NOT ONLY PROVIDE CARE FOR RESIDENTS BUT ALSO MEMBERS OF THE COMMUNITY WITH LIVING EXPERIENCES FOR INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT, CUSTODIAL CARE AND SKILLED AND REHABILITATION NURSING CARE. WE ARE TRULY EMBEDDED IN THE COMMUNITIES WE SERVE. OUR LARGEST COMMUNITY AT LA LOMA VIDA IS BREAKING THE MOLD OF SENIOR LIVING WITH A MASTER PLAN THAT INCLUDES MULTI-GENERATIONAL RESIDENCES, HISTORICAL SITES AND MUSEUM, FUTURE RETAIL AND DINING OPTIONS, RECREATION AND WELLNESS CENTERS AND MEDICAL OFFICES. OUR VISION IS IN THE NAME: VIDA - LIFE, BRINGING GENERATIONS TOGETHER IN THE COMMUNITY TO LEARN FROM ONE ANOTHER, SHARE IN EXPERIENCES AND GROW TOGETHER. Form 990, Part III, Line 4b PROGRAM SERVICE ACCOMPLISHMENTS OUR FLAGSHIP CAMPAIGN, GENEROSITY FOR GENERATIONS OFFERS LIFE-CHANGING OPPORTUNITIES FOR GIVERS AND LIFE-CHANGING SUPPORT FOR RECIPIENTS BY ENSURING THE CONTINUATION OF SUPERIOR HEALTH CARE AND QUALITY-OF-LIFE ENHANCEMENTS FOR THE WEST VALLEY. WE KNOW THAT BY MAKING IMPROVEMENTS IN HEALTHCARE TODAY WILL CHANGE THE COURSE OF WELLNESS FOR GENERATIONS TO COME. TO DATE, GENEROSITY FOR GENERATIONS HAS EXCEEDED THE GOAL WITH GIFTS TOTALING OVER $54 MILLION, COMPRISED OF OVER 4,200 DONORS MAKING OVER 10,000 GIFTS TOGETHER TO FUND VITAL HEALTHCARE INITIATIVES AT BANNER HOSPITALS IN OUR COMMUNITY. SUN HEALTH HAS CAREFULLY AND THOUGHTFULLY NURTURED OUR VISION TO PROVIDE SUPERIOR HEALTHCARE TO THE COMMUNITIES WE SERVE. WE ARE LASER-FOCUSED ON OUR GOAL TO FUND: - EMERGENCY DEPARTMENT AND PATIENT CARE TRANSFORMATION - COMMUNITY HEALTH AND WELLNESS - SERVICE ENHANCEMENTS FOR WOMEN AND INFANTS - SPINE HEALTH AND ORTHOPEDICS - ADVANCED TECHNOLOGY FOR CANCER-FIGHTING TREATMENT AND CARE - CANCER-FIGHTING TREATMENT AND CARE ADVANCEMENT AND MORE FINALLY, BECAUSE COMMUNITY HEALTH - MENTALLY, PHYSICALLY, FINANCIALLY AND EMOTIONALLY IS OUR PRIORITY, THROUGH OUR FOUNDATION, WE AWARD HUNDREDS OF THOUSANDS OF DOLLARS IN EDUCATIONAL SCHOLARSHIPS. THE AWARDS GO TO INDIVIDUALS WHO ARE PURSUING AN EDUCATION IN HEALTHCARE. BUT THAT'S NOT ALL. THROUGH OUR THREE COMMUNITIES, THE RESIDENTS DONATE TO A SCHOLARSHIP FUND THAT IS AWARDED TO EMPLOYEES OF SUN HEALTH WITH NO RESTRICTION THAT THEY CONTINUE TO WORK FOR US POST-GRADUATION. IT'S ONE OF THE MANY WAYS WE STRIVE TO BE GOOD COMMUNITY STEWARDS AND EDUCATE THOSE AROUND US. Form 990, Part III, Line 4c PROGRAM SERVICE ACCOMPLISHMENTS WE USE A MULTI-PRONGED APPROACH THAT SERVES LOCAL MEDICAL CENTER PATIENTS AGED 55 AND OLDER WITH EDUCATION, SUPPORT AND TRAINING TO ELEVATE THEIR OVERALL FITNESS, HEALTH AND WELL-BEING THROUGH CLASSES AND PRESENTATIONS (IN-PERSON AND ONLINE), HANDS-ON ASSISTANCE AND CONSULTATIVE SERVICES. EVEN MORE, SUN HEALTH PROVIDES DEEPER, MORE TARGETED EDUCATION AND SUPPORT FOR: - PRE-DIABETES - DIABETES - CANCER - DEMENTIA - RESPIRATORY CONDITIONS - ATRIAL FIBRILLATION - HEART FAILURE - HEART ATTACK - HYPERTENSION - KIDNEY DISEASE - NUTRITION - FITNESS - BALANCE AND MOBILITY - WEIGHT MANAGEMENT - MEMORY CARE NAVIGATION - CARE TRANSITIONS - WELLNESS ADVOCATES Form 990, Part III, Line 4d Description of other program services (Expenses $ 443,850 including grants of $) 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 A SIGNIFICANT REDUCTION IN HOSPITAL READMISSIONS. Form 990, Part V, Line 3a UNRELATED BUSINESS INCOME ALL UNRELATED BUSINESS INCOME IS RELATED TO SUN HEALTH SERVICES' INTEREST IN ALTERNATIVE INVESTMENT PARTNERSHIPS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE DIRECTORS ARE RATIFIED BY SUN HEALTH FOUNDATION'S BOARD OF TRUSTEES. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, FORVIS MAZARS, LLP. THE RETURN IS THEN REVIEWED BY THE FINANCE AND INVESTMENT COMMITTEE AND PROVIDED TO THE BOARD FOR COMMENTS PRIOR TO THE FILING DEADLINE. Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS, BOARD MEMBERS, AND MANAGEMENT STAFF ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE FOR BOARD AND MANAGEMENT REVIEW AS APPROPRIATE. THE QUESTIONNAIRE 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, Line 15a Process to establish compensation of top management official THE BOARD OF DIRECTORS MANAGEMENT REVIEW COMMITTEE, AS PROVIDED IN THE ORGANIZATION'S BYLAWS, HAS A RESPONSIBILITY FOR THE COMPENSATION OF ALL SENIOR MANAGEMENT. ANNUALLY, SALARIES OF SENIOR MANAGEMENT ARE REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE DELIBERATION AND DECISION OF COMPENSATION ARRANGEMENTS WAS CONTEMPORANEOUSLY SUBSTANTIATED IN THE ORGANIZATION'S MINUTES. SUN HEALTH SERVICES RETAINS AN INDEPENDENT CONSULTANT, USI INSURANCE, IN ASSESSING ITS EXECUTIVE COMPENSATION POLICIES AND PRACTICES. THE COMPENSATION PROCESS WAS LAST UNDERTAKEN IN 2022. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS HISTORICALLY HAVE BEEN MADE AVAILABLE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN DEFINED BENEFIT PLAN - -2500000; SUN HEALTH SENIOR LIVING LLC PO BOX 6030 SUN CITY AZ 85376 455456931 ADMIN AZ 8441286 1739566 SUN HLTH SVS LA LOMA MOB ONE LLC PO BOX 6030 SUN CITY AZ 85376 861024087 COMM. 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