2022-05-16T14:40:08-05:00 2021-06-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2020-07-01 453137352 SUN HEALTH COLONNADE % SHARON GRAMBOW SUNH 6232363700 PO BOX 6030 SUN CITY WEST AZ 85376 SHARON GRAMBOW CFO 4178317283 2022-05-16 true SHARON GRAMBOW 999009999 Brian D Todd P00422601 4178658701 2 2020 2022-09-23 18:48:47Z JOSEPH E LARUE PO BOX 6030 SUN CITY WEST AZ 85376 16072885 false X WWW.SUNHEALTH.ORG X 2011 AZ COLONNADE CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS. 15 14 177 15 0 0 0 101621 14951392 15960515 58268 10749 0 0 15009660 16072885 0 754 0 0 4703957 5614196 0 0 0 9493509 9668275 14197466 15283225 812194 789660 90085709 94057593 81058190 87026682 9027519 7030911 SUN HEALTH'S COLONNADE COMMUNITY IS 40 ACRES OF MEDITERRANEAN AMENITIES AND AMBIANCE THAT PROVIDE RESIDENTS AND THE COMMUNITY WITH HEALTH, WELLNESS AND EMPOWERED LIVING. THE COLONNADE ALSO ALLOWS RESIDENTS TO TAKE CONTROL OF THEIR FUTURE WITH LIFE CARE. false false 12594206 754 14866306 THE COLONNADE IS A COMMUNITY ON THE RISE WITH EXPANSIONS AT THIS GATED COMMUNITY INCLUDING NEW VILLAS WITH WALKING GARDENS, AN EXPANSIVE CLUBHOUSE AND RECREATION CENTER, AN OUTDOOR POOL AND SPA AND MORE. IT, LIKE OUR OTHER COMMUNITIES, PROVIDES CONTINUING LIFE CARE THAT MEETS OUR RESIDENTS' SPIRITUAL, EMOTIONAL, PHYSICAL, MEDICAL, SOCIAL AND INTELLECTUAL NEEDS. 601495 1094209 SUN HEALTH LIFE PLAN COMMUNITIES AND THE SUN HEALTH AT HOME PROGRAM GIVE RESIDENTS ACCESS TO HIGH-QUALITY HEALTH CARE AND SUPPORT WITHOUT THE NEED TO MOVE WHEN THEIR NEEDS CHANGE. LIFE CARE PROVIDES PEACE OF MIND TO OUR RESIDENTS, ENSURING THEY CAN ENJOY THE BEST OF INDEPENDENT LIVING TODAY, WITH A PLAN IN PLACE FOR TOMORROW, INCLUDING CARE FOR MEMORY SUPPORT, CUSTODIAL CARE AND SKILLED AND REHABILITATION NURSING CARE IT GUARANTEES THAT THEY WILL ALWAYS HAVE ACCESS TO HEALTH CARE WITHOUT EXCEPTION. 13195701 true true false false false false false false false false true false false true true false true true false false false false false false false false false false false true false false false false false false false false true false false false false true false false false true 37 0 true 177 true false false false false false false false false false false false false X 15 14 false true false false true true true true true false false true true true true true true true true false X SHARON GRAMBOW 6238325350 14719 W GRAND AVE SUPRISE AZ 85374 JOSEPH E LA RUE PRESIDENT & CEO 2.0 38.0 X X 0 468999 59248 SHARON GRAMBOW CFO 8.0 32.0 X 0 376813 51409 JENNIFER DRAGO VP BUSINESS DEVELOPMENT 0.0 40.0 X 0 307698 40104 TAHLYA VISINTAINER CHIEF OPERATING OFFICER 8.0 32.0 X 0 263000 35661 BHAKTI GOSALIA VP OF OPERATIONS 2.0 38.0 X 0 259915 13557 VINCE BENBENEK CHIEF MARKETING OFFICER 8.0 32.0 X 0 204834 19831 GARY EGAN VP OF FINANCE 2.0 38.0 X 0 186136 21256 WENDY PARDONCHE SVP OF HR ORG. & DEVELOPMENT 2.0 38.0 X 0 164121 21469 KARI DAVIS CURRY EXECUTIVE DIRECTOR 2.0 38.0 X 0 160665 14433 CHARLES KERBY EXECUTIVE DIRECTOR 2.0 38.0 X 0 156632 12911 HERMAN L ORCUTT DIRECTOR 0.5 3.5 X 0 0 0 RONALD J SYMIC DIRECTOR 0.5 3.5 X 0 0 0 JONATHAN G HOWARD DIRECTOR 0.5 3.5 X 0 0 0 TODD HORNBACK EX-OFFICIO, SUN HEALTH FDN 0.5 3.5 X 0 0 0 GERALD S SOLOMON CHAIRMAN 0.5 3.5 X X 0 0 0 IRENE KOVALA DIRECTOR 0.5 3.5 X 0 0 0 L BIRT KELLAM DIRECTOR 0.5 3.5 X 0 0 0 LEW LANCASTER TREASURER 0.5 3.5 X X 0 0 0 PATRICIA LEWIS FINNELL VICE CHAIRMAN 0.5 3.5 X X 0 0 0 RANDY MCGRANE DIRECTOR 0.5 3.5 X 0 0 0 RICHARD V LIVENGOOD DIRECTOR 0.5 3.5 X 0 0 0 ROGER GIMBY EX-OFFICIO, SHF BEGIN 07/2020 0.5 3.5 X 0 0 0 TODD CANTERBURY DIRECTOR BEGIN 01/2021 0.5 3.5 X 0 0 0 DEAN STRYCKER MD SECRETARY 0.5 3.5 X X 0 0 0 JOEL E BARTHELEMY DIRECTOR END 09/2020 0.5 3.5 X 0 0 0 0 2548813 289879 0 false true false BELMONTEZ CONSTRUCTION LLC 9299 W OLIVE AVE STE 505 PEORIA AZ 85345 CONSTRUCTION 331515 AFFORDABLE HOME CARE SOLUTIONS 9324 E RAINTREE DR STE 100 SCOTTSDALE AZ 85260 HOME CARE 133364 2 26383 75238 75238 101621 RESIDENT SERVICES 623000 15949575 15949575 OTHER REVENUE 623000 10940 10940 15960515 10749 10749 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16072885 15960515 10749 754 754 0 0 0 0 0 4629807 4448898 180909 0 628380 611753 16627 356009 338476 17533 643988 643988 14575 14575 58047 58047 0 0 0 1235760 732320 503440 301546 163290 138256 180502 58323 122179 226301 213943 12358 0 1381808 1381808 7967 5048 2919 0 0 1052656 1052656 0 2863476 2863476 171114 171114 RESIDENT SUPPLIES 564942 564942 RESIDENT DINING SERVICES 551842 551842 LICENSES, DUES, SUBSCRIPTIONS 382498 5805 376693 REPAIRS & MAINTENANCE 31253 31253 15283225 13195701 2087524 0 397232 2209755 6279839 10169877 0 0 2028691 445193 0 0 0 0 1571088 1412704 49042 56180 205117 50926 88115957 15766807 74993977 72349150 0 0 0 0 0 0 0 0 4560723 7363808 90085709 94057593 1879186 1396008 0 0 22994176 24485585 27372228 26937836 0 0 0 0 0 0 0 0 28812600 34207253 81058190 87026682 X 9027519 7030911 0 0 9027519 7030911 90085709 94057593 789660 -2786268 X false true X true false X 258905 239033 175672 0 101621 775231 10709663 12098917 13260754 14951392 15960515 66981241 0 0 0 10968568 12337950 13436426 14951392 16062136 67756472 280395 215600 166600 131000 793595 0 280395 215600 166600 131000 793595 66962877 50978 151778 118927 58268 10749 390700 0 50978 151778 118927 58268 10749 390700 0 0 11019546 12489728 13555353 15009660 16072885 68147172 0.98262 0.98029 0.00573 0.00649 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5852783 5852783 71072791 10001264 61071527 5525060 3527749 1997311 5665323 2237794 3427529 72349150 DUE FROM RELATED PARTY 2207448 DEPOSITS 33024 DEBT SERVICE REVENUE 2588801 DEPOSITS ESCROW 2534535 7363808 0 DUE TO RELATED PARTY 14000 ENTRANCE FEES REFUNDABLE 31970253 OTHER LIABILITY 2223000 34207253 16072885 16072885 16072885 15283225 15283225 15283225 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 JENNIFER DRAGO VP BUSINESS DEVELOPMENT 0 242988 0 64710 0 0 0 32011 0 8093 0 347802 0 0 JOSEPH E LA RUE PRESIDENT & CEO 0 391522 0 77477 0 0 0 51317 0 7931 0 528247 0 0 SHARON GRAMBOW CFO 0 303143 0 73670 0 0 0 42393 9016 0 428222 0 0 TAHLYA VISINTAINER CHIEF OPERATING OFFICER 0 217466 0 45534 0 0 0 28286 0 7375 0 298661 0 0 BHAKTI GOSALIA VP OF OPERATIONS 0 195094 0 64821 0 0 0 9234 0 4323 0 273472 0 0 CHARLES KERBY EXECUTIVE DIRECTOR 0 124869 0 31763 0 0 0 4768 0 8143 0 169543 0 0 GARY EGAN VP OF FINANCE 0 155769 0 30367 0 0 0 6823 0 14433 0 207392 0 0 KARI DAVIS CURRY EXECUTIVE DIRECTOR 0 130298 0 30367 0 0 0 0 0 14433 0 175098 0 0 WENDY PARDONCHE SVP OF HR ORG. & DEVELOPMENT 0 132937 0 31184 0 0 0 6689 0 14780 0 185590 0 0 VINCE BENBENEK CHIEF MARKETING OFFICER 0 175000 0 29834 0 0 0 7627 0 12204 0 224665 0 0 SCHEDULE J, PART I, LINE 3 METHODS USED TO ESTABLISH EXECUTIVE COMPENSATION: SUN HEALTH SERVICES, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: SOME OFFICERS AND KEY EMPLOYEES PARTICIPATE IN A BOARD ENDORSED 457(B) PLAN. A NON-QUALIFIED 457(F) PLAN IS BOARD ENDORSED FOR CERTAIN EXECUTIVES. THIS PLAN CARRIES A SUBSTANTIAL RISK OF FORFEITURE IN THAT VESTING ONLY OCCURS THE EARLIER OF 5 YEARS FROM THE DATE OF DEPOSIT, AGE 60 OR RULE OF 80 (AGE AND SERVICE EQUALS 80 OR MORE). ALL DEPOSITS ARE EMPLOYER CONTRIBUTIONS. SHOULD A PARTICIPANT VOLUNTARILY TERMINATE EMPLOYMENT PRIOR TO A DEPOSIT VESTING, THE DEPOSIT IS FORFEITED. ALL DEPOSITS ARE PAID OUT AND TAXED UPON VESTING. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN IN 2021 WITH THE FOLLOWING EMPLOYER CONTRIBUTIONS: - JOSEPH E. LA RUE - $38,739 - SHARON GRAMBOW - $30,069 - TAHLYA VISINTAINER - $17,945 - JENNIFER DRAGO - $ 24,651 SCHEDULE J, PART II OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES: THE SALARY AND BENEFITS INFORMATION DISCLOSED ON SCHEDULE J, PART II, REPRESENTS THE AGGREGATE COMPENSATION TO INDIVIDUALS FOR THEIR SERVICES TO SUN HEALTH SERVICES, SUN HEALTH FOUNDATION, SUN HEALTH PARTNERS, SUN HEALTH SENIOR LIVING, LA LOMA SENIOR LIVING, SUN HEALTH COLONNADE AND GRANDVIEW TERRACE; THE LATTER THREE BEING THREE DISTINCT CONTINUING CARE RETIREMENT COMMUNITIES. X 1 75238 FMV false true false SCHEDULE M, PART I, COLUMN B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNT IN COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. 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 VI, SECTION A, LINE 3 DELEGATING CONTROL OVER MANAGEMENT DUTIES: THE BOARD OF DIRECTORS RETAINS SUN HEALTH SENIOR LIVING, LLC, A RELATED ENTITY, TO MANAGE THE OPERATION OF THE FACILITY. SUN HEALTH SENIOR LIVING, LLC IS A MEMBER OWNED BY SUN HEALTH SERVICES, LA LOMA SENIOR LIVING SERVICES, INC'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS: SUN HEALTH SERVICES IS THE SOLE MEMBER OF SUN HEALTH COLONNADE. FORM 990, PART VI, SECTION A, LINE 7A APPOINTMENT OF THE GOVERNING BODY: THE ORGANIZATION HAS A BOARD OF DIRECTORS ELECTED TO SERVE A TERM OF THREE YEARS OR UNTIL RESIGNED OR REMOVED. THE TERMS OF THE DIRECTORS ARE STAGGERED SUCH THAT APPROXIMATELY ONE-THIRD OF THE DIRECTORS ARE ELECTED EACH YEAR. DIRECTORS ARE ELIGIBLE TO SERVE A MAXIMUM OF THREE CONSECUTIVE TERMS WITHOUT REGARD TO PARTIAL TERMS DUE TO STAGGERING OR FILLING VACANCIES. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO PERSONS OTHER THAN THE GOVERNING BODY: CERTAIN RESERVED POWERS ARE MAINTAINED BY SUN HEALTH SERVICES, AS A SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW: THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, PLANTE AND MORAN, PLLC. THE RETURN IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND PROVIDED TO THE FULL BOARD OF DIRECTORS FOR COMMENT PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: 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, SECTION B, LINE 15A COMPENSATION REVIEW: THE BOARD OF DIRECTORS MANAGEMENT REVIEW COMMITTEE, AS PROVIDED IN THE ORGANIZATIONS BY-LAWS, HAS THE RESPONSIBILITY FOR COMPENSATION OF ALL SENIOR MANAGEMENT. ANNUALLY, SALARIES OF SENIOR MANAGEMENT ARE REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE DELIBERATION AND DECISION OF COMPENSATION ARRANGEMENTS ARE CONTEMPORANEOUSLY SUBSTANTIATED IN THE ORGANIZATIONS MINUTES. SUN HEALTH RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PERIODICALLY ASSISTS WITH THE DETERMINATION OF THE COMPENSATION AND BENEFITS FOR ALL SENIOR MANAGEMENT. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN 2021 BY USI INSURANCE SERVICES. ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. SUN HEALTH SERVICES 14719 W GRAND AVENUE SUPRISE AZ 85374 262967251 SUPPORT ORG AZ 501(C)(3) 12A I NA false LA LOMA SENIOR LIVING SERVICES 14154 DENNY BLVD LITCHFIELD PARK AZ 85340 861023848 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 GRANDVIEW TERRACE 14515 W GRANITE VALLEY DR SUN CITY WEST AZ 85374 860795477 SENIOR LIVING AZ 501(C)(3) 10 SUN HLTH SVS false SUN HEALTH PARTNERS 14719 W GRAND AVE SUPRISE AZ 85374 860796950 INVESTMENTS AZ SUN HLTH SVS C CORP 0 0 false false false true false true false false false false false false false true false true false false false false