2022-05-16T13:22:55-05:00 2021-06-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2020-07-01 832576991 SUN HEALTH GRANDVIEW TERRACE % SHARON GRAMBOW SUNH 6239758100 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 22135668 false X WWW.SUNHEALTH.ORG X 2018 AZ GRANDVIEW TERRACE CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS. 15 14 311 15 0 0 429990 433981 22747038 21700559 11141 -4879 0 0 23188169 22129661 0 0 0 0 10036367 9910357 0 0 0 12456837 12532119 22493204 22442476 694965 -312815 62483785 76777637 78624655 95010231 -16140870 -18232594 SUN HEALTH'S GRANDVIEW TERRACE COMMUNITY ENCOMPASSES EVERYTHING WE STAND FOR UNDER ONE ROOF: ALL-INCLUSIVE INDEPENDENT LIVING THAT COMBINES AMENITIES, CONVENIENCE, WELLNESS AND EMPOWERED LIVING. false false 19811983 21700559 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. 19811983 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 true true false false false true 55 0 true 311 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 6234718440 PO BOX 6030 SUN CITY WEST AZ 85376 JOSEPH E LA RUE PRESIDENT & CEO 2.0 38.0 X X 0 468999 59248 SHARON GRAMBOW CFO 2.0 38.0 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 WENDY PARDONCHE SVP HR & ORG DEVELOPMENT 2.0 38.0 X 0 164121 21469 GARY EGAN VP FINANCE 2.0 38.0 X 0 176424 7222 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 GERALD S SOLOMON CHAIRMAN 0.5 3.5 X X 0 0 0 HERMAN L ORCUTT DIRECTOR 0.5 3.5 X 0 0 0 IRENE KOVALA EDD DIRECTOR 0.5 3.5 X 0 0 0 JONATHAN G HOWARD 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 RONALD J SYMIC DIRECTOR 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 TODD HORNBACK EX-OFFICIO, SUN HEALTH FDN 0.5 3.5 X 0 0 0 0 2539101 275845 0 false true false SENIOR REHAB SOLUTIONS LLC 600 N PEARL ST SUITE 1050 DALLAS TX 75201 REHABILITATION 264162 ALBRECHT AND SON LLC 11126 W WINSCONSIN AVE 5 YOUNGTOWN AZ 85363 REMODELING 113617 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 606941985 REHABILITATION 113681 3 116542 108339 209100 105820 433981 RESIDENT SERVICES 623000 21700559 21700559 21700559 1128 1128 0 0 0 0 0 6007 -6007 -6007 -6007 0 0 0 0 0 0 0 0 0 0 22129661 21700559 -4879 0 0 0 0 0 0 7933962 7681074 252888 0 1335488 1335488 640907 620415 20492 932261 932261 172301 172301 60348 60348 0 0 0 1445640 816394 629246 126721 34464 92257 390976 185098 205878 324578 299284 25294 0 1091636 1091636 32980 23794 9186 0 0 699423 699423 0 3888886 3888886 538631 538631 RESIDENT SUPPLIES 1146062 1146062 RESIDENT DINING SUPPLIES 992083 992083 UNIT APPRECIATION EXPENSE 281000 281000 LICENSES, DUES, SUBSCRIPTIONS 233409 3067 230342 175184 175184 22442476 19811983 2630493 0 1377938 1065267 1187628 1383214 0 0 5220980 796705 0 0 0 0 0 0 90136 57925 455162 47238 106050602 46265263 54151941 59785339 0 0 0 0 0 0 0 0 0 13641949 62483785 76777637 31227769 30245901 0 0 21978697 20787082 25418189 30190248 0 0 0 0 0 0 0 0 0 13787000 78624655 95010231 X -16140870 -18232594 0 0 -16140870 -18232594 62483785 76777637 -312815 -1778909 X false true X true false X 0 0 0 429990 433981 863971 11122608 22747038 21700559 55570205 0 0 0 0 0 11122608 23177028 22134540 56434176 0 0 0 56434176 7142 11141 1128 19411 0 7142 11141 1128 19411 0 0 0 0 11129750 23188169 22135668 56453587 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80791240 35224959 45566281 14095985 10808783 3287202 11163377 231521 10931856 59785339 DUE FROM RELATED PARTY 613949 ROU ASSET 13028000 13641949 0 DUE FROM RELATED PARTY 759000 OPERATING LEASE 13028000 13787000 22135668 22135668 -6007 -6007 22129661 22448483 6007 6007 22442476 22442476 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. SCHEDULE D, PART XI, LINE 2D AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $(6,007) LOSS ON DISPOSAL SCHEDULE D, PART XII, LINE 4B AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: $ 6,007 LOSS ON DISPOSAL false true false false false false false false false JOSEPH E LA RUE PRESIDENT & CEO 0 391522 0 77477 0 0 0 51317 0 7931 0 528247 0 0 JENNIFER DRAGO VP BUSINESS DEVELOPMENT 0 242988 0 64710 0 0 0 32011 0 8093 0 347802 0 0 SHARON GRAMBOW CFO 0 303143 0 73670 0 0 0 42393 0 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 FINANCE 0 155769 0 20655 0 0 0 6823 0 399 0 183646 0 0 KARI DAVIS CURRY EXECUTIVE DIRECTOR 0 130298 0 30367 0 0 0 0 0 14433 0 175098 0 0 WENDY PARDONCHE SVP 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 FROM A RELATED ORGANIZATION: - JOSEPH E. LA RUE - $38,739 - SHARON GRAMBOW - $30,069 - TAHLYA VISINTAINER - $17,945 - JENNIFER DRAGO - $ 24,651 SCHEDULE J, PART II COMPENSATION OF 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 49613 105820 FMV false true false SCHEDULE M, 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, SUN HEALTH GRANDVIEW TERRACE'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS: SUN HEALTH SERVICES IS THE SOLE MEMBER OF SUN HEALTH GRANDVIEW TERRACE. 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 PROCESS: THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, BKD. 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: ON AN ANNUAL BASIS, THE BOARD OF DIRECTOR MEMBERS AND MANAGEMENT STAFF ARE REQUIRED TO SUBMIT A CONFLICT ON 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 CO INTEREST MATTERS. ANY INDIVIDUAL FOUND 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. 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