2022-05-16T14:38:37-05:00 2021-06-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2020-07-01 262957251 SUN HEALTH SERVICES % SHARON GRAMBOW CFO SUNH 6238325353 PO BOX 6030 SUN CITY WEST AZ 85376 SHARON GRAMBOW CFO 6238325353 2022-05-16 true SHARON GRAMBOW 999009999 Brian D Todd P00422601 4178658701 2 2020 2022-09-23 18:48:47Z JOSEPH E LA RUE PO BOX 6030 SUN CITY WEST AZ 85376 54503300 false X WWW.SUNHEALTH.ORG X 2008 AZ SUN HEALTH CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS. 15 14 48 15 -609723 0 11860479 5016623 4854479 5493549 2664446 12403170 1288643 954152 20668047 23867494 2390000 2401643 0 0 942328 11689835 0 0 0 13254011 7221046 16586339 21312524 4081708 2554970 225040423 226573617 120795805 97342400 104244618 129231217 X SUN HEALTH ENVISIONS A WORLD WHERE PEOPLE OF ALL AGES AND BACKGROUNDS LIVE LONGER, HEALTHIER, MORE PURPOSEFUL LIVES. IT'S A ROBUST VISION, BUT ONE WE FEEL STRONGLY COMMITTED TO. SEE SCHEDULE O FOR MORE INFORMATION. false false 9841124 2401643 669361 WITH MUCH GENEROSITY COMES MUCH RESPONSIBILITY AND WE TAKE OUR STEWARDSHIP VERY SERIOUSLY. SUN HEALTH PROVIDED $14,971,000 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. 4724265 4984397 SUN HEALTH IS DEDICATED TO THE THREE PILLARS OF COMMUNITY CARE: HEALTHCARE-DRIVEN FUNDRAISING, RESIDENTIAL COMMUNITIES AND WELLNESS PROGRAMMING. OUR ORGANIZATION IS DRIVEN IN THIS WAY IN ORDER TO REALIZE A HOLISTIC, ALL-ENCOMPASSING PROGRAM OF REVITALIZATION, TRANSFORMATION AND EMPOWERED LIVING. TO THAT END, WE PROVIDE MULTI-LEVELS OF CARE IN THREE UNIQUELY DISTINCT COMMUNITIES: GRANDVIEW TERRACE IN SUN CITY WEST, LA LOMA VIDA IN LITCHFIELD PARK AND THE COLONNADE IN SUN CITY GRAND. SEE SCHEDULE O FOR MORE INFORMATION. 627044 75739 SUN HEALTH PRIDES ITSELF ON THE IMPACTFUL WAYS WE CAN TRANSFORM AND EMPOWER A COMMUNITY'S DESIRE TO LIVE ROBUST, INVIGORATING LIVES. TO LIVE OUR MISSION FULLY IS TO WATCH FUTURE GENERATIONS MAKE EDUCATED CHOICES TODAY THAT WILL USHER IN COMPLETELY NEW HEALTHCARE EXPERIENCES AND DECISION-MAKING. OUR CENTER FOR HEALTH AND WELLBEING IS AT THE FOREFRONT OF THAT CHANGING DYNAMIC. SEE SCHEDULE O FOR MORE INFORMATION. 2600395 13868 17792828 true true false 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 59 0 true 48 true true true false false false false false false false false false false false X 15 14 false false true false false true false true true false false true true true true true true true true true true X SHARON GRAMBOW CFO 6234718440 PO BOX 6030 SUN CITY WEST AZ 85376 JOSEPH E LA RUE PRESIDENT & CEO 32.0 8.0 X X 468999 0 59248 SHARON GRAMBOW CFO 8.0 32.0 X 376813 0 51409 JENNIFER DRAGO VP BUSINESS DEVELOPMENT 40.0 0.0 X 307698 0 40104 TAHLYA VISINTAINER CHIEF OPERATING OFFICER 8.0 32.0 X 263000 0 35661 BHAKTI GOSALIA VP OF OPERATIONS 32.0 8.0 X 259915 0 13557 VINCE BENBENEK CHIEF MARKETING OFFICER 8.0 32.0 X 204834 0 19831 WENDY PARDONCHE SVP HR & ORG DEVELOPMENT 32.0 8.0 X 164121 0 21469 GARY EGAN VP OF FINANCE 32.0 8.0 X 176424 0 7222 KARI DAVIS CURRY EXECUTIVE DIRECTOR 32.0 8.0 X 160665 0 14433 CHARLES KERBY EXECUTIVE DIRECTOR 32.0 8.0 X 156632 0 12911 GERALD S SOLOMON CHAIR 2.0 2.0 X X 0 0 0 PATRICIA LEWIS FINNELL VICE CHAIR 2.0 2.0 X X 0 0 0 LEW LANCASTER TREASURER 2.0 2.0 X X 0 0 0 DEAN L STRYCKER MD SECRETARY 2.0 2.0 X X 0 0 0 TODD CANTERBURY DIRECTOR BEGIN 01/2021 2.0 2.0 X 0 0 0 ROGER GIMBY DIRECTOR, SHF EX-OFFICIO 2.0 2.0 X 0 0 0 TODD HORNBACK EX OFFICIO, SHF CHAIR 2.0 2.0 X 0 0 0 JONATHAN G HOWARD DIRECTOR 2.0 2.0 X 0 0 0 L BIRT KELLAM DIRECTOR 2.0 2.0 X 0 0 0 IRENE KOVALA DIRECTOR 2.0 2.0 X 0 0 0 RICHARD V LIVENGOOD DIRECTOR 2.0 2.0 X 0 0 0 RANDY MCGRANE DIRECTOR 2.0 2.0 X 0 0 0 HERMAN L ORCUTT DIRECTOR 2.0 2.0 X 0 0 0 RONALD J SYMIC DIRECTOR 2.0 2.0 X 0 0 0 JOEL E BATHELEMY DIRECTOR END 9/2020 2.0 2.0 X 0 0 0 2539101 0 275845 19 false true false PLANTE MORAN PLLC 16060 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 AUDIT AND TAX 205763 ROX MEDIA LLC PO BOX 11190 CASA GRANDE AZ 85130 MARKETING 219651 ZION AND ZION LLC 432 S FARMER AVE TEMPE AZ 85281 MARKETING 1083749 IT DATA SOLUTIONS 30889 FRESH POND DRIVE OCEAN VIEW DE 19970 IT SERVICE 204439 CHARLES WILLIAMS 919 SW CATALINA ST PALM CITY FL 34990 CONSULTING 137446 5 4911316 105307 5016623 LIFE CARE COMMUNITIES 561000 4235069 4235069 LAND LEASE 561000 1030908 1030908 OTHER REVENUE 900099 175397 175397 HEALTH AND WELLBEING 611710 52175 52175 5493549 1053345 -609723 1663068 0 0 704336 704336 0 704336 704336 41985631 30635141 665 11350490 -665 11349825 11349825 0 0 0 0 0 0 0 0 0 EXPENSE RECAPTURE 900099 237587 237587 LATE FEES 900099 11311 11311 PARKING FEES 900099 918 918 249816 23867494 5743365 -609723 13717229 2401643 2401643 0 0 0 1827597 296436 1531161 0 4745066 4745066 3976962 3976962 617931 586528 31403 522279 448392 73887 0 0 186177 186177 0 0 0 1599085 1428589 170496 231872 231307 565 671478 403956 267522 165504 122247 43257 0 612455 156934 455521 16120 11694 4426 0 31949 30127 1822 1972011 1972011 0 1317953 948204 369749 219233 219233 LICENSES, DUES, SUBSCRIPTIONS 136944 17869 119075 REPAIRS AND MAINTENANCE 41987 14863 27124 RECRUITING & RETENTION 18278 18278 21312524 17792828 3519696 0 0 2320972 13000418 2240349 0 0 141895 457473 0 0 0 0 3155440 6252537 0 0 326633 58872 42133038 8561221 34505363 33571817 152070136 158073033 17766281 18364331 0 0 0 142134 4074257 5092099 225040423 226573617 5465981 3640462 0 0 17944908 17041491 27688448 23128845 0 0 0 0 15522598 332554 0 0 54173870 53199048 120795805 97342400 X 93618127 118605726 10626491 10625491 104244618 129231217 225040423 226573617 2554970 22429480 2149 X false true X true false X X X 4 SUN HEALTH FOUNDATION 237107959 7 true 2401643 0 LA LOMA SENIOR LIVING SERVICES INC 861028348 10 true 0 0 SUN HEALTH COLONNADE 453137352 10 true 0 0 SUN HEALTH GRANDVIEW TERRACE 832576991 10 true 0 0 4 2401643 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 false 23344207 23344207 10664046 4835901 5828145 1762494 965336 797158 2660230 1906873 753357 3702061 853111 2848950 33571817 OTHER SECURITIES 18364331 C 18364331 0 DUE TO 3RD PARTY 47580048 DUE TO RELATED PARTY 5404000 LEASE LIABILITY 215000 53199048 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. East Asia and the Pacific 0 0 Investments 3262342 Central America and the Caribbean 0 0 Investments 2674631 Middle East and North Africa 0 0 Investments 1456025 South America 0 0 Investments 727969 0 0 0 0 8120967 8120967 true false true true false false true SUN HEALTH FOUNDATION 14719 W GRAND AVE SURPRISE AZ 85374 237107959 501(C)(3) 2401643 HEALTH CARE FUNDING 1 SCHEDULE I, PART I, LINE 2 MONITORING USE OF GRANTS: 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 391522 0 77477 0 0 0 51317 0 7931 0 528247 0 0 0 SHARON GRAMBOW CFO 303143 0 73670 0 0 0 42393 0 9016 0 428222 0 0 0 JENNIFER DRAGO VP BUSINESS DEVELOPMENT 242988 0 64710 0 0 0 32011 0 8093 0 347802 0 0 0 TAHLYA VISINTAINER CHIEF OPERATING OFFICER 217466 0 45534 0 0 0 28286 0 7375 0 298661 0 0 0 BHAKTI GOSALIA VP OF OPERATIONS 195094 0 64821 0 0 0 9234 0 4323 0 273472 0 0 0 GARY EGAN VP OF FINANCE 155769 0 20655 0 0 0 6823 0 399 0 183646 0 0 0 KARI DAVIS CURRY EXECUTIVE DIRECTOR 130298 0 30367 0 0 0 0 0 14433 0 175098 0 0 0 CHARLES KERBY EXECUTIVE DIRECTOR 124869 0 31763 0 0 0 4768 0 8143 0 169543 0 0 0 WENDY PARDONCHE SVP HR & ORG DEVELOPMENT 132937 0 31184 0 0 0 6689 0 14780 0 185590 0 0 0 VINCE BENBENEK CHIEF MARKETING OFFICER 175000 0 29834 0 0 0 7627 0 12204 0 224665 0 0 0 SCHEDULE J, PART I, LINE 3 METHODS USED TO ESTABLISH EXECUTIVE COMPENSATION: THE ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION. THE FOLLOWING METHODS ARE USED: - 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 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. A INDUSTRIAL DEV AUTH OF THE CITY OF GLENDALE AZ 521767454 378287AX4 2019-11-01 107149811 FINANCE NEW MONEY PROJECTS false false false A 0 0 107166350 0 1088567 0 1394856 0 0 15849660 65645074 23188193 true true false true A false false true true false 0 false false false false A false true true false false false 0 false 0 false true A false SCHEDULE K, PART I, LINE A ISSUER NAME: INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF GLENDALE, ARIZONA SCHEDULE K, PART I, LINE 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 AND 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, COLUMN A 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: $62,762,858 SUN HEALTH GRANDVIEW TERRACE EIN: 83-2576991 TAX-EXEMPT BOND LIABILITY: $30,190,248 SUN HEALTH COLONNADE EIN: 45-3137352 TAX-EXEMPT BOND LIABILITY: $26,937,836 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 III, LINE 1 ORGANIZATION'S MISSION (CONTINUED): 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 #1 ACCOMPLISHMENTS (CONTINUED): 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 REACHED 76% OF THE $48 MILLION GOAL 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 4B PROGRAM SERVICE #2 ACCOMPLISHMENTS (CONTINUED): 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 4C PROGRAM SERVICE #3 ACCOMPLISHMENTS (CONTINUED): 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-PERSONA 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 OTHER PROGRAM SERVICES: 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, SECTION A, LINE 4 SIGNIFICANT CHANGES TO BYLAWS: THE FOLLOWING CHANGES HAVE BEEN MADE TO THE ORGANIZATIONS BYLAWS SINCE THE PRIOR FORM 990 WAS FILED: - DIRECTORS SHALL RECEIVE REIMBURSEMENT OF EXPENSES IN PERFORMANCE OF THEIR DUTIES AS THE BOARD OF DIRECTORS DEEM APPROPRIATE FROM TIME TO TIME. FOR THE PURPOSES OF FEES, THE DIRECTORS MAY ELECT TO TREAT INDEPENDENT DIRECTORS DIFFERENTLY THAN NON-INDEPENDENT DIRECTORS. - THE AMENDED BYLAWS ADDED A SECTION ON VOTING WHICH DESCRIBES THE ACTIONS TAKEN BY A MAJORITY OF DIRECTORS PRESENT, ACTIONS BY MAJORITY OF ALL DIRECTORS, ACTIONS BY FULL TWO-THIRDS MAJORITY OF ALL DIRECTORS, ACTION BY TWO-THIRDS OF COMMITTEE MEMBERS PRESENT, AND RULES ON VOTING BY PROXY. - ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT ANY MEETING OF THE BOARD OF DIRECTORS MAY BE TAKEN WITHOUT A MEETING UPON THE CONSENT OF TWO-THIRDS OF THE VOTING DIRECTORS - THE MOST CURRENT VERSION OF THE ROBERTS RULES OF ORDER OR OTHER RULES AS THE BOARD OF DIRECTORS MAY ADOPT FROM TIME TO TIME, SHALL GENERALLY GOVERN PROCEDURES AT ALL MEETINGS OF THE BOARD OF DIRECTORS AND ITS COMMITTEES ON MATTERS NOT EXPRESSLY COVERED BY THESE AMENDED BYLAWS. - THE BOARD OF DIRECTORS SHALL APPOINT THE PRESIDENT WHO SHALL SERVE AT THE PLEASURE OF THE BOARD OF DIRECTORS. THE PRESIDENT SHALL HAVE GENERAL SUPERVISION OVER THE DAILY OPERATIONS OF THE CORPORATION AND ANY OTHER DUTIES AS MAY BE ASSIGNED FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 7A APPOINTMENT OF THE GOVERNING BODY: THE DIRECTORS ARE RATIFIED BY SUN HEALTH FOUNDATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW PROCESS: THE FORM 990 IS PREPARED AND REVIEWED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, BKD. 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 MONITORING 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, SECTION B, LINE 15A OFFICER COMPENSATION: 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 2021. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC. 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