SUN HEALTH COLONNADE: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SUN HEALTH COLONNADE (EIN 45-3137352)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202141379349309429
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T17:22:31-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8181 E TUFTS AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453137352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN HEALTH COLONNADE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNH | BusinessNameControlTxt |
| Phone | 6232363700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6030 | AddressLine1Txt |
| City | SUN CITY WEST | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85376 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH E LA RUE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6232363700 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI J EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOSEPH E LA RUE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6030 | AddressLine1Txt |
| City | SUN CITY WEST | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85736 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,009,660 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SUNHEALTHSENIORLIVING.ORG/COLONNADE | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE OCOLONNADE CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS. SUN HEALTH ENVISIONS A WORLD WHERE PEOPLE LIVE LONGER, HEALTHIER, MORE PURPOSEFUL LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 185 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $175,652 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,260,754 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,951,392 | CYProgramServiceRevenueAmt |
| PY Investment Income | $118,927 | PYInvestmentIncomeAmt |
| CY Investment Income | $58,268 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,555,333 | PYTotalRevenueAmt |
| CY Total Revenue | $15,009,660 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,807,145 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,703,957 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,373,760 | PYOtherExpensesAmt |
| CY Other Expenses | $9,493,509 | CYOtherExpensesAmt |
| PY Total Expenses | $12,180,905 | PYTotalExpensesAmt |
| CY Total Expenses | $14,197,466 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,374,428 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $812,194 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $85,611,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,085,709 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $77,392,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,058,190 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,219,553 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,027,519 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUN HEALTH COLONNADE SUPPORTS AND BENEFITS SUN HEALTH FOUNDATION, SUN HEALTH SENIOR LIVING, BANNER HEALTH, AND OTHER CHARITABLE ORGANIZATIONS ENGAGED IN PROMOTING/ENHANCING THE DELIVERY OF HEALTH CARE IN ARIZONA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,334,368 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,982,608 | RevenueAmt |
| Desc | TO PROVIDE A CONTINUING CARE RETIREMENT COMMUNITY THAT MEETS THE NEEDS OF THE ELDERLY AND PROVIDES FOR THE PHYSICAL, SPIRITUAL, INTELLECTUAL, SOCIAL AND OTHER NEEDS OF OUR RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $719,569 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $968,784 | RevenueAmt |
| Desc | SUN HEALTH AT HOME ADDRESSES THE NEEDS OF COMMUNITY MEMBERS DESIRING THE SECURITY AND PEACE OF MIND THAT LIFE CARE PROVIDES WHILE REMAINING IN THEIR HOMES. THE PROGRAM OFFERS PERSONALIZED CARE, COORDINATING SERVICES, WELLNESS SERVICES, AND QUALITY CARE, DESIGNED TO ALLOW MEMBERS TO REMAIN IN THEIR HOMES, SAFELY AND CONFIDENTLY. CONTRACT HOLDERS ARE ABLE TO ACCESS LONG-TERM CARE SERVICES INCLUDING ASSISTED LIVING, MEMORY SUPPORT AND SKILLED NURSING FACILITIES, AS DEEMED APPROPRIATE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,053,937 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 185 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON GRAMBOW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6238324335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14719 W GRAND AVE | AddressLine1Txt |
| City | SUPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85374 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOSEPH E LA RUE | |||||||||
| PRESIDENT & CEO SHS/SHF | 32.00 | 8.00 | Yes (X) | Yes (X) | $0 | $685,916 | $66,785 | ||
| SHARON GRAMBOW | |||||||||
| CFO | 8.00 | 32.00 | Yes (X) | $0 | $423,414 | $56,828 | |||
| WILLIAM SELLNER | |||||||||
| FORMER CFO | 0.00 | 0.00 | $0 | $404,446 | $44,109 | Yes (X) | |||
| RONALD GUZIAK | |||||||||
| FORMER CEO SHS | 0.00 | 0.00 | $0 | $407,215 | $26,167 | Yes (X) | |||
| JENNIFER DRAGO | |||||||||
| CSO | 40.00 | 0.00 | Yes (X) | $0 | $356,938 | $59,759 | |||
| BHAKTI GOSALIA | |||||||||
| EXEC DIR SENIOR LIVING SHS | 0.00 | 40.00 | $0 | $252,597 | $44,862 | Yes (X) | |||
| TAHLYA VISINTAINER | |||||||||
| COO | 8.00 | 32.00 | Yes (X) | $0 | $240,750 | $22,210 | |||
| JOHN W TYLER | |||||||||
| FINANCE SR MGR SHS | 36.00 | 4.00 | $0 | $179,143 | $29,580 | Yes (X) | |||
| KARI DAVIS-CURRY | |||||||||
| EXEC DIR SENIOR LIVING SHS | 0.00 | 40.00 | $0 | $151,237 | $28,299 | Yes (X) | |||
| DONATO LIGUORI | |||||||||
| EXEC DIR SENIOR LIVING SHS | 0.00 | 40.00 | $0 | $151,732 | $21,079 | Yes (X) | |||
| BARBARA MASON | |||||||||
| EXEC DIR SENIOR LIVING SHS | 0.00 | 40.00 | $0 | $117,560 | $22,680 | Yes (X) | |||
| GERALD S SOLOMON | |||||||||
| CHAIRMAN | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA LEWIS FINNELL | |||||||||
| VICE CHAIRMAN | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LEW LANCASTER | |||||||||
| TREASURER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEAN L STRYCKER MD | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOEL E BARTHELEMY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN MINNIX | |||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| L BIRT KELLAM | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| IRENE KOVALA EDD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD V LIVENGOOD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDY MCGRANE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HERMAN L ORCUTT | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA ROURKE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD J SYMIC | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN HOWARD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD HORNBACK | |||||||||
| EX-OFFICIO, SUN HEALTH FOUNDATION | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,370,948 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $422,358 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BELMONTEZ CONSTRUCTION LLC | |||||
| 9299 W OLIVE AVE STE 505 | PEORIA | AZ | 85345 | GENERAL CONTRACTOR | $1,100,775 |
| AFFORDABLE HOME CARE SOLUTIONS | |||||
| 9324 E RAINTREE DR STE 100 | SCOTTSDALE | AZ | 85260 | IN HOME CARE | $113,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SERVICES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $14,951,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,951,392 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,951,392 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,268 | TotalRevenueColumnAmt |
| Exclusion | $58,268 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,009,660 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,951,392 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,268 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,967,084 | TotalAmt |
| Program Services | $3,747,881 | ProgramServicesAmt |
| Management And General | $219,203 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,854 | TotalAmt |
| Program Services | $412,854 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,019 | TotalAmt |
| Program Services | $305,170 | ProgramServicesAmt |
| Management And General | $18,849 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,036 | TotalAmt |
| Management And General | $603,036 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,615 | TotalAmt |
| Management And General | $14,615 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,600 | TotalAmt |
| Program Services | $77,600 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,762 | TotalAmt |
| Program Services | $208,655 | ProgramServicesAmt |
| Management And General | $468,107 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,708 | TotalAmt |
| Program Services | $163,681 | ProgramServicesAmt |
| Management And General | $50,027 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,153 | TotalAmt |
| Program Services | $154,052 | ProgramServicesAmt |
| Management And General | $13,101 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,832 | TotalAmt |
| Program Services | $154,026 | ProgramServicesAmt |
| Management And General | $63,806 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,310,733 | TotalAmt |
| Program Services | $1,310,733 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,027,392 | TotalAmt |
| Program Services | $1,027,392 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,789,509 | TotalAmt |
| Program Services | $2,734,509 | ProgramServicesAmt |
| Management And General | $55,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,296 | TotalAmt |
| Program Services | $170,296 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $911,776 | $911,157 | $619 |
| EMPLOYEE EXPENSES | $541,366 | $181,200 | $360,166 |
| RAW FOOD | $346,999 | $339,459 | $7,540 |
| MISCELLANEOUS | $233,178 | $127,457 | $105,721 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,554 | TotalAmt |
| Program Services | $27,815 | ProgramServicesAmt |
| Management And General | $163,739 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,197,466 | TotalAmt |
| Program Services | $12,053,937 | ProgramServicesAmt |
| Management And General | $2,143,529 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,698 | BOYAmt |
| EOY | $397,232 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,023,742 | BOYAmt |
| EOY | $6,279,839 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,807,492 | BOYAmt |
| EOY | $2,028,691 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,038,886 | BOYAmt |
| EOY | $1,571,088 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,535 | BOYAmt |
| EOY | $49,042 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,732 | BOYAmt |
| EOY | $205,117 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $87,905,615 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,911,638 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,221,002 | BOYAmt |
| EOY | $74,993,977 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,613,816 | BOYAmt |
| EOY | $4,560,723 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,611,903 | BOYAmt |
| EOY | $90,085,709 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,963,235 | BOYAmt |
| EOY | $1,879,186 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,079,020 | BOYAmt |
| EOY | $22,994,176 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $27,372,228 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,362 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,098,733 | BOYAmt |
| EOY | $28,812,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,392,350 | BOYAmt |
| EOY | $81,058,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,219,553 | BOYAmt |
| EOY | $9,027,519 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,219,553 | BOYAmt |
| EOY | $9,027,519 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,611,903 | BOYAmt |
| EOY | $90,085,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $812,194 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$4,228 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $258,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $239,033 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $175,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $910,374 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,694,202 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,709,663 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,098,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,260,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,951,392 | CurrentTaxYearAmt |
| Total | $58,714,928 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,930,966 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,968,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,337,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,436,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,951,392 | CurrentTaxYearAmt |
| Total | $59,625,302 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $280,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $215,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,000 | CurrentTaxYearAmt |
| Total | $793,595 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $280,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $215,600 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,000 | CurrentTaxYearAmt |
| Total | $793,595 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $58,831,707 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,268 | CurrentTaxYearAmt |
| Total | $389,217 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,978 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $151,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $118,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,268 | CurrentTaxYearAmt |
| Total | $389,217 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,940,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,019,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,489,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,555,353 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,009,660 | CurrentTaxYearAmt |
| Total | $60,014,519 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98030 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98040 | PublicSupportPY509Pct |
| Investment Income CY | 0.00650 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00660 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,852,783 | OtherCostOrOtherBasisAmt |
| Book Value | $5,852,783 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,072,162 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,163,130 | DepreciationAmt |
| Book Value | $62,909,032 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,646,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,861,330 | DepreciationAmt |
| Book Value | $3,785,626 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,879,715 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,563,217 | DepreciationAmt |
| Book Value | $2,316,498 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $453,999 | OtherCostOrOtherBasisAmt |
| Depreciation | $323,961 | DepreciationAmt |
| Book Value | $130,038 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $74,993,977 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEBT SERVICE RESERVE | $2,588,012 |
| RESIDENT DEPOSITS ESCROW | $352,875 |
| SHAH MEMBER DEPOSITS ESCROW | $1,619,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,560,723 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENTRANCE FEES REFUNDABLE | Desc |
| Amt | $28,812,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,812,600 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $15,010,000 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $340 | OtherRevenueAmt |
| Revenue Not Reported | $340 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,009,660 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,009,660 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,198,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $534 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $534 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,197,466 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,197,466 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING ADJUSTMENT DUE TO FS BEING REPORTED IN THOUSANDS 340. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING ADJUSTMENT DUE TO FS BEING REPORTED IN THOUSANDS 534. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOSEPH E LA RUE | ||||||||||||||
| PRESIDENT & CEO SHS/SHF | $0 | $389,786 | $0 | $169,275 | $0 | $126,855 | $0 | $29,903 | $0 | $36,882 | $0 | $752,701 | $0 | $0 |
| SHARON GRAMBOW | ||||||||||||||
| CFO | $0 | $304,054 | $0 | $99,224 | $0 | $20,136 | $0 | $30,159 | $0 | $26,669 | $0 | $480,242 | $0 | $0 |
| WILLIAM SELLNER | ||||||||||||||
| FORMER CFO | $0 | $60,676 | $0 | $11,751 | $0 | $332,019 | $0 | $19,505 | $0 | $24,604 | $0 | $448,555 | $0 | $0 |
| RONALD GUZIAK | ||||||||||||||
| FORMER CEO SHS | $0 | $0 | $0 | $0 | $0 | $407,215 | $0 | $0 | $0 | $26,167 | $0 | $433,382 | $0 | $0 |
| JENNIFER DRAGO | ||||||||||||||
| CSO | $0 | $247,428 | $0 | $100,117 | $0 | $9,393 | $0 | $25,874 | $0 | $33,885 | $0 | $416,697 | $0 | $0 |
| BHAKTI GOSALIA | ||||||||||||||
| EXEC DIR SENIOR LIVING SHS | $0 | $207,729 | $0 | $40,406 | $0 | $4,462 | $0 | $26,355 | $0 | $18,507 | $0 | $297,459 | $0 | $0 |
| TAHLYA VISINTAINER | ||||||||||||||
| COO | $0 | $183,458 | $0 | $57,292 | $0 | $0 | $0 | $4,874 | $0 | $17,336 | $0 | $262,960 | $0 | $0 |
| JOHN W TYLER | ||||||||||||||
| FINANCE SR MGR SHS | $0 | $148,923 | $0 | $30,220 | $0 | $0 | $0 | $4,920 | $0 | $24,660 | $0 | $208,723 | $0 | $0 |
| KARI DAVIS-CURRY | ||||||||||||||
| EXEC DIR SENIOR LIVING SHS | $0 | $131,427 | $0 | $19,810 | $0 | $0 | $0 | $0 | $0 | $28,299 | $0 | $179,536 | $0 | $0 |
| DONATO LIGUORI | ||||||||||||||
| EXEC DIR SENIOR LIVING SHS | $0 | $125,583 | $0 | $26,149 | $0 | $0 | $0 | $5,124 | $0 | $15,955 | $0 | $172,811 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | 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. A RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABOLISH COMPENSATION: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART II | 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | 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 COLONNADE'S SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 6 | SUN HEALTH SENIOR LIVING, LLC IS A MEMBER OWNED BY SUN HEALTH SERVICES, SUN HEALTH COLONNADE'S SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | 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 | CERTAIN RESERVED POWERS ARE MAINTAINED BY SUN HEALTH SERVICES, AS A SOLE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, PLANTE & 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 | 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, SECTION B, LINE 15 | THE 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 ORGANIZATION'S 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 2019. ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ROUNDING DUE TO F/S BEING REPORTED IN THOUSANDS -4,228. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUN HEALTH SERVICES | |||||||||||
| 14719 W GRAND AVENUE | SUPRISE | AZ | 85374 | 262967251 | SUPPORT ORG - HEALTH | AZ | 501(C)(3) | LINE 12A, I | N/A | 0 | |
| LA LOMA SENIOR LIVING SERVICES | |||||||||||
| 14154 DENNY BLVD | LITCHFIELD PARK | AZ | 85340 | 861023848 | SENIOR LIVING | AZ | 501(C)(3) | LINE 10 | 0 | SUN HEALTH SERVICES | |
| SUN HEALTH FOUNDATION | |||||||||||
| 14719 W GRAND AVENUE | SUPRISE | AZ | 85374 | 237107959 | FUNDRAISING | AZ | 501(C)(3) | LINE 7 | N/A | 0 | |
| SUN HEALTH GRANDVIEW TERRACE | |||||||||||
| 14515 W GRANITE VALLEY DR | SUN CITY WEST | AZ | 85374 | 860795477 | SENIOR LIVING | AZ | 501(C)(3) | LINE 10 | 0 | SUN HEALTH SERVICES | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN HEALTH PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14719 W GRAND AVE | AddressLine1Txt |
| City | SUPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860796950 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN HEALTH SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |