SUN HEALTH FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SUN HEALTH FOUNDATION (EIN 23-7107959)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-11
- IRS object ID
- 202011939349300906
- Schema version
- 2018v3.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-11T14:00:53-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237107959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNH | BusinessNameControlTxt |
| Phone | 6238325330 | 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 | 853766030 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON GRAMBOW | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 6238325330 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORI EGGETT | PreparerPersonNm |
| PTIN | P00645252 | PTIN |
| Phone | 3037409400 | PhoneNum |
| Preparation | 2020-07-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.218.248.222 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-07 | IPDt |
| IP Tm | 11:08:17 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 32AB4DC92DA733B5ADB415FE3EF67AB0B37D0155 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 321DDE24B35CC1D1467AEA03569F7C6B0A555C82 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | 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 | 853766030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,002,908 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SUNHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | SUN HEALTH IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE, THREE SENIOR LIVING COMMUNITIES, LOCAL COMMUNITY HEALTH AND WELLNESS SERVICES AND WITH SUN HEALTH SERVICES, PROMOTES HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,257,731 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,726,359 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $348,396 | PYInvestmentIncomeAmt |
| CY Investment Income | $479,733 | CYInvestmentIncomeAmt |
| PY Other Revenue | $625,240 | PYOtherRevenueAmt |
| CY Other Revenue | $549,862 | CYOtherRevenueAmt |
| PY Total Revenue | $13,231,367 | PYTotalRevenueAmt |
| CY Total Revenue | $10,755,954 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,063,569 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,211,441 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,663,655 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,615,382 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,426,831 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,120,111 | PYOtherExpensesAmt |
| CY Other Expenses | $1,905,479 | CYOtherExpensesAmt |
| PY Total Expenses | $6,847,335 | PYTotalExpensesAmt |
| CY Total Expenses | $8,732,302 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,384,032 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,023,652 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $47,958,708 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,079,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,503,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,682,146 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,454,759 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,396,854 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUN HEALTH IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE, THREE SENIOR LIVING COMMUNITIES, LOCAL COMMUNITY HEALTH AND WELLNESS SERVICES AND WITH SUN HEALTH SERVICES, PROMOTES HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,567,648 | ExpenseAmt |
| Grant | $5,211,441 | GrantAmt |
| Revenue | $597,584 | RevenueAmt |
| Desc | IN PARTNERSHIP WITH GENEROUS DONORS, SUN HEALTH FOUNDATION PROVIDED $5,211,000 IN PHILANTHROPIC SUPPORT TO BANNER BOSWELL MEDICAL CENTER (A NATIONALLY RECOGNIZED 410-BED ACUTE CARE HOSPITAL), BANNER DEL E WEBB MEDICAL CENTER (A 304-BED NATIONALLY RECOGNIZED ACUTE CARE HOSPITAL), BANNER SUN HEALTH RESEARCH INSTITUTE WITH RESEARCH FOCUS ON DISEASES OF THE AGING, AND OTHER COMMUNITY HEALTH INITIATIVES INCLUDING NURSING EDUCATION, BANNER OLIVE BRANCH SENIOR CENTER, LA LOMA CARE CENTER, GRANDVIEW TERRACE CARE CENTER, GRANDVIEW TERRACE MEMORY SUPPORT SUITES, THE CENTER FOR HEALTH AND WELLBEING, CARE TRANSITIONS PROGRAM AND COMMUNITY EDUCATION. THE FOUNDATION ALSO DIRECTS FUNDS FROM ITS RESALE GIFT SHOPS TO BANNER BOSWELL AND DEL E. WEBB MEDICAL CENTERS. THE SUN CITY WEST RESALE SHOP, PARTNERSHIP WITH THE SUN CITY WEST FOUNDATION, DIRECTS CERTAIN PROCEEDS FOR LOCALIZED TRANSPORTATION SERVICES FOR AREA SENIORS. | Desc |
| Total Program Service Expenses | $5,567,648 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | JOSEPH E LA RUE PRESCEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6238325330 | 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 | 853766030 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| J SCOTT ANDERSON MD | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN CROWLEY | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATRICIA LEWIS FINNELL | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY FRIZELL | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAUREL GEDAN | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER GIMBY | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TODD HORNBACK | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| L BIRT KELLAM | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOE LA RUE | |||||||
| PRESIDENT | 10.00 | 40.00 | Yes (X) | $0 | $510,204 | $63,358 | Yes (X) |
| LEW LANCASTER | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD A MALCOMSON | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL D MINNIX | |||||||
| CHAIRMAN | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID MONHEIT | |||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATRICIA ROURKE | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT SHULL | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY SMITH | |||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD JERRY S SOLOMON | |||||||
| IMMEDIATE PAST CHAIRMAN | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL MANDELL | |||||||
| EX-OFFICIO | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| RONALD J SYMIC | |||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SHARON GRAMBOW | |||||||
| COO | 10.00 | 40.00 | $0 | $443,025 | $56,417 | Yes (X) | |
| WILLIAM T SELLNER | |||||||
| FORMER CFO | 10.00 | 30.00 | $0 | $498,947 | $61,730 | Yes (X) | |
| GINA ORE | |||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | 0.00 | $0 | $29,728 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,481,904 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $181,505 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $126,796 | FundraisingAmt |
| Related Organizations | $2,325,016 | RelatedOrganizationsAmt |
| All Other Contributions | $7,274,547 | AllOtherContributionsAmt |
| Noncash Contributions | $118,998 | NoncashContributionsAmt |
| Total Contributions | $9,726,359 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $475,212 | TotalRevenueColumnAmt |
| Exclusion | $475,212 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,521 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,521 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,521 | TotalRevenueColumnAmt |
| Exclusion | $4,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $199,232 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $126,796 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $246,954 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$47,722 | TotalRevenueColumnAmt |
| Exclusion | -$47,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $597,584 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $597,584 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $597,584 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,755,954 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $597,584 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $432,011 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,211,441 | TotalAmt |
| Program Services | $5,211,441 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,859 | TotalAmt |
| Management And General | $96,857 | ManagementAndGeneralAmt |
| Fundraising | $64,002 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,204,823 | TotalAmt |
| Program Services | $178,659 | ProgramServicesAmt |
| Management And General | $465,576 | ManagementAndGeneralAmt |
| Fundraising | $560,588 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,225 | TotalAmt |
| Program Services | $6,584 | ProgramServicesAmt |
| Management And General | $14,688 | ManagementAndGeneralAmt |
| Fundraising | $17,953 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,765 | TotalAmt |
| Program Services | $42,234 | ProgramServicesAmt |
| Management And General | $34,889 | ManagementAndGeneralAmt |
| Fundraising | $42,642 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,710 | TotalAmt |
| Program Services | $10,906 | ProgramServicesAmt |
| Management And General | $35,912 | ManagementAndGeneralAmt |
| Fundraising | $43,892 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,170 | TotalAmt |
| Management And General | $12,170 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,750 | TotalAmt |
| Management And General | $23,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,689 | TotalAmt |
| Program Services | $10,184 | ProgramServicesAmt |
| Management And General | $116,505 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,410 | TotalAmt |
| Management And General | $1,410 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,983 | TotalAmt |
| Program Services | $19,039 | ProgramServicesAmt |
| Management And General | $28,644 | ManagementAndGeneralAmt |
| Fundraising | $32,300 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,968 | TotalAmt |
| Management And General | $23,968 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,001 | TotalAmt |
| Management And General | $5,001 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,388 | TotalAmt |
| Management And General | $14,388 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,023 | TotalAmt |
| Program Services | $5,844 | ProgramServicesAmt |
| Management And General | $11,179 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| AMORTIZATION OF INTERES | $759,000 | $759,000 | ||
| FUNDRAISING | $665,454 | $665,454 | ||
| LEASE | $64,795 | $5,591 | $59,204 | |
| UTILITIES | $61,138 | $40,437 | $20,701 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,710 | TotalAmt |
| Program Services | $2,852 | ProgramServicesAmt |
| Management And General | $47,858 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,732,302 | TotalAmt |
| Program Services | $5,567,648 | ProgramServicesAmt |
| Management And General | $1,737,823 | ManagementAndGeneralAmt |
| Fundraising | $1,426,831 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,851 | BOYAmt |
| EOY | $320,433 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,743,310 | BOYAmt |
| EOY | $10,857,380 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,982,756 | BOYAmt |
| EOY | $527,037 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,097,734 | BOYAmt |
| EOY | $335,580 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,322,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,513 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $80,487 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,179 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,961 | BOYAmt |
| EOY | $69,308 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,867,760 | BOYAmt |
| EOY | $36,104,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,823 | BOYAmt |
| EOY | $543,262 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,958,708 | BOYAmt |
| EOY | $50,079,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,957,675 | BOYAmt |
| EOY | $226,036 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,736,853 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,546,274 | BOYAmt |
| EOY | $4,719,257 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,503,949 | BOYAmt |
| EOY | $16,682,146 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $544,854 | BOYAmt |
| EOY | $544,854 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,754,560 | BOYAmt |
| EOY | $32,852,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,155,345 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,454,759 | BOYAmt |
| EOY | $33,396,854 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,958,708 | BOYAmt |
| EOY | $50,079,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,023,652 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $917,129 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,314 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,936,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,575,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,291,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,257,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,726,359 | CurrentTaxYearAmt |
| Total | $42,786,965 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,936,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,575,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,291,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,257,731 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,726,359 | CurrentTaxYearAmt |
| Total | $42,786,965 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,997,375 | SubstantialContributorsTotAmt |
| Public Support Total170 | $40,789,590 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $179,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,297 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $226,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $349,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $475,212 | CurrentTaxYearAmt |
| Total | $1,404,015 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,190,980 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,126,488 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,593,483 | BeginningYearBalanceAmt |
| Contributions | $522,449 | ContributionsAmt |
| Investment Earnings Or Losses | $731,353 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,439,340 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,657 | OtherExpendituresAmt |
| End Year Balance | $15,373,288 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,241,754 | BeginningYearBalanceAmt |
| Contributions | $1,228,724 | ContributionsAmt |
| Investment Earnings Or Losses | $1,178,825 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $55,820 | OtherExpendituresAmt |
| End Year Balance | $17,593,483 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,753,269 | BeginningYearBalanceAmt |
| Contributions | $3,122 | ContributionsAmt |
| Investment Earnings Or Losses | $1,753,718 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $268,355 | OtherExpendituresAmt |
| End Year Balance | $15,241,754 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,739,971 | BeginningYearBalanceAmt |
| Contributions | $135,087 | ContributionsAmt |
| Investment Earnings Or Losses | -$47,254 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,535 | OtherExpendituresAmt |
| End Year Balance | $13,753,269 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,560,812 | BeginningYearBalanceAmt |
| Contributions | $42,393 | ContributionsAmt |
| Investment Earnings Or Losses | $336,363 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $199,597 | OtherExpendituresAmt |
| End Year Balance | $13,739,971 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.40000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.60000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,921 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,566 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,258 | DepreciationAmt |
| Book Value | $69,308 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $69,308 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY | Desc |
| Amt | $4,719,257 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,719,257 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,920,037 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $917,129 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $246,954 | OtherRevenueAmt |
| Revenue Not Reported | $1,164,083 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,755,954 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,755,954 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,979,256 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $246,954 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $246,954 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,732,302 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,732,302 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES 246,954. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EVENT EXPENSES 246,954. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $257,782 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $117,830 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $139,952 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,298 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $87,227 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $59,095 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $60,530 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF | Event2Nm |
| Gross Receipts Event2 | $68,246 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,966 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $59,280 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,180 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $9,542 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,135 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $7,947 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $326,028 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $126,796 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $199,232 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $17,478 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $96,769 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $64,230 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $68,477 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $246,954 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$47,722 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SUN HEALTH SERVICES | |||||||
| 14719 W GRAND AVE | SURPRISE | AZ | 85374 | 262957251 | 501(C)(3) | $4,564,973 | HOSPITAL EXPANSION, COMMUNITY SERVICES |
| SUN CITY WEST FOUNDATION | |||||||
| 14465 W RH JOHNSON BLVD | SUN CITY WEST | AZ | 85375 | 742358945 | 501(C)(3) | $149,523 | COMMUNITY SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | SUN HEALTH FOUNDATION RAISES FUNDS TO BE USED BY OR FOR THE BENEFIT OF NONPROFIT HEALTHCARE SERVICE ORGANIZATIONS. ACCORDINGLY, SUN HEALTH FOUNDATION DISTRIBUTES FUNDS TO SUN HEALTH SERVICES TOWARDS THE CAPITAL AND OPERATING PROGRAM NEEDS FOR THE FORMER SUN HEALTH FACILITIES. RECONCILIATIONS BETWEEN SUN HEALTH SERVICES CONTRIBUTIONS AND DISTRIBUTIONS ARE MAINTAINED SPECIFYING THE USE OF FUNDS RECEIVED FROM THE SUN HEALTH FOUNDATION. |
| SCHEDULE I, PART III, LINE 1 | NO SCHOLARSHIP GRANTS ARE FUNDED UNTIL THE STUDENT HAS ENROLLED IN THEIR RESPECTIVE INSTITUTION. DOCUMENTATION IS REQUIRED FROM THE RESPECTIVE INSTITUTION ATTESTING TO THEIR ENROLLMENT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOE LA RUE | ||||||||||||||
| PRESIDENT | $0 | $380,130 | $0 | $130,074 | $0 | $0 | $0 | $29,077 | $0 | $34,281 | $0 | $573,562 | $0 | $0 |
| SHARON GRAMBOW | ||||||||||||||
| COO | $0 | $315,139 | $0 | $127,886 | $0 | $0 | $0 | $29,438 | $0 | $26,979 | $0 | $499,442 | $0 | $0 |
| WILLIAM T SELLNER | ||||||||||||||
| FORMER CFO | $0 | $358,312 | $0 | $140,635 | $0 | $0 | $0 | $29,500 | $0 | $32,230 | $0 | $560,677 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 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. |
| SCHEDULE J PART II | EFFECTIVE 9/2/08, THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES WAS PAID BY BANNER HEALTH THROUGH AN AGREEMENT BETWEEN BANNER HEALTH AND SUN HEALTH SERVICES. BANNER HEALTH IS A SEPARATE RELATED 501(C)(3) ORGANIZATION. SUN HEALTH SERVICES REIMBURSES BANNER HEALTH FOR THE AMOUNTS PAID. |
| 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,292 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $76,706 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 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 15 | THE BOARD OF DIRECTORS MANAGEMENT REVIEW COMMITTEE, AS PROVIDED IN THE ORGANIZATION'S BYLAWS, HAS RESPONSIBILITY FOR COMPENSATION OF ALL SENIOR MANAGEMENT. ANNUALLY SALARIES OF SENIOR MANAGEMENT ARE REVIEWED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE DELIBERATION AND DECISION OF THE COMPENSATION ARRANGEMENT WAS CONTEMPORANEOUSLY SUBSTANTIATED IN THE ORGANIZATION'S MINUTES. SUN HEALTH SERVICES RETAINS AN INDEPENDENT CONSULTANT, FINDLEY DAVIS, IN ASSESSING ITS EXECUTIVE COMPENSATION POLICIES AND PRACTICES. THE COMPENSATION PROCESS WAS LAST UNDERTAKEN IN 2019. ALL COMPENSATION IS PAID BY RELATED ORGANIZATIONS WHO USE THE FOLLOWING PROCESS TO ESTABLISH THE COMPENSATION OF THE CEO AND OTHER TOP MANAGEMENT OFFICIALS. |
| FORM 990, PART VI, SECTION C, LINE 19 | 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 VIII, LINE 1D | SUN HEALTH SERVICES, A 501(C)(3), IN ITS ROLE AS A SUPPORTING ORGANIZATION, AGREED TO FUND THE ADMINISTRATIVE AND FUNDRAISING COSTS FOR SUN HEALTH FOUNDATION THAT ARE NECESSARY TO MEET ITS PHILANTHROPIC MISSION. THROUGH THIS GRANT, CONTRIBUTORS TO SUN HEALTH FOUNDATION ARE ASSURED THAT ALMOST 100% OF THEIR DONATIONS ARE UTILIZED FOR THE DONOR INTENDED PURPOSE WITHOUT ANY OFFSET FOR ADMINISTRATIVE COSTS. |
| FORM 990, PART XI, LINE 9: | ROUNDING ADJUSTMENT 1,314. |
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 11 | N/A | 0 | |
| LA LOMA SENIOR LIVING SERVICES | |||||||||||
| 14154 DENNY BLVD | LITCHFIELD PARK | AZ | 85340 | 861023848 | SENIOR LIVING | AZ | 501(C)(3) | LINE 9 | 0 | SUN HEALTH SERVICES | |
| SUN HEALTH COLONNADE | |||||||||||
| 19116 COLONNADE WAY | SUPRISE | AZ | 85374 | 453137352 | SENIOR LIVING | AZ | 501(C)(3) | LINE 9 | 0 | SUN HEALTH SERVICES | |
| SUN HEALTH GRANDVIEW TERRACE | |||||||||||
| 14515 W GRANITE VALLEY DR | SUN CITY WEST | AZ | 85374 | 860795477 | SENIOR LIVING | AZ | 501(C)(3) | LINE 9 | 0 | SUN HEALTH SERVICES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | 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 | 0 | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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