SUN HEALTH COLONNADE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SUN HEALTH COLONNADE (EIN 45-3137352)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-11
- IRS object ID
- 201831319349304813
- Schema version
- 2016v3.0
- 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 | 2018-05-11T02:57:45-00:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 750 Trade Centre Way | AddressLine1Txt |
| City | Portage | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 | William T Sellner | PersonNm |
| Person Title | Exec VPCFO | PersonTitleTxt |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol Lalonde | PreparerPersonNm |
| Phone | 2695674587 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Sharon Grambow | 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 | 85374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,019,547 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.sunhealthseniorliving.org/colonnade | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | To enhance the physical, spiritual, intellectual and social dimensions of wellness for our residents and members through development, ownership and operation of health communities and residential alternatives. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $236,764 | PYContributionsGrantsAmt |
| CY Contributions Grants | $258,905 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,694,202 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,709,663 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,266 | PYInvestmentIncomeAmt |
| CY Investment Income | $50,979 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,940,232 | PYTotalRevenueAmt |
| CY Total Revenue | $11,019,547 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,715,658 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,281,634 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,212,868 | PYOtherExpensesAmt |
| CY Other Expenses | $6,874,721 | CYOtherExpensesAmt |
| PY Total Expenses | $6,928,526 | PYTotalExpensesAmt |
| CY Total Expenses | $10,156,355 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,011,706 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $863,192 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,096,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $82,445,260 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,964,935 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,450,785 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,131,283 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,994,475 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To enhance the physical, spiritual, intellectual and social dimensions of wellness for our residents and members through development, ownership and operation of health communities and residential alternatives. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,545,530 | ExpenseAmt |
| Revenue | $10,553,677 | 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 | $151,880 | ExpenseAmt |
| Revenue | $155,986 | 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 coordination 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 | $8,697,410 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 44 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sharon Grambow | PersonNm |
| Phone | 6238324335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14719 W Grand Ave | AddressLine1Txt |
| City | Surprise | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Ronald D Guziak | ||||||||
| President/CEO | 010.00 | 050.00 | Yes (X) | Yes (X) | $0 | $750,102 | $15,016 | |
| John Luke | ||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Dean L Strycker MD | ||||||||
| Director | 001.00 | 004.00 | Yes (X) | $0 | $0 | $0 | ||
| Joel E Barthelemy | ||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| R Jack Stephenson | ||||||||
| Immediate Past Chairman | 001.00 | 004.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Larry D Baker | ||||||||
| Director | 001.00 | 004.00 | Yes (X) | $0 | $0 | $0 | ||
| Herman Orcutt | ||||||||
| Chairman | 001.00 | 004.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jeffrey G Ronn MD | ||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Gerald S Solomon | ||||||||
| Director/Ex-Officio | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Mandell | ||||||||
| Vice Chairman | 001.00 | 004.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Frank E Joyce | ||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard V Livengood | ||||||||
| Treasurer | 001.00 | 004.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sandra L Foell | ||||||||
| Secretary | 001.00 | 004.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| L Birt Kellam | ||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| A Steven Charney MD | ||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| Jon Wohler | ||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | ||
| William T Sellner | ||||||||
| Exec VP-CFO | 010.00 | 050.00 | Yes (X) | $0 | $467,074 | $37,144 | ||
| Sharon Grambow | ||||||||
| Exec VP-COO | 015.00 | 045.00 | $0 | $332,424 | $15,680 | Yes (X) | ||
| Barbara Foster | ||||||||
| Executive Director | 050.00 | $0 | $161,764 | $7,583 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $1,711,364 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,423 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Weitz Company | |||||
| 2111 E Highland Avenue Suite 400 | Phoenix | AZ | 85016 | General Contracting | $4,981,260 |
| Gothic Grounds Management Inc | |||||
| 1801 W Olympic Blvd | Pasadena | CA | 91199 | Landscaping Services | $285,229 |
| Belmontez Construction LLC | |||||
| 9299 W Olive Ave Ste 505 | Peoria | AZ | 85345 | Remodeling | $159,560 |
| Thoma-Holec Design LLC | |||||
| 7255 E Hampton Ave Ste 112 | Mesa | AZ | 85209 | Interior Design Services | $294,720 |
| Southwest Integrated Solutions | |||||
| 7124 W Friar Drive | Glendale | AZ | 85303 | Cabeling Technology | $267,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $258,905 | RelatedOrganizationsAmt |
| Total Contributions | $258,905 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Resident Services | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $10,709,663 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,709,663 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,709,663 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,979 | TotalRevenueColumnAmt |
| Exclusion | $50,979 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,019,547 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,709,663 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $50,979 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,896,410 | TotalAmt |
| Program Services | $2,235,409 | ProgramServicesAmt |
| Management And General | $661,001 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,598 | TotalAmt |
| Program Services | $204,194 | ProgramServicesAmt |
| Management And General | $2,404 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,626 | TotalAmt |
| Program Services | $163,896 | ProgramServicesAmt |
| Management And General | $14,730 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,197 | TotalAmt |
| Management And General | $414,197 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,755 | TotalAmt |
| Management And General | $12,755 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,956 | TotalAmt |
| Management And General | $52,956 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,466 | TotalAmt |
| Program Services | $5,933 | ProgramServicesAmt |
| Management And General | $126,533 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,266 | TotalAmt |
| Program Services | $146,266 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,094 | TotalAmt |
| Program Services | $180,353 | ProgramServicesAmt |
| Management And General | $44,741 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,227 | TotalAmt |
| Management And General | $99,227 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,298,861 | TotalAmt |
| Program Services | $1,293,282 | ProgramServicesAmt |
| Management And General | $5,579 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,420 | TotalAmt |
| Program Services | $303 | ProgramServicesAmt |
| Management And General | $8,117 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,251 | TotalAmt |
| Program Services | $1,112,251 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,797,546 | TotalAmt |
| Program Services | $1,797,546 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,888 | TotalAmt |
| Program Services | $121,888 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Resident Supplies and Services | $190,589 | $190,569 | $20 |
| Resident Dining Services | $651,090 | $651,090 | |
| Resident Health Center Expense | $213,523 | $213,523 | |
| Dues and Subscriptions | $267,410 | $267,410 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,182 | TotalAmt |
| Program Services | $113,497 | ProgramServicesAmt |
| Management And General | $16,685 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,156,355 | TotalAmt |
| Program Services | $8,697,410 | ProgramServicesAmt |
| Management And General | $1,458,945 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,544 | BOYAmt |
| EOY | $124,090 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,971,398 | BOYAmt |
| EOY | $14,674,929 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,439 | BOYAmt |
| EOY | $1,533,983 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,018,166 | BOYAmt |
| EOY | $2,494,790 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,592 | BOYAmt |
| EOY | $35,425 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,223 | BOYAmt |
| EOY | $112,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $65,891,041 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,819,534 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,931,030 | BOYAmt |
| EOY | $60,071,507 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,430,826 | BOYAmt |
| EOY | $3,398,120 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,096,218 | BOYAmt |
| EOY | $82,445,260 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,629 | BOYAmt |
| EOY | $2,917,536 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,339,346 | BOYAmt |
| EOY | $20,492,500 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $667,097 | BOYAmt |
| EOY | $450,587 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,651,863 | BOYAmt |
| EOY | $52,590,162 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,964,935 | BOYAmt |
| EOY | $76,450,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,131,283 | BOYAmt |
| EOY | $5,994,475 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,131,283 | BOYAmt |
| EOY | $5,994,475 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,096,218 | BOYAmt |
| EOY | $82,445,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $863,192 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Public Support CY170 | 0.00000 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,741 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,186 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $236,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $258,905 | CurrentTaxYearAmt |
| Total | $501,596 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,843,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,928,629 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,942,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,694,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,709,663 | CurrentTaxYearAmt |
| Total | $31,118,921 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,843,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,930,370 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,946,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,930,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,968,568 | CurrentTaxYearAmt |
| Total | $31,620,517 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $280,395 | CurrentTaxYearAmt |
| Total | $280,395 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $913,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,891 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,013,312 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $913,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $280,395 | CurrentTaxYearAmt |
| Total | $1,293,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $30,326,810 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,978 | CurrentTaxYearAmt |
| Total | $88,304 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,966 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,978 | CurrentTaxYearAmt |
| Total | $88,304 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,852,846 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,944,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,951,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,940,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,019,546 | CurrentTaxYearAmt |
| Total | $31,708,821 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91580 | PublicSupportPY509Pct |
| Investment Income CY | 0.00280 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
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 | $56,053,457 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,513,723 | DepreciationAmt |
| Book Value | $51,539,734 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,935,612 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,155,136 | DepreciationAmt |
| Book Value | $1,780,476 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,049,189 | OtherCostOrOtherBasisAmt |
| Depreciation | $150,675 | DepreciationAmt |
| Book Value | $898,514 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $60,071,507 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Note Payable - Sun Health | $28,682,165 |
| Line of Credit | |
| Refundable Entrance Fees | $23,907,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $52,590,162 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,019,000 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $11,019,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | $547 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $547 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,019,547 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,155,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $10,155,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,355 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,355 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,156,355 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| IV 2b | The organization accepts deposits from individuals who wish to reserve an independent living home. The deposits are held in an escrow account until the prospective resident cancels their agreement with the organization or becomes a resident. Escrow amounts held at 6/30/2017 are 450,857. |
| VII 4b | The audited financial statements present all numbers rounded to the nearest 1,000. |
| XI 4b | The audited financial statements present all numbers rounded to the nearest 1,000. |
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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| William T Sellner | ||||||
| Exec VP-CFO | $305,551 | $86,000 | $75,523 | $27,114 | $10,030 | $504,218 |
| Ronald D Guziak | ||||||
| President/CEO | $472,720 | $133,000 | $144,392 | $10,600 | $4,416 | $765,128 |
| Sharon Grambow | ||||||
| Exec VP-COO | $248,065 | $45,000 | $39,359 | $10,144 | $5,536 | $348,104 |
| Barbara Foster | ||||||
| Executive Director | $118,238 | $31,035 | $12,491 | $4,835 | $2,748 | $169,347 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Line 3 | Mr. Ronald Guziak is the President and CEO of Sun Health Services, the sole member of Sun Health Colonnade. None of Mr. Guziaks compensation is allocated to Sun Health Colonnade. In his role as the President and CEO of Sun Health Services, Mr. Guziak also serves as President and CEO for Sun Health Foundation and Sun Health Partners, affiliated organizations. In addition, he serves as the President and CEO of Sun Health Colonnade and has responsibility for all senior living operations owned by Sun Health Services. Mr. Guziaks compensation is determined and monitored by the Management Review Committee of the Sun Health Services board of directors and subject to final approval by that board. The Management Review Committee utilizes a national, independent compensation consultant firm to ensure Mr. Guziaks compensation is consistent with the market for executives commensurate with his duties, responsibilities, and span of control. |
| Part I Line 4b | Mr. Ronald Guziak, Mr. William Sellner, Ms. Sharon Grambow, and Ms. Barbara Foster participate in a board endorsed 457b plan. Mr. Guziak, Mr. Sellner and Ms. Grambow each deferred 18,000 into the plan Ms. Foster deferred 11,944. A non-qualified 457f 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 62 or Rule of 80 age and service equals 80 or more. The following participants received 457f payments Mr. Ronald Guziak, 66,270 and Mr. William Sellner, 21,695. 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. |
| 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, The Colonnade and Grandview Terrace, the latter three distinct continuing care retirement communities. With the exception of Ms. Foster, none of the compensation reflected on Schedule J is allocated or paid by Sun Health Colonnade. |
| Part II | See Schedule O for a disclosure of hours devoted to related organizations. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | Sun Health Colonnade created a life care at home program in fiscal year 2016 entitled Sun Health at Home. This program offers selected care and amenities of a senior living life care community within a members home. The program offers in-home services and the opportunity for assisted living, memory support and custodial care, depending on the contract executed. |
| Form 990, Part VI, Section A, Line 3 and 6 | 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 member owned by Sun Health Services, Sun Health Colonnades 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 resignation or removal. 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 reserve powers are maintained by Sun Health Services as sole member. |
| Form 990, Part VI, Section B, Line 11b | The Form 990 is prepared by management and reviewed by the organizations 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 the filing of the return. |
| 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 approval, 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 Management Review Committee, as provided in the organizations by-laws, has responsibility for the compensation of all senior management. Annually, salaries of senior management are reviewed and approved by the organizations board of directors. The deliberation and decision of the compensation arrangements is contemporaneously substantiated in the organizations minutes. Sun Health Services 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 2017. All compensation is paid by a related organization. |
| 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 are available upon request. |
| Form 990, Part VII, Section A, Line 1a | These individuals devote weekly time to the following organizations Ronald D. Guziak, 28 hours to Sun Health Services, 20 hours to Sun Health Foundation and 2 hours to Sun Health Partners William T. Sellner, 40 hours to Sun Health Services, 6 hours to Sun Health Partners and 4 hours to Sun Health Foundation. All of the individuals contribute time to Sun Health Senior Living and the senior living entities including La Loma Senior Living Services, The Colonnade and Grandview Terrace. Sharon Grambow devotes the majority of her time to senior living entities as follows 15 hours to La Loma Senior Living Services, Inc., 15 hours to Sun Health Colonnade, 15 hours to Sun Health Grandview Terrace, LLP and 5 hours to Sun Health Services. All board members devoted time to Sun Health Services, a related organization, with an average of 2 hours per week. The following board members devoted time to Sun Health Foundation, a related organization Gerald Solomon, 5 hours Herman Orcutt, 2 hours L Birt Kellam, 2 hours and Michael Mandell, 2 hours. |
| Form 990, Part VII, Section B, Line 1 | Sun Health Colonnade has a management agreement with Sun Health Senior Living, LLC under which the organization pays a percentage of annual revenues, with a minimum amount established, as defined in the agreement. In addition, Sun Health Senior Living, LLC employs all of the personnel who work for the organization and incurs other direct costs on behalf of the organization for which the organization reimburses Sun Health Senior Living, LLC based on actual costs incurred. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 Ave | Surprise | AZ | 85374 | 262967251 | Support org - Health | AZ | 501c3 | 11a | N/A | false | |
| La Loma Senior Living Services Inc | |||||||||||
| 14154 Denny Blvd | Litchfield Park | AZ | 85340 | 861023848 | Senior Living | AZ | 501c3 | 9 | Yes (true) | Sun Health Services | |
| Sun Health Foundation | |||||||||||
| 14719 W Grand Ave | Surprise | AZ | 85374 | 237107959 | Fundraising | AZ | 501c3 | 7 | N/A | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Grandview Terrace LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14515 W Granite Valley Dr | AddressLine1Txt |
| City | Sun City West | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860795477 | EIN |
| Primary Activities | Senior Living | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
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 | Surprise | 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 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corp | EntityTypeTxt |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Sun Health Services | ||
| c | $250,000 | Cash |
| Sun Health Services | ||
| e | $29,889,835 | Actual Indebtedness |
| Sun Health Services | ||
| m | $414,197 | Actual Incurred |
| Sun Health Services | ||
| o | $3,347,440 | Actual Incurred |
| Sun Health Foundation | ||
| c | $8,905 | Cash |
| Sun Health Services | ||
| d | $1,259,868 | Cash |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V Line 1c | Sun Health Services contributed 250,000 and Sun Health Foundation seeks contributions on behalf of Sun Health Colonnade the amounts contributed for fiscal year 2017 are 8,905. |
| Part V Line 1e | Sun Health Colonnade executed a Note Payable with Sun Health Services to fund continuing construction on the Colonnade campus. At June 30, 2017 the balance on the Note Payable was 29,889,835. |
| Part V Line 1m | Management fees of 414,197 were purchased through Sun Health Senior Living, LLC, a disregarded entity whose sole member is Sun Health Services. |
| Part V Line 1o | Employee costs of 3,347,440 were purchased through Sun Health Senior Living, LLC, a disregarded entity whose sole member is Sun Health Services. |