2018-05-11T02:57:45-00:00 2017-06-30 Plante & Moran PLLC 750 Trade Centre Way Portage MI 49002 990 2016-07-01 453137352 Sun Health Colonnade SUNH 6232363700 PO Box 6030 Sun City West AZ 85376 William T Sellner Exec VPCFO 2018-05-11 true Carol Lalonde 2695674587 2018-05-11 2016 2022-09-23 18:48:47Z Sharon Grambow PO Box 6030 Sun City West AZ 85374 11019547 false X www.sunhealthseniorliving.org/colonnade X 2011 AZ 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. 16 15 0 13 0 236764 258905 7694202 10709663 9266 50979 0 7940232 11019547 0 0 2715658 3281634 0 0 4212868 6874721 6928526 10156355 1011706 863192 66096218 82445260 60964935 76450785 5131283 5994475 X 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. false false 8545530 10553677 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. 151880 155986 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. 8697410 true true false false false false false false true false true true false false true false true true false false false false false false false false false false false true false false false false false false false false false false false false false false false false true true true false false true 44 0 true 0 false false false false false false false false false false X 16 15 false true false false true true true true true false false true true true true true true true true false false AZ X Sharon Grambow 6238324335 14719 W Grand Ave Surprise AZ 85374 X Ronald D Guziak President/CEO 010.00 050.00 X X 0 750102 15016 John Luke Director 001.00 002.00 X 0 0 0 Dean L Strycker MD Director 001.00 004.00 X 0 0 0 Joel E Barthelemy Director 001.00 002.00 X 0 0 0 R Jack Stephenson Immediate Past Chairman 001.00 004.00 X X 0 0 0 Larry D Baker Director 001.00 004.00 X 0 0 0 Herman Orcutt Chairman 001.00 004.00 X X 0 0 0 Jeffrey G Ronn MD Director 001.00 002.00 X 0 0 0 Gerald S Solomon Director/Ex-Officio 001.00 002.00 X 0 0 0 Michael Mandell Vice Chairman 001.00 004.00 X X 0 0 0 Frank E Joyce Director 001.00 002.00 X 0 0 0 Richard V Livengood Treasurer 001.00 004.00 X X 0 0 0 Sandra L Foell Secretary 001.00 004.00 X X 0 0 0 L Birt Kellam Director 001.00 002.00 X 0 0 0 A Steven Charney MD Director 001.00 002.00 X 0 0 0 Jon Wohler Director 001.00 002.00 X 0 0 0 William T Sellner Exec VP-CFO 010.00 050.00 X 0 467074 37144 Sharon Grambow Exec VP-COO 015.00 045.00 X 0 332424 15680 Barbara Foster Executive Director 050.00 X 0 161764 7583 1711364 75423 false true false The Weitz Company 2111 E Highland Avenue Suite 400 Phoenix AZ 85016 General Contracting 4981260 Gothic Grounds Management Inc 1801 W Olympic Blvd Pasadena CA 91199 Landscaping Services 285229 Belmontez Construction LLC 9299 W Olive Ave Ste 505 Peoria AZ 85345 Remodeling 159560 Thoma-Holec Design LLC 7255 E Hampton Ave Ste 112 Mesa AZ 85209 Interior Design Services 294720 Southwest Integrated Solutions 7124 W Friar Drive Glendale AZ 85303 Cabeling Technology 267720 5 258905 258905 Resident Services 623000 10709663 10709663 10709663 50979 50979 11019547 10709663 50979 0 0 0 0 0 0 2896410 2235409 661001 0 206598 204194 2404 178626 163896 14730 414197 414197 12755 12755 52956 52956 0 0 132466 5933 126533 146266 146266 225094 180353 44741 99227 99227 0 1298861 1293282 5579 8420 303 8117 0 0 1112251 1112251 0 1797546 1797546 121888 121888 Resident Supplies and Services 190589 190569 20 Resident Dining Services 651090 651090 Resident Health Center Expense 213523 213523 Dues and Subscriptions 267410 267410 130182 113497 16685 10156355 8697410 1458945 0 43544 124090 1971398 14674929 585439 1533983 5018166 2494790 20592 35425 95223 112416 65891041 5819534 54931030 60071507 3430826 3398120 66096218 82445260 1306629 2917536 17339346 20492500 667097 450587 41651863 52590162 60964935 76450785 X 5131283 5994475 5131283 5994475 66096218 82445260 863192 X false true X true false X 0.00000 1741 4186 236764 258905 501596 2843713 3928629 5942714 7694202 10709663 31118921 2843713 3930370 5946900 7930966 10968568 31620517 280395 280395 913421 99891 1013312 913421 99891 280395 1293707 30326810 9133 13961 4966 9266 50978 88304 0 9133 13961 4966 9266 50978 88304 0 0 2852846 3944331 5951866 7940232 11019546 31708821 0.95640 0.91580 0.00280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 5852783 5852783 56053457 4513723 51539734 2935612 1155136 1780476 1049189 150675 898514 60071507 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Note Payable - Sun Health 28682165 Line of Credit Refundable Entrance Fees 23907997 52590162 11019000 11019000 547 547 11019547 10155000 10155000 1355 1355 10156355 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. X X X X X X false true false false false false false false false false William T Sellner Exec VP-CFO 305551 86000 75523 27114 10030 504218 Ronald D Guziak President/CEO 472720 133000 144392 10600 4416 765128 Sharon Grambow Exec VP-COO 248065 45000 39359 10144 5536 348104 Barbara Foster Executive Director 118238 31035 12491 4835 2748 169347 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. 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. 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 Sun Health Services true Sun Health Foundation 14719 W Grand Ave Surprise AZ 85374 237107959 Fundraising AZ 501c3 7 N/A false Sun Health Grandview Terrace LLP 14515 W Granite Valley Dr Sun City West AZ 85375 860795477 Senior Living AZ NA Related false false Sun Health Partners 14719 W Grand Ave Surprise AZ 85374 860796950 Investments AZ NA C Corp true false false true false true false false false false false false false true false true false false false false Sun Health Services c 250000 Cash Sun Health Services e 29889835 Actual Indebtedness Sun Health Services m 414197 Actual Incurred Sun Health Services o 3347440 Actual Incurred Sun Health Foundation c 8905 Cash Sun Health Services d 1259868 Cash 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.