2017-05-15T08:53:39-00:00 2016-06-30 Plante & Moran PLLC 750 Trade Center Way Portage MI 49002 990 2015-07-01 237107959 Sun Health Foundation SUNH 6238325330 14719 W Grand Ave Surprise AZ 85374 William T Sellner EVPCFO 2017-05-15 true Carol Lalonde 2695674587 2017-05-15 2015 2021-01-29 14:40:06Z Ronald Guziak 14179 W Grand Ave Surprise AZ 85374 8986034 false X sunhealthfoundation.org X 1971 AZ Sun Health Foundation is a philanthropic partner of two medical centers, a research institute, local community health and wellness services and with Sun Health Services, promotes healthy living. 22 21 0 314 0 8936346 7574507 0 179090 173081 793935 822256 9909371 8569844 4839498 2574163 0 2042197 2064087 0 853637 555763 592383 7437458 5230633 2471913 3339211 36539107 38551425 5180090 4668361 31359017 33883064 Sun Health Foundation champions healthy living, research and superior health care. false false 3130659 2574163 852826 In partnership with generous donors, Sun Health Foundation provided 2,574,163 in philanthropic support to Banner Boswell Medical Center a nationally recognized 410-bed acute care hospital, Banner Del E. Webb Medical center a 276-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 Oliver Branch Senior Center, La Loma Care Center, Grandview Terrace Care Center, Grandview Terrace Memory Support Suites, the Centers for Health and Wellbeing, Care Transition programs, Community Education and Sun Health Hospice homes. 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, in partnership with the Sun City West Foundation, directs certain proceeds for localized transportation services for area seniors. 3130659 true true false false false false false false false true true false false false false false true true false false false false false false true false false true false true false false false false false false false false true false false false false true false false false true 18 0 true 0 false false false false false true true false false false false X 22 21 false false false false false false false true true false false true true true true true true true true false AZ X William T Sellner EVP-CFO 6238326616 14719 W Grand Ave Surprise AZ 85374 X Ronald D Guziak President/CEO 020.00 030.00 X X 0 820969 15112 Darl Bachmann Trustee 002.00 002.00 X 0 0 0 Kathleen Crowley Trustee 002.00 X 0 0 0 Patricia Lewis Finnell Trustee 002.00 X 0 0 0 Shirley Frizell Secretary 002.00 X X 0 0 0 Todd Hornback Trustee 002.00 X 0 0 0 Richard Jaskowick Trustee 002.00 X 0 0 0 L Birt Kellam Trustee 002.00 002.00 X 0 0 0 Fredric H Klopf MD Trustee 002.00 X 0 0 0 Lew Lancaster Treasurer 004.00 X X 0 0 0 Maryanne Leyshon Trustee 002.00 X 0 0 0 Michael Mandell Immediate Past Chair 004.00 X 0 0 0 Richard A Malcomson Trustee 002.00 X 0 0 0 Randy McGrane Trustee 004.00 X 0 0 0 Dan L Reynolds Vice Chairman 002.00 X X 0 0 0 JoAnn Shaw Trustee 002.00 X 0 0 0 Gerald S Solomon Chairman 002.00 002.00 X X 0 0 0 Herman L Orcutt Ex-Officio 002.00 002.00 X X 0 0 0 Thomas J Tibbitts Trustee 002.00 X 0 0 0 William Sellner Exec VP/CFO 004.00 X X 0 526381 22773 Daniel D Minnix Trustee 002.00 X 0 0 0 Regina Shanney-Saborsky Trustee 002.00 X 0 0 0 Ronald J Symic Trustee 002.00 X 0 0 0 Sharon Thornton Exec VP/CDO 040.00 X 0 4327 110361 Penny Cowden former key employee VP/CDO 040.00 X 0 224928 8364 Susan Brida former key employee VP/Planned Giving 040.00 X 0 203362 3448 1779967 160058 true true false X 227456 2260262 5086789 51750 7574507 173081 173081 15998 59019 -43021 -43021 111982 227456 142552 -30570 -30570 1067445 214619 852826 852826 8569844 852826 99490 2574163 2574163 0 0 0 661334 407550 253784 0 1122096 269685 499879 352532 33103 8766 11925 12412 146858 56883 44088 45887 100696 17645 40695 42356 0 966 966 21175 21175 0 0 139285 17058 122227 2713 2713 31047 15833 7759 7455 4024 4024 0 0 4640 173 2278 2189 0 27586 14069 13517 0 0 12205 12205 0 Direct fundraising expenses 123505 123505 Telephone 10905 5150 5755 Lease Utilities 95873 92263 3610 Loss on disposal of assets 42516 42516 75943 15606 60337 5230633 3130659 1246337 853637 556931 1059149 4216308 8846224 6093821 5093813 1722929 614768 129067 70592 17804 29223 16270 54115 12953 23485349 22672594 209995 234120 36539107 38551425 592285 427432 4587805 4240929 5180090 4668361 X 544854 544854 23025366 25414326 7788797 7923884 31359017 33883064 36539107 38551425 X 3339211 -815164 X X false true X true false X 3930417 7484187 6972739 8936346 7575012 34898701 3930417 7484187 6972739 8936346 7575012 34898701 1495454 33403247 234365 177630 200670 179297 173081 965043 35863744 5781696 0.93140 0.85640 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 13739971 135087 -47254 74535 13753269 13560812 42393 336363 199597 13739971 11619727 450501 1892417 401833 13560812 10587933 1424380 392586 11619727 10763944 -176011 10587933 0.58000 0.42000 false false false 7921 7921 29223 16270 12953 12953 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Charitable Gift Annuity 4240929 4240929 7897218 -815178 -815178 8712396 -142552 -142552 8569844 5373185 5373185 -142552 -142552 5230633 V 4 The earnings on the endowment funds are intended for use by the medical centers, nursing education, Research Institute, hospice facilities and Alzheimers Residence XI 4b Fundraising events other direct expenses XII 4b Fundraising events other direct expenses Gala 236998 158453 78545 17977 39942 7348 33256 Golf Tournament 102440 69003 33437 17405 11663 14961 339438 227456 111982 35382 51605 7348 48217 142552 -30570 false true Sun Health Services 14719 W Grand Ave Surprise AZ 85374 262957251 501 c 3 1918534 3530 FMV Painting and medical equipment Hospital expansion, communiuty services Sun City West Foundation 14465 W RHJohnson Blvd Sun City AZ 85375 742358945 501 c 3 172715 Community Services La Loma Senior Living 14154 S Denny Blvd Litchfield Park AZ 85340 861023848 501 c 3 55244 Senior Living Services The Colonnade 19116 Colonnade Way Surprise AZ 85374 453137352 501 c 3 8764 Senior Living Services The Grand Canyon University 3300 W Camelback Road Phoenix AZ 85017 203356009 115 192500 Scholarships 4 1 X X X X X true true false false false false false false false Ronald D Guziak President/CEO 475931 218294 126745 10600 4511 836081 William Sellner Exec VP/CFO 310951 147878 67552 14382 8391 549154 Penny Cowden former key employee VP/CDO 69173 23605 132150 2982 5382 233292 Susan Brida former key employee VP/Planned Giving 161492 17000 24870 3448 206810 Part I Line 3 The compensation process is undertaken by Sun Health Services, a related organization. Sun Health Services uses the following process to establish the compensation of senior management Management Review Committee, Independent compensation consultant, form 990 of other organizations, written employee contract, compensation survey or study approval by the board or directors following recommendation by the Management Review Committee. Part I Line 4b Mr. Guziak and Mr. Sellner participate in a board endorsed 457b and f plan. Each participant deferred 18,000 into the plan. A non-qualified 457f plan is board endorsed for certain executives. This plan carried a substantial risk of forfeiture in that vesting only occurs the ealier of 5 years from the date of deposit, age 62 or Rule of 80 age and service equals 80 or more. Mr. Ronald Guziak received a 457f payment of 55,689 and Mr. William Sellner received a 457f payment of 16,389. All deposits are employer contributions. Should a participant voluntarily terminate employment prior to a deposit vesting, the deposit is forfeited. All deposit are paid out and taxed upon vesting. Part II Effective 9/2/2008, the compensation for officers and key employees was paid by Banner through an aggreement between Banner Health and Sun Health Foundation. Banner Health is a separate unrelated 501c3 organization. Sun Health Foundation reimburses Banner Health for the amounts paid. Part II See schedule O for a disclosure of hours devoted to related organizations. The amount reported in Part II include the aggregate compensation for the executives for all organizations served by Sun Health and its affiliates. X 4 15998 FMV X 2 380 FMV X Misc. donations 44 35372 FMV false true true Part I Line 32a The Foundation uses real estate agents to sell the donated real estate. Form 990, Part VI, Section A, Line 6 The corporation shall be a non-member non-profit. Form 990, Part VI, Section A, Line 7a The Sun Health Services board chair and CEO are voting Trustees of Sun Health Foundation as provided in the By-laws. Form 990, Part VI, Section B, Line 11b The form is prepared by accounting personnel and reviewed by the Executive Vice President/Chief Financial Officer. A review is then conducted by organizations independent accountant, Plante Moran, PLLC. The form is then reviewed by the Audit Committee and provided to the board for comments prior to the filing deadline. Form 990, Part VI, Section B, Line 12c On an annual basis, all 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 management Review Committee, as provided in the organizations by-laws, has responsibility for compensation of all senior management. Annually, salaries of senior management are reviewed by the organizations Board of Directors. The deliberation and decision of the compensation package is contemporaneously substantiated in the organizations minutes. Sun Health Services retains an independent consultant, Willis Towers Watson, in assesssing its Executive Compensation policies and practices. The compensation process was last undertaken in 2016. 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 at public meetings and upon reasonable request. Form 990, Part VII, Section A, Line 1a These individuals devote weekly time to the following organizations William T. Sellner 40 hours to Sun Health Services, 6 hours to Sun Health Partners 4 hours to Sun Health Foundation Ronald Guziak 28 hours to Sun Health Services, 20 hours to Sun Health Foundation and 2 hours to Sun Health Partners. Mr. Guziak and Mr. Sellner contribute time to Sun Health Senior Living entities, including La Loma Senior Living, The Colonnade and Grandview Terrace. The following board members devoted time to Sun Health Services, a related organization Darl Bachmann, 2 hours Birt Kellam, 2 hours Gerald Solomon, 2 hours. Form 990, Part XI, Line 5 Unrealized loss of 815,178 on investment portfolio. Form 990, Part VII, Line 2b Sun Health Foundations financial statements are audited by an independent accountant performed on a fiscal year basis as a stand alone and combined basis with Sun Health Services and its Affiliates. Form 990, Part VIII, Line 1d Sun Health Services, a 501c3 Supporting Organization, reimburses Sun Health Foundation for its administrative costs, including salaries and wages, in executing its philanthropic mission. Through this grant, contributors to Sun Health Foundation are assured that 100 of their donations are utilized for the donor intended purpose without any offset for administrative costs. Sun Health Services P O Box 6030 Sun City West AZ 85376 262957251 Supporting Org AZ 501 c 3 11a NA true Sun Health Colonnade 19116 Colonnade Way Surprise AZ 85374 453137352 Senior Living AZ 501 c 3 9 Sun Health Services true La Loma Senior Living 14154 Denny Blvd Litchfield Park AZ 85340 861023848 Senior Living AZ 501 c 3 9 Sun Health Services true Sun Health Partners P O Box 1278 Sun City AZ 85372 860796950 Investments AZ Sun Health Services C Corp false false true true false false false false false false false false false false false false true false false false Sun Health Services b 1918534 Cash La Loma Senior Living b 55244 Cash Sun Health Services c 2260262 Cash Sun Health Services b 117047 Accrued Payable