2016-05-13T09:40:00-00:00 2015-06-30 Plante & Moran PLLC 750 Trade Center Way Portage MI 49002 990 2014-07-01 237107959 Sun Health Foundation SUNH 6238325330 14719 W Grand Ave Surprise AZ 85374 William T Sellner EVPCFO 2016-05-13 true Carol Lalonde 2695674587 2016-05-13 2014 2016-08-17 19:52:53Z Ronald Guziak 14179 W Grand Ave Surprise AZ 85374 10390118 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. 25 24 0 313 0 6972739 8936346 0 200242 179090 790543 793935 7963524 9909371 6615867 4839498 0 2106777 2042197 0 1182336 695144 555763 9417788 7437458 -1454264 2471913 34266935 36539107 5632292 5180090 28634643 31359017 Sun Health Foundation champions healthy living, research and superior health care. false false 5405338 4839498 857191 In partnership with generous donors, Sun Health Foundation provided 4,839,498 in philanthropic support to Banner Boswell Medical Center a nationally recognized 386-bed acute care hospital, Banner Del E. Webb Medical center a 305-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. 5405338 true true false false false false false false false true true false false false false true true true false false false false false false true false false true true true false false false false false false false false true false false false false true false false false true 30 0 true 0 false false false false false true true true 1 false false false X 25 24 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 756278 14624 Darl Bachmann Trustee 002.00 005.00 X 0 0 0 Michael R Barnes Trustee 002.00 X 0 0 0 Kathleen Crowley Trustee 002.00 X 0 0 0 Patricia Lewis Finnell Immediate Past Chair 002.00 X 0 0 0 Sandra L Foell Secretary 002.00 005.00 X X 0 0 0 Shirley Frizell Trustee 002.00 X 0 0 0 Stephanie Goodin Trustee 002.00 X 0 0 0 Shirley Griep 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 Chairman 004.00 005.00 X X 0 0 0 Richard A Malcomson Trustee 002.00 X 0 0 0 Randy McGrane Vice Chair 004.00 X X 0 0 0 Dan L Reynolds Trustee 002.00 X 0 0 0 Janis Ryan Trustee 002.00 002.00 X 0 0 0 Gerald S Solomon Trustee 002.00 X 0 0 0 R Jack Stephenson 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 004.00 046.00 X X 0 591801 63456 Daniel D Minnix Trustee 002.00 X 0 0 0 Regina Shanney-Saborsky Trust 002.00 X 0 0 0 Ronald J Symic Trust 002.00 X 0 0 0 Susan Brida VP/Planned Giving 040.00 X 0 184693 2779 Penny Cowden former key employee VP/CDO 040.00 X 0 237036 8868 1769808 89727 true true true X 241190 2210750 6484406 85465 8936346 179297 179297 21138 21345 -207 -207 -428 110530 241190 173786 -63256 -36312 1142807 285616 857191 857191 9909371 857191 142557 4833498 4833498 6000 6000 0 0 424730 233320 191409 0 1317352 302011 404062 611279 36371 9019 10120 17232 161568 56515 38870 66183 102176 20181 30338 51657 0 0 16974 16974 0 0 86786 15875 70911 4818 4818 69675 19620 18520 31535 1116 1116 0 0 4796 307 1661 2828 0 32262 11937 20325 0 0 12856 12856 0 Direct fundraising expenses 189888 189888 Telephone 11369 4932 6437 Lease 77111 74111 3000 Utilities 21959 21959 26153 23636 2518 7437458 5405338 849784 1182336 228925 556931 3689265 4216308 5207859 6093821 625211 1722929 123013 129067 25395 70592 118951 64836 66971 54115 24098929 23485349 201367 209995 34266935 36539107 749811 592285 4882481 4587805 5632292 5180090 X 544854 544854 20343385 23025366 7746404 7788797 28634643 31359017 34266935 36539107 X 2471913 252461 X X false true X true false X 6552322 3930417 7484187 6972739 8936346 33876011 6552322 3930417 7484187 6972739 8936346 33876011 3977026 29898985 242801 234365 177630 200670 179297 1034763 34910774 5952503 0.85640 0.91430 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 13560812 42393 336363 199597 13739971 11619727 450501 1892417 401833 13560812 10587933 1424380 392586 11619727 10763944 -176011 10587933 8725944 66014 1971986 10763944 0.57000 0.43000 false false false 105454 51339 54115 13497 13497 54115 Financial derivatives and other financial products Closely-held equity interests Federal income taxes Charitable Gift Annuity 4587805 4587805 X 10335617 252460 252460 10083157 -173786 -173786 9909371 7611244 7611244 -173786 -173786 7437458 V 4 The earnings on the endowment funds are intended for use by the medical centers, nursing education, Research Institute, hospice facilities and Alzheimer Residence. XI 4b Fundraising events other direct expenses XII 4b Fundraising events other direct expenses X 2 The Internal Revenue Service has ruled that the Foundation qualifies under Section 501c3 of the Internal Revenue Code and is therefore not subject to tax under present income tax law. The Foundation is also exempt from state income tax. The Foundation is required to operate in conformity with tax regulations to maintain its qualification. Management is not aware of any course of action or series of events that have occurred that might adversely affect the Foundations qualified status. X 2 Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service or other applicable taxing authorities. Management has analyzed the tax positions taken by the Foundation and has concluded that as of June 30, 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Foundation is subject to routine audits by taxing jurisdictions however, there are currently no audits for any tax periods in progress. Management believes the Foundation is no longer subject to income tax examinations X 2 for years prior to June 30, 2011. Gala 231470 152770 78700 22187 35295 9282 56914 Golf Tournament 116300 88420 27880 17459 10322 20970 1 3950 3950 1357 351720 241190 110530 39646 45617 9282 79241 173786 -63256 false true Sun Health Services 14719 W Grand Ave Surprise AZ 85374 262957251 501 c 3 4574513 1070 FMV painting, medical equipments Hospital Expansion Sun City West Foundation 14465 W RH Johnson Blvd Sun City AZ 85375 742358945 501 c 3 137546 FMV Community Services La Loma Senior Living 14154 Denny Blvd Litchfield Park AZ 85340 861023848 501 c 3 93883 FMV Senior Living Services Sun Health Grandview Terrace P O Box 6030 Sun City West AZ 85376 860795477 1065 4186 FMV Senior Living Services Northwest Valley Connection 14719 W Grand Ave Surprise AZ 85374 464635030 501 c 3 1300 FMV Community Services Grand Canyon University 3300 W Camelback Road Phoenix AZ 85017 203356009 115 21000 FMV Nursing scholarships 5 1 Scholarships 9 6000 FMV Part III 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. Part III Line 1 No scholarships grants are funded until the student has enrolled in their respective institution. Documentation is required from the respective institution attesting to the enrollment. X true true X X X X X X true true false false false false false false false Ronald D Guziak President/CEO 434789 207072 114417 10400 4224 770902 William Sellner Exec VP/CFO 282976 141556 167269 55490 7966 655257 Penny Cowden former key employee VP/CDO 185087 41445 10504 2120 6748 245904 Susan Brida VP/Planned Giving 163950 10625 10118 2779 187472 Part I Line 1a Mr. Ronald Guziak and Mr. William Sellner are reimbursed for business related expenses associated with a social club. 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 and approval by the board of directors following recommendation by the Management Review Committee. Part I Line 4b Mr. Sellner, and Mr. Guziak participate in a board endorsed 457b and f plan. Each participant deferred 17,500 into the plan. A Non-qualified 457f plan is sponsored 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. Mr. Ronald Guziak received a 457 f payment of 52,704 and Mr. Sellner received a 457f payment of 125,867 attributable to reaching the Rule of 80 that mandated previous multi-year unvested amounts be distributed. 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 Effective 9/2/2008, the compensation for officers and key employees was paid by Banner through an agreement between Banner Health and Sun Health Foundation. Banner Health is a separate unrelated 501 c 3 organization. Sun Health Foundation reimburses Banner Health for the amount paid. Part II See Schedule O for a disclosure of hours devoted to related organizations. The amounts reported in Part II include the aggregate compensation for the executives for all organizations served by Sun Health Services and its affiliates. 1 225 Market Value X 3 57822 Market Value X 1 600 Market Value X Misc. donations 59 26818 Market Value false true true Part I Line 32a The Foundation uses real estate agents to sell donated real estate. Form 990, Part XI, 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 assessing its Executive Compensation policies and practices. The compensation process was last undertaken in 2015. 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 and 4 hours 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 Sandra L. Foell, 5 hours Darl Bachmann, 5 hours Birt Kellam, 2 hours Michael Mandell, 5 hours and Janis Ryan, 2 hours, R. Jack Stephenson, 2 hours. Form 990, Part XI, Line 5 Unrealized gain of 254,000 on investment portfolio. Form 990, Part XII, Line 2b Sun Health Foundations financial statements are audited by an independent accountant performed on 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 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 4574513 Cash Payment La Loma Senior Living b 93883 Cash Payment Sun Health Senior Living c 4186 Cash Payment Sun Health Services c 2210750 Cash Payment Sun Health Services b 117047 Accrued Payable Sun Health Services p 14687 Cash Payment