SUN HEALTH COLONNADE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SUN HEALTH COLONNADE (EIN 45-3137352)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201521349349306057
- Schema version
- 2013v4.0
- 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 | 2015-05-14T02:13:26-00:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plante & Moran PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 Trade Centre Way | AddressLine1 |
| City | Portage | City |
| State | MI | State |
| ZIP Code | 49002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNH | BusinessNameControlTxt |
| Phone | 6232633700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6030 | AddressLine1 |
| City | Sun City West | City |
| State | AZ | State |
| ZIP Code | 85376 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William T Sellner | PersonNm |
| Person Title | Exec VPCFO | PersonTitleTxt |
| Signature | 2015-05-14 | 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 | 2015-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ronald D Guziak | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14719 W Grand Ave | AddressLine1 |
| City | Surprise | City |
| State | AZ | State |
| ZIP Code | 85374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,944,331 | 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 own and operate a continuing care retirement community that is specifically designed to meet a combination of physical, emotional, recreational, social, religious and other needs of the elderly. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $1,741 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,843,713 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,928,629 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,133 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,961 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,852,846 | PYTotalRevenueAmt |
| CY Total Revenue | $3,944,331 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,290,873 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,670,510 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,220,730 | PYOtherExpensesAmt |
| CY Other Expenses | $2,973,493 | CYOtherExpensesAmt |
| PY Total Expenses | $3,511,603 | PYTotalExpensesAmt |
| CY Total Expenses | $4,644,003 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$658,757 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$699,672 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,152,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,737,984 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,736,330 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,433,544 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,416,336 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,304,440 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To own and operate a continuing care retirement community that is specifically designed to meet the needs of the elderly and provides a combination of the physical, emotional, recreational, social, religious and other needs of the elderly residents of the community. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,955,731 | ExpenseAmt |
| Revenue | $3,928,629 | RevenueAmt |
| Desc | Providing a continuing care retirement community that meets the needs of the elderly and provides for the physical, emotional, recreational, social, religious and other needs of both residents and the Surprise, Arizona and Sun City West, Arizona communities at large. | Desc |
| Total Program Service Expenses | $3,955,731 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | 25 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 |
| 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 | AddressLine1 |
| City | Surprise | City |
| State | AZ | State |
| ZIP Code | 85374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Jon Wohler | |||||||||
| Director | 001.00 | 004.00 | Yes (X) | $0 | $0 | $0 | |||
| R Jack Stephenson | |||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| A Steven Charney MD | |||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| Sandra L Foell | |||||||||
| Director | 001.00 | 007.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard V Livengood | |||||||||
| Treasurer | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Darl Bachmann | |||||||||
| Secretary | 001.00 | 006.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Larry D Baker | |||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Mandell | |||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank E Joyce | |||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| L Birt Kellam | |||||||||
| Director | 001.00 | 004.00 | Yes (X) | $0 | $0 | $0 | |||
| Natalya B Faynboym MD | |||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| Herman L Orcutt | |||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| Cathy E Ross | |||||||||
| Director | 001.00 | 004.00 | Yes (X) | $0 | $0 | $0 | |||
| Janis Ryan | |||||||||
| Director | 001.00 | 004.00 | Yes (X) | $0 | $0 | $0 | |||
| Dean L Strycker MD | |||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| Ronald D Guziak | |||||||||
| President/CEO | 010.00 | 050.00 | Yes (X) | $0 | $686,032 | $12,468 | Yes (X) | ||
| Jeffrey Ronn MD | |||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert McMillan DDS | |||||||||
| Director | 001.00 | 002.00 | Yes (X) | $0 | $0 | $0 | |||
| William T Sellner | |||||||||
| Exec VP/CFO | 010.00 | 050.00 | $0 | $393,904 | -$291 | Yes (X) | |||
| Sharon A Grambow | |||||||||
| VP/COO | 015.00 | 045.00 | $0 | $278,145 | $15,183 | Yes (X) | |||
| Barbara Foster | |||||||||
| Executive Director | 050.00 | $0 | $101,574 | $1,518 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $1,459,655 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,878 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,741 | AllOtherContributionsAmt |
| Total Contributions | $1,741 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Resident Services | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $3,928,629 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,928,629 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,928,629 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,961 | TotalRevenueColumnAmt |
| Exclusion | $13,961 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,944,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,928,629 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $13,961 | 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 | $1,436,172 | TotalAmt |
| Program Services | $1,123,095 | ProgramServicesAmt |
| Management And General | $313,077 | 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 | $136,820 | TotalAmt |
| Program Services | $136,624 | ProgramServicesAmt |
| Management And General | $196 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,518 | TotalAmt |
| Program Services | $90,208 | ProgramServicesAmt |
| Management And General | $7,310 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,429 | TotalAmt |
| Management And General | $158,429 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,995 | TotalAmt |
| Management And General | $9,995 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,200 | TotalAmt |
| Management And General | $40,200 | 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 | $39,745 | TotalAmt |
| Program Services | $170 | ProgramServicesAmt |
| Management And General | $39,575 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,475 | TotalAmt |
| Program Services | $186,475 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,328 | TotalAmt |
| Program Services | $116,566 | ProgramServicesAmt |
| Management And General | $11,762 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,228 | TotalAmt |
| Management And General | $89,228 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,107,368 | TotalAmt |
| Program Services | $1,107,368 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,537 | TotalAmt |
| Program Services | $984 | ProgramServicesAmt |
| Management And General | $4,553 | 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 | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,266 | TotalAmt |
| Program Services | $694,266 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,319 | TotalAmt |
| Program Services | $63,319 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Resident Supplies Services | $75,910 | $75,910 | |
| Resident Dining Services | $189,709 | $189,709 | |
| Resident Health Center Expense | $184,984 | $171,037 | $13,947 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,644,003 | TotalAmt |
| Program Services | $3,955,731 | ProgramServicesAmt |
| Management And General | $688,272 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,240 | BOYAmt |
| EOY | $262,385 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,202,497 | BOYAmt |
| EOY | $751,770 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,063 | BOYAmt |
| EOY | $104,557 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,461 | BOYAmt |
| EOY | $2,033,187 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,995 | BOYAmt |
| EOY | $18,107 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,871 | BOYAmt |
| EOY | $40,587 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,954,043 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,540,492 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,688,354 | BOYAmt |
| EOY | $31,413,551 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,185,185 | BOYAmt |
| EOY | $2,113,840 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,152,666 | BOYAmt |
| EOY | $36,737,984 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,001,133 | BOYAmt |
| EOY | $1,256,643 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,943,634 | BOYAmt |
| EOY | $13,056,683 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,161 | BOYAmt |
| EOY | $2,080,816 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,639,402 | BOYAmt |
| EOY | $8,039,402 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,736,330 | BOYAmt |
| EOY | $24,433,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,416,336 | BOYAmt |
| EOY | $12,304,440 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,416,336 | BOYAmt |
| EOY | $12,304,440 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,152,666 | BOYAmt |
| EOY | $36,737,984 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$699,672 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$412,224 | OtherChangesInNetAssetsAmt |
| 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 | $1,741 | CurrentTaxYearAmt |
| Total | $1,741 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,048,481 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,843,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,928,629 | CurrentTaxYearAmt |
| Total | $8,820,823 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,048,481 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,843,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,930,370 | CurrentTaxYearAmt |
| Total | $8,822,564 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $389,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $913,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,891 | CurrentTaxYearAmt |
| Total | $1,403,162 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $389,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $913,421 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $99,891 | CurrentTaxYearAmt |
| Total | $1,403,162 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $7,419,402 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $7,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,961 | CurrentTaxYearAmt |
| Total | $30,394 | 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 Minus2 Years | $7,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,961 | CurrentTaxYearAmt |
| Total | $30,394 | 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) |
|---|---|---|
| Current Tax Year Minus2 Years | $510,255 | CurrentTaxYearMinus2YearsAmt |
| Total | $510,255 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,566,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,852,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,944,331 | CurrentTaxYearAmt |
| Total | $9,363,213 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
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 | $5,587,776 | OtherCostOrOtherBasisAmt |
| Book Value | $5,587,776 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,238,187 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,920,867 | DepreciationAmt |
| Book Value | $20,177,809 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,202,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $813,274 | DepreciationAmt |
| Book Value | $750,524 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,925,669 | OtherCostOrOtherBasisAmt |
| Depreciation | -$2,361,962 | DepreciationAmt |
| Book Value | $4,897,442 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $31,413,551 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Resident deposits escrow account | $2,080,816 |
| Refundable deposit | $33,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,113,840 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Resident Refund Payable | $12,792 |
| Line of Credit - Sun Health | $6,765,000 |
| Line of Credit - Bankers Trust | $700,000 |
| Refundable Entrance Fees | $561,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,039,402 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,944,000 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,944,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | $331 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $331 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,944,331 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,643,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,643,000 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,003 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,003 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,644,003 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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 6/30/2014 are 2,080,816. |
| X 2 | Colonnade is a nonprofit corporation as described in Section 501c3 of the Internal Revenue Code the Code and is exempt from federal and state income taxes. In addition, Colonnade qualifies for the charitable contribution deduction under Section 170 of the Code and has been classified as an organization that is not a private foundation. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken and recognize a tax liability if 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 and has concluded that as of June 30, 2014, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. Management believes Colonnade is no longer subject to tax examinations for fiscal years ended prior to 2010. |
| XI 4b | The audited financial statements present all numbers rounded to the nearest 1,000. |
| XII 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|
| Ronald D Guziak | ||||||
| President/CEO | $422,069 | $145,000 | $118,963 | $10,200 | $2,268 | $698,500 |
| William T Sellner | ||||||
| Exec VP/CFO | $272,745 | $80,852 | $40,307 | -$7,483 | $7,192 | $393,613 |
| Sharon A Grambow | ||||||
| VP/COO | $197,506 | $41,878 | $38,761 | $9,791 | $5,392 | $293,328 |
Supplemental Information Detail SupplementalInformationDetail (5 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. Further, Mr. Guziak has an employment contract executed with the board of directors. |
| Part I Line 4 | Mr. Ronald Guziak, Mr. William Sellner and Ms. Sharon Grambow participate in a board endorsed 457b plan. Each participant deferred 17,500 into the plan. 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. Mr. Ronald Guziak received a 457f payment of 49,234. 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 being three distinct continuing care retirement communities. None of the compensation reflected on Schedule J is allocated or paid by Sun Health Colonnade. |
| Part II | Column C, retirement and other deferred compensation for William Sellner is negative due to the decrease in actuarial value of the corporations qualified defined benefit plan lump sum payout. |
| Part II | See Schedule O for a disclosure of hours devoted to related organizations. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 3 and 6 | The board of directors retains Sun Health Senior Living, LLC, a related entitiy, 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 their 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 of vacancies. |
| Form 990, Part VI, Section A, Line 7b | Certain reserve powers are maintained by Sun Health Services as sole member. These reserve powers include the power to elect the board of directors of the organization, to remove any director upon written notice to such director and to the chairman of the board and to hire or terminate the president and chief executive officer of the organization upon written notice to such individual and the chairman. |
| 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 a 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. An independent compensation consultant is retained by the organization periodically to assist with the determination of the compensation and benefits for all senior management. The compensation review process was last undertaken in 2014. |
| 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 Sellner, 40 hours to Sun Health Services, 6 hours to Sun Health Partners and 4 hours to Sun Health Foundation Sharon Grambow, 15 hours to La Loma Senior Living Services, 15 hours to Sun Health Colonnade, 15 hours to Sun Health Grandview Terrace and 5 hours to Sun Health Services. Mr. Guziak and Mr. Sellner also contribute time to the other senior living entities Sun Health Grandview Terrace and La Loma Senior Living Services, Inc. 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 Sandra L. Foell, 5 hours Darl Bachmann, 5 hours L. Birt Kellam, 2 hours Cathy E. Ross, 2 Hours Michael Mandell, 5 hours and Janis Ryan, 2 hours. |
| Form 990, Part VII, Section A, Line 1a | Column F, estimated amount of other compensation from the organization and related organizations, is a negative number for William Sellner due to a decrease in actuarial value of the corporations qualified defined benefit plan lump sum payout. |
| 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 of gross 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. During the period, the organization incurred management fees and reimbursable expenses totaling 1,828,939. |
| Form 990, Part XI, Line 9 | Other changes in net assets and fund balance consist of the following land transfer to Sun Health Services, 412,224. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Sun Health Services | ||||||||||
| 14719 W Grand Ave | Surprise | AZ | 85374 | 262967251 | Support org - Health | AZ | 501c3 | 11a | NA | false |
| La Loma Senior Living Services Inc | ||||||||||
| 14154 Denny Blvd | Litchfield Park | AZ | 85340 | 861023848 | Senior Living | AZ | 501c3 | 9 | Sun Health Services | Yes (true) |
| Sun Health Foundation | ||||||||||
| 14719 W Grand Ave | Surprise | AZ | 85374 | 237107959 | Fundraising | AZ | 501c3 | 7 | NA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Grandview Terrace LLP | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14515 W Granite Valley Dr | AddressLine1 |
| City | Sun City West | City |
| State | AZ | State |
| ZIP Code | 85374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860795477 | EIN |
| Primary Activities | Senior living | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14719 W Grand Ave | AddressLine1 |
| City | Surprise | City |
| State | AZ | State |
| ZIP Code | 85374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860796950 | EIN |
| Primary Activities | Investments | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C Corp | EntityTypeTxt |
| Controlled Organization | false | 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 | false | 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 | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Sun Health Services | ||
| e | $6,765,000 | Actual Indebtedness |
| Sun Health Services | ||
| m | $159,194 | Actual Incurred |
| Sun Health Services | ||
| o | $1,669,745 | Actual Incurred |
| Sun Health Grandview Terrace LLP | ||
| p | $1,000 | Actual Incurred |
| Sun Health Services | ||
| r | $412,224 | Appraised Value |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V Line 21 | The organization established a line of credit with Sun Health Services. At 6/30/2014, the balance of the line of credit is 6,765,000. |
| Part V Line 22 | Management fees of 159,194 were purchased through Sun Health Senior Living, LLC, a disregarded entity whose sole member is Sun Health Services. |
| Part V Line 23 | Employee costs of 1,669,745 were purchased through Sun Health Senior Living, LLC, a disregarded entity whose sole member is Sun Health Services. |