SUN HEALTH COLONNADE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SUN HEALTH COLONNADE (EIN 45-3137352)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201401329349303795
- Schema version
- 2012v2.2
- 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) |
|---|---|---|
| Timestamp | 2014-05-12T10:57:15-00:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plante & Moran PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453137352 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Colonnade | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUNH | NameControl |
| Phone | 6232633700 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William T Sellner | Name |
| Title | Exec VPCFO | Title |
| Date Signed | 2014-05-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carol LaLonde | Name |
| Phone | 2695674587 | Phone |
| Date Prepared | 2014-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Ronald D Guziak | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 2852846 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sunhealthseniorliving.org/colonnade | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2011 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 3 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2048481 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2843713 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7300 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9133 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 510255 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2566036 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2852846 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1077386 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1290873 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2493366 | OtherExpensePriorYear |
| Other Expenses Current Year | 2220730 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3570752 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3511603 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1004716 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -658757 | RevenuesLessExpensesCY |
| Total Assets BOY | 20795864 | TotalAssetsBOY |
| Total Assets EOY | 29152666 | TotalAssetsEOY |
| Total Liabilities BOY | 6720771 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15736330 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14075093 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13416336 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2955759 | Expense |
| Revenue | 2843713 | Revenue |
| Description | 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 community at large. | Description |
| Total Program Service Expense | 2955759 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 31 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Sharon Grambow | NamePerson |
| Telephone Number | 6238324335 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Jon Wohler | ||||||||
| Chairman | 001.00 | 004.00 | X | X | 0 | 0 | 0 | |
| R Jack Stephenson | ||||||||
| Vice Chair | 001.00 | 002.00 | X | X | 0 | 0 | 0 | |
| A Steven Charney MD | ||||||||
| Secretary | 001.00 | 002.00 | X | X | 0 | 0 | 0 | |
| Sandra L Foell | ||||||||
| Assistant Secretary | 001.00 | 007.00 | X | X | 0 | 0 | 0 | |
| Richard V Livengood | ||||||||
| Treasurer | 001.00 | 002.00 | X | X | 0 | 0 | 0 | |
| Darl Bachmann | ||||||||
| Director | 001.00 | 006.00 | X | 0 | 0 | 0 | ||
| Larry D Baker | ||||||||
| Director | 001.00 | 002.00 | X | 0 | 0 | 0 | ||
| Leonard F De Baker | ||||||||
| Director | 001.00 | 002.00 | X | 0 | 0 | 0 | ||
| Patricia Lewis Finnell | ||||||||
| Ex-Officio | 001.00 | 008.00 | X | 0 | 0 | 0 | ||
| Frank E Joyce | ||||||||
| Director | 001.00 | 002.00 | X | 0 | 0 | 0 | ||
| L Birt Kellam | ||||||||
| Director | 001.00 | 004.00 | X | 0 | 0 | 0 | ||
| Natalya B Faynboym MD | ||||||||
| Director | 001.00 | 002.00 | X | 0 | 0 | 0 | ||
| Herman L Orcutt | ||||||||
| Director | 001.00 | 002.00 | X | 0 | 0 | 0 | ||
| Barbara Robey | ||||||||
| Director | 001.00 | 002.00 | X | 0 | 0 | 0 | ||
| Cathy E Ross | ||||||||
| Director | 001.00 | 004.00 | X | 0 | 0 | 0 | ||
| Janis Ryan | ||||||||
| Director | 001.00 | 004.00 | X | 0 | 0 | 0 | ||
| Dean L Strycker MD | ||||||||
| Director | 001.00 | 002.00 | X | 0 | 0 | 0 | ||
| Ronald D Guziak | ||||||||
| President/CEO | 010.00 | 050.00 | X | X | 0 | 655285 | 12976 | |
| Jeffrey Ronn MD | ||||||||
| Director | 001.00 | 002.00 | X | 0 | 0 | 0 | ||
| Robert McMillan DDS | ||||||||
| Director | 001.00 | 002.00 | X | 0 | 0 | 0 | ||
| William T Sellner | ||||||||
| Exec VP/CFO | 010.00 | 050.00 | X | 0 | 379069 | 36499 | ||
| Sharon A Grambow | ||||||||
| VP/COO | 015.00 | 045.00 | 0 | 232133 | 14122 | X | ||
| Bhakti Gosalia | ||||||||
| Executive Director | 020.00 | 030.00 | 0 | 185918 | 7492 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 1452405 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 71089 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sun Health Senior Living LLC | |||||
| 14719 W Grand Ave | Surprise | AZ | 85374 | Mgmt services employee leasing | 1407171 |
| Client Focus Printing | |||||
| 9322 Mississippi Road | Weeki Wachee | FL | 34623 | Printing and Postage | 116571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Resident Services | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 2843713 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2843713 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2843713 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9133 | TotalRevenueColumn |
| Exclusion | $9,133 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2852846 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2843713 | RelatedOrExemptFunctionIncome |
| Exclusion | $9,133 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1123463 | Total |
| Program Services | 896843 | ProgramServices |
| Management And General | 226620 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84386 | Total |
| Program Services | 81496 | ProgramServices |
| Management And General | 2890 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83024 | Total |
| Program Services | 75509 | ProgramServices |
| Management And General | 7515 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116299 | Total |
| Management And General | 116299 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3873 | Total |
| Management And General | 3873 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40200 | Total |
| Management And General | 40200 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50949 | Total |
| Program Services | 5304 | ProgramServices |
| Management And General | 45645 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 224967 | Total |
| Program Services | 224967 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84759 | Total |
| Program Services | 77032 | ProgramServices |
| Management And General | 7727 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88481 | Total |
| Management And General | 88481 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 801584 | Total |
| Program Services | 801584 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7994 | Total |
| Program Services | 479 | ProgramServices |
| Management And General | 7515 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 440668 | Total |
| Program Services | 440668 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37699 | Total |
| Program Services | 37699 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| Resident Supplies Services | 51033 | 51033 |
| Resident Dining Services | 134150 | 134150 |
| Resident Health Center Expense | 10344 | 10344 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127730 | Total |
| Program Services | 118651 | ProgramServices |
| Management And General | 9079 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3511603 | Total |
| Program Services | 2955759 | ProgramServices |
| Management And General | 555844 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114034 | BOY |
| EOY | 196240 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1101147 | BOY |
| EOY | 2202497 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57193 | BOY |
| EOY | 63063 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1210158 | BOY |
| EOY | 767461 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16904 | BOY |
| EOY | 12995 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14909 | BOY |
| EOY | 36871 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 25534580 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 846226 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17788824 | BOY |
| EOY | 24688354 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 492695 | BOY |
| EOY | 1185185 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20795864 | BOY |
| EOY | 29152666 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 817636 | BOY |
| EOY | 2001133 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4836038 | BOY |
| EOY | 5943634 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 492695 | BOY |
| EOY | 1152161 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 574402 | BOY |
| EOY | 6639402 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6720771 | BOY |
| EOY | 15736330 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14075093 | BOY |
| EOY | 13416336 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14075093 | BOY |
| EOY | 13416336 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20795864 | BOY |
| EOY | 29152666 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -658757 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 2048481 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2843713 | CurrentTaxYear |
| Total | 4892194 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 2048481 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2843713 | CurrentTaxYear |
| Total | 4892194 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 389850 | CurrentTaxYearMinus1Year |
| Current Tax Year | 913421 | CurrentTaxYear |
| Total | 1303271 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 389850 | CurrentTaxYearMinus1Year |
| Current Tax Year | 913421 | CurrentTaxYear |
| Total | 1303271 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 3588923 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 7300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9133 | CurrentTaxYear |
| Total | 16433 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 7300 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9133 | CurrentTaxYear |
| Total | 16433 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 510255 | CurrentTaxYearMinus1Year |
| Total | 510255 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 2566036 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2852846 | CurrentTaxYear |
| Total | 5418882 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | X | First5Years509 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6000000 | OtherCostOrOtherBasis |
| Book Value | 6000000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11377698 | OtherCostOrOtherBasis |
| Depreciation | 560498 | Depreciation |
| Book Value | 10817200 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 841024 | OtherCostOrOtherBasis |
| Depreciation | 273033 | Depreciation |
| Book Value | 567991 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7315858 | OtherCostOrOtherBasis |
| Depreciation | 12695 | Depreciation |
| Book Value | 7303163 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 24688354 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Federal income taxes | |
| Resident Refund Payable | $12,792 |
| Line of Credit | $6,065,000 |
| Refundable Entrance Fees | $561,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6639402 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 2853000 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 154 | OtherRevenues |
| Revenue Not Rptd F990 | 154 | RevenueNotRptdF990 |
| Revenue Subtotal | 2852846 | RevenueSubtotal |
| Total Revenue Per Form990 | 2852846 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3512000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 397 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 397 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3511603 | ExpensesSubtotal |
| Total Expenses Per Form990 | 3511603 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 6/30/2013 are 1,152,161 |
| X | Fin 48 footnote | 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, 2013, 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 prior to 2009. |
| XI | 2d | The audited financial statements present all numbers rounded to the nearest 1,000. |
| XII | 2d | The audited financial statements present all numbers rounded to the nearest 1,000. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|
| Ronald D Guziak | ||||||
| President/CEO | 412882 | 124368 | 118035 | 10000 | 2976 | 668261 |
| William T Sellner | ||||||
| Exec VP/CFO | 268810 | 60726 | 49533 | 32251 | 4248 | 415568 |
| Sharon A Grambow | ||||||
| VP/COO | 188942 | 37118 | 6073 | 8970 | 5152 | 246255 |
| Bhakti Gosalia | ||||||
| Executive Director | 143857 | 34932 | 7129 | 6160 | 1332 | 193410 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| I | 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 of Sun Health Foundation and Sun Health Partners, affiliated organizations. Effective July 1, 2012, Mr. Guziak was named 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. The salaries disclosed on Schedule J, Part II, represent the aggregate compensation to the respective individuals for their services to Sun Health Services, Sun Health Foundation, Sun Health Partners and all other affiliated organizations. None of the compensation reflected on Schedule J is allocated or paid by Sun Health Colonnade. |
| I | 4 | Mr. Ronald Guziak, Mr. William Sellner, Ms. Sharon Grambow and Ms. Bhakti Gosalia participate in a board endorsed 457f plan. Mr. Ronald Guziak and Mr. William Sellner each deferred 17,000 into the plan while Ms. Sharon Grambow and Ms. Bhakti Gosalia deferred 5,376 and 6,868, respectively. Mr. Ronald Guziak received a 457f payment of 62,162. The 457f 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 the rule of 80 age and service. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| ExplanationExplanation |
|---|
| 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 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 A Line 11 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 A 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 A 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 2013. |
| Form 990 Part VI Section A 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 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 Patricia Lewis Finnell, 6 hours Sandra L. Foell, 5 hours Darl Bachmann, 4 hours L. Birt Kellam, 2 hours Cathy E. Ross, 2 hours Janis Ryan, 2 hours and Jon Wohler, 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 5 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 totalling 1,407,171. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | true |
| Sun Health Foundation | ||||||||||
| 14719 W Grand Ave | Surprise | AZ | 85374 | 237107959 | Fundraising | AZ | 501c3 | 7 | NA | false |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Grandview Terrace LLP | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | Senior living | PrimaryActivity |
| Legal Domicile State | AZ | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | Related | PredominantIncomeType |
| Disproportionate Allocations | false | DisproportionateAllocations |
| General Or Managing Partner | false | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Partners | BusinessNameLine1 |
Address US AddressUS
| 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 Activity | Investments | PrimaryActivity |
| Legal Domicile State | AZ | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C Corp | TypeOfEntity |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| Sun Health Services | ||
| e | 6065000 | Actual Indebtedness |
| Sun Health Services | ||
| m | 116298 | Actual Incurred |
| Sun Health Services | ||
| o | 1290873 | Actual Incurred |
| Sun Health Grandview Terrace LLP | ||
| p | 106000 | Actual Incurred |
Form990 Schedule R Part VII Form990ScheduleRPartVII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| V | 21 | Employee costs of 1,290,873 were purchased through Sun Health Senior Living, LLC, a disregarded entity whose sole member is Sun Health Services. |
| V | 22 | Management fees of 116,298 were purchased through Sun Health Senior Living, LLC, a disregarded entity whose sole member is Sun Health Services. |
| V | 23 | The organization established a line of credit with Sun Health Services. At 6/30/2013 the balance of this line of credit is 6,065,000. |