2014-05-12T03:17:50-00:00 2013-06-30 Plante & Moran PLLC 750 Trade Centre Way Portage MI 49002 990 2012-07-01 237107959 Sun Health Foundation SUNH 6238325330 P O Box 6030 Sun City West AZ 85376 William T Sellner 2014-05-12 true Carol LaLonde 2695674587 2014-05-12 2012 2015-11-30 17:44:51Z Ronald Guziak 14179 W Grand Ave Surprise AZ 85374 9213609 false X sunhealthfoundation.org X 1971 AZ Sun Health Foundation has championed nonprofits healthcare since it was established in 1971. Sun Health Foundation is the philanthropic partner for two nationally recognized medical centers, an internationally recognized research institute, and other vital community health and wellness services. Together with Sun Healt 25 24 0 477 0 3930417 7484187 0 170600 151492 850562 818208 4951579 8453887 5211288 5278877 0 2009103 1862821 0 966194 545558 572486 7765949 7714184 -2814370 739703 30530616 33338252 5081692 6268654 25448924 27069598 Sun Health Foundation champions healthy living, research and superior health care. false false 5817240 5278877 In partnership with generous donors, Sun Health Foundation provided 5,278,877 in philanthropic support to Banner Boswell Medical Center a nationally recognized 430-bed acute care hospital, Banner Del E. Webb Medical center a 375-bed nationally recognized acute care hospital, Banner Sun Health Research Institute with research focused on cardiology, arthritis, orthopedics, Alzheimers, Parkinsons and other neurological diseases of aging and other facilities including Maricopa Nursing at Banner Boswell Nursing Education Center, Banner Oliver Branch Senior Center, Banner Residence for Alzheimers Care, Banner Residence for Special Adults, La Loma Care Center and Sun Health Hospice facilities at Plaza del Rio Campus and the Del E. Webb Campus. The Foundation also directs funds from its resale gift shops to both Banner Boswell and Del. E. Webb Medical Centers. Its Sun City West resale shop, in partnership with the Sun City West Foundation, directs certain proceeds from its store toward localized transportation services that benefits area seniors. 5817240 true true false false false false false false false true true false false false false true true true false false false false false false true false false true false true false false false false false false false false true false false false false true false false false true 40 0 true 0 false false false false false true true false false false false X 25 24 false false false false false true false true true false false true true true true true true true true false AZ X William T Sellner EVP-CFO 6238326616 14719 W Grand Ave Surprise AZ 85374 X Ronald Guziak 020.00 030.00 X X 0 655285 12976 Shirley Agnos 002.00 X 0 0 0 Darl Bachmann 002.00 002.00 X 0 0 0 Michael R Barnes 002.00 X 0 0 0 James N Booy 002.00 X 0 0 0 Kathleen Crowley 002.00 X 0 0 0 Patricia Lewis Finnell 005.00 002.00 X X 0 0 0 Sandra L Foell 005.00 002.00 X X 0 0 0 Shirley Frizell 002.00 X 0 0 0 Gene Godderis 002.00 X 0 0 0 Shirley Griep 002.00 X 0 0 0 Richard Jaskowick 002.00 X 0 0 0 L Birt Kellam 002.00 002.00 X 0 0 0 Lew Lancaster 004.00 X X 0 0 0 Mary R Leiker 002.00 X 0 0 0 Maryanne Leyshon 002.00 X 0 0 0 Michael Lyons 002.00 X 0 0 0 Michael Mandell 004.00 X X 0 0 0 Richard A Malsomson 002.00 X 0 0 0 Randy McGrane 002.00 X 0 0 0 George Redheffer 002.00 X 0 0 0 Cathy E Ross 002.00 002.00 X 0 0 0 Janis Ryan 002.00 002.00 X 0 0 0 Gerald S Solomon 002.00 X 0 0 0 Jon Wohler 002.00 002.00 X X 0 0 0 William Sellner 004.00 046.00 X 0 379069 36499 Gina Ore Resigned on 52113 050.00 X 0 230897 9577 1265251 59052 true true true 186282 1500000 5797905 308317 7484187 177630 177630 85016 98026 92180 117000 -7164 -18974 -26138 -26138 178474 186282 203094 -24620 -24620 1190276 347448 842828 842828 8453887 969700 5278877 5278877 0 0 0 747580 411169 336411 0 754034 265994 248900 239140 43658 11248 16529 15881 230308 72899 80279 77130 87241 20685 33944 32612 0 0 19650 19650 0 0 72585 15125 57460 8184 5849 2335 36032 13949 11262 10821 15538 15538 0 0 5567 2839 2728 0 19769 10082 9687 0 0 14972 14972 0 Direct fundraising expenses 241784 241784 Telephone 10680 10680 Lease 70609 70609 Utilities 21611 21611 35505 25422 10083 7714184 5817240 930750 966194 431541 674504 3920601 4605158 5141135 5555135 631416 566089 167786 122392 34992 118951 38940 88844 80011 19954794 21517103 194499 182868 30530616 33338252 386296 1226324 4695396 5042330 5081692 6268654 X 932780 544854 17220239 19228839 7295905 7295905 25448924 27069598 30530616 33338252 X 739703 880971 X X false true X true false X 7225397 14097621 6552322 3930417 7484187 39289944 7225397 14097621 6552322 3930417 7484187 39289944 1514752 37775192 197426 185685 242801 234365 177630 1037907 40327851 4316150 0.93670 0.94210 X 0.00000 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 10587933 1424380 392586 11619727 10763944 -176011 10587933 8725944 66014 1971986 10763944 7913406 812538 8725944 9405681 311793 -1609308 194760 7913406 0.63000 0.37000 false false false 105454 25626 79828 13497 13314 183 80011 Financial derivatives and other financial products Closely-held equity interests Federal income taxes 9537954 880972 880972 8656982 -203095 -203095 8453887 7917279 7917279 -203095 -203095 7714184 V 4 The earnings on the endowment funds are intended for use in the medical centers, nursing education, Research Institute and the hospice facilities. XI 4b Fundraising events other direct expenses XII 4b Fundraising events other direct expenses X 1 The Internal Revenue Service has ruled that the Foundation qualifies under Section 501 c 3 of the Internal Revenue code and therefore not subject to tax under present income tax law. The Foundation is also exempt from state income tax. The Foundation is required to operate in conformity with tax regulations to maintain its qualification. Management is not aware of any course of action or series of events that have occurred that might adversely affect the Foundations qualified status. X 2 Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service or other applicable taxing authorities. Management has analyzed the tax positions taken by the Foundation and has concluded that as of June 30, 2013 and 2012, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The Foundation is subject to routine audits by taxing jurisdictions however, there are currently no audits for any tax periods in progress. Management believes the Foundation is no longer subject to income tax examinations for years prior to June 30, 2009. Gala 232250 114883 117367 11029 35214 4490 71730 Golf Tournament 102573 63510 39063 28038 34173 1 29933 7889 22044 2006 6825 420 9169 364756 186282 178474 13035 70077 4910 115072 203094 -24620 false true Sun Health Services 14719 W Grand Ave Surprise AZ 85374 262957251 501 c 3 4193740 3470 FMV GIKs Hospital Expansion Sun City West Foundation 14465 W RH Johnson Blvd Sun City West AZ 85375 742358945 501 c 3 137926 Community Services La Loma Senior Living Services 14154 Denny Blvd Litchfield Park AZ 85340 861023848 501 c 3 943740 Senior Living Services 3 I 2 Sun Health Foundation raises funds to be used by or for the benefit of nonprofit healthcare service organizations. Accordingly, Sun Health Foundation distributes funds to Sun Health Services towards the capital and operating program needs for the former Sun Health facilities. Reconciliations between Sun Health Services contributions and distributions are maintained specifying the use of funds received from the Sun Health Foundation. X X X X X X true true false false false false false false false Ronald Guziak 412882 124368 118035 10000 2976 668261 William Sellner 268810 60726 49533 32251 4248 415568 Gina Ore Resigned on 52113 162263 35808 32826 7981 1596 240474 I 3 The compensation process is undertaken by Sun Health Services, a related organization. Sun Health Services uses the following process to establish the compensation of senior management Management Review Committee, Indpendant compensation consultant, Form 990 of other organizations, written employee contract, compensation survey or study and approval by the board of directors following recommendation by the management Review Committee. I 4a Ms. Ore received a six month severance package associated with her resignation, principally based on her years of service. I 4b Mr. Sellner, Mr. Guziak and Ms. Ore participate in a board endorsed 457b and f plan. Each participant deferred 17,000 into the plan. A Non-qualified 457f plan is sponsored for certain executives. This plan carries a substantial risk of forfeiture in that vesting only occurs the earlier of 5 years from the date of deposit, age 62 or Rule of 80 age and service equals 80 or more. 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. Mr. Ronald Guziak received a 457f payment of 45,162. II Effective 9/2/2008, the compensation for officers and key employees was paid by Banner through an aggreement between Banner Health and Sun Health Foundation. Banner Health is a separate unrelated 501 c 3 organization. Sun Health Foundation reimburses Banner Health for the amount paid. II See Schedule O for a disclosure of hours devoted to related organizations. The amounts reported in Part II include the aggregate compensation for the executives for all organizations served by Sun Health Services and its affiliates. X 2 900 Market value X 8 92180 Market value X 1 117000 Appraisal X 3 4810 Market value X 1 152 Market value X Misc. donations 180 93275 Market value 2 false true true I 32a The Foundation uses real estate agents to sell the daonated real estate. Form 990 Part VI Section A Line 6 The corporation shall be a non-member non-profit. Form 990 Part VI Section A Line 7a The Sun Health Services board chair and CEO are voting Trustees of Sun Health Foundation as provided in the By-laws. Form 990 Part VI Section B Line 11b The form is prepared by accounting personnel and reviewed by the Executive Vice President/Chief Financial Officer. A review is then conducted by organizations independent accountant, Plante Moran, PLLC. The form is then reviewed by the Audit Committee and provided to the board for comments prior to the filing deadline. Form 990 Part VI Section B Line 12c On an annual basis, all board members and management staff are required to submit a conflict of interest questionnaire for board and management review as appropriate. The questionnaire provides specific instructions that the form must be updated if any situation arises during the year that might constitute a conflict. The Audit Committee has responsibility for intervening if necessary on conflict of interest matters. Any individual found to be in conflict will abstain from the decision making process. Form 990 Part VI Section B Line 15 The Management Review Committee, as provided in the organizations by-laws, has responsibility for compensation of all senior management. Annually, salaries of senior management are reviewed by the organizations Board of Directors. The deliberation and decision of the compensation package is contemporaneously substantiated in the organizations minutes. An independent compensation consultant is retained by the organization periodically to assist with the determination of the compensation and benefits program for all senior management. The compensation process was last undertaken in 2013. Form 990 Part VI Section C Line 19 Governing documents and conflict of interest policies are generally not made available to the public. Financial statements historically have been made available at public meetings and upon reasonable request. Form 990 Part VII Section A Line 1a These individuals devote weekly time to the following organizations William T. Sellner 40 hours to Sun Health Services, 6 hours to Sun Health Partners and 4 hours Sun Health Foundation Ronald Guziak 28 hours to Sun Health Services, 20 hours to Sun Health Foundation and 2 hours to Sun Health Partners. Mr. Guziak and Mr. Sellner contribute time to Sun Health Senior Living entities, including La Loma Senior Living, The Colonnade and Grandview Terrace, all owned by Sun Health Services. The following board members devoted time to Sun Health Services, a related organization Patricia Lewis Finnell, 2 hours Sandra L. Foell, 2 hours Darl Bachmann, 2 hours Birt Kellam, 2 hours Cathy Ross, 2 hours Janis Ryan, 2 hours and Jon Wohler, 2 hours. Form 990 Part XI Line 5 Unrealized gain of 880,972 on investment portfolio. Form 990 Part XII Line 2b Sun Health Foundations financial statements are audited by an independent accountant performed on fiscal year basis as a stand alone and combined basis with Sun Health Services and its Affiliates. Sun Health Services P O Box 6030 Sun City West AZ 85376 262957251 Supporting Org AZ 501 c 3 11a NA false Sun Health Colonnade 19116 Colonnade Way Surprise AZ 85374 453137352 Senior Living AZ 501 c 3 9 Sun Health Services false La Loma Senior Living 14154 Denny Blvd Litchfield Park AZ 85340 861023848 Senior Living AZ 501 c 3 9 Sun Health Services false Sun Health Partners P O Box 1278 Sun City AZ 85372 860796950 Investments AZ Sun Health Services C Corp false false true true false false false false false false false false false false false false true false false false Sun Health Services b 4193740 Cash payment Sun Health Senior Living c 1500000 Cash payment Sun Health Services p 64326 Cash payment