SUN HEALTH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SUN HEALTH FOUNDATION (EIN 23-7107959)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201331349349302848
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T09:49:42-00:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 27400 Northwestern HWY | AddressLine1 |
| City | Southfield | City |
| State | MI | State |
| ZIP Code | 48034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237107959 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUNH | NameControl |
| Phone | 6238325330 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O 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 EVP-CFO | Name |
| Title | May 13 2013 | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Susan Miencier | Name |
| Phone | 2483522500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald Guziak | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14179 W Grand Ave | AddressLine1 |
| City | Surprise | City |
| State | AZ | State |
| ZIP Code | 85374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5978147 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | sunhealthfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | Since it was established in 1971. Sun Health Foundation is dedicated to ensuring community support for exceptional healthcare. Donors contributions enhance two regional, award winning medical centers, Banner Boswell and Banner Del E. Webb, a globally respected research institute, a nursing education program and other vital health services. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 429 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 6693741 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3930417 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 201384 | InvestmentIncomePriorYear |
| Investment Income Current Year | 170600 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 815389 | OtherRevenuePriorYear |
| Other Revenue Current Year | 850562 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7710514 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4951579 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3551825 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5211288 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1885024 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2009103 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1200913 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 463635 | OtherExpensePriorYear |
| Other Expenses Current Year | 545558 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5900484 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7765949 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1810030 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2814370 | RevenuesLessExpensesCY |
| Total Assets BOY | 34313359 | TotalAssetsBOY |
| Total Assets EOY | 30530616 | TotalAssetsEOY |
| Total Liabilities BOY | 4936035 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5081692 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29377324 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25448924 | NetAssetsOrFundBalancesEOY |
| Mission Description | Sun Health Foundation champions healthy living, research and superior health care. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 5820239 | Expense |
| Grants | 5211288 | Grants |
| Description | In partnership with generous donors, Sun Health Foundation provided 5,211,288 in philanthropic support, representing 90 of its expenditures, to Banner Boswell Medical Center a nationally recognized 430-bed acute care hospital, Banner Del E. Webb Medical center a 404-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 the Plaza del Rio Campus and the Del E. Webb Campus. Sun Health Foundation also directs funds from its resale gift shops to both Banner Boswell and Banner Del. E. Webb. The Sun City West resale shop, in partnership with the Sun City West Foundation, directs proceeds from its store toward localized transportation services that benefits area seniors. | Description |
| Total Program Service Expense | 5820239 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | 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 | false | CreditCounseling |
| Term Or Permanent Endowments | true | 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 | false | 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 | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | 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 | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William T Sellner EVP-CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6238326616 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14719 W Grand Ave Surprise AZ 85374 | 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 (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Ronald Guziak | |||||||||
| President/CEO | 050.00 | X | X | 0 | 704408 | 12526 | |||
| Shirley Agnos | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Darl Bachmann | |||||||||
| Chairman | 006.00 | X | X | 0 | 0 | 0 | |||
| James Booy | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Kathleen Crowley | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Patricia Lewis Finnell-Chair Elect | |||||||||
| Trustee | 002.00 | X | X | 0 | 0 | 0 | |||
| Sandra L Foell | |||||||||
| Secretary | 005.00 | X | X | 0 | 0 | 0 | |||
| Shirley Frizell | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Gene Godderis | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Shirley Griep | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Byron Healy | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| L Birt Kellam | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Lew Lancaster | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Maryanne Leyshon | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| James Lukes | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Michael Lyons | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Dick Malcomson | |||||||||
| Treasurer | 005.00 | X | X | 0 | 0 | 0 | |||
| Michael Mandell | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Randy McGrane | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| George Redheffer | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Cathy E Ross | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Janis Ryan | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Jon Wohler | |||||||||
| Trustee | 002.00 | X | X | 0 | 0 | 0 | |||
| William Sellner | |||||||||
| Exec VP/CFO | 050.00 | X | 0 | 434476 | 76932 | X | |||
| Gina Ore | |||||||||
| VP/CDO | 050.00 | 0 | 236305 | 8380 | X | ||||
| Pamela Meyerhoffer - retired 9209 | |||||||||
| EVP/CEO | 000.00 | 0 | 179948 | 92725 | X | ||||
| Richard Jaskowick | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| H Glenn Weavers | |||||||||
| Trustee | 002.00 | X | 0 | 0 | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 1555137 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 190563 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
| Fundraising Events | 128638 | FundraisingEvents |
| All Other Contributions | 3801779 | AllOtherContributions |
| Noncash Contributions | 632497 | NoncashContributions |
| Total Contributions | 3930417 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 234365 | TotalRevenueColumn |
| Exclusion | $234,365 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 103805 | Securities |
| Other | 312940 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 104510 | Securities |
| Other | 376000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -705 | Securities |
| Other | -63060 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -63765 | TotalRevenueColumn |
| Exclusion | -$63,765 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 136739 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 156033 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 164134 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -27395 | TotalRevenueColumn |
| Exclusion | -$27,395 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1259881 | GrossSalesOfInventory |
| Cost Of Goods Sold | 381924 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 877957 | TotalRevenueColumn |
| Exclusion | $877,957 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4951579 | TotalRevenueColumn |
| Exclusion | $1,021,162 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5211288 | Total |
| Program Services | 5211288 | ProgramServices |
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 | 813433 | Total |
| Program Services | 203358 | ProgramServices |
| Management And General | 244030 | ManagementAndGeneral |
| Fundraising | 366045 | Fundraising |
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 | 818313 | Total |
| Program Services | 204578 | ProgramServices |
| Management And General | 245494 | ManagementAndGeneral |
| Fundraising | 368241 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44777 | Total |
| Program Services | 11194 | ProgramServices |
| Management And General | 13433 | ManagementAndGeneral |
| Fundraising | 20150 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234442 | Total |
| Program Services | 58611 | ProgramServices |
| Management And General | 70333 | ManagementAndGeneral |
| Fundraising | 105499 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98138 | Total |
| Program Services | 24535 | ProgramServices |
| Management And General | 29441 | ManagementAndGeneral |
| Fundraising | 44162 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2400 | Total |
| Management And General | 2400 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30900 | Total |
| Management And General | 30900 | 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 | 60199 | Total |
| Management And General | 33109 | ManagementAndGeneral |
| Fundraising | 27090 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37753 | Total |
| Program Services | 9438 | ProgramServices |
| Management And General | 11326 | ManagementAndGeneral |
| Fundraising | 16989 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20333 | Total |
| Management And General | 20333 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8522 | Total |
| Program Services | 2131 | ProgramServices |
| Management And General | 2557 | ManagementAndGeneral |
| Fundraising | 3832 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26070 | Total |
| Program Services | 6518 | ProgramServices |
| Management And General | 7821 | ManagementAndGeneral |
| Fundraising | 11732 | Fundraising |
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 | 13124 | Total |
| Program Services | 13124 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|---|
| Direct fundraising expenses | 222320 | 222320 | ||
| Advertising | 11515 | 11515 | ||
| Telephone | 12203 | 12203 | ||
| Lease/utilities | 67212 | 67212 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33007 | Total |
| Program Services | 8252 | ProgramServices |
| Management And General | 9902 | ManagementAndGeneral |
| Fundraising | 14853 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7765949 | Total |
| Program Services | 5820239 | ProgramServices |
| Management And General | 744797 | ManagementAndGeneral |
| Fundraising | 1200913 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436156 | BOY |
| EOY | 431541 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6014194 | BOY |
| EOY | 3920601 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6541678 | BOY |
| EOY | 5141135 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 674618 | BOY |
| EOY | 631416 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165079 | BOY |
| EOY | 167786 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20268 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 112811 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23967 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92920 | BOY |
| EOY | 88844 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20218064 | BOY |
| EOY | 19954794 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150382 | BOY |
| EOY | 194499 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34313359 | BOY |
| EOY | 30530616 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 395738 | BOY |
| EOY | 386296 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4540297 | BOY |
| EOY | 4695396 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4936035 | BOY |
| EOY | 5081692 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1352384 | BOY |
| EOY | 932780 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20729035 | BOY |
| EOY | 17220239 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7295905 | BOY |
| EOY | 7295905 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29377324 | BOY |
| EOY | 25448924 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34313359 | BOY |
| EOY | 30530616 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2814370 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1114030 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5655713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7225397 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14097621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6552322 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3930417 | CurrentTaxYear |
| Total | 37461470 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5655713 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7225397 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14097621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6552322 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3930417 | CurrentTaxYear |
| Total | 37461470 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1348645 | AmountsSubstContributorsTotal |
| Public Support Total170 | 36112825 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9069 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 197426 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 185685 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 242801 | CurrentTaxYearMinus1Year |
| Current Tax Year | 234365 | CurrentTaxYear |
| Total | 869346 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 38330816 | TotalSupport |
| Gross Receipts From Admissions Etc | 4160468 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94210 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94480 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10763944 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -176011 | InvestmentEarningsOrLosses |
| End Of Year Balance | 10587933 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8725944 | BeginningOfYearBalance |
| Contributions | 66014 | Contributions |
| Investment Earnings Or Losses | 1971986 | InvestmentEarningsOrLosses |
| End Of Year Balance | 10763944 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7913406 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 812538 | InvestmentEarningsOrLosses |
| End Of Year Balance | 8725944 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9405681 | BeginningOfYearBalance |
| Contributions | 311793 | Contributions |
| Investment Earnings Or Losses | -1609308 | InvestmentEarningsOrLosses |
| Other Expenditures | 194760 | OtherExpenditures |
| End Of Year Balance | 7913406 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.69000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.31000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7921 | OtherCostOrOtherBasis |
| Depreciation | 2904 | Depreciation |
| Book Value | 5017 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 91393 | OtherCostOrOtherBasis |
| Depreciation | 19019 | Depreciation |
| Book Value | 81424 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13497 | OtherCostOrOtherBasis |
| Depreciation | 11094 | Depreciation |
| Book Value | 2403 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 88844 | TotalOfBookValueLandBuildings |
| Total Revenue | 4951579 | TotalRevenue |
| Total Expenses | 7765949 | TotalExpenses |
| Excess Or Deficit For Year | -2814370 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1114029 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1114029 | TotalAdjustments |
| Excess Or Deficit Per FS | -3928399 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4001684 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1114029 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1114029 | RevenueNotRptdF990 |
| Revenue Subtotal | 5115713 | RevenueSubtotal |
| Other Revenues Not Included | -164134 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -164134 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4951579 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7930083 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 7930083 | ExpensesSubtotal |
| Other Expenses Not Included | -164134 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -164134 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7765949 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| V | 4 | The earnings on the endowment funds are intended for use in the medical centers, nursing education, Research Institute and the hospice facilities. |
| XII | 4b | Fundraising events other direct expenses |
| XIII | 4b | Fundraising events other direct expenses. |
| X | 2 | 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, 2012 and 2011, there are no uncertain positions 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, 2008. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 17700 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 5740 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 11960 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 9875 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 3811 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 2707 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Gala | NameOfEvent2 |
| Gross Receipts Event2 | 231868 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 138303 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 93565 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 10070 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 44934 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 10125 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 50805 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 43204 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 11990 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 31214 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 2000 | CashPrizesOtherEvents |
| Rent Facility Costs Other Events | 1955 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 7471 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 20381 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 292772 | GrossReceiptsTotal |
| Charitable Contributions Total | 156033 | CharitableContributionsTotal |
| Gross Revenue Total Events | 136739 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 2000 | CashPrizesTotalEvents |
| Rent Facility Costs Total Events | 21900 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 56216 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 10125 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 73893 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 164134 | DirectExpenseSummaryEvents |
| Net Income Summary | -27395 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Sun Health Services | |||||||
| 14719 W Grand Ave | Surprise | AZ | 85374 | 262957251 | 501 c 3 | 5037974 | Hospital expansion |
| Sun City West Foundation | |||||||
| 14465 W RH Johnson Blvd | Sun City West | AZ | 85375 | 742358945 | 501 c 3 | 144313 | Community services |
| The Harp Foundation | |||||||
| 400 W Camelback Road 304 | Phoenix | AZ | 85013 | 860933057 | 501 c 3 | 5000 | Community services |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 2 | ReturnReference |
| Explanation | Sun Health Services 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. | Explanation |
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 | true | 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 |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| 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 Guziak | |||||
| 398017 | 245874 | 60517 | 9800 | 2726 | 716934 |
| William Sellner | |||||
| 255672 | 155704 | 23100 | 70704 | 6228 | 511408 |
| Gina Ore | |||||
| 155921 | 57669 | 22715 | 6275 | 2105 | 244685 |
| Pamela Meyerhoffer - retired 9209 | |||||
| 179948 | 92223 | 502 | 272673 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, independent compensation consultant, Form 990 of other organizations, written employment contract, compensation survey or study and approval by the board of directors following recommendation by the Management Review Committee. |
| I | 4a | In connection with the Banner Health transaction, Pamela Meyerhoffer received change-in-control /severance payments during calendar year 2011. The severance associated with the change-in-control was subject to an independent consultants review with oversight by the Board of Directors through the Management Review Committee. The payments associated with this agreement concluded during 2011. |
| I | 4b | Mr. William Sellner, Mr. Ronald Guziak and Ms. Gina Ore participate in a board endorsed 457b and f plan. Mr. Sellner and Mr. Guziak deferred 16,500 and Ms. Ore deferred 16,056 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. |
| I | 4b | Should a participant voluntarily terminate employment with Banner 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 41,261. |
| II | Effective 9/2/08, the compensation for officers and key employees was paid by Banner Health through an aggreement between Banner Health and Sun Health Foundation. Banner Health is a separate unrelated 501c3 organization. Sun Health Foundation reimburses Banner Health for the amount paid. | |
| II | Ms. Meyerhoffers severance agreement and benefits were subject to an independent consultants review with oversight by the Board of Directors through the Management Review Committee. | |
| II | See Schedule O for a disclosure of hours devoted to related organizations. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Defeased | true | Defeased |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4900 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 104510 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 376000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 38727 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 8300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|
| Misc items | 127 | 88975 | Market value |
| Services | 3 | 5885 | Market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | I | Identifier |
| Return Reference | 32a | ReturnReference |
| Explanation | The Foundation uses real estate agents to sell the donated properties. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | 6 | The corporation shall be a non-member non-profit |
| Form 990 Part VI | 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 | 11b | The Form 990 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 | 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 | 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 arrangements was 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 2012 |
| Form 990 Part VI | 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 | 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 Darl Bachmann, 2 hours Sandra L. Foell, 2 hours L.Birt Kellam, 2 hoursCathy Ross, 2 hours Janis Ryan, 2 hours and Jon Wohler, 2 hours. |
| Form 990 Part XI | 5 | Unrealized loss of 1,114,029 on investment portfolio. |
| Form 990 Part XII | 2b | Sun Health Foundations financial statements are audited by an independent accountant performed on a fiscal year basis both as a stand alone and combined basis with Sun Health Services and its Affiliates. |
| 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 990 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 arrangements was 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 2012 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 Darl Bachmann, 2 hours Sandra L. Foell, 2 hours L.Birt Kellam, 2 hoursCathy Ross, 2 hours Janis Ryan, 2 hours and Jon Wohler, 2 hours. Form 990 Part XI Line 5 Unrealized loss of 1,114,029 on investment portfolio. Form 990 Part XII Line 2b Sun Health Foundations financial statements are audited by an independent accountant performed on a fiscal year basis both as a stand alone and combined basis with Sun Health Services and its Affiliates. |
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 | ||||||||||
| 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 Svcs | false |
| La Loma Senior Living Services Inc | ||||||||||
| 14154 Denny Blvd | Litchfield Park | AZ | 85340 | 861023848 | Senior Living | AZ | 501 c 3 | 9 | Sun Health Svcs | false |
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 Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C Corp | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | 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 | false | LoansOrGuaranteesFromOtherOrg |
| 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 | false | 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
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Health Services | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionType |
| Amount Involved | 5037974 | AmountInvolved |
| Method Of Amt Determination | Actual payment | MethodOfAmtDetermination |
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