2024-03-26T08:38:07-05:00 2023-06-30 FORVIS LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2022-07-01 237107959 SUN HEALTH FOUNDATION % AMY RUNGE SUNH 6234719550 PO BOX 6030 SUN CITY WEST AZ 853766030 AMY RUNGE CFO 6234719550 2024-02-29 true AMY RUNGE 999009999 Brian D Todd P00422601 4178658701 2 2022 2023-04-26 12:10:37Z JOSEPH E LA RUE PO BOX 6030 SUN CITY WEST AZ 853766030 11896801 false X SUNHEALTHFOUNDATION.ORG X 1971 AZ SUN HEALTH FOUNDATION IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE & THREE SENIOR LIVING COMMUNITIES. 16 16 14 119 0 0 4529299 6216703 95496 2651 882850 78434 748406 766501 6256051 7064289 4201326 5120548 0 0 1970480 1964321 0 0 1307984 1222843 1224367 7394649 8309236 -1138598 -1244947 38132191 35386070 12674049 10359037 25458142 25027033 SUN HEALTH FOUNDATION IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE, THREE SENIOR LIVING COMMUNITIES, LOCAL COMMUNITY HEALTH AND WELLNESS SERVICES AND WITH SUN HEALTH SERVICES, PROMOTES HEALTH. false false 5653206 5120548 773628 IN PARTNERSHIP WITH GENEROUS DONORS, SUN HEALTH FOUNDATION PROVIDED $5,120,548 IN PHILANTHROPIC SUPPORT TO BANNER BOSWELL MEDICAL CENTER (A NATIONALLY RECOGNIZED 410-BED ACUTE CARE HOSPITAL), BANNER DEL E WEBB MEDICAL CENTER (A 391-BED NATIONALLY RECOGNIZED ACUTE CARE HOSPITAL), BANNER SUN HEALTH RESEARCH INSTITUTE WITH RESEARCH FOCUS ON DISEASES OF THE AGING, AND OTHER COMMUNITY HEALTH INITIATIVES INCLUDING NURSING EDUCATION, BANNER OLIVE BRANCH SENIOR CENTER, LA LOMA CARE CENTER, GRANDVIEW TERRACE CARE CENTER, GRANDVIEW TERRACE MEMORY SUPPORT SUITES, THE CENTER FOR HEALTH AND WELLBEING, CARE TRANSITIONS PROGRAM AND COMMUNITY EDUCATION. 5653206 true true false false false false false false false true false false false true true false true true false false false false false false true false false true true true false false false false false false false false false false false false false true true false false false true 13 0 true 14 false false false false false true true false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true true false X AMY RUNGE 6238325330 PO BOX 6030 SUN CITY WEST AZ 853766030 JOSEPH E LA RUE PRESIDENT 2.0 38.0 X X 0 401589 91613 SHARON GRAMBOW CFO END 3/23 8.0 32.0 X 0 328675 23112 GINA ORE CHIEF PHILANTHR. 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END 5/23 40.0 0.0 X 0 201125 8046 JOAN SMITH CHAIR 0.5 3.5 X X 0 0 0 MICHAEL BARNES VICE CHAIR 0.5 3.5 X X 0 0 0 LARRY VERING TREASURER 0.5 0.0 X X 0 0 0 RONALD J SYMIC SECRETARY 0.5 3.5 X X 0 0 0 JANE CEASOR DIRECTOR 0.5 0.0 X 0 0 0 SHIRLEY FRIZELL DIRECTOR 0.5 0.0 X 0 0 0 NEAL HASKELL DIRECTOR 0.5 3.5 X 0 0 0 L BIRT KELLAM DIRECTOR 0.5 3.5 X 0 0 0 IRENE KOVALA EDD DIRECTOR, EX-OFFICIO, SHS 0.5 3.5 X 0 0 0 LEW LANCASTER DIRECTOR 0.5 3.5 X 0 0 0 PATRICIA LEWIS FINNELL DIRECTOR, EX-OFFICIO, SHS 0.5 3.5 X 0 0 0 SHARON LIND DIRECTOR END 1/23 0.5 0.0 X 0 0 0 GARY MARRER DIRECTOR END 11/22 0.5 3.5 X 0 0 0 REV LOWELL NELSON DIRECTOR END 9/22 0.5 3.5 X 0 0 0 TERRY SMITH DIRECTOR 0.5 0.0 X 0 0 0 SALLY WILLIAMSON DIRECTOR 0.5 0.0 X 0 0 0 MARY CAVANAUGH-MARSH DIRECTOR BEG 11/22 0.5 0.0 X 0 0 0 SANDY STEPHENSON DIRECTOR BEG 11/22 0.5 0.0 X 0 0 0 TODD HORNBACK DIRECTOR 0.5 0.0 X 0 0 0 AMY RUNGE CFO BEG 3/23 8.0 32.0 X 0 0 0 0 931389 122771 0 false true false BRAND AGENCY LLC 4111 E VALLEY AUTO DR STE 110 MESA AZ 85206 ADVERTISING 244751 ROX MEDIA LLC 130 N GRANITE ST PRESCOTT AZ 86301 ADVERTISING 143770 2 12971 2307028 3896704 11471 6216703 OTHER REVENUE 624000 2651 2651 2651 343466 343466 0 0 0 0 0 4489000 4754032 -265032 -265032 -265032 72288 12971 76764 -4476 -4476 0 0 0 772693 1716 770977 770977 0 7064289 773628 73958 4651571 4651571 468977 468977 0 0 0 0 1693490 248077 802353 643060 61146 39483 21663 93937 71687 1365 20885 115748 4996 68887 41865 0 0 28746 28746 0 0 0 20338 20338 0 50731 39653 11078 11514 11514 0 21554 12138 9416 2643 109 2534 0 2216 811 1405 11152 11152 0 461223 69171 392052 0 FUNDRAISING EXPENSES 580511 580511 LICENSES, DUES, SUBSCRIPTIONS 30210 30210 REPAIRS & MAINTENANCE 3529 3529 8309236 5653206 1348046 1307984 101101 134514 2790595 2005031 301836 137074 3453205 2713658 0 0 0 0 0 0 0 0 8656 32058 119106 119106 27901664 27316792 0 0 0 0 0 0 3575134 3046943 38132191 35386070 517814 424685 8790414 6182466 0 0 0 0 0 0 0 0 0 0 0 0 3365821 3751886 12674049 10359037 X 2590000 4764000 22868142 20263033 25458142 25027033 38132191 35386070 -1244947 813838 X false true X true false X 9726359 8122147 6262854 4529299 6216703 34857362 0 0 9726359 8122147 6262854 4529299 6216703 34857362 13706279 21151083 475212 764371 219087 332319 343466 2134455 0 465993 598000 743175 770977 2578145 39569962 101087 0.53452 0.73613 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14837670 -1638119 27825 13171726 17205000 -2320260 47070 14837670 13874288 3705000 374288 17205000 15373288 783000 364000 2170000 476000 13874288 17593483 522449 731353 3439340 34657 15373288 0.00000 0.75000 0.25000 false false DUE FROM RELATED PARTY 2987000 RIGHT-OF-USE ASSET 59943 3046943 0 CHARITABLE GIFT ANNUITY 3672943 OPERATING LEASE 59943 DUE TO RELATED PARTY 19000 3751886 7954891 813838 813838 7141053 -76764 -76764 7064289 8386000 76764 76764 8309236 8309236 SCHEDULE D, PART V, LINE 4 PURPOSE OF ENDOWMENT FUNDS: TO SUPPORT THE CAPITAL EXPENDITURE OF HEALTH CARE FACILITIES, RESEARCH AND NURSING SCHOLARSHIP. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITION: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4B AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $ (76,764) SPECIAL EVENTS EXPENSE SCHEDULE D, PART XII, LINE 2D AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: $ 76,764 SPECIAL EVENTS EXPENSE GALA 17300 3600 13700 1435 22706 2822 2573 WOMAN'S WALK 39954 5051 34903 7763 670 4099 11505 1 28005 4320 23685 10438 3374 2302 7077 85259 12971 72288 19636 26750 9223 21155 76764 -4476 true SUN HEALTH SERVICES 14719 W GRAND AVE SUPRISE AZ 85374 262957251 501(C)(3) 4253758 HOSPITAL EXPANSION LA LOMA SENIOR LIVING PO BOX 6030 SUN CITY WEST AZ 85376 861028348 501(C)(3) 250963 SUPPORT SUN CITY WEST FOUNDATION 14465 W RH JOHNSON BLVD SUN CITY WEST AZ 85375 742358945 501(C)(3) 139688 COMMUNITY SERVICES 3 SCHOLARSHIPS 370 468977 SCHEDULE I, PART I, LINE 2 MONITORING THE USE OF GRANTS: GRANT ASSISTANCE TO DOMESTIC ORGANIZATIONS & DOMESTIC GOVERNMENTS: 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. GRANT AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS: STUDENTS MUST FIRST SUBMIT VERIFICATION FOR THE CHARGES THEY ARE REQUESTING SUCH AS TUITION, BOOKS, FEES, ETC. THIS INCLUDES RECEIPTS AND TUITION VERIFICATION WITH FINANCIAL AID DEPARTMENTS. A MAJORITY OF THE ISSUED SCHOLARSHIPS ARE SUBMITTED DIRECTLY TO THE UNIVERSITY RATHER THAN DIRECTLY TO THE STUDENT. THE CHECKS WRITTEN FOR THE SCHOLARSHIPS ARE NOTED WITH THE SPECIFIC USE OF THE FUNDS. THE ORGANIZATION INCLUDES A COPY OF THE SCHOLARSHIP LETTER SENT TO THE STUDENT WITH THE CHECK IN THE EVENT OF ANY QUESTIONS ABOUT THE SCHOLARSHIPS AND ITS INTENDED USE. true true false false false false false false false JOSEPH E LA RUE PRESIDENT 0 401589 0 0 0 0 0 73700 0 17913 0 493202 0 0 SHARON GRAMBOW CFO END 3/23 0 297862 0 0 0 30813 0 12077 0 11035 0 351787 0 0 GINA ORE CHIEF PHILANTHR. OFF. END 5/23 0 102373 0 0 0 98752 0 8046 0 0 0 209171 0 50944 SCHEDULE J, PART I, LINE 3 METHODS USED TO ESTABLISH EXECUTIVE COMPENSATION: A RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION. THE FOLLOWING METHODS ARE USED: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENT: THE FOLLOWING EMPLOYEE RECIEVED A SEVERANCE PAYMENT IN THE CURRENT YEAR: - GINA ORE - $27,695 SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: SOME OFFICERS AND KEY EMPLOYEES PARTICIPATE IN A BOARD ENDORSED 457(B) PLAN. A NON-QUALIFIED 457(F) PLAN IS BOARD ENDORSED FOR CERTAIN EXECUTIVES. THIS PLAN CARRIES A SUBSTANTIAL RISK OF FORFEITURE IN THAT VESTING ONLY OCCURS THE EARLIER OF 5 YEARS FROM THE DATE OF DEPOSIT, AGE 60 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. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN IN 2023 WITH THE FOLLOWING EMPLOYER CONTRIBUTIONS: - JOSEPH E. LA RUE - $61,500 THE FOLLOWING INDIVIDUAL PARTICIPATED IN A 457(F) PLAN IN 2023 WITH THE FOLLOWING DISTRIBUTION WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990: - GINA ORE - $50,944 SCHEDULE J, PART II COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES: THE SALARY AND BENEFITS INFORMATION DISCLOSED ON SCHEDULE J, PART II, REPRESENTS THE AGGREGATE COMPENSATION TO INDIVIDUALS FOR THEIR SERVICES TO SUN HEALTH SERVICES, SUN HEALTH FOUNDATION, SUN HEALTH PARTNERS, SUN HEALTH SENIOR LIVING, LA LOMA SENIOR LIVING, SUN HEALTH COLONNADE AND GRANDVIEW TERRACE; THE LATTER THREE BEING THREE DISTINCT CONTINUING CARE RETIREMENT COMMUNITIES. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, FORVIS. THE RETURN IS THEN REVIEWED BY THE FINANCE AND INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS AND PROVIDED TO THE FULL BOARD OF DIRECTORS FOR COMMENT PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ON AN ANNUAL BASIS, THE BOARD OF DIRECTOR MEMBERS AND MANAGEMENT STAFF ARE REQUIRED TO SUBMIT A CONFLICT ON INTEREST QUESTIONNAIRE FOR BOARD AND MANAGEMENT APPROVAL, AS APPROPRIATE. THE QUESTIONNAIRE PROVIDES SPECIFIC INSTRUCTIONS THAT THE FORM MUST BE UPDATED IF ANY SITUATIONS ARISE DURING THE YEAR THAT MIGHT CONSTITUTE A CONFLICT. THE AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR INTERVENING, IF NECESSARY, ON CONFLICT CO INTEREST MATTERS. ANY INDIVIDUAL FOUND IN CONFLICT WILL ABSTAIN FROM THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW: THE BOARD OF DIRECTORS MANAGEMENT REVIEW COMMITTEE, AS PROVIDED IN THE ORGANIZATIONS BY-LAWS, HAS THE RESPONSIBILITY FOR COMPENSATION OF ALL SENIOR MANAGEMENT. ANNUALLY, SALARIES OF SENIOR MANAGEMENT ARE REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE DELIBERATION AND DECISION OF COMPENSATION ARRANGEMENTS ARE CONTEMPORANEOUSLY SUBSTANTIATED IN THE ORGANIZATIONS MINUTES. SUN HEALTH RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PERIODICALLY ASSISTS WITH THE DETERMINATION OF THE COMPENSATION AND BENEFITS FOR ALL SENIOR MANAGEMENT. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN 2021 BY USI INSURANCE SERVICES. ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VIII, LINE 1D CONTRIBUTIONS FROM RELATED ORGANIZATIONS: SUN HEALTH SERVICES, A 501(C)(3), IN ITS ROLE AS A SUPPORTING ORGANIZATION, AGREED TO FUND THE ADMINISTRATIVE AND FUNDRAISING COSTS FOR SUN HEALTH FOUNDATION THAT ARE NECESSARY TO MEET ITS PHILANTHROPIC MISSION. THROUGH THIS GRANT, CONTRIBUTIONS TO SUN HEALTH FOUNDATION ARE ASSURED THAT ALMOST 100% OF THEIR DONATIONS ARE UTILIZED FOR THE DONOR INTENDED PURPOSE WITHOUT ANY OFFSET FOR ADMINISTRATIVE COSTS. 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