2025-04-21T13:47:22+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 237107959 Sun Health Foundation SUNH 6234719550 PO BOX 6030 SUN CITY WEST AZ 853766030 AMY RUNGE CFO 2025-04-21 true Brian Todd P00422601 4178658701 2025-04-21 2023 2025-03-06 01:10:19Z JOSEPH E LA RUE PO BOX 6030 SUN CITY WEST AZ 853766030 8487843 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. 18 18 15 21 0 0 6216703 5727193 2651 3540 78434 850780 766501 734849 7064289 7316362 5120548 4665717 0 1964321 1465274 0 818477 1224367 1435038 8309236 7566029 -1244947 -249667 35386070 36144513 10359037 9843117 25027033 26301396 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 5069577 4665717 776741 IN PARTNERSHIP WITH GENEROUS DONORS, SUN HEALTH FOUNDATION PROVIDED $4,721,871 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. 5069577 true true false false false false false false true true 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 true false false false false true false false false true 9 0 true 15 true false false false false false true true false false false false false false X 18 18 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 West City AZ 853766030 JOAN SMITH CHAIR 0.5 3.5 X X 0 0 0 JOSEPH E LA RUE PRESIDENT 2.0 38.0 X X 0 669661 84229 LARRY VERING TREASURER 0.5 0 X X 0 0 0 MICHAEL BARNES VICE CHAIR 0.5 3.5 X X 0 0 0 NEAL HASKELL DIRECTOR 0.5 3.5 X X 0 0 0 RONALD J SYMIC SECRETARY 0.5 3.5 X X 0 0 0 DANIEL ESPARZA DIRECTOR 0.5 0 X 0 0 0 GREG GILSTRAP DIRECTOR 0.5 0 X 0 0 0 IRENE KOVALA EDD DIRECTOR, EX-OFFICIO, SHS 0.5 3.5 X 0 0 0 JANE CEASOR DIRECTOR 0.5 0 X 0 0 0 L BIRT KELLAM DIRECTOR END 10/23 0.5 3.5 X 0 0 0 LEW LANCASTER DIRECTOR 0.5 3.5 X 0 0 0 MARY CAVANAUGH-MARSH DIRECTOR 0.5 0 X 0 0 0 PATRICIA LEWIS FINNELL DIRECTOR, EX-OFFICIO, SHS END 09/23 0.5 3.5 X 0 0 0 ROSLYN BECKWITH DIRECTOR 0.5 0 X 0 0 0 SALLY WILLIAMSON DIRECTOR END 03/24 0.5 0 X 0 0 0 SANDY STEPHENSON DIRECTOR 0.5 0 X 0 0 0 SHARON ORLOPP DIRECTOR 0.5 0 X 0 0 0 SHIRLEY FRIZELL DIRECTOR 0.5 0 X 0 0 0 STAN HOLM DIRECTOR 0.5 0 X 0 0 0 TERRY SMITH DIRECTOR 0.5 0 X 0 0 0 TODD HORNBACK DIRECTOR 0.5 0 X 0 0 0 AMY RUNGE CFO 2.0 38.0 X 0 274950 0 GINA ORE FORMER CHIEF PHILANTHROPY OFFICER 0.0 0.0 X 0 344051 5849 SHARON GRAMBOW FORMER CFO 2.0 38.0 X 0 113217 2455 0 1401879 92533 0 true true false BRAND AGENCY LLC 4111 E Valley Auto Dr STE 110 Mesa AZ 85206 Marketing 100407 1 130859 2003372 3592962 28010 5727193 OTHER REVENUE 624000 3540 3540 0 0 0 0 3540 476290 476290 0 0 1471000 1096510 374490 0 374490 374490 36107 130859 74459 -38352 -38352 773713 512 773201 773201 0 0 0 0 0 7316362 776741 0 812428 4118611 4118611 547106 547106 1142875 123945 452593 566337 62230 44876 17354 175884 84544 74610 16730 84285 9558 41190 33537 639585 639585 485 485 36942 36942 112132 24412 87720 0 17379 17379 1593 1593 7229 6402 827 39371 13310 26061 8061 16 8045 3510 116 3394 177 177 348325 72589 275736 FUNDRAISING EXPENSES 184519 184519 LICENSES, DUES, SUBSCRIPTION 30223 30223 REPAIRS & MAINTENANCE 5507 4943 564 0 0 0 0 7566029 5069577 1677975 818477 134514 133988 2005031 1056185 137074 69694 2713658 4110579 0 0 0 0 32058 5632 136350 121397 0 14953 27316792 28366819 0 0 3046943 2386663 35386070 36144513 424685 168517 6182466 5958202 0 0 3751886 3716398 10359037 9843117 X 4764000 4355000 20263033 21946396 25027033 26301396 35386070 36144513 -249667 1524030 0 X false true X true false X 8122147 6262854 4529299 6216703 5727193 30858196 0 0 8122147 6262854 4529299 6216703 5727193 30858196 15598687 15259510 764371 219087 332319 343466 476290 2135533 0 465993 598000 743175 770977 773201 3351346 36345075 104627 0.4199 0.5345 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - SALES OF INVENTORY, COLUMN A - 465993.0, COLUMN B - 598000.0, COLUMN C - 743175.0, COLUMN D - 770977.0, COLUMN E - 773201.0, COLUMN F - 3351346.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13171726 1322094 0 14493820 14837670 -1638119 27825 13171726 17205000 -2320260 47070 14837670 13874288 3705000 374288 17205000 15373288 783000 364000 2170000 476000 13874288 0.0 0.69 0.31 false false 7920 7920 0 28293 28293 0 88981 82892 6089 11156 2292 8864 14953 DUE FROM RELATED PARTY 2380000 RIGHT-OF-USE ASSET 6663 2386663 CHARITABLE GIFT ANNUITY 3357735 DUE TO RELATED PARTY 352000 OPERATING LEASE 6663 3716398 8915363 1524030 0 1524030 7391333 -74971 -74971 7316362 7641000 74971 74971 7566029 0 0 7566029 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 4(b) Other revenues in form 990 not in audited financial statements SPECIAL EVENTS EXPESNE - -74459 COGS - -512 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENTS EXPESNE - 74459 COGS - 512 Women's Walk 66602 63922 2680 4118 35406 Golf 100364 66937 33427 11900 11724 370 10941 0 166966 130859 36107 16018 11724 370 46347 74459 -38352 true SUN HEALTH SERVICES 14719 W GRAND AVE SUPRISE AZ 85374 262957251 501(C)(3) 3914765 HOSPITAL EXPANSION SUN CITY WEST FOUNDATION 14465 R H JOHNSON BLVD SUN CITY WEST AZ 85375 742358945 501(C)(3) 141934 SUPPORT 2 0 SCHOLARSHIPS 244 547106 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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 338971 0 0 0 330690 0 74700 0 9529 0 753890 0 269190 SHARON GRAMBOW FORMER CFO 0 82404 0 0 0 30813 0 0 0 2455 0 115672 0 0 GINA ORE FORMER CHIEF PHILANTHROPY OFFICER 0 323938 0 0 0 20113 0 5849 0 0 0 349900 0 0 AMY RUNGE CFO 0 274950 0 0 0 0 0 0 0 0 0 274950 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation SUN HEALTH SERVICES, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Schedule J, Part I, Line 4a Severance or change-of-control payment THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT IN THE CURRENT YEAR: - GINA ORE - $27,695 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan SOME OFFICERS AND KEY EMPLOYEES PARTICIPATE IN A BOARD ENDORSED 457(B) PLAN. A NONQUALIFIED 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 FROM A RELATED ORGANIZATION: - JOSEPH E. LA RUE - $61,500 THERE WERE NO INDIVIDUALS WHO PARTICIPATED IN A 457(F) PLAN IN 2023 WHO RECEIVED DISTRIBUTIONS WHICH WERE REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. Schedule J, Part II COMPENSATION 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. X 1 25040 Market value X 2 320 Market value X MISCELLANEOUS 3 2650 Market value false true false Schedule M, Part I NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED THE AMOUNTS IN COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTIONS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, FORVIS MAZARS, LLP. 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, Line 12c 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, Line 15a Process to establish compensation of top management official 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, Line 19 Required documents available to the public 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. SUN HEALTH SERVICES 14719 W GRAND AVENUE SUPRISE AZ 85374 262957251 SUPPORT ORG AZ 501(c)(3) Type I NA false LA LOMA SENIOR LIVING SERVICES 14154 DENNY BLVD LITCHFIELD PARK AZ 85340 861028348 SENIOR LIVING AZ 501(c)(3) 10 SUN HLTH SVS false SUN HEALTH COLONNADE 19116 COLONNADE WAY SUPRISE AS 85374 453137352 SENIOR LIVING AZ 501(c)(3) 10 SUN HLTH SVS false SUN HEALTH GRANDVIEW TERRACE 14515 W GRANITE VALLEY DR W GRANITE VALLEY AZ 85374 832576991 SENIOR LIVING AZ 501(c)(3) 10 SUN HLTH SVS false false true true false false false false false false false false false false false false true true false false