Totals
- Total revenue
- $34,822,906
- Total expenses
- $35,795,773
- Contributions and grants received
- $10,275
- Grants paid
- $0
- Program service revenue
- $34,663,965
- Investment income
- $148,666
- Other revenue
- $0
- Total assets, end of year
- $70,255,429
- Total liabilities, end of year
- $95,566,925
- Net assets or fund balances, end of year
- -$25,311,496
- Program services expenses (Part IX)
- $27,246,279
- Management and general expenses
- $8,549,494
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $27,246,279
Program services were 76.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$10,275
-
2a · Program service revenue: RESIDENT SERVICES
total $34,658,965 · related or exempt $34,658,965
-
2b · Program service revenue: OTHER REVENUE
total $5,000 · related or exempt $5,000
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $169,098 · excluded $169,098
-
6c · Rental income or loss
real property $0 · personal property $0
-
7b · Less cost or other basis and sales expenses
securities $20,432
-
7c · Gain or loss
securities -$20,432 · other assets $0
-
7d · Net gain or loss
total -$20,432 · excluded -$20,432
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $12,891,980 · program services $11,471,555 · management and general $1,420,425
-
8 · Pension plan contributions
total $333,228 · program services $319,899 · management and general $13,329
-
9 · Other employee benefits
total $1,245,812 · program services $1,182,652 · management and general $63,160
-
10 · Payroll taxes
total $975,189 · program services $862,478 · management and general $112,711
-
11a · Fees: management
total $5,395,906 · management and general $5,395,906
-
11b · Fees: legal
total $128,977 · management and general $128,977
-
11c · Fees: accounting
total $55,979 · management and general $55,979
-
11g · Fees: other
total $1,991,476 · program services $1,863,857 · management and general $127,619 · fundraising $0
-
12 · Advertising and promotion
total $370,731 · program services $30,281 · management and general $340,450
-
13 · Office expenses
total $342,012 · program services $82,985 · management and general $259,027
-
14 · Information technology
total $54,446 · program services $53,790 · management and general $656
-
16 · Occupancy
total $1,322,447 · program services $1,322,447
-
17 · Travel
total $106,765 · program services $103,894 · management and general $2,871
-
20 · Interest
total $1,180,467 · program services $1,180,467
-
22 · Depreciation, depletion and amortization
total $4,221,792 · program services $4,205,083 · management and general $16,709
-
23 · Insurance
total $375,099 · program services $66,142 · management and general $308,957
-
24a · Other expenses: RESIDENT SUPPLIES
total $1,826,142 · program services $1,826,142
-
24b · Other expenses: RESIDENT DINING SUPPLIES
total $1,640,367 · program services $1,640,367
-
24c · Other expenses: LICENSES, DUES, SUBSCRIPTIONS
total $355,339 · program services $72,082 · management and general $283,257
-
24d · Other expenses: REPAIRS & MAINTENANCE
total $301,059 · program services $301,059
-
24e · All other expenses
total $680,560 · program services $661,099 · management and general $19,461 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,675,573 · end of year $2,417,013
-
2 · Savings and temporary cash investments
beginning of year $1,797,916 · end of year $1,706,927
-
4 · Accounts receivable
beginning of year $2,113,166 · end of year $1,624,652
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $1,451,430 · end of year $2,449,890
-
8 · Inventories for sale or use
beginning of year $42,801 · end of year $44,550
-
9 · Prepaid expenses and deferred charges
beginning of year $22,851 · end of year $130,105
-
10a · Land, buildings and equipment: cost or other basis
$110,021,239
-
10b · Land, buildings and equipment: accumulated depreciation
$61,514,567
-
10c · Land, buildings and equipment, net
beginning of year $50,441,607 · end of year $48,506,672
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $12,489,473 · end of year $13,375,620
-
17 · Accounts payable and accrued expenses
beginning of year $24,602,374 · end of year $25,476,292
-
19 · Deferred revenue
beginning of year $29,238,815 · end of year $30,569,956
-
20 · Tax-exempt bond liabilities
beginning of year $21,820,180 · end of year $21,749,929
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $6,903,604 · end of year $6,456,128
-
25 · Other liabilities
beginning of year $11,808,473 · end of year $11,314,620
-
27 · Net assets without donor restrictions
beginning of year -$24,338,629 · end of year -$25,311,496
Mission and programs · 2024
Mission
GRANDVIEW TERRACE CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING, AND WELLNESS PROGRAMS.
Activities or mission (Part I)
GRANDVIEW TERRACE BRINGS NEW MEANING TO ALL-INCLUSIVE INDEPENDENT LIVING THAT COMBINES AMENITIES, CONVENIENCE, WELLNESS, AND EMPOWERED LIVING.
-
SUN HEALTH GRANDVIEW TERRACE OPERATES A 288-RESIDENCE LIFE CARE INDEPENDENT LIVING COMMUNITY AND A 115-BED HEALTH AND REHABILITATION CENTER. THE HEALTH AND REHABILITATION CENTER PROVIDES SKILLED NURSING, MEMORY SUPPORT, AND ASSISTED LIVING CARE TO ITS RESIDENTS AND OTHER COMMUNITY RESIDENTS. SUN HEALTH SERVICES AN ARIZONA NONPROFIT CORPORATION, IS TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND IS THE SOLE MEMBER OF GRANDVIEW. SEE SCHEDULE O FOR MORE INFORMATION.
Expenses $27,246,279 · Revenue $34,663,965
As filed on the 2024 return.
Listed in Part VII
-
Irene Kovala EdDIRENE KOVALA EDD
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5.5 related
-
Lew LancasterLEW LANCASTER
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 5.5 related
-
Mark ReifsteckMARK REIFSTECK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Neal HaskellNEAL HASKELL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5.5 related
-
Gary MarrerGARY MARRER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
Gerald SolomonGERALD SOLOMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
Greg GilstrapGREG GILSTRAP
DIRECTOR, EX-OFFICIO, SHF
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Herman L OrcuttHERMAN L ORCUTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
Mary Cavanaugh-MarshMARY CAVANAUGH-MARSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Rey RiveraREY RIVERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
Ronald J SymicRONALD J SYMIC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
Sharon OrloppSHARON ORLOPP
DIRECTOR, EX-OFFICIO, SHF
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Sintra HoffmanSINTRA HOFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
Amy RungeAMY RUNGE
CFO
- Total calculated
- $363,455
- From this org
- $0
- From related orgs
- $323,966
- Other
- $39,489
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $280,384 related
- Bonus
- $0 + $43,582 related
- Other
- $0
- Deferred
- $0 + $39,489 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $363,455 related
-
Joseph E La RueJOSEPH E LA RUE
PRESIDENT & CEO
- Total calculated
- $597,657
- From this org
- $0
- From related orgs
- $572,511
- Other
- $25,146
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $386,533 related
- Bonus
- $0 + $123,000 related
- Other
- $0 + $62,978 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $11,346 related
- Filer's total
- $0 + $597,657 related
-
John CoutureJOHN COUTURE
COO
- Total calculated
- $435,317
- From this org
- $0
- From related orgs
- $376,209
- Other
- $59,108
- Hours/week
- 2 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $294,423 related
- Bonus
- $0 + $81,786 related
- Other
- $0
- Deferred
- $0 + $42,583 related
- Nontaxable benefits
- $0 + $16,525 related
- Filer's total
- $0 + $435,317 related
-
Kimberly ThompsonKIMBERLY THOMPSON
CHIEF EXPERIENCE OFFICER
- Total calculated
- $477,989
- From this org
- $0
- From related orgs
- $419,700
- Other
- $58,289
- Hours/week
- 2 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $321,519 related
- Bonus
- $0 + $98,181 related
- Other
- $0
- Deferred
- $0 + $42,134 related
- Nontaxable benefits
- $0 + $16,155 related
- Filer's total
- $0 + $477,989 related
-
Nora HannahNORA HANNAH
CHIEF ENGAGEMENT OFFICER
- Total calculated
- $243,700
- From this org
- $0
- From related orgs
- $215,391
- Other
- $28,309
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $197,733 related
- Bonus
- $0 + $17,658 related
- Other
- $0
- Deferred
- $0 + $27,292 related
- Nontaxable benefits
- $0 + $1,017 related
- Filer's total
- $0 + $243,700 related
-
Wendy NormanWENDY NORMAN
SVP HR G DEVELOPMENT
- Total calculated
- $219,624
- From this org
- $0
- From related orgs
- $202,880
- Other
- $16,744
- Hours/week
- 2 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $161,908 related
- Bonus
- $0 + $40,972 related
- Other
- $0
- Deferred
- $0 + $6,871 related
- Nontaxable benefits
- $0 + $9,873 related
- Filer's total
- $0 + $219,624 related
-
Eugene RawlsEUGENE RAWLS
VICE PRESIDENT OF PROGRAM MANAGEMENT
- Total calculated
- $222,190
- From this org
- $0
- From related orgs
- $207,378
- Other
- $14,812
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $165,303 related
- Bonus
- $0 + $42,075 related
- Other
- $0
- Deferred
- $0 + $8,546 related
- Nontaxable benefits
- $0 + $6,266 related
- Filer's total
- $0 + $222,190 related
-
Megan WordMEGAN WORD
VICE PRESIDENT OF MARKETING AND COMMUNICATIONS
- Total calculated
- $205,746
- From this org
- $0
- From related orgs
- $183,387
- Other
- $22,359
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $134,063 related
- Bonus
- $0 + $49,324 related
- Other
- $0
- Deferred
- $0 + $7,913 related
- Nontaxable benefits
- $0 + $14,446 related
- Filer's total
- $0 + $205,746 related
-
Michelle MartinezMICHELLE MARTINEZ
VP COMMUNITY OPS
- Total calculated
- $248,640
- From this org
- $0
- From related orgs
- $237,372
- Other
- $11,268
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $185,950 related
- Bonus
- $0 + $51,422 related
- Other
- $0
- Deferred
- $0 + $9,297 related
- Nontaxable benefits
- $0 + $1,971 related
- Filer's total
- $0 + $248,640 related
-
Neal SmithNEAL SMITH
VP OF FACILITIES & CONSTRUCTION MANAGEMENT
- Total calculated
- $198,189
- From this org
- $0
- From related orgs
- $198,049
- Other
- $140
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $197,585 related
- Bonus
- $0 + $464 related
- Other
- $0
- Deferred
- $0 + $82 related
- Nontaxable benefits
- $0 + $58 related
- Filer's total
- $0 + $198,189 related
-
Suzy PeelSUZY PEEL
VICE PRESIDENT REAL ESTATE PLANNING AND DEVELOPMENT
- Total calculated
- $219,604
- From this org
- $0
- From related orgs
- $196,036
- Other
- $23,568
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $165,651 related
- Bonus
- $0 + $30,385 related
- Other
- $0
- Deferred
- $0 + $8,180 related
- Nontaxable benefits
- $0 + $15,388 related
- Filer's total
- $0 + $219,604 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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 4b Supplemental 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 2024 WITH THE FOLLOWING EMPLOYER CONTRIBUTIONS FROM A RELATED ORGANIZATION: - JOSEPH E. LA RUE - $62,979 - JOHN COUTURE - $28,783 - KIMBERLY THOMPSON - $31,267 - AMY RUNGE - $28,038 - NORA HANNAH - $19,875 THERE WERE NO INDIVIDUALS WHO PARTICIPATED IN A 457(F) PLAN IN 2024 WHO RECEIVED DISTRIBUTIONS WHICH WERE REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990.
- Schedule J, Part I, Line 7 Non-fixed payments
- BONUS PAYMENTS ARE DETERMINED BASED ON EMPLOYEE PERFORMANCE LEVEL AND WEIGHTED BASED ON ENTITY OR DIVISION PERFORMANCE.
- 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · SUPPORT ORG · AZ
Directly controlled by NA
-
LA LOMA SENIOR LIVING SERVICES
501(c)(3) · SENIOR LIVING · AZ
Directly controlled by SUN HLTH SVS
-
501(c)(3) · FUNDRAISING · AZ
Directly controlled by NA
-
501(c)(3) · SENIOR LIVING · AZ
Directly controlled by SUN HLTH SVS
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
SUN HEALTH GRANDVIEW TERRACE LLP
LIFE CARE · AZ · income $0 · assets $0
Directly controlled by SUN HLTH GT
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SUN HEALTH PARTNERS
C Corporation · INVESTMENTS · AZ
Directly controlled by SUN HLTH SVS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 27 April 2026
- IRS schema version
- 2024v5.1
- Source object
- 202611179349301921
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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