Totals
- Total revenue
- $20,730,895
- Total expenses
- $21,492,340
- Contributions and grants received
- $93,909
- Grants paid
- $0
- Program service revenue
- $19,765,100
- Investment income
- $857,010
- Other revenue
- $14,876
- Total assets, end of year
- $95,367,857
- Total liabilities, end of year
- $89,503,369
- Net assets or fund balances, end of year
- $5,864,488
- Program services expenses (Part IX)
- $17,876,621
- Management and general expenses
- $3,615,719
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $17,876,621
Program services were 83.2% 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.
-
1f · All other contributions, gifts and grants
$93,909
-
2a · Program service revenue: RESIDENT SERVICES
total $19,711,736 · related or exempt $19,711,736
-
2b · Program service revenue: OTHER REVENUE
total $53,364 · related or exempt $53,364
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $862,318 · excluded $862,318
-
6c · Rental income or loss
real property $0 · personal property $0
-
7b · Less cost or other basis and sales expenses
securities $5,308
-
7c · Gain or loss
securities -$5,308 · other assets $0
-
7d · Net gain or loss
total -$5,308 · excluded -$5,308
-
11a · Other revenue: MISCELLANEOUS REVENUE
total $14,876 · excluded $14,876
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$14,876
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $6,853,610 · program services $6,247,694 · management and general $605,916
-
9 · Other employee benefits
total $576,985 · program services $563,131 · management and general $13,854
-
10 · Payroll taxes
total $480,322 · program services $432,791 · management and general $47,531
-
11a · Fees: management
total $2,137,042 · management and general $2,137,042
-
11b · Fees: legal
total $6,900 · management and general $6,900
-
11c · Fees: accounting
total $61,926 · management and general $61,926
-
11g · Fees: other
total $1,479,257 · program services $1,376,312 · management and general $102,945 · fundraising $0
-
12 · Advertising and promotion
total $106,381 · program services $106,381
-
13 · Office expenses
total $200,845 · program services $79,546 · management and general $121,299
-
14 · Information technology
total $238,363 · program services $237,906 · management and general $457
-
16 · Occupancy
total $1,766,686 · program services $1,759,463 · management and general $7,223
-
17 · Travel
total $29,700 · program services $15,522 · management and general $14,178
-
19 · Conferences, conventions and meetings
total $359 · management and general $359
-
20 · Interest
total $1,028,345 · program services $1,028,345
-
22 · Depreciation, depletion and amortization
total $2,926,736 · program services $2,926,736
-
23 · Insurance
total $437,329 · program services $437,329
-
24a · Other expenses: RESIDENT EXPENSES
total $1,217,104 · program services $1,217,104
-
24b · Other expenses: DINING SERVICES
total $1,103,150 · program services $1,103,150
-
24c · Other expenses: LICENSES, DUES, SUBSCRIPTION
total $441,322 · management and general $441,322
-
24d · Other expenses: RESIDENT SPECIAL EVENTS
total $206,332 · program services $151,565 · management and general $54,767
-
24e · All other expenses
total $193,646 · program services $193,646 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,311,912 · end of year $32,510
-
2 · Savings and temporary cash investments
beginning of year $7,055,510 · end of year $3,602,419
-
4 · Accounts receivable
beginning of year $285,720 · end of year $411,347
-
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 $4,794,315 · end of year $10,917,457
-
8 · Inventories for sale or use
beginning of year $41,260 · end of year $38,959
-
9 · Prepaid expenses and deferred charges
beginning of year $31,748 · end of year $16,655
-
10a · Land, buildings and equipment: cost or other basis
$94,402,599
-
10b · Land, buildings and equipment: accumulated depreciation
$24,376,223
-
10c · Land, buildings and equipment, net
beginning of year $69,927,108 · end of year $70,026,376
-
11 · Investments: publicly traded securities
beginning of year $7,521,396 · end of year $7,050,937
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $2,855,316 · end of year $3,271,197
-
17 · Accounts payable and accrued expenses
beginning of year $1,265,998 · end of year $1,636,612
-
19 · Deferred revenue
beginning of year $24,869,514 · end of year $23,653,157
-
20 · Tax-exempt bond liabilities
beginning of year $19,605,499 · end of year $19,528,655
-
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 $6,455,022 · end of year $6,073,645
-
25 · Other liabilities
beginning of year $35,976,259 · end of year $38,611,300
-
27 · Net assets without donor restrictions
beginning of year $6,651,993 · end of year $5,864,488
Mission and programs · 2023
Mission
COLONNADE CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS.
Activities or mission (Part I)
SUN HEALTH'S COLONNADE COMMUNITY HAS 40 ACRES OF MEDITERRANEAN AMENITIES AND AMBIANCE THAT PROVIDES RESIDENTS AND THE COMMUNITY WITH HEALTH, WELLNESS AND EMPOWERED LIVING.
-
SUN HEALTH COLONNADE OPERATES A 218-RESIDENCE INDEPENDENT LIVING COMMUNITY AND A 50-UNIT ASSISTED LIVING AND MEMORY SUPPORT BUILDING. DESIGN OF A MASTER PLAN TO DEVELOP ADDITIONAL HOMES AND HEALTH CARE SERVICES CONTINUES ON THE 34-ACRE CAMPUS UNDER A MASTER DEVELOPMENT PLAN. UNDER THIS MASTER PLAN, COLONNADE PLANS TO INCREASE THE CAPACITY OF THE ASSISTED LIVING/MEMORY SUPPORT BUILDING ONCE DEMAND FOR SERVICES EXCEEDS CURRENT CAPACITY. SEE SCHEDULE O FOR MORE INFORMATION.
Expenses $17,044,985 · Revenue $18,480,975
-
SUN HEALTH AT HOME, A LICENSED DIVISION OF COLONNADE, PROVIDES SELECTED LIFE CARE SERVICES TO MEMBERS IN THEIR PRIVATE HOMES.
Expenses $831,636 · Revenue $1,284,125
As filed on the 2023 return.
Listed in Part VII
-
Irene Kovala EdDIRENE KOVALA EDD
VICE CHAIR END/CHAIR BEG 09/23
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Joseph E La RueJOSEPH E LA RUE
PRESIDENT & CEO
- Total calculated
- $753,890
- From this org
- $0
- From related orgs
- $669,661
- Other
- $84,229
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $338,971 related
- Bonus
- $0
- Other
- $0 + $330,690 related
- Deferred
- $0 + $74,700 related
- Nontaxable benefits
- $0 + $9,529 related
- Filer's total
- $0 + $753,890 related
-
Lew LancasterLEW LANCASTER
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Neal HaskellNEAL HASKELL
DIRECTOR; VICE CHAIR BEG 09/23
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Patricia Lewis FinnellPATRICIA LEWIS FINNELL
CHAIR END 09/23
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Roger GimbyROGER GIMBY
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Gary MarrerGARY MARRER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Gerald SolomonGERALD SOLOMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Herman L OrcuttHERMAN L ORCUTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Joan SmithJOAN SMITH
DIRECTOR, EX-OFFICIO, SHF
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
L Birt KellamL BIRT KELLAM
DIRECTOR END 10/23
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Mark ReifsteckMARK REIFSTECK
DIRECTOR BEG 09/23
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Michael BarnesMICHAEL BARNES
DIRECTOR, VICE CHAIR BEG 09/23, SHF
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Randy McGraneRANDY MCGRANE
DIRECTOR END 02/24
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Rev Lowell NelsonREV LOWELL NELSON
DIRECTOR END 03/24
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
Ronald J SymicRONALD J SYMIC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
Amy RungeAMY RUNGE
CFO
- Total calculated
- $274,950
- From this org
- $0
- From related orgs
- $274,950
- Other
- $0
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $274,950 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $274,950 related
-
John CoutureJOHN COUTURE
COO
- Total calculated
- $378,631
- From this org
- $0
- From related orgs
- $325,817
- Other
- $52,814
- Hours/week
- 2 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $325,817 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $39,535 related
- Nontaxable benefits
- $0 + $13,279 related
- Filer's total
- $0 + $378,631 related
-
Kimberly ThompsonKIMBERLY THOMPSON
CHIEF EXPERIENCE OFFICER
- Total calculated
- $279,954
- From this org
- $0
- From related orgs
- $236,752
- Other
- $43,202
- Hours/week
- 2 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $236,752 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,896 related
- Nontaxable benefits
- $0 + $10,306 related
- Filer's total
- $0 + $279,954 related
-
Wendy NormanWENDY NORMAN
SVP HR G DEVELOPMENT
- Total calculated
- $245,620
- From this org
- $0
- From related orgs
- $231,836
- Other
- $13,784
- Hours/week
- 2 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $231,836 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $6,338 related
- Nontaxable benefits
- $0 + $7,446 related
- Filer's total
- $0 + $245,620 related
-
Kari Davis-CurryKARI DAVIS-CURRY
VP COMMUNITY OPS
- Total calculated
- $180,801
- From this org
- $0
- From related orgs
- $169,977
- Other
- $10,824
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $169,977 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $10,824 related
- Filer's total
- $0 + $180,801 related
-
Kathleen FrederickKATHLEEN FREDERICK
DIR OF SALES & BUS DEV
- Total calculated
- $183,534
- From this org
- $0
- From related orgs
- $175,988
- Other
- $7,546
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $175,988 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,534 related
- Nontaxable benefits
- $0 + $2,012 related
- Filer's total
- $0 + $183,534 related
-
Michelle MartinezMICHELLE MARTINEZ
VP COMMUNITY OPS
- Total calculated
- $217,443
- From this org
- $0
- From related orgs
- $207,131
- Other
- $10,312
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $207,131 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,363 related
- Nontaxable benefits
- $0 + $1,949 related
- Filer's total
- $0 + $217,443 related
-
Neal SmithNEAL SMITH
VP OF FACILITIES & CONSTRUCTION MANAGEMENT
- Total calculated
- $213,015
- From this org
- $0
- From related orgs
- $199,136
- Other
- $13,879
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $199,136 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,193 related
- Nontaxable benefits
- $0 + $5,686 related
- Filer's total
- $0 + $213,015 related
-
Yunxiang LiYUNXIANG LI
VP OF ACCOUNTING & FINANCIAL REPORTING
- Total calculated
- $175,942
- From this org
- $0
- From related orgs
- $158,254
- Other
- $17,688
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $158,254 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $6,767 related
- Nontaxable benefits
- $0 + $10,921 related
- Filer's total
- $0 + $175,942 related
-
Sharon GrambowSHARON GRAMBOW
FORMER CFO
- Total calculated
- $115,672
- From this org
- $0
- From related orgs
- $113,217
- Other
- $2,455
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $82,404 related
- Bonus
- $0
- Other
- $0 + $30,813 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $2,455 related
- Filer's total
- $0 + $115,672 related
-
Tahlya VisintainerTAHLYA VISINTAINER
FORMER COO
- Total calculated
- $161,538
- From this org
- $0
- From related orgs
- $158,246
- Other
- $3,292
- Hours/week
- 2 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $158,246 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $3,292 related
- Filer's total
- $0 + $161,538 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
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
- 7 · Other non-fixed payments
- 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 2023 WITH THE FOLLOWING EMPLOYER CONTRIBUTIONS FROM A RELATED ORGANIZATION: - JOSEPH E. LA RUE - $61,500 - JOHN COUTURE - $27,026 - KIMBERLEY THOMPSON - $22,783 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.
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.
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
- 2023
- Filed
- 17 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521079349300417
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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