Totals
- Total revenue
- $18,780,873
- Total expenses
- $19,257,586
- Contributions and grants received
- $272,727
- Grants paid
- $0
- Program services expenses (Part IX)
- $17,133,255
- Management and general expenses
- $2,124,331
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $17,133,255
Program services were 89.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JOSEPH E LA RUE
PRESIDENT & CEO
- Total calculated
- $493,202
- From this org
- $0
- From related orgs
- $401,589
- Other
- $91,613
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $401,589 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $73,700 related
- Nontaxable benefits
- $0 + $17,913 related
- Filer's total
- $0 + $493,202 related
-
SHARON GRAMBOW
CFO END 3/23
- Total calculated
- $351,787
- From this org
- $0
- From related orgs
- $328,675
- Other
- $23,112
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $297,862 related
- Bonus
- $0
- Other
- $0 + $30,813 related
- Deferred
- $0 + $12,077 related
- Nontaxable benefits
- $0 + $11,035 related
- Filer's total
- $0 + $351,787 related
-
TAHLYA VISINTAINER
COO END 8/22
- Total calculated
- $326,370
- From this org
- $0
- From related orgs
- $311,551
- Other
- $14,819
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $0 + $25,309 related
- Bonus
- $0
- Other
- $0 + $286,242 related
- Deferred
- $0 + $6,462 related
- Nontaxable benefits
- $0 + $8,357 related
- Filer's total
- $0 + $326,370 related
-
CARLA WRIGHT
SENIOR VP OF FINANCE END 3/23
- Total calculated
- $202,451
- From this org
- $0
- From related orgs
- $187,177
- Other
- $15,274
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $169,181 related
- Bonus
- $0 + $17,996 related
- Other
- $0
- Deferred
- $0 + $7,543 related
- Nontaxable benefits
- $0 + $7,731 related
- Filer's total
- $0 + $202,451 related
-
VINCE BENEBENEK
CHIEF MARKETING OFF. END 10/22
- Total calculated
- $196,386
- From this org
- $0
- From related orgs
- $176,786
- Other
- $19,600
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $81,998 related
- Bonus
- $0
- Other
- $0 + $94,788 related
- Deferred
- $0 + $4,976 related
- Nontaxable benefits
- $0 + $14,624 related
- Filer's total
- $0 + $196,386 related
-
PAUL VANDERVEEN
VP RE PLN & DVLPMT END 12/22
- Total calculated
- $175,615
- From this org
- $0
- From related orgs
- $163,336
- Other
- $12,279
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $147,233 related
- Bonus
- $0 + $16,103 related
- Other
- $0
- Deferred
- $0 + $5,889 related
- Nontaxable benefits
- $0 + $6,390 related
- Filer's total
- $0 + $175,615 related
-
WENDY LABADIE
SVP HR & ORG DEVELOPMENT
- Total calculated
- $174,930
- From this org
- $0
- From related orgs
- $167,734
- Other
- $7,196
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $146,180 related
- Bonus
- $0 + $21,554 related
- Other
- $0
- Deferred
- $0 + $6,941 related
- Nontaxable benefits
- $0 + $255 related
- Filer's total
- $0 + $174,930 related
-
CHARLES KERBY
EXECUTIVE DIRECTOR END 5/23
- Total calculated
- $173,238
- From this org
- $0
- From related orgs
- $157,961
- Other
- $15,277
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $107,991 related
- Bonus
- $0 + $27,268 related
- Other
- $0 + $22,702 related
- Deferred
- $0 + $4,973 related
- Nontaxable benefits
- $0 + $10,304 related
- Filer's total
- $0 + $173,238 related
-
BARBARA MASON
VP HOME & COMMUNITY SERVICES
- Total calculated
- $170,590
- From this org
- $0
- From related orgs
- $153,809
- Other
- $16,781
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $141,593 related
- Bonus
- $0 + $12,216 related
- Other
- $0
- Deferred
- $0 + $6,472 related
- Nontaxable benefits
- $0 + $10,309 related
- Filer's total
- $0 + $170,590 related
-
DONALD FRIDAY
VP OF IT END 5/23
- Total calculated
- $167,906
- From this org
- $0
- From related orgs
- $153,792
- Other
- $14,114
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $127,641 related
- Bonus
- $0 + $14,613 related
- Other
- $0 + $11,538 related
- Deferred
- $0 + $6,212 related
- Nontaxable benefits
- $0 + $7,902 related
- Filer's total
- $0 + $167,906 related
-
JENNIFER DRAGO
CSO END 7/22
- Total calculated
- $135,042
- From this org
- $0
- From related orgs
- $133,518
- Other
- $1,524
- Hours/week
- 0 + 40 related
-
PATRICIA LEWIS FINNELL
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
LEW LANCASTER
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
ROGER GIMBY
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
L BIRT KELLAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
IRENE KOVALA EDD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
RANDY MCGRANE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
HERMAN L ORCUTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
RONALD J SYMIC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
MICHAEL BARNES
DIRECTOR, EX-OFFICIO, SHF
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
NEAL HASKELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
GARY MARRER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
REV LOWELL NELSON
DIRECTOR BEG 12/22
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
JOAN SMITH
DIRECTOR, EX-OFFICIO, SHF
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
GERALD SOLOMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
AMY RUNGE
CFO BEG 5/23
- Total calculated
- $0
- Hours/week
- 2 + 38 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 — 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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- SCHEDULE J, PART I, LINE 3
- 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. 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 PAYMENT: THE FOLLOWING EMPLOYEES RECEIVED A SEVERANCE PAYMENT IN THE CURRENT YEAR: - TAHLYA VISINTAINER - $232,211 - VINCE BENBENEK - $66,635 - JENNIFER DRAGO - $27,676 - CHARLES KERBY - $22,702 - DONALD FRIDAY - $11,538
- 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 FROM A RELATED ORGANIZATION: - JOSEPH E. LA RUE - $61,500 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN IN 2023 WITH THE FOLLOWING DISTRIBUTIONS WHICH WERE REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990: - TAHLYA VISINTAINER - $54,031
- 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.
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
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 29 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410869349300406
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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