Form 990 for tax year 2024
Filed by LA LOMA SENIOR LIVING SERVICES INC.
Totals
- Total revenue
- $18,645,657
- Total expenses
- $27,117,445
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $22,349,769
- Management and general expenses
- $4,767,676
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $22,349,769
Program services were 82.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
IRENE KOVALA EDD
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5.5 related
-
LEW LANCASTER
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 5.5 related
-
MARK REIFSTECK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
NEAL HASKELL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5.5 related
-
GARY MARRER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
GERALD SOLOMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
GREG GILSTRAP
DIRECTOR, EX-OFFICIO, SHF
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
HERMAN L ORCUTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
MARY CAVANAUGH-MARSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
REY RIVERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
RONALD J SYMIC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
SHARON ORLOPP
DIRECTOR, EX-OFFICIO, SHF
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
SINTRA HOFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 2.5 related
-
AMY 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 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 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 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 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 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 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 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 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 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 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 — 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
-
501(c)(3) · FUNDRAISING · AZ
Directly controlled by NA
-
501(c)(3) · SENIOR LIVING · AZ
Directly controlled by SUN HLTH SVS
-
501(c)(3) · SENIOR LIVING · 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
- 202601179349301705
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.