Form 990 for tax year 2023
Filed by LA LOMA SENIOR LIVING SERVICES INC.
Totals
- Total revenue
- $16,362,443
- Total expenses
- $24,077,200
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $21,256,244
- Management and general expenses
- $2,820,956
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $21,256,244
Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
IRENE KOVALA EDD
VICE CHAIR END/CHAIR BEG 09/23
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
JOSEPH 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 LANCASTER
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
NEAL HASKELL
DIRECTOR; VICE CHAIR BEG 09/23
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
PATRICIA LEWIS FINNELL
CHAIR END 09/23
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
ROGER GIMBY
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
GARY MARRER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
GERALD SOLOMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
HERMAN L ORCUTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
JOAN SMITH
DIRECTOR, EX-OFFICIO, SHF
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
L BIRT KELLAM
DIRECTOR END 10/23
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
MARK REIFSTECK
DIRECTOR BEG 09/23
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
MICHAEL BARNES
DIRECTOR, VICE CHAIR BEG 09/23, SHF
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
RANDY MCGRANE
DIRECTOR END 02/24
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
REV LOWELL NELSON
DIRECTOR END 03/24
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
RONALD J SYMIC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
AMY 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 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 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 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-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 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 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 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 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 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 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 — 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
-
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
- 2023
- Filed
- 17 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541079349301009
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