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Nonprofiteer
← SUN HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by SUN HEALTH FOUNDATION.

Totals

Total revenue
$7,064,289
Total expenses
$8,309,236
Contributions and grants received
$6,216,703
Grants paid
$5,120,548
Program service revenue
$2,651
Investment income
$78,434
Other revenue
$766,501
Total assets, end of year
$35,386,070
Total liabilities, end of year
$10,359,037
Net assets or fund balances, end of year
$25,027,033
Program services expenses (Part IX)
$5,653,206
Management and general expenses
$1,348,046
Fundraising expenses
$1,307,984
Program service expenses (Part III)
$5,653,206

Program services were 68.0% 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.

  • 1c · Fundraising events

    $12,971

  • 1d · Related organizations

    $2,307,028

  • 1f · All other contributions, gifts and grants

    $3,896,704

  • 1g · Noncash contributions included above

    $11,471

  • 2a · Program service revenue: OTHER REVENUE

    total $2,651 · related or exempt $2,651

  • 3 · Investment income

    total $343,466 · excluded $343,466

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $4,489,000

  • 7b · Less cost or other basis and sales expenses

    securities $4,754,032

  • 7c · Gain or loss

    securities -$265,032

  • 7d · Net gain or loss

    total -$265,032 · excluded -$265,032

  • 8a · Fundraising events: gross income

    $72,288

  • 8a · Fundraising events: contributions included on line 1c

    $12,971

  • 8b · Fundraising events: direct expenses

    $76,764

  • 8c · Net income from fundraising events

    total -$4,476 · excluded -$4,476

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $772,693

  • 10b · Cost of goods sold

    $1,716

  • 10c · Net income from sales of inventory

    total $770,977 · related or exempt $770,977

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,651,571 · program services $4,651,571

  • 2 · Grants to domestic individuals

    total $468,977 · program services $468,977

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $1,693,490 · program services $248,077 · management and general $802,353 · fundraising $643,060

  • 8 · Pension plan contributions

    total $61,146 · program services $39,483 · fundraising $21,663

  • 9 · Other employee benefits

    total $93,937 · program services $71,687 · management and general $1,365 · fundraising $20,885

  • 10 · Payroll taxes

    total $115,748 · program services $4,996 · management and general $68,887 · fundraising $41,865

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $28,746 · management and general $28,746

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $20,338 · program services $20,338

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $50,731 · program services $39,653 · management and general $11,078

  • 14 · Information technology

    total $11,514 · program services $11,514

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $21,554 · program services $12,138 · management and general $9,416

  • 17 · Travel

    total $2,643 · program services $109 · management and general $2,534

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $2,216 · program services $811 · management and general $1,405

  • 20 · Interest

    total $11,152 · program services $11,152

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $461,223 · program services $69,171 · management and general $392,052

  • 23 · Insurance

    total $0

  • 24a · Other expenses: FUNDRAISING EXPENSES

    total $580,511 · fundraising $580,511

  • 24b · Other expenses: LICENSES, DUES, SUBSCRIPTIONS

    total $30,210 · management and general $30,210

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $3,529 · program services $3,529

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $101,101 · end of year $134,514

  • 2 · Savings and temporary cash investments

    beginning of year $2,790,595 · end of year $2,005,031

  • 3 · Pledges and grants receivable

    beginning of year $301,836 · end of year $137,074

  • 4 · Accounts receivable

    beginning of year $3,453,205 · end of year $2,713,658

  • 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 $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,656 · end of year $32,058

  • 10a · Land, buildings and equipment: cost or other basis

    $119,106

  • 10b · Land, buildings and equipment: accumulated depreciation

    $119,106

  • 11 · Investments: publicly traded securities

    beginning of year $27,901,664 · end of year $27,316,792

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $3,575,134 · end of year $3,046,943

  • 17 · Accounts payable and accrued expenses

    beginning of year $517,814 · end of year $424,685

  • 18 · Grants payable

    beginning of year $8,790,414 · end of year $6,182,466

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 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 $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $3,365,821 · end of year $3,751,886

  • 27 · Net assets without donor restrictions

    beginning of year $2,590,000 · end of year $4,764,000

  • 28 · Net assets with donor restrictions

    beginning of year $22,868,142 · end of year $20,263,033

Mission and programs · 2022

Mission

SUN HEALTH FOUNDATION IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE, THREE SENIOR LIVING COMMUNITIES, LOCAL COMMUNITY HEALTH AND WELLNESS SERVICES AND WITH SUN HEALTH SERVICES, PROMOTES HEALTH.

Activities or mission (Part I)

SUN HEALTH FOUNDATION IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE & THREE SENIOR LIVING COMMUNITIES.

  • IN PARTNERSHIP WITH GENEROUS DONORS, SUN HEALTH FOUNDATION PROVIDED $5,120,548 IN PHILANTHROPIC SUPPORT TO BANNER BOSWELL MEDICAL CENTER (A NATIONALLY RECOGNIZED 410-BED ACUTE CARE HOSPITAL), BANNER DEL E WEBB MEDICAL CENTER (A 391-BED NATIONALLY RECOGNIZED ACUTE CARE HOSPITAL), BANNER SUN HEALTH RESEARCH INSTITUTE WITH RESEARCH FOCUS ON DISEASES OF THE AGING, AND OTHER COMMUNITY HEALTH INITIATIVES INCLUDING NURSING EDUCATION, BANNER OLIVE BRANCH SENIOR CENTER, LA LOMA CARE CENTER, GRANDVIEW TERRACE CARE CENTER, GRANDVIEW TERRACE MEMORY SUPPORT SUITES, THE CENTER FOR HEALTH AND WELLBEING, CARE TRANSITIONS PROGRAM AND COMMUNITY EDUCATION.

    Expenses $5,653,206 · Grants $5,120,548 · Revenue $773,628

As filed on the 2022 return.

Listed in Part VII

  • Joseph E La Rue

    PRESIDENT

    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
    8 + 32 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

  • Gina Ore

    CHIEF PHILANTHR. OFF. END 5/23

    Total calculated
    $209,171
    From this org
    $0
    From related orgs
    $201,125
    Other
    $8,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $102,373 related
    Bonus
    $0
    Other
    $0 + $98,752 related
    Deferred
    $0 + $8,046 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $209,171 related

  • Joan Smith

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Michael Barnes

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Larry Vering

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Ronald J Symic

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Jane Ceasor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Shirley Frizell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Neal Haskell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • L Birt Kellam

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Irene Kovala EdD

    DIRECTOR, EX-OFFICIO, SHS

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Lew Lancaster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Patricia Lewis Finnell

    DIRECTOR, EX-OFFICIO, SHS

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Sharon Lind

    DIRECTOR END 1/23

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Marrer

    DIRECTOR END 11/22

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Rev Lowell Nelson

    DIRECTOR END 9/22

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Terry Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Sally Williamson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Mary Cavanaugh-Marsh

    DIRECTOR BEG 11/22

    Total calculated
    $0
    Hours/week
    0.5

  • Sandy Stephenson

    DIRECTOR BEG 11/22

    Total calculated
    $0
    Hours/week
    0.5

  • Todd Hornback

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Amy Runge

    CFO BEG 3/23

    Total calculated
    $0
    Hours/week
    8 + 32 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

  • 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
  • 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
METHODS USED TO ESTABLISH EXECUTIVE COMPENSATION: A RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION. THE FOLLOWING METHODS ARE USED: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE
SCHEDULE J, PART I, LINE 4A
SEVERANCE PAYMENT: THE FOLLOWING EMPLOYEE RECIEVED A SEVERANCE PAYMENT IN THE CURRENT YEAR: - GINA ORE - $27,695
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: - JOSEPH E. LA RUE - $61,500 THE FOLLOWING INDIVIDUAL PARTICIPATED IN A 457(F) PLAN IN 2023 WITH THE FOLLOWING DISTRIBUTION WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990: - GINA ORE - $50,944
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

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.

  • SUN HEALTH SERVICES

    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

  • SUN HEALTH COLONNADE

    501(C)(3) · SENIOR LIVING · AZ

    Directly controlled by SUN HLTH SVS

  • SUN HEALTH GRANDVIEW TERRACE

    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
202410869349300006

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