2026-04-27T16:03:03+00:00 2025-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2024-07-01 861028348 LA LOMA SENIOR LIVING LALO 6235377500 PO BOX 6030 SUN CITY WEST AZ 85376 AMY RUNGE CFO 2026-04-27 true true Brian Todd P00422601 4178658701 2026-04-27 2024 2025-03-06 01:10:19Z JOSEPH E LA RUE PO BOX 6030 SUN CITY WEST AZ 85376 18662485 false X WWW.LALOMAVILLAGE.ORG X 2001 AZ LA LOMA OFFERS A RELAXED AND WORRY-FREE LIFESTYLE FOR ITS RESIDENTS. THE HEALTH AND REHABILITATION CENTER PROVIDES SKILLED NURSING AND ASSISTED LIVING CARE TO ITS RESIDENTS. 13 13 297 15 0 0 0 16139162 18470324 223968 175333 -687 0 16362443 18645657 0 0 0 9766713 10468865 0 0 14310487 16648580 24077200 27117445 -7714757 -8471788 85854243 84544607 122653064 139367986 -36798821 -54823379 LA LOMA CHAMPIONS SUPERIOR HEALTH AND WELL-BEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS. false false 22349769 0 18470324 LA LOMA SENIOR LIVING SERVICES, INC. OPERATES A 145 RESIDENCE LIFE CARE COMMUNITY, AND HEALTH AND REHABILITATION CENTER CONSISTING OF 43 SKILLED NURSING BEDS, 11 ASSISTED LIVING APARTMENTS, AND 10 MEMORY SUPPORT APARTMENTS. THE HEALTH AND REHABILITATION CENTER PROVIDES SKILLED NURSING AND ASSISTED LIVING CARE TO ITS RESIDENTS AND OTHER COMMUNITY RESIDENTS. SUN HEALTH SERVICES, AN ARIZONA NONPROFIT CORPORATION, IS TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS THE SOLE MEMBER OF LA LOMA. SEE SCHEDULE O FOR MORE INFORMATION. 22349769 true false false false false false false false false false true false false false true false true true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true X 73 0 true 297 true false false false false false false false false false false false false X 13 13 false true false false true true true true true false false false true true true true true true true true false false X AMY RUNGE 6238324335 PO BOX 6030 SUN CITY WEST AZ 85376 IRENE KOVALA EDD CHAIR 1.0 5.5 X X 0 0 0 LEW LANCASTER TREASURER 1.0 5.5 X X 0 0 0 MARK REIFSTECK SECRETARY 1.0 5.0 X X 0 0 0 NEAL HASKELL VICE CHAIR 1.0 5.5 X X 0 0 0 GARY MARRER DIRECTOR 0.5 2.5 X 0 0 0 GERALD SOLOMON DIRECTOR 0.5 2.5 X 0 0 0 GREG GILSTRAP DIRECTOR, EX-OFFICIO, SHF 0.5 3.5 X 0 0 0 HERMAN L ORCUTT DIRECTOR 0.5 2.5 X 0 0 0 MARY CAVANAUGH-MARSH DIRECTOR 0.5 3.0 X 0 0 0 REY RIVERA DIRECTOR 0.5 2.5 X 0 0 0 RONALD J SYMIC DIRECTOR 0.5 2.5 X 0 0 0 SHARON ORLOPP DIRECTOR, EX-OFFICIO, SHF 0.5 3.5 X 0 0 0 SINTRA HOFFMAN DIRECTOR 0.5 2.5 X 0 0 0 AMY RUNGE CFO 2.0 38.0 X 0 323966 39489 JOSEPH E LA RUE PRESIDENT & CEO 2.0 38.0 X 0 572511 25146 JOHN COUTURE COO 2.0 36.0 X 0 376209 59108 KIMBERLY THOMPSON CHIEF EXPERIENCE OFFICER 2.0 36.0 X 0 419700 58289 NORA HANNAH CHIEF ENGAGEMENT OFFICER 2.0 38.0 X 0 215391 28309 WENDY NORMAN SVP HR G DEVELOPMENT 2.0 36.0 X 0 202880 16744 EUGENE RAWLS VICE PRESIDENT OF PROGRAM MANAGEMENT 2.0 38.0 X 0 207378 14812 MEGAN WORD VICE PRESIDENT OF MARKETING AND COMMUNICATIONS 2.0 38.0 X 0 183387 22359 MICHELLE MARTINEZ VP COMMUNITY OPS 2.0 38.0 X 0 237372 11268 NEAL SMITH VP OF FACILITIES & CONSTRUCTION MANAGEMENT 2.0 38.0 X 0 198049 140 SUZY PEEL VICE PRESIDENT REAL ESTATE PLANNING AND DEVELOPMENT 2.0 38.0 X 0 196036 23568 0 3132879 299232 0 false true false OUTDOOR SYSTEMS MANAGEMENT LLC 9051 WEST KELTON LANE SUITE 1 PEORIA AZ 85382 LANDSCAPING 452448 BELMONTEZ CONSTRUCTION LLC 9299 W OLIVE AVE STE 505 PEORIA AZ 85345 CONSTRUCTION 290134 LEADERSTAT LTD L-4234 COLUMBUS OH 432604234 NURSING STAFF REGISTRY 202008 3 0 RESIDENT SERVICES 623000 18470324 18470324 0 0 0 0 18470324 192161 192161 0 0 16828 -16828 0 -16828 -16828 0 0 0 0 0 18645657 18470324 0 175333 8787178 7755942 1031236 241885 232210 9675 800166 768159 32007 639636 562750 76886 2894318 2894318 64197 64197 55979 55979 1498901 1388349 110552 0 62536 62536 267127 126770 140357 68402 68402 742414 742414 107799 105905 1894 707 707 3773698 3773698 3402440 3402089 351 190959 25617 165342 RESIDENT SUPPLIES 1303640 1303640 RESIDENT DINING SERVICES 1021216 1021216 REPAIRS & MAINTENANCE 1016557 1015244 1313 LICENSES, DUES, & SUBSCRIPTIONS 103960 56657 47303 73730 0 73730 0 27117445 22349769 4767676 0 110735 383408 3590253 3501480 1190301 786817 0 0 0 0 1696801 2058360 60734 60734 403472 293495 103234915 26453092 78389466 76781823 123437 123437 0 289044 555053 85854243 84544607 9974129 8807740 20835640 21865297 45503378 45323160 0 0 14151917 13234623 32188000 50137166 122653064 139367986 X -36798821 -54823379 -36798821 -54823379 85854243 84544607 X -8471788 -9552770 X false true true false X 308931 38902 375584 0 0 723417 10963085 10975724 12532314 16139162 18470324 69080609 0 0 0 11272016 11014626 12907898 16139162 18470324 69804026 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 69804026 0 5042 143573 223968 192161 564744 0 0 5042 143573 223968 192161 564744 0 0 0 0 0 0 0 11272016 11019668 13051471 16363130 18662485 70368770 0.99197 0.99370 0.01 0.01 X 90594857 19139862 71454995 5278 792 4486 7926869 6493114 1433755 4707911 819324 3888587 76781823 Federal Income Taxes DUE TO RELATED PARTY 36704396 FSO LIABILITY 13432770 50137166 18922485 260000 0 260000 18662485 -16828 -16828 18645657 36947043 260000 9569598 9829598 27117445 0 0 27117445 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements LOSS ON DISPOSAL OF INVESTMENTS - -16828 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUTURE SERVICES OBLIGATION - 9552770 LOSS ON DISPOSAL OF INVESTMENTS - 16828 false true false false false false false true false JOSEPH E LA RUE PRESIDENT & CEO 0 386533 0 123000 0 62978 0 13800 0 11346 0 597657 0 0 AMY RUNGE CFO 0 280384 0 43582 0 0 0 39489 0 0 0 363455 0 0 JOHN COUTURE COO 0 294423 0 81786 0 0 0 42583 0 16525 0 435317 0 0 NORA HANNAH CHIEF ENGAGEMENT OFFICER 0 197733 0 17658 0 0 0 27292 0 1017 0 243700 0 0 WENDY NORMAN SVP HR G DEVELOPMENT 0 161908 0 40972 0 0 0 6871 0 9873 0 219624 0 0 KIMBERLY THOMPSON CHIEF EXPERIENCE OFFICER 0 321519 0 98181 0 0 0 42134 0 16155 0 477989 0 0 MICHELLE MARTINEZ VP COMMUNITY OPS 0 185950 0 51422 0 0 0 9297 0 1971 0 248640 0 0 SUZY PEEL VICE PRESIDENT REAL ESTATE PLANNING AND DEVELOPMENT 0 165651 0 30385 0 0 0 8180 0 15388 0 219604 0 0 EUGENE RAWLS VICE PRESIDENT OF PROGRAM MANAGEMENT 0 165303 0 42075 0 0 0 8546 0 6266 0 222190 0 0 NEAL SMITH VP OF FACILITIES & CONSTRUCTION MANAGEMENT 0 197585 0 464 0 0 0 82 0 58 0 198189 0 0 MEGAN WORD VICE PRESIDENT OF MARKETING AND COMMUNICATIONS 0 134063 0 49324 0 0 0 7913 0 14446 0 205746 0 0 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. Form 990, Part III, Line 4a PROGRAM SERVICE ACCOMPLISHMENTS THE STATED MISSION OF SERVICES, THROUGH GOVERNANCE BY A COMMUNITY-BASED BOARD OF DIRECTORS, IS TO CHAMPION SUPERIOR HEALTH AND WELL-BEING THROUGH PHILANTHROPY, INSPIRED LIVING, AND WELLNESS PROGRAMS. OUR LARGEST COMMUNITY AT LA LOMA IS BREAKING THE MOLD OF SENIOR LIVING WITH A MASTER PLAN THAT INCLUDES MULTI-GENERATIONAL RESIDENCES, HISTORICAL SITES AND MUSEUMS, FUTURE RETAIL AND DINING OPTIONS, RECREATION AND WELLNESS CENTERS AND MEDICAL OFFICES. OUR VISION IS TO BRING GENERATIONS TOGETHER IN THE COMMUNITY TO LEARN FROM ONE ANOTHER, SHARE IN EXPERIENCES AND GROW TOGETHER. LA LOMA, LIKE OUR OTHER COMMUNITIES, PROVIDES CONTINUING LIFE CARE THAT MEETS OUR RESIDENTS' SPIRITUAL, EMOTIONAL, PHYSICAL, MEDICAL, SOCIAL AND INTELLECTUAL NEEDS. Form 990, Part IV, Line 24a TAX-EXEMPT BOND ISSUE THE TAX-EXEMPT BONDS REPORTED ON LINE 20 OF FORM 990, PART X REPRESENT THE ORGANIZATION'S ALLOCATION OF TAX-EXEMPT BOND LIABILITIES FROM ITS PARENT ORGANIZATION, SUN HEALTH SERVICE EIN: 26-2957251. AS PERMITTED BY THE FORM 990, SCHEDULE K FILING INSTRUCTIONS, ONE SCHEDULE K REPRESENTING THE ENTIRE TAX-EXEMPT BOND LIABILITY HAS BEEN REPORTED ON SUN HEALTH SERVICES FORM 990. Form 990, Part V, Line 1a 2A & 2B - NUMBER OF EMPLOYEES REPORTED ON FORM W-3 SUN HEALTH SERVICES, EIN: 26-2957251, A RELATED ORGANIZATION, FILES ALL REQUIRED 1099S AND W-2S FOR LA LOMA SENIOR LIVING. THE NUMBER OF EMPLOYEES REPORTED ON FORM 990, PART V, LINE 1A REPRESENTS THE NUMBER OF 1099'S FILED ON BEHALF OF THE ORGANIZATION. THE NUMBER REPORTED ON LINE 2A REPRESENTS THE NUMBER OF W-2'S FILED ON BEHALF OF THE ORGANIZATION. Form 990, Part VI, Line 15 COMPENSATION REVIEW THE BOARD OF DIRECTORS MANAGEMENT REVIEW COMMITTEE, AS PROVIDED IN THE ORGANIZATIONS BY-LAWS, HAS THE RESPONSIBILITY FOR COMPENSATION OF ALL SENIOR MANAGEMENT. ANNUALLY, SALARIES OF SENIOR MANAGEMENT ARE REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE DELIBERATION AND DECISION OF COMPENSATION ARRANGEMENTS ARE CONTEMPORANEOUSLY SUBSTANTIATED IN THE ORGANIZATIONS MINUTES. SUN HEALTH RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PERIODICALLY ASSIST WITH THE DETERMINATION OF THE COMPENSATION AND BENEFITS FOR ALL SENIOR MANAGEMENT. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN 2021 BY USI INSURANCE SERVICES. ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. Form 990, Part VI, Line 3 Delegation of management duties THE BOARD OF DIRECTORS RETAINS SUN HEALTH SENIOR LIVING, LLC, A RELATED ENTITY, TO MANAGE THE OPERATION OF THE FACILITY. SUN HEALTH SENIOR LIVING, LLC IS A MEMBER OWNED BY SUN HEALTH SERVICES, LA LOMA SENIOR LIVING SERVICES, INC'S SOLE MEMBER. Form 990, Part VI, Line 6 Classes of members or stockholders SUN HEALTH SERVICES IS THE SOLE MEMBER OF LA LOMA SENIOR LIVING. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body DIRECTORS ARE ELECTED BY THE MAJORITY OF THE FULL BOARD OF DIRECTORS FOR THREE YEAR TERMS OF OFFICE AND ARE SUBJECT TO APPROVAL BY SUN HEALTH SERVICES, THE ORGANIZATION'S SOLE MEMBER. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CERTAIN RESERVED POWERS ARE MAINTAINED BY SUN HEALTH SERVICES, AS A SOLE MEMBER. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, FORVIS MAZARS, LLP. THE RETURN IS THEN REVIEWED BY THE FINANCE AND INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS AND PROVIDED TO THE FULL BOARD OF DIRECTORS FOR COMMENT PRIOR TO BEING FILED. Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS, BOARD MEMBERS, AND MANAGEMENT STAFF ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE FOR BOARD AND MANAGEMENT REVIEW AS APPROPRIATE. THE QUESTIONNAIRE PROVIDES SPECIFIC INSTRUCTIONS THAT THE FORM MUST BE UPDATED IF ANY SITUATION ARISES DURING THE YEAR THAT MIGHT CONSTITUTE A CONFLICT. THE AUDIT COMMITTEE HAS RESPONSIBILITY FOR INTERVENING, IF NECESSARY, ON CONFLICT OF INTEREST MATTERS. ANY INDIVIDUAL FOUND TO BE IN CONFLICT WILL ABSTAIN FROM THE DECISION MAKING PROCESS. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances FUTURE SERVICES OBLIGATION - -9552770; Total - -9552770; SUN HEALTH SERVICES 14719 W GRAND AVENUE SURPRISE AZ 85374 262957251 SUPPORT ORG AZ 501(c)(3) Type I NA false SUN HEALTH FOUNDATION 14719 W GRAND AVENUE SURPRISE AZ 85374 237107959 FUNDRAISING AZ 501(c)(3) 7 NA false SUN HEALTH GRANDVIEW TERRACE 14515 W GRANITE VALLEY DR SURPRISE AZ 85374 832576991 SENIOR LIVING AZ 501(c)(3) 10 SUN HLTH SVS false SUN HEALTH COLONNADE 19116 COLONNADE WAY SURPRISE AZ 85374 453137352 SENIOR LIVING AZ 501(c)(3) 10 SUN HLTH SVS false SUN HEALTH PARTNERS 14719 W GRAND AVENUE SURPRISE AZ 85374 860796950 INVESTMENTS AZ SUN HLTH SVS C Corporation false false false true false true false false false false false false false true true true false false false false