2026-04-27T16:00:44+00:00 2025-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2024-07-01 453137352 SUN HEALTH COLONNADE SUNH 6232363700 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 21994149 false X WWW.SUNHEALTH.ORG X 2011 AZ SUN HEALTH'S COLONNADE COMMUNITY HAS 40 ACRES OF MEDITERRANEAN AMENITIES AND AMBIANCE THAT PROVIDES RESIDENTS AND THE COMMUNITY WITH HEALTH, WELLNESS AND EMPOWERED LIVING. 13 13 266 15 0 93909 95909 19765100 20983149 857010 915091 14876 0 20730895 21994149 0 0 0 7910917 8909053 0 0 13581423 14461014 21492340 23370067 -761445 -1375918 95367857 100112628 89503369 95676074 5864488 4436554 COLONNADE CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS. false false 16370285 0 19619888 SUN HEALTH COLONNADE OPERATES A 218-RESIDENCE INDEPENDENT LIVING COMMUNITY AND A 50-UNIT ASSISTED LIVING AND MEMORY SUPPORT BUILDING. DESIGN OF A MASTER PLAN TO DEVELOP ADDITIONAL HOMES AND HEALTH CARE SERVICES CONTINUES ON THE 34-ACRE CAMPUS UNDER A MASTER DEVELOPMENT PLAN. UNDER THIS MASTER PLAN, COLONNADE PLANS TO INCREASE THE CAPACITY OF THE ASSISTED LIVING/MEMORY SUPPORT BUILDING ONCE DEMAND FOR SERVICES EXCEEDS CURRENT CAPACITY. SEE SCHEDULE O FOR MORE INFORMATION. 798717 0 1363261 SUN HEALTH AT HOME, A LICENSED DIVISION OF COLONNADE, PROVIDES SELECTED LIFE CARE SERVICES TO MEMBERS IN THEIR PRIVATE HOMES. 17169002 true true 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 83 0 true 266 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 BELMONTEZ CONSTRUCTION LLC 9299 W OLIVE AVE STE 505 PEORIA AZ 85345 CONSTRUCTION 697023 OUTDOOR SYSTEMS MANAGEMENT LLC 9051 WEST KELTON LANE SUITE 1 PEORIA AZ 85382 LANDSCAPING 498543 2 95909 95909 RESIDENT SERVICES 623000 20975149 20975149 OTHER REVENUE 623000 8000 8000 0 0 0 0 20983149 890281 890281 0 0 24810 24810 0 24810 24810 0 0 0 0 0 21994149 20983149 0 915091 7461345 6147701 1313644 224907 215911 8996 669864 646533 23331 552937 446628 106309 3275825 3275825 8104 8104 49204 49204 1617743 1434039 183704 0 58856 513 58343 393118 55799 337319 19079 19079 1326737 1322550 4187 51444 19836 31608 500 500 1016538 1016538 2966977 2966642 335 337353 78608 258745 DINING SERVICES 1183929 1183929 RESIDENT EXPENSES 715499 715499 REPAIRS & MAINTENANCE 666106 663860 2246 LICENSES, DUES, SUBSCRIPTION 516297 53125 463172 257705 181712 75993 0 23370067 17169002 6201065 0 32510 140688 3602419 3618922 411347 1125543 0 0 0 0 10917457 9854861 38959 38959 16655 513252 100988982 27331891 70026376 73657091 7050937 8301288 0 0 3271197 2862024 95367857 100112628 1636612 3116817 23653157 26822220 19528655 19451554 0 0 6073645 5679965 38611300 40605518 89503369 95676074 X 5864488 4436554 5864488 4436554 95367857 100112628 -1375918 -52016 0 X false true true false X 101621 144672 272727 93909 95909 708838 15960515 17217930 18157929 19765100 20983149 92084623 0 0 0 16062136 17362602 18430656 19859009 21079058 92793461 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 92793461 10749 40076 443780 862318 890281 2247204 0 10749 40076 443780 862318 890281 2247204 0 0 0 0 14876 0 14876 16072885 17402678 18874436 20736203 21969339 95055541 0.97620 0.98228 0.02 0.02 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS REVENUE, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 14876.0, COLUMN E - 0.0, COLUMN F - 14876.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5852783 5852783 75895707 17620150 58275557 39144 3915 35229 7069077 5679194 1389883 12132271 4028632 8103639 73657091 Federal Income Taxes ENTRANCE FEES REFUNDABLE 40161518 DUE TO RELATED PARTY 444000 40605518 21942133 -52016 0 -52016 21994149 0 0 21994149 23370067 0 0 23370067 0 0 23370067 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. 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 AS OF JUNE 30, 2024, THE 27,107 SQUARE-FOOT EXPANSION OF THE COLONNADE ASSISTED LIVING FACILITY, CONSISTING OF 23 NEW APARTMENTS (FOUR STUDIOS AND 19 ONE-BEDROOM UNITS), HAS PROGRESSED FROM THE DESIGN CONSIDERATION PHASE INTO ACTIVE CONSTRUCTION, WITH COMPLETION ANTICIPATED BY DECEMBER 2025. THE EXPANSION ENHANCES SUN HEALTH'S SENIOR LIVING SERVICES BY PROVIDING ADDITIONAL HIGH-QUALITY ASSISTED LIVING ACCOMMODATIONS TO MEET THE GROWING NEEDS OF OUR COMMUNITY. 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 SERVICES 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 1099'S AND W-2'S FOR SUN HEALTH COLONNADE. THE NUMBER 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 2022 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 SUN HEALTH COLONNADE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE ORGANIZATION HAS A BOARD OF DIRECTORS ELECTED TO SERVE A TERM OF THREE YEARS OR UNTIL RESIGNED OR REMOVED. THE TERMS OF THE DIRECTORS ARE STAGGERED SUCH THAT APPROXIMATELY ONE-THIRD OF THE DIRECTORS ARE ELECTED EACH YEAR. DIRECTORS ARE ELIGIBLE TO SERVE A MAXIMUM OF THREE CONSECUTIVE TERMS WITHOUT REGARD TO PARTIAL TERMS DUE TO STAGGERING OR FILLING VACANCIES. 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, THE BOARD OF DIRECTOR 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. SUN HEALTH SERVICES 14719 W GRAND AVENUE SURPRISE AZ 85374 262957251 SUPPORT ORG AZ 501(c)(3) Type I NA false LA LOMA SENIOR LIVING SERVICES 14154 DENNY BLVD LITCHFIELD PARK AZ 85340 861028348 SENIOR LIVING AZ 501(c)(3) 10 SUN HLTH SVS 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 SUN CITY WEST AZ 85374 832576991 SENIOR LIVING AZ 501(c)(3) 10 SUN HLTH SVS false SUN HEALTH PARTNERS 14719 W GRAND AVE SURPRISE AZ 85374 860796950 INVESTMENTS AZ SUN HLTH SVS C Corporation false false false false false true false false false false false false false true false true false false false false