{"success":true,"data":{"_id":262957251,"filings":[{"Organization":{"value":null,"Person":["JOEL E BARTHELEMY","PATRICIA LEWIS FINNELL","L BIRT KELLAM","IRENE KOVALA EDD","JOSEPH E LA RUE","LEW LANCASTER","RICHARD V LIVENGOOD","MICHAEL MANDELL","RANDY MCGRANE","DAN MINNIX","HERMAN L ORCUTT","PATRICIA ROURKE","GERALD S SOLOMON","R JACK STEPHENSON","DEAN L STRYCKER MD","RONALD J SYMIC","WILLIAM T SELLNER","SHARON GRAMBOW","RONALD D GUZIAK","JENNIFER DRAGO","BHAKTI B GOSALIA","DEBRA A RICHARDS","TAHLYA VISINTAINER","JOHN W TYLER"],"Title":["DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","PRESIDENT & CEO SHS/SHF","TREASURER","DIRECTOR","CHAIRMAN","DIRECTOR","CHAIRMAN","IMMEDIATE PAST CHAIRMAN","DIRECTOR","VICE CHAIRMAN","DIRECTOR","SECRETARY","DIRECTOR","FORMER CFO","COO","FORMER CEO SHS","VP BUS DEV SHS","EXEC DIR SENIOR LIVING SHS","RN CARE COORD DIR","CHIEF HRO","FINANCE SR MGR SHS"],"Hours":[2.0,2.0,2.0,2.0,32.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,30.0,8.0,18.0,40.0,1.0,40.0,8.0,36.0],"Total Compensation":[0,0,0,0,63358,0,0,0,0,0,0,0,0,0,0,0,61730,56417,56317,59349,44046,23114,18921,31064],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,63358,0,0,0,0,0,0,0,0,0,0,0,61730,56417,56317,59349,44046,23114,18921,31064]},"Basic":{"value":null,"mission":"Sun health champions superior health and wellbeing through philanthropy, inspired living and wellness programs. sun health envisions a world where people live longer, healthier, more purposeful lives.","year":2018,"name":"SUN HEALTH SERVICES","phone":6238325353,"website":"WWW.SUNHEALTH.ORG","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"JOSEPH E LA RUE","year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":15,"tax_period_begin":"2018-07-01T00:00:00","tax_period_end":"2019-06-30T00:00:00","address":"PO BOX 6030, SUN CITY WEST, AZ, 85376, USA","city":"SUN CITY WEST","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":15,"Number of employees total":43,"Total Gross UBI":301398,"Net unrelated business taxable income":0,"Number of employees":43,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":18707203,"Contributions":{"value":4746917,"Other contributions":181944,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":4564973},"Program revenue":{"value":4591842,"Total revenue":{"value":4591842,"LIFE CARE COMMUNITIES":3886531,"LAND LEASE":543938,"HEALTH AND WELLBEING":149374,"MISC MANAGEMENT FEE":11999},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":8870052,"Investment income total":3500197,"Net investment gain":5369855,"Income from invest bond proceeds":0},"Other revenues":{"value":498392,"Other total":0,"Royalties revenue":0,"Net rental income":498392,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":33462612,"Grant expense":{"value":2325016,"Grants to domestic orgs":2325016,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":13498188,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":3253576,"Pension plan contributions":9440000,"Other employee benefits":627316,"Payroll taxes":177296},"Other expenses":{"value":17639408,"Management services":500895,"Legal":110886,"Accounting":0,"Lobbying services":0,"Investment management fees":0,"Other services":1420365,"Advertising":775119,"Office expenses":89591,"Information technology":232593,"Royalties":0,"Occupancy":466379,"Travel":54409,"Conferences and meetings":0,"Interest":8347574,"Payments to affiliates":0,"Depreciation and depletion":552974,"Insurance":192434,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4573058,"SH SENIOR LIVING EXPENS":4424251,"PROPERTY TAX":94588,"MEDICAL DIRECTOR/PHYSIC":54219},"All other expenses":323131},"Functional Expenses":{"value":null,"Program Service Expenses":29071194,"Management And General Expenses":4391418,"Fundraising Expenses":0}},"Assets":{"value":322988166,"Non-interest bearing cash":0,"Savings and temp cash investments":2616434,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":84502740,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":33538186,"Investments publicly traded":160313497,"Investments other":19271907,"Investments program related":245242,"Intangible assets":0,"Other assets":22500160},"Liabilities":{"value":225196247,"Sum of Total Liabilities":0,"Accounts payable, accrued":5979393,"Grants payable":5800000,"Deferred, revenue":18396617,"Tax exempt bond liabilities":60615278,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":117939893,"Unsecured notes loans payable":0,"Other liabilities":16465066},"Fund balance":{"value":97791919,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":87165428,"Temporarily restricted net assets":10626491,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8687664310245715,"percentile":0.7219732061579113},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.7887554863225679,"percentile":0.050614071146696166},"Liabilities to Assets Ratio":{"score":0.697227547959141,"percentile":0.09421032621965708},"Operating Reserve Ratio":{"score":9.652210233917184,"percentile":0.8886705404870683},"Officer Compensation Ratio":{"score":0.01238146023986412,"percentile":0.9499459597264434},"Program Expense Growth":{"score":0.10857807708880758,"percentile":0.6922629029452417},"Revenue Growth":{"score":-0.11793750010885809,"percentile":0.12605453027015964},"Asset Growth":{"score":-0.021254096636656263,"percentile":0.24166717365322177},"Independent Voting Board Pct":{"score":0.9375,"percentile":0.26093132342715336},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.49376217507982156,"percentile":0.30651452098769233}},"source_xml":"202011929349302756_public.xml"},{"Organization":{"value":null,"Person":["A Steven Charney MD","Sandra L Foell","Frank E Joyce","L Birt Kellam","Richard V Livengood","Dean L Strycker MD","Cathy Ross","Darl Bachmann","R Jack Stephenson","Janis Ryan","Jon Wohler","Ronald D Guziak","Larry D Baker","Robert McMillan DDS","Herman Orcutt","Natalya Faynboym MD","Jeffrey Ronn MD","Michael Mandell","William T Sellner","Sharon Grambow","Joseph La Rue","J Warren Tyler","Jennifer Drago","Coiya Tompkins"],"Title":["Director","Assistant Secretary","Director","Director","Treasurer","Director","Director","Secretary","Chairman","Director","Director","President/CEO","Director","Director","Vice Chairman","Director","Director","Director","EVP/CFO","VP/COO","EVP","Controller","EVP Business Dev","VP Public Relations"],"Hours":[2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,28.0,2.0,2.0,2.0,2.0,2.0,2.0,40.0,5.0,40.0,46.0,50.0,50.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,12468,0,0,0,0,0,0,-291,15183,14544,1170,11134,9512],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,12468,0,0,0,0,0,0,-291,15183,14544,1170,11134,9512]},"Basic":{"value":null,"mission":"Sun health services supports and benefits sun health foundation, banner health, and other charitable organizations engaged in promoting/enhancing the delivery of health care in phoenix arizonas west valley.","year":2013,"name":"Sun Health Services","phone":6238326616,"website":"www.sunhealth.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Ronald D Guziak","year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":17,"tax_period_begin":"2013-07-01T00:00:00","tax_period_end":"2014-06-30T00:00:00","address":"PO Box 6030, Sun City West, AZ, 85376, USA","city":"Sun City West","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":18,"Number of independent voting members":17,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":-109393,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":31675442,"Contributions":{"value":6381114,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":6381114},"Program revenue":{"value":3355195,"Total revenue":{"value":3355195,"Life Care Communities Administration":2227276,"Land Rentals":518690,"Care Transitions":596119,"Health and Well Being Center":12960,"Medication Management":150},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":18958198,"Investment income total":4057853,"Net investment gain":14900345,"Income from invest bond proceeds":0},"Other revenues":{"value":2980935,"Other total":1803935,"Royalties revenue":0,"Net rental income":1177000,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":28529339,"Grant expense":{"value":16515216,"Grants to domestic orgs":16515216,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5046769,"Current officers":1672268,"Disqualified persons":0,"Other salaries and wages":2545010,"Pension plan contributions":0,"Other employee benefits":605409,"Payroll taxes":224082},"Other expenses":{"value":6967354,"Management services":61004,"Legal":110923,"Accounting":106968,"Lobbying services":0,"Investment management fees":1083554,"Other services":453904,"Advertising":517713,"Office expenses":175533,"Information technology":178655,"Royalties":0,"Occupancy":382552,"Travel":67464,"Conferences and meetings":29467,"Interest":3108996,"Payments to affiliates":0,"Depreciation and depletion":395113,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":295508,"Taxes Licenses":261690,"Program Supplies":33818},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":25851830,"Management And General Expenses":2677509,"Fundraising Expenses":0}},"Assets":{"value":356375102,"Non-interest bearing cash":0,"Savings and temp cash investments":1032447,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":24240579,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":36543559,"Investments publicly traded":231070556,"Investments other":32063911,"Investments program related":12179693,"Intangible assets":0,"Other assets":19244357},"Liabilities":{"value":133690845,"Sum of Total Liabilities":0,"Accounts payable, accrued":10879452,"Grants payable":31383463,"Deferred, revenue":20806768,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":60077243,"Unsecured notes loans payable":0,"Other liabilities":10543919},"Fund balance":{"value":222684257,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":211903524,"Temporarily restricted net assets":10780733,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9061489297035589,"percentile":0.7810668798788396},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.09932309705417844,"percentile":0.6220482326233283},"Liabilities to Assets Ratio":{"score":0.3751408116047344,"percentile":0.17311174584134256},"Operating Reserve Ratio":{"score":12.491530280459704,"percentile":0.9118902223994338},"Officer Compensation Ratio":{"score":0.002233490232633851,"percentile":0.9914766303288765},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9444444444444444,"percentile":0.26473254673740193},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6879539747213581,"percentile":0.8277853916390004}},"source_xml":"201511349349307576_public.xml"},{"Organization":{"value":null,"Person":["JOSEPH E LA RUE","SHARON GRAMBOW","JENNIFER DRAGO","TAHLYA VISINTAINER","BHAKTI GOSALIA","VINCE BENBENEK","WENDY PARDONCHE","GARY EGAN","KARI DAVIS CURRY","CHARLES KERBY","GERALD S SOLOMON","PATRICIA LEWIS FINNELL","LEW LANCASTER","DEAN L STRYCKER MD","TODD CANTERBURY","ROGER GIMBY","TODD HORNBACK","JONATHAN G HOWARD","L BIRT KELLAM","IRENE KOVALA","RICHARD V LIVENGOOD","RANDY MCGRANE","HERMAN L ORCUTT","RONALD J SYMIC","JOEL E BATHELEMY"],"Title":["PRESIDENT & CEO","CFO","VP BUSINESS DEVELOPMENT","CHIEF OPERATING OFFICER","VP OF OPERATIONS","CHIEF MARKETING OFFICER","SVP HR & ORG DEVELOPMENT","VP OF FINANCE","EXECUTIVE DIRECTOR","EXECUTIVE DIRECTOR","CHAIR","VICE CHAIR","TREASURER","SECRETARY","DIRECTOR BEGIN 01/2021","DIRECTOR, SHF EX-OFFICIO","EX OFFICIO, SHF CHAIR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR END 9/2020"],"Hours":[32.0,8.0,40.0,8.0,32.0,8.0,32.0,32.0,32.0,32.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[528247,428222,347802,298661,273472,224665,185590,183646,175098,169543,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[468999,376813,307698,263000,259915,204834,164121,176424,160665,156632,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[59248,51409,40104,35661,13557,19831,21469,7222,14433,12911,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Sun health champions superior health and wellbeing through philanthropy, inspired living and wellness programs.","year":2020,"name":"SUN HEALTH SERVICES","phone":6238325353,"website":"WWW.SUNHEALTH.ORG","type":"990","affiliation":null,"foreign_countries":["Algeria","Anguilla","Antigua and Barbuda","Argentina","Aruba","Australia","Azerbaijan","Bahamas","Bahrain","Barbados","Belize","Bolivia","Brazil","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Chile","China","Colombia","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","Ecuador","Egypt","El Salvador","Falkland Islands","French Guiana","Grenada","Guadeloupe","Guatemala","Guyana","Haiti","Honduras","Hong Kong","Indonesia","Iran","Iraq","Israel","Jamaica","Japan","Jordan","Kuwait","Lebanon","Libya","Macau","Malaysia","Marshall Islands","Martinique","Micronesia","Mongolia","Montserrat","Morocco","Nauru","New Zealand","Nicaragua","Niue","North Korea","Oman","Palau","Panama","Papua New Guinea","Paraguay","Peru","Philippines","Puerto Rico","Qatar","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Samoa","Saudi Arabia","Sint Maarten","Solomon Islands","South Korea","Sudan","Suriname","Syria","Taiwan","Tonga","Trinidad and Tobago","Tunisia","Turkey","Turks and Caicos Islands","Tuvalu","United Arab Emirates","United States Virgin Islands","Uruguay","Uzbekistan","Vanuatu","Venezuela","Western Sahara","Yemen"],"principal_officer":"JOSEPH E LA RUE","year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":15,"tax_period_begin":"2020-07-01T00:00:00","tax_period_end":"2021-06-30T00:00:00","address":"PO BOX 6030, SUN CITY WEST, AZ, 85376, USA","city":"SUN CITY WEST","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":14,"Number of employees total":48,"Total Gross UBI":-609723,"Net unrelated business taxable income":0,"Number of employees":48,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":23867494,"Contributions":{"value":5016623,"Other contributions":105307,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":4911316},"Program revenue":{"value":5493549,"Total revenue":{"value":5493549,"LIFE CARE COMMUNITIES":4235069,"LAND LEASE":1030908,"OTHER REVENUE":175397,"HEALTH AND WELLBEING":52175},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":12403170,"Investment income total":1053345,"Net investment gain":11349825,"Income from invest bond proceeds":0},"Other revenues":{"value":954152,"Other total":249816,"Royalties revenue":0,"Net rental income":704336,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":21312524,"Grant expense":{"value":2401643,"Grants to domestic orgs":2401643,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":11689835,"Current officers":1827597,"Disqualified persons":0,"Other salaries and wages":4745066,"Pension plan contributions":3976962,"Other employee benefits":617931,"Payroll taxes":522279},"Other expenses":{"value":7221046,"Management services":0,"Legal":0,"Accounting":186177,"Lobbying services":0,"Investment management fees":0,"Other services":1599085,"Advertising":231872,"Office expenses":671478,"Information technology":165504,"Royalties":0,"Occupancy":612455,"Travel":16120,"Conferences and meetings":31949,"Interest":1972011,"Payments to affiliates":0,"Depreciation and depletion":1317953,"Insurance":219233,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":197209,"LICENSES, DUES, SUBSCRIPTIONS":136944,"REPAIRS AND MAINTENANCE":41987,"RECRUITING & RETENTION":18278},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":17792828,"Management And General Expenses":3519696,"Fundraising Expenses":0}},"Assets":{"value":226573617,"Non-interest bearing cash":2320972,"Savings and temp cash investments":2240349,"Pledges and grants receivable":0,"Accounts receivable":457473,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":6252537,"Inventories for sale or use":0,"Prepaid expenses deferred charges":58872,"Land, building, equipment":33571817,"Investments publicly traded":158073033,"Investments other":18364331,"Investments program related":0,"Intangible assets":142134,"Other assets":5092099},"Liabilities":{"value":97342400,"Sum of Total Liabilities":0,"Accounts payable, accrued":3640462,"Grants payable":0,"Deferred, revenue":17041491,"Tax exempt bond liabilities":23128845,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":332554,"Unsecured notes loans payable":0,"Other liabilities":53199048},"Fund balance":{"value":129231217,"Net assets without donor restriction":118605726,"Net assets with donor restriction":10625491,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8348531595788466,"percentile":0.6713228956039087},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.10704810484083499,"percentile":0.6351568953257386},"Liabilities to Assets Ratio":{"score":0.42962813274062706,"percentile":0.15536155861777387},"Operating Reserve Ratio":{"score":10.631008180917474,"percentile":0.8978422511836992},"Officer Compensation Ratio":{"score":0.13207942897800373,"percentile":0.4563699880881855},"Program Expense Growth":{"score":-0.06167709873856928,"percentile":0.1812346347603815},"Revenue Growth":{"score":-0.06954023194733668,"percentile":0.18436351348362515},"Asset Growth":{"score":-0.06595513880180853,"percentile":0.14004912489447904},"Independent Voting Board Pct":{"score":0.9333333333333333,"percentile":0.25846041760016036},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.49616686458420467,"percentile":0.31229427825828543}},"source_xml":"202241369349310039_public.xml"},{"Organization":{"value":null,"Person":["Joel E Barthelemy","Larry D Baker","Jeffrey G Ronn MD","Gerald S Solomon","A Steven Charney MD","Jon Wohler","L Birt Kellam","Frank E Joyce","Dean L Strycker MD","John Luke","Sandra L Foell","Richard V Livengood","Herman Orcutt","Michael Mandell","R Jack Stephenson","Ronald D Guziak","William T Sellner","Joseph La Rue","Sharon Grambow","Jennifer Drago","Ronald Austerlade","John W Tyler","Debra Richards"],"Title":["Director","Director","Director","Director/Ex-Officio","Director","Director","Director","Director","Director","Director","Secretary","Treasurer","Chairman","Vice Chairman","Immediate Past Chairman","President/CEO","EVP/CFO","EVP","EVP/COO","EVP Business Development","VP Marketing Communication","Controller","RN Case Mgmt Services Director"],"Hours":[2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,28.0,40.0,40.0,5.0,50.0,50.0,46.0,50.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,15016,37144,23260,15680,13636,14838,8036,11950],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,15016,37144,23260,15680,13636,14838,8036,11950]},"Basic":{"value":null,"mission":"Sun health services supports and benefits sun health foundation, sun health senior living, banner health, and other charitable organizations engaged in promoting/enhancing the delivery of health care in arizona.","year":2016,"name":"Sun Health Services","phone":6238326616,"website":"www.sunhealth.org","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"Sharon Grambow","year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":15,"tax_period_begin":"2016-07-01T00:00:00","tax_period_end":"2017-06-30T00:00:00","address":"PO Box 6030, Sun City West, AZ, 85376, USA","city":"Sun City West","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":-133463,"Net unrelated business taxable income":-221509,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":26553406,"Contributions":{"value":4011762,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":4011762},"Program revenue":{"value":4327674,"Total revenue":{"value":4327674,"Life Care Communities Administration":2980309,"Land Rentals":538562,"Care Transitions":662300,"Health and Well Being Center":146503},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":17647753,"Investment income total":3197649,"Net investment gain":14450104,"Income from invest bond proceeds":0},"Other revenues":{"value":566217,"Other total":0,"Royalties revenue":0,"Net rental income":566217,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":100813088,"Grant expense":{"value":84929421,"Grants to domestic orgs":84929421,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8868168,"Current officers":1729503,"Disqualified persons":0,"Other salaries and wages":4409146,"Pension plan contributions":1642929,"Other employee benefits":699986,"Payroll taxes":386604},"Other expenses":{"value":7015499,"Management services":334053,"Legal":48919,"Accounting":111054,"Lobbying services":0,"Investment management fees":723343,"Other services":304683,"Advertising":1306498,"Office expenses":191676,"Information technology":167337,"Royalties":0,"Occupancy":404445,"Travel":83975,"Conferences and meetings":25228,"Interest":2406892,"Payments to affiliates":0,"Depreciation and depletion":602392,"Insurance":212419,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":92585,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":97628439,"Management And General Expenses":3184649,"Fundraising Expenses":0}},"Assets":{"value":335642436,"Non-interest bearing cash":0,"Savings and temp cash investments":3389975,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":78895532,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":36894496,"Investments publicly traded":176540926,"Investments other":19021134,"Investments program related":203078,"Intangible assets":0,"Other assets":20697295},"Liabilities":{"value":229150062,"Sum of Total Liabilities":0,"Accounts payable, accrued":10310047,"Grants payable":3964407,"Deferred, revenue":19300035,"Tax exempt bond liabilities":63289880,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":127342711,"Unsecured notes loans payable":0,"Other liabilities":4942982},"Fund balance":{"value":106492374,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":95617580,"Temporarily restricted net assets":10874794,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9684103615594039,"percentile":0.8720173120765631},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-2.7966160725294524,"percentile":0.01936462523837406},"Liabilities to Assets Ratio":{"score":0.6827207689554488,"percentile":0.09660531305255533},"Operating Reserve Ratio":{"score":3.3293537839055185,"percentile":0.7339219713438605},"Officer Compensation Ratio":{"score":0.0013843440645325733,"percentile":0.9943888955906751},"Program Expense Growth":{"score":0.49203520862935973,"percentile":0.9285651854625661},"Revenue Growth":{"score":-0.12512652740326372,"percentile":0.11979951011394373},"Asset Growth":{"score":-0.011529138636288828,"percentile":0.27493988354355287},"Independent Voting Board Pct":{"score":0.9375,"percentile":0.26093132342715336},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.551786107751891,"percentile":0.4626297625601879}},"source_xml":"201821319349303672_public.xml"},{"Organization":{"value":null,"Person":["IRENE KOVALA EDD","JOSEPH E LA RUE","LEW LANCASTER","NEAL HASKELL","PATRICIA LEWIS FINNELL","ROGER GIMBY","GARY MARRER","GERALD SOLOMON","HERMAN L ORCUTT","JOAN SMITH","L BIRT KELLAM","MARK REIFSTECK","MICHAEL BARNES","RANDY MCGRANE","REV LOWELL NELSON","RONALD J SYMIC","AMY RUNGE","NORA HANNAH","JOHN COUTURE","KIMBERLY THOMPSON","WENDY NORMAN","KARI DAVIS-CURRY","KATHLEEN FREDERICK","MICHELLE MARTINEZ","NEAL SMITH","YUNXIANG LI","SHARON GRAMBOW","TAHLYA VISINTAINER"],"Title":["VICE CHAIR END/CHAIR BEG 09/23","PRESIDENT & CEO","TREASURER","DIRECTOR; VICE CHAIR BEG 09/23","CHAIR END 09/23","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR, EX-OFFICIO, SHF","DIRECTOR END 10/23","DIRECTOR BEG 09/23","DIRECTOR, VICE CHAIR BEG 09/23, SHF","DIRECTOR END 02/24","DIRECTOR END 03/24","DIRECTOR","CFO","CHIEF ENGAGEMENT OFFICER BEG 10/23","COO","CHIEF EXPERIENCE OFFICER","SVP HR G DEVELOPMENT","VP COMMUNITY OPS","DIR OF SALES & BUS DEV","VP COMMUNITY OPS","VP OF FACILITIES & CONSTRUCTION MANAGEMENT","VP OF ACCOUNTING & FINANCIAL REPORTING","FORMER CFO","FORMER COO"],"Hours":[2.0,32.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,32.0,34.0,32.0,32.0,32.0,34.0,34.0,34.0,34.0,34.0,32.0,32.0],"Total Compensation":[0,753890,0,0,0,0,0,0,0,0,0,0,0,0,0,0,274950,22500,378631,279954,245620,180801,183534,217443,213015,175942,115672,161538],"Direct compensation":[0,669661,0,0,0,0,0,0,0,0,0,0,0,0,0,0,274950,22500,325817,236752,231836,169977,175988,207131,199136,158254,113217,158246],"Other compensation":[0,84229,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,52814,43202,13784,10824,7546,10312,13879,17688,2455,3292]},"Basic":{"value":null,"mission":"Sun health champions superior health and wellbeing through philanthropy, inspired living and wellness programs.","year":2023,"name":"Sun Health Services","phone":6238325353,"website":"WWW.SUNHEALTH.ORG","type":"990","affiliation":null,"foreign_countries":["Afghanistan","Albania","Algeria","Andorra","Argentina","Australia","Austria","Azerbaijan","Bahrain","Bangladesh","Belarus","Belgium","Bermuda","Bhutan","Bolivia","Bosnia and Herzegovina","Brazil","Bulgaria","Canada","Chile","China","Colombia","Croatia","Cyprus","Czechia","Denmark","Ecuador","Egypt","Estonia","Falkland Islands","Faroe Islands","Finland","France","French Guiana","Germany","Gibraltar","Greece","Greenland","Guernsey","Guyana","Hong Kong","Hungary","Iceland","India","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Maldives","Malta","Marshall Islands","Mexico","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Morocco","Nauru","Nepal","Netherlands","New Zealand","Niue","North Korea","North Macedonia","Norway","Oman","Pakistan","Palau","Papua New Guinea","Paraguay","Peru","Philippines","Poland","Portugal","Qatar","Romania","Russia","Saint Pierre and Miquelon","Samoa","San Marino","Saudi Arabia","Serbia","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sri Lanka","Sudan","Suriname","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Tunisia","Turkey","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","United States","United States Minor Outlying Islands","Uruguay","Uzbekistan","Vanuatu","Vatican City","Venezuela","Western Sahara","Yemen","Åland Islands"],"principal_officer":null,"year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":115,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"PO BOX 6030, SUN CITY WEST, AZ, 85376, USA","city":"SUN CITY WEST","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":11,"Number of independent voting members":11,"Number of employees total":33,"Total Gross UBI":655508,"Net unrelated business taxable income":330618,"Number of employees":33,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":21334560,"Contributions":{"value":3914765,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":3914765},"Program revenue":{"value":9609471,"Total revenue":{"value":9609471,"LIFE CARE COMMUNITIES":8441289,"LAND LEASE":1076204,"HEALTH AND WELLBEING":61775,"OTHER REVENUE":30203},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":7191379,"Investment income total":2654472,"Net investment gain":4536907,"Income from invest bond proceeds":0},"Other revenues":{"value":618945,"Other total":-84511,"Royalties revenue":0,"Net rental income":703456,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":21187144,"Grant expense":{"value":2076606,"Grants to domestic orgs":2076606,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":9589673,"Current officers":1997995,"Disqualified persons":0,"Other salaries and wages":5561963,"Pension plan contributions":173085,"Other employee benefits":1331042,"Payroll taxes":525588},"Other expenses":{"value":9520865,"Management services":662418,"Legal":112371,"Accounting":98755,"Lobbying services":0,"Investment management fees":0,"Other services":1700745,"Advertising":346465,"Office expenses":759537,"Information technology":805365,"Royalties":0,"Occupancy":759101,"Travel":191999,"Conferences and meetings":375799,"Interest":2141598,"Payments to affiliates":0,"Depreciation and depletion":1086231,"Insurance":305973,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":174508,"LICENSES, DUES, SUBSCRIPTIONS":119691,"REPAIRS AND MAINTENANCE":54817},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":16642744,"Management And General Expenses":4544400,"Fundraising Expenses":0}},"Assets":{"value":219457491,"Non-interest bearing cash":273921,"Savings and temp cash investments":3439833,"Pledges and grants receivable":0,"Accounts receivable":522583,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":28445294,"Inventories for sale or use":0,"Prepaid expenses deferred charges":119468,"Land, building, equipment":32544997,"Investments publicly traded":134723206,"Investments other":16881030,"Investments program related":0,"Intangible assets":93017,"Other assets":2414142},"Liabilities":{"value":100653041,"Sum of Total Liabilities":0,"Accounts payable, accrued":2518099,"Grants payable":0,"Deferred, revenue":15686362,"Tax exempt bond liabilities":16360759,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":28997117,"Unsecured notes loans payable":0,"Other liabilities":37090704},"Fund balance":{"value":118804450,"Net assets without donor restriction":108178959,"Net assets with donor restriction":10625491,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7855114403338175,"percentile":0.6080715845101625},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.006909727690657787,"percentile":0.41617925281030205},"Liabilities to Assets Ratio":{"score":0.4586448179160127,"percentile":0.14683100553395179},"Operating Reserve Ratio":{"score":10.35804972109502,"percentile":0.8954286750147881},"Officer Compensation Ratio":{"score":0.15119970865351176,"percentile":0.4094768032186807},"Program Expense Growth":{"score":-0.10031480254898119,"percentile":0.14078565485376618},"Revenue Growth":{"score":-0.04917029019067388,"percentile":0.22161982680688527},"Asset Growth":{"score":-0.06484344377650936,"percentile":0.14156756130869258},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.49494653877417505,"percentile":0.3093719021122982}},"source_xml":"202541229349301519_public.xml"},{"Organization":{"value":null,"Person":["A Steven Charney MD","Sandra L Foell","Frank E Joyce","L Birt Kellam","Richard V Livengood","Dean L Strycker MD","Cathy Ross","Darl Bachmann","R Jack Stephenson","Janis Ryan","Jon Wohler","Ronald D Guziak","Larry D Baker","Robert McMillan DDS","Herman Orcutt","Natalya Faynboym MD","Jeffrey G Ronn MD","Michael Mandell","William T Sellner","Joseph La Rue","Jennifer Drago","Sharon Grambow","J Warren Tyler","Nancy Webber","Ronald Austerlade"],"Title":["Director","Assistant Secretary","Director","Director","Treasurer","Director","Director","Secretary","Chairman","Director","Director","President/CEO","Director","Director","Vice Chairman","Director","Director","Director","EVP/CFO","EVP","EVP Business Dev","VP/COO","Controller","RN Case Mgmt Services Director","VP Marketing Communication"],"Hours":[2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,28.0,2.0,2.0,2.0,2.0,2.0,2.0,40.0,40.0,50.0,5.0,46.0,50.0,50.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,14624,0,0,0,0,0,0,63456,24948,10294,17782,54162,9390,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,14624,0,0,0,0,0,0,63456,24948,10294,17782,54162,9390,0]},"Basic":{"value":null,"mission":"Sun health services supports and benefits sun health foundation, banner health, and other charitable organizations engaged in promoting/enhancing the delivery of health care in arizona.","year":2014,"name":"Sun Health Services","phone":6238326616,"website":"www.sunhealth.org","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"Ronald D Guziak","year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":17,"tax_period_begin":"2014-07-01T00:00:00","tax_period_end":"2015-06-30T00:00:00","address":"PO Box 6030, Sun City West, AZ, 85376, USA","city":"Sun City West","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":18,"Number of independent voting members":17,"Number of employees total":0,"Total Gross UBI":37112,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":39426650,"Contributions":{"value":4574513,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":4574513},"Program revenue":{"value":3741173,"Total revenue":{"value":3741173,"Life Care Communities Administration":2326762,"Land Rentals":504694,"Care Transitions":834234,"Health and Well Being Center":75363,"Medication Management":120},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":27175810,"Investment income total":3702011,"Net investment gain":23473799,"Income from invest bond proceeds":0},"Other revenues":{"value":3935154,"Other total":2606802,"Royalties revenue":0,"Net rental income":1328352,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":28549338,"Grant expense":{"value":14832082,"Grants to domestic orgs":14832082,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7148073,"Current officers":1671815,"Disqualified persons":0,"Other salaries and wages":3202302,"Pension plan contributions":1349115,"Other employee benefits":643898,"Payroll taxes":280943},"Other expenses":{"value":6569183,"Management services":29639,"Legal":136191,"Accounting":77301,"Lobbying services":0,"Investment management fees":779203,"Other services":511863,"Advertising":708758,"Office expenses":152776,"Information technology":137881,"Royalties":0,"Occupancy":230692,"Travel":91321,"Conferences and meetings":37176,"Interest":3000052,"Payments to affiliates":0,"Depreciation and depletion":425558,"Insurance":143466,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":107306,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":25524424,"Management And General Expenses":3024914,"Fundraising Expenses":0}},"Assets":{"value":353007249,"Non-interest bearing cash":0,"Savings and temp cash investments":3852660,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":31932903,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":36948481,"Investments publicly traded":218444089,"Investments other":31199281,"Investments program related":7751670,"Intangible assets":0,"Other assets":22878165},"Liabilities":{"value":144642052,"Sum of Total Liabilities":0,"Accounts payable, accrued":7005980,"Grants payable":31092160,"Deferred, revenue":20351705,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":77346721,"Unsecured notes loans payable":0,"Other liabilities":8845486},"Fund balance":{"value":208365197,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":197584464,"Temporarily restricted net assets":10780733,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8940460896151077,"percentile":0.7611316088389066},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.27588729958036,"percentile":0.8197039178637934},"Liabilities to Assets Ratio":{"score":0.4097424412947395,"percentile":0.16157209623209495},"Operating Reserve Ratio":{"score":12.36481381809974,"percentile":0.9110477038489699},"Officer Compensation Ratio":{"score":0.006818231652166506,"percentile":0.9739922941939795},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9444444444444444,"percentile":0.26473254673740193},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7225378699621882,"percentile":0.8832875401744227}},"source_xml":"201611349349304801_public.xml"},{"Organization":{"value":null,"Person":["JOSEPH LA RUE","SHARON GRAMBOW","JENNIFER DRAGO","TAHLYA VISINTAINER","VINCE BENBENEK","BHAKTI GOSALIA","WENDY LABADIE","BARBARA MASON","KARI DAVIS-CURRY","CHARLES KERBY","GERALD S SOLOMON","PATRICIA LEWIS FINNELL","LEW LANCASTER","HERMAN L ORCUTT","TODD HORNBACK","JONATHAN HOWARD","L BIRT KELLAM","IRENE KOVALA EDD","RANDY MCGRANE","PATRICIA ROURKE","RONALD J SYMIC","TODD CANTERBURY","ROGER GIMBY","JOAN SMITH"],"Title":["PRESIDENT & CEO","CFO","VP BUSINESS DEVELOPMENT","CHIEF OPERATING OFFICER","CHIEF MARKETING OFFICER","VP OF OPERATIONS","SVP HR & ORG DEVELOPMENT","VP HOME & COMMUNITY SERVICES","EXECUTIVE DIRECTOR","EXECUTIVE DIRECTOR","DIRECTOR","CHAIR","TREASURER","DIRECTOR","EX-OFFICIO, SHF CHAIR","DIRECTOR","DIRECTOR","VICE CHAIR","DIRECTOR","SECRETARY","DIRECTOR","DIRECTOR END 08/2021","DIRECTOR, EX-OFFICIO, SHF","DIRECTOR, EX-OFFICIO, SHF"],"Hours":[32.0,8.0,40.0,8.0,8.0,32.0,32.0,32.0,32.0,32.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[501651,443967,335767,316843,252688,232017,168225,159024,155999,146892,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[414864,391324,279904,279421,215499,214696,145691,142116,139010,133016,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[86787,52643,55863,37422,37189,17321,22534,16908,16989,13876,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Sun health champions superior health and wellbeing through philanthropy, inspired living and wellness programs.","year":2021,"name":"SUN HEALTH SERVICES","phone":6238325353,"website":"WWW.SUNHEALTH.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Anguilla","Antigua and Barbuda","Aruba","Australia","Austria","Bahamas","Barbados","Belarus","Belgium","Belize","Bermuda","Bosnia and Herzegovina","British Virgin Islands","Bulgaria","Canada","Caribbean Netherlands","Cayman Islands","China","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","El Salvador","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Haiti","Honduras","Hong Kong","Hungary","Iceland","Indonesia","Ireland","Isle of Man","Italy","Jamaica","Japan","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Martinique","Mexico","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Nauru","Netherlands","New Zealand","Nicaragua","Niue","North Korea","North Macedonia","Norway","Palau","Panama","Papua New Guinea","Philippines","Poland","Portugal","Puerto Rico","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Pierre and Miquelon","Saint Vincent and the Grenadines","Samoa","San Marino","Serbia","Sint Maarten","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Taiwan","Tonga","Trinidad and Tobago","Turks and Caicos Islands","Tuvalu","Ukraine","United Kingdom","United States","United States Minor Outlying Islands","United States Virgin Islands","Vanuatu","Vatican City","Åland Islands"],"principal_officer":"JOSEPH E LA RUE","year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":14,"tax_period_begin":"2021-07-01T00:00:00","tax_period_end":"2022-06-30T00:00:00","address":"PO BOX 6030, SUN CITY WEST, AZ, 85376, USA","city":"SUN CITY WEST","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":13,"Number of employees total":51,"Total Gross UBI":895156,"Net unrelated business taxable income":0,"Number of employees":51,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":26899475,"Contributions":{"value":3704992,"Other contributions":19493,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":3685499},"Program revenue":{"value":5338015,"Total revenue":{"value":5338015,"LIFE CARE COMMUNITIES":4193118,"LAND LEASE":1051338,"HEALTH AND WELLBEING":58171,"OTHER REVENUE":35388},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":14448473,"Investment income total":1521119,"Net investment gain":12927354,"Income from invest bond proceeds":0},"Other revenues":{"value":3407995,"Other total":2733389,"Royalties revenue":0,"Net rental income":674606,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":18234692,"Grant expense":{"value":2284036,"Grants to domestic orgs":2284036,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8630714,"Current officers":1850916,"Disqualified persons":0,"Other salaries and wages":5040810,"Pension plan contributions":215098,"Other employee benefits":1047344,"Payroll taxes":476546},"Other expenses":{"value":7319942,"Management services":0,"Legal":186369,"Accounting":78674,"Lobbying services":0,"Investment management fees":0,"Other services":1724442,"Advertising":347187,"Office expenses":455176,"Information technology":323161,"Royalties":0,"Occupancy":632225,"Travel":57703,"Conferences and meetings":35472,"Interest":1801753,"Payments to affiliates":0,"Depreciation and depletion":1191836,"Insurance":230001,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":255943,"LICENSES, DUES, SUBSCRIPTIONS":193674,"REPAIRS AND MAINTENANCE":62269},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":14457243,"Management And General Expenses":3777449,"Fundraising Expenses":0}},"Assets":{"value":210112721,"Non-interest bearing cash":3291298,"Savings and temp cash investments":3295857,"Pledges and grants receivable":0,"Accounts receivable":81264,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":13364446,"Inventories for sale or use":0,"Prepaid expenses deferred charges":63126,"Land, building, equipment":33050525,"Investments publicly traded":134919047,"Investments other":20916474,"Investments program related":0,"Intangible assets":134564,"Other assets":996120},"Liabilities":{"value":80356682,"Sum of Total Liabilities":0,"Accounts payable, accrued":2771312,"Grants payable":0,"Deferred, revenue":16589780,"Tax exempt bond liabilities":21759931,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":6336087,"Unsecured notes loans payable":0,"Other liabilities":32899572},"Fund balance":{"value":129756039,"Net assets without donor restriction":119130548,"Net assets with donor restriction":10625491,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7928427307683618,"percentile":0.6162934110993853},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3221171788668738,"percentile":0.848203031011403},"Liabilities to Assets Ratio":{"score":0.38244558262609907,"percentile":0.17057767279055705},"Operating Reserve Ratio":{"score":11.52269097827372,"percentile":0.9050589308279943},"Officer Compensation Ratio":{"score":0.1487863354094492,"percentile":0.4149633683622403},"Program Expense Growth":{"score":-0.08752102885051662,"percentile":0.1522517975563003},"Revenue Growth":{"score":-0.04474922088804231,"percentile":0.23104771167666288},"Asset Growth":{"score":-0.07074306379778543,"percentile":0.1338413665703439},"Independent Voting Board Pct":{"score":0.9285714285714286,"percentile":0.2554649107023994},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5156860164367162,"percentile":0.36199687103967837}},"source_xml":"202331329349309778_public.xml"},{"Organization":{"value":null,"Person":["JOSEPH LA RUE","SHARON GRAMBOW","WILLIAM SELLNER","RONALD GUZIAK","JENNIFER DRAGO","BHAKTI GOSALIA","TAHLYA VISINTAINER","JOHN TYLER","KARI DAVIS-CURRY","DONATO LIGUORI","BARBARA MASON","GERALD S SOLOMON","PATRICIA LEWIS FINNELL","LEW LANCASTER","DEAN L STRYCKER MD","DAN MINNIX","HERMAN L ORCUTT","JOEL E BARTHELEMY","TODD HORNBACK","JONATHAN HOWARD","L BIRT KELLAM","IRENE KOVALA EDD","RICHARD V LIVENGOOD","RANDY MCGRANE","PATRICIA ROURKE","RONALD J SYMIC"],"Title":["PRESIDENT & CEO SHS/SHF","CFO","FORMER CFO","FORMER CEO SHS","VP BUS DEV SHS","EXEC DIR SENIOR LIVING SHS","CHIEF HR OFFICER","FINANCE SR MGR SHS","EXEC DIR SENIOR LIVING SHS","EXEC DIR SENIOR LIVING SHS","EXEC DIR SENIOR LIVING SHS","CHAIRMAN","VICE CHAIRMAN","TREASURER","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","EX-OFFICIO, SHF CHAIRMAN","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR"],"Hours":[32.0,8.0,30.0,18.0,40.0,1.0,8.0,36.0,40.0,40.0,40.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0],"Total Compensation":[66785,56828,44109,26167,59759,44862,22210,29580,28299,21079,22680,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[66785,56828,44109,26167,59759,44862,22210,29580,28299,21079,22680,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Sun health champions superior health and wellbeing through philanthropy, inspired living and wellness programs. sun health envisions a world where people live longer, healthier, more purposeful lives.","year":2019,"name":"SUN HEALTH SERVICES","phone":6238325353,"website":"WWW.SUNHEALTH.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Algeria","Andorra","Anguilla","Antigua and Barbuda","Argentina","Aruba","Australia","Austria","Azerbaijan","Bahamas","Bahrain","Barbados","Belarus","Belgium","Belize","Bermuda","Bolivia","Bosnia and Herzegovina","Brazil","British Virgin Islands","Bulgaria","Canada","Caribbean Netherlands","Cayman Islands","Chile","China","Colombia","Costa Rica","Croatia","Cuba","Curaçao","Cyprus","Czechia","Denmark","Dominica","Dominican Republic","Ecuador","Egypt","El Salvador","Estonia","Falkland Islands","Faroe Islands","Finland","France","French Guiana","Germany","Gibraltar","Greece","Greenland","Grenada","Guadeloupe","Guatemala","Guernsey","Guyana","Haiti","Honduras","Hong Kong","Hungary","Iceland","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Jamaica","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Martinique","Mexico","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Montserrat","Morocco","Nauru","Netherlands","New Zealand","Nicaragua","Niue","North Korea","North Macedonia","Norway","Oman","Palau","Panama","Papua New Guinea","Paraguay","Peru","Philippines","Poland","Portugal","Puerto Rico","Qatar","Romania","Russia","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Pierre and Miquelon","Saint Vincent and the Grenadines","Samoa","San Marino","Saudi Arabia","Serbia","Sint Maarten","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sudan","Suriname","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Trinidad and Tobago","Tunisia","Turkey","Turks and Caicos Islands","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","United States","United States Minor Outlying Islands","United States Virgin Islands","Uruguay","Uzbekistan","Vanuatu","Vatican City","Venezuela","Western Sahara","Yemen","Åland Islands"],"principal_officer":"JOSEPH E LA RUE","year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":15,"tax_period_begin":"2019-07-01T00:00:00","tax_period_end":"2020-06-30T00:00:00","address":"PO BOX 6030, SUN CITY WEST, AZ, 85376, USA","city":"SUN CITY WEST","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":15,"Number of employees total":38,"Total Gross UBI":340101,"Net unrelated business taxable income":0,"Number of employees":38,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":20668047,"Contributions":{"value":11860479,"Other contributions":28169,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":11832310},"Program revenue":{"value":4854479,"Total revenue":{"value":4854479,"LIFE CARE COMMUNITIES":4156890,"LAND LEASE":564024,"HEALTH AND WELLBEING":121565,"MANAGEMENT FEE":12000},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2664446,"Investment income total":3247351,"Net investment gain":-582905,"Income from invest bond proceeds":0},"Other revenues":{"value":1288643,"Other total":174107,"Royalties revenue":0,"Net rental income":1114536,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":16586339,"Grant expense":{"value":2390000,"Grants to domestic orgs":2390000,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":942328,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":3080307,"Pension plan contributions":-2350000,"Other employee benefits":10170,"Payroll taxes":201851},"Other expenses":{"value":13254011,"Management services":1252319,"Legal":81394,"Accounting":169870,"Lobbying services":0,"Investment management fees":0,"Other services":48834,"Advertising":510666,"Office expenses":129898,"Information technology":160752,"Royalties":0,"Occupancy":340088,"Travel":54967,"Conferences and meetings":0,"Interest":4198955,"Payments to affiliates":0,"Depreciation and depletion":926999,"Insurance":197405,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":4893456,"SH SENIOR LIVING EXPENS":4546883,"PROPERTY TAX":159680,"DUES & SUBSCRIPTIONS":125581,"SUPPLIES":61312},"All other expenses":288408},"Functional Expenses":{"value":null,"Program Service Expenses":14050478,"Management And General Expenses":2535861,"Fundraising Expenses":0}},"Assets":{"value":225040423,"Non-interest bearing cash":0,"Savings and temp cash investments":13000418,"Pledges and grants receivable":0,"Accounts receivable":141895,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":3155440,"Inventories for sale or use":0,"Prepaid expenses deferred charges":326633,"Land, building, equipment":34505363,"Investments publicly traded":152070136,"Investments other":17766281,"Investments program related":0,"Intangible assets":0,"Other assets":4074257},"Liabilities":{"value":120795805,"Sum of Total Liabilities":0,"Accounts payable, accrued":5465981,"Grants payable":0,"Deferred, revenue":17944908,"Tax exempt bond liabilities":27688448,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":15522598,"Unsecured notes loans payable":0,"Other liabilities":54173870},"Fund balance":{"value":104244618,"Net assets without donor restriction":93618127,"Net assets with donor restriction":10626491,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8471114692639528,"percentile":0.6887725262420146},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.19748880965869683,"percentile":0.7537803063946102},"Liabilities to Assets Ratio":{"score":0.5367738088547763,"percentile":0.12626652442591602},"Operating Reserve Ratio":{"score":13.567817648005386,"percentile":0.9185782312526487},"Officer Compensation Ratio":{"score":0.025464208828723446,"percentile":0.8838356335654322},"Program Expense Growth":{"score":-0.02017559460920049,"percentile":0.2594153732516082},"Revenue Growth":{"score":-0.09636186702941169,"percentile":0.14805488806783934},"Asset Growth":{"score":-0.05687914994540031,"percentile":0.15338170312156996},"Independent Voting Board Pct":{"score":0.9375,"percentile":0.26093132342715336},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5504604479427359,"percentile":0.4586580667920837}},"source_xml":"202121379349308517_public.xml"},{"Organization":{"value":null,"Person":["JOSEPH E LA RUE","SHARON GRAMBOW","TAHLYA VISINTAINER","CARLA WRIGHT","VINCE BENBENEK","PAUL VANDERVEEN","WENDY LABADIE","CHARLES KERBY","BARBARA MASON","DONALD FRIDAY","JENNIFER DRAGO","PATRICIA LEWIS FINNELL","LEW LANCASTER","HERMAN L ORCUTT","L BIRT KELLAM","IRENE KOVALA EDD","RANDY MCGRANE","ROGER GIMBY","RONALD J SYMIC","MICHAEL BARNES","JOAN SMITH","NEAL HASKELL","GARY MARRER","REV LOWELL NELSON","GERALD SOLOMON","AMY RUNGE"],"Title":["PRESIDENT & CEO","CFO END 3/23","COO END 8/22","SENIOR VP OF FINANCE END 3/23","CHIEF MARKETING OFF. END 10/22","VP RE PLN & DVLPMT END 12/22","SVP HR & ORG DEVELOPMENT","EXECUTIVE DIRECTOR END 5/23","VP HOME & COMMUNITY SERVICES","VP OF IT END 5/23","CSO END 7/22","CHAIR","TREASURER","DIRECTOR","DIRECTOR","VICE CHAIR","DIRECTOR","SECRETARY","DIRECTOR","DIRECTOR, EX-OFFICIO, SHF","DIRECTOR, EX-OFFICIO, SHF","DIRECTOR","DIRECTOR","DIRECTOR BEG 12/22","DIRECTOR","CFO BEG 3/23"],"Hours":[32.0,8.0,8.0,32.0,8.0,32.0,32.0,32.0,32.0,32.0,40.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,8.0],"Total Compensation":[493202,351787,326370,202451,196386,175615,174930,173238,170590,167906,135042,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[401589,328675,311551,187177,176786,163336,167734,157961,153809,153792,133518,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[91613,23112,14819,15274,19600,12279,7196,15277,16781,14114,1524,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Sun health champions superior health and wellbeing through philanthropy, inspired living and wellness programs.","year":2022,"name":"SUN HEALTH SERVICES","phone":6238325353,"website":"WWW.SUNHEALTH.ORG","type":"990","affiliation":null,"foreign_countries":["Albania","Andorra","Australia","Austria","Belarus","Belgium","Bermuda","Bosnia and Herzegovina","Bulgaria","Canada","China","Croatia","Cyprus","Czechia","Denmark","Estonia","Faroe Islands","Finland","France","Germany","Gibraltar","Greece","Greenland","Guernsey","Hong Kong","Hungary","Iceland","Indonesia","Ireland","Isle of Man","Italy","Japan","Jersey","Kosovo","Latvia","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Malta","Marshall Islands","Mexico","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Nauru","Netherlands","New Zealand","Niue","North Korea","North Macedonia","Norway","Palau","Papua New Guinea","Philippines","Poland","Portugal","Romania","Russia","Saint Pierre and Miquelon","Samoa","San Marino","Serbia","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Svalbard and Jan Mayen","Sweden","Switzerland","Taiwan","Tonga","Tuvalu","Ukraine","United Kingdom","United States","United States Minor Outlying Islands","Vanuatu","Vatican City","Åland Islands"],"principal_officer":"JOSEPH E LA RUE","year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":14,"tax_period_begin":"2022-07-01T00:00:00","tax_period_end":"2023-06-30T00:00:00","address":"PO BOX 6030, SUN CITY WEST, AZ, 85376, USA","city":"SUN CITY WEST","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":39,"Total Gross UBI":871264,"Net unrelated business taxable income":0,"Number of employees":39,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":15715924,"Contributions":{"value":4253758,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":4253758},"Program revenue":{"value":5535021,"Total revenue":{"value":5535021,"LIFE CARE COMMUNITIES":4390441,"LAND LEASE":1085086,"HEALTH AND WELLBEING":44985,"OTHER REVENUE":14509},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":4615936,"Investment income total":2652002,"Net investment gain":1963934,"Income from invest bond proceeds":0},"Other revenues":{"value":1311209,"Other total":593051,"Royalties revenue":0,"Net rental income":718158,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":17210032,"Grant expense":{"value":2307028,"Grants to domestic orgs":2307028,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7307637,"Current officers":1677717,"Disqualified persons":0,"Other salaries and wages":4465656,"Pension plan contributions":121956,"Other employee benefits":609712,"Payroll taxes":432596},"Other expenses":{"value":7595367,"Management services":0,"Legal":7180,"Accounting":129378,"Lobbying services":0,"Investment management fees":0,"Other services":1776375,"Advertising":170838,"Office expenses":875387,"Information technology":457399,"Royalties":0,"Occupancy":695813,"Travel":63456,"Conferences and meetings":94714,"Interest":1865065,"Payments to affiliates":0,"Depreciation and depletion":966191,"Insurance":298932,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":194639,"LICENSES, DUES, SUBSCRIPTIONS":118457,"REPAIRS AND MAINTENANCE":62508,"BAD DEBT":13674},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":13631849,"Management And General Expenses":3578183,"Fundraising Expenses":0}},"Assets":{"value":215374768,"Non-interest bearing cash":1674252,"Savings and temp cash investments":3090243,"Pledges and grants receivable":0,"Accounts receivable":206619,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":25236141,"Inventories for sale or use":0,"Prepaid expenses deferred charges":16916,"Land, building, equipment":32641471,"Investments publicly traded":133732727,"Investments other":16973031,"Investments program related":0,"Intangible assets":108783,"Other assets":1694585},"Liabilities":{"value":98901718,"Sum of Total Liabilities":0,"Accounts payable, accrued":2259431,"Grants payable":0,"Deferred, revenue":16138072,"Tax exempt bond liabilities":21713187,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":21380355,"Unsecured notes loans payable":0,"Other liabilities":37410673},"Fund balance":{"value":116473050,"Net assets without donor restriction":105847559,"Net assets with donor restriction":10625491,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7920873709008792,"percentile":0.615421362570791},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.09506968855283342,"percentile":0.22825295887503544},"Liabilities to Assets Ratio":{"score":0.45920754282600085,"percentile":0.14668044828778515},"Operating Reserve Ratio":{"score":12.514489688339918,"percentile":0.9120409824950554},"Officer Compensation Ratio":{"score":0.14918722986685906,"percentile":0.4140520339704046},"Program Expense Growth":{"score":-0.10097038871624152,"percentile":0.14026637509308046},"Revenue Growth":{"score":-0.05619880514665911,"percentile":0.20767355637175236},"Asset Growth":{"score":-0.06911165738392483,"percentile":0.13590118051702535},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.46522365080050376,"percentile":0.24227504173180334}},"source_xml":"202430869349301303_public.xml"},{"Organization":{"value":null,"Person":["A Steven Charney MD","Sandra L Foell","Frank E Joyce","L Birt Kellam","Richard V Livengood","Dean L Strycker MD","Joel E Barthelemy","Darl Bachmann","R Jack Stephenson","Jon Wohler","Larry D Baker","Robert McMillan DDS","Herman Orcutt","Natalya Faynboym MD FAAPMR","Jeffrey G Ronn MD","Gerald S Solomon","Ronald D Guziak","William T Sellner","Joseph La Rue","Jennifer Drago","Sharon Grambow","John W Tyler","Nancy Webber","Ronald Austerlade","Debra Richards"],"Title":["Director","Secretary","Director","Director","Treasurer","Director","Director","Vice Chairman","Immediate Past Chairman","Director","Director","Director","Chairman","Director","Director","Director","President/CEO","EVP/CFO","EVP","EVP Business Dev","VP/COO","Controller","RN Case Mgmt Services Director","VP Marketing Communication","RN Case Mgmt Services Director"],"Hours":[2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,28.0,40.0,40.0,50.0,5.0,46.0,45.0,50.0,45.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,15112,22773,23380,13484,16016,30545,6498,9499,12400],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,15112,22773,23380,13484,16016,30545,6498,9499,12400]},"Basic":{"value":null,"mission":"Sun health services supports and benefits sun health foundation, sun health senior living, banner health, and other charitable organizations engaged in promoting/enhancing the delivery of health care in arizona.","year":2015,"name":"Sun Health Services","phone":6238326616,"website":"www.sunhealth.org","type":"990","affiliation":null,"foreign_countries":["Anguilla","Antigua and Barbuda","Aruba","Bahamas","Barbados","Belize","British Virgin Islands","Caribbean Netherlands","Cayman Islands","Costa Rica","Cuba","Curaçao","Dominica","Dominican Republic","El Salvador","Grenada","Guadeloupe","Guatemala","Haiti","Honduras","Jamaica","Martinique","Montserrat","Nicaragua","Panama","Puerto Rico","Saint Barthélemy","Saint Kitts and Nevis","Saint Lucia","Saint Martin","Saint Vincent and the Grenadines","Sint Maarten","Trinidad and Tobago","Turks and Caicos Islands","United States Virgin Islands"],"principal_officer":"Ronald D Guziak","year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":16,"tax_period_begin":"2015-07-01T00:00:00","tax_period_end":"2016-06-30T00:00:00","address":"PO Box 6030, Sun City West, AZ, 85376, USA","city":"Sun City West","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":17,"Number of independent voting members":16,"Number of employees total":0,"Total Gross UBI":130524,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":18467568,"Contributions":{"value":1927282,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":1927282},"Program revenue":{"value":4370315,"Total revenue":{"value":4370315,"Life Care Communities Administration":2620121,"Land Rentals":519610,"Care Transitions":1117876,"Health and Well Being Center":112708},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":11022178,"Investment income total":3982475,"Net investment gain":7039703,"Income from invest bond proceeds":0},"Other revenues":{"value":1147793,"Other total":0,"Royalties revenue":0,"Net rental income":1147793,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":31433984,"Grant expense":{"value":15031643,"Grants to domestic orgs":15031643,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8390083,"Current officers":1616856,"Disqualified persons":0,"Other salaries and wages":4127723,"Pension plan contributions":1558849,"Other employee benefits":741835,"Payroll taxes":344820},"Other expenses":{"value":8012258,"Management services":18598,"Legal":248334,"Accounting":134770,"Lobbying services":0,"Investment management fees":643855,"Other services":297929,"Advertising":1626340,"Office expenses":175462,"Information technology":247115,"Royalties":0,"Occupancy":358559,"Travel":69702,"Conferences and meetings":32965,"Interest":3283810,"Payments to affiliates":0,"Depreciation and depletion":633979,"Insurance":192833,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":48007,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":28321835,"Management And General Expenses":3112149,"Fundraising Expenses":0}},"Assets":{"value":374296371,"Non-interest bearing cash":0,"Savings and temp cash investments":10967785,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":78895908,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":37339286,"Investments publicly traded":193670130,"Investments other":18792926,"Investments program related":9199148,"Intangible assets":0,"Other assets":25431188},"Liabilities":{"value":204670941,"Sum of Total Liabilities":0,"Accounts payable, accrued":9961336,"Grants payable":37810724,"Deferred, revenue":19751744,"Tax exempt bond liabilities":56546880,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":76032567,"Unsecured notes loans payable":0,"Other liabilities":4567690},"Fund balance":{"value":169625430,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":158844332,"Temporarily restricted net assets":10781098,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9009941278840125,"percentile":0.7729191673447029},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.7021182215221842,"percentile":0.05579578366548943},"Liabilities to Assets Ratio":{"score":0.546815189399739,"percentile":0.12388505701920415},"Operating Reserve Ratio":{"score":11.907379319147074,"percentile":0.9078633515343477},"Officer Compensation Ratio":{"score":0.004762584341838438,"percentile":0.9821259292216491},"Program Expense Growth":{"score":0.04648803436177748,"percentile":0.5179404302138558},"Revenue Growth":{"score":-0.22118886015644135,"percentile":0.06779986063248439},"Asset Growth":{"score":0.024806156062922125,"percentile":0.42416242783852426},"Independent Voting Board Pct":{"score":0.9411764705882353,"percentile":0.26299051702139165},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.49903151747796354,"percentile":0.3192173479511469}},"source_xml":"201721329349306487_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["IRENE KOVALA EDD","JOSEPH E LA RUE","LEW LANCASTER","NEAL HASKELL","PATRICIA LEWIS FINNELL","ROGER GIMBY","GARY MARRER","GERALD SOLOMON","HERMAN L ORCUTT","JOAN SMITH","L BIRT KELLAM","MARK REIFSTECK","MICHAEL BARNES","RANDY MCGRANE","REV LOWELL NELSON","RONALD J SYMIC","AMY RUNGE","NORA HANNAH","JOHN COUTURE","KIMBERLY THOMPSON","WENDY NORMAN","KARI DAVIS-CURRY","KATHLEEN FREDERICK","MICHELLE MARTINEZ","NEAL SMITH","YUNXIANG LI","SHARON GRAMBOW","TAHLYA VISINTAINER"],"Title":["VICE CHAIR END/CHAIR BEG 09/23","PRESIDENT & CEO","TREASURER","DIRECTOR; VICE CHAIR BEG 09/23","CHAIR END 09/23","SECRETARY","DIRECTOR","DIRECTOR","DIRECTOR","DIRECTOR, EX-OFFICIO, SHF","DIRECTOR END 10/23","DIRECTOR BEG 09/23","DIRECTOR, VICE CHAIR BEG 09/23, SHF","DIRECTOR END 02/24","DIRECTOR END 03/24","DIRECTOR","CFO","CHIEF ENGAGEMENT OFFICER BEG 10/23","COO","CHIEF EXPERIENCE OFFICER","SVP HR G DEVELOPMENT","VP COMMUNITY OPS","DIR OF SALES & BUS DEV","VP COMMUNITY OPS","VP OF FACILITIES & CONSTRUCTION MANAGEMENT","VP OF ACCOUNTING & FINANCIAL REPORTING","FORMER CFO","FORMER COO"],"Hours":[2.0,32.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,2.0,32.0,34.0,32.0,32.0,32.0,34.0,34.0,34.0,34.0,34.0,32.0,32.0],"Total Compensation":[0,753890,0,0,0,0,0,0,0,0,0,0,0,0,0,0,274950,22500,378631,279954,245620,180801,183534,217443,213015,175942,115672,161538],"Direct compensation":[0,669661,0,0,0,0,0,0,0,0,0,0,0,0,0,0,274950,22500,325817,236752,231836,169977,175988,207131,199136,158254,113217,158246],"Other compensation":[0,84229,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,52814,43202,13784,10824,7546,10312,13879,17688,2455,3292]},"Basic":{"value":null,"mission":"Sun health champions superior health and wellbeing through philanthropy, inspired living and wellness programs.","year":2023,"name":"Sun Health Services","phone":6238325353,"website":"WWW.SUNHEALTH.ORG","type":"990","affiliation":null,"foreign_countries":["Afghanistan","Albania","Algeria","Andorra","Argentina","Australia","Austria","Azerbaijan","Bahrain","Bangladesh","Belarus","Belgium","Bermuda","Bhutan","Bolivia","Bosnia and Herzegovina","Brazil","Bulgaria","Canada","Chile","China","Colombia","Croatia","Cyprus","Czechia","Denmark","Ecuador","Egypt","Estonia","Falkland Islands","Faroe Islands","Finland","France","French Guiana","Germany","Gibraltar","Greece","Greenland","Guernsey","Guyana","Hong Kong","Hungary","Iceland","India","Indonesia","Iran","Iraq","Ireland","Isle of Man","Israel","Italy","Japan","Jersey","Jordan","Kosovo","Kuwait","Latvia","Lebanon","Libya","Liechtenstein","Lithuania","Luxembourg","Macau","Malaysia","Maldives","Malta","Marshall Islands","Mexico","Micronesia","Moldova","Monaco","Mongolia","Montenegro","Morocco","Nauru","Nepal","Netherlands","New Zealand","Niue","North Korea","North Macedonia","Norway","Oman","Pakistan","Palau","Papua New Guinea","Paraguay","Peru","Philippines","Poland","Portugal","Qatar","Romania","Russia","Saint Pierre and Miquelon","Samoa","San Marino","Saudi Arabia","Serbia","Slovakia","Slovenia","Solomon Islands","South Korea","Spain","Sri Lanka","Sudan","Suriname","Svalbard and Jan Mayen","Sweden","Switzerland","Syria","Taiwan","Tonga","Tunisia","Turkey","Tuvalu","Ukraine","United Arab Emirates","United Kingdom","United States","United States Minor Outlying Islands","Uruguay","Uzbekistan","Vanuatu","Vatican City","Venezuela","Western Sahara","Yemen","Åland Islands"],"principal_officer":null,"year_formation":2008,"state_legal_domicile":"AZ","total_volunteers":115,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"PO BOX 6030, SUN CITY WEST, AZ, 85376, USA","city":"SUN CITY WEST","state":"AZ","country":"USA","zip_code":85376},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":11,"Number of independent voting members":11,"Number of employees total":33,"Total Gross UBI":655508,"Net unrelated business taxable income":330618,"Number of employees":33,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":21334560,"Contributions":{"value":3914765,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":3914765},"Program revenue":{"value":9609471,"Total revenue":{"value":9609471,"LIFE CARE COMMUNITIES":8441289,"LAND LEASE":1076204,"HEALTH AND WELLBEING":61775,"OTHER REVENUE":30203},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":7191379,"Investment income total":2654472,"Net investment gain":4536907,"Income from invest bond proceeds":0},"Other revenues":{"value":618945,"Other total":-84511,"Royalties revenue":0,"Net rental income":703456,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":21187144,"Grant expense":{"value":2076606,"Grants to domestic orgs":2076606,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":9589673,"Current officers":1997995,"Disqualified persons":0,"Other salaries and wages":5561963,"Pension plan contributions":173085,"Other employee benefits":1331042,"Payroll taxes":525588},"Other expenses":{"value":9520865,"Management services":662418,"Legal":112371,"Accounting":98755,"Lobbying services":0,"Investment management fees":0,"Other services":1700745,"Advertising":346465,"Office expenses":759537,"Information technology":805365,"Royalties":0,"Occupancy":759101,"Travel":191999,"Conferences and meetings":375799,"Interest":2141598,"Payments to affiliates":0,"Depreciation and depletion":1086231,"Insurance":305973,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":174508,"LICENSES, DUES, SUBSCRIPTIONS":119691,"REPAIRS AND MAINTENANCE":54817},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":16642744,"Management And General Expenses":4544400,"Fundraising Expenses":0}},"Assets":{"value":219457491,"Non-interest bearing cash":273921,"Savings and temp cash investments":3439833,"Pledges and grants receivable":0,"Accounts receivable":522583,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":28445294,"Inventories for sale or use":0,"Prepaid expenses deferred charges":119468,"Land, building, equipment":32544997,"Investments publicly traded":134723206,"Investments other":16881030,"Investments program related":0,"Intangible assets":93017,"Other assets":2414142},"Liabilities":{"value":100653041,"Sum of Total Liabilities":0,"Accounts payable, accrued":2518099,"Grants payable":0,"Deferred, revenue":15686362,"Tax exempt bond liabilities":16360759,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":28997117,"Unsecured notes loans payable":0,"Other liabilities":37090704},"Fund balance":{"value":118804450,"Net assets without donor restriction":108178959,"Net assets with donor restriction":10625491,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7855114403338175,"percentile":0.6080715845101625},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.006909727690657787,"percentile":0.41617925281030205},"Liabilities to Assets Ratio":{"score":0.4586448179160127,"percentile":0.14683100553395179},"Operating Reserve Ratio":{"score":10.35804972109502,"percentile":0.8954286750147881},"Officer Compensation Ratio":{"score":0.15119970865351176,"percentile":0.4094768032186807},"Program Expense Growth":{"score":-0.10031480254898119,"percentile":0.14078565485376618},"Revenue Growth":{"score":-0.04917029019067388,"percentile":0.22161982680688527},"Asset Growth":{"score":-0.06484344377650936,"percentile":0.14156756130869258},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.49494653877417505,"percentile":0.3093719021122982}},"source_xml":"202541229349301519_public.xml"},"sector":"Health","donation_categories":[],"zakat_policy":null},"error":null}