La Loma Senior Living

Nonprofit profile at a glance

EIN
861028348
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Sun City West, AZ, USA
Phone
6235377500
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Supportive Housing for Older Adults

Official website

Reported finances

Revenue
$18,645,657
Expenses
$27,117,445
Assets
$84,544,607
Liabilities
$139,367,986

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

24 people listed

Executive titles in this filing

  • JOSEPH E LA RUE (PRESIDENT & CEO)
  • EUGENE RAWLS (VICE PRESIDENT OF PROGRAM MANAGEMENT)
  • MEGAN WORD (VICE PRESIDENT OF MARKETING AND COMMUNICATIONS)
  • SUZY PEEL (VICE PRESIDENT REAL ESTATE PLANNING AND DEVELOPMENT)

Highest reported compensation

  • JOSEPH E LA RUE (PRESIDENT & CEO): $597,657 total reported compensation
  • KIMBERLY THOMPSON (CHIEF EXPERIENCE OFFICER): $477,989 total reported compensation
  • JOHN COUTURE (COO): $435,317 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

La loma champions superior health and well-being through philanthropy, inspired living and wellness programs.

What it reported doing in 2024

La loma senior living services, inc. Operates a 145 residence life care community, and health and rehabilitation center consisting of 43 skilled nursing beds, 11 assisted living apartments, and 10 memory support apartments. The health and rehabilitation center provides skilled nursing and assisted living care to its residents and other community residents. Sun health services, an Arizona nonprofit corporation, is tax exempt under internal revenue code section 501(c)(3) and is the sole member of la loma. See schedule o for more information.

Operating model

Revenue model
Other-operating. 99% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 64
  • Accountability: 100
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 82.4%; rating input score 82
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -45.4%; rating input score 2; 2nd percentile among comparable filings
  • Total-asset coverage ratio: 3.12; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: 1.65; rating input score 2; 2nd percentile among comparable filings
  • Officer compensation ratio: 1.1%; rating input score 85; 85th percentile among comparable filings

Growth

  • Program expense growth: 5.6% per year; rating input score 100; 46th percentile among comparable filings
  • Revenue growth: 0.4% per year; rating input score 100; 10th percentile among comparable filings
  • Asset growth: 4.9% per year; rating input score 100; 35th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 82.4% of spending went to programs
  • Governance: 13 of 13 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $22.3M in reported program spending
  • Leadership: top reported pay $598K · 24 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $945K reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 5 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Sustainability: Operating margin scored 2/100.
  • High — Sustainability: Liabilities to assets ratio scored 2/100.