Sun Health Services in Sun City West, Arizona (AZ)

Sun Health Services
Employer Identification Number (EIN)	262957251
Name of Organization	Sun Health Services
In Care of Name	William T Sellner
Address	PO BOX 6030, Sun City West, AZ 85376-6030
Subsection	Charitable Organization, Educational Organization
Ruling Date	03/2009
Deductibility	Contributions are deductible
Foundation	Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2013
Assets	$50,000,000 to greater
Income	$50,000,000 to greater
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$331,794,112
Amount of Income	$56,526,559
Form 990 Revenue Amount	$19,497,707
National Taxonomy of Exempt Entities (NTEE)	Health - General and Rehabilitative: Nonmonetary Support (Not Elsewhere Classified)

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Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	No	No
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	No	No
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	No	No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	No	No
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for other liabilities?	Yes	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	Yes	Yes
Did the organization obtain separate, independent audited financial statements for the tax year?	No	No
Was the organization included in consolidated, independent audited financial statements for the tax year?	Yes	Yes
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	No	No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	No	No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	No	No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	No	No
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	No	No
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	No	No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	No
Did the organization receive more than $25,000 in non-cash contributions?	No	No
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	Yes	Yes
Was the organization related to any tax-exempt or taxable entity?	Yes	Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	Yes	Yes
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No

	2011	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		39	51
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		1	1
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	No	Yes	Yes
Has it filed a Form 990-T for this year?		Yes	Yes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		No	No
Did the organization notify the donor of the value of the goods or services provided?		No	No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$696,297	$599,505
Total reportable compensation from related organizations	$2,188,874	$2,099,472
Total estimated amount of other compensation from the organization and related organizations	$352,003	$123,291
Total number of individuals who received more than $100,000 of reportable compensation from the organization	1	1
Total number of independent contractors who received more than $100,000 of compensation from the organization	5	6

	2011	2012	2013
Statement of Revenue
Total revenue	$20,416,318	$20,810,276	$19,497,707
Contributions, Gifts, Grants and Other Similar Amounts	$3,283,786	$5,037,722	$4,193,740
Program Service Revenue	$0	$2,560,087	$2,698,025
561000		$2,052,011	$2,178,926
Lessors of Other Real Estate Property		$508,076	$519,099
All other program service revenue		$0	$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$7,691,657	$5,248,331	$3,871,995
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$0	$0	$0
Net rental income	$2,253,191	$1,003,509	$979,104
Gross rents (Real / Personal)	$2,915,534 / $0	$1,644,521 / $0	$1,658,071 / $0
Less: rental expenses (Real / Personal)	$662,343 / $0	$641,012 / $0	$678,967 / $0
Rental income or (loss) (Real / Personal)	$2,253,191 / $0	$1,003,509 / $0	$979,104 / $0
Net gain/loss from sales of assets other than inventory	$7,132,239	$6,960,627	$7,254,843
Gross amount from sales of assets other than inventory (Securities / Other)	$7,134,617 / $0	$193,189,723 / $0	$41,762,109 / $1,842,619
Less: cost or other basis and sales expenses (Securities / Other)	$0 / $2,378	$186,229,096 / $0	$35,657,142 / $692,743
Gain or (loss) (Securities / Other)	$7,134,617 / $-2,378	$6,960,627 / $0	$6,104,967 / $1,149,876
Net income/loss from fundraising events	$0	$0	$0
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$0	$0	$0
Miscellaneous Revenue	$55,445	$0	$500,000
900099		$0	$500,000
All other revenue		$0	$0

	2011	2012	2013
Statement of Functional Expenses
Total functional expenses	$34,365,369	$38,406,251	$30,735,875
Grants and other assistance to domestic organizations and domestic governments		$13,148,870	$14,968,048
Grants and other assistance to domestic individuals		$0	$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$0	$0
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$800,006	$878,209	$1,518,961
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$254,330	$1,209,143	$1,956,575
Pension plan accruals and contributions		$0	$0
Other employee benefits		$588,389	$656,063
Payroll taxes	$57,234	$75,918	$173,981
Fees for services (non-employees)
Management		$60,395	$73,914
Legal		$85,816	$180,556
Accounting		$114,220	$124,120
Lobbying		$0	$0
Professional fundraising services	$0	$0	$0
Investment management fees		$1,147,286	$843,959
Other		$223,556	$228,182
Advertising and promotion		$310,204	$424,271
Office expenses		$56,845	$218,876
Information technology		$131,833	$193,590
Royalties		$0	$0
Occupancy		$461,208	$414,093
Travel		$67,020	$37,105
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$0	$71,116
Interest		$2,708,058	$2,761,571
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$259,094	$318,866
Insurance		$0	$0
Other expenses		$233,182	$172,028
Other expenses		$113,192	$5,400,000

	2011	2012	2013
Balance Sheet
Total assets	$326,739,492	$326,434,377	$331,794,112
Cash - non-interest-bearing		$0	$0
Savings and temporary cash investments		$932,142	$3,201,983
Pledges and grants receivable, net		$0	$0
Accounts receivable, net		$0	$0
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$17,138,746	$22,766,921
Inventories for sale or use		$0	$0
Prepaid expenses and deferred charges		$0	$0
Land, buildings, and equipment: cost or other basis		$35,252,983	$36,307,387
Investments - publicly traded securities		$210,435,324	$221,383,669
Investments - other securities		$27,516,861	$26,355,325
Investments - program-related		$7,689,061	$989,515
Intangible assets		$0	$0
Other assets		$27,469,260	$20,789,312
Total liabilities	$98,624,679	$146,076,074	$136,414,815
Accounts payable and accrued expenses		$8,573,007	$12,597,381
Grants payable		$27,864,060	$25,965,879
Deferred revenue		$21,716,894	$21,261,831
Tax-exempt bond liabilities	$0	$0	$0
Escrow or custodial account liability		$0	$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0	$66,390,748
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$87,922,113	$10,198,976
Total net assets or fund balances	$228,114,813	$180,358,303	$195,379,297
Unrestricted net assets		$167,803,204	$183,779,737
Temporarily restricted net assets		$12,555,099	$11,599,560
Permanently restricted net assets		$0	$0
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$0	$0	$0

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
Number of organizations supported	2
Sum of amounts of support	$14,968,048

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Id	Name	Address	State	Established	Total Income
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4	Sun City West Meals On Wheels	13830 W Sky Hawk Dr, Sun City West, AZ 85375-5837	AZ	2008-08	$65,239
5	Sun City West Metal Club	13849 W Cmno Del Sol, Sun City West, AZ 85375-4409	AZ	1988-09	$104,058
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7	Sun City West Rotary Foundation Inc	PO BOX 5065, Sun City West, AZ 85376-5065	AZ	1986-01	$72,130
8	Sun City Rotary Foundation Inc	PO BOX 1683, Sun City, AZ 85372-1683	AZ	1968-12	$46,798
9	Sun Devil Gymnastics Booster Club	1871 W Mulberry Dr, Chandler, AZ 85286-6847	AZ	1994-09	$527,245
10	Sun Devil Water Polo Club Inc	2758 E Caldwell Street, Phoenix, AZ 85042	AZ	2008-11	$0
11	Sun Health Services	PO BOX 6030, Sun City West, AZ 85376-6030	AZ	2009-03	$56,526,559
12	Sun Lakes Acbl Duplicate Bridge Club	24324 S Stoney Path Dr, Sun Lakes, AZ 85248-6168	AZ	1998-07	$122,681
13	Sun Lakes Rotary Foundation 2000	1517 E La Costa Dr, Chandler, AZ 85249-4063	AZ	1999-05	$102,198
14	Sun Life Family Health Center Inc	865 N Arizola Rd, Casa Grande, AZ 85122-6011	AZ	1977-01	$29,925,685
15	Sun Sounds Foundation	2323 W 14th Street, Tempe, AZ 85281-6948	AZ	2000-07	$589,548
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17	Sun Valley Lodge	12415 N 103rd Ave, Sun City, AZ 85351-3509	AZ	1971-05	$4,318,217
18	Sun West Art Club	14401 North Rh Johnson Blvd, Sun City West, AZ 85375	AZ	1983-01	$0
19	Sunbelt Collaborative	4031 E Sunrise Dr Ste 101, Tucson, AZ 85718-4343	AZ	2009-06	$7,249
20	Sunbird Tennis Club	6250 S Sunbird Blvd, Chandler, AZ 85249	AZ	1993-06	$0

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