2021-03-29T10:05:28-05:00 2020-05-31 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2019-06-01 860296211 SUN LIFE FAMILY HEALTH CENTER INC SUNL 5208363446 PO BOX 10097 CASA GRANDE AZ 85130 JESSICA COVEY CFO 5208363446 2021-03-25 1 KURT BENNION CPA P01469618 6022662248 2021-03-25 2019 2022-09-23 18:48:47Z TRAVIS ROBINETTE PO BOX 10097 CASA GRANDE AZ 85130 48020556 0 X WWW.SUNLIFEFAMILYHEALTH.ORG X 1978 AZ DELIVER AFFORDABLE, ACCESSIBLE & HIGH QUALITY HEALTH SERVICES, WELLNESS & EDUCATION TO ALL PEOPLE. 10 10 503 10 0 0 4605014 6523307 40155337 40821062 1854 5682 725900 670505 45488105 48020556 0 0 0 0 26107667 25895164 0 0 115950 16776852 18150405 42884519 44045569 2603586 3974987 30011325 38169555 16403828 20587071 13607497 17582484 X SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE AND HIGH QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE. 0 0 23125663 0 26123282 SUN LIFE FAMILY HEALTH CENTER (SUN LIFE) PROVIDES AFFORDABLE MEDICAL SERVICES TO INDIVIDUALS AND FAMILIES THROUGH 13 OFFICES IN NINE COMMUNITIES THROUGHOUT PINAL AND MARICOPA COUNTIES. OUR 60 HEALTH CARE PROVIDERS SERVE ALMOST 48,000 PATIENTS, 30 PERCENT OF WHOM ARE CHILDREN. SUN LIFE PROVIDES THESE SERVICES REGARDLESS OF THE PATIENT'S ABILITY TO PAY. SUN LIFE PERIODICALLY PARTICIPATES IN FREE COMMUNITY SCREENINGS LIKE CRUCIAL CATCH (BREAST CANCER SCREENING) AND GIVE KIDS A SMILE (FREE CHILDHOOD DENTAL TREATMENTS). 9111525 0 10292589 SUN LIFE FAMILY HEALTH CENTER (SUN LIFE) PROVIDES AFFORDABLE PHARMACEUTICAL SERVICES TO INDIVIDUALS AND FAMILIES THROUGH 13 OFFICES IN NINE COMMUNITIES THROUGHOUT PINAL AND MARICOPA COUNTIES. OF THOSE 13 LOCATIONS, 6 HAVE PHARMACIES. OUR 60 HEALTH CARE PROVIDERS SERVE ALMOST 48,000 PATIENTS, 30 PERCENT OF WHOM ARE CHILDREN. SUN LIFE PROVIDES THESE SERVICES REGARDLESS OF THE PATIENT'S ABILITY TO PAY. SUN LIFE PERIODICALLY PARTICIPATES IN FREE COMMUNITY SCREENINGS LIKE CRUCIAL CATCH (BREAST CANCER SCREENING) AND GIVE KIDS A SMILE (FREE CHILDHOOD DENTAL TREATMENTS). 2473609 0 2794246 SUN LIFE FAMILY HEALTH CENTER (SUN LIFE) PROVIDES AFFORDABLE DENTAL SERVICES TO INDIVIDUALS AND FAMILIES THROUGH 13 OFFICES IN NINE COMMUNITIES THROUGHOUT PINAL AND MARICOPA COUNTIES. OF THOSE 13 LOCATIONS, 6 HAVE PHARMACIES. OUR 60 HEALTH CARE PROVIDERS SERVE ALMOST 48,000 PATIENTS, 30 PERCENT OF WHOM ARE CHILDREN. SUN LIFE PROVIDES THESE SERVICES REGARDLESS OF THE PATIENT'S ABILITY TO PAY. SUN LIFE PERIODICALLY PARTICIPATES IN FREE COMMUNITY SCREENINGS LIKE CRUCIAL CATCH (BREAST CANCER SCREENING) AND GIVE KIDS A SMILE (FREE CHILDHOOD DENTAL TREATMENTS). 1426090 0 1610945 SUN LIFE FAMILY HEALTH CENTER (SUN LIFE) PROVIDES AFFORDABLE BEHAVIORAL SERVICES TO INDIVIDUALS AND FAMILIES THROUGH 13 OFFICES IN NINE COMMUNITIES THROUGHOUT PINAL AND MARICOPA COUNTIES. OF THOSE 13 LOCATIONS, 6 HAVE PHARMACIES. OUR 60 HEALTH CARE PROVIDERS SERVE ALMOST 48,000 PATIENTS, 30 PERCENT OF WHOM ARE CHILDREN. SUN LIFE PROVIDES THESE SERVICES REGARDLESS OF THE PATIENT'S ABILITY TO PAY. SUN LIFE PERIODICALLY PARTICIPATES IN FREE COMMUNITY SCREENINGS LIKE CRUCIAL CATCH (BREAST CANCER SCREENING) AND GIVE KIDS A SMILE (FREE CHILDHOOD DENTAL TREATMENTS). 1426090 0 1610945 36136887 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 69 0 503 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JESSICA COVEY 5208363446 PO BOX 10097 CASA GRANDE AZ 85130 JONATHAN WILLMS PHYSICIAN 40.00 X 388694 0 19504 SUSAN STEIN PHYSICIAN 40.00 X 361207 0 10719 TRAVIS ROBINETTE CEO 40.00 X 319922 0 18483 EDDIE ESTRADA MD CMO 40.00 X 298255 0 14356 TIMOTHY SCHMIDT PHYSICIAN 40.00 X 269420 0 15718 FRANCISCO AMAYA PINTO PHYSICIAN 40.00 X 264895 0 16812 MARIA ABAD PHYSICIAN 40.00 X 241531 0 17208 KIM COLLINS COO (THROUGH DEC 2019) 40.00 X 195123 0 11455 JESSICA COVEY CFO 40.00 X 113172 0 7011 MICHELOV RHAU COO 40.00 X 77111 0 9899 JEFFREY WOOLEY BOARD CHAIR 1.00 X X 0 0 0 SHIRLEY KELLY BOARD CHAIR-ELECT 1.00 X X 0 0 0 MICHELLE MARTINEZ SECRETARY 1.00 X X 0 0 0 ELLIE BROWN BOARD CHAIR-PAST 1.00 X X 0 0 0 MANUEL CHAVEZ JR DIRECTOR 1.00 X 0 0 0 MARILYN COOPER-LUNT DIRECTOR 1.00 X 0 0 0 RONA CURPHY DIRECTOR 1.00 X 0 0 0 GORDON NEDOM DIRECTOR 1.00 X 0 0 0 MARIE ROYBAL DIRECTOR 1.00 X 0 0 0 TIM SARNOWSKI DIRECTOR 1.00 X 0 0 0 2529330 0 141165 54 0 1 0 PMG PRIORITY MANAGEMENT GROUP INC 700 SCHOOL STREET PAWTUCKET RI 02860 REVENUE CYCLE MANAGEMENT 596854 THE CLEANING PEOPLE 1301 N PINAL AVENUE CASA GRANDE AZ 85122 CLEANING & JANITORIAL SERVICES 347152 AI AND RILEYS AIR CONDITION AND STL INC 40 N BROWN CASA GRANDE AZ 85122 AIR CONDITIONING SERVICES 239161 LABORATORY CORPORATION OF AMERICA PO BOX 2250 BURLINGTON NC 27216 LABORATORY DIAGNOSTICS 173012 DIVISION II CONSTRUCTION CO INC PO BOX 85250 TUCSON AZ 85754 CONSTRUCTION 109726 5 6426944 96363 354541 6523307 NET PATIENT SERVICE REVENUE 621400 40821062 40821062 40821062 182 182 13108 0 13108 13108 13108 5500 0 5500 5500 5500 OTHER INCOME 621400 771079 771079 ASSET IMPAIRMENT LOSS 900099 -113682 -113682 657397 48020556 40821062 0 676187 1154799 124826 914493 115480 20774804 18300039 2474765 622895 528484 94411 1833027 1565213 267814 1509639 1270246 239393 19174 19174 73700 73700 2550113 2455749 94364 372167 120959 251133 75 500317 176434 323813 70 1389201 705165 683977 59 2995630 2789310 206320 208139 133397 74742 214288 138573 75715 410591 139063 271528 1182940 500207 682733 125508 40792 84691 25 MEDICAL SUPPLIES 5474695 5474695 BAD DEBT EXPENSE 1092641 1092641 MISCELLANEOUS EXPENSES 1021169 331893 689070 206 EQUIPMENT 347346 193043 154303 172786 56158 116593 35 44045569 36136887 7792732 115950 6011681 15151321 107898 107926 7657 1250398 8423310 6199961 787410 1035038 330457 371753 24754588 11975475 13266978 12779113 894461 213500 136000 22318 939934 143766 30011325 38169555 3086355 3179929 412969 2724641 8354303 8643949 4029598 1026667 520603 5011885 16403828 20587071 X 13607497 17582484 13607497 17582484 30011325 38169555 3974987 0 X 0 1 X 1 1 1 X 4042408 4358704 4452995 4605014 6523307 23982428 4042408 4358704 4452995 4605014 6523307 23982428 23982428 35121 31137 10302 10912 13290 100762 497299 170672 395234 767112 771079 2601396 26684586 197942661 0.89870 0.90700 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME FUNDRAISING EVENT REVENUE CHARITABLE GAMING REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1569998 1569998 14463650 5160528 9303122 524058 292309 231749 8196882 6522638 1674244 12779113 457(B) AND (F) PLANS PAYABLE 598613 PPP LOAN 4413272 5011885 X 47041597 113682 113682 46927915 1092641 1092641 48020556 42952928 0 42952928 1092641 1092641 44045569 PART X, LINE 2: THE CENTER HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CENTER MAY BE SUBJECT TO TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE CENTER ADOPTED THE PROVISIONS OF FASB ASC 740-10 (FORMERLY FIN 48), AS AMENDED BY ASU 2009-06, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. THE ACCOUNTING STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE CENTER'S FINANCIAL STATEMENTS. IF THE CENTER CONSIDERS THAT A TAX POSITION IS "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED UPON AUDIT, BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, IT RECOGNIZES THE TAX BENEFIT. THE CENTER ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE REPORTING USED IN FILING ITS INCOME TAX RETURNS, WHICH IS BASED ON INTERPRETATIONS OF PREVAILING TAX LAWS THE CENTER BELIEVES ARE ACCURATE AND JUSTIFIED. THE CENTER DOES NOT BELIEVE THAT THERE ARE ANY UNCERTAIN TAX POSITIONS. THE CENTER'S TAX RETURNS ARE SUBJECT TO AUDIT BY VARIOUS FEDERAL AND STATE TAX AUTHORITIES. IN GENERAL, THE CENTER'S FEDERAL INCOME TAX RETURNS HAVE A THREE-YEAR STATUTE OF LIMITATIONS, AND THE STATE RETURNS HAVE A FOUR-YEAR STATUTE OF LIMITATIONS (WITH FEW EXCEPTIONS, THE CENTER IS NO LONGER SUBJECT TO AUDIT BY TAXING AUTHORITIES FOR YEARS PRIOR TO 2014.) THE CENTER ACCOUNTS FOR ANY INTEREST AND/OR PENALTY EXPENSE INCURRED WITH RESPECT TO INCOME TAX OR OTHER TAX PAYMENTS AS INTEREST AND/OR PENALTY EXPENSE IN THE PERIOD IN WHICH THE CENTER IS FIRST ASSESSED OR BECOMES AWARE OF THE OBLIGATION. DUE TO THE CENTER'S NON-PROFIT STATUS, TAXES MAINLY INCLUDE PAYROLL TAXES. DURING THE YEARS ENDED MAY 31, 2020 AND 2019, THE CENTER DID NOT INCUR ANY INTEREST OR PENALTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON INTANGIBLE IMPAIRMENT 113,682. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 1,092,641. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 1,092,641. X 1 1 X X X X 0 1 0 1 0 1 0 0 0 JONATHAN WILLMS PHYSICIAN 243370 0 127247 0 18077 0 2618 0 16886 0 408198 0 0 0 SUSAN STEIN PHYSICIAN 218697 0 142510 0 0 0 2008 0 8711 0 371926 0 0 0 TRAVIS ROBINETTE CEO 241413 0 10000 0 68509 0 2099 0 16384 0 338405 0 0 0 EDDIE ESTRADA MD CMO 298155 0 0 0 100 0 2500 0 11856 0 312611 0 0 0 TIMOTHY SCHMIDT PHYSICIAN 223975 0 45445 0 0 0 0 0 15718 0 285138 0 0 0 FRANCISCO AMAYA PINTO PHYSICIAN 217024 0 47771 0 100 0 2068 0 14744 0 281707 0 0 0 MARIA ABAD PHYSICIAN 175471 0 65959 0 101 0 1303 0 15905 0 258739 0 0 0 KIM COLLINS COO (THROUGH DEC 2019) 154059 0 0 0 41064 0 1574 0 9881 0 206578 0 0 0 PART I, LINE 1A DURING 2019, THE ORGANIZATION PROVIDED TRAVEL FOR COMPANIONS FOR ELLIE BROWN, VALUED AT $493. PART I, LINE 4B DURING 2019, THE FOLLOWING CONTRIBUTIONS WERE MADE TO THE 457(F) PLAN: JESSICA COVEY - $527 EDDIE ESTRADA, MD - $53,438 DURING 2019, THE FOLLOWING DISTRIBUTIONS WERE MADE FROM THE 457(F) PLAN: TRAVIS ROBINETTE - $65,625 KIM COLLINS - $29,064 PART I, LINE 5 PHYSICIANS RECEIVE BONUSES BASED ON PRODUCTIVITY, WHICH CLOSELY RELATES TO REVENUES. PART I, LINE 6 CONTRIBUTIONS INTO THE 457(F) PLAN ARE BASED ON MEETING SPECIFIED GOALS RELATED TO NET INCOME. X 65 354541 FAIR MARKET VALUE 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT WAS FILED, THE FORM 990 WAS REVIEWED BY THE ACCOUNTING SUPERVISOR, CONTROLLER, DIRECTOR OF FINANCE AND THE CHIEF FINANCIAL OFFICER. IT WAS THEN PRESENTED TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS AT MONTHLY MEETINGS. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW EMPLOYEES ARE TOLD ABOUT THE CONFLICT OF INTEREST POLICY AT ORIENTATION. THEY RECEIVE THE POLICY AND SIGN A CONFLICT OF INTEREST ACKNOWLEDGEMENT FORM IF NEEDED. THE EMPLOYEE COMPLETES A DECLARATION OF INTEREST FORM AND TURNS IT INTO HUMAN RESOURCES. IN ADDITION, THE EMPLOYEE IS RESPONSIBLE FOR DISCLOSING ANY POTENTIAL CONFLICT OF INTEREST TO THE ORGANIZATION. IF A POTENTIAL CONFLICT ARISES, THE DEPARTMENT DIRECTOR IS RESPONSIBLE FOR ADDRESSING THE POTENTIAL CONFLICT WITH THE EMPLOYEE AND HAVING HIM/HER COMPLETE THE PROPER FORMS. IF THE CONFLICT WOULD VIOLATE THE POLICY, THE EMPLOYEE IS INFORMED THAT HE/SHE MUST REMEDY THE CONFLICT. THE BOARD OF DIRECTORS HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL BOARD MEMBERS AND COMMITTEE MEMBERS WITH BOARD-DELEGATED POWER. EACH INDIVIDUAL HAS AN OBLIGATION TO DISCLOSE THE EXISTENCE OF A FINANCIAL INTEREST THAT MAY BE A CONFLICT OF INTEREST, ALONG WITH THE MATERIAL FACTS AFTER THIS DISCUSSION. THE INDIVIDUAL ALSO LEAVES THE ROOM FOR ANY FURTHER DISCUSSION OF, AND VOTES RELATED TO, THE ISSUE. IF THE BOARD OR A COMMITTEE HAS REASON TO BELIEVE THAT AN INDIVIDUAL HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, THEY GIVE THE INDIVIDUAL THE OPPORTUNITY TO RESPOND. IF THE BOARD OR COMMITTEE DETERMINES THE INDIVIDUAL FAILED TO DISCLOSE A CONFLICT, THE BOARD OR COMMITTEE TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCES PARTICIPATES IN VARIOUS SALARY SURVEYS DURING THE YEAR ON A BI-ANNUAL BASIS. HUMAN RESOURCES CONDUCTS A PAY ANALYSIS TO DETERMINE IF SUN LIFE'S PAY RANGE SHOULD BE ADJUSTED. THE ANALYSIS IS REVIEWED BY THE CFO AND CEO IF PAY RANGES NEED TO MOVE. THE ADJUSTED PAY RANGES ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVEW AND APPROVAL. THIS PROCESS IS USED ACROSS THE BOARD WITH ALL EMPLOYEE CLASSES. THIS PROCESS LAST OCCURRED IN 2020 FOR THE CEO AND 2019 FOR THE OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.