2022-02-28T13:21:24-06:00 2021-05-31 860271207 SCHMIDT WESTERGARD & COMPANY PLLC 77 WEST UNIVERSITY DRIVE MESA AZ 852015830 990 2020-06-01 860296211 SUN LIFE FAMILY HEALTH CENTER INC SUNL 5208363446 PO BOX 10097 CASE GRANDE AZ 85130 JESSICA COVEY CFO 5208363446 2022-02-24 1 JESSICA COVEY 999009999 KELLY M WHITE P00622256 4808346030 3 AAL1 IAL1 2020 2022-03-31 18:45:55Z EDDIE ESTRADA PO BOX 10097 CASE GRANDE AZ 85130 57583446 0 X WWW.SUNLIFEFAMILYHEALTH.ORG X 1978 AZ SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE & HIGH QUALITY HEALTH SERVICES, WELLNESS & EDUCATION TO ALL PEOPLE. 9 9 507 10 0 0 6523307 8953068 40821062 47184347 5682 7005 670505 1439026 48020556 57583446 0 0 0 0 25895164 28680899 0 0 0 18150405 20880568 44045569 49561467 3974987 8021979 38169555 44660790 20587071 19056327 17582484 25604463 X SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE AND HIGH QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE. 0 0 27949321 25878946 SUN LIFE HEALTH HAS BEEN SERVING OUR COMMUNITIES FOR OVER 43 YEARS. SERVING NEARLY 50,000 PATIENTS ANNUALLY IN 14 LOCATIONS THROUGHOUT MARICOPA AND PINAL COUNTIES, SUN LIFE HEALTH OFFERS COMPREHENSIVE PRIMARY CARE SERVICES THAT INCLUDE DIAGNOSIS, TREATMENT AND FOLLOW UP CARE TO ADDRESS THE CHRONIC HEALTH CARE CONDITIONS AFFECTING THE TARGET POPULATION IN THE SERVICE AREA. PRIMARY CARE SERVICES DELIVERED TO THE TARGET POPULATION FOCUS ON IMPROVING HEALTH OUTCOMES TO ADDRESS HIGH RATES FOR CANCERS, CARDIOVASCULAR DISEASE, DIABETES, OBESITY AND ASTHMA IDENTIFIED FOR THE TARGET POPULATION. SUN LIFE HEALTH SERVES PATIENTS THROUGHOUT THE LIFE CYCLE (FORM BIRTH TO END OF LIFE). OUR PEDIATRIC OFFICE OFFERS WELLNESS CHECKS, IMMUNIZATIONS AS WELL AS EDUCATION AND PREVENTIVE HEALTH SERVICES TO THE PATIENT POPULATION AGE 18 AND YOUNGER. SUN LIFE HEALTH ALSO IMPLEMENTS OB/GYN SERVICES IN FOUR LOCATIONS LOCATED IN APACHE JUNCTION, CASA GRANDE, CHANDLER AND MARICOPA. SERVICES PROVIDED AT THE OB/GYN OFFICES INCLUDE HEALTH EDUCATION, ULTRASOUND, WELLNESS WOMEN EXAMS, PAP TESTS, FAMILY PLANNING SERVICES, PREGNANCY TESTS, BREAST EXAMS AS WELL AS PRENATAL CARE AND LABOR AND DELIVERY. THESE SERVICES ADDRESS HEALTH DISPARITIES RELATED TO NEWBORN AND MATERNAL HEALTH IN THE COMMUNITIES WE SERVE. AS THE ONLY RYAN WHITE PART A PRIMARY CARE SERVICE PROVIDER IN PINAL COUNTY, SUN LIFE ALSO PROVIDES MEDICAL SERVICES THAT FOCUS ON MANAGING THE COMPLEX HEALTH CARE NEEDS OF INDIVIDUALS WHO HAVE HIV/AIDS AND ALSO AID IN THE PREVENTION OF HIV BY OFFERING HIV PREP SERVICES. SUN LIFE HEALTH HAS BEEN PROACTIVE IN THE FIGHT AGAINST COVID-19 BY OFFERING EDUCATION, TESTING AND VACCINATION SERVICES IN MANY COMMUNITIES THAT WOULD OTHERWISE GO WITHOUT. WE HAVE PARTNERED WITH SCHOOLS, MUNICIPALITIES AND EVEN PRIVATE BUSINESSES TO INCREASE TESTING AND VACCINATION RATES THROUGHOUT PINAL COUNTY. FOR THE FIRST TIME, SUN LIFE HEALTH WAS ABLE TO OFFER IN-HOME VACCINATIONS TO SOME OF THE POPULATIONS MOST VULNERABLE HOMEBOUND RESIDENTS. TO DATE SUN LIFE HEALTH HAS ADMINISTERED 47,000 VACCINES AND THAT NUMBER CONTINUES TO GROW DAILY. 12182006 18502739 PHARMACY SERVICES ARE AVAILABLE TO THE TARGET POPULATION AT ALL HEALTH CENTER LOCATIONS. TO FACILITATE ACCESS TO THESE SERVICES, SUN LIFE HEALTH IMPLEMENTS FULL-SERVICE PHARMACIES ONSITE AT FAMILY PRACTICE LOCATIONS IN APACHE JUNCTION, CASA GRANDE, ELOY, FLORENCE, MARICOPA, ORACLE, SAN MANUEL AND AT THE NEW CENTER FOR WOMEN IN CASA GRANDE. SUN LIFE'S PARTICIPATION IN THE 340B PROGRAM ALLOWS US TO OFFER PHARMACEUTICALS AT AN AFFORDABLE PRICE TO OUR CONSUMERS. OUR CLINICAL PHARMACIST TEAM ASSISTS PATIENTS WITH MEDICATION MANAGEMENT. AT SUN LIFE HEALTH, THE PHARMACISTS ARE AN INTEGRAL PART OF PATIENT CARE. 3245090 2295220 SUN LIFE OPERATES A FAMILY DENTISTRY OFFICE ON SITE AT THE MAIN FAMILY PRACTICE OFFICE IN CASA GRANDE. THE ORGANIZATION ALSO OPERATES A PEDIATRIC DENTAL PRACTICE IN CASA GRANDE. DENTAL SERVICES AVAILABLE AT THESE LOCATIONS INCLUDE ORAL HEALTH SCREENING, FILLINGS, EXTRACTIONS, CROWNS, BRIDGES, ROOT CANALS AND FULL AND PARTIAL DENTURES. SUN LIFE ALSO IMPLEMENTS A COMMUNITY DENTAL PROGRAM THROUGH A CONTRACT WITH ARIZONA DEPARTMENT OF HEALTH SERVICES OFFICE OF ORAL HEALTH TO PROVIDE HEALTH SCREENING AND DENTAL SEALANTS AT PINAL COUNTY SCHOOLS. WE RECENTLY STARTED A PEDIATRIC DENTAL RESIDENCY PROGRAM IN PARTNERSHIP WITH NYU LANGONE, GROWING OUR PEDIATRIC DENTAL TEAM. THESE SERVICES HELP TO IMPROVE ORAL HEALTH OUTCOMES FOR BOTH ADULTS AND CHILDREN IN SUN LIFE'S SERVICE AREA. 994411 507442 ALL HEALTH CENTER LOCATIONS HAVE INTEGRATED BEHAVIORAL HEALTH SERVICES AVAILABLE ONSITE. CONSULTATIONS WITH A BEHAVIORAL HEALTH CONSULTANT ARE AVAILABLE TO PATIENTS THAT PRESENT WITH BEHAVIORAL HEALTH ISSUES DURING THEIR MEDICAL VISIT. BEHAVIORAL HEALTH CONSULTANTS WORK COLLABORATIVELY WITH PHYSICIANS TO COUNSEL AND EDUCATE PATIENTS ABOUT MODIFYING BEHAVIORS THAT PROMOTE POOR HEALTH OUTCOMES AND/OR WORSEN THEIR CHRONIC CONDITIONS. OUR INTEGRATED BEHAVIORAL HEALTH TEAM HELP PEOPLE LIVE HEALTHIER LIVES BY OFFERING MEDICATION ASSISTED THERAPIES, TOBACCO CESSATION, WEIGHT- LOSS, ALTERNATIVE PAIN MANAGEMENT, AND MANY OTHER HEALTH EDUCATION PROGRAMS. 994411 507442 44370828 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 1 118 0 1 507 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JESSICA COVEY 5208363446 PO BOX 10097 CASE GRANDE AZ 85130 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 TRAVIS ROBINETTE CEO 40.00 X 349220 0 17454 EDDIE ESTRADA MD CMO 40.00 X 339851 0 19667 JESSICA COVEY CFO 40.00 X 177643 0 20351 MICHELOV RHAU COO 40.00 X 119301 0 12303 JONATHAN WILLMS PHYSICIAN 40.00 X 369992 0 20653 SUSAN STEIN PHYSICIAN 40.00 X 345794 0 11127 TIMOTHY SCHMIDT PHYSICIAN 40.00 X 268953 0 19319 FRANCISCO AMAYA PINTO PHYSICIAN 40.00 X 258334 0 17366 PAVEL PETKOV PHYSICIAN 40.00 X 270401 0 10944 2499489 0 149184 64 0 1 0 PMG PRIORITY MANAGEMENT GROUP INC 700 SCHOOL STREET PAWTUCKET RI 02860 REVENUE CYCLE MANAGEMENT 607374 PAR80 INC 170 MILK STREET SUITE 2 BOSTON MA 02109 340B REFERRAL CAPTURE, RX REVENUE CYCLE 407490 THE CLEANING PEOPLE 1301 N PINAL AVENUE CASE GRANDE AZ 85122 CLEANING & JANITORIAL SERVICES 371695 SONORA QUEST LABRATORIES 1255 WEST WASHINGTON ST TEMPE AZ 85281 LABORATORY DIAGNOSTICS 150832 DRS SERVICES USA INC 8687 E VIA DE VENTURA 210 SCOTTSDALE AZ 85258 CALL CENTER FOR OVERFLOW INBOUND CALLS 141094 5 8216350 736718 720766 8953068 NET PATIENT SERVICE REVENUE 621400 28681529 28681529 PHARMACY REVENUE 621400 18502818 18502818 47184347 4955 4955 12628 0 12628 12628 12628 2050 0 2050 2050 2050 MISCELLANEOUS REVENUE 900099 983954 983954 PASSTHROUGH INCOME/ASSET IMPAIRME 621400 245798 245798 457 PLAN GAIN/LOSS 621400 196646 196646 1426398 57583446 47184347 0 1446031 2732518 1775182 957336 22170597 20554778 1615819 181294 149861 31433 1801309 1608895 192414 1795181 1608760 186421 92139 100 92039 240811 143479 97332 3659413 2743585 915828 132075 130955 1120 360181 194833 165348 293758 282660 11098 2940480 2812294 128186 171706 101570 70136 51399 41578 9821 334114 326784 7330 1179709 1089437 90272 151485 2360 149125 MEDICAL SUPPLIES 7817322 7752490 64832 EQUIPMENT 1843269 1751792 91477 MISCELLANEOUS EXPENSES 1076832 763560 313272 BAD DEBT EXPENSE 535875 535875 49561467 44370828 5190639 0 15151321 19290590 107926 107937 1250398 6199961 7524150 1035038 1126850 371753 473734 27349697 13131522 12779113 14218175 894461 1582817 213500 134596 22318 20402 143766 181539 38169555 44660790 3179929 4753339 2724641 595384 8643949 7235436 1026667 953333 5011885 5518835 20587071 19056327 X 17582484 25604463 17582484 25604463 38169555 44660790 8021979 0 X X 0 1 X 1 1 1 X 4358704 4452995 4605014 6523307 8953068 28893088 4358704 4452995 4605014 6523307 8953068 28893088 28893088 31137 10302 10912 13290 17583 83224 170672 395234 767112 771079 1426398 3530495 32506807 208000684 0.88880 0.89870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE PASSTHROUGH INCOME 457 PLAN GAIN/LOSS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1619998 1619998 14690816 5627130 9063686 524058 361585 162473 2110320 1397687 712633 8404505 5745120 2659385 14218175 457(B) AND (F) PLANS PAYABLE 687648 PPP LOAN 4413272 CAPITAL LEASE 417915 5518835 X 56326805 0 56326805 1256641 1256641 57583446 48304826 0 48304826 1256641 1256641 49561467 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "IRC") AND SIMILAR STATE PROVISIONS. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(III) OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC. INCOME DETERMINED TO BE UNRELATED BUSINESS INCOME WOULD BE TAXABLE. THE ORGANIZATION FOLLOWS THE GUIDANCE ISSUED BY U.S. GAAP. UNDER THIS GUIDANCE, THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON WHETHER IT IS "MORE-LIKELY-THAN-NOT" THAT THE POSITION WILL BE SUSTAINED BY THE TAXING AUTHORITY UPON EXAMINATION. THE ORGANIZATION ROUTINELY EVALUATES POTENTIAL UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS IDENTIFIED ITS STATUS AS AN EXEMPT ORGANIZATION AS A TAX POSITION; HOWEVER, THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY THAT REQUIRES RECOGNITION. THE ORGANIZATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION. AS OF MAY 31, 2021, U.S. FEDERAL INFORMATIONAL FOR YEARS ENDED PRIOR TO MAY 31, 2018 ARE CLOSED TO ASSESSMENT. INTEREST AND PENALTIES, IF ANY, ARE ACCRUED AS A COMPONENT OF MANAGEMENT AND GENERAL EXPENSES WHEN ASSESSED. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 535,875. NONCASH CONTRIBUTIONS 720,766. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 535,875. NONCASH CONTRIBUTIONS 720,766. 1 X X X X 0 1 0 1 0 1 0 0 0 JONATHAN WILLMS PHYSICIAN 265449 0 104543 0 0 0 2844 0 17809 0 390645 0 0 0 TRAVIS ROBINETTE CEO 273595 0 10000 0 65625 0 2094 0 15360 0 366674 0 0 0 EDDIE ESTRADA MD CMO 303167 0 0 0 36684 0 2228 0 17439 0 359518 0 0 0 SUSAN STEIN PHYSICIAN 227277 0 118517 0 0 0 1999 0 9128 0 356921 0 0 0 TIMOTHY SCHMIDT PHYSICIAN 232980 0 35973 0 0 0 2644 0 16675 0 288272 0 0 0 PAVEL PETKOV PHYSICIAN 227954 0 42347 0 100 0 169 0 10775 0 281345 0 0 0 FRANCISCO AMAYA PINTO PHYSICIAN 226475 0 31759 0 100 0 2149 0 15217 0 275700 0 0 0 JESSICA COVEY CFO 170414 0 0 0 7229 0 1060 0 19291 0 197994 0 0 0 PART I, LINE 4B DURING 2020, THE FOLLOWING CONTRIBUTIONS WERE MADE TO THE 457(F) PLAN: JESSICA COVEY - $31,500 EDDIE ESTRADA - $53,438 MICHELOV RHAU - $3,966 JONATHAN WILLMS - $12,500 DURING 2020, THE FOLLOWING DISTRIBUTIONS WERE MADE FROM THE 457(F) PLAN: EDDIE ESTRADA - $36,684 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 46 720766 FAIR MARKET VALUE 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. FORM 990, PART XII, LINE 2: THE AFFILIATED ENTITY CONSOLIDATED WITH THE ORGANIZATION HAD NO ACTIVITY NOR ASSETS FOR THE YEAR. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.