2023-03-07T17:09:18-06:00 2022-05-31 440160260 FORVIS LLP 77 WEST UNIVERSITY DRIVE MESA AZ 852015830 990 2021-06-01 860296211 SUN LIFE FAMILY HEALTH CENTER INC SUNL 5208363446 PO BOX 10097 CASE GRANDE AZ 85130 JESSICA COVEY CFO 5208363446 2023-02-28 1 JESSICA COVEY 999009999 KELLY M WHITE P00622256 4808346030 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z EDDIE ESTRADA PO BOX 10097 CASE GRANDE AZ 85130 64448701 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. 12 12 568 12 0 0 8953068 12177525 47184347 50340827 7005 159 1439026 1930190 57583446 64448701 0 0 0 0 28680899 29946033 0 0 0 20880568 25778612 49561467 55724645 8021979 8724056 44660790 50187289 19056327 15858770 25604463 34328519 X SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE AND HIGH QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE. 0 0 30590949 26124320 SUN LIFE HEALTH HAS BEEN SERVING OUR COMMUNITIES FOR OVER 46 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. 14260591 21537990 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. 3355803 2066268 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. 1146485 612249 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. 1146485 612249 49353828 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 89 0 1 568 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X JESSICA COVEY 5208363446 PO BOX 10097 CASE GRANDE AZ 85130 SHIRLEY KELLY BOARD CHAIR-ELECT 1.00 X X 0 0 0 MICHELLE MARTINEZ BOARD CHAIR-ELECT 1.00 X X 0 0 0 ELLIE BROWN SECRETARY 1.00 X X 0 0 0 MARILYN COOPER-LUNT DIRECTOR 1.00 X 0 0 0 RONA CURPHY TREASURER 1.00 X 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 JOHN HERNANDEZ DIRECTOR 1.00 X 0 0 0 KIM COLLINS DIRECTOR 1.00 X 0 0 0 CLINTON NORMORE DIRECTOR 1.00 X 0 0 0 HELEN NEUHARTH DIRECTOR 1.00 X 0 0 0 JONATHAN WILLMS CMO 40.00 X 380589 0 24839 EDDIE ESTRADA MD CEO 40.00 X 384115 0 21137 JESSICA COVEY CFO 40.00 X 186880 0 25148 MICHELOV RHAU COO 40.00 X 172254 0 12897 SUSAN STEIN PHYSICIAN 40.00 X 314925 0 10691 TIMOTHY SCHMIDT PHYSICIAN 40.00 X 263762 0 28056 FRANCISCO AMAYA PINTO PHYSICIAN 40.00 X 280871 0 21274 PAVEL PETKOV PHYSICIAN 40.00 X 291687 0 11889 LOGAN WALTER PHYSICIAN 40.00 X 273990 0 15492 TRAVIS ROBINETTE FORMER CEO (THROUGH JULY 2021) 40.00 X 446211 0 11713 2995284 0 183136 61 1 1 0 BREISE CONSTRUCTION 8510 E VERNON AVE SCOTTSDALE AZ 85257 CONSTRUCTION 2485882 CORONIS HEALTH 700 SCHOOL ST PAWTUCKET RI 02860 REVENUE CYCLE MANAGEMENT 617792 PAR80 INC 170 MILK STREET SUITE 2 BOSTON MA 02109 340B REFERRAL CAPTURE, RX REVENUE CYCLE 483167 THE CLEANING PEOPLE 1301 N PINAL AVENUE CASE GRANDE AZ 85122 CLEANING & JANITORIAL SERVICES 455145 SONORA QUEST LABRATORIES 1255 WEST WASHINGTON ST TEMPE AZ 85281 LABORATORY DIAGNOSTICS 186919 9 X 11426952 750573 741681 12177525 NET PATIENT SERVICE REVENUE 621400 28802837 28802837 PHARMACY REVENUE 621400 21537990 21537990 50340827 159 159 4129 0 4129 4129 4129 MISCELLANEOUS REVENUE 900099 1652643 1652643 PASSTHROUGH INCOME/ASSET IMPAIRME 621400 333329 333329 457 PLAN GAIN/LOSS 621400 -59911 -59911 1926061 64448701 50340827 0 1930349 3095044 2111102 983942 22487390 20596420 1890970 572204 406996 165208 2041754 1787892 253862 1749641 1580283 169358 91643 16251 75392 710333 418277 292056 3700845 2781690 919155 118351 116551 1800 362518 151270 211248 297448 281258 16190 3684194 3379010 305184 253708 120922 132786 114770 93718 21052 365185 306438 58747 1479372 1272891 206481 165902 9746 156156 MEDICAL SUPPLIES 9365478 9364871 607 EQUIPMENT 2007078 1839868 167210 BAD DEBT EXPENSE 1794151 1794151 MISCELLANEOUS EXPENSES 1267636 924223 343413 55724645 49353828 6370817 0 19290590 17048266 107937 107948 228686 7524150 7253845 1126850 1388673 473734 804539 35581755 14610895 14218175 20970860 1582817 2046058 134596 100974 20402 20402 181539 217038 44660790 50187289 4753339 4227519 595384 2924056 7235436 6976343 953333 880000 5518835 850852 19056327 15858770 X 25604463 34328519 25604463 34328519 44660790 50187289 8724056 0 X X 0 1 X 1 1 1 X 4452995 4605014 6523307 8953068 12177525 36711909 4452995 4605014 6523307 8953068 12177525 36711909 36711909 10302 10912 13290 17583 4288 56375 395234 767112 771079 1426398 1926061 5285884 42054168 218347121 0.87300 0.88880 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 5932708 5932708 14797950 6105154 8692796 4140949 599365 3541584 2190134 1502757 687377 8520014 6403619 2116395 20970860 457(B) AND (F) PLANS PAYABLE 573355 CAPITAL LEASE 277497 850852 X 61912869 0 61912869 2535832 2535832 64448701 53188813 0 53188813 2535832 2535832 55724645 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, 2022, U.S. FEDERAL INFORMATIONAL FOR YEARS ENDED PRIOR TO MAY 31, 2019 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 1,794,151. NONCASH CONTRIBUTIONS 741,681. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 1,794,151. NONCASH CONTRIBUTIONS 741,681. 1 X X X X 0 1 0 1 0 1 0 0 0 TRAVIS ROBINETTE FORMER CEO (THROUGH JULY 2021) 132214 0 25659 0 288338 0 1786 0 9927 0 457924 0 0 0 JONATHAN WILLMS CMO 268470 0 112119 0 0 0 2858 0 21981 0 405428 0 0 0 EDDIE ESTRADA MD CEO 309939 0 17429 0 56747 0 1867 0 19270 0 405252 0 0 0 SUSAN STEIN PHYSICIAN 220052 0 94873 0 0 0 1952 0 8739 0 325616 0 0 0 PAVEL PETKOV PHYSICIAN 220352 0 71335 0 0 0 1949 0 9940 0 303576 0 0 0 FRANCISCO AMAYA PINTO PHYSICIAN 214677 0 66194 0 0 0 2193 0 19081 0 302145 0 0 0 TIMOTHY SCHMIDT PHYSICIAN 221055 0 42707 0 0 0 2169 0 25887 0 291818 0 0 0 LOGAN WALTER PHYSICIAN 218304 0 55686 0 0 0 902 0 14590 0 289482 0 0 0 JESSICA COVEY CFO 169311 0 10746 0 6823 0 1698 0 23450 0 212028 0 0 0 MICHELOV RHAU COO 163905 0 8349 0 0 0 1657 0 11240 0 185151 0 0 0 PART I, LINE 4B DURING 2021, THE FOLLOWING CONTRIBUTIONS WERE MADE TO THE 457(F) PLAN: JESSICA COVEY - $31,500, EDDIE ESTRADA - $57,188, MICHELOV RHAU - $29,063, JONATHAN WILLMS - $37,500. DURING 2021, THE FOLLOWING DISTRIBUTIONS WERE MADE FROM THE 457(F) PLAN: EDDIE ESTRADA - $56,747, TRAVIS ROBINETTE $67,594 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 43 741681 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 AS NEEDED. IF PAY RANGES CHANGE, THE C-SUITE APROVES. INCREASES AND ANNUAL INCREASES ARE PRESENTED AS PART OF THE BUDGET PROCESS AND FINANCIAL REVIEW PROCESS BY THE BOARD. THIS PROCESS IS USED ACROSS THE BOARD WITH ALL EMPLOYEE CLASSES. THIS PROCESS LAST OCCURRED IN EARLY 2022 FOR ALL ROLES. 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 VIII, LINE 1E THE ORGANIZATION IS APPLYING REV. PROC. 2021-48 SECTION 3.01(3) TO TREAT AS TAX-EXEMPT INCOME RESULTING FROM THE COMPLETE FORGIVENESS OF THE PPP LOAN THAT THE ORGANIZATION RECEIVED IN THE AMOUNT OF $4,461,395 DURING THE TAX YEAR. FORGIVENESS OF THE PPP LOAN HAS BEEN GRANTED AS OF THE DATE THIS RETURN IS FILED. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.