2024-03-20T11:29:13-05:00 2023-05-31 FORVIS LLP PO BOX 3667 LITTLE ROCK AR 722033667 990 2022-06-01 860296211 SUN LIFE FAMILY HEALTH CENTER INC % JESSICA COVEY SUNL 5208363446 PO BOX 10097 CASE GRANDE AZ 85130 JESSICA COVEY CFO 5208363446 2024-03-13 true JESSICA COVEY 000000000 AMBER SHERRILL P00748683 5013721040 2022 2023-04-26 12:10:37Z EDDIE ESTRADA PO BOX 10097 CASE GRANDE AZ 85130 66287882 false X N/A X 1976 AZ SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE & HIGH QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE. 11 11 607 11 0 0 12177525 11551307 50340827 54619639 159 -1446 1930190 116542 64448701 66286042 0 0 0 0 29946033 33580402 0 0 0 25778612 28145552 55724645 61725954 8724056 4560088 50187289 63881678 15858770 24978660 34328519 38903018 X SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE AND HIGH QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE. false false 31782193 0 27094924 Sun Life Health has been serving rural Arizona since 1976. 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. 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. 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 operates OB/GYN services in four locations located in Casa Grande, Chandler, Mesa 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. 15246239 0 21707861 Sun Life Health proudly offers pharmacy services at all health center locations. Access to these services are available at our full-service community pharmacies located in Casa Grande Family Practice, Casa Grande Ob/Gyn, Eloy, Florence, Maricopa, Mesa, Oracle and San Manuel. Sun Life Health participates in a program called 340b which helps provide affordable medications to those who need it most. Sun Life Health also operates a team of Clinical Pharmacists deeply rooted within the care team to assist high-risk patients with much needed medication management and disease education to improve overall health. 4593773 0 3080442 UnlikE other FQHCs, Sun Life Health offers a robust oral health program, including comprehensive general dentistry, pediatric dentistry and orthodontics within our Casa Grande location. Dental services available at these locations include oral health screening, education, restorative treatment, fillings, extractions, bridges, dentures and orthodontics. Sun Life Health offers a community dental program in partnership with the Arizona Department of Health that imbeds dental hygienists in the schools to provide free sealants and fluoride varnishes in Pinal County, as well as, at our pediatric office to encourage establishing a dental home within the pediatric well-child check. Sun Life Health is proud to have a pediatric dental residency program in partnership with NYU Langone, increasing access to pediatric dental providers within Pinal County. Recently implemented a Dental Assistant Training Program, Sun Life Health is committed to educating and growing the future of dental providers in Arizona. SUN LIFE HEALTH OFFERS AN INTEGRATED BEHAVIORAL HEALTH PROGRAM, WHICH PROVIDES MUCH NEEDED INTERVENTIONS WITH A BEHAVIORALIST TO ASSIST PATIENTS WITH COUNSELING AND COACHING TO ADDRESS THEIR BEHAVIORAL HABITS THAT LEAD TO POOR HEALTH OUTCOMES. OUR TEAM OF INTEGRATED BEHAVIORAL HEALTH CONSULTANTS WORK COLLABORATIVELY WITH PHYSICIANS TO COUNSEL AND EDUCATE PATIENTS ABOUT MODIFYING BEHAVIORS THAT CONTRIBUTE TO 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, 735751 0 209950 AND MANY OTHER HEALTH EDUCATION PROGRAMS. 735751 0 209950 52357956 true true false false false false false false false false true false false true true false true false false false false false false false false false false false false true false false false false false false false false true false false false false false false false false true 80 0 true 607 true false false false false false false false false false false false false X 11 11 false false true false false false false true true false false true true true true true true true true true true X JESSICA COVEY 5208363446 PO BOX 10097 CASE GRANDE AZ 85130 X JONATHAN WILLMS CMO 40.0 0.0 X 381152 0 81314 EDDIE ESTRADA MD CEO 40.0 0.0 X 330900 0 100278 TIMOTHY SCHMIDT PHYSICIAN 40.0 0.0 X 331533 0 34870 SUSAN STEIN PHYSICIAN 40.0 0.0 X 350515 0 15001 LOGAN WALTER PHYSICIAN 40.0 0.0 X 319267 0 31195 PAVEL PETKOV PHYSICIAN 40.0 0.0 X 334668 0 13643 FRANCISCO AMAYA PINTO PHYSICIAN 40.0 0.0 X 274432 0 29035 JESSICA COVEY CFO 40.0 0.0 X 199761 0 59588 MICHELOV RHAU COO 40.0 0.0 X 187677 0 48169 SHIRLEY KELLY BOARD CHAIR ELECT 1.0 0.0 X X 0 0 0 MICHELLE MARTINEZ BOARD CHAIR-ELECT 1.0 0.0 X X 0 0 0 ELLIE BROWN SECRETARY 1.0 0.0 X X 0 0 0 MARILYN COOPER-LUNT DIRECTOR 1.0 0.0 X 0 0 0 RONA CURPHY TREASURER 1.0 0.0 X X 0 0 0 GORDON NEDOM DIRECTOR 1.0 0.0 X 0 0 0 MARIE ROYBAL DIRECTOR 1.0 0.0 X 0 0 0 TIM SARNOWSKI DIRECTOR 1.0 0.0 X 0 0 0 JOHN HERNANDEZ DIRECTOR 1.0 0.0 X 0 0 0 KIM COLLINS DIRECTOR 1.0 0.0 X 0 0 0 CLINTON NORMORE DIRECTOR 1.0 0.0 X 0 0 0 2709905 0 413093 59 false true false CONSTRUCTION PROJECT MANAGEMENT 1750 S LOS FELIZ DR STE 103 TEMPE AZ 85281 CONSTRUCTION 1223569 BREISE CONSTRUCTION 8510 E VERNON AVE SCOTTSDALE AZ 85257 CONSTRUCTION 864593 CORONIS HEALTH 700 SCHOOL ST PAWTUCKET RI 02860 REV CYCLE MANAGEMENT 591842 THE CLEANING PEOPLE 1301 N PINAL AVE CASA GRANDE AZ 85122 JANITORIAL SERVICES 497127 ALLEGIS GROUP HOLDINGS 7301 PARKWAY DR HANOVER MD 21076 STAFFING AGENCY 336080 9 11281712 269595 475245 11551307 Patient Revenue 621400 27389041 27389041 Pharmacy Revenue 621400 21707861 21707861 OTHER PROGRAM SERVICE REVENUE 621400 5522737 5522737 54619639 394 394 0 0 0 0 0 1840 -1840 -1840 -1840 0 0 0 0 0 0 0 0 0 PURCHASE DISCOUNTS 900099 36524 36524 PRECEPTOR FEES 900099 31875 31875 REBATE 900099 24359 24359 23784 23784 116542 66286042 54619639 115096 0 0 0 0 1205907 551213 654694 0 27534558 24248893 3285665 475431 251580 223851 2355022 2044772 310250 2009484 1743120 266364 0 119910 1000 118910 68500 68500 0 0 0 5186006 2847038 2338968 0 510865 510292 573 460018 188051 271967 353826 334428 19398 0 4434673 3933566 501107 298907 128940 169967 0 275004 188584 86420 323564 310052 13512 0 1696799 1503266 193533 167575 12659 154916 SUPPLIES 10641895 10625433 16462 EQUIPMENT 2113212 1880458 232754 RECRUITMENT 370801 259022 111779 DUES & LICENSES 188291 114547 73744 935706 681042 254664 61725954 52357956 9367998 0 17048266 17648555 107948 108039 228686 208819 7253845 6297623 0 0 0 0 0 0 1388673 1965918 804539 818123 39800119 16230622 20970860 23569497 2046058 1198246 0 923883 100974 284116 20402 20402 217038 10838457 50187289 63881678 4227519 5550794 0 0 2924056 12707 0 0 0 0 0 0 6976343 7368534 880000 0 850852 12046625 15858770 24978660 X 34328519 38538618 0 364400 34328519 38903018 50187289 63881678 4560088 14411 X false true X true true true X 4605014 6523307 895068 12177525 11551307 35752221 0 0 4605014 6523307 895068 12177525 11551307 35752221 0 35752221 10912 13290 17583 4288 394 46467 0 767112 771079 1426398 1985972 2643004 7593565 43392253 228800599 0.82393 0.87300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5932708 5932708 16966746 6654187 10312559 3677706 873236 2804470 11276070 7595462 3680608 1946889 1107737 839152 23569497 Security deposits 205379 ROU ASSET 10633078 10838457 0 457 plans 803214 Capital Lease 11243411 12046625 65825208 14411 14411 65810797 475245 475245 66286042 61250709 61250709 475245 475245 61725954 FORM 990, SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL INCOME TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. FORM 990, SCHEDULE D, PART XI, LINE 4B NONCASH CONTRIBUTION 475,245 FORM 990, SCHEDULE D, PART XII, LINE 4B NONCASH CONTRIBUTION 475,245 X X X X false true false true false true false false false JONATHAN WILLMS CMO 305240 0 75912 0 0 0 53050 0 28264 0 462466 0 0 0 EDDIE ESTRADA MD CEO 325981 0 4919 0 0 0 82146 0 18132 0 431178 0 0 0 SUSAN STEIN PHYSICIAN 218553 0 131962 0 0 0 2082 0 12919 0 365516 0 0 0 PAVEL PETKOV PHYSICIAN 219785 0 114883 0 0 0 1957 0 11686 0 348311 0 0 0 FRANCISCO AMAYA PINTO PHYSICIAN 213477 0 60955 0 0 0 2072 0 26963 0 303467 0 0 0 TIMOTHY SCHMIDT PHYSICIAN 225676 0 105857 0 0 0 2280 0 32590 0 366403 0 0 0 LOGAN WALTER PHYSICIAN 218304 0 100963 0 0 0 3050 0 28145 0 350462 0 0 0 JESSICA COVEY CFO 187486 0 3770 0 8505 0 36529 0 23059 0 259349 0 0 0 MICHELOV RHAU COO 186207 0 1470 0 0 0 36597 0 11572 0 235846 0 0 0 FORM 990, SCHEDULE J, PART I, LINE 4B DURING 2022, THE FOLLOWING CONTRIBUTIONS WERE MADE TO THE 457(F) PLAN: JESSICA COVEY - $34,688 EDDIE ESTRADA - $79,531 MICHELOV RHAU - $34,688 JONATHAN WILLMS - $50,000 DURING 2022, NO DISTRIBUTIONS WERE MADE FROM THE 457(F) PLAN. FORM 990, SCHEDULE J, PART I, LINE 5A PHYSICIANS RECEIVE BONUSES BASED ON PRODUCTIVITY, WHICH CLOSELY RELATES TO REVENUES. FORM 990, SCHEDULE J, PART I, LINE 6A CONTRIBUTIONS INTO THE 457(F) PLAN ARE BASED ON MEETING SPECIFIED GOALS RELATED TO NET INCOME. X 1 475245 FMV 0 false true false FORM 990, SCHEDULE M, PART I, COLUMN B COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 4 MS. KELLY PRESENTED THE CORPORATE RESOLUTION : POLICIES FOR GOVERNING BOARD REVIEW AND APPROVAL FOR THE BOARD'S ADOPTION. THE INTENT OF THE RESOLUTION IS TO LIMIT THE BOARD'S LIABILITY BY NOT REQUIRING THE BOARD'S APPROVAL OF OPERATIONAL POLICIES, SPECIFICALLY CLINICAL, PHARMACY, AND IT/CYBERSECURITY RELATED POLICIES, WHILE MAINTAINING THE BOARD'S FIDUCIARY RESPONSIBLITY. THE POLICIES THAT THE BOARD WILL CONTINUE TO REGULARLY REVIEW AND APPROVE, AS STATED IN THE RESOLUTION ARE FINANCE, TO INCLUDE SLIDING FEE SCALE FINANCIAL ACCOUNTING AND BILLING AND COLLECTIONS, QUALITY IMPROVEMENT, PERSONNEL, ADMINISTRATIVE SPECIFIC TWO HOURS OF OPERATION AND LOCATION SCOPE OF SERVICE, AND COMPLIANCE. OF NOTE, THE BYLAWS SHALL COINCIDE WITH THIS RESOLUTION IF ADOPTED. FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT WAS FILED, THE FORM 990 WAS REVIEWED BY THE ACCOUNTING SUPERVISOR AND DIRECTOR OF FINANCE. 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 COMMITTEE HAS REASON TO BELIEVE THAT AN INDIVIDUAL HAS FAILED TO DISCLOSE CONFLICT, THE BOARD OR COMMITTEE TAKES APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A & 15B HUMAN RESOURCES PARTICIPATES IN VARIOUS SALARY SURVEYS DURING THE YEAR AS NEEDED. IF PAY RANGES CHANGE, THE C-SUITE APPROVES. 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. THE 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.