2025-03-27T15:35:11+00:00 2024-05-31 440160260 Forvis Mazars LLP PO Box 3667 Little Rock AR 722033667 990 2023-06-01 860296211 SUN LIFE FAMILY HEALTH CENTER INC SUNL 5208363446 PO BOX 10097 CASE GRANDE AZ 85130 JESSICA COVEY CFO 5208363446 2025-03-27 true Amber Sherrill P00748683 5013721040 2025-03-27 2023 2025-03-06 01:10:19Z EDDIE ESTRADA PO BOX 10097 CASE GRANDE AZ 85130 77359508 false X SUNLIFEHEALTH.ORG X 1976 AZ SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE & HIGH-QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE. 10 10 629 10 0 0 11551307 9944775 54619639 66984221 -1446 2755 116542 176982 66286042 77108733 0 0 0 0 33580402 39673265 0 0 0 28145552 32235281 61725954 71908546 4560088 5200187 63881678 65637361 24978660 21382678 38903018 44254683 X SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE AND HIGH-QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE. false false 37351154 0 37278099 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 chronic health care conditions. Primary care services delivered to the target population focuses 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 (from 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, Women's Wellness 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. Offering mammography services in Casa Grande to increase patient accessibility for early cancer detection. As the only Ryan White Part A primary care service provider in Pinal County, Sun Life Health also provides medical services that focus on managing the complex health care needs of individuals who have HIV/AIDS and aid in the prevention of HIV by offering HIV PrEP services. 17929994 0 25508878 Sun Life Health offers pharmacy services at eight 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. 6300094 0 3985636 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 THIS LOCATION 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. 928065 0 211608 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 their 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, and many other health education programs. 928065 211608 62509307 true true 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 92 0 true 629 true false false false false false false false false false false false false X 10 10 false false false 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 MARIE ROYBAL SECRETARY 1.0 0.0 X X 0 0 0 RONA CURPHY CHAIR 1.0 0.0 X X 0 0 0 CLINTON NORMORE MEMBER 1.0 0.0 X 0 0 0 ELLIE BROWN MEMBER 1.0 0.0 X 0 0 0 GORDON NEDOM MEMBER 1.0 0.0 X 0 0 0 JOHN HERNANDEZ MEMBER 1.0 0.0 X 0 0 0 KIM COLLINS MEMBER 1.0 0.0 X 0 0 0 MARILYN COOPER-LUNT MEMBER 1.0 0.0 X 0 0 0 SHIRLEY KELLY MEMBER 1.0 0.0 X 0 0 0 TIM SARNOWKIS MEMBER 1.0 0.0 X 0 0 0 EDDIE ESTRADA MD CEO 40.0 0.0 X 636657 0 29847 JESSICA COVEY CFO 40.0 0.0 X 217747 0 74772 JONATHAN WILLMS CMO 40.0 0.0 X 387320 0 101203 MICHELOV RHAU COO 40.0 0.0 X 203908 0 53502 Francisco Amaya Pinto Physician 40.0 0.0 X 345262 0 40465 LOGAN WALTER Physician 40.0 0.0 X 329557 0 38034 PAVEL PETKOV PHYSICIAN 40.0 0.0 X 313489 0 19881 SUSAN STEIN PHYSICIAN 40.0 0.0 X 323220 0 21633 TAKISH ZIAD Pediatric Dentist 40.0 0.0 X 338560 0 36177 3095720 0 415514 73 false true false BOULDER ASSOCIATES 1426 PEARL ST STE 300 BOULDER CO 80302 ARCHITECTURAL 1390082 NEXCORE HEALTHCARE DEVELOPMENT LLC 1550 MARKET STREET STE 200 DENVER CO 80202 REAL ESTATE DEVELOPER 899000 CONSTRUCTION & PROJECT MANAGEMENT 1750 S LOS FELIZ DR STE 103 TEMPE AZ 85281 CONSTRUCTION 739789 CORONIS HEALTH LLC 5963 EXCHANGE DR STE 114 SYKESVILLE MD 21784 REVENUE MANAGEMENT SOLUTIONS 639866 VBCARE NETWORK LLC 700 E JEFFERSON ST STE 100 PHOENIX AZ 85034 REVENUE MANAGEMENT SOLUTIONS 504510 12 9944775 1200643 9944775 PATIENT REVENUE 621400 36324052 36324052 PHARMACY REVENUE 621400 25508573 25508573 OTHER PROGRAM SERVICE REVENUE 621400 5151596 5151596 0 0 0 0 66984221 488 488 1280 1280 0 1280 1280 253042 250775 0 2267 2267 2267 CASH BACK 900099 69606 69606 PRECEPTOR FEES 900099 56749 56749 PURCHASE DISCOUNTS 900099 34066 34066 15281 0 0 15281 175702 77108733 66984221 0 179737 1758913 944889 814024 31641060 28857246 2783814 902396 703139 199257 3034650 2700446 334204 2336246 2119981 216265 84000 84000 107875 107875 5361819 3820401 1541418 0 301125 300627 498 1092865 627179 465686 497709 417648 80061 4958663 4271637 687026 231205 114638 116567 200047 138652 61395 298135 287288 10847 1766501 1399293 367208 190674 14953 175721 SUPPLIES 13321994 13317509 4485 EQUIPMENT 2306562 2078729 227833 RECRUITMENT 432319 182117 250202 DUES & LICENSES 160409 104699 55710 923379 108236 815143 0 71908546 62509307 9399239 0 17648555 10157272 108039 108141 208819 305808 6297623 13808587 0 0 0 0 0 0 1965918 2741768 818123 591295 42696577 17706325 23569497 24990252 1198246 1495876 923883 1079908 284116 673460 20402 20402 10838457 9664592 63881678 65637361 5550794 4015184 0 0 12707 12707 0 0 0 0 0 0 7368534 6146125 0 0 12046625 11208662 24978660 21382678 X 38538618 42263788 364400 1990895 0 0 0 0 0 0 38903018 44254683 63881678 65637361 5200187 151478 0 X false true X true true true X 6523307 895068 12177525 11551307 9944775 41091982 0 0 6523307 895068 12177525 11551307 9944775 41091982 0 41091982 13290 17583 4288 394 1768 37323 0 771079 470145 149996 116542 175702 1683464 42812769 262784200 0.9598 0.8239 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - ALL OTHER REVENUE, COLUMN A - 771079.0, COLUMN B - 273499.0, COLUMN C - 149996.0, COLUMN D - 116542.0, COLUMN E - 15281.0, COLUMN F - 1326397.0; DESCRIPTION - 457 PLAN GAIN/LOSS, COLUMN A - 0.0, COLUMN B - 196646.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 196646.0; DESCRIPTION - PURCHASE DISCOUNTS, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 34066.0, COLUMN F - 34066.0; DESCRIPTION - PRECEPTOR FEES, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 56749.0, COLUMN F - 56749.0; DESCRIPTION - CASH BACK, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 69606.0, COLUMN F - 69606.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5936658 5936658 17106858 7245795 9861063 3870405 1178825 2691580 9213218 6053642 3159576 6569438 3228063 3341375 24990252 SECURITY DEPOSITS 208900 ROU ASSET 9455692 9664592 457 PLANS 999038 CAPITAL LEASE 10209624 11208662 77260211 151478 0 151478 77108733 0 0 77108733 71908546 0 0 71908546 0 0 71908546 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. X true true X X X X false true false true false true false false false EDDIE ESTRADA MD CEO 340743 0 31729 0 264185 0 11659 0 18188 0 666504 0 264185 0 JONATHAN WILLMS CMO 307939 0 79381 0 0 0 73950 0 27253 0 488523 0 0 0 JESSICA COVEY CFO 213528 0 4219 0 0 0 50195 0 24577 0 292519 0 0 0 MICHELOV RHAU COO 201921 0 1987 0 0 0 42245 0 11257 0 257410 0 0 0 Francisco Amaya Pinto Physician 335062 0 10200 0 0 0 11876 0 28589 0 385727 0 0 0 TAKISH ZIAD Pediatric Dentist 220858 0 117702 0 0 0 9407 0 26770 0 374737 0 0 0 LOGAN WALTER Physician 204458 0 125099 0 0 0 9801 0 28233 0 367591 0 0 0 SUSAN STEIN PHYSICIAN 217042 0 106178 0 0 0 8596 0 13037 0 344853 0 0 0 PAVEL PETKOV PHYSICIAN 216996 0 96493 0 0 0 6796 0 13085 0 333370 0 0 0 Schedule J, Part I, Line 1a Travel for companions ELLIE BROWN RECEIVED PAYMENT FOR COMPANION TRAVEL, WHICH WAS INCLUDED IN W-2 WAGES. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING 2023, THE FOLLOWING CONTRIBUTIONS WERE MADE TO THE 457(F) PLAN: JESSICA COVEY - $43,046 MICHELOV RHAU - $39,930 JONATHAN WILLMS - $60,750 DURING 2023, THE FOLLOWING DISTRIBUTIONS WERE MADE FROM THE 457(F) PLAN. EDDIE ESTRADA $264,185 Schedule J, Part I, Line 5a Compensation contingent on revenues of the organization PHYSICIANS RECEIVE BONUSES BASED ON PRODUCTIVITY, WHICH CLOSELY RELATES TO REVENUES. Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization CONTRIBUTIONS INTO THE 457(F) PLAN ARE BASED ON MEETING SPECIFIED GOALS RELATED TO NET INCOME. X 1 1200643 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Drugs and medical supplies - COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 928,065 including grants of $ 0)(Revenue $ 211,608) 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 their 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, and many other health education programs. Form 990, Part VI, Line 15 A & B 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 MID 2023 FOR ALL ROLES Form 990, Part VI, Line 11b Review of form 990 by governing body BEFORE IT WAS FILED, THE FORM 990 WAS REVIEWED BY THE ACCOUNTING MANAGER, STAFF ACCOUNTANT, AND DIRECTOR OF FINANCE. IT WAS THEN PRESENTED TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS AT MONTHLY MEETINGS. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue MISCELLANOUS - Total Revenue: 15281, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 15281;