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LA LOMA SENIOR LIVING

SUN CITY WEST, AZ · EIN 861028348 · Form 990 · FY2021 · NTEE P75 · Human Services · Large ($10M-$50M) · www.sunhealth.org
revenue
$11.0M
expenses
$16.8M
net assets
$-18.7M
employees
238
volunteers
14
program ratio
92%
mission · from form 990

LA LOMA OFFERS A RELAXED AND WORRY-FREE LIFESTYLE FOR ITS RESIDENTS. THE HEALTH AND REHABILITATION CENTER PROVIDES SKILLED NURSING AND ASSISTED LIVING CARE TO ITS RESIDENTS.

profile · synthesized from sources

Sun Health is a non-profit organization based in Sun City West, AZ, offering a range of senior living options, health and wellness programs, and rehabilitation services. They provide independent living, assisted living, memory support, and skilled nursing care, alongside community wellness initiatives. The organization also includes a foundation that supports its various programs and services.

activities · 4 clusters

what they do

  • Resident Wellness Center Services 2 activities
    • One-on-one wellness planning
      Provides personalized wellness planning with a Wellness Navigator, focusing on movement, nutrition, brain health, and social connection for residents.
    • Wellness Planning and Navigation
      Offers one-on-one wellness planning with a dedicated Wellness Navigator, focusing on movement, nutrition, brain health, and social connection for residents.
  • Continuing Care Retirement Communities 2 activities
    • Operation of Senior Living and Medical Facilities
      Operates La Loma Village, a senior living community, and a Medical Office Building to provide and expand access to medical and wellness resources in the West Valley community.
    • Operation of senior living and medical facilities
      Operates La Loma Village and an on-site Medical Office Building to provide integrated senior living and healthcare services in the West Valley community.
  • Employee and Dependent Scholarship Programs 1 activity
    • Employee Scholarship Program
      Provides scholarships of up to $4,000 annually to eligible employees for higher education and vocational training, having awarded over $100,000 since 2015.
  • Uncategorized 1 activity
    • Employee education and vocational training scholarships
      Offers scholarships of up to $4,000 annually to eligible employees (working at least six months and averaging 20 hours per week) for higher education and vocational training, contributing over $100,000 since 2015.
financials · form 990 · fy2021

the money

revenue
Total revenue$11.00M
Contributions & grants$39K0%
Program service revenue$10.98M100%
Investment income$5K0%
Other revenue$-16K
expenses
Total expenses$16.75M
Program expenses92%
Admin / overhead8%
Fundraising0%
Salaries & benefits$7.86M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$75.14M
Cash$6.60M
Investments$123K
Liabilities$93.89M
Net assets$-18.75M
Liquid reserves4.8 mo
3 years on record · 2019–2021 · YoY revenue -2.4%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 10
NameTitleHours/wkCompensation
JOSEPH E LA RUE PRESIDENT & CEO 2 $502K
SHARON GRAMBOW CFO 8 $444K
JENNIFER DRAGO VP BUSINESS DEVELOPMENT 0 $336K
TAHLYA VISINTAINER CHIEF OPERATING OFFICER 8 $317K
VINCE BENBENEK CHIEF MARKETING OFFICER 8 $253K
BHAKTI GOSALIA VP OF OPERATIONS 2 $232K
WENDY LABADIE SVP HR & ORG DEVELOPMENT 2 $168K
BARBARA MASON VP HOME & COMMUNITY SERVICES 2 $159K
KARI DAVIS-CURRY EXECUTIVE DIRECTOR 2 $156K
CHARLES KERBY EXECUTIVE DIRECTOR 2 $147K
board members · 14
  • GERALD S SOLOMON — DIRECTOR
  • HERMAN L ORCUTT — DIRECTOR
  • IRENE KOVALA EDD — VICE CHAIR
  • JOAN SMITH — DIRECTOR, EX-OFFICIO, SHF
  • JONATHAN HOWARD — DIRECTOR
  • L BIRT KELLAM — DIRECTOR
  • LEW LANCASTER — TREASURER
  • PATRICIA LEWIS FINNELL — CHAIR
  • PATRICIA ROURKE — SECRETARY
  • RANDY MCGRANE — DIRECTOR
  • ROGER GIMBY — DIRECTOR, EX-OFFICIO, SHF
  • RONALD J SYMIC — DIRECTOR
  • TODD CANTERBURY — DIRECTOR END 08/2021
  • TODD HORNBACK — EX-OFFICIO, SHF CHAIR
relationships · 6

who they work with

  • City of Litchfield Park Government — Funded the roundabout at Litchfield Road and Brinton Avenue as part of joint infrastructure development.
  • Edith Litchfield Denny Partner — Daughter of Paul Litchfield, entrusted the land to Sun Health.
  • La Loma Village residents Partner — Resident committee sponsors and awards scholarships to employees
  • Litchfield family Partner — Entrusted Rancho La Loma to Sun Health with the condition it would be preserved for the benefit of the West Valley.
  • Sun Health Partner — Rancho La Loma was entrusted to Sun Health by the Litchfield family to serve the West Valley.
  • Wally Denny Partner — Son-in-law of Paul Litchfield, entrusted the land to Sun Health.