Nonprofit · EIN 86-1028348
LA LOMA SENIOR LIVING SERVICES INC
Tax-exempt · SUN CITY WEST, AZ 85376
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $18,645,657 | $27,117,445 | -$8,471,788 | $84,544,607 | $139,367,986 | -$54,823,379 |
| June 30, 2024 | 990 | $16,362,443 | $24,077,200 | -$7,714,757 | $85,854,243 | $122,653,064 | -$36,798,821 |
| June 30, 2023 | 990 | $13,044,529 | $19,498,856 | -$6,454,327 | $89,383,702 | $114,587,766 | -$25,204,064 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $18,470,324
- Investment income
- $175,333
- Net gain from sales of assets
- -$16,828
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $8,787,178
- Salaries, compensation and benefits (total)
- $10,468,865
- Professional fundraising fees
- $0
- Legal fees
- $64,197
- Accounting fees
- $55,979
- Occupancy
- $742,414
- Travel
- $107,799
- Depreciation
- $3,402,440
- Program services (functional)
- $22,349,769
- Management and general (functional)
- $4,767,676
Balance sheet and other
- Total assets, start of year
- $85,854,243
- Total assets, end of year
- $84,544,607
- Total liabilities, end of year
- $139,367,986
- Net assets, end of year
- -$54,823,379
- Land, buildings and equipment
- $76,781,823
- Net assets without donor restrictions
- -$54,823,379
- Gross receipts
- $18,662,485
- Employees
- 297
- Volunteers
- 15
- Year formed
- 2001
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH E LA RUE | PRESIDENT & CEO Officer | 2 | $0 | $572,511 | $25,146 |
| KIMBERLY THOMPSON | CHIEF EXPERIENCE OFFICER Key employee | 2 | $0 | $419,700 | $58,289 |
| JOHN COUTURE | COO Key employee | 2 | $0 | $376,209 | $59,108 |
| AMY RUNGE | CFO Officer | 2 | $0 | $323,966 | $39,489 |
| MICHELLE MARTINEZ | VP COMMUNITY OPS Highest-paid employee | 2 | $0 | $237,372 | $11,268 |
| NORA HANNAH | CHIEF ENGAGEMENT OFFICER Key employee | 2 | $0 | $215,391 | $28,309 |
| EUGENE RAWLS | VICE PRESIDENT OF PROGRAM MANAGEMENT Highest-paid employee | 2 | $0 | $207,378 | $14,812 |
| WENDY NORMAN | SVP HR G DEVELOPMENT Key employee | 2 | $0 | $202,880 | $16,744 |
| SUZY PEEL | VICE PRESIDENT REAL ESTATE PLANNING AND DEVELOPMENT Highest-paid employee | 2 | $0 | $196,036 | $23,568 |
| MEGAN WORD | VICE PRESIDENT OF MARKETING AND COMMUNICATIONS Highest-paid employee | 2 | $0 | $183,387 | $22,359 |
| NEAL SMITH | VP OF FACILITIES & CONSTRUCTION MANAGEMENT Highest-paid employee | 2 | $0 | $198,049 | $140 |
| IRENE KOVALA EDD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LEW LANCASTER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARK REIFSTECK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NEAL HASKELL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY MARRER | DIRECTOR Trustee or director | 0.5 | $0 |
| GERALD SOLOMON | DIRECTOR Trustee or director | 0.5 | $0 |
| GREG GILSTRAP | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 0.5 | $0 |
| HERMAN L ORCUTT | DIRECTOR Trustee or director | 0.5 | $0 |
| MARY CAVANAUGH-MARSH | DIRECTOR Trustee or director | 0.5 | $0 |
| REY RIVERA | DIRECTOR Trustee or director | 0.5 | $0 |
| RONALD J SYMIC | DIRECTOR Trustee or director | 0.5 | $0 |
| SHARON ORLOPP | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 0.5 | $0 |
| SINTRA HOFFMAN | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH E LA RUE | PRESIDENT & CEO Trustee or director, Officer | 2 | $0 | $669,661 | $84,229 |
| JOHN COUTURE | COO Key employee | 2 | $0 | $325,817 | $52,814 |
| KIMBERLY THOMPSON | CHIEF EXPERIENCE OFFICER Key employee | 2 | $0 | $236,752 | $43,202 |
| AMY RUNGE | CFO Officer | 2 | $0 | $274,950 | $0 |
| WENDY NORMAN | SVP HR G DEVELOPMENT Key employee | 2 | $0 | $231,836 | $13,784 |
| MICHELLE MARTINEZ | VP COMMUNITY OPS Highest-paid employee | 2 | $0 | $207,131 | $10,312 |
| NEAL SMITH | VP OF FACILITIES & CONSTRUCTION MANAGEMENT Highest-paid employee | 2 | $0 | $199,136 | $13,879 |
| KATHLEEN FREDERICK | DIR OF SALES & BUS DEV Highest-paid employee | 2 | $0 | $175,988 | $7,546 |
| KARI DAVIS-CURRY | VP COMMUNITY OPS Highest-paid employee | 2 | $0 | $169,977 | $10,824 |
| YUNXIANG LI | VP OF ACCOUNTING & FINANCIAL REPORTING Highest-paid employee | 2 | $0 | $158,254 | $17,688 |
| TAHLYA VISINTAINER | FORMER COO Former | 2 | $0 | $158,246 | $3,292 |
| SHARON GRAMBOW | FORMER CFO Former | 2 | $0 | $113,217 | $2,455 |
| IRENE KOVALA EDD | VICE CHAIR END/CHAIR BEG 09/23 Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LEW LANCASTER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| NEAL HASKELL | DIRECTOR; VICE CHAIR BEG 09/23 Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PATRICIA LEWIS FINNELL | CHAIR END 09/23 Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ROGER GIMBY | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| GARY MARRER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GERALD SOLOMON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HERMAN L ORCUTT | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOAN SMITH | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 0.5 | $0 | $0 | $0 |
| L BIRT KELLAM | DIRECTOR END 10/23 Trustee or director | 0.5 | $0 | $0 | $0 |
| MARK REIFSTECK | DIRECTOR BEG 09/23 Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL BARNES | DIRECTOR, VICE CHAIR BEG 09/23, SHF Trustee or director | 0.5 | $0 | $0 | $0 |
| RANDY MCGRANE | DIRECTOR END 02/24 Trustee or director | 0.5 | $0 | $0 | $0 |
| REV LOWELL NELSON | DIRECTOR END 03/24 Trustee or director | 0.5 | $0 | $0 | $0 |
| RONALD J SYMIC | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH E LA RUE | PRESIDENT & CEO Trustee or director, Officer | 2 | $0 | $401,589 | $91,613 |
| SHARON GRAMBOW | CFO END 3/23 Officer | 8 | $0 | $328,675 | $23,112 |
| TAHLYA VISINTAINER | COO END 8/22 Key employee | 8 | $0 | $311,551 | $14,819 |
| CARLA WRIGHT | SENIOR VP OF FINANCE END 3/23 Highest-paid employee | 2 | $0 | $187,177 | $15,274 |
| VINCE BENBENEK | CHIEF MARKETING OFF. END 10/22 Key employee | 8 | $0 | $176,786 | $19,600 |
| PAUL VANDERVEEN | VP RE PLN & DVLPMT END 12/22 Highest-paid employee | 2 | $0 | $163,336 | $12,279 |
| WENDY LABADIE | SVP HR & ORG DEVELOPMENT Key employee | 2 | $0 | $167,734 | $7,196 |
| CHARLES KERBY | EXECUTIVE DIRECTOR END 5/23 Highest-paid employee | 2 | $0 | $157,961 | $15,277 |
| BARBARA MASON | VP HOME & COMMUNITY SERVICES Highest-paid employee | 2 | $0 | $153,809 | $16,781 |
| DONALD FRIDAY | VP OF IT END 5/23 Highest-paid employee | 2 | $0 | $153,792 | $14,114 |
| JENNIFER DRAGO | CSO END 7/22 Officer | 0 | $0 | $133,518 | $1,524 |
| PATRICIA LEWIS FINNELL | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LEW LANCASTER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ROGER GIMBY | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| L BIRT KELLAM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| IRENE KOVALA EDD | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| RANDY MCGRANE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HERMAN L ORCUTT | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RONALD J SYMIC | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL BARNES | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 0.5 | $0 | $0 | $0 |
| NEAL HASKELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GARY MARRER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| REV LOWELL NELSON | DIRECTOR BEG 12/22 Trustee or director | 0.5 | $0 | $0 | $0 |
| JOAN SMITH | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 0.5 | $0 | $0 | $0 |
| GERALD SOLOMON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| AMY RUNGE | CFO BEG 3/23 Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6030, SUN CITY WEST, AZ 85376-6030
- In care of
- % AMY RUNGE
- Principal officer (990 for 2024)
- JOSEPH E LA RUE, PO BOX 6030, SUN CITY WEST, AZ 85376
- Signed the 990
- AMY RUNGE, CFO
- Phone
- (623) 537-7500
- Website
- WWW.LALOMAVILLAGE.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
LA LOMA CHAMPIONS SUPERIOR HEALTH AND WELL-BEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS.
Program accomplishments
- LA LOMA SENIOR LIVING SERVICES, INC. OPERATES A 145 RESIDENCE LIFE CARE COMMUNITY, AND HEALTH AND REHABILITATION CENTER CONSISTING OF 43 SKILLED NURSING BEDS, 11 ASSISTED LIVING APARTMENTS, AND 10 MEMORY SUPPORT APARTMENTS. THE HEALTH AND REHABILITATION CENTER PROVIDES SKILLED NURSING AND ASSISTED LIVING CARE TO ITS RESIDENTS AND OTHER COMMUNITY RESIDENTS. SUN HEALTH SERVICES, AN ARIZONA NONPROFIT CORPORATION, IS TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS THE SOLE MEMBER OF LA LOMA. SEE SCHEDULE O FOR MORE INFORMATION.Expenses $22,349,769 · revenue $18,470,324
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-1028348
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $84,544,607
- Income (IRS master file)
- $18,662,485
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $18,645,657 | $27,117,445 | $84,544,607 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $16,362,443 | $24,077,200 | $85,854,243 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $13,044,529 | $19,498,856 | $89,383,702 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $11,004,154 | $16,751,306 | $75,139,091 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 86-1028348).
Questions about LA LOMA SENIOR LIVING SERVICES INC
- What is the EIN of LA LOMA SENIOR LIVING SERVICES INC?
- The employer identification number (EIN) of LA LOMA SENIOR LIVING SERVICES INC is 86-1028348.
- Is LA LOMA SENIOR LIVING SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to LA LOMA SENIOR LIVING SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LA LOMA SENIOR LIVING SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LA LOMA SENIOR LIVING SERVICES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LA LOMA SENIOR LIVING SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LA LOMA SENIOR LIVING SERVICES INC?
- The 990 for the year ended June 30, 2025 names JOSEPH E LA RUE.
- Who are the officers and directors of LA LOMA SENIOR LIVING SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does LA LOMA SENIOR LIVING SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $18,645,657, expenses of $27,117,445 and total assets of $84,544,607 at year end.
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