Compiled from MSRB EMMA & public records · read-only public record · debt as of Sep 17, 2026 · latest trade Sep 16, 2026 · latest filing Aug 28, 2026
Credit ratings
not compiledNo agency ratings have been compiled for this issuer from EMMA’s per-security feed. This is a coverage gap, not a statement that the issuer is unrated — ratings may be stated on the official statements or the rating agencies’ own sites.
Maturity profile
par maturing by year · as of Sep 2026Recent activity
rating actions & filingsQuarterly / Monthly Financial Information filed
Aug 28, 2026 · Quarterly / Monthly Financial Information: 2026 4th Quarter Rep…
Other Financial / Operating Data filed
Aug 21, 2026 · Other Financial / Operating Data: Call Notice and Replay Reposi…
Budget filed
Aug 14, 2026 · Budget: 2027 Budget
Quarterly / Monthly Financial Information filed
Jul 30, 2026 · Quarterly / Monthly Financial Information: Financial Statements…
Audited Financial Statements or ACFR filed
Jun 15, 2026 · Audited Financial Statements or ACFR: Financial Statements and …
Quarterly / Monthly Financial Information filed
May 29, 2026 · Quarterly / Monthly Financial Information: 2026 3rd Quarter Rep…
Debt overview
EMMA-derivedOutstanding par (EMMA est.)—
Securities14
Callable21%
Outstanding securities
14Market activity
EMMA · secondary trades · latest Sep 16, 2026Each dot is a reported secondary trade — yield by trade date, sized by par, colored by trade side. Hover for detail.
Trade dateSecurityPriceYieldSizeSide
Sep 16
378287AP1
95.08
5.55%
115,000
Customer Sold
Sep 16
378287AP1
95.10
5.54%
115,000
Customer Bought
Sep 15
378287AX4
92.32
5.54%
20,000
Customer Bought
Sep 15
378287AX4
92.32
5.54%
20,000
Inter-Dealer Trade
Sep 15
378287AX4
92.32
5.54%
20,000
Inter-Dealer Trade
Sep 3
378287AX4
93.25
5.47%
50,000
Customer Sold
Sep 3
378287AX4
93.95
5.42%
50,000
Inter-Dealer Trade
Trade prints reported to the MSRB — a live market signal a manual issuer page cannot show.
13 callable securities carry a stated call price — refunding candidates as rates move.
Recent rating actions
Moody's · S&P · Fitch · KBRA
Fitch
The complete span of best- and worst-case scenario credit ratings for all rating categories ranges from 'AAA' to 'D'.
Sep 13, 2021
Downgrade
AAA → D
Outlook Stable
Rating actions as disclosed by the issuer to the MSRB’s EMMA system under SEC Rule 15c2-12; the ratings are the opinions of the respective rating agencies (Moody's, S&P Global Ratings, Fitch Ratings, KBRA). Dates are the rating-action dates stated in each notice.
Document library
54 documents · sourced from EMMA & the issuer
G
Annual Data
2026 4th Quarter Report
Annual / Operating DataAug 2026
Annual DataEMMA · disclosure
G
Other
Other Financial / Operating Data: Call Notice and Replay Repository
Other FilingsAug 2026
OtherEMMA · disclosure
G
Budget
Budget: 2027 Budget
BudgetsAug 2026
BudgetEMMA · disclosure
G
Annual Data
Financial Statements and Schedules
Annual / Operating DataJul 2026
Annual DataEMMA · disclosure
G
Financial
Financial Statements and Supplemental Information
Financial ReportsJun 2026
FinancialEMMA · disclosure
G
Annual Data
2026 3rd Quarter Report
Annual / Operating DataMay 2026
Annual DataEMMA · disclosure
G
Other
Other Financial / Operating Data: Call Notice and Replay Repository
Other FilingsMay 2026
OtherEMMA · disclosure
G
Annual Data
Financial Statements and Schedules
Annual / Operating DataApr 2026
Annual DataEMMA · disclosure
G
Budget
Budget: Annual Operating and Capital Budget
BudgetsApr 2026
BudgetEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe Project
Annual / Operating DataApr 2026
Annual DataEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe
Annual / Operating DataMar 2026
Annual DataEMMA · disclosure
G
Annual Data
2026 2nd Quarter Report
Annual / Operating DataFeb 2026
Annual DataEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe
Annual / Operating DataFeb 2026
Annual DataEMMA · disclosure
G
Other
Other Financial / Operating Data: Call Notice and Replay Repository Information
Other FilingsFeb 2026
OtherEMMA · disclosure
G
Annual Data
Financial Statements and Schedules
Annual / Operating DataJan 2026
Annual DataEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe
Annual / Operating DataJan 2026
Annual DataEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe
Annual / Operating DataDec 2025
Annual DataEMMA · disclosure
G
Annual Data
2026 1st Quarter Report - Revised
Annual / Operating DataDec 2025
Annual DataEMMA · disclosure
G
Credit
2022 Executive Summary - Freedom Plaza Operating Company Actuarial Report
Credit & RatingsNov 2025
CreditEMMA · disclosure
G
Annual Data
2025 Officer s Certificate of Compliance and DSCR
Annual / Operating DataNov 2025
Annual DataEMMA · disclosure
G
Credit
2025 Annual Report
Credit & RatingsNov 2025
CreditEMMA · disclosure
G
Credit
2024 Executive Summary - Grandview Terrace Actuarial Report
Credit & RatingsNov 2025
CreditEMMA · disclosure
G
Annual Data
2026 1st Quarter Report
Annual / Operating DataNov 2025
Annual DataEMMA · disclosure
G
Credit
2024 Executive Summary - The Colonnade Actuarial Report
Credit & RatingsNov 2025
CreditEMMA · disclosure
G
Credit
2024 Executive Summary - La Loma Village Actuarial Report
Credit & RatingsNov 2025
CreditEMMA · disclosure
G
Financial
2025 Audited Financial Statements - Obligated Group
Financial ReportsNov 2025
FinancialEMMA · disclosure
G
Financial
2025 Audited Financial Statements - Sun Health Foundation
Financial ReportsNov 2025
FinancialEMMA · disclosure
G
Credit
2025 Accountant s Report of on No Default and DCOH and DSCR
Credit & RatingsNov 2025
CreditEMMA · disclosure
G
Annual Data
Financial Statements and Schedules
Annual / Operating DataNov 2025
Annual DataEMMA · disclosure
G
Other
Other Financial / Operating Data: Future Call Notice and Call Replay Notice
Other FilingsNov 2025
OtherEMMA · disclosure
G
Annual Data
Financial Statements and Schedules
Annual / Operating DataOct 2025
Annual DataEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe Project
Annual / Operating DataOct 2025
Annual DataEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe Project
Annual / Operating DataSep 2025
Annual DataEMMA · disclosure
G
Annual Data
2025 4th Quarter Report
Annual / Operating DataAug 2025
Annual DataEMMA · disclosure
G
Other
Other Financial / Operating Data: Future Call Notice and Call Replay Notice
Other FilingsAug 2025
OtherEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe Project
Annual / Operating DataAug 2025
Annual DataEMMA · disclosure
G
Budget
Budget: 2026 Budget
BudgetsAug 2025
BudgetEMMA · disclosure
G
Annual Data
Financial Statements and Schedules
Annual / Operating DataJul 2025
Annual DataEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe
Annual / Operating DataJul 2025
Annual DataEMMA · disclosure
G
Financial
Financial Statements and Supplemental Information
Financial ReportsJun 2025
FinancialEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe
Annual / Operating DataJun 2025
Annual DataEMMA · disclosure
G
Annual Data
2025 3rd Quarter Report
Annual / Operating DataMay 2025
Annual DataEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe
Annual / Operating DataMay 2025
Annual DataEMMA · disclosure
G
Other
Other Financial / Operating Data: Future Call Notice and Call Replay Notice
Other FilingsMay 2025
OtherEMMA · disclosure
G
Annual Data
Financial Statements and Schedules
Annual / Operating DataApr 2025
Annual DataEMMA · disclosure
G
Budget
Budget: Annual Operating and Capital Budget
BudgetsApr 2025
BudgetEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe Project
Annual / Operating DataApr 2025
Annual DataEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe Project
Annual / Operating DataMar 2025
Annual DataEMMA · disclosure
G
Annual Data
2025 2nd Quarter Report
Annual / Operating DataFeb 2025
Annual DataEMMA · disclosure
G
Annual Data
Monthly Report - Inspirata Pointe Project
Annual / Operating DataFeb 2025
Annual DataEMMA · disclosure
G
OS
SENIOR LIVING REVENUE BONDS, SERIES 2020A (ROYAL OAKS INSPIRATA POINTE PROJECT)
Official StatementsDec 2020
OSEMMA · official statement
G
OS
SENIOR LIVING REVENUE BONDS (SUN HEALTH SERVICES), SERIES 2019A
Official StatementsOct 2019
OSEMMA · official statement
G
OS
SENIOR LIVING REVENUE BONDS, SERIES 2016 (ROYAL OAKS LIFE CARE COMMUNITY)
Official StatementsSep 2016
OSEMMA · official statement
G
OS
FRIENDSHIP RETIREMENT PJ
Official StatementsJan 2000
OSEMMA · official statement
Annual / Operating Data
2026 4th Quarter Report
Financial Statements and Schedules
2026 3rd Quarter Report
Financial Statements and Schedules
Monthly Report - Inspirata Pointe Project
Monthly Report - Inspirata Pointe
2026 2nd Quarter Report
Monthly Report - Inspirata Pointe
Financial Statements and Schedules
Monthly Report - Inspirata Pointe
Monthly Report - Inspirata Pointe
2026 1st Quarter Report - Revised
2025 Officer s Certificate of Compliance and DSCR
2026 1st Quarter Report
Financial Statements and Schedules
Financial Statements and Schedules
Monthly Report - Inspirata Pointe Project
Monthly Report - Inspirata Pointe Project
2025 4th Quarter Report
Monthly Report - Inspirata Pointe Project
Financial Statements and Schedules
Monthly Report - Inspirata Pointe
Monthly Report - Inspirata Pointe
2025 3rd Quarter Report
Monthly Report - Inspirata Pointe
Financial Statements and Schedules
Monthly Report - Inspirata Pointe Project
Monthly Report - Inspirata Pointe Project
2025 2nd Quarter Report
Monthly Report - Inspirata Pointe Project
Budgets
Budget: 2027 Budget
Budget: Annual Operating and Capital Budget
Budget: 2026 Budget
Budget: Annual Operating and Capital Budget
Credit & Ratings
2022 Executive Summary - Freedom Plaza Operating Company Actuarial Report
2025 Annual Report
2024 Executive Summary - Grandview Terrace Actuarial Report
2024 Executive Summary - The Colonnade Actuarial Report
2024 Executive Summary - La Loma Village Actuarial Report
2025 Accountant s Report of on No Default and DCOH and DSCR
Financial Reports
Financial Statements and Supplemental Information
2025 Audited Financial Statements - Obligated Group
2025 Audited Financial Statements - Sun Health Foundation
Financial Statements and Supplemental Information
Official Statements
SENIOR LIVING REVENUE BONDS, SERIES 2020A (ROYAL OAKS INSPIRATA POINTE PROJECT)
SENIOR LIVING REVENUE BONDS (SUN HEALTH SERVICES), SERIES 2019A
SENIOR LIVING REVENUE BONDS, SERIES 2016 (ROYAL OAKS LIFE CARE COMMUNITY)
FRIENDSHIP RETIREMENT PJ
Other Filings
Other Financial / Operating Data: Call Notice and Replay Repository
Other Financial / Operating Data: Call Notice and Replay Repository
Other Financial / Operating Data: Call Notice and Replay Repository Information
Other Financial / Operating Data: Future Call Notice and Call Replay Notice
Other Financial / Operating Data: Future Call Notice and Call Replay Notice
Other Financial / Operating Data: Future Call Notice and Call Replay Notice
No documents match your search.
Disclosure record
2 years of annual filings on EMMA177 continuing-disclosure filings compiled
Latest filing within the past year · Aug 2026
Public documents
54Public contact
ListedAnnual financial filings posted to the MSRB’s EMMA, newest first — a reporting-cadence signal. Click a year to open the filing.
177 continuing-disclosure filings compiled
Latest filing within the past year · latest posting 2026-08-28
✓ Issuer website on file
Counts what BondGov has compiled from the MSRB’s EMMA — a coverage fact, not a compliance rating or a days-late claim. Contact routes show as on file only; the address itself is never published here. Verify on EMMA ↗
Standing
as of Sep 17, 2026What the public record shows about this issuer’s disclosure practice. Compiled from the MSRB’s EMMA and from award letters governments record themselves. MuniPro confers no credential and issues no rating.
Credentials on record
Conferred by GFOA, recorded from the award letter. Never inferred.
Certificate of Achievement for Excellence in Financial Reporting
No receipt on file
Distinguished Budget Presentation Award
No receipt on file
Popular Annual Financial Reporting Award
No receipt on file
Nothing recorded here means nothing has been recorded — not that an award was withheld.
Dated obligations
Filings a law or contract puts a date on.
Not measured
MuniPro does not hold this issuer’s own continuing-disclosure undertaking date, so no filing is called late here. Why →
Record quality
Disclosure practice — not an assessment of creditworthiness.
Annual reporting compiled
2 of 3
2 of 3 reporting years (2023–2025) have an annual financial filing compiled from the MSRB’s EMMA. The denominator is MuniPro’s 3-year reading window — it is NOT a filing obligation, and a missing year here means no filing was compiled, not that one was owed and skipped.
Record freshness
Within the past year
The newest continuing-disclosure filing MuniPro has compiled for this issuer was posted 20 days ago. This is the age of the public record — it is not a lateness claim, because MuniPro does not hold the date this issuer’s undertaking sets.
Filing timeliness
Not measured
Timeliness needs the date this issuer’s own continuing-disclosure undertaking sets. MuniPro does not hold it, and will not substitute a generic interval.
Standing describes disclosure practice — not an assessment of creditworthiness. It is not a rating, a rank against other governments, or a MuniPro credential. See the full computation →