Civic Intelligence

Sun Health Foundation

990 • Fiscal year 2019 • EIN 23-7107959

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 07, 2020

Organization ProfileSUNHEALTHFOUNDATION.ORG
PO Box 6030Sun City West, AZ 85376-6030

(623) 832-5330

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.33x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

1.55x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

78th percentile

19%

Higher net margin than 78% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

74th percentile

$573,562

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2019

Revenue Growth

90th percentile

44%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$50,079,000

Up $11,774,697 (+31%) from 2017

Net Assets

Up

$33,396,854

Up $10,927,326 (+49%) from 2017

Liabilities

Up

$16,682,146

Up $847,371 (+5.4%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin78th percentile

Revenue

Up

$10,755,954

Up $5,584,492 (+108%) from 2017

Expenses

Down

$8,732,302

Down $9,717,818 (-53%) from 2017

Net Income

Up

$2,023,652

Up $15,302,310 (+115%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2012: $30,530,616Liabilities 2012: $5,081,692Net Assets 2012: $25,448,9242012Assets 2013: $33,338,252Liabilities 2013: $6,268,654Net Assets 2013: $27,069,5982013Assets 2015: $36,539,107Liabilities 2015: $5,180,090Net Assets 2015: $31,359,0172015Assets 2016: $38,551,425Liabilities 2016: $4,668,361Net Assets 2016: $33,883,0642016Assets 2017: $38,304,303Liabilities 2017: $15,834,775Net Assets 2017: $22,469,5282017Assets 2019: $50,079,000Liabilities 2019: $16,682,146Net Assets 2019: $33,396,8542019Assets 2020: $41,548,364Liabilities 2020: $13,610,338Net Assets 2020: $27,938,0262020Assets 2021: $45,205,906Liabilities 2021: $13,278,878Net Assets 2021: $31,927,0282021Assets 2022: $38,132,191Liabilities 2022: $12,674,049Net Assets 2022: $25,458,1422022Assets 2023: $35,386,070Liabilities 2023: $10,359,037Net Assets 2023: $25,027,0332023Assets 2024: $36,144,513Liabilities 2024: $9,843,117Net Assets 2024: $26,301,3962024

Highlighted filing

2019

Assets$50,079,000
Liabilities$16,682,146
Net Assets$33,396,854
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10M-$20MExpenses 2012: $7,765,9492012Expenses 2013: $7,714,1842013Revenue 2015: $9,909,371Expenses 2015: $7,437,458Net Income 2015: $2,471,9132015Revenue 2016: $8,569,844Expenses 2016: $5,230,633Net Income 2016: $3,339,2112016Revenue 2017: $5,171,462Expenses 2017: $18,450,120Net Income 2017: -$13,278,6582017Revenue 2019: $10,755,954Expenses 2019: $8,732,302Net Income 2019: $2,023,6522019Revenue 2020: $9,339,372Expenses 2020: $15,228,641Net Income 2020: -$5,889,2692020Revenue 2021: $7,692,199Expenses 2021: $8,775,326Net Income 2021: -$1,083,1272021Revenue 2022: $6,256,051Expenses 2022: $7,394,649Net Income 2022: -$1,138,5982022Revenue 2023: $7,064,289Expenses 2023: $8,309,236Net Income 2023: -$1,244,9472023Revenue 2024: $7,316,362Expenses 2024: $7,566,029Net Income 2024: -$249,6672024

Highlighted filing

2019

Revenue$10,755,954
Expenses$8,732,302
Net Income$2,023,652
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 7, 2020
Return Version
2018v3.2
Gross Receipts
$11,002,908
Mission and Program Overview

Mission

Sun Health Foundation champions healthy living, research and superior health care.

Sun health is a philanthropic partner of two medical centers, a research institute, three senior living communities, local community health and wellness services and with sun health services, promotes health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,867,760$36,104,000▲ $11,236,240
Savings and Temporary Cash Investments$9,743,310$10,857,380▲ $1,114,070
Other Notes and Loans Receivable, Net$0$1,322,000▲ $1,322,000
Pledges and Grants Receivable$9,982,756$527,037▼ $9,455,719
Accounts Receivable$2,097,734$335,580▼ $1,762,154
Cash and Non-Interest-Bearing Accounts$954,851$320,433▼ $634,418
Land, Buildings, and Equipment, Net$11,961$69,308▲ $57,347
Inventories for Sale or Use$44,513--
Total Assets$47,958,708$50,079,000▲ $2,120,292
Other Assets Total$255,823$543,262▲ $287,439
Liabilities
Grants Payable-$11,736,853-
Other Liabilities$3,546,274$4,719,257▲ $1,172,983
Accounts Payable and Accrued Expenses$13,957,675$226,036▼ $13,731,639
Total Liabilities$17,503,949$16,682,146▼ $821,803
Net Assets / Fund Balance
Temporarily Rstr Net Assets$15,754,560$32,852,000▲ $17,097,440
Permanently Rstr Net Assets$14,155,345$0▼ $14,155,345
Unrestricted Net Assets$544,854$544,854→ $0
Total Net Assets Fund Balance$30,454,759$33,396,854▲ $2,942,095
Total Liabilities and Net Assets / Fund Balance$47,958,708$50,079,000▲ $2,120,292

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$69,308$3,258$72,566
Buildings$0$7,921$7,921

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$17,593,483$522,449▲ $731,353$34,657$15,373,288
2017$15,241,754$1,228,724▲ $1,178,825$55,820$17,593,483
2016$13,753,269$3,122▲ $1,753,718$268,355$15,241,754
2015$13,739,971$135,087▼ $47,254$74,535$13,753,269
2014$13,560,812$42,393▲ $336,363$199,597$13,739,971
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Gina OreChief Philanthropy OfficerFT$29,728$29,728

Board Members and Trustees

NameTitle
Daniel D MinnixChairman
Gerald Jerry S SolomonImmediate Past Chairman
Joe La RuePresident
J Scott Anderson MdDirector
L Birt KellamDirector
Laurel GedanDirector
Lew LancasterDirector
Patricia Lewis FinnellDirector
Patricia RourkeDirector
Richard a MalcomsonDirector
Roger GimbyDirector
Ronald J SymicDirector
Scott ShullDirector
Shirley FrizellDirector
Terry SmithDirector
Todd HornbackDirector
Sharon GrambowCOO
Michael MandellEx-officio
William T SellnerFormer CFO
Kathleen CrowleySecretary
David MonheitTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,726,359
Program Service Revenue
$0
Investment Income
$479,733
Other Revenue
$549,862
All Other Contributions
$7,274,547
Change in Net Assets
$2,023,652

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table52$76,706Fair Market Value (FMV)
Securities Publicly Traded3$42,292Fair Market Value (FMV)
Total Noncash Contributions55$118,998-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,755,954
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,164,083
Total Revenue per Audited Statements
$11,920,037
Total Revenue per Form 990
$10,755,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,211,441
Other Expenses$1,905,479
Salaries, Compensation, and Employee Benefits$1,615,382
Total Fundraising Expense$1,426,831
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,211,441--$5,211,441
Other Salaries and Wages$178,659$465,576$560,588$1,204,823
Current Officers, Directors, Trustees, and Key Employees-$96,857$64,002$160,859
Fees for Services Other$10,184$116,505-$126,689
Other Employee Benefits$42,234$34,889$42,642$119,765
Payroll Taxes$10,906$35,912$43,892$90,710
Office Expenses$19,039$28,644$32,300$79,983
Other Expenses$20,701$40,437$665,454$61,138
All Other Expenses$2,852$47,858-$50,710
Pension Plan Contributions$6,584$14,688$17,953$39,225
Information Technology-$23,968-$23,968
Fees for Services Accounting-$23,750-$23,750
Depreciation Depletion$5,844$11,179-$17,023
Conferences and Meetings-$14,388-$14,388
Fees for Services Legal-$12,170-$12,170
Travel-$5,001-$5,001
Advertising-$1,410-$1,410
Total Functional Expenses$5,567,648$1,737,823$1,426,831$8,732,302

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,979,256
Expenses per Audited Statements$8,732,302
Total Expenses per Form 990$8,732,302
Expenses Not Reported on Form 990$246,954
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sun Health ServicesSurprise, AZ501(c)(3)Hospital Expansion, Community Services$4,564,973
Sun City West FoundationSun City West, AZ501(c)(3)Community Services$149,523
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$246,954
Fundraising Gross Income$199,232
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$257,782$139,952$60,530$79,422
Golf$68,246$59,280$7,947$51,333
Total Events$326,028$199,232$246,954$-47,722
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuity$4,719,257
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the organization's independent accountant, plante & moran, pllc. The return is then reviewed by the audit committee of the board of directors and provided to the full board of directors for comment prior to being filed.”

Form 990, Part VI, Section B, Line 12C

“On an annual basis, board members and management staff are required to submit a conflict of interest questionnaire for board and management review as appropriate. The questionnaire provides specific instructions that the form must be updated if any situation arises during the year that might constitute a conflict. The audit committee has responsibility for intervening, if necessary, on conflict of interest matters. Any individual found to be in conflict will abstain from the decision making process.”

Form 990, Part VI, Section B, Line 15

“The board of directors management review committee, as provided in the organization's bylaws, has responsibility for compensation of all senior management. Annually salaries of senior management are reviewed by the organization's board of directors. The deliberation and decision of the compensation arrangement was contemporaneously substantiated in the organization's minutes. Sun health services retains an independent consultant, findley davis, in assessing its executive compensation policies and practices. The compensation process was last undertaken in 2019. All compensation is paid by related organizations who use the following process to establish the compensation of the ceo and other top management officials.”

Form 990, Part VI, Section C, Line 19

“Governing documents and conflict of interest policies are generally not made available to the public. Financial statements historically have been made available.”

Form 990, Part VIII, Line 1D

“Sun health services, a 501(c)(3), in its role as a supporting organization, agreed to fund the administrative and fundraising costs for sun health foundation that are necessary to meet its philanthropic mission. Through this grant, contributors to sun health foundation are assured that almost 100% of their donations are utilized for the donor intended purpose without any offset for administrative costs.”

Filing and Contact Details

Filer

Filer Name
Sun Health Foundation
EIN
23-7107959
Phone
6238325330
Address
PO BOX 6030, SUN CITY WEST, AZ 85376-6030

Signing Officer

Name
Sharon Grambow
Title
COO
Phone
6238325330
Signed
2020-07-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph E La Rue
Formed
1971
Legal Domicile
Az
Voting Board Members
20
Independent Board Members
19
Employees
15
Volunteers
15

Preparer

Firm
Plante & Moran Pllc
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Dori Eggett
Phone
3037409400
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Rounding adjustment 1,314.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“EVENT EXPENSES 246,954.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“EVENT EXPENSES 246,954.”

Raw XML AppendixShowing 400 of 819 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013957675
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0226036
IRS990/AccountsReceivableGrp/BOYAmt02097734
IRS990/AccountsReceivableGrp/EOYAmt0335580
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUN HEALTH IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE, THREE SENIOR LIVING COMMUNITIES, LOCAL COMMUNITY HEALTH AND WELLNESS SERVICES AND WITH SUN HEALTH SERVICES, PROMOTES HEALTH.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01410
IRS990/AdvertisingGrp/TotalAmt01410
IRS990/AllOtherContributionsAmt07274547
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt047858
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02852
IRS990/AllOtherExpensesGrp/TotalAmt050710
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOSEPH E LA RUE PRESCEO
IRS990/BooksInCareOfDetail/PhoneNum06238325330
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6030
IRS990/BooksInCareOfDetail/USAddress/CityNm0SUN CITY WEST
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0853766030
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0954851
IRS990/CashNonInterestBearingGrp/EOYAmt0320433
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt064002
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt096857
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0160859
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt014388
IRS990/ConferencesMeetingsGrp/TotalAmt014388
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt0126796
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt09726359
IRS990/CYGrantsAndSimilarPaidAmt05211441
IRS990/CYInvestmentIncomeAmt0479733
IRS990/CYOtherExpensesAmt01905479
IRS990/CYOtherRevenueAmt0549862
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02023652
IRS990/CYSalariesCompEmpBnftPaidAmt01615382
IRS990/CYTotalExpensesAmt08732302
IRS990/CYTotalFundraisingExpenseAmt01426831
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010755954
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt011179
IRS990/DepreciationDepletionGrp/ProgramServicesAmt05844
IRS990/DepreciationDepletionGrp/TotalAmt017023
IRS990/Desc0IN PARTNERSHIP WITH GENEROUS DONORS, SUN HEALTH FOUNDATION PROVIDED $5,211,000 IN PHILANTHROPIC SUPPORT TO BANNER BOSWELL MEDICAL CENTER (A NATIONALLY RECOGNIZED 410-BED ACUTE CARE HOSPITAL), BANNER DEL E WEBB MEDICAL CENTER (A 304-BED NATIONALLY RECOGNIZED ACUTE CARE HOSPITAL), BANNER SUN HEALTH RESEARCH INSTITUTE WITH RESEARCH FOCUS ON DISEASES OF THE AGING, AND OTHER COMMUNITY HEALTH INITIATIVES INCLUDING NURSING EDUCATION, BANNER OLIVE BRANCH SENIOR CENTER, LA LOMA CARE CENTER, GRANDVIEW TERRACE CARE CENTER, GRANDVIEW TERRACE MEMORY SUPPORT SUITES, THE CENTER FOR HEALTH AND WELLBEING, CARE TRANSITIONS PROGRAM AND COMMUNITY EDUCATION. THE FOUNDATION ALSO DIRECTS FUNDS FROM ITS RESALE GIFT SHOPS TO BANNER BOSWELL AND DEL E. WEBB MEDICAL CENTERS. THE SUN CITY WEST RESALE SHOP, PARTNERSHIP WITH THE SUN CITY WEST FOUNDATION, DIRECTS CERTAIN PROCEEDS FOR LOCALIZED TRANSPORTATION SERVICES FOR AREA SENIORS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05567648
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023750
IRS990/FeesForServicesAccountingGrp/TotalAmt023750
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt012170
IRS990/FeesForServicesLegalGrp/TotalAmt012170
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0116505
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt010184
IRS990/FeesForServicesOtherGrp/TotalAmt0126689
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt863358
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1956417
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2061730
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0J SCOTT ANDERSON MD
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHLEEN CROWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2PATRICIA LEWIS FINNELL
IRS990/Form990PartVIISectionAGrp/PersonNm3SHIRLEY FRIZELL
IRS990/Form990PartVIISectionAGrp/PersonNm4LAUREL GEDAN
IRS990/Form990PartVIISectionAGrp/PersonNm5ROGER GIMBY
IRS990/Form990PartVIISectionAGrp/PersonNm6TODD HORNBACK
IRS990/Form990PartVIISectionAGrp/PersonNm7L BIRT KELLAM
IRS990/Form990PartVIISectionAGrp/PersonNm8JOE LA RUE
IRS990/Form990PartVIISectionAGrp/PersonNm9LEW LANCASTER
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD A MALCOMSON
IRS990/Form990PartVIISectionAGrp/PersonNm11DANIEL D MINNIX
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID MONHEIT
IRS990/Form990PartVIISectionAGrp/PersonNm13PATRICIA ROURKE
IRS990/Form990PartVIISectionAGrp/PersonNm14SCOTT SHULL
IRS990/Form990PartVIISectionAGrp/PersonNm15TERRY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm16GERALD JERRY S SOLOMON
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHAEL MANDELL
IRS990/Form990PartVIISectionAGrp/PersonNm18RONALD J SYMIC
IRS990/Form990PartVIISectionAGrp/PersonNm19SHARON GRAMBOW
IRS990/Form990PartVIISectionAGrp/PersonNm20WILLIAM T SELLNER
IRS990/Form990PartVIISectionAGrp/PersonNm21GINA ORE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8510204
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19443025
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20498947
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2129728
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16IMMEDIATE PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt17EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19COO
IRS990/Form990PartVIISectionAGrp/TitleTxt20FORMER CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF PHILANTHROPY OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0126796
IRS990/FundraisingDirectExpensesAmt0246954
IRS990/FundraisingGrossIncomeAmt0199232
IRS990/GainOrLossGrp/SecuritiesAmt04521
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt05211441
IRS990/GrantsPayableGrp/EOYAmt011736853
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt05211441
IRS990/GrantsToDomesticOrgsGrp/TotalAmt05211441
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04521
IRS990/GrossReceiptsAmt011002908
IRS990/GrossSalesOfInventoryAmt0597584
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt023968
IRS990/InformationTechnologyGrp/TotalAmt023968
IRS990/InventoriesForSaleOrUseGrp/BOYAmt044513
IRS990/InvestmentIncomeGrp/ExclusionAmt0475212
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0475212
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024867760
IRS990/InvestmentsPubTradedSecGrp/EOYAmt036104000
IRS990/IRPDocumentCnt020
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011179
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011961
IRS990/LandBldgEquipBasisNetGrp/EOYAmt069308
IRS990/LandBldgEquipCostOrOtherBssAmt080487
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUN HEALTH IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE, THREE SENIOR LIVING COMMUNITIES, LOCAL COMMUNITY HEALTH AND WELLNESS SERVICES AND WITH SUN HEALTH SERVICES, PROMOTES HEALTH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt030454759
IRS990/NetAssetsOrFundBalancesEOYAmt033396854
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04521
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04521
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-47722
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-47722
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0597584
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0597584
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0917129
IRS990/NoncashContributionsAmt0118998
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt032300
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028644
IRS990/OfficeExpensesGrp/ProgramServicesAmt019039
IRS990/OfficeExpensesGrp/TotalAmt079983
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0255823
IRS990/OtherAssetsTotalGrp/EOYAmt0543262
IRS990/OtherChangesInNetAssetsAmt01314
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt042642
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt034889
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt042234
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0119765
IRS990/OtherExpensesGrp/Desc0AMORTIZATION OF INTERES
IRS990/OtherExpensesGrp/Desc1FUNDRAISING
IRS990/OtherExpensesGrp/Desc2LEASE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt0665454
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0759000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15591
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt240437
IRS990/OtherExpensesGrp/ProgramServicesAmt059204
IRS990/OtherExpensesGrp/ProgramServicesAmt120701
IRS990/OtherExpensesGrp/TotalAmt0759000
IRS990/OtherExpensesGrp/TotalAmt1665454
IRS990/OtherExpensesGrp/TotalAmt264795
IRS990/OtherExpensesGrp/TotalAmt361138
IRS990/OtherLiabilitiesGrp/BOYAmt03546274
IRS990/OtherLiabilitiesGrp/EOYAmt04719257
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0560588
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0465576
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0178659
IRS990/OtherSalariesAndWagesGrp/TotalAmt01204823
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01322000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt043892
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt035912
IRS990/PayrollTaxesGrp/ProgramServicesAmt010906
IRS990/PayrollTaxesGrp/TotalAmt090710
IRS990/PensionPlanContributionsGrp/FundraisingAmt017953
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014688
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06584
IRS990/PensionPlanContributionsGrp/TotalAmt039225
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt014155345
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt09982756
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0527037
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOSEPH E LA RUE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt012257731
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04063569
IRS990/PYInvestmentIncomeAmt0348396
IRS990/PYOtherExpensesAmt01120111

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,079,000
Liabilities
$16,682,146
Net assets
$33,396,854
Revenue
$10,755,954
Expenses
$8,732,302
Net income
$2,023,652
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.1$9.84$26.3$7.32$7.57$0.25
2023Detailed filing. Detailed filing data is available for this year.$35.4$10.4$25.0$7.06$8.31$1.24
2022Detailed filing. Detailed filing data is available for this year.$38.1$12.7$25.5$6.26$7.39$1.14
2021Detailed filing. Detailed filing data is available for this year.$45.2$13.3$31.9$7.69$8.78$1.08
2020Detailed filing. Detailed filing data is available for this year.$41.5$13.6$27.9$9.34$15.2$5.89
2019Detailed filing. Detailed filing data is available for this year.$50.1$16.7$33.4$10.8$8.73$2.02
2017Detailed filing. Detailed filing data is available for this year.$38.3$15.8$22.5$5.17$18.5$13.3
2016Detailed filing. Detailed filing data is available for this year.$38.6$4.67$33.9$8.57$5.23$3.34
2015Detailed filing. Detailed filing data is available for this year.$36.5$5.18$31.4$9.91$7.44$2.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$6.27$27.1$7.71
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.5$5.08$25.4$7.77