Civic Intelligence

Sun Health Services

EIN 26-2957251 • 501(c)3 • Sun City West, AZ

Profile

Sun health champions superior health and wellbeing through philanthropy, inspired living and wellness programs.

PO Box 6030Sun City West, AZ 85376

www.sunhealth.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.46x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

4.72x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

37th percentile

0.7%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

68th percentile

$753,890

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

34th percentile

2.2%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Revenue Growth

15th percentile

-11%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Assets

Up

$219,457,491

Up $4,082,723 (+1.9%) from 2023

Liabilities

Up

$100,653,041

Up $1,751,323 (+1.8%) from 2023

Net Assets

Up

$118,804,450

Up $2,331,400 (+2.0%) from 2023

Revenue

Up

$21,334,560

Up $5,618,636 (+36%) from 2023

Expenses

Up

$21,187,144

Up $3,977,112 (+23%) from 2023

Net Income

Up

$147,416

Up $1,641,524 (+110%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400M$300M$200M$100M$0Assets 2012: $326,434,377Liabilities 2012: $146,076,074Net Assets 2012: $180,358,3032012Assets 2013: $331,794,112Liabilities 2013: $136,414,815Net Assets 2013: $195,379,2972013Assets 2014: $356,375,102Liabilities 2014: $133,690,845Net Assets 2014: $222,684,2572014Assets 2015: $353,007,249Liabilities 2015: $144,642,052Net Assets 2015: $208,365,1972015Assets 2016: $374,296,371Liabilities 2016: $204,670,941Net Assets 2016: $169,625,4302016Assets 2017: $335,642,436Liabilities 2017: $229,150,062Net Assets 2017: $106,492,3742017Assets 2019: $322,988,166Liabilities 2019: $225,196,247Net Assets 2019: $97,791,9192019Assets 2020: $225,040,423Liabilities 2020: $120,795,805Net Assets 2020: $104,244,6182020Assets 2021: $226,573,617Liabilities 2021: $97,342,400Net Assets 2021: $129,231,2172021Assets 2022: $210,112,721Liabilities 2022: $80,356,682Net Assets 2022: $129,756,0392022Assets 2023: $215,374,768Liabilities 2023: $98,901,718Net Assets 2023: $116,473,0502023Assets 2024: $219,457,491Liabilities 2024: $100,653,041Net Assets 2024: $118,804,4502024

Highlighted filing

2024

Assets$219,457,491
Liabilities$100,653,041
Net Assets$118,804,450

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50M-$100MExpenses 2012: $38,406,2512012Expenses 2013: $30,735,8752013Revenue 2014: $31,675,442Expenses 2014: $28,529,339Net Income 2014: $3,146,1032014Revenue 2015: $39,426,650Expenses 2015: $28,549,338Net Income 2015: $10,877,3122015Revenue 2016: $18,467,568Expenses 2016: $31,433,984Net Income 2016: -$12,966,4162016Revenue 2017: $26,553,406Expenses 2017: $100,813,088Net Income 2017: -$74,259,6822017Revenue 2019: $18,707,203Expenses 2019: $33,462,612Net Income 2019: -$14,755,4092019Revenue 2020: $20,668,047Expenses 2020: $16,586,339Net Income 2020: $4,081,7082020Revenue 2021: $23,867,494Expenses 2021: $21,312,524Net Income 2021: $2,554,9702021Revenue 2022: $26,899,475Expenses 2022: $18,234,692Net Income 2022: $8,664,7832022Revenue 2023: $15,715,924Expenses 2023: $17,210,032Net Income 2023: -$1,494,1082023Revenue 2024: $21,334,560Expenses 2024: $21,187,144Net Income 2024: $147,4162024

Highlighted filing

2024

Revenue$21,334,560
Expenses$21,187,144
Net Income$147,416

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 2, 2025
Return Version
2023v6.0
Gross Receipts
$43,177,426
Mission and Program Overview

Mission

Sun Health champions healthy living, research and superior health care with a vision of being the leading advocate for facilitating healthy living.

Sun health services supports and benefits sun health foundation, sun health senior living, banner health, and other charitable organizations. See schedule o for more information.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$133,732,727$134,723,206▲ $990,479
Land, Buildings, and Equipment, Net$32,641,471$32,544,997▼ $96,474
Other Notes and Loans Receivable, Net$25,236,141$28,445,294▲ $3,209,153
Investments Other Securities$16,973,031$16,881,030▼ $92,001
Savings and Temporary Cash Investments$3,090,243$3,439,833▲ $349,590
Accounts Receivable$206,619$522,583▲ $315,964
Cash and Non-Interest-Bearing Accounts$1,674,252$273,921▼ $1,400,331
Prepaid Expenses and Deferred Charges$16,916$119,468▲ $102,552
Intangible Assets$108,783$93,017▼ $15,766
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Loans From Officers Directors-$0-
Total Assets$215,374,768$219,457,491▲ $4,082,723
Other Assets Total$1,694,585$2,414,142▲ $719,557
Liabilities
Other Liabilities$37,410,673$37,090,704▼ $319,969
Mortgage Notes Payable Secured by Investment Property$26,652,690$28,997,117▲ $2,344,427
Tax Exempt Bond Liabilities$16,440,852$16,360,759▼ $80,093
Deferred Revenue$16,138,072$15,686,362▼ $451,710
Accounts Payable and Accrued Expenses$2,259,431$2,518,099▲ $258,668
Total Liabilities$98,901,718$100,653,041▲ $1,751,323
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$105,847,559$108,178,959▲ $2,331,400
Net Assets With Donor Restrictions$10,625,491$10,625,491→ $0
Total Net Assets Fund Balance$116,473,050$118,804,450▲ $2,331,400
Total Liabilities and Net Assets / Fund Balance$215,374,768$219,457,491▲ $4,082,723

Asset Categories

AssetBook ValueDepreciationBasis
Land$23,294,060-$23,294,060
Buildings$4,820,809$6,258,529$11,079,338
Other Land Buildings$3,417,492$1,648,016$5,065,508
Equipment$490,619$1,921,614$2,412,233
Leasehold Improvements$522,017$1,520,399$2,042,416
Other Securities$16,881,030--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph E La RuePresident & CEOPT$338,971$414,919$753,890
John CoutureCOOPT$325,817$52,814$378,631
Kimberly ThompsonChief Experience OfficerPT$236,752$43,202$279,954
Amy RungeCFOPT$274,950-$274,950
Wendy NormanSVP Hr G DevelopmentPT$231,836$13,784$245,620
Michelle MartinezVP Community OpsPT$207,131$10,312$217,443
Neal SmithVP of Facilities & Construction ManagementPT$199,136$13,879$213,015
Kathleen FrederickDirector of Sales & Bus DevPT$175,988$7,546$183,534
Kari Davis-curryVP Community OpsPT$169,977$10,824$180,801
Yunxiang LiVP of Accounting & Financial ReportingPT$158,254$17,688$175,942
Tahlya VisintainerFormer COOPT$158,246$3,292$161,538
Sharon GrambowFormer CFOPT$82,404$33,268$115,672
Nora HannahChief Engagement Officer Beg 10/23PT$22,500-$22,500

Board Members and Trustees

NameTitle
Patricia Lewis FinnellChair End 09/23
Michael BarnesDirector, Vice Chair Beg 09/23, Shf
Neal HaskellDIRECTOR; VICE CHAIR BEG 09/23
Irene Kovala EddVice Chair End/chair Beg 09/23
Gary MarrerDirector
Gerald SolomonDirector
Herman L OrcuttDirector
Ronald J SymicDirector
Mark ReifsteckDirector Beg 09/23
Randy McgraneDirector End 02/24
Rev Lowell NelsonDirector End 03/24
L Birt KellamDirector End 10/23
Joan SmithDirector, Ex-officio, Shf
Roger GimbySecretary
Lew LancasterTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Porter Capital CorporationStaffing15169 N Scottsdale Road, Suite 205, Scottsdale, AZ 85255$1,082,662
Select Rehabilitation LLCTherapyPO BOX 71985, Suite 505, Chicago, IL 60694-1985$866,546
Belmontez Construction LLCConstruction9299 W Olive Ave, Peoria, AZ 85345$716,370
Outdoor Systems Management LLCMaintenance8399 E Indian School Rd Ste, Scottsdale, AZ 85251$526,385
Albrecht and Son LLCConstruction11126 W Winsconsin Ave 5, Youngtown, AZ 85363$512,848
Revenue and Support

Revenue Composition

Contributions and Grants
$3,914,765
Program Service Revenue
$9,609,471
Investment Income
$7,191,379
Other Revenue
$618,945
Change in Net Assets
$147,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,589,673
Other Expenses$9,520,865
Grants and Similar Amounts Paid$2,076,606
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,377,681$184,282-$5,561,963
Interest$2,141,598--$2,141,598
Grants to Domestic Orgs$2,076,606--$2,076,606
Current Officers, Directors, Trustees, and Key Employees$435,764$1,562,231-$1,997,995
Fees for Services Other$1,595,198$105,547$0$1,700,745
Other Employee Benefits$1,331,042--$1,331,042
Depreciation Depletion$725,633$360,598-$1,086,231
Information Technology$718,366$86,999-$805,365
Office Expenses$667,723$91,814-$759,537
Occupancy$122,142$636,959-$759,101
Fees for Services Management-$662,418-$662,418
Payroll Taxes$417,285$108,303-$525,588
Conferences and Meetings$367,799$8,000-$375,799
Advertising$267,441$79,024-$346,465
Insurance-$305,973-$305,973
Travel$126,009$65,990-$191,999
Pension Plan Contributions$173,085--$173,085
Fees for Services Legal-$112,371-$112,371
Fees for Services Accounting-$98,755-$98,755
Other Expenses$26,597$28,220-$54,817
Total Functional Expenses$16,642,744$4,544,400$0$21,187,144
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sun Health FoundationSurprise, AZ501(c)(3)Health Care Funding$2,076,606

International Summary

Offices
0
Employees
0
Spending
$71,628,522

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
North America (Canada & Mexico only)Investments-00$52,423,557
Europe (Including Iceland and Greenland)Investments-00$14,494,514
East Asia and the PacificInvestments-00$3,350,217
South AmericaInvestments-00$748,020
South AsiaInvestments-00$327,545
Middle East and North AfricaInvestments-00$284,669
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Third Party$32,722,562
Due to Related Party$3,902,000
Lease Liability$466,142

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIndustrial Development Authority of the City of Glendale Arizona2019-11-01$107,149,811Finance new money projects

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$107,167,226$65,645,074-$1,394,856

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
Yes
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 35% controlled entity
No
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, Line 7A Members or stockholders electing members of governing body

The directors are ratified by sun health foundation's board of trustees.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 is prepared and reviewed by the organization's independent accountant, forvis mazars, llp. The return is then reviewed by the finance and investment committee and provided to the board for comments prior to the filing deadline.

Form 990, Part VI, Line 12C Conflict of interest policy

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, Line 15A Process to establish compensation of top management official

The board of directors management review committee, as provided in the organization's bylaws, has a responsibility for the compensation of all senior management. Annually, salaries of senior management are reviewed by the organization's board of directors. The deliberation and decision of compensation arrangements was contemporaneously substantiated in the organization's minutes. Sun health services retains an independent consultant, usi insurance, in assessing its executive compensation policies and practices. The compensation process was last undertaken in 2022.

Form 990, Part VI, Line 19 Required documents available to the public

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

Filing and Contact Details

Filer

Filer Name
Sun Health Services
EIN
26-2957251
Phone
6238325353
Address
PO BOX 6030, SUN CITY WEST, AZ 85376

Signing Officer

Name
Amy
Title
Runge
Phone
6238325353
Signed
2025-05-02
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
11
Employees
33
Volunteers
115

Preparer

Firm
Forvis Mazars LLP
Address
910 E St Louis 200 PO Box 1190, Springfield, MO 65806-2523
Preparer
Brian Todd
Phone
4178658701
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1 ORGANIZATION'S MISSION

These organizations are engaged in promoting/enhancing the delivery of health care in arizona. The three pillars of connectedness include: - sun health foundation, where every dollar donated goes directly to life-giving services at del e webb hospital, banner boswell medical center, banner sun health research institute and wellness programs for the community. - sun health communities offer all residents lifetime access to healthcare. We also go beyond the borders of each campus and include at-home services for members as well. Our communities are home - in every sense of the word. - sun health wellness rounds out our phenomenal care by providing programs, classes and services for the whole community. A healthy, vibrant community means healthy, vibrant families, workforce and economy. For more than 50 years, sun health has been a beacon of health and wellness in the west valley. We will continue to provide support inspired, empowered living and transformational, superior healthcare services.

Form 990, Part III, Line 4A PROGRAM SERVICE ACCOMPLISHMENTS

True to our mission, these communities not only provide care for residents but also members of the community with living experiences for independent living, assisted living, memory support, custodial care and skilled and rehabilitation nursing care. We are truly embedded in the communities we serve. Our largest community at la loma vida is breaking the mold of senior living with a master plan that includes multi-generational residences, historical sites and museum, future retail and dining options, recreation and wellness centers and medical offices. Our vision is in the name: vida - life, bringing generations together in the community to learn from one another, share in experiences and grow together.

Form 990, Part III, Line 4B PROGRAM SERVICE ACCOMPLISHMENTS

Our flagship campaign, generosity for generations offers life-changing opportunities for givers and life-changing support for recipients by ensuring the continuation of superior health care and quality-of-life enhancements for the west valley. We know that by making improvements in healthcare today will change the course of wellness for generations to come. To date, generosity for generations has exceeded the goal with gifts totaling over $54 million, comprised of over 4,200 donors making over 10,000 gifts together to fund vital healthcare initiatives at banner hospitals in our community. Sun health has carefully and thoughtfully nurtured our vision to provide superior healthcare to the communities we serve. We are laser-focused on our goal to fund: - emergency department and patient care transformation - community health and wellness - service enhancements for women and infants - spine health and orthopedics - advanced technology for cancer-fighting treatment and care - cancer-fighting treatment and care advancement and more finally, because community health - mentally, physically, financially and emotionally is our priority, through our foundation, we award hundreds of thousands of dollars in educational scholarships. The awards go to individuals who are pursuing an education in healthcare. But that's not all. Through our three communities, the residents donate to a scholarship fund that is awarded to employees of sun health with no restriction that they continue to work for us post-graduation. It's one of the many ways we strive to be good community stewards and educate those around us.

Form 990, Part III, Line 4C PROGRAM SERVICE ACCOMPLISHMENTS

We use a multi-pronged approach that serves local medical center patients aged 55 and older with education, support and training to elevate their overall fitness, health and well-being through classes and presentations (in-person and online), hands-on assistance and consultative services. Even more, sun health provides deeper, more targeted education and support for: - pre-diabetes - diabetes - cancer - dementia - respiratory conditions - atrial fibrillation - heart failure - heart attack - hypertension - kidney disease - nutrition - fitness - balance and mobility - weight management - memory care navigation - care transitions - wellness advocates

Form 990, Part III, Line 4D Description of other program services

(Expenses $ 443,850 including grants of $) THE CARE TRANSITIONS PROGRAM SERVES LOCAL MEDICAL CENTER PATIENTS AGE FIFTY-FIVE AND UP BY GIVING INDIVIDUALS THE SUPPORT, GUIDANCE AND RESOURCES TO TRANSITION FROM THE HOSPITAL SETTING AND/OR COPING WITH CHRONIC HEALTH ISSUES. THE PROGRAM CONTRIBUTES A SIGNIFICANT REDUCTION IN HOSPITAL READMISSIONS.

Form 990, Part V, Line 3A UNRELATED BUSINESS INCOME

All unrelated business income is related to sun health services' interest in alternative investment partnerships.

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Change in defined benefit plan - -2500000;

Financial Statement Notes

Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS

Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.

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