Nonprofit · EIN 23-7107959
SUN HEALTH FOUNDATION
Tax-exempt · SUN CITY WEST, AZ 85376
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,190,704 | $5,639,344 | $3,551,360 | $41,125,584 | $9,589,550 | $31,536,034 |
| June 30, 2024 | 990 | $7,316,362 | $7,566,029 | -$249,667 | $36,144,513 | $9,843,117 | $26,301,396 |
| June 30, 2023 | 990 | $7,064,289 | $8,309,236 | -$1,244,947 | $35,386,070 | $10,359,037 | $25,027,033 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,730,562
- Program service revenue
- $3,195
- Investment income
- $838,103
- Net gain from sales of assets
- $86,904
- Net income from fundraising events
- -$11,360
- Net income from sales of inventory
- $630,204
- Other revenue
- $618,844
Expenses
- Grants and similar amounts paid
- $2,854,763
- Other salaries and wages
- $948,912
- Salaries, compensation and benefits (total)
- $1,195,977
- Professional fundraising fees
- $0
- Legal fees
- $1,207
- Accounting fees
- $31,921
- Occupancy
- $49,910
- Travel
- $9,016
- Depreciation
- $278,289
- Program services (functional)
- $3,675,498
- Management and general (functional)
- $1,279,907
- Fundraising (functional)
- $683,939
Balance sheet and other
- Total assets, start of year
- $36,144,513
- Total assets, end of year
- $41,125,584
- Total liabilities, end of year
- $9,589,550
- Net assets, end of year
- $31,536,034
- Land, buildings and equipment
- $11,307
- Publicly traded securities
- $30,109,038
- Net assets without donor restrictions
- $5,918,000
- Net assets with donor restrictions
- $25,618,034
- Gross receipts
- $10,262,948
- Employees
- 15
- Volunteers
- 127
- Year formed
- 1971
- 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 Officer | 2 | $0 | $572,511 | $25,146 |
| AMY RUNGE | CFO Officer | 2 | $0 | $323,966 | $39,489 |
| GINA ORE | FORMER CHIEF PHILANTHROPY OFFICER Former | 0 | $0 | $110,780 | $0 |
| DANIEL ESPARZA | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| GREG GILSTRAP | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LARRY VERING | TREASURER Trustee or director, Officer | 4 | $0 | $0 | $0 |
| SHARON ORLOPP | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ALISON MCGONAGLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DEBORAH DAMERY LAZEAR | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| IRENE KOVALA EDD | DIRECTOR, EX-OFFICIO, SHS Trustee or director | 0.5 | $0 | $0 | $0 |
| JANE CEASOR | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JESSE YOUNG | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOAN SMITH | IMMEDIATE PAST CHAIR Trustee or director | 0.5 | $0 | $0 | $0 |
| LEW LANCASTER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARY CAVANAUGH-MARSH | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL BARNES | DIRECTOR Trustee or director | 0.5 | $0 |
| NEAL HASKELL | DIRECTOR, EX-OFFICIO, SHS Trustee or director | 0.5 | $0 |
| ROSLYN BECKWITH | DIRECTOR Trustee or director | 0.5 | $0 |
| SANDRA SOLOMON | DIRECTOR Trustee or director | 0.5 | $0 |
| SANDY STEPHENSON | DIRECTOR Trustee or director | 0.5 | $0 |
| SHIRLEY FRIZELL | DIRECTOR Trustee or director | 0.5 | $0 |
| STAN HOLM | DIRECTOR Trustee or director | 0.5 | $0 |
| TERRY SMITH | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH E LA RUE | PRESIDENT Trustee or director, Officer | 2 | $0 | $669,661 | $84,229 |
| GINA ORE | FORMER CHIEF PHILANTHROPY OFFICER Former | 0 | $0 | $344,051 | $5,849 |
| AMY RUNGE | CFO Officer | 2 | $0 | $274,950 | $0 |
| SHARON GRAMBOW | FORMER CFO Former | 2 | $0 | $113,217 | $2,455 |
| JOAN SMITH | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LARRY VERING | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MICHAEL BARNES | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| NEAL HASKELL | DIRECTOR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| RONALD J SYMIC | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| DANIEL ESPARZA | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GREG GILSTRAP | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| IRENE KOVALA EDD | DIRECTOR, EX-OFFICIO, SHS Trustee or director | 0.5 | $0 | $0 | $0 |
| JANE CEASOR | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| L BIRT KELLAM | DIRECTOR END 10/23 Trustee or director | 0.5 | $0 | $0 | $0 |
| LEW LANCASTER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARY CAVANAUGH-MARSH | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| PATRICIA LEWIS FINNELL | DIRECTOR, EX-OFFICIO, SHS END 09/23 Trustee or director | 0.5 | $0 | $0 | $0 |
| ROSLYN BECKWITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SALLY WILLIAMSON | DIRECTOR END 03/24 Trustee or director | 0.5 | $0 | $0 | $0 |
| SANDY STEPHENSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHARON ORLOPP | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHIRLEY FRIZELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| STAN HOLM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TERRY SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TODD HORNBACK | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH E LA RUE | PRESIDENT Trustee or director, Officer | 2 | $0 | $401,589 | $91,613 |
| SHARON GRAMBOW | CFO END 3/23 Officer | 8 | $0 | $328,675 | $23,112 |
| GINA ORE | CHIEF PHILANTHR. OFF. END 5/23 Officer | 40 | $0 | $201,125 | $8,046 |
| JOAN SMITH | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MICHAEL BARNES | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LARRY VERING | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| RONALD J SYMIC | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JANE CEASOR | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHIRLEY FRIZELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| NEAL HASKELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| L BIRT KELLAM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| IRENE KOVALA EDD | DIRECTOR, EX-OFFICIO, SHS Trustee or director | 0.5 | $0 | $0 | $0 |
| LEW LANCASTER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| PATRICIA LEWIS FINNELL | DIRECTOR, EX-OFFICIO, SHS Trustee or director | 0.5 | $0 | $0 | $0 |
| SHARON LIND | DIRECTOR END 1/23 Trustee or director | 0.5 | $0 | $0 | $0 |
| GARY MARRER | DIRECTOR END 11/22 Trustee or director | 0.5 | $0 | $0 | $0 |
| REV LOWELL NELSON | DIRECTOR END 9/22 Trustee or director | 0.5 | $0 | $0 | $0 |
| TERRY SMITH | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SALLY WILLIAMSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MARY CAVANAUGH-MARSH | DIRECTOR BEG 11/22 Trustee or director | 0.5 | $0 | $0 | $0 |
| SANDY STEPHENSON | DIRECTOR BEG 11/22 Trustee or director | 0.5 | $0 | $0 | $0 |
| TODD HORNBACK | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| AMY RUNGE | CFO BEG 3/23 Officer | 8 | $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 853766030
- Signed the 990
- AMY RUNGE, CFO
- Phone
- (623) 471-9550
- Website
- SUNHEALTHFOUNDATION.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
SUN HEALTH FOUNDATION IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE AND PROVIDES SUPPORT TO THE COMMUNITY AT LARGE THROUGH SCHOLARSHIPS AND FREE HEALTH PROGRAMS.
Program accomplishments
- IN PARTNERSHIP WITH GENEROUS DONORS, SUN HEALTH FOUNDATION PROVIDED $4,721,871 IN PHILANTHROPIC SUPPORT TO BANNER BOSWELL MEDICAL CENTER (A NATIONALLY RECOGNIZED 410-BED ACUTE CARE HOSPITAL), BANNER DEL E WEBB MEDICAL CENTER (A 321-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, FREEDOM PLAZA, GRANDVIEW TERRACE CARE CENTER, GRANDVIEW TERRACE MEMORY SUPPORT SUITES, THE CENTER FOR HEALTH AND WELLBEING, CARE TRANSITIONS PROGRAM AND COMMUNITY EDUCATION.Expenses $3,675,498 · grants $2,854,763 · revenue $633,399
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
- 23-7107959
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $41,125,584
- Income (IRS master file)
- $10,262,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,190,704 | $5,639,344 | $41,125,584 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $7,316,362 | $7,566,029 | $36,144,513 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $7,064,289 | $8,309,236 | $35,386,070 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $6,256,051 | $7,394,649 | $38,132,191 | 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 23-7107959).
Questions about SUN HEALTH FOUNDATION
- What is the EIN of SUN HEALTH FOUNDATION?
- The employer identification number (EIN) of SUN HEALTH FOUNDATION is 23-7107959.
- Is SUN HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to SUN HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUN HEALTH FOUNDATION 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 SUN HEALTH FOUNDATION 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 SUN HEALTH FOUNDATION 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 SUN HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names JOSEPH E LA RUE.
- Who are the officers and directors of SUN HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 23 people; 0 received compensation from the organization.
- How much revenue does SUN HEALTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,190,704, expenses of $5,639,344 and total assets of $41,125,584 at year end.
Other nonprofits in SUN CITY WEST
- SUN HEALTH SERVICES EIN 26-2957251 · last filed 990 for 2025
- NATIONAL STUTTERING ASSOCIATION EIN 94-2420533 · last filed 990 for 2025
- NEW HAVEN HEALING CENTER AND HOSPICE EIN 86-0945631 · last filed 990-PF for 2025
- HEALTHY HUMAN PROJECT EIN 83-4719473 · last filed 990-N for 2025
- TRANSPLANT FAMILIES EIN 82-2064952 · last filed 990-N for 2025
- RECREATION CENTERS OF SUN CITY WEST INC EIN 86-0374506 · last filed 990 for 2025
- SUN HEALTH GRANDVIEW TERRACE EIN 83-2576991 · last filed 990 for 2025
- SUN HEALTH COLONNADE EIN 45-3137352 · last filed 990 for 2025