Nonprofit · EIN 26-2957251
SUN HEALTH SERVICES
Tax-exempt · SUN CITY WEST, AZ 85376
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $46,581,241 | $45,691,432 | $889,809 | $304,477,865 | $184,350,358 | $120,127,507 |
| June 30, 2024 | 990 | $21,334,560 | $21,187,144 | $147,416 | $219,457,491 | $100,653,041 | $118,804,450 |
| June 30, 2023 | 990 | $15,715,924 | $17,210,032 | -$1,494,108 | $215,374,768 | $98,901,718 | $116,473,050 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,475,140
- Program service revenue
- $30,377,633
- Investment income
- $9,368,395
- Net rental income
- $711,084
- Net gain from sales of assets
- $6,127,691
- Other revenue
- $4,360,073
Expenses
- Grants and similar amounts paid
- $6,792,124
- Compensation of officers, directors and key employees
- $2,337,744
- Other salaries and wages
- $13,033,809
- Salaries, compensation and benefits (total)
- $19,167,073
- Professional fundraising fees
- $0
- Legal fees
- $133,396
- Accounting fees
- $302,823
- Occupancy
- $1,509,709
- Travel
- $292,160
- Depreciation
- $4,025,293
- Program services (functional)
- $35,905,304
- Management and general (functional)
- $9,786,128
Balance sheet and other
- Total assets, start of year
- $219,457,491
- Total assets, end of year
- $304,477,865
- Total liabilities, end of year
- $184,350,358
- Net assets, end of year
- $120,127,507
- Land, buildings and equipment
- $83,175,923
- Publicly traded securities
- $129,435,829
- Net assets without donor restrictions
- $109,502,016
- Net assets with donor restrictions
- $10,625,491
- Gross unrelated business income
- -$177,833
- Gross receipts
- $57,171,169
- Employees
- 31
- Volunteers
- 127
- Year formed
- 2008
- 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 | Other / benefits |
|---|---|---|---|---|
| JOSEPH E LA RUE | PRESIDENT & CEO Officer | 32 | $572,511 | $25,146 |
| KIMBERLY THOMPSON | CHIEF EXPERIENCE OFFICER Key employee | 32 | $419,700 | $58,289 |
| JOHN COUTURE | COO Key employee | 32 | $376,209 | $59,108 |
| AMY RUNGE | CFO Officer | 32 | $323,966 | $39,489 |
| MICHELLE MARTINEZ | VP COMMUNITY OPS Highest-paid employee | 34 | $237,372 | $11,268 |
| NORA HANNAH | CHIEF ENGAGEMENT OFFICER Key employee | 34 | $215,391 | $28,309 |
| EUGENE RAWLS | VICE PRESIDENT OF PROGRAM MANAGEMENT Highest-paid employee | 34 | $207,378 | $14,812 |
| WENDY NORMAN | SVP HR G DEVELOPMENT Key employee | 32 | $202,880 | $16,744 |
| SUZY PEEL | VICE PRESIDENT REAL ESTATE PLANNING AND DEVELOPMENT Highest-paid employee | 34 | $196,036 | $23,568 |
| MEGAN WORD | VICE PRESIDENT OF MARKETING AND COMMUNICATIONS Highest-paid employee | 34 | $183,387 | $22,359 |
| NEAL SMITH | VP OF FACILITIES & CONSTRUCTION MANAGEMENT Highest-paid employee | 34 | $198,049 | $140 |
| IRENE KOVALA EDD | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| LEW LANCASTER | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| MARK REIFSTECK | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| NEAL HASKELL | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY MARRER | DIRECTOR Trustee or director | 1.5 | $0 |
| GERALD SOLOMON | DIRECTOR Trustee or director | 1.5 | $0 |
| GREG GILSTRAP | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 2 | $0 |
| HERMAN L ORCUTT | DIRECTOR Trustee or director | 1.5 | $0 |
| MARY CAVANAUGH-MARSH | DIRECTOR Trustee or director | 1.5 | $0 |
| REY RIVERA | DIRECTOR Trustee or director | 1.5 | $0 |
| RONALD J SYMIC | DIRECTOR Trustee or director | 1.5 | $0 |
| SHARON ORLOPP | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 2 | $0 |
| SINTRA HOFFMAN | DIRECTOR Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH E LA RUE | PRESIDENT & CEO Trustee or director, Officer | 32 | $669,661 | $84,229 |
| JOHN COUTURE | COO Key employee | 32 | $325,817 | $52,814 |
| KIMBERLY THOMPSON | CHIEF EXPERIENCE OFFICER Key employee | 32 | $236,752 | $43,202 |
| AMY RUNGE | CFO Officer | 32 | $274,950 | $0 |
| WENDY NORMAN | SVP HR G DEVELOPMENT Key employee | 32 | $231,836 | $13,784 |
| MICHELLE MARTINEZ | VP COMMUNITY OPS Highest-paid employee | 34 | $207,131 | $10,312 |
| NEAL SMITH | VP OF FACILITIES & CONSTRUCTION MANAGEMENT Highest-paid employee | 34 | $199,136 | $13,879 |
| KATHLEEN FREDERICK | DIR OF SALES & BUS DEV Highest-paid employee | 34 | $175,988 | $7,546 |
| KARI DAVIS-CURRY | VP COMMUNITY OPS Highest-paid employee | 34 | $169,977 | $10,824 |
| YUNXIANG LI | VP OF ACCOUNTING & FINANCIAL REPORTING Highest-paid employee | 34 | $158,254 | $17,688 |
| TAHLYA VISINTAINER | FORMER COO Former | 32 | $158,246 | $3,292 |
| SHARON GRAMBOW | FORMER CFO Former | 32 | $113,217 | $2,455 |
| NORA HANNAH | CHIEF ENGAGEMENT OFFICER BEG 10/23 Officer | 34 | $22,500 | $0 |
| IRENE KOVALA EDD | VICE CHAIR END/CHAIR BEG 09/23 Trustee or director, Officer | 2 | $0 | $0 |
| LEW LANCASTER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| NEAL HASKELL | DIRECTOR; VICE CHAIR BEG 09/23 Trustee or director, Officer | 2 | $0 | $0 |
| PATRICIA LEWIS FINNELL | CHAIR END 09/23 Trustee or director, Officer | 2 | $0 | $0 |
| ROGER GIMBY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| GARY MARRER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GERALD SOLOMON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HERMAN L ORCUTT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOAN SMITH | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 2 | $0 | $0 |
| L BIRT KELLAM | DIRECTOR END 10/23 Trustee or director | 2 | $0 | $0 |
| MARK REIFSTECK | DIRECTOR BEG 09/23 Trustee or director | 2 | $0 | $0 |
| MICHAEL BARNES | DIRECTOR, VICE CHAIR BEG 09/23, SHF Trustee or director | 2 | $0 | $0 |
| RANDY MCGRANE | DIRECTOR END 02/24 Trustee or director | 2 | $0 | $0 |
| REV LOWELL NELSON | DIRECTOR END 03/24 Trustee or director | 2 | $0 | $0 |
| RONALD J SYMIC | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH E LA RUE | PRESIDENT & CEO Trustee or director, Officer | 32 | $401,589 | $91,613 |
| SHARON GRAMBOW | CFO END 3/23 Officer | 8 | $328,675 | $23,112 |
| TAHLYA VISINTAINER | COO END 8/22 Key employee | 8 | $311,551 | $14,819 |
| CARLA WRIGHT | SENIOR VP OF FINANCE END 3/23 Highest-paid employee | 32 | $187,177 | $15,274 |
| VINCE BENBENEK | CHIEF MARKETING OFF. END 10/22 Key employee | 8 | $176,786 | $19,600 |
| PAUL VANDERVEEN | VP RE PLN & DVLPMT END 12/22 Highest-paid employee | 32 | $163,336 | $12,279 |
| WENDY LABADIE | SVP HR & ORG DEVELOPMENT Key employee | 32 | $167,734 | $7,196 |
| CHARLES KERBY | EXECUTIVE DIRECTOR END 5/23 Highest-paid employee | 32 | $157,961 | $15,277 |
| BARBARA MASON | VP HOME & COMMUNITY SERVICES Highest-paid employee | 32 | $153,809 | $16,781 |
| DONALD FRIDAY | VP OF IT END 5/23 Highest-paid employee | 32 | $153,792 | $14,114 |
| JENNIFER DRAGO | CSO END 7/22 Officer | 40 | $133,518 | $1,524 |
| PATRICIA LEWIS FINNELL | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| LEW LANCASTER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| HERMAN L ORCUTT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| L BIRT KELLAM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IRENE KOVALA EDD | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RANDY MCGRANE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ROGER GIMBY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| RONALD J SYMIC | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MICHAEL BARNES | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 2 | $0 | $0 |
| JOAN SMITH | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 2 | $0 | $0 |
| NEAL HASKELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GARY MARRER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REV LOWELL NELSON | DIRECTOR BEG 12/22 Trustee or director | 2 | $0 | $0 |
| GERALD SOLOMON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY RUNGE | CFO BEG 3/23 Officer | 8 | $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
- Phone
- (623) 832-5353
- Website
- WWW.SUNHEALTH.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
SUN HEALTH CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS.
Program accomplishments
- SUN HEALTH SENIOR LIVING OFFERS RESIDENTS AND COMMUNITY MEMBERS AN ARRAY OF LIVING EXPERIENCES INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT, CUSTODIAL CARE AND SKILLED AND REHABILITATION NURSING CARE VIA THREE ARIZONA RETIREMENT COMMUNITIES: GRANDVIEW TERRACE IN SUN CITY WEST, LA LOMA VILLAGE IN LITCHFIELD PARK, AND THE COLONNADE IN SURPRISE. ADDITIONALLY, SUN HEALTH AT HOME MEMBERS LIVE INDEPENDENTLY, WHEREVER THEY CALL HOME, WITH THE ASSURANCE OF KNOWING THEY HAVE ACCESS TO WELLNESS COORDINATION AND HEALTHCARE SERVICES SHOULD THEIR NEEDS CHANGE.Expenses $16,775,264 · revenue $22,133,019
- WITH MUCH GENEROSITY COMES MUCH RESPONSIBILITY AND WE TAKE OUR STEWARDSHIP VERY SERIOUSLY. SUN HEALTH PROVIDED $4,672,845 TOWARD OUR COMMITMENT TO SUPERIOR WEST VALLEY HEALTHCARE SERVICES AT THREE COMMUNITY MEDICAL CENTERS: DEL E WEBB HOSPITAL AND BANNER BOSWELL MEDICAL CENTER, INCLUDING OVERSIGHT AND MONITORING OF THE SUN HEALTH PORTFOLIOS AND REAL ESTATE GIFTS. SEE SCHEDULE O FOR MORE INFORMATION.Expenses $15,730,126 · grants $6,792,124 · revenue $3,201,719
- THE CENTER FOR HEALTH AND WELLBEING OFFERS PROGRAMS, SERVICES, AND EDUCATIONAL CLASSES PROVIDING ARIZONANS WITH THE LATEST INFORMATION ON HEALTH AND WELLNESS TOPICS TO MAINTAIN THEIR HEALTH AND INDEPENDENCE. PROGRAMS, SERVICES AND CLASSES INCLUDE: FREE AND LOW-COST EDUCATIONAL CLASSES, DIABETES PREVENTION AND MANAGEMENT, FALL RISK ASSESSMENTS, FITNESS CONSULTATIONS, CUSTOM EXERCISE PLANS, MEDICAL NUTRITION THERAPY, AND MASSAGE SERVICES.Expenses $2,442,345 · revenue $5,053,154
- 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.Expenses $957,569
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
- 26-2957251
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E19)
- Assets (IRS master file)
- $304,477,865
- Income (IRS master file)
- $57,171,169
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $46,581,241 | $45,691,432 | $304,477,865 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $21,334,560 | $21,187,144 | $219,457,491 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $15,715,924 | $17,210,032 | $215,374,768 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $26,899,475 | $18,234,692 | $210,112,721 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 26-2957251).
Questions about SUN HEALTH SERVICES
- What is the EIN of SUN HEALTH SERVICES?
- The employer identification number (EIN) of SUN HEALTH SERVICES is 26-2957251.
- Is SUN HEALTH SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SUN HEALTH SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SUN HEALTH SERVICES 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 SERVICES 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 SERVICES 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 SERVICES?
- The 990 for the year ended June 30, 2025 names JOSEPH E LA RUE.
- Who are the officers and directors of SUN HEALTH SERVICES?
- The 990 for the year ended June 30, 2025 lists 24 people; 11 received compensation from the organization, the highest $572,511 (JOSEPH E LA RUE, PRESIDENT & CEO).
- How much revenue does SUN HEALTH SERVICES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $46,581,241, expenses of $45,691,432 and total assets of $304,477,865 at year end.
Other nonprofits in SUN CITY WEST
- SUN HEALTH FOUNDATION EIN 23-7107959 · 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