Nonprofit · EIN 45-3137352
SUN HEALTH COLONNADE
Tax-exempt · SUN CITY WEST, AZ 85376
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $21,994,149 | $23,370,067 | -$1,375,918 | $100,112,628 | $95,676,074 | $4,436,554 |
| June 30, 2024 | 990 | $20,730,895 | $21,492,340 | -$761,445 | $95,367,857 | $89,503,369 | $5,864,488 |
| June 30, 2023 | 990 | $18,780,873 | $19,257,586 | -$476,713 | $94,824,285 | $88,172,292 | $6,651,993 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $95,909
- Program service revenue
- $20,983,149
- Investment income
- $915,091
- Net gain from sales of assets
- $24,810
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $7,461,345
- Salaries, compensation and benefits (total)
- $8,909,053
- Professional fundraising fees
- $0
- Legal fees
- $8,104
- Accounting fees
- $49,204
- Occupancy
- $1,326,737
- Travel
- $51,444
- Depreciation
- $2,966,977
- Program services (functional)
- $17,169,002
- Management and general (functional)
- $6,201,065
Balance sheet and other
- Total assets, start of year
- $95,367,857
- Total assets, end of year
- $100,112,628
- Total liabilities, end of year
- $95,676,074
- Net assets, end of year
- $4,436,554
- Land, buildings and equipment
- $73,657,091
- Publicly traded securities
- $8,301,288
- Net assets without donor restrictions
- $4,436,554
- Gross receipts
- $21,994,149
- Employees
- 266
- Volunteers
- 15
- Year formed
- 2011
- 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 & CEO Officer | 2 | $0 | $572,511 | $25,146 |
| KIMBERLY THOMPSON | CHIEF EXPERIENCE OFFICER Key employee | 2 | $0 | $419,700 | $58,289 |
| JOHN COUTURE | COO Key employee | 2 | $0 | $376,209 | $59,108 |
| AMY RUNGE | CFO Officer | 2 | $0 | $323,966 | $39,489 |
| MICHELLE MARTINEZ | VP COMMUNITY OPS Highest-paid employee | 2 | $0 | $237,372 | $11,268 |
| NORA HANNAH | CHIEF ENGAGEMENT OFFICER Key employee | 2 | $0 | $215,391 | $28,309 |
| EUGENE RAWLS | VICE PRESIDENT OF PROGRAM MANAGEMENT Highest-paid employee | 2 | $0 | $207,378 | $14,812 |
| WENDY NORMAN | SVP HR G DEVELOPMENT Key employee | 2 | $0 | $202,880 | $16,744 |
| SUZY PEEL | VICE PRESIDENT REAL ESTATE PLANNING AND DEVELOPMENT Highest-paid employee | 2 | $0 | $196,036 | $23,568 |
| MEGAN WORD | VICE PRESIDENT OF MARKETING AND COMMUNICATIONS Highest-paid employee | 2 | $0 | $183,387 | $22,359 |
| NEAL SMITH | VP OF FACILITIES & CONSTRUCTION MANAGEMENT Highest-paid employee | 2 | $0 | $198,049 | $140 |
| IRENE KOVALA EDD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LEW LANCASTER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARK REIFSTECK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NEAL HASKELL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY MARRER | DIRECTOR Trustee or director | 0.5 | $0 |
| GERALD SOLOMON | DIRECTOR Trustee or director | 0.5 | $0 |
| GREG GILSTRAP | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 0.5 | $0 |
| HERMAN L ORCUTT | DIRECTOR Trustee or director | 0.5 | $0 |
| MARY CAVANAUGH-MARSH | DIRECTOR Trustee or director | 0.5 | $0 |
| REY RIVERA | DIRECTOR Trustee or director | 0.5 | $0 |
| RONALD J SYMIC | DIRECTOR Trustee or director | 0.5 | $0 |
| SHARON ORLOPP | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 0.5 | $0 |
| SINTRA HOFFMAN | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH E LA RUE | PRESIDENT & CEO Trustee or director, Officer | 2 | $0 | $669,661 | $84,229 |
| JOHN COUTURE | COO Key employee | 2 | $0 | $325,817 | $52,814 |
| KIMBERLY THOMPSON | CHIEF EXPERIENCE OFFICER Key employee | 2 | $0 | $236,752 | $43,202 |
| AMY RUNGE | CFO Officer | 2 | $0 | $274,950 | $0 |
| WENDY NORMAN | SVP HR G DEVELOPMENT Key employee | 2 | $0 | $231,836 | $13,784 |
| MICHELLE MARTINEZ | VP COMMUNITY OPS Highest-paid employee | 2 | $0 | $207,131 | $10,312 |
| NEAL SMITH | VP OF FACILITIES & CONSTRUCTION MANAGEMENT Highest-paid employee | 2 | $0 | $199,136 | $13,879 |
| KATHLEEN FREDERICK | DIR OF SALES & BUS DEV Highest-paid employee | 2 | $0 | $175,988 | $7,546 |
| KARI DAVIS-CURRY | VP COMMUNITY OPS Highest-paid employee | 2 | $0 | $169,977 | $10,824 |
| YUNXIANG LI | VP OF ACCOUNTING & FINANCIAL REPORTING Highest-paid employee | 2 | $0 | $158,254 | $17,688 |
| TAHLYA VISINTAINER | FORMER COO Former | 2 | $0 | $158,246 | $3,292 |
| SHARON GRAMBOW | FORMER CFO Former | 2 | $0 | $113,217 | $2,455 |
| IRENE KOVALA EDD | VICE CHAIR END/CHAIR BEG 09/23 Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LEW LANCASTER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| NEAL HASKELL | DIRECTOR; VICE CHAIR BEG 09/23 Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PATRICIA LEWIS FINNELL | CHAIR END 09/23 Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ROGER GIMBY | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| GARY MARRER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GERALD SOLOMON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HERMAN L ORCUTT | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOAN SMITH | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 0.5 | $0 | $0 | $0 |
| L BIRT KELLAM | DIRECTOR END 10/23 Trustee or director | 0.5 | $0 | $0 | $0 |
| MARK REIFSTECK | DIRECTOR BEG 09/23 Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL BARNES | DIRECTOR, VICE CHAIR BEG 09/23, SHF Trustee or director | 0.5 | $0 | $0 | $0 |
| RANDY MCGRANE | DIRECTOR END 02/24 Trustee or director | 0.5 | $0 | $0 | $0 |
| REV LOWELL NELSON | DIRECTOR END 03/24 Trustee or director | 0.5 | $0 | $0 | $0 |
| RONALD J SYMIC | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH E LA RUE | PRESIDENT & CEO Trustee or director, Officer | 2 | $0 | $401,589 | $91,613 |
| SHARON GRAMBOW | CFO END 3/23 Officer | 2 | $0 | $328,675 | $23,112 |
| TAHLYA VISINTAINER | COO END 8/22 Key employee | 8 | $0 | $311,551 | $14,819 |
| CARLA WRIGHT | SENIOR VP OF FINANCE END 3/23 Highest-paid employee | 2 | $0 | $187,177 | $15,274 |
| VINCE BENEBENEK | CHIEF MARKETING OFF. END 10/22 Key employee | 2 | $0 | $176,786 | $19,600 |
| PAUL VANDERVEEN | VP RE PLN & DVLPMT END 12/22 Highest-paid employee | 2 | $0 | $163,336 | $12,279 |
| WENDY LABADIE | SVP HR & ORG DEVELOPMENT Key employee | 2 | $0 | $167,734 | $7,196 |
| CHARLES KERBY | EXECUTIVE DIRECTOR END 5/23 Highest-paid employee | 2 | $0 | $157,961 | $15,277 |
| BARBARA MASON | VP HOME & COMMUNITY SERVICES Highest-paid employee | 2 | $0 | $153,809 | $16,781 |
| DONALD FRIDAY | VP OF IT END 5/23 Highest-paid employee | 2 | $0 | $153,792 | $14,114 |
| JENNIFER DRAGO | CSO END 7/22 Officer | 0 | $0 | $133,518 | $1,524 |
| PATRICIA LEWIS FINNELL | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LEW LANCASTER | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ROGER GIMBY | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| L BIRT KELLAM | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| IRENE KOVALA EDD | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| RANDY MCGRANE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HERMAN L ORCUTT | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RONALD J SYMIC | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL BARNES | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 0.5 | $0 | $0 | $0 |
| NEAL HASKELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GARY MARRER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| REV LOWELL NELSON | DIRECTOR BEG 12/22 Trustee or director | 0.5 | $0 | $0 | $0 |
| JOAN SMITH | DIRECTOR, EX-OFFICIO, SHF Trustee or director | 0.5 | $0 | $0 | $0 |
| GERALD SOLOMON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| AMY RUNGE | CFO BEG 5/23 Officer | 2 | $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 85376
- Signed the 990
- Amy Runge, CFO
- Phone
- (623) 236-3700
- Website
- WWW.SUNHEALTH.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
COLONNADE CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS.
Program accomplishments
- SUN HEALTH COLONNADE OPERATES A 218-RESIDENCE INDEPENDENT LIVING COMMUNITY AND A 50-UNIT ASSISTED LIVING AND MEMORY SUPPORT BUILDING. DESIGN OF A MASTER PLAN TO DEVELOP ADDITIONAL HOMES AND HEALTH CARE SERVICES CONTINUES ON THE 34-ACRE CAMPUS UNDER A MASTER DEVELOPMENT PLAN. UNDER THIS MASTER PLAN, COLONNADE PLANS TO INCREASE THE CAPACITY OF THE ASSISTED LIVING/MEMORY SUPPORT BUILDING ONCE DEMAND FOR SERVICES EXCEEDS CURRENT CAPACITY. SEE SCHEDULE O FOR MORE INFORMATION.Expenses $16,370,285 · revenue $19,619,888
- SUN HEALTH AT HOME, A LICENSED DIVISION OF COLONNADE, PROVIDES SELECTED LIFE CARE SERVICES TO MEMBERS IN THEIR PRIVATE HOMES.Expenses $798,717 · revenue $1,363,261
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
- 45-3137352
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $100,112,628
- Income (IRS master file)
- $21,994,149
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $21,994,149 | $23,370,067 | $100,112,628 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $20,730,895 | $21,492,340 | $95,367,857 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $18,780,873 | $19,257,586 | $94,824,285 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $17,373,770 | $17,012,222 | $93,138,255 | 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 45-3137352).
Questions about SUN HEALTH COLONNADE
- What is the EIN of SUN HEALTH COLONNADE?
- The employer identification number (EIN) of SUN HEALTH COLONNADE is 45-3137352.
- Is SUN HEALTH COLONNADE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to SUN HEALTH COLONNADE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUN HEALTH COLONNADE 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 COLONNADE 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 COLONNADE 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 COLONNADE?
- The 990 for the year ended June 30, 2025 names JOSEPH E LA RUE.
- Who are the officers and directors of SUN HEALTH COLONNADE?
- The 990 for the year ended June 30, 2025 lists 24 people; 0 received compensation from the organization.
- How much revenue does SUN HEALTH COLONNADE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $21,994,149, expenses of $23,370,067 and total assets of $100,112,628 at year end.
Other nonprofits in SUN CITY WEST
- SUN HEALTH GRANDVIEW TERRACE EIN 83-2576991 · last filed 990 for 2025
- STREETPAX EIN 81-2126421 · last filed 990-N for 2025
- SUN HEALTH SERVICES EIN 26-2957251 · last filed 990 for 2025
- RECREATION CENTERS OF SUN CITY WEST INC EIN 86-0374506 · last filed 990 for 2025
- LA LOMA SENIOR LIVING SERVICES INC EIN 86-1028348 · last filed 990 for 2025
- SUN HEALTH FOUNDATION EIN 23-7107959 · last filed 990 for 2025
- NATIONAL ANIMAL SUPPLEMENT COUNCIL INC EIN 87-0686290 · last filed 990 for 2024
- NATIONAL STUTTERING ASSOCIATION EIN 94-2420533 · last filed 990 for 2025
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