Nonprofit · EIN 86-0296211
SUN LIFE FAMILY HEALTH CENTER INC
Tax-exempt · CASA GRANDE, AZ 85122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $71,006,338 | $81,463,155 | -$10,456,817 | $74,607,090 | $40,651,478 | $33,955,612 |
| May 31, 2024 | 990 | $77,108,733 | $71,908,546 | $5,200,187 | $65,637,361 | $21,382,678 | $44,254,683 |
| May 31, 2023 | 990 | $66,286,042 | $61,725,954 | $4,560,088 | $63,881,678 | $24,978,660 | $38,903,018 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $7,593,237
- of which government grants
- $7,430,121
- Program service revenue
- $63,224,937
- Investment income
- $48,110
- Net rental income
- $1,680
- Net gain from sales of assets
- $17,684
- Other revenue
- $140,054
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,500,084
- Other salaries and wages
- $34,322,560
- Salaries, compensation and benefits (total)
- $43,293,905
- Professional fundraising fees
- $0
- Legal fees
- $101,924
- Accounting fees
- $87,113
- Occupancy
- $5,096,866
- Travel
- $252,751
- Depreciation
- $1,678,087
- Program services (functional)
- $73,135,155
- Management and general (functional)
- $8,328,000
Balance sheet and other
- Total assets, start of year
- $65,637,361
- Total assets, end of year
- $74,607,090
- Total liabilities, end of year
- $40,651,478
- Net assets, end of year
- $33,955,612
- Land, buildings and equipment
- $43,759,505
- Net assets without donor restrictions
- $31,128,579
- Net assets with donor restrictions
- $2,827,033
- Gross receipts
- $71,658,147
- Employees
- 707
- Volunteers
- 9
- Year formed
- 1976
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EDDIE ESTRADA MD | CEO Officer | 40 | $519,054 | $31,523 |
| JONATHAN WILLMS | CMO Officer | 40 | $443,560 | $39,976 |
| LOGAN WALTER | Physician Highest-paid employee | 40 | $436,081 | $45,017 |
| PAVEL PETKOV | Physician Highest-paid employee | 40 | $423,535 | $21,054 |
| TAKISH ZIAD | Pediatric Dentist Highest-paid employee | 40 | $364,463 | $43,305 |
| SUSAN STEIN | Physician Highest-paid employee | 40 | $373,836 | $21,921 |
| DANIELLE HERRIED | Physician Highest-paid employee | 40 | $342,062 | $19,292 |
| JESSICA COVEY | CFO Officer | 40 | $258,809 | $34,225 |
| MICHELOV RHAU | COO Officer | 40 | $224,015 | $13,045 |
| ELLIE BROWN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RONA CURPHY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SHIRLEY KELLY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CLINTON NORMORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GORDON NEDOM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN HERNANDEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIE ROYBAL | DIRECTOR Trustee or director | 1 | $0 |
| MARILYN COOPER-LUNT | DIRECTOR Trustee or director | 1 | $0 |
| TIM SARNOWSKI | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EDDIE ESTRADA MD | CEO Officer | 40 | $636,657 | $29,847 |
| JONATHAN WILLMS | CMO Officer | 40 | $387,320 | $101,203 |
| Francisco Amaya Pinto | Physician Highest-paid employee | 40 | $345,262 | $40,465 |
| TAKISH ZIAD | Pediatric Dentist Highest-paid employee | 40 | $338,560 | $36,177 |
| LOGAN WALTER | Physician Highest-paid employee | 40 | $329,557 | $38,034 |
| SUSAN STEIN | PHYSICIAN Highest-paid employee | 40 | $323,220 | $21,633 |
| PAVEL PETKOV | PHYSICIAN Highest-paid employee | 40 | $313,489 | $19,881 |
| JESSICA COVEY | CFO Officer | 40 | $217,747 | $74,772 |
| MICHELOV RHAU | COO Officer | 40 | $203,908 | $53,502 |
| MARIE ROYBAL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RONA CURPHY | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CLINTON NORMORE | MEMBER Trustee or director | 1 | $0 | $0 |
| ELLIE BROWN | MEMBER Trustee or director | 1 | $0 | $0 |
| GORDON NEDOM | MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN HERNANDEZ | MEMBER Trustee or director | 1 | $0 | $0 |
| KIM COLLINS | MEMBER Trustee or director | 1 | $0 | $0 |
| MARILYN COOPER-LUNT | MEMBER Trustee or director | 1 | $0 | $0 |
| SHIRLEY KELLY | MEMBER Trustee or director | 1 | $0 | $0 |
| TIM SARNOWKIS | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JONATHAN WILLMS | CMO Officer | 40 | $381,152 | $81,314 |
| EDDIE ESTRADA MD | CEO Officer | 40 | $330,900 | $100,278 |
| TIMOTHY SCHMIDT | PHYSICIAN Highest-paid employee | 40 | $331,533 | $34,870 |
| SUSAN STEIN | PHYSICIAN Highest-paid employee | 40 | $350,515 | $15,001 |
| LOGAN WALTER | PHYSICIAN Highest-paid employee | 40 | $319,267 | $31,195 |
| PAVEL PETKOV | PHYSICIAN Highest-paid employee | 40 | $334,668 | $13,643 |
| FRANCISCO AMAYA PINTO | PHYSICIAN Highest-paid employee | 40 | $274,432 | $29,035 |
| JESSICA COVEY | CFO Officer | 40 | $199,761 | $59,588 |
| MICHELOV RHAU | COO Officer | 40 | $187,677 | $48,169 |
| SHIRLEY KELLY | BOARD CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE MARTINEZ | BOARD CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| ELLIE BROWN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARILYN COOPER-LUNT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RONA CURPHY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| GORDON NEDOM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIE ROYBAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM SARNOWSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN HERNANDEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM COLLINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CLINTON NORMORE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 865 N ARIZOLA RD, CASA GRANDE, AZ 85122-6011
- In care of
- % JESSICA COVEY
- Principal officer (990 for 2024)
- EDDIE ESTRADA, PO BOX 10097, CASE GRANDE, AZ 85130
- Signed the 990
- JESSICA COVEY, CFO
- Phone
- (520) 836-3446
- Website
- SUNLIFEHEALTH.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE AND HIGH-QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE.
Program accomplishments
- Sun Life Health has been serving rural Arizona since 1976. Serving nearly 50,000 patients annually in 14 locations throughout Maricopa and Pinal Counties, Sun Life Health offers comprehensive primary care services that include diagnosis, treatment and follow up care to address chronic health care conditions. Primary care services delivered to the target population focuses on improving health outcomes to address high rates for cancers, cardiovascular disease, diabetes, obesity and asthma. Sun Life Health serves patients throughout the life cycle (from birth to end of life). Our Pediatric office offers wellness checks, immunizations as well as education and preventive health services to the patient population age 18 and younger. Sun Life Health also operates OB/GYN services in four locations located in Casa Grande, Chandler, Mesa and Maricopa. Services provided at the OB/GYN offices include health education, ultrasound, Women's Wellness Exams, Pap tests, family planning services, pregnancy tests, breast exams as well as prenatal care, and labor and delivery. These services address health disparities related to newborn and maternal health in the communities we serve. Offering mammography services in Casa Grande to increase patient accessibility for early cancer detection. As the only Ryan White Part A primary care service provider in Pinal County, Sun Life Health also provides medical services that focus on managing the complex health care needs of individuals who have HIV/AIDS and aid in the prevention of HIV by offering HIV PrEP services.Expenses $44,525,159 · revenue $32,311,679
- Sun Life Health offers pharmacy services at eight locations. Access to these services are available at our full-service community pharmacies located in Casa Grande Family Practice, Casa Grande Ob/Gyn, Eloy, Florence, Maricopa, Mesa, Oracle and San Manuel. Sun Life Health participates in a program called 340b which helps provide affordable medications to those who need it most. Sun Life Health also operates a team of Clinical Pharmacists deeply rooted within the care team to assist high-risk patients with much needed medication management and disease education to improve overall health.Expenses $20,815,368 · revenue $26,687,583
- SUN LIFE HEALTH OFFERS A ROBUST ORAL HEALTH PROGRAM, INCLUDING COMPREHENSIVE GENERAL DENTISTRY, PEDIATRIC DENTISTRY AND ORTHODONTICS WITHIN OUR CASA GRANDE LOCATION. DENTAL SERVICES AVAILABLE AT THIS LOCATION INCLUDE ORAL HEALTH SCREENING, EDUCATION, RESTORATIVE TREATMENT, FILLINGS, EXTRACTIONS, BRIDGES, DENTURES AND ORTHODONTICS. SUN LIFE HEALTH OFFERS A COMMUNITY DENTAL PROGRAM IN PARTNERSHIP WITH THE ARIZONA DEPARTMENT OF HEALTH THAT IMBEDS DENTAL HYGIENISTS IN THE SCHOOLS TO PROVIDE FREE SEALANTS AND FLUORIDE VARNISHES IN PINAL COUNTY, AS WELL AS, AT OUR PEDIATRIC OFFICE TO ENCOURAGE ESTABLISHING A DENTAL HOME WITHIN THE PEDIATRIC WELL-CHILD CHECK. SUN LIFE HEALTH IS PROUD TO HAVE A PEDIATRIC DENTAL RESIDENCY PROGRAM IN PARTNERSHIP WITH NYU LANGONE, INCREASING ACCESS TO PEDIATRIC DENTAL PROVIDERS WITHIN PINAL COUNTY. RECENTLY IMPLEMENTED A DENTAL ASSISTANT TRAINING PROGRAM, SUN LIFE HEALTH IS COMMITTED TO EDUCATING AND GROWING THE FUTURE OF DENTAL PROVIDERS IN ARIZONA.Expenses $6,809,822 · revenue $3,788,153
- Sun Life Health offers an integrated behavioral health program, which provides much needed interventions with a behavioralist to assist patients with counseling and coaching to address their behavioral habits that lead to their poor health outcomes. Our team of Integrated Behavioral health consultants work collaboratively with physicians to counsel and educate patients about modifying behaviors that contribute to poor health outcomes and/or worsen their chronic conditions. Our integrated behavioral health team help people live healthier lives by offering Medication Assisted Therapies, Tobacco Cessation, Weight- Loss , Alternative Pain Management, and many other health education programs.Expenses $984,806 · revenue $437,522
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0296211
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E30Z)
- Assets (IRS master file)
- $74,607,090
- Income (IRS master file)
- $71,658,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $71,006,338 | $81,463,155 | $74,607,090 | XML |
| 990 | May 2024 | $77,108,733 | $71,908,546 | $65,637,361 | XML |
| 990 | May 2023 | $66,286,042 | $61,725,954 | $63,881,678 | XML |
| 990 | May 2022 | $64,448,701 | $55,724,645 | $50,187,289 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | 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 86-0296211).
Questions about SUN LIFE FAMILY HEALTH CENTER INC
- What is the EIN of SUN LIFE FAMILY HEALTH CENTER INC?
- The employer identification number (EIN) of SUN LIFE FAMILY HEALTH CENTER INC is 86-0296211.
- Is SUN LIFE FAMILY HEALTH CENTER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to SUN LIFE FAMILY HEALTH CENTER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUN LIFE FAMILY HEALTH CENTER INC 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 LIFE FAMILY HEALTH CENTER INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUN LIFE FAMILY HEALTH CENTER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of SUN LIFE FAMILY HEALTH CENTER INC?
- The 990 for the year ended May 31, 2025 names EDDIE ESTRADA.
- Who are the officers and directors of SUN LIFE FAMILY HEALTH CENTER INC?
- The 990 for the year ended May 31, 2025 lists 18 people; 9 received compensation from the organization, the highest $519,054 (EDDIE ESTRADA MD, CEO).
- How much revenue does SUN LIFE FAMILY HEALTH CENTER INC have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $71,006,338, expenses of $81,463,155 and total assets of $74,607,090 at year end.
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