- Revenue 2023
- $21,334,560
- Expenses 2023
- $21,187,144
Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- E19
- Classification
- 1200
- Street
- PO BOX 6030
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2023
Mission
SUN HEALTH CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS.
Activities or mission (Part I)
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.
-
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 $7,775,632 · Revenue $7,004,512
-
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 $7,291,192 · Grants $2,076,606 · Revenue $1,013,259
-
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 $1,132,070 · Revenue $1,599,189
-
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 $443,850
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2023
As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
IRENE KOVALA EDD
VICE CHAIR END/CHAIR BEG 09/23
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
JOSEPH E LA RUE
PRESIDENT & CEO
- Total calculated
- $753,890
- From this org
- $669,661
- From related orgs
- $0
- Other
- $84,229
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $338,971
- Bonus
- $0
- Other
- $330,690
- Deferred
- $74,700
- Nontaxable benefits
- $9,529
- Filer's total
- $753,890
-
LEW LANCASTER
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
NEAL HASKELL
DIRECTOR; VICE CHAIR BEG 09/23
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
PATRICIA LEWIS FINNELL
CHAIR END 09/23
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
ROGER GIMBY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
GARY MARRER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
GERALD SOLOMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
HERMAN L ORCUTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
JOAN SMITH
DIRECTOR, EX-OFFICIO, SHF
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
L BIRT KELLAM
DIRECTOR END 10/23
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
MARK REIFSTECK
DIRECTOR BEG 09/23
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
MICHAEL BARNES
DIRECTOR, VICE CHAIR BEG 09/23, SHF
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
RANDY MCGRANE
DIRECTOR END 02/24
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
REV LOWELL NELSON
DIRECTOR END 03/24
- Total calculated
- $0
- Hours/week
- 2 + 1.5 related
-
RONALD J SYMIC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
AMY RUNGE
CFO
- Total calculated
- $274,950
- From this org
- $274,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $274,950
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $274,950
-
NORA HANNAH
CHIEF ENGAGEMENT OFFICER BEG 10/23
- Total calculated
- $22,500
- From this org
- $22,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 34 + 6 related
-
JOHN COUTURE
COO
- Total calculated
- $378,631
- From this org
- $325,817
- From related orgs
- $0
- Other
- $52,814
- Hours/week
- 32 + 6 related
Schedule J breakdown matched by us
- Base
- $325,817
- Bonus
- $0
- Other
- $0
- Deferred
- $39,535
- Nontaxable benefits
- $13,279
- Filer's total
- $378,631
-
KIMBERLY THOMPSON
CHIEF EXPERIENCE OFFICER
- Total calculated
- $279,954
- From this org
- $236,752
- From related orgs
- $0
- Other
- $43,202
- Hours/week
- 32 + 6 related
Schedule J breakdown matched by us
- Base
- $236,752
- Bonus
- $0
- Other
- $0
- Deferred
- $32,896
- Nontaxable benefits
- $10,306
- Filer's total
- $279,954
-
WENDY NORMAN
SVP HR G DEVELOPMENT
- Total calculated
- $245,620
- From this org
- $231,836
- From related orgs
- $0
- Other
- $13,784
- Hours/week
- 32 + 6 related
Schedule J breakdown matched by us
- Base
- $231,836
- Bonus
- $0
- Other
- $0
- Deferred
- $6,338
- Nontaxable benefits
- $7,446
- Filer's total
- $245,620
-
KARI DAVIS-CURRY
VP COMMUNITY OPS
- Total calculated
- $180,801
- From this org
- $169,977
- From related orgs
- $0
- Other
- $10,824
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $169,977
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $10,824
- Filer's total
- $180,801
-
KATHLEEN FREDERICK
DIR OF SALES & BUS DEV
- Total calculated
- $183,534
- From this org
- $175,988
- From related orgs
- $0
- Other
- $7,546
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $175,988
- Bonus
- $0
- Other
- $0
- Deferred
- $5,534
- Nontaxable benefits
- $2,012
- Filer's total
- $183,534
-
MICHELLE MARTINEZ
VP COMMUNITY OPS
- Total calculated
- $217,443
- From this org
- $207,131
- From related orgs
- $0
- Other
- $10,312
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $207,131
- Bonus
- $0
- Other
- $0
- Deferred
- $8,363
- Nontaxable benefits
- $1,949
- Filer's total
- $217,443
-
NEAL SMITH
VP OF FACILITIES & CONSTRUCTION MANAGEMENT
- Total calculated
- $213,015
- From this org
- $199,136
- From related orgs
- $0
- Other
- $13,879
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $199,136
- Bonus
- $0
- Other
- $0
- Deferred
- $8,193
- Nontaxable benefits
- $5,686
- Filer's total
- $213,015
The first 25 listed. Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2023
- Revenue
- $21,334,560
- Expenses
- $21,187,144
- Contributions
- $3,914,765
- Grants paid
- $2,076,606
-
2022
- Revenue
- $15,715,924
- Expenses
- $17,210,032
- Contributions
- $4,253,758
- Grants paid
- $2,307,028
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $26,899,475
- Expenses
- $18,234,692
- Assets (EOY)
- $210,112,721
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $23,867,494
- Expenses
- $21,312,524
- Assets (EOY)
- $226,573,617
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2019 · 990
- Revenue
- $20,668,047
- Expenses
- $16,586,339
- Assets (EOY)
- $225,040,423
-
2018 · 990
- Revenue
- $18,707,203
- Expenses
- $33,462,612
- Assets (EOY)
- $322,988,166
-
2016 · 990
- Revenue
- $26,553,406
- Expenses
- $100,813,088
- Assets (EOY)
- $335,642,436
-
2015 · 990
- Revenue
- $18,467,568
- Expenses
- $31,433,984
- Assets (EOY)
- $374,296,371
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$2,307,028
2022 HEALTH CARE FUNDING
-
$2,076,606
2023 HEALTH CARE FUNDING
Grants received
-
$4,253,758
2022 HOSPITAL EXPANSION
-
$3,914,765
2023 HOSPITAL EXPANSION
-
$2,475,140
2024 HOSPITAL EXPANSION
-
$96,258
2023 IMPROVING THE LIVES OF THE PHYSICALLY & MENTALLY CHALLENGED
-
$93,830
2022 IMPROVING THE LIVES OF THE PHYSICALLY & MENTALLY CHALLENGED
-
$63,800
2024 IMPROVING THE LIVES OF THE PHYSICALLY & MENTALLY CHALLENGED
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2023 return
-
501(c)(3) · FUNDRAISING · AZ
-
LA LOMA SENIOR LIVING SERVICES INC
501(c)(3) · SENIOR LIVING · AZ · controlled entity
-
501(c)(3) · SENIOR LIVING · AZ · controlled entity
-
501(c)(3) · SENIOR LIVING · AZ · controlled entity
Declared as related by
-
On its 2024 return
-
LA LOMA SENIOR LIVING SERVICES INC
On its 2024 return
-
On its 2024 return
-
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2023 return
-
ADMIN · AZ · income $8,441,286 · assets $1,739,566
-
COMM. RENT · AZ · income $710,945 · assets $4,618,392
Related corporations and trusts on its 2023 return
-
C Corporation · INVESTMENTS · AZ · 100% owned · share of income $91,363 · share of assets $938,227 · controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility SOUNK.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.