Sun Health Services
- Assets
- $226.6m
- Revenue
- $23.9m
- Investments
- $18.4m
- Employees
- 48
- Location
- Sun City West, AZ
- Founding
- 03/2009
- Data as of
- 06/2021
- EIN
- 26-2957251
Organization Overview
Sun Health Services is located in Sun City West, AZ. The organization was established in 2009. According to its NTEE Classification (E19) the organization is classified as: Support N.E.C., under the broad grouping of Health Care and related organizations. As of 06/2021, Sun Health Services employed 48 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sun Health Services is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Sun Health Services generated $23.9m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.4% each year. All expenses for the organization totaled $21.3m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Sun Health Services has awarded 12 individual grants totaling $116,984,581. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUN HEALTH CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS.
Describe the Organization's Program Activity:
WITH MUCH GENEROSITY COMES MUCH RESPONSIBILITY AND WE TAKE OUR STEWARDSHIP VERY SERIOUSLY. SUN HEALTH PROVIDED $14,971,000 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.
SUN HEALTH IS DEDICATED TO THE THREE PILLARS OF COMMUNITY CARE: HEALTHCARE-DRIVEN FUNDRAISING, RESIDENTIAL COMMUNITIES AND WELLNESS PROGRAMMING. OUR ORGANIZATION IS DRIVEN IN THIS WAY IN ORDER TO REALIZE A HOLISTIC, ALL-ENCOMPASSING PROGRAM OF REVITALIZATION, TRANSFORMATION AND EMPOWERED LIVING. TO THAT END, WE PROVIDE MULTI-LEVELS OF CARE IN THREE UNIQUELY DISTINCT COMMUNITIES: GRANDVIEW TERRACE IN SUN CITY WEST, LA LOMA VIDA IN LITCHFIELD PARK AND THE COLONNADE IN SUN CITY GRAND. SEE SCHEDULE O FOR MORE INFORMATION.
SUN HEALTH PRIDES ITSELF ON THE IMPACTFUL WAYS WE CAN TRANSFORM AND EMPOWER A COMMUNITY'S DESIRE TO LIVE ROBUST, INVIGORATING LIVES. TO LIVE OUR MISSION FULLY IS TO WATCH FUTURE GENERATIONS MAKE EDUCATED CHOICES TODAY THAT WILL USHER IN COMPLETELY NEW HEALTHCARE EXPERIENCES AND DECISION-MAKING. OUR CENTER FOR HEALTH AND WELLBEING IS AT THE FOREFRONT OF THAT CHANGING DYNAMIC. SEE SCHEDULE O FOR MORE INFORMATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joseph E La Rue President & CEO | OfficerTrustee | 32 | $468,999 |
Sharon Grambow CFO | Officer | 8 | $376,813 |
Jennifer Drago VP Business Development | Officer | 40 | $307,698 |
Tahlya Visintainer Chief Operating Officer | Officer | 8 | $263,000 |
Bhakti Gosalia VP Of Operations | 32 | $259,915 | |
Vince Benbenek Chief Marketing Officer | Officer | 8 | $204,834 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Plante Moran Pllc Audit And Tax | 6/29/21 | $205,763 |
Rox Media Llc Marketing | 6/29/21 | $219,651 |
Zion And Zion Llc Marketing | 6/29/21 | $1,083,749 |
Charles Williams Consulting | 6/29/21 | $137,446 |
It Data Solutions It Service | 6/29/21 | $204,439 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $4,911,316 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $105,307 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,016,623 |
| Total Program Service Revenue | $5,493,549 |
| Investment income | $1,053,345 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $704,336 |
| Net Gain/Loss on Asset Sales | $11,349,825 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $23,867,494 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,401,643 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,827,597 |
| Compensation of current officers, directors, key employees. | $1,531,161 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,745,066 |
| Pension plan accruals and contributions | $3,976,962 |
| Other employee benefits | $617,931 |
| Payroll taxes | $522,279 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $186,177 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,599,085 |
| Advertising and promotion | $231,872 |
| Office expenses | $671,478 |
| Information technology | $165,504 |
| Royalties | $0 |
| Occupancy | $612,455 |
| Travel | $16,120 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $31,949 |
| Interest | $1,972,011 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,317,953 |
| Insurance | $219,233 |
| All other expenses | $0 |
| Total functional expenses | $21,312,524 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,320,972 |
| Savings and temporary cash investments | $2,240,349 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $457,473 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $6,252,537 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $58,872 |
| Net Land, buildings, and equipment | $33,571,817 |
| Investments—publicly traded securities | $158,073,033 |
| Investments—other securities | $18,364,331 |
| Investments—program-related | $0 |
| Intangible assets | $142,134 |
| Other assets | $5,092,099 |
| Total assets | $226,573,617 |
| Accounts payable and accrued expenses | $3,640,462 |
| Grants payable | $0 |
| Deferred revenue | $17,041,491 |
| Tax-exempt bond liabilities | $23,128,845 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $332,554 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $53,199,048 |
| Total liabilities | $97,342,400 |
| Net assets without donor restrictions | $118,605,726 |
| Net assets with donor restrictions | $10,625,491 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $226,573,617 |
Grants Awarded
Over the last fiscal year, Sun Health Services has awarded $2,191,435 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
Sun City West, AZ PURPOSE: HEALTH CARE FUNDING | $1,701,435 |
Phoenix, AZ PURPOSE: HEALTH CARE FUNDING | $346,000 |
Sun City West, AZ PURPOSE: HEALTH CARE FUNDING | $144,000 |
Sun City West, AZ PURPOSE: ASSET RETIREMENT OBLIGATION | $0 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Sun Health Services has recieved totaling $60,830.
| Awarding Organization | Amount |
|---|---|
Thunderbirds Charities Phoenix, AZ PURPOSE: IMPROVING THE LIVES OF THE PHYSICALLY & MENTALLY CHALLENGED | $60,830 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Wellnessworx Inc Oxnard, CA | $109,819 | $38,223,719 |
Loma Linda University Health Loma Linda, CA | $16,970,840 | $32,964,289 |
Healthinsight Management Corp Group Filing Salt Lake City, UT | $8,178,076 | $32,975,372 |
Sun Health Services Sun City West, AZ | $226,573,617 | $23,867,494 |
Nextfifty Initiative Denver, CO | $264,860,664 | $19,564,011 |
Sequoia Hospital Foundation Redwood City Ca, CA | $24,695,467 | $5,009,692 |
Keiro Services Los Angeles, CA | $85,934,408 | $1,046,146 |
Creighton University Arizona Health Education Alliance Phoenix, AZ | $1,380,752 | $3,660,850 |
California Medical Association Properties Inc Sacramento, CA | $31,213,733 | $2,769,085 |
Dhha Omc Qalicb Inc Denver, CO | $20,932,285 | $2,388,531 |
Covenant Health Network Phoenix, AZ | $1,059,787 | $3,272,102 |
Community Outreach And Patient Empowerment Inc Gallup, NM | $3,855,730 | $4,650,355 |