Sun Health Services
- Assets
- $215.4m
- Revenue
- $15.7m
- Investments
- $17.0m
- Employees
- 39
- Location
- Sun City West, AZ
- Founding
- 03/2009
- Data as of
- 06/2023
- 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 06/2023, Sun Health Services employed 39 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 06/2023, Sun Health Services generated $15.7m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.3%) each year. All expenses for the organization totaled $17.2m during the year ending 06/2023. As we would expect to see with falling revenues, expenses have declined by (8.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Sun Health Services has awarded 15 individual grants totaling $201,914,002. 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
2023
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
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.
WITH MUCH GENEROSITY COMES MUCH RESPONSIBILITY AND WE TAKE OUR STEWARDSHIP VERY SERIOUSLY. SUN HEALTH PROVIDED $4,765,560 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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joseph E La Rue President & CEO | OfficerTrustee | 32 | $401,589 |
Sharon Grambow CFO End 3/23 | Officer | 8 | $328,675 |
Tahlya Visintainer COO End 8/22 | Officer | 8 | $311,551 |
Carla Wright Senior VP Of Finance End 3/23 | 32 | $187,177 | |
Vince Benbenek Chief Marketing Off. End 10/22 | Officer | 8 | $176,786 |
Paul Vanderveen VP Re Pln & Dvlpmt End 12/22 | 32 | $163,336 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Zion And Zion Llc Marketing | 6/29/23 | $1,890,581 |
Lockton Insurance Brokers Llc Insurance | 6/29/23 | $555,841 |
Plante Moran Living Forward Senior Living Svcs | 6/29/23 | $261,225 |
It Data Solutions Info Techecnology | 6/29/23 | $384,813 |
Outdoor Systems Management Llc Maintenance | 6/29/23 | $296,440 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $4,253,758 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,253,758 |
| Total Program Service Revenue | $5,535,021 |
| Investment income | $2,652,002 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $718,158 |
| Net Gain/Loss on Asset Sales | $1,963,934 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $15,715,924 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,307,028 |
| 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. | $1,677,717 |
| Compensation of current officers, directors, key employees. | $1,311,807 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,465,656 |
| Pension plan accruals and contributions | $121,956 |
| Other employee benefits | $609,712 |
| Payroll taxes | $432,596 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $7,180 |
| Fees for services: Accounting | $129,378 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,776,375 |
| Advertising and promotion | $170,838 |
| Office expenses | $875,387 |
| Information technology | $457,399 |
| Royalties | $0 |
| Occupancy | $695,813 |
| Travel | $63,456 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $94,714 |
| Interest | $1,865,065 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $966,191 |
| Insurance | $298,932 |
| All other expenses | $0 |
| Total functional expenses | $17,210,032 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,674,252 |
| Savings and temporary cash investments | $3,090,243 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $206,619 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $25,236,141 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $16,916 |
| Net Land, buildings, and equipment | $32,641,471 |
| Investments—publicly traded securities | $133,732,727 |
| Investments—other securities | $16,973,031 |
| Investments—program-related | $0 |
| Intangible assets | $108,783 |
| Other assets | $1,694,585 |
| Total assets | $215,374,768 |
| Accounts payable and accrued expenses | $2,259,431 |
| Grants payable | $0 |
| Deferred revenue | $16,138,072 |
| Tax-exempt bond liabilities | $21,713,187 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $21,380,355 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $37,410,673 |
| Total liabilities | $98,901,718 |
| Net assets without donor restrictions | $105,847,559 |
| 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 | $215,374,768 |
Grants Awarded
Over the last fiscal year, Sun Health Services has awarded $2,191,435 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
BANNER HEALTH PURPOSE: HEALTH CARE FUNDING | $346,000 |
SUN HEALTH FOUNDATION PURPOSE: HEALTH CARE FUNDING | $1,701,435 |
SUN HEALTH COLONNADE PURPOSE: HEALTH CARE FUNDING | $144,000 |
LA LOMA SENIOR LIVING SERVICES INC PURPOSE: ASSET RETIREMENT OBLIGATION | $0 |