SUN HEALTH FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Phone

6234719550

Tax Period

2024-07-01 to 2025-06-30

SUN HEALTH FOUNDATION, founded in 1971, is a community nonprofit in the Health Care sector that reported $9.2M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 39% operating margin.

Mission

SUN HEALTH FOUNDATION IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE AND PROVIDES SUPPORT TO THE COMMUNITY AT LARGE THROUGH SCHOLARSHIPS AND FREE HEALTH PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $3,675,498 Revenue: $633,399

IN PARTNERSHIP WITH GENEROUS DONORS, SUN HEALTH FOUNDATION PROVIDED $4,721,871 IN PHILANTHROPIC SUPPORT TO BANNER BOSWELL MEDICAL CENTER (A NATIONALLY RECOGNIZED 410-BED ACUTE CARE HOSPITAL), BANNER DEL E WEBB MEDICAL CENTER (A 321-BED NATIONALLY RECOGNIZED ACUTE CARE HOSPITAL), BANNER SUN HEALTH RESEARCH INSTITUTE WITH RESEARCH FOCUS ON DISEASES OF THE AGING, AND OTHER COMMUNITY HEALTH INITIATIVES INCLUDING NURSING EDUCATION, BANNER OLIVE BRANCH SENIOR CENTER, LA LOMA CARE CENTER, FREEDOM PLAZA, GRANDVIEW TERRACE CARE CENTER, GRANDVIEW TERRACE MEMORY SUPPORT SUITES, THE CENTER FOR HEALTH AND WELLBEING, CARE TRANSITIONS PROGRAM AND COMMUNITY EDUCATION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,730,562

Program Service Revenue $3,195

Investment Income $838,103

Other Revenue $618,844

TOTAL REVENUE $9,190,704

Expense Breakdown

Grants Paid $2,854,763

Salaries & Benefits $1,195,977

Fundraising Expenses $683,939

Program Expenses $3,675,498

Other Expenses $1,588,604

TOTAL EXPENSES $5,639,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,190,704	$7,316,362	+0.3%
Expenses	$5,639,344	$7,566,029	-0.3%
Net Income	$3,551,360	$-249,667	-15.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

127

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$961,112

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL ESPARZA	SECRETARY	0.5	Officer Director	$0	$0	$0
GREG GILSTRAP	VICE CHAIR	0.5	Officer Director	$0	$0	$0
LARRY VERING	TREASURER	4.0	Officer Director	$0	$0	$0
SHARON ORLOPP	CHAIR	0.5	Officer Director	$0	$0	$0
ALISON MCGONAGLE	DIRECTOR	0.5	Director	$0	$0	$0
DEBORAH DAMERY LAZEAR	DIRECTOR	0.5	Director	$0	$0	$0
IRENE KOVALA EDD	DIRECTOR, EX-OFFICIO, SHS	0.5	Director	$0	$0	$0
JANE CEASOR	DIRECTOR	0.5	Director	$0	$0	$0
JESSE YOUNG	DIRECTOR	0.5	Director	$0	$0	$0
JOAN SMITH	IMMEDIATE PAST CHAIR	0.5	Director	$0	$0	$0
LEW LANCASTER	DIRECTOR	0.5	Director	$0	$0	$0
MARY CAVANAUGH-MARSH	DIRECTOR	0.5	Director	$0	$0	$0
MICHAEL BARNES	DIRECTOR	0.5	Director	$0	$0	$0
NEAL HASKELL	DIRECTOR, EX-OFFICIO, SHS	0.5	Director	$0	$0	$0
ROSLYN BECKWITH	DIRECTOR	0.5	Director	$0	$0	$0
SANDRA SOLOMON	DIRECTOR	0.5	Director	$0	$0	$0
SANDY STEPHENSON	DIRECTOR	0.5	Director	$0	$0	$0
SHIRLEY FRIZELL	DIRECTOR	0.5	Director	$0	$0	$0
STAN HOLM	DIRECTOR	0.5	Director	$0	$0	$0
TERRY SMITH	DIRECTOR	0.5	Director	$0	$0	$0
AMY RUNGE	CFO	2.0	Officer	$0	$39,489	$363,455
JOSEPH E LA RUE	PRESIDENT	2.0	Officer	$0	$25,146	$597,657
GINA ORE	FORMER CHIEF PHILANTHROPY OFFICER	0.0		$0	$0	$110,780

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$9,190,704	$5,639,344	$41,125,584	$3,551,360
2024	$7,316,362	$7,566,029	$36,144,513	$-249,667
2023	$7,064,289	$8,309,236	$35,386,070	$-1,244,947
2022	$6,256,051	$7,394,649	$38,132,191	$-1,138,598
2021	$7,692,199	$8,775,326	$45,205,906	$-1,083,127
2020	$9,339,372	$15,228,641	$41,548,364	$-5,889,269
2019	$10,755,954	$8,732,302	$50,079,000	$2,023,652