SUN HEALTH SERVICES

EIN: 262957251 501(c)(3) Health Care

SUN CITY WEST, AZ

Total Revenue
$15,715,924
Total Expenses
$17,210,032
Total Assets
$215,374,768
Net Assets
$116,473,050
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
AZ
Principal Officer
JOSEPH E LA RUE
Phone
6238325353
Tax Period
2022-07-01 to 2023-06-30

SUN HEALTH SERVICES, founded in 2008, is a mid-sized nonprofit in the Health Care sector that reported $15.7M in total revenue in fiscal year 2022. Revenue fell 42% from the prior year — a significant decline worth monitoring. Net assets of $116.5M represent 89 months of operating reserves.

Mission

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.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $4,253,758
Program Service Revenue $5,535,021
Investment Income $4,615,936
Other Revenue $1,311,209
TOTAL REVENUE $15,715,924

Expense Breakdown

Grants Paid $2,307,028
Salaries & Benefits $7,307,637
Fundraising Expenses $0
Program Expenses $13,631,849
Other Expenses $7,595,367
TOTAL EXPENSES $17,210,032

Year-over-Year Comparison

2022 2021 Change
Revenue $15,715,924 $26,899,475 -0.4%
Expenses $17,210,032 $18,234,692 -0.1%
Net Income $-1,494,108 $8,664,783 -1.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
39
Volunteers
14

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
8
$980,031
Total Directors
15
$493,202
Key Employees
3
$697,686
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH E LA RUE PRESIDENT & CEO 32.0
Officer Director
$401,589 $91,613 $493,202
SHARON GRAMBOW CFO END 3/23 8.0
Officer
$328,675 $23,112 $351,787
TAHLYA VISINTAINER COO END 8/22 8.0
Key Emp
$311,551 $14,819 $326,370
CARLA WRIGHT SENIOR VP OF FINANCE END 3/23 32.0
Highest
$187,177 $15,274 $202,451
VINCE BENBENEK CHIEF MARKETING OFF. END 10/22 8.0
Key Emp
$176,786 $19,600 $196,386
PAUL VANDERVEEN VP RE PLN & DVLPMT END 12/22 32.0
Highest
$163,336 $12,279 $175,615
WENDY LABADIE SVP HR & ORG DEVELOPMENT 32.0
Key Emp
$167,734 $7,196 $174,930
CHARLES KERBY EXECUTIVE DIRECTOR END 5/23 32.0
Highest
$157,961 $15,277 $173,238
BARBARA MASON VP HOME & COMMUNITY SERVICES 32.0
Highest
$153,809 $16,781 $170,590
DONALD FRIDAY VP OF IT END 5/23 32.0
Highest
$153,792 $14,114 $167,906
JENNIFER DRAGO CSO END 7/22 40.0
Officer
$133,518 $1,524 $135,042
PATRICIA LEWIS FINNELL CHAIR 2.0
Officer Director
$0 $0 $0
LEW LANCASTER TREASURER 2.0
Officer Director
$0 $0 $0
HERMAN L ORCUTT DIRECTOR 2.0
Director
$0 $0 $0
L BIRT KELLAM DIRECTOR 2.0
Director
$0 $0 $0
IRENE KOVALA EDD VICE CHAIR 2.0
Officer Director
$0 $0 $0
RANDY MCGRANE DIRECTOR 2.0
Director
$0 $0 $0
ROGER GIMBY SECRETARY 2.0
Officer Director
$0 $0 $0
RONALD J SYMIC DIRECTOR 2.0
Director
$0 $0 $0
MICHAEL BARNES DIRECTOR, EX-OFFICIO, SHF 2.0
Director
$0 $0 $0
JOAN SMITH DIRECTOR, EX-OFFICIO, SHF 2.0
Director
$0 $0 $0
NEAL HASKELL DIRECTOR 2.0
Director
$0 $0 $0
GARY MARRER DIRECTOR 2.0
Director
$0 $0 $0
REV LOWELL NELSON DIRECTOR BEG 12/22 2.0
Director
$0 $0 $0
GERALD SOLOMON DIRECTOR 2.0
Director
$0 $0 $0
AMY RUNGE CFO BEG 3/23 8.0
Officer
$0 $0 $0
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 No data No data No data No data
2024 No data No data No data No data
2023 $15,715,924 $17,210,032 $215,374,768 $-1,494,108
2022 $26,899,475 $18,234,692 $210,112,721 $8,664,783
2021 $23,867,494 $21,312,524 $226,573,617 $2,554,970
2020 $20,668,047 $16,586,339 $225,040,423 $4,081,708
2019 $18,707,203 $33,462,612 $322,988,166 $-14,755,409
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