SUN HEALTH GRANDVIEW TERRACE

EIN: 832576991 501(c)(3) Housing & Shelter

SUN CITY WEST, AZ

Total Revenue
$34,822,906
Total Expenses
$35,795,773
Total Assets
$70,255,429
Net Assets
$-25,311,496
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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
2018
Legal Domicile
AZ
Phone
6239758100
Tax Period
2024-07-01 to 2025-06-30

SUN HEALTH GRANDVIEW TERRACE, founded in 2018, is a mid-sized nonprofit in the Housing & Shelter sector that reported $34.8M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

GRANDVIEW TERRACE BRINGS NEW MEANING TO ALL-INCLUSIVE INDEPENDENT LIVING THAT COMBINES AMENITIES, CONVENIENCE, WELLNESS, AND EMPOWERED LIVING.

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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 (2024)

Revenue Breakdown

Contributions & Grants $10,275
Program Service Revenue $34,663,965
Investment Income $148,666
Other Revenue $0
TOTAL REVENUE $34,822,906

Expense Breakdown

Grants Paid $0
Salaries & Benefits $15,446,209
Fundraising Expenses $0
Program Expenses $27,246,279
Other Expenses $20,349,564
TOTAL EXPENSES $35,795,773

Year-over-Year Comparison

2024 2023 Change
Revenue $34,822,906 $31,336,175 +0.1%
Expenses $35,795,773 $33,661,655 +0.1%
Net Income $-972,867 $-2,325,480 -0.6%
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

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Governance

Voting Members
13
Independent Members
13
Employees
387
Volunteers
15

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
6
$961,112
Total Directors
13
$0
Key Employees
4
$1,376,630
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
IRENE KOVALA EDD CHAIR 1.0
Officer Director
$0 $0 $0
LEW LANCASTER TREASURER 1.0
Officer Director
$0 $0 $0
MARK REIFSTECK SECRETARY 1.0
Officer Director
$0 $0 $0
NEAL HASKELL VICE CHAIR 1.0
Officer Director
$0 $0 $0
GARY MARRER DIRECTOR 0.5
Director
$0 $0 $0
GERALD SOLOMON DIRECTOR 0.5
Director
$0 $0 $0
GREG GILSTRAP DIRECTOR, EX-OFFICIO, SHF 0.5
Director
$0 $0 $0
HERMAN L ORCUTT DIRECTOR 0.5
Director
$0 $0 $0
MARY CAVANAUGH-MARSH DIRECTOR 0.5
Director
$0 $0 $0
REY RIVERA DIRECTOR 0.5
Director
$0 $0 $0
RONALD J SYMIC DIRECTOR 0.5
Director
$0 $0 $0
SHARON ORLOPP DIRECTOR, EX-OFFICIO, SHF 0.5
Director
$0 $0 $0
SINTRA HOFFMAN DIRECTOR 0.5
Director
$0 $0 $0
AMY RUNGE CFO 2.0
Officer
$0 $39,489 $363,455
JOSEPH E LA RUE PRESIDENT & CEO 2.0
Officer
$0 $25,146 $597,657
JOHN COUTURE COO 2.0
Key Emp
$0 $59,108 $435,317
KIMBERLY THOMPSON CHIEF EXPERIENCE OFFICER 2.0
Key Emp
$0 $58,289 $477,989
NORA HANNAH CHIEF ENGAGEMENT OFFICER 2.0
Key Emp
$0 $28,309 $243,700
WENDY NORMAN SVP HR G DEVELOPMENT 2.0
Key Emp
$0 $16,744 $219,624
EUGENE RAWLS VICE PRESIDENT OF PROGRAM MANAGEMENT 2.0
Highest
$0 $14,812 $222,190
MEGAN WORD VICE PRESIDENT OF MARKETING AND COMMUNICATIONS 2.0
Highest
$0 $22,359 $205,746
MICHELLE MARTINEZ VP COMMUNITY OPS 2.0
Highest
$0 $11,268 $248,640
NEAL SMITH VP OF FACILITIES & CONSTRUCTION MANAGEMENT 2.0
Highest
$0 $140 $198,189
SUZY PEEL VICE PRESIDENT REAL ESTATE PLANNING AND DEVELOPMENT 2.0
Highest
$0 $23,568 $219,604
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 $34,822,906 $35,795,773 $70,255,429 $-972,867
2024 No data No data No data No data
2023 $27,674,693 $29,458,558 $73,389,280 $-1,783,865
2022 $23,664,783 $25,661,473 $74,923,534 $-1,996,690
2021 $22,129,661 $22,442,476 $76,777,637 $-312,815
2020 $23,188,169 $22,493,204 $62,483,785 $694,965
2019 $11,129,750 $11,818,035 $60,578,612 $-688,285
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