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Sun Health Services

Foundation · Grantmaker Sun City West, AZ EIN: 26-2957251 Website

SUN HEALTH CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS.

Key facts about Sun Health Services

EIN
26-2957251
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$2,076,606
Grants made (2024)
1
Average grant
$2,076,606
Median grant
$2,076,606
Total assets
$219,457,491
Primary geography
Arizona (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How Sun Health Services gives

  • Giving held roughly steady from 2021 to 2024 (−14%). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Sun Health Services

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$219.5M

+1.9% YoY

Annual Giving

$2.1M

-10.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$2.1M

-10.0% YoY

About Sun Health Services

Based on IRS filings

Sun Health Services is a nonprofit organization focused on Health, based in Sun City West, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $219.5M in total assets. In 2024, it awarded 1 grant totaling $2.1M. Net investment income was $7.2M.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2024 grant dollars.

States

Cities

Surprise

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7M$15M$22M$30M20202021202220232024
Metric202420232022
Total Assets$219,457,491$215,374,768$210,112,721
Revenue$21,334,560$15,715,924$26,899,475
Expenses$21,187,144$17,210,032$18,234,692
Qualifying Distributions———
Net Investment Income$7,191,379$4,615,936$14,448,473
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$600K$1M$2M$2M1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Sun Health Foundation: $2.1MSun Health Foundation$2.1M

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Sun Health Foundation ($2,076,606).

RecipientPurposeAmount
SUN HEALTH FOUNDATION Surprise, AZHEALTH CARE FUNDING$2,076,606

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Joseph E La Rue — President & CEO: $670KJoseph E La RuePresident & CEO$670KJohn Couture — COO: $326KJohn CoutureCOO$326KAmy Runge — CFO: $275KAmy RungeCFO$275KKimberly Thompson — Chief Experience Officer: $237KKimberly ThompsonChief Experience Officer$237KWendy Norman — SVP HR G Development: $232KWendy NormanSVP HR G Development$232KMichelle Martinez — VP Community Ops: $207KMichelle MartinezVP Community Ops$207KNeal Smith — VP of Facilities & Construction Management: $199KNeal SmithVP of Facilities & Construction…$199KKathleen Frederick — Dir of Sales & Bus Dev: $176KKathleen FrederickDir of Sales & Bus Dev$176KKari Davis-Curry — VP Community Ops: $170KKari Davis-CurryVP Community Ops$170KYunxiang Li — VP of Accounting & Financial Reporting: $158KYunxiang LiVP of Accounting & Financial…$158KTahlya Visintainer — Former COO: $158KTahlya VisintainerFormer COO$158KSharon Grambow — Former CFO: $113KSharon GrambowFormer CFO$113KNora Hannah — Chief Engagement Officer Beg 10/23: $23KNora HannahChief Engagement Officer Beg…$23K

From 2024 IRS filing

NameTitleHoursCompensation
Irene Kovala EddVice Chair End/Chair Beg 09/232—
Joseph E La RuePresident & CEO32$669,661
Lew LancasterTreasurer2—
Neal HaskellDirector; Vice Chair Beg 09/232—
Patricia Lewis FinnellChair End 09/232—
Roger GimbySecretary2—
Gary MarrerDirector2—
Gerald SolomonDirector2—
Herman L OrcuttDirector2—
Joan SmithDirector, Ex-Officio, SHF2—
L Birt KellamDirector End 10/232—
Mark ReifsteckDirector Beg 09/232—
Michael BarnesDirector, Vice Chair Beg 09/23, SHF2—
Randy McGraneDirector End 02/242—
Rev Lowell NelsonDirector End 03/242—
Ronald J SymicDirector2—
Amy RungeCFO32$274,950
Nora HannahChief Engagement Officer Beg 10/2334$22,500
John CoutureCOO32$325,817
Kimberly ThompsonChief Experience Officer32$236,752
Wendy NormanSVP HR G Development32$231,836
Kari Davis-CurryVP Community Ops34$169,977
Kathleen FrederickDir of Sales & Bus Dev34$175,988
Michelle MartinezVP Community Ops34$207,131
Neal SmithVP of Facilities & Construction Management34$199,136
Yunxiang LiVP of Accounting & Financial Reporting34$158,254
Sharon GrambowFormer CFO32$113,217
Tahlya VisintainerFormer COO32$158,246

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Sun Health Services?

Sun Health Services is a nonprofit organization focused on Health, based in Sun City West, AZ. It holds $219.5M in total assets as of 2024.

How large is Sun Health Services?

As of 2024, Sun Health Services holds $219.5M in total assets with $21.3M in annual revenue. It awarded 1 grant totaling $2.1M in 2024.

Where does Sun Health Services operate?

Sun Health Services has awarded grants in Arizona.

What size grants does Sun Health Services award?

In 2024, Sun Health Services awarded 1 grant totaling $2.1M — an average of about $2.1M per grant, based on its IRS Form 990 filings.

What is Sun Health Services's EIN?

Sun Health Services's EIN (Employer Identification Number) is 26-2957251. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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