Sun Health Services logo

Sun Health Services

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

Sun health champions superior health and wellbeing through philanthropy, inspired living and wellness programs.

Sun Health Services at a glance

In short: Sun Health Services gave $6.8M across 2 grants in 2025 (avg $3.4M), mostly in Florida. Source: 2025 IRS Form 990.

Annual giving (2025)
$6,792,124
+227.1% vs 2024
Grants made (2025)
2
+100.0% vs 2024
Average grant
$3,396,062
+63.5% vs 2024
Median grant
$3,396,062
Total assets
$304,477,865
+38.7% vs 2024
Primary geography
Florida (74% of itemized 2025 grant dollars)
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who Sun Health Services funds

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

The Roskamp Institute Inc: $5.0MThe Roskamp Institute Inc$5.0MSun Health Foundation: $1.8MSun Health Foundation$1.8M

The largest 2025 recipient was The Roskamp Institute Inc ($5.0M). Together the top 2 received $6.8M.

Grant Size Distribution

6 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M5$1–5M1$5M+

The most common grant size was in the $1–5M range: 5 grants of 6 (83%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

SurpriseSarasota

How Sun Health Services gives

  • Giving grew 197% from 2022 to 2025. Method

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

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $2.1M (2024) to $6.8M (2025). In 2025 it made 2 grants totaling $6.8M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Roskamp Institute Inc Sarasota, FLHealth Care Funding$5,000,000
Sun Health Foundation Surprise, AZHealth Care Funding$1,792,124
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$304,477,865$46,581,241$45,691,432$6,792,1242$9,368,395
2024$219,457,491$21,334,560$21,187,144$2,076,6061$7,191,379
2023$215,374,768$15,715,924$17,210,032$2,307,0281$4,615,936
2022$210,112,721$26,899,475$18,234,692$2,284,0361$14,448,473
2021$226,573,617$23,867,494$21,312,524$2,401,6431$12,403,170
2020$225,040,423$20,668,047$16,586,339$2,390,0001$2,664,446

About Sun Health Services

Based on IRS filings

Sun Health Services is a public charity focused on Health, based in Sun City West, AZ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $304.5M in total assets. In 2025, it awarded 2 grants totaling $6.8M. Net investment income was $9.4M.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

Sun Health Services is led by Joseph E. La Rue, President & CEO since 2021 (on filings since 2020); 11 of 24 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Joseph E. La Rue

    President & CEO

    President, CEO Shs & Shf → President & CEO, 2021

    On filings since 2020

    32 hrs/week

    $469K (2021) → $573K (2025)

  • Irene Kovala EdD

    Chair

    Director → Vice Chair, 2022

    Vice Chair → Chair, 2025

    On filings since 2020

    3 hrs/week

    No compensation reported

  • Gerald S. Solomon

    Director

    Chairman → Chair, 2021

    Chair → Director, 2022

    On filings since 2020

    1.5 hrs/week

    No compensation reported

  • Herman L. Orcutt

    Director

    On filings since 2020

    1.5 hrs/week

    No compensation reported

  • Ronald J. Symic

    Director

    On filings since 2020

    1.5 hrs/week

    No compensation reported

  • Gary Marrer

    Director

    On filings since 2023

    1.5 hrs/week

    No compensation reported

  • Greg Gilstrap

    Director, Ex-Officio & Shf

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Mary Cavanaugh-Marsh

    Director

    New on the 2025 filing

    1.5 hrs/week

    No compensation reported

  • Rey Rivera

    Director

    New on the 2025 filing

    1.5 hrs/week

    No compensation reported

  • Sharon Orlopp

    Director, Ex-Officio & Shf

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Sintra Hoffman

    Director

    New on the 2025 filing

    1.5 hrs/week

    No compensation reported

  • Amy Runge

    CFO

    On filings since 2023

    32 hrs/week

    $275K (2024) → $324K (2025)

  • John Couture

    COO

    On filings since 2024

    32 hrs/week

    $326K (2024) → $376K (2025)

  • Kimberly Thompson

    Chief Experience Officer

    On filings since 2024

    32 hrs/week

    $237K (2024) → $420K (2025)

  • Michelle Martinez

    Vice President Community Ops

    On filings since 2024

    34 hrs/week

    $207K (2024) → $237K (2025)

  • Neal Smith

    Vice President of Facilities & Construction Management

    On filings since 2024

    34 hrs/week

    $199K (2024) → $198K (2025)

  • Nora Hannah

    Chief Engagement Officer

    On filings since 2024

    34 hrs/week

    $23K (2024) → $215K (2025)

  • Wendy Norman

    Senior Vice President Hr G Development

    On filings since 2024

    32 hrs/week

    $232K (2024) → $203K (2025)

  • Eugene Rawls

    Vice President of Program Management

    New on the 2025 filing

    34 hrs/week

    $207K (2025)

  • Megan Word

    Vice President of Marketing & Communications

    New on the 2025 filing

    34 hrs/week

    $183K (2025)

  • Suzy Peel

    Vice President Real Estate Planning & Development

    New on the 2025 filing

    34 hrs/week

    $196K (2025)

  • Lew Lancaster

    Treasurer

    On filings since 2020

    3 hrs/week

    No compensation reported

  • Neal Haskell

    Vice Chair

    Director → Director & Vice Chair, 2024

    Director & Vice Chair → Vice Chair, 2025

    On filings since 2023

    3 hrs/week

    No compensation reported

  • Mark Reifsteck

    Secretary

    Director → Secretary, 2025

    On filings since 2024

    3 hrs/week

    No compensation reported

Former officers (36)
  • Former: Kari Davis-Curry (2020–2024) — Vice President Community Ops
  • Former: L. Birt Kellam (2020–2024) — Director
  • Former: Patricia Lewis Finnell (2020–2024) — Chair
  • Former: Randy McGrane (2020–2024) — Director
  • Former: Sharon Grambow (2020–2024) — Former CFO
  • Former: Tahlya Visintainer (2020–2024) — Former COO
  • Former: Roger Gimby (2021–2024) — Secretary
  • Former: Joan Smith (2022–2024) — Director, Ex-Officio & Shf
  • Former: Lowell Nelson (2023–2024) — Director
  • Former: Michael Barnes (2023–2024) — Director & Vice Chair
  • Former: Kathleen Frederick (2024) — Director of Sales & Bus Development
  • Former: Yunxiang Li (2024) — Vice President of Accounting & Financial Reporting
  • Former: Barbara Mason (2020–2023) — Vice President Home & Community Services
  • Former: Jennifer Drago (2020–2023) — Cso
  • Former: Charles Kerby (2021–2023) — Executive Director
  • Former: Vince Benbenek (2021–2023) — Chief Marketing Officer
  • Former: Wendy Labadie (2022–2023) — Senior Vice President Hr & Org Development
  • Former: Carla Wright (2023) — Senior Vice President of Finance
  • Former: Donald Friday (2023) — Vice President of It
  • Former: Paul Vanderveen (2023) — Vice President Re Pln & Dvlpmt
  • Former: Bhakti Gosalia (2020–2022) — Vice President of Operations
  • Former: Jonathan G. Howard (2020–2022) — Director
  • Former: Patricia Rourke (2020–2022) — Secretary
  • Former: Todd Hornback (2020–2022) — Ex-Officio & Shf Chair
  • Former: Todd Canterbury (2021–2022) — Director
  • Former: Dean L. Strycker MD (2020–2021) — Secretary
  • Former: Joel E. Bathelemy (2020–2021) — Director
  • Former: Richard V. Livengood (2020–2021) — Director
  • Former: Gary Egan (2021) — Vice President of Finance
  • Former: Kari Davis Curry (2021) — Executive Director
  • Former: Wendy Pardonche (2021) — Senior Vice President Hr & Org Development
  • Former: Dan Minnix (2020) — Director
  • Former: Donato Liguori (2020) — Executive Director Senior Living Shs
  • Former: John Tyler (2020) — Finance Senior Manager Shs
  • Former: Ronald Guziak (2020) — Former CEO Shs
  • Former: William Sellner (2020) — Former CFO

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Joseph E La Rue — President & CEO: $573KJoseph E La RuePresident & CEO$573KKimberly Thompson — Chief Experience Officer: $420KKimberly ThompsonChief Experience Officer$420KJohn Couture — COO: $376KJohn CoutureCOO$376KAmy Runge — CFO: $324KAmy RungeCFO$324KMichelle Martinez — VP Community Ops: $237KMichelle MartinezVP Community Ops$237KNora Hannah — Chief Engagement Officer: $215KNora HannahChief Engagement Officer$215KEugene Rawls — Vice President of Program Management: $207KEugene RawlsVice President of Program…$207KWendy Norman — SVP HR G Development: $203KWendy NormanSVP HR G Development$203KNeal Smith — VP of Facilities & Construction Management: $198KNeal SmithVP of Facilities & Construction…$198KSuzy Peel — Vice President Real Estate Planning and Development: $196KSuzy PeelVice President Real Estate…$196KMegan Word — Vice President of Marketing and Communications: $183KMegan WordVice President of Marketing and…$183K

The highest reported compensation on the 2025 filing was $573K, to Joseph E La Rue (President & CEO). 11 officers or directors reported compensation on that filing.

Frequently asked questions about Sun Health Services

How much does Sun Health Services give each year?

Sun Health Services gave $6.8M across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $2.1M across 1 grant.

How large is Sun Health Services?

Sun Health Services reported $304.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $46.6M.

What is Sun Health Services?

Sun Health Services is a public charity focused on Health, based in Sun City West, AZ. It holds $304.5M in total assets as of 2025.

Where does Sun Health Services operate?

Sun Health Services has awarded grants in Arizona, Florida.

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 2020–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS May 17, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS March 26, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS May 2, 2025)
  6. Added Form 990 for fiscal year 2025 (received by the IRS April 27, 2026)
  7. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Sun Health Services's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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