Charity Impact Media

Home › Health care

Sun Health Services

Sun City West, AZ · EIN 26-2957251 · 501(c)(3) · Supporting organization (509(a)(3))
Latest filing: Form 990 for the fiscal year ending June 30, 2025 (tax year 2024) · View the filing · Correct or respond

Sun Health Services reported $46.6 million in revenue and $45.7 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $78.58 went to program services, $21.42 to management and general costs and $0.00 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 65.2% of the total. The highest compensation it reported for one person was $597,657 (PRESIDENT & CEO). 62 people received more than $100,000 in reportable compensation. Revenue rose 125% between FY2020 and FY2025. Source: Form 990, FY2025.

Where $100 of spending went

The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $46M

For context, the median across 5,634 covered health care charities: $86.19 programs, $13.81 management, $0.00 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $47M

The 990 scorecard · same measures for every charity, no grades

FY2025 filing. Median across 5,634 covered charities in this category, from their latest filings.
MeasureFY2025Median
Program services
Part IX 25(B) ÷ 25(A)
78.6%85.6%
Management & general
Part IX 25(C) ÷ 25(A)
21.4%13.7%
Fundraising
Part IX 25(D) ÷ 25(A)
0.0%0.0%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.00$0.00
Contributions & grants share of revenue
Part VIII 1h ÷ 12
5.3%1.3%
Government grants share of revenue
Part VIII 1e ÷ 12
0.0%0.1%
Program service revenue share
Part VIII 2g ÷ 12
65.2%93.7%
Highest reported compensation
Part VII-A, columns D–F
$597,657$975,831
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
1.31%1.34%
People paid over $100,000
Part VII, line 2
6227
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
31.56.6
Independent voting board members
Part VI 1a–1b
13 of 1388.9%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

FY2025 · Form 990, Part III · the three largest programs by expense
$17M expenses · 46.7% of program spending · revenue $22M

Sun Health senior living offers residents and community members an array of living experiences including independent living, assisted living, memory support, custodial care and skilled and rehabilitation nursing care via three arizona retirement communities: grandview terrace in sun city west, la loma village in litchfield park, and the colonnade in surprise. Additionally, Sun Health at home members live independently, wherever they call home, with the assurance of knowing they have access to wellness coordination and healthcare services should their needs change

$16M expenses · 43.8% of program spending · grants $6.8M · revenue $3.2M

With much generosity comes much responsibility and we take our stewardship very seriously. Sun Health provided $4,672,845 toward our commitment to superior west valley healthcare services at three community medical centers: del e webb hospital and banner boswell medical center, including oversight and monitoring of the Sun Health portfolios and real estate gifts

$2.4M expenses · 6.8% of program spending · revenue $5.1M

The center for health and wellbeing offers programs, services, and educational classes providing arizonans with the latest information on health and wellness topics to maintain their health and independence. Programs, services and classes include: free and low-cost educational classes, diabetes prevention and management, fall risk assessments, fitness consultations, custom exercise plans, medical nutrition therapy, and massage services

$958K all other programs (line 4d)

Highest reported compensation

FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
PRESIDENT & CEO
Officer, 32.0 hrs/week
$572,511$0$25,146$597,657
CHIEF EXPERIENCE OFFICER
Key employee, 32.0 hrs/week
$419,700$0$58,289$477,989
COO
Key employee, 32.0 hrs/week
$376,209$0$59,108$435,317
CFO
Officer, 32.0 hrs/week
$323,966$0$39,489$363,455
VP COMMUNITY OPS
Highest compensated employee, 34.0 hrs/week
$237,372$0$11,268$248,640
CHIEF ENGAGEMENT OFFICER
Key employee, 34.0 hrs/week
$215,391$0$28,309$243,700
VICE PRESIDENT OF PROGRAM MANAGEMENT
Highest compensated employee, 34.0 hrs/week
$207,378$0$14,812$222,190
SVP HR G DEVELOPMENT
Key employee, 32.0 hrs/week
$202,880$0$16,744$219,624

62 people received more than $100,000 in reportable compensation from Sun Health Services (Part VII, line 2). Compensation of current officers, directors and key employees totaled $2.3M (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$20M$40M$60M$80MFY2020FY2021FY2022FY2023FY2024FY2025$47M$46M
FilingRevenueExpensesProgramsNet assetsTop pay
FY2025 ⓘ$47M$46M78.6%$120M$597,657
FY2024 ⓘ$21M$21M78.6%$119M$753,890
FY2023 ⓘ$16M$17M79.2%$116M$493,202
FY2022 ⓘ$27M$18M79.3%$130M$501,651
FY2021 ⓘ$24M$21M83.5%$129M$528,247
FY2020 ⓘ$21M$17M84.7%$104M$752,701

Governance answers, as filed

FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b13 · 13 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bYes
  • Employees Part I, line 531
  • Volunteers Part I, line 6127

Largest outside contractors

FY2025 · Form 990, Part VII, Section B · businesses only
ZION AND ZION LLC
Marketing
$100,227

Individuals listed as contractors are left out. 1 contractors were paid more than $100,000 in all.

Correct a figure or respond

Every number above is copied from Sun Health Services's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Sun Health Services, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All health care charities · Largest charities in Arizona

Questions people ask

How much of Sun Health Services's spending goes to programs?

In the fiscal year ending June 30, 2025, Sun Health Services reported that 78.6% of its $45.7 million in expenses went to program services, 21.4% to management and general and 0.0% to fundraising (Form 990, Part IX).

How much does Sun Health Services pay its top executive?

The largest total compensation Sun Health Services reported for one person in the fiscal year ending June 30, 2025 was $597,657, for the role of PRESIDENT & CEO (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Sun Health Services get its money?

Of $46.6 million in revenue in the fiscal year ending June 30, 2025, 5.3% came from contributions and grants and 65.2% from program service revenue (Form 990, Part VIII).

Is Sun Health Services a registered charity?

The IRS lists EIN 26-2957251 as a 501(c)(3) organization (supporting organization (509(a)(3))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202641179349301814 · read the filing
  • FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202541229349301519 · read the filing
  • FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202430869349301303 · read the filing
  • FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202331329349309778 · read the filing
  • FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202241369349310039 · read the filing
  • FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202121379349308517 · read the filing

All filings for EIN 26-2957251: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.