Sun Health Foundation

SUN CITY WEST, AZ EIN: 23-7107959 Website

SUN HEALTH FOUNDATION IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE, THREE SENIOR LIVING COMMUNITIES, LOCAL COMMUNITY HEALTH AND WELLNESS SERVICES AND WITH SUN HEALTH SERVICES, PROMOTES HEALTH.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$36.1M

+2.1% YoY

Annual Giving

$4.1M

-12.7% YoY

Grant Count

2

-33.3% YoY

Avg Grant Size

$2.0M

+31.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$8M$13M$17M20202021202220232024
Metric202420232022
Total Assets$36,144,513$35,386,070$38,132,191
Revenue$7,316,362$7,064,289$6,256,051
Expenses$7,566,029$8,309,236$7,394,649
Qualifying Distributions
Net Investment Income$850,780$78,434$882,850
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$6M$9M$12M2 grants20206 grants20212 grants20223 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

SUN HEALTH SERVICES$3.9MSUN CITY WEST FOUNDATION$142K

Grant Size Distribution

15 grants across all recorded years

2<$50K$50–100K7$100–250K1$250–500K$500K–1M4$1–5M1$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Sun Health Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOAN SMITHCHAIR0.5
JOSEPH E LA RUEPRESIDENT2
LARRY VERINGTREASURER0.5
MICHAEL BARNESVICE CHAIR0.5
NEAL HASKELLDIRECTOR0.5
RONALD J SYMICSECRETARY0.5
DANIEL ESPARZADIRECTOR0.5
GREG GILSTRAPDIRECTOR0.5
IRENE KOVALA EDDDIRECTOR, EX-OFFICIO, SHS0.5
JANE CEASORDIRECTOR0.5
L BIRT KELLAMDIRECTOR END 10/230.5
LEW LANCASTERDIRECTOR0.5
MARY CAVANAUGH-MARSHDIRECTOR0.5
PATRICIA LEWIS FINNELLDIRECTOR, EX-OFFICIO, SHS END 09/230.5
ROSLYN BECKWITHDIRECTOR0.5
SALLY WILLIAMSONDIRECTOR END 03/240.5
SANDY STEPHENSONDIRECTOR0.5
SHARON ORLOPPDIRECTOR0.5
SHIRLEY FRIZELLDIRECTOR0.5
STAN HOLMDIRECTOR0.5
TERRY SMITHDIRECTOR0.5
TODD HORNBACKDIRECTOR0.5
AMY RUNGECFO2
GINA OREFORMER CHIEF PHILANTHROPY OFFICER
SHARON GRAMBOWFORMER CFO2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Litchfield ParkPeoriaSun City WestSupriseSurprise

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

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