Sun Health Foundation

Nonprofit profile at a glance

EIN
237107959
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Sun City West, AZ, USA
Phone
6234719550
Rating
72
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Single Organization Support

Reported finances

Revenue
$9,190,704
Expenses
$5,639,344
Assets
$41,125,584
Liabilities
$9,589,550

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • JOSEPH E LA RUE (PRESIDENT)

Highest reported compensation

  • JOSEPH E LA RUE (PRESIDENT): $597,657 total reported compensation
  • AMY RUNGE (CFO): $363,455 total reported compensation
  • GINA ORE (FORMER CHIEF PHILANTHROPY OFFICER): $110,780 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Sun health foundation is a philanthropic partner of two medical centers, a research institute and provides support to the community at large through scholarships and free health programs.

What it reported doing in 2024

In partnership with generous donors, sun health foundation provided $4,721,871 in philanthropic support to banner boswell medical center (a nationally recognized 410-bed acute care hospital), banner del e webb medical center (a 321-bed nationally recognized acute care hospital), banner sun health research institute with research focus on diseases of the aging, and other community health initiatives including nursing education, banner olive branch senior center, la loma care center, freedom plaza, grandview terrace care center, grandview terrace memory support suites, the center for health and wellbeing, care transitions program and community education.

Operating model

Revenue model
Donor-supported. 70% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 78% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 53
  • Transparency & Controls: 79
  • Accountability: 100
  • Sustainability: 81
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 48.4%; rating input score 48
  • Program expense ratio: 65.2%; rating input score 65
  • Fundraising efficiency: $11.3 raised per $1 spent on fundraising; rating input score 42; 42nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 99.5%; rating input score 100; 39th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 38.6%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 7.29; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0.23; rating input score 40; 40th percentile among comparable filings
  • Officer compensation ratio: 1.1%; rating input score 80; 80th percentile among comparable filings

Growth

  • Program expense growth: -5.2% per year; rating input score 0; 5th percentile among comparable filings
  • Revenue growth: 0.6% per year; rating input score 100; 14th percentile among comparable filings
  • Asset growth: 1.3% per year; rating input score 100; 17th percentile among comparable filings

Details

  • Where the money goes: 48.4% of revenue deployed · 65.2% of spending went to programs
  • Governance: 20 of 20 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $3.7M in reported program spending
  • Leadership: top reported pay $598K · 23 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 40 of 40 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 12 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 7 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 48/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 42/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 40/100.