Sun Health Services

Nonprofit profile at a glance

EIN
262957251
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Sun City West, AZ, USA
Phone
6238325353
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Nonmonetary Support N.E.C.

Official website

Reported finances

Revenue
$46,581,241
Expenses
$45,691,432
Assets
$304,477,865
Liabilities
$184,350,358

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

Leadership & pay

24 people listed

Executive titles in this filing

  • JOSEPH E LA RUE (PRESIDENT & CEO)
  • EUGENE RAWLS (VICE PRESIDENT OF PROGRAM MANAGEMENT)
  • MEGAN WORD (VICE PRESIDENT OF MARKETING AND COMMUNICATIONS)
  • SUZY PEEL (VICE PRESIDENT REAL ESTATE PLANNING AND DEVELOPMENT)

Highest reported compensation

  • JOSEPH E LA RUE (PRESIDENT & CEO): $597,657 total reported compensation
  • KIMBERLY THOMPSON (CHIEF EXPERIENCE OFFICER): $477,989 total reported compensation
  • JOHN COUTURE (COO): $435,317 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 champions superior health and wellbeing through philanthropy, inspired living and wellness programs.

What it reported doing in 2024

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.

Operating model

Revenue model
Other-operating. 86% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 81% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing reports few safeguards for money sent abroad and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 81
  • Accountability: 100
  • Sustainability: 52
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.7%; rating input score 90
  • Program expense ratio: 78.6%; rating input score 79
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th 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: 1.9%; rating input score 42; 42nd percentile among comparable filings
  • Total-asset coverage ratio: 6.66; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0.61; rating input score 22; 22nd percentile among comparable filings
  • Officer compensation ratio: 7.5%; rating input score 33; 33rd percentile among comparable filings

Growth

  • Program expense growth: -6.6% per year; rating input score 0; 3rd percentile among comparable filings
  • Revenue growth: 1.1% per year; rating input score 100; 13th percentile among comparable filings
  • Asset growth: -3.6% per year; rating input score 0; 4th percentile among comparable filings

Details

  • Where the money goes: 89.7% of revenue deployed · 78.6% of spending went to programs
  • Governance: 13 of 13 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $35.9M in reported program spending
  • Leadership: top reported pay $598K · 24 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $100K reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 9 filed schedules · includes major donors, foreign activity, grants, executive pay, and related organizations
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 12 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.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 42/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 22/100.
  • Moderate — Sustainability: Officer compensation ratio scored 33/100.