Sun Health Services
Public records show a registered, tax-exempt organization in good standing.
What it says it does
SUN HEALTH CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS.
- Income
- $46.6 million
- Spending
- $45.7 million
- Spent on programs
- 79%
- Reserves
- 6.9 months of spending
- Largest source of income
- fees for its services, 65%
- Employees
- 31
- Volunteers
- 127
- Highest pay
- $597,657, president & ceo
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Good: 75 out of 100. Higher than 62% of charities in its peer group (health care, $10m to $100m).
Reserves
28 of 35Spendable reserves would cover 6.9 months of spending.
Debt
5 of 20It owes 61% of what it owns.
Living within its means
12 of 15Income exceeded spending by 2% of income.
Income trend
15 of 15Income rose 118% on the year before.
Spending floor
15 of 1579% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 52% of charities in its peer group (health care, $10m to $100m).
Independent board
25 of 2513 of 13 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (5)
- $16.8 million spent. 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. TRUE TO OUR MISSION, THESE COMMUNITIES NOT ONLY PROVIDE CARE FOR RESIDENTS BUT ALSO MEMBERS OF THE COMMUNITY WITH LIVING EXPERIENCES FOR INDEPENDENT LIVING, ASSISTED LIVING, MEMORY SUPPORT, CUSTODIAL CARE AND SKILLED AND REHABILITATION NURSING CARE. WE ARE TRULY EMBEDDED IN THE COMMUNITIES WE SERVE. OUR LARGEST COMMUNITY AT LA LOMA VIDA IS BREAKING THE MOLD OF SENIOR LIVING WITH A MASTER PLAN THAT INCLUDES MULTI-GENERATIONAL RESIDENCES, HISTORICAL SITES AND MUSEUM, FUTURE RETAIL AND DINING OPTIONS, RECREATION AND WELLNESS CENTERS AND MEDICAL OFFICES. OUR VISION IS IN THE NAME: VIDA - LIFE, BRINGING GENERATIONS TOGETHER IN THE COMMUNITY TO LEARN FROM ONE ANOTHER, SHARE IN EXPERIENCES AND GROW TOGETHER.
- $15.7 million spent. 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. SEE SCHEDULE O FOR MORE INFORMATION. OUR FLAGSHIP CAMPAIGN, GENEROSITY FOR GENERATIONS OFFERS LIFE-CHANGING OPPORTUNITIES FOR GIVERS AND LIFE-CHANGING SUPPORT FOR RECIPIENTS BY ENSURING THE CONTINUATION OF SUPERIOR HEALTH CARE AND QUALITY-OF-LIFE ENHANCEMENTS FOR THE WEST VALLEY. WE KNOW THAT BY MAKING IMPROVEMENTS IN HEALTHCARE TODAY WILL CHANGE THE COURSE OF WELLNESS FOR GENERATIONS TO COME. TO DATE, GENEROSITY FOR GENERATIONS HAS EXCEEDED THE GOAL WITH GIFTS TOTALING OVER $54 MILLION, COMPRISED OF OVER 4,200 DONORS MAKING OVER 10,000 GIFTS TOGETHER TO FUND VITAL HEALTHCARE INITIATIVES AT BANNER HOSPITALS IN OUR COMMUNITY. SUN HEALTH HAS CAREFULLY AND THOUGHTFULLY NURTURED OUR VISION TO PROVIDE SUPERIOR HEALTHCARE TO THE COMMUNITIES WE SERVE. WE ARE LASER-FOCUSED ON OUR GOAL TO FUND: - EMERGENCY DEPARTMENT AND PATIENT CARE TRANSFORMATION - COMMUNITY HEALTH AND WELLNESS - SERVICE ENHANCEMENTS FOR WOMEN AND INFANTS - SPINE HEALTH AND ORTHOPEDICS - ADVANCED TECHNOLOGY FOR CANCER-FIGHTING TREATMENT AND CARE - CANCER-FIGHTING TREATMENT AND CARE ADVANCEMENT AND MORE FINALLY, BECAUSE COMMUNITY HEALTH - MENTALLY, PHYSICALLY, FINANCIALLY AND EMOTIONALLY IS OUR PRIORITY, THROUGH OUR FOUNDATION, WE AWARD HUNDREDS OF THOUSANDS OF DOLLARS IN EDUCATIONAL SCHOLARSHIPS. THE AWARDS GO TO INDIVIDUALS WHO ARE PURSUING AN EDUCATION IN HEALTHCARE. BUT THAT'S NOT ALL. THROUGH OUR THREE COMMUNITIES, THE RESIDENTS DONATE TO A SCHOLARSHIP FUND THAT IS AWARDED TO EMPLOYEES OF SUN HEALTH WITH NO RESTRICTION THAT THEY CONTINUE TO WORK FOR US POST-GRADUATION. IT'S ONE OF THE MANY WAYS WE STRIVE TO BE GOOD COMMUNITY STEWARDS AND EDUCATE THOSE AROUND US.
- $2.4 million spent. 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. WE USE A MULTI-PRONGED APPROACH THAT SERVES LOCAL MEDICAL CENTER PATIENTS AGED 55 AND OLDER WITH EDUCATION, SUPPORT AND TRAINING TO ELEVATE THEIR OVERALL FITNESS, HEALTH AND WELL-BEING THROUGH CLASSES AND PRESENTATIONS (IN-PERSON AND ONLINE), HANDS-ON ASSISTANCE AND CONSULTATIVE SERVICES. EVEN MORE, SUN HEALTH PROVIDES DEEPER, MORE TARGETED EDUCATION AND SUPPORT FOR: - PRE-DIABETES - DIABETES - CANCER - DEMENTIA - RESPIRATORY CONDITIONS - ATRIAL FIBRILLATION - HEART FAILURE - HEART ATTACK - HYPERTENSION - KIDNEY DISEASE - NUTRITION - FITNESS - BALANCE AND MOBILITY - WEIGHT MANAGEMENT - MEMORY CARE NAVIGATION - CARE TRANSITIONS - WELLNESS ADVOCATES
- $957,569 spent. THE CARE TRANSITIONS PROGRAM SERVES LOCAL MEDICAL CENTER PATIENTS AGE FIFTY-FIVE AND UP BY GIVING INDIVIDUALS THE SUPPORT, GUIDANCE AND RESOURCES TO TRANSITION FROM THE HOSPITAL SETTING AND/OR COPING WITH CHRONIC HEALTH ISSUES. THE PROGRAM CONTRIBUTES A SIGNIFICANT REDUCTION IN HOSPITAL READMISSIONS.
- (Expenses $ 957,569 including grants of $ 0)(Revenue $ 0) THE CARE TRANSITIONS PROGRAM SERVES LOCAL MEDICAL CENTER PATIENTS AGE FIFTY-FIVE AND UP BY GIVING INDIVIDUALS THE SUPPORT, GUIDANCE AND RESOURCES TO TRANSITION FROM THE HOSPITAL SETTING AND/OR COPING WITH CHRONIC HEALTH ISSUES. THE PROGRAM CONTRIBUTES A SIGNIFICANT REDUCTION IN HOSPITAL READMISSIONS.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since March 2009.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.
Could it be confused with another charity? Worth knowing.
A much larger organization has a similar name: Ihc Health Services Inc (Salt Lake Cty, UT), EIN 94-2854057. If that is the one you meant, check the EIN before giving.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.