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.

501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
Run by 127 volunteers and 15 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 6
filings with a surplus
Average deficit $1.0M a year · 13% of revenue · last 6 filings
Concern: a surplus in 1 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
65%
of spending
Fine: 65% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
4 mo
of spending, in cash
Plus $30.1M in investments, Pt X · Ln 11–13
Looks good: 4.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $1.8M
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$9.6M
23% of total assets
Looks good: liabilities are 23% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.2M
+26% vs prior year
Spent
$5.6M
To programs
65%
Net assets
$31.5M
By yearFY2020–FY2025
Revenue
$9.2M
FY2025▲ +26%
Tap a bar for its year
Revenue by fiscal year
FY2020$9.3M
FY2021$7.7M
FY2022$6.3M
FY2023$7.1M
FY2024$7.3M
FY2025$9.2M
Expenses
$5.6M
FY2025▼ -25%
Tap a bar for its year
Expenses by fiscal year
FY2020$15.2M
FY2021$8.8M
FY2022$7.4M
FY2023$8.3M
FY2024$7.6M
FY2025$5.6M
Net assets
$31.5M
FY2025▲ +20%
Tap a bar for its year
Net assets by fiscal year
FY2020$27.9M
FY2021$31.9M
FY2022$25.5M
FY2023$25.0M
FY2024$26.3M
FY2025$31.5M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1971.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $3.7M Management & general 23% · $1.3M Fundraising 12% · $684K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director, Ex-Officio, Shs
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Sun Health Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports medical centers, research, and senior living through philanthropy.

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Provided by the organization

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1 program · $3.7M · in their own filed words · FY2024
01

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…

$3.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$1.8M
See all 3 funders →
Grants paid · 23 grants · $34.6M · 2019–2024
Sun Health ServicesAZ · FY2024$2,475,140
Unitemized GrantFY2024$203,103
Sun City West FoundationAZ · FY2024$153,028
Sun Health Grandview TerraceAZ · FY2024$10,275
Sun Health ServicesAZ · FY2023$3,914,765
Unitemized GrantFY2023$547,106
Sun City West FoundationAZ · FY2023$141,934
Sun Health ServicesAZ · FY2022$4,253,758
Unitemized GrantFY2022$468,977
Sun City West FoundationAZ · FY2022$139,688
Sun Health ServicesAZ · FY2021$3,685,499
Unitemized GrantFY2021$360,325
Sun City West FoundationAZ · FY2021$141,293
Sun Health ServicesAZ · FY2020$4,911,316
Unitemized GrantFY2020$288,919
La Loma Senior ServicesFY2020$166,965
Sun Health Grandview TerraceFY2020$116,542
See all 23 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$9.2M
Ln 12
Gifts and grantsLn 1h$7.7M
Investment incomeLn 3$838K
Other incomeLn 4–11$619K
Money outPt IX
$5.6M
Ln 25
Programscol B$3.7M
Managementcol C$1.3M
Fundraisingcol D$684K
Owns and owesPt X
$31.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.0M
Total assetsLn 16$41.1M
LiabilitiesLn 26$9.6M
PeoplePt VI, VII
23
listed · VII A
PaidVII A0
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7.7M
Noncash giftsLn 1g$2.2M
Fundraising eventsLn 1c$114K
Fees for servicesLn 2g$3K
Investment incomeLn 3$838K
Other incomeLn 4–11$619K
Gains on assetsLn 7$87K
Total revenueLn 12$9.2M
Assets in detailPt X, end of year
CashLn 1$82K
SavingsLn 2$1.9M
Cash and savings togetherLn 1–2$2.0M
InvestmentsLn 11–13$30.1M
Land, buildings, equipmentLn 10c$11K
Other assetsLn 15$4.0M
Total assetsLn 16$41.1M
LiabilitiesLn 26$9.6M
Net assetsLn 32$31.5M
OperationsPt I, VI
EmployeesI 515
VolunteersI 6127
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.2M$2.0M
InvestmentsLn 11–13$28.4M$30.1M
Land, buildings, equipmentLn 10c$15K$11K
Total assetsLn 16$36.1M$41.1M
LiabilitiesLn 26$9.8M$9.6M
Net assetsLn 32$26.3M$31.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.7M$2.7M
Grants to domestic individualsLn 2$203K$203K
Other salaries and wagesLn 7$949K$238K$337K$374K
Pension plan contributionsLn 8$36K$9K$13K$14K
Other employee benefitsLn 9$138K$35K$49K$54K
Payroll taxesLn 10$73K$18K$26K$29K
Management feesLn 11a$552K$552K
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$32K$32K
Other fees for servicesLn 11g$334K$192K$142K$0
Advertising and promotionLn 12$181$181
Office expensesLn 13$78K$6K$68K$4K
Information technologyLn 14$2K$2K
OccupancyLn 16$50K$7K$42K
TravelLn 17$9K$4$8K$825
Conferences, conventions and meetingsLn 19$4K$693$3K$478
InterestLn 20$28$28
Depreciation, depletion and amortizationLn 22$278K$278K
InsuranceLn 23$28K$28K
Other expenses (24a–d)Ln 24$221K$8K$6K$207K
All other expensesLn 24e$0$0$0$0
Total functional expensesLn 25$5.6M$3.7M$1.3M$684K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $9.2M$5.6M$3.6M$31.5M 990 PDF
FY2024 $7.3M$7.6M−$250K$26.3M 990 PDF
FY2023 $7.1M$8.3M−$1.2M$25.0M 990 PDF
FY2022 $6.3M$7.4M−$1.1M$25.5M 990 PDF
FY2021 $7.7M$8.8M−$1.1M$31.9M 990 PDF
FY2020 $9.3M$15.2M−$5.9M$27.9M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $9,190,704 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,727,193$7,730,562
I-9 Program service revenuePrior year $3,540$3,195
I-10 Investment incomePrior year $850,780$838,103
I-11 Other revenuePrior year $734,849$618,844
I-12 Total revenuePrior year $7,316,362$9,190,704
I-13 Grants and similar amounts paidPrior year $4,665,717$2,854,763
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,465,274$1,195,977
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,435,038$1,588,604
I-18 Total expensesPrior year $7,566,029$5,639,344
I-19 Revenue less expensesPrior year −$249,667$3,551,360
Part VI · Governance 20 of 20 board members independent, no flags
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $9,190,704 across 10 lines filed
Lines not itemized here account for $630,204 of total revenue; see the IRS return.
VIII-1c Fundraising events$114,064
VIII-1d Related organizations$1,792,124
VIII-1f All other contributions, gifts and grants$5,824,374
VIII-1g Noncash contributions (included above)$2,150,792
VIII-1h Total contributions, gifts and grants$7,730,562
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,195$3,195
VIII-3 Investment incomeExcluded from tax $751,199$751,199
VIII-7 Net gain or loss on sales of assetsExcluded from tax $86,904$86,904
VIII-8 Net income from fundraising eventsExcluded from tax −$11,360−$11,360
VIII-12 Total revenueRelated to mission $633,399 · Unrelated business $0 · Excluded from tax $826,743$9,190,704
Part IX · Statement of functional expenses $5,639,344 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $2,651,660$2,651,660
IX-2 Grants to domestic individualsPrograms $203,103$203,103
IX-7 Other salaries and wagesPrograms $237,879 · Management $336,675 · Fundraising $374,358$948,912
IX-8 Pension plan contributionsPrograms $9,122 · Management $12,909 · Fundraising $14,354$36,385
IX-9 Other employee benefitsPrograms $34,560 · Management $48,913 · Fundraising $54,388$137,861
IX-10 Payroll taxesPrograms $18,255 · Management $25,836 · Fundraising $28,728$72,819
IX-11a Management feesManagement $551,700$551,700
IX-11b Legal feesManagement $1,207$1,207
IX-11c Accounting feesManagement $31,921$31,921
IX-11g Other fees for servicesPrograms $192,030 · Management $141,831 · Fundraising $0$333,861
IX-12 Advertising and promotionPrograms $181$181
IX-13 Office expensesPrograms $6,256 · Management $67,864 · Fundraising $3,934$78,054
IX-14 Information technologyManagement $1,895$1,895
IX-16 OccupancyPrograms $7,488 · Management $42,422$49,910
IX-17 TravelPrograms $4 · Management $8,187 · Fundraising $825$9,016
IX-19 Conferences, conventions and meetingsPrograms $693 · Management $2,709 · Fundraising $478$3,880
IX-20 InterestPrograms $28$28
IX-22 Depreciation, depletion and amortizationPrograms $278,289$278,289
IX-23 InsurancePrograms $27,904$27,904
IX-24 Other expenses (24a–d)Programs $8,046 · Management $5,838 · Fundraising $206,874$220,758
IX-24e All other expensesPrograms $0 · Management $0 · Fundraising $0$0
IX-25 Total functional expensesPrograms $3,675,498 · Management $1,279,907 · Fundraising $683,939$5,639,344
Part X · Balance sheet $41,125,584 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $133,988$82,165
X-2 Savings and temporary cash investmentsStart of year $1,056,185$1,934,054
X-3 Pledges and grants receivableStart of year $69,694$94,094
X-4 Accounts receivableStart of year $4,110,579$4,718,139
X-9 Prepaid expenses and deferred chargesStart of year $5,632$128,787
X-10c Land, buildings and equipment, netStart of year $14,953$11,307
X-11 Publicly traded securitiesStart of year $28,366,819$30,109,038
X-15 Other assetsStart of year $2,386,663$4,048,000
X-16 Total assetsStart of year $36,144,513$41,125,584
X-17 Accounts payable and accrued expensesStart of year $168,517$151,535
X-18 Grants payableStart of year $5,958,202$5,848,938
X-25 Other liabilitiesStart of year $3,716,398$3,589,077
X-26 Total liabilitiesStart of year $9,843,117$9,589,550
X-27 Net assets without donor restrictionsStart of year $4,355,000$5,918,000
X-28 Net assets with donor restrictionsStart of year $21,946,396$25,618,034
X-32 Total net assets or fund balancesStart of year $26,301,396$31,536,034
X-33 Total liabilities and net assetsStart of year $36,144,513$41,125,584
Part XI · Reconciliation of net assets $31,536,034 net assets at year end
XI-1 Total revenue$9,190,704
XI-2 Total expenses$5,639,344
XI-3 Revenue less expenses$3,551,360
XI-4 Net assets at start of year$26,301,396
XI-5 Net unrealized gains (losses) on investments$1,683,278
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$31,536,034

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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