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SUN HEALTH FOUNDATION

SUN CITY WEST, AZ · EIN 237107959 · Form 990 · FY2021 · NTEE E110 · Health Care · Medium ($1M-$10M) · sunhealthfoundation.org
revenue
$6.3M
expenses
$7.4M
net assets
$25.5M
employees
18
volunteers
169
program ratio
63%
mission · from form 990

SUN HEALTH FOUNDATION IS A PHILANTHROPIC PARTNER OF TWO MEDICAL CENTERS, A RESEARCH INSTITUTE & THREE SENIOR LIVING COMMUNITIES.

profile · synthesized from sources

Sun Health Foundation is a nonprofit organization that supports high-quality healthcare and well-being in Arizona's West Valley. It raises philanthropic funds to invest in healthcare infrastructure, programs, and professionals, including scholarship programs for healthcare students and employees. The foundation also funds medical advancements and facility expansions at local medical centers.

named programs · 9 · from sources

what they call their work

Banner Boswell Medical Center Endoscopy and Interventional Radiology Expansion Projects
A fundraising campaign to expand critical services like Endoscopy Suites and Interventional Radiology Suite at Banner Boswell Medical Center, including funding for equipment and facility upgrades.
Finish Line Campaign
Fundraising initiative to expand Endoscopy and Interventional Radiology services at Banner Boswell Medical Center with cutting-edge equipment
Grandview Terrace Resident-Sponsored Scholarship
Offers up to $6,000 annually to Grandview Terrace employees pursuing degree programs or vocational training
La Loma Village Resident-Sponsored Scholarship
Provides up to $4,000 annually to La Loma Village employees pursuing degree programs or vocational training
Memory Care Navigator Program
A program that provides support and guidance for individuals and families dealing with dementia and declining health.
Shepherd of the Hills Nursing Scholarship
Supports employees at Banner Del E. Webb and Banner Boswell hospitals pursuing a Bachelor of Science in Nursing degree, supplementing Warren D. Ruff Scholarship awards
Shepherd of the Hills United Methodist Church Scholarship
Awards scholarships to employees of Banner Del E. Webb and Banner Boswell pursuing a Bachelor of Science in Nursing degree.
The Colonnade Resident-Sponsored Scholarship
Offers up to $6,000 annually to The Colonnade employees pursuing degree programs or vocational training
Warren D. Ruff Scholarship
Provides financial support to individuals employed at Sun Health or Banner hospitals who are pursuing nursing or healthcare-related education in Arizona
activities · 10 groups

what they do

  • Community Health Fair & Festival 7 activities
    • Community Wellness Programs and Events
      Develops and implements health and wellness programs for the community, including a magazine with health tips, a calendar of wellness events and classes (general fitness and condition-specific), and the LiveWell Conference.
    • Development and implementation of community health and wellness programs
      Develops, supports, and implements health and wellness programs for the community, including expanding Sun Health Wellness in the West Valley.
    • Offering Health and Wellness Programs and Events
      Develops, supports, and implements health and wellness programs for the community, including a calendar of wellness events and classes, condition-specific series, and an annual LiveWell Conference. It also produces a magazine covering health and wellness tips and community stories.
    • Operation of wellness events and classes calendar
      Maintains and offers access to a calendar of upcoming wellness events and classes, including general fitness and condition-specific series, to promote community health and participation.
    • Publication of health and wellness magazine
      Produces a magazine that provides health and wellness tips, community stories, and listings of wellness classes and events to support community education and engagement.
    • Wellness Programs and Events
      Develops and implements health and wellness programs for the community, including producing a magazine with health tips, offering a calendar of wellness classes and events, and organizing conferences focused on health, wellness, and longevity.
    • Wellness Programs and Events
      Develops, supports, and implements health and wellness programs for the community, including a calendar of upcoming wellness events and classes, general fitness, and condition-specific series classes. The organization also produces a magazine covering health and wellness tips and community stories, and organizes the LiveWell Conference, a two-day event featuring experts in health, wellness, and longevity.
  • Philanthropic Fundraising for Medical Research and Care 6 activities
    • Funding for medical center projects and wellness programs
      Provides direct funding to support special projects at Banner Boswell Medical Center, Banner Del E. Webb Medical Center, and Sun Health Wellness programs and services, including facility expansions and advanced medical equipment.
    • Fundraising for Healthcare Infrastructure and Services
      Serves as the exclusive fundraising arm for Banner Boswell and Banner Del E. Webb medical centers, raising over $500 million in total contributions over 55 years to support hospital expansions, research, healthcare services, and community health initiatives. This includes funding for specific projects like expanding endoscopy suites, interventional radiology, and women's care services, as well as supporting the construction of new hospitals.
    • Fundraising for Healthcare Services and Facilities
      Raises funds to support the expansion, improvement, and operation of medical centers, including Banner Boswell Medical Center and Banner Del E. Webb Medical Center, and to advance medical care and wellness services in the community. This includes specific campaigns and directing donations to chosen initiatives.
    • Fundraising for Healthcare Services and Facilities
      Raises funds to support the expansion, improvement, and operation of medical centers and healthcare services, including specific projects like emergency department reimagination, lung cancer diagnostics, breast cancer imaging, and women's care services. It serves as the exclusive fundraising arm for Banner Boswell and Banner Del E. Webb medical centers.
    • Fundraising for Healthcare Services and Facilities
      Raises funds to support the expansion, improvement, and operation of medical facilities, including Banner Boswell Medical Center and Banner Del E. Webb Medical Center, and to advance medical care and wellness services in the community. This includes specific campaigns like the Generosity for Generations Campaign which raised $52 million.
    • Large-scale fundraising campaign management
      Develops and executes major fundraising campaigns such as the Generosity for Generations Campaign, which raised $52 million from 10,000 gifts by 4,200 donors to support medical and wellness services.
  • Nursing and Healthcare Education Scholarships 5 activities
    • Healthcare Education Scholarships
      Administers the Warren D. Ruff Scholarship Fund, a $6.4 million endowment, and other scholarship programs, awarding over $330,000 in 2025 to support nursing and healthcare-related education and workforce development in Arizona.
    • Healthcare Education Scholarships
      Administers the Warren D. Ruff Scholarship Fund, a $6.4 million endowment, and other scholarship programs to support nursing and healthcare-related education in Arizona, awarding over $330,000 in scholarships in 2025.
    • Healthcare Education and Workforce Development Scholarships
      Administers the Warren D. Ruff Scholarship Fund and other scholarship programs to support nursing and healthcare-related education in Arizona, awarding scholarships to foster workforce development in the healthcare sector.
    • Healthcare workforce development through scholarship programs
      Administers the Warren D. Ruff Scholarship Fund and awards scholarships annually to support nursing and healthcare-related education in Arizona, including automatic consideration for the Shepherd of the Hills United Methodist Church Scholarship for BSN recipients.
    • Supporting Healthcare Education through Scholarships
      Administers the Warren D. Ruff Scholarship Fund, a $6.4 million endowment, and other scholarships to support nursing and healthcare-related education in Arizona, awarding over $330,000 in 2025.
  • Dementia Caregiver Support & Navigation 5 activities
    • Memory Care Navigation Program
      Provides support and guidance to caregivers of individuals with dementia and offers care navigation for families managing declining health in loved ones through the Memory Care Navigator Program.
    • Memory Care Navigation and Caregiver Support
      Provides support and guidance to caregivers of individuals with dementia and offers care navigation for families managing declining health in loved ones through the Memory Care Navigator Program.
    • Memory Care Navigator Program
      Provides support to caregivers of individuals with dementia through the Memory Care Navigator Program, offering guidance and care navigation for families managing declining health in loved ones.
    • Memory Care Navigator Program for dementia caregivers and families
      Provides support, guidance, and care navigation to caregivers of individuals with dementia and families managing declining health through the Memory Care Navigator Program.
    • Providing Memory Care Navigation
      Offers guidance and care navigation for families and caregivers managing declining health in loved ones through the Memory Care Navigator Program, specifically supporting those caring for individuals with dementia.
  • Medical Equipment Donation and Support 4 activities
    • Facilitating Gratitude Recognition for Healthcare Providers
      Facilitates gratitude recognition for healthcare providers and staff at various medical centers and Sun Health programs through Tribute Gifts, which can be processed via cash, check, or credit card to support donor-chosen initiatives.
    • Facilitation of Tribute Gifts for healthcare providers
      Manages Tribute Gifts via cash, check, or credit card to honor healthcare providers and staff at Banner Boswell, Banner Del E. Webb, Sun Health Wellness, and Sun Health Communities, with funds supporting donor-chosen initiatives.
    • Healthcare Provider Gratitude Recognition
      Facilitates gratitude recognition for healthcare providers and staff at various medical centers and Sun Health entities through Tribute Gifts, allowing donors to support chosen initiatives.
    • Healthcare Provider Recognition
      Facilitates gratitude recognition for healthcare providers and staff at Banner Boswell Medical Center, Banner Del E. Webb Medical Center, Sun Health Wellness, and Sun Health Communities through Tribute Gifts, which immediately support donor-chosen initiatives.
  • Outpatient Surgical Services 2 activities
    • Advanced Medical Procedures
      Provides minimally invasive lung biopsies using Ion robotic bronchoscopy and performs life-saving procedures such as esophageal dilation and emergency bleeding control.
    • Support for Advanced Medical Procedures
      Supports the expansion of endoscopy suites and interventional radiology suites to improve treatment, and provides minimally invasive lung biopsies and life-saving procedures such as esophageal dilation and emergency bleeding control.
  • Funds and In-Kind Donation Distribution 1 activity
    • Fundraising for health and wellness initiatives
      Directs 100% of donations to health and wellness initiatives, ensuring community philanthropy directly advances medical care and wellness programs.
  • Health-Focused Educational Conferences & Expos 1 activity
    • Organization of LiveWell Conference
      Organizes the LiveWell Conference, a two-day event that brings together experts in health, wellness, and longevity to educate and engage the community.
  • Wellness Coaching and Education Services 1 activity
    • Sharing of community health success stories
      Highlights personal stories of community members who have improved their health or wellbeing through Sun Health Wellness programs and staff support to inspire and inform others.
  • Uncategorized 12 activities
    • Community Support Initiatives
      Organizes initiatives such as Operation Thanksgiving to address community needs.
    • Historical fundraising and hospital development
      Organized a door-to-door fundraising campaign in 1968 that funded the construction of a nonprofit community hospital in Sun City and supported the opening of Walter O. Boswell Memorial Hospital (1970) and Del E. Webb Memorial Hospital (1988).
    • Operating Resale Shops for Community Health Funding
      Operates resale shops that generate funding for special health and wellness projects in the local community, directing 100% of net proceeds to support these initiatives. The organization also offers local pickup services for large furniture donations to support these fundraising operations.
    • Operation of Life Plan Communities and At-Home Care
      Owns and operates three Life Plan Communities (Grandview Terrace, La Loma Village, The Colonnade) and the Sun Health At Home program, which provides personalized support, healthcare, and non-medical services.
    • Operation of Life Plan Communities and At-Home Care
      Owns and operates three Life Plan Communities (Grandview Terrace, La Loma Village, The Colonnade) and the Sun Health At Home program, which provides personalized support, healthcare, and non-medical services.
    • Operation of Life Plan Communities and At-Home Care
      Owns and operates three Life Plan Communities (Grandview Terrace, La Loma Village, The Colonnade) and the Sun Health At Home program, which provides personalized support, health care, and non-medical services.
    • Operation of Resale Shops
      Operates resale shops that generate funding for special health and wellness projects in the local community, directing 100% of net proceeds to support these initiatives. The organization also offers local pickup services for large furniture donations to support these fundraising operations.
    • Operation of Resale Shops
      Operates resale shops that generate funding for special health and wellness projects in the local community, with 100% of net proceeds supporting these initiatives. The shops also offer local pickup services for large furniture donations.
    • Operation of Resale Shops for Community Health Funding
      Operates resale shops that generate funding, with 100% of net proceeds directed to support special health and wellness projects and community health initiatives in the local area. The organization also offers local pickup services for large furniture donations.
    • Operation of resale shops for community health funding
      Operates resale shops that generate funding for local health and wellness projects, with 100% of net proceeds directed to community health initiatives and large furniture donations supported through local pickup services.
    • Ownership and operation of Life Plan Communities and Sun Health At Home
      Owns and operates three Life Plan Communities (Grandview Terrace, La Loma Village, The Colonnade) and provides personalized medical and non-medical support through the Sun Health At Home program.
    • Providing Life Plan Communities and At-Home Support
      Owns and operates three Life Plan Communities (Grandview Terrace, La Loma Village, The Colonnade) and the Sun Health At Home program, which provides personalized support, healthcare, and non-medical services.
financials · form 990 · fy2021
revenue
Total revenue$6.26M
Contributions & grants$4.53M72%
Program service revenue$95K2%
Investment income$883K14%
Other revenue$748K
expenses
Total expenses$7.39M
Program expenses63%
Admin / overhead18%
Fundraising19%
Salaries & benefits$1.97M
Grants paid out$4.20M
Largest expense lineCompensation
balance sheet
Total assets$38.13M
Cash$2.89M
Investments$27.90M
Liabilities$12.67M
Net assets$25.46M
Liquid reserves50.0 mo
3 years on record · 2019–2021 · YoY revenue -18.7%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 3
NameTitleHours/wkCompensation
JOE LA RUE PRESIDENT 2 $502K
SHARON GRAMBOW CFO 8 $444K
GINA ORE CHIEF PHILANTHROPY OFFICER 40 $238K
board members · 18
  • DAVID MONHEIT — TREASURER
  • GARY D MARRER — DIRECTOR
  • IRENE KOVALA EDD — DIRECTOR
  • JANE CAESOR — DIRECTOR
  • JOAN SMITH — VICE CHAIR
  • L BIRT KELLAM — DIRECTOR
  • LARRY VERING — DIRECTOR
  • LEW LANCASTER — DIRECTOR
  • MICHAEL BARNES — DIRECTOR
  • NEAL HASKELL — DIRECTOR
  • PATRICIA LEWIS FINNELL — DIRECTOR
  • REV LOWELL NELSON — DIRECTOR
  • RONALD J SYMIC — SECRETARY
  • SALLY WILLIAMSON — DIRECTOR
  • SHARON LIND — DIRECTOR
  • SHIRLEY FRIZELL — DIRECTOR
  • TERRY SMITH — DIRECTOR
  • TODD HORNBACK — CHAIRMAN
relationships · 32

who they work with

  • Association of Fundraising Professionals Network — Member of the Association of Fundraising Professionals and adheres to its Code of Ethics.
  • Banner Boswell Partner — Collaborates on reimagined emergency department and lung cancer diagnosis improvements.
  • Banner Boswell Partner — Employer eligibility partner for multiple scholarship programs including the Warren D. Ruff and Shepherd of the Hills Nursing Scholarships.
  • Banner Boswell Medical Center Partner — Collaborates with Sun Health Foundation through shared volunteer opportunities and community health initiatives.
  • Banner Boswell Medical Center Partner — Collaborates with Sun Health Foundation to recognize staff through Tribute Gifts.
  • Banner Boswell Medical Center Partner — Partner healthcare facility receiving funding support
  • Banner Boswell Medical Center Partner — Partner hospital for which Sun Health Foundation serves as exclusive fundraising arm.
  • Banner Del E. Webb Partner — Employer eligibility partner for multiple scholarship programs including the Warren D. Ruff and Shepherd of the Hills Nursing Scholarships.
  • Banner Del E. Webb Medical Center Partner — Collaborates on breast cancer imaging, women's health expansion, orthopedic comfort improvements, and Sun Health Wellness.
  • Banner Del E. Webb Medical Center Partner — Collaborates with Sun Health Foundation through shared volunteer opportunities and community health initiatives.
  • Banner Del E. Webb Medical Center Partner — Collaborates with Sun Health Foundation to recognize staff through Tribute Gifts.
  • Banner Del E. Webb Medical Center Partner — Partner healthcare facility receiving funding support
  • Banner Del E. Webb Medical Center Partner — Partner hospital for which Sun Health Foundation serves as exclusive fundraising arm.
  • Banner Health Partner — Philanthropic and operational partnership supporting Banner Boswell and Banner Del E. Webb medical centers.
  • Banner MD Anderson Cancer Center Partner — Partners to improve lung cancer diagnosis.
  • Banner Sun Health Research Institute Partner — Partner institution supported by Sun Health Foundation for research initiatives.
  • Banner Sun Health Research Institute Partner — Research partner receiving funding support
  • Boswell Medical Center Partner — Collaborating on Endoscopy and Interventional Radiology Expansion Projects.
  • Grandview Terrace Partner — Life Plan Community owned and operated by Sun Health Foundation.
  • Grandview Terrace Partner — Resident-sponsored scholarship program managed by resident-led committees to support employee education.
  • Grandview Terrace Partner — Senior living community partner receiving scholarship funding
  • La Loma Village Partner — Life Plan Community owned and operated by Sun Health Foundation.
  • La Loma Village Partner — Resident-sponsored scholarship program managed by resident-led committees to support employee education.
  • La Loma Village Partner — Senior living community partner receiving scholarship funding
  • Louisa Kellam Center for Women’s Health Partner — Partner in expanding women's health services.
  • Midwestern University Partner — Hosts the LiveWell Conference at its campus in Glendale, Arizona.
  • Shepherd of the Hills United Methodist Church Partner — Partners to fund and award scholarships to employees pursuing a Bachelor of Science in Nursing degree.
  • Sun City West Foundation Partner — Partnership supporting the operation of the Sun Health Resale Shop in Sun City West.
  • Sun Health Foundation Partner — Supports Sun Health Wellness services and programs financially, enabling them to be offered at little to no cost to the community.
  • The Colonnade Partner — Life Plan Community owned and operated by Sun Health Foundation.
+ 2 more