Sun City West Foundation
- Assets
- $2.9m
- Revenue
- $892.9k
- Investments
- $0.0
- Employees
- 25
- Location
- Sun City West, AZ
- Founding
- 06/1985
- Data as of
- 09/2023
- EIN
- 74-2358945
Organization Overview
Sun City West Foundation is located in Sun City West, AZ. The organization was established in 1985. According to its NTEE Classification (P11) the organization is classified as: Single Organization Support, under the broad grouping of Human Services and related organizations. As of 09/2023, Sun City West Foundation employed 25 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sun City West Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, Sun City West Foundation generated $892.9k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 14.0% each year . All expenses for the organization totaled $671.9k during the year ending 09/2023. While expenses have increased by 2.7% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
THE SUN CITY WEST FOUNDATION WAS ESTABLISHED TO PROMOTE AND SUPPORT CHARITABLE, EDUCATIONAL, AND SERVICE ACTIVITIES AND ORGANIZATIONS THAT SERVE THE COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
A COMMUNITY CENTER IS MAINTAINED FOR THE RESIDENTS AND OTHER NON-PROFIT ORGANIZATIONS OF SUN CITY WEST, ARIZONA.
HELPING HANDS PROGRAM LOANS MEDICAL EQUIPMENT AND CHILDRENS ITEMS (WHEN GRANDCHILDREN VISIT) TO RESIDENTS IN NEED OF THE EQUIPMENT FOR LIMITED PERIODS OF TIME AT NO COST. MOST EQUIPMENT IS PURCHASED WITH DONATIONS FROM THE USERS, AND OTHERS, AND SOME EQUIPMENT IS DONATED. EQUIPMENT IS ALSO LOANED TO RESIDENTS OF THREE OTHER SENIOR COMMUNITIES.
THE COMMUNITY CENTER MEETING ROOMS ARE AVAILABLE FOR VARIOUS LOCAL NON-PROFIT ORGANIZATIONS LOCATED IN SUN CITY WEST, ARIZONA, GENERALLY FOR A MINIMAL FEE OR BELOW COST RENTS. FOR YEAR ENDING SEPTEMBER 30, 2023, THE AMOUNT WAS $90,838.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Patricia Rowan Executive Direc | Trustee | 40 | $82,154 |
Laurie Deeg Director | Trustee | 0 | $0 |
Terry Hamman Treasurer | OfficerTrustee | 0 | $0 |
Chuck Thompson Vice President | OfficerTrustee | 0 | $0 |
Dick Livengood President | OfficerTrustee | 0 | $0 |
Brian Russell Director | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $367,159 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $367,159 |
| Total Program Service Revenue | $311,014 |
| Investment income | $141,231 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $9,550 |
| Net Income from Fundraising Events | $55,096 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $892,869 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $89,564 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $82,154 |
| Compensation of current officers, directors, key employees. | $41,077 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $166,642 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $19,128 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $6,350 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $49,022 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $143,747 |
| Insurance | $28,176 |
| All other expenses | $21,926 |
| Total functional expenses | $671,852 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $57,981 |
| Savings and temporary cash investments | $191,708 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,250,050 |
| Investments—publicly traded securities | $1,393,080 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $2,892,819 |
| Accounts payable and accrued expenses | $10,684 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $10,684 |
| Net assets without donor restrictions | $2,658,525 |
| Net assets with donor restrictions | $223,610 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,892,819 |