Sun City Oro Valley Community Association Inc
- Assets
- $28.0m
- Revenue
- $8.7m
- Investments
- $4.1m
- Employees
- 174
- Location
- Oro Valley, AZ
- Founding
- 05/1999
- Data as of
- 06/2021
- EIN
- 86-0571143
Organization Overview
Sun City Oro Valley Community Association Inc, operating under the name Sun City Oro Valley, is located in Oro Valley, AZ. The organization was established in 1999. According to its NTEE Classification (S99) the organization is classified as: Community Improvement & Capacity Building N.E.C., under the broad grouping of Community Improvement & Capacity Building and related organizations. As of 06/2021, Sun City Oro Valley employed 174 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sun City Oro Valley is a 501(c)(4) and as such, is described as a "Civic League, Social Welfare Organization, and Local Association of Employees" by the IRS.
For the year ending 06/2021, Sun City Oro Valley generated $8.7m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.3% each year. All expenses for the organization totaled $7.8m during the year ending 06/2021. While expenses have increased by 3.9% per year over the past 6 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUN CITY ORO VALLEY COMMUNITY ASSOCIATION, INC. HAS BEEN FORMED FOR THE PURPOSE OF OWNING, OPERATING, MAINTAINING, AND PRESERVING FACILITIES WHICH ENHANCE THE RECREATIONAL, SOCIAL, AND LEISURE INTERESTS OF THE ASSOCIATION AND THE SURROUNDING COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE SCHEDULE O THE 2021 YEAR HAS BEEN A YEAR THAT HAS SEEN MUCH SUCCESS AND PRODUCTIVITY. WE HAVE SEEN THE ACTIVITY CENTER RENOVATION PROJECT APPROVED BY THE RESIDENTS AND WE'VE SEEN THE PROJECT BEGUN. THERE HAS ALSO BEEN POLICY MODIFICATIONS AND CHARTER REVISIONS. COMMITTEE CHARTERS WERE REVIEWED, AND MANY CHANGES IMPLEMENTED. THE BOARD ALSO APPROVED A RESOLUTION TO CLARIFY BY-LAW ARTICLE 5, SECTION 5.3 REGARDING INTERVAL BETWEEN TERMS OF SERVING ON THE BOARD.WE HAVE SEEN THE GOLF COURSE HAVE RECORD NUMBERS OF ROUNDS PLAYED AND THE RESTAURANT WITH RECORD NUMBER OF COVERS. INCREASES IN REVENUE AT THESE TWO VENUES ARE A DIRECT RESULT OF RENOVATIONS AT THE GOLF COURSE GREENS AND THE IMPACTS RECEIVED FROM RELAXING THE COVID-19 MANDATORY RESTRICTIONS IMPOSED BY GOVERNOR EXECUTIVE ORDERS.FINANCIALLY THE ASSOCIATION CONTINUES TO BE IN EXCELLENT CONDITION. WE ARE SEEING HOMES SELLING QUICKLY, ONCE PLACED ON THE MARKET. THEY ARE SELLING AT A HIGHER PRICE PER SQUARE FOOT WHICH PROVIDES CAPITAL FUNDS FOR FUTURE CONSTRUCTION PROJECTS. THE RESERVE FUND IS ADEQUATELY FUNDED, AND THE STAFF ARE DEDICATED TO SERVING THE RESIDENTS AND PROVIDING EXCELLENT CUSTOMER SERVICE WHILE MAINTAINING THE FACILITIES IN A MANNER THAT SHOWS PRIDE IN THE COMMUNITY.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mark Wade General Manager | Officer | 40 | $184,554 |
Jim Mitchell President | OfficerTrustee | 15 | $0 |
Mike Labarbera Secretary | OfficerTrustee | 15 | $0 |
Howard Schulz Treasurer | OfficerTrustee | 15 | $0 |
Ronna Heinig Vice President | OfficerTrustee | 15 | $0 |
Christine Ludwig Director | Trustee | 15 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Pro Turf International Greens/driving Range Replacement | 6/29/21 | $523,151 |
Evergreen Turf Greens/driving Range Replacement | 6/29/21 | $219,295 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $615,955 |
| All other contributions, gifts, grants, and similar amounts not included above | $12,925 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $628,880 |
| Total Program Service Revenue | $7,219,266 |
| Investment income | $100,489 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $39,874 |
| Net Gain/Loss on Asset Sales | -$22,696 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $776,830 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $8,742,643 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| 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. | $205,264 |
| Compensation of current officers, directors, key employees. | $43,716 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,064,381 |
| Pension plan accruals and contributions | $68,267 |
| Other employee benefits | $383,254 |
| Payroll taxes | $218,378 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $12,639 |
| Fees for services: Accounting | $18,241 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $118,553 |
| Advertising and promotion | $37,645 |
| Office expenses | $219,268 |
| Information technology | $4,689 |
| Royalties | $0 |
| Occupancy | $1,484,149 |
| Travel | $47,240 |
| 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 | $1,224,680 |
| Insurance | $107,260 |
| All other expenses | $142,286 |
| Total functional expenses | $7,825,039 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $448,138 |
| Savings and temporary cash investments | $9,750,840 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $24,177 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $99,473 |
| Prepaid expenses and deferred charges | $267,643 |
| Net Land, buildings, and equipment | $13,318,317 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $4,120,647 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $28,029,235 |
| Accounts payable and accrued expenses | $566,920 |
| Grants payable | $0 |
| Deferred revenue | $4,528,662 |
| 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 | $8,156,460 |
| Total liabilities | $13,252,042 |
| Net assets without donor restrictions | $14,777,193 |
| Net assets with donor restrictions | $0 |
| 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 | $28,029,235 |
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| Organization Name | Assets | Revenue |
|---|---|---|
County Of Riverside Asset Leasing Corporation Riverside, CA | $424,339,421 | $18,501,020 |
City Of Glendale Municipal Property Corporation Glendale, AZ | $246,934,000 | $15,805,000 |
Downtown San Diego Partnership San Diego, CA | $3,005,866 | $9,913,958 |
El Dorado Community Service Center Santa Clarita, CA | $4,302,253 | $8,147,588 |
Sun City Oro Valley Community Association Inc Oro Valley, AZ | $28,029,235 | $8,742,643 |
Estrella Joint Committee Inc A Non-Profit Corporation Scottsdale, AZ | $5,462,539 | $8,224,629 |
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River City Food Bank Sacramento, CA | $2,903,146 | $5,371,581 |
Capacity Builders Inc Farmington, NM | $637,038 | $4,802,457 |