Totals
- Total revenue
- $6,856,577
- Total expenses
- $6,914,106
- Contributions and grants received
- $4,075,244
- Grants paid
- $0
- Program service revenue
- $2,650,779
- Investment income
- $119,736
- Other revenue
- $10,818
- Total assets, end of year
- $13,438,867
- Total liabilities, end of year
- $1,063,431
- Net assets or fund balances, end of year
- $12,375,436
- Program services expenses (Part IX)
- $5,483,787
- Management and general expenses
- $935,316
- Fundraising expenses
- $495,003
- Program service expenses (Part III)
- $5,483,787
Program services were 79.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$22,630
-
1c · Fundraising events
$85,850
-
1e · Government grants (contributions)
$2,676,629
-
1f · All other contributions, gifts and grants
$1,290,135
-
2a · Program service revenue: PARTICIPANT FEES
total $2,639,509 · related or exempt $2,639,509
-
2b · Program service revenue: FOOD SALES
total $11,270 · related or exempt $3,703 · unrelated business $7,567
-
3 · Investment income
total $116,670 · excluded $116,670
-
7a · Gross sales of assets other than inventory
securities $52,697
-
7b · Less cost or other basis and sales expenses
securities $49,631
-
7c · Gain or loss
securities $3,066
-
7d · Net gain or loss
total $3,066 · excluded $3,066
-
8a · Fundraising events: gross income
$37,275
-
8a · Fundraising events: contributions included on line 1c
$85,850
-
8b · Fundraising events: direct expenses
$52,638
-
8c · Net income from fundraising events
total -$15,363 · excluded -$15,363
-
9a · Gaming: gross income
$11,365
-
9b · Gaming: direct expenses
$4,668
-
9c · Net income from gaming
total $6,697 · excluded $6,697
-
11a · Other revenue: OTHER INCOME
total $19,484 · related or exempt $19,484
-
11e · Other revenue, total
$19,484
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $601,073 · program services $149,496 · management and general $271,793 · fundraising $179,784
-
7 · Other salaries and wages
total $3,484,733 · program services $2,566,868 · management and general $772,405 · fundraising $145,460
-
8 · Pension plan contributions
total $60,565 · program services $41,422 · management and general $19,143
-
9 · Other employee benefits
total $196,514 · program services $119,421 · management and general $68,198 · fundraising $8,895
-
10 · Payroll taxes
total $297,224 · program services $200,814 · management and general $73,277 · fundraising $23,133
-
11f · Fees: investment management
total $19,130 · management and general $19,130
-
11g · Fees: other
total $466,345 · program services $200,109 · management and general $243,332 · fundraising $22,904
-
12 · Advertising and promotion
total $87,851 · program services $47,620 · management and general $28,007 · fundraising $12,224
-
13 · Office expenses
total $214,932 · program services $118,746 · management and general $30,438 · fundraising $65,748
-
14 · Information technology
total $90,404 · program services $47,704 · management and general $37,200 · fundraising $5,500
-
16 · Occupancy
total $322,605 · program services $265,728 · management and general $56,877
-
17 · Travel
total $77,034 · program services $71,647 · management and general $4,411 · fundraising $976
-
19 · Conferences, conventions and meetings
total $58,769 · program services $29,890 · management and general $24,314 · fundraising $4,565
-
20 · Interest
total $13,750 · management and general $13,750
-
22 · Depreciation, depletion and amortization
total $425,544 · program services $295,282 · management and general $130,262
-
24a · Other expenses: IN-KIND FACILITIES, SER
total $135,891 · program services $102,377 · management and general $19,591 · fundraising $13,923
-
24b · Other expenses: SUPPLIES
total $127,416 · program services $104,653 · management and general $19,754 · fundraising $3,009
-
24c · Other expenses: FOOD AND BEVERAGE
total $112,072 · program services $112,072
-
24d · Other expenses: MISCELLANEOUS
total $60,345 · program services $8,685 · management and general $51,660
-
24e · All other expenses
total $61,909 · program services $1,001,253 · management and general -$948,226 · fundraising $8,882
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $281,869 · end of year $436,167
-
2 · Savings and temporary cash investments
beginning of year $2,886,175 · end of year $925,306
-
3 · Pledges and grants receivable
beginning of year $3,755 · end of year $687,793
-
4 · Accounts receivable
beginning of year $401,202
-
8 · Inventories for sale or use
beginning of year $7,294 · end of year $7,634
-
9 · Prepaid expenses and deferred charges
beginning of year $47,969 · end of year $46,683
-
10a · Land, buildings and equipment: cost or other basis
$10,969,378
-
10b · Land, buildings and equipment: accumulated depreciation
$4,496,279
-
10c · Land, buildings and equipment, net
beginning of year $6,662,700 · end of year $6,473,099
-
11 · Investments: publicly traded securities
beginning of year $3,949,585 · end of year $4,673,636
-
12 · Investments: other securities
beginning of year $71,299 · end of year $60,786
-
15 · Other assets
beginning of year $0 · end of year $127,763
-
17 · Accounts payable and accrued expenses
beginning of year $456,229 · end of year $868,183
-
19 · Deferred revenue
beginning of year $17,442 · end of year $22,200
-
23 · Secured mortgages and notes payable
beginning of year $6,249
-
24 · Unsecured notes and loans payable
beginning of year $493,751
-
25 · Other liabilities
beginning of year $49,691 · end of year $173,048
-
27 · Net assets without donor restrictions
beginning of year $9,819,367 · end of year $9,354,916
-
28 · Net assets with donor restrictions
beginning of year $3,469,119 · end of year $3,020,520
Mission and programs · 2022
Mission
BENEVILLA ENRICHES LIVES OF WEST VALLEY RESIDENTS BY SERVING OLDER ADULTS, ADULTS WITH DISABILITIES, CHILDREN, AND THE FAMILIES WHO CARE FOR THEM.
Activities or mission (Part I)
BENEVILLA ENRICHES LIVES OF WEST VALLEY RESIDENTS BY SERVING OLDER ADULTS, ADULTS, WITH DISABILITIES, CHILDREN, AND THE FAMILIES WHO CARE FOR THEM.
-
ADULT LIFE ENRICHMENT PROGRAMS: FOUR ADULT LIFE ENRICHMENT DAY PROGRAMS IN THE NORTHWEST VALLEY PROVIDING SOCIAL, PHYSICAL, AND MENTAL STIMULATION INTEGRAL TO SUCCESSFUL AGING. EACH PROGRAM'S UNIQUINESS ADDRESSES THE SPECIFIC NEEDS OF OLDER ADULTS LIVING WITH ALZHEIMER'S DISEASE, CHRONIC ILLNESS, OR INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. OUR SERVICE AREA INCLUDES THE CITIES OF EL MIRAGE, GLENDALE, PEORIA, SUN CITY, SUN CITY WEST, AND SURPRISE. WE PARTNER WITH THE AREA AGENCY ON AGING, VETERANS ADMINISTRATION, ARIZONA DEPARTMENT OF ECONOMIC SECURITY, FIRST THINGS FIRST, AND MANY OTHER ORGANIZATIONS TO MAXIMIZE OUR SERVICE TO AREA RESIDENTS, FOR PEOPLE WHO MIGHT BE AT RISK TO DEVELOP ALZHEIMER'S. ALL FOUR OF OUR LIFE ENRICHMENT DAY PROGRAMS ARE ACCREDITED THROUGH CARF (COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES), EXCEED THE EXPECTATIONS OF THE DEPARTMENT OF HEALTH SERVICES AND MAINTAIN BEST PRACTICES IN THE FIELD OF ADULT DAY SERVICES. EACH PROGRAM PROVIDES ANALTERNATIVE TO INSTITUTIONAL CARE AND HELPS OLDER ADULTS REMAIN INDEPENDENT AT HOME FOR AS LONG AS POSSIBLE.
Expenses $2,390,546 · Revenue $2,639,509
-
WIRTZIE'S CHILD DEVELOPMENT CENTER: THE WIRTZIE'S GOAL IS TO PROVIDE A COMMUNITY WHERE RELATIONSHIPS ARE BUILT AND EVERYONE CONTRIBUTES AND BELONGS. BECAUSE EACH CHILD IS UNIQUE, THE WIRTZIE'S CURRICULUM IS DESIGNED TO FIND THE OPTIMAL BALANCE OF STRUCTURE AND FREEDOM FOR A CHILD'S PARTICULAR NEEDS. THE PROGRAM IS CERTIFIED RATED 4 STARS THROUGH QUALITY FIRST AND IS NATIONALLY ACCREDITED FROM THE NATIONAL ACCREDITATION COMMISSION FOR EARLY CARE AND EDUCATION PROGRAMS.
Expenses $1,019,772
-
FAMILY RESOURCE CENTER: THE FAMILY RESOURCE CENTER WORKS TO STRENGTHEN FAMILIES WITH CHILDREN FIVE YEARS AND UNDER. THE PROGRAM OFFERS CLASSES, EVENTS AND A LIBRARY OF COMMUNITY RESOURCES. FAMILIES SERVED INCLUDING GRANDPARENTS RAISING GRANDCHILDREN. THE SERVICE TERRITORIES INCLUDE THE NORTHWEST MARICOPA REGION INCLUDING GLENDALE, PEORIA, SUN CITIES, SURPRISE, EL MIRAGE, WADDELL, WITTMAN, WICKENBURG, MORRISTOWN AND AGUILA.
Expenses $720,768
-
VOLUNTEER HOME SERVICES: VOLUNTEERS ARE THE HEARTS AND HANDS OF BENEVILLA BY PROVIDING ASSISTED TRANSPORTATION TO MEDICAL APPOINTMENTS, GROCERY SHOPPING, FRIENDLY VISITORS, HANDYMAN SERVICES, BUSINESS ASSISTANCE, AND PHONE PALS. VOLUNTEERS PROVIDE 10,642 HOURS OF SERVICE. IN 2020, BENEVILLA FREE HOME SERVICES PROGRAM PROVIDED MUCH NEEDED SERVICES TO SENIORS TRAPPED IN ISOLATION DURING THE COVID-19 PANDEMIC. 1,138 GROCERY DELIVERIES WERE MADE AND 1,818 RIDES WERE GIVEN TO COMMUNITY MEMBERS IN THE WEST VALLEY.TRANSPORTATION: MEMBERS ARE TRANSPORTED TO OUR ADULT LIFE ENRICHMENT DAY PROGRAMS AND BACK TO THEIR HOMES AT THE END OF THEIR STAY EACH DAY. OUR DEDICATED TRANSPORTATION SPECIALISTS TRANSPORT OUR MEMBERS ARM IN ARM AND THEY ARE SPECIALLY TRAINED TO WORK WITH OLDER ADULTS WITH CHRONIC ILLNESS. THEY ARE COMPASSIONATE AND ENJOY THEIR MEMBERS AND GET TO KNOW THEFAMILIES THAT THEY SERVE. DUE TO COVID 19 WE TEMPORARILY STOPPED PROVIDING TRANSPORTATION TO OUR ADULT LIFE ENRICHMENT PROGRAMS.BENVILLA C.A.R.E.S. INFO & RESOURCE SPECIALISTS: BENEVILLA PROVIDES EDUCATION AND INFORMATION TO COMMUNITY FREE OF CHARGE. RESOURCE SPECIALISTS CAN ANSWER A WIDE VARIETY OF QUESTIONS LIKE, HOW TO FIND A RIDE TO THE DOCTOR OR HOW TO FIND A REPUTABLE HOME CARE SERVICE. HIGHLY TRAINED RESOURCE SPECIALISTS HAVE ACCESS TO A DATABASE OF OVER 1,000 PROVIDERS AND AGENCIES, INCLUDING BENEVILLA MEMBER AND VOLUNTEER SERVICES, COMMUNITY BUSINESSES, GOVERNMENT AGENCIES, AND OTHER RESOURCES TO HELP THE COMMUNITY WE SERVE REMAIN INDEPENDENT AT HOME. IN 2020, 1,658 COMMUNITY MEMBERS CONTINUED TO REACH OUT FOR VALUABLE AND VETTED RESOURCES AND GUIDANCE THROUGH OUR BENEVILLA C.A.R.E.S. PROGRAM.VOLUNTARY RECRUITMENT: VOLUNTEERS ARE CRUCIAL IN MAKING THE MISSION OF BENEVILLA A REALITY BYNEIGHBORS HELPING NEIGHBORS. IN 2020, 201 DEDICATED BENEVILLA VOLUNTEERS YEARNED TO SUPPORT THEIR NEIGHBORS IN NEED AND CONTINUED TO PROVIDE VITAL SERVICES WHERE THEY COULD. VOLUNTEERS FIND A VARIETY OF OPPORTUNITIES TO MAKE A MEANINGFUL DIFFERENCE AND DEVELOP CLOSE RELATIONSHIPS THAT WILL ENRICH THEIR LIFE AND THE LIVES OF OTHERS.CAREGIVER SUPPORT GROUPS: TAKING CARE OF SOMEONE CAN BE DIFFICULT. BENEVILLA SUPPORT GROUPS OFFER FRIENDS WHO CAN RELATE TO YOUR DAILY UPS AND DOWNS AND PROFESSIONALS WHO OFFER INFORMATION AND ASSISTANCE. IN 2020, BENEVILLA PROVIDED SUPPORT TO 1,144 CAREGIVERS IN THE COMMUNITY, FREE OF CHARGE. CONNECTING WITH PEERS WHO ARE GOING THROUGH SIMILAR EXPERIENCES CAN MAKE A POSITIVE IMPACT ON THE CAREGIVER'S LIFE. CAREGIVERS ALSO BENEFIT SUN CITY AREA INTERFAITH SERVICES, INC. 86-0404687 FROM HEARING SPEAKERS WHO CAN EDUCATE AND PROVIDE ANSWERS TO MANY QUESTIONS. BENEVILLA ALSO PROVIDED 268 LIFE COACHING SESSIONS TO THOSE SEEKING ONE-ON-ONE GUIDANCE AND SUPPORT.OTHER SERVICES INCLUDE INTAKE, FOOD SERVICES AND BENEFITNESS.
Expenses $1,352,701 · Revenue $23,187
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Birt KellamBIRT KELLAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Conrad GraffCONRAD GRAFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dick StuckeyDICK STUCKEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erica DorwardERICA DORWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe DeblasiJOE DEBLASI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John BridgfordJOHN BRIDGFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry VeringLARRY VERING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Lora JohnsonLORA JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Merlyn CarlsonMERLYN CARLSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Oana ConstantinescuOANA CONSTANTINESCU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike ZongolowiczMIKE ZONGOLOWICZ
TREASURY
- Total calculated
- $0
- Hours/week
- 1
-
Brian LaurieBRIAN LAURIE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kim SternerKIM STERNER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Shannon ArriolaSHANNON ARRIOLA
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Joanne ThomsonJOANNE THOMSON
CEO
- Total calculated
- $207,869
- From this org
- $192,196
- From related orgs
- $0
- Other
- $15,673
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $166,446
- Bonus
- $25,750
- Other
- $0
- Deferred
- $7,735
- Nontaxable benefits
- $7,938
- Filer's total
- $207,869
-
Anthony ValenciaANTHONY VALENCIA
COO
- Total calculated
- $148,916
- From this org
- $138,442
- From related orgs
- $0
- Other
- $10,474
- Hours/week
- 45
-
Sara VillanuevaSARA VILLANUEVA
VICE-PRESIDENT OF DONOR RELATIONS
- Total calculated
- $130,470
- From this org
- $121,153
- From related orgs
- $0
- Other
- $9,317
- Hours/week
- 45
-
Courtney AllenCOURTNEY ALLEN
VICE-PRESIDENT OF PROGRAM OPERATIONS
- Total calculated
- $113,817
- From this org
- $105,789
- From related orgs
- $0
- Other
- $8,028
- Hours/week
- 45
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THE CEO RECEIVED A BONUS BASED ON A BONUS PLAN, DEVELOPED BY THE BOARD OF DIRECTORS, WHICH INCLUDED SEVERAL METRICS, BOTH FINANCIAL AND NON-FINANCIAL.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ICC CHILD CARE LLC DBA WIRTZIE'S CHILD DEVELOPMENT CENTER
CHILD CARE AND PRESCHOOL 6 MOS TO 5 YEARS OLD · AZ · income $947,350
Directly controlled by SUN CITY INTERFAITH SERVICES INC
-
BIRT'S BISTRO LLC
RESTAURANT · AZ · income $380,255 · assets $63,779
Directly controlled by SUN CITY INTERFAITH SERVICES INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343109349300704
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.