Totals
- Total revenue
- $9,250,246
- Total expenses
- $6,817,568
- Contributions and grants received
- $5,517,369
- Grants paid
- $38,337
- Program service revenue
- $3,571,791
- Investment income
- $172,060
- Other revenue
- -$10,974
- Total assets, end of year
- $15,416,612
- Total liabilities, end of year
- $1,050,493
- Net assets or fund balances, end of year
- $14,366,119
- Program services expenses (Part IX)
- $5,116,407
- Management and general expenses
- $942,532
- Fundraising expenses
- $758,629
- Program service expenses (Part III)
- $5,116,407
Program services were 75.0% 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
$97,223
-
1c · Fundraising events
$123,153
-
1e · Government grants (contributions)
$617,422
-
1f · All other contributions, gifts and grants
$4,679,571
-
1g · Noncash contributions included above
$30,909
-
2a · Program service revenue: PARTICIPANT FEES
total $3,517,247 · related or exempt $3,517,247
-
2b · Program service revenue: BENEFITNESS
total $44,740 · related or exempt $44,740
-
2c · Program service revenue: OTHER PROGRAM REVENUES
total $6,408 · related or exempt $6,408
-
2d · Program service revenue: FOOD SALES
total $3,396 · related or exempt $3,396
-
3 · Investment income
total $176,512 · excluded $176,512
-
6a · Gross rents
real property $1,505
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $1,505
-
6d · Net rental income or loss
total $1,505 · excluded $1,505
-
7a · Gross sales of assets other than inventory
securities $2,779,669 · other assets $39,155
-
7b · Less cost or other basis and sales expenses
securities $2,770,575 · other assets $52,701
-
7c · Gain or loss
securities $9,094 · other assets -$13,546
-
7d · Net gain or loss
total -$4,452 · excluded -$4,452
-
8a · Fundraising events: gross income
$50,436
-
8a · Fundraising events: contributions included on line 1c
$123,153
-
8b · Fundraising events: direct expenses
$72,853
-
8c · Net income from fundraising events
total -$22,417 · excluded -$22,417
-
9a · Gaming: gross income
$12,018
-
9b · Gaming: direct expenses
$2,080
-
9c · Net income from gaming
total $9,938 · excluded $9,938
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $38,337 · program services $38,337
-
5 · Compensation of officers, directors and key employees
total $655,891 · program services $166,945 · management and general $294,543 · fundraising $194,403
-
7 · Other salaries and wages
total $3,296,073 · program services $2,849,223 · management and general $256,140 · fundraising $190,710
-
8 · Pension plan contributions
total $24,700 · program services $24,700
-
9 · Other employee benefits
total $273,408 · program services $218,511 · management and general $28,209 · fundraising $26,688
-
10 · Payroll taxes
total $285,322 · program services $221,431 · management and general $38,126 · fundraising $25,765
-
11b · Fees: legal
total $2,195 · management and general $2,195
-
11c · Fees: accounting
total $37,600 · management and general $37,600
-
11f · Fees: investment management
total $891 · management and general $891
-
11g · Fees: other
total $425,684 · program services $220,548 · management and general $36,075 · fundraising $169,061
-
12 · Advertising and promotion
total $150,171 · program services $50,881 · management and general $30,075 · fundraising $69,215
-
14 · Information technology
total $90,044 · program services $48,826 · management and general $32,544 · fundraising $8,674
-
16 · Occupancy
total $393,756 · program services $365,363 · management and general $27,413 · fundraising $980
-
17 · Travel
total $68,236 · program services $62,642 · management and general $2,129 · fundraising $3,465
-
20 · Interest
total $12,582 · management and general $12,582
-
22 · Depreciation, depletion and amortization
total $355,278 · program services $279,307 · management and general $75,971
-
24a · Other expenses: FOOD AND BEVERAGE
total $289,246 · program services $288,591 · management and general $655
-
24b · Other expenses: SUPPLIES
total $203,984 · program services $157,395 · management and general $17,183 · fundraising $29,406
-
24c · Other expenses: EDUCATION AND SUBSCRIPT
total $68,099 · program services $49,578 · management and general $11,375 · fundraising $7,146
-
24d · Other expenses: MISCELLANEOUS
total $56,951 · program services $6,423 · management and general $30,456 · fundraising $20,072
-
24e · All other expenses
total $89,120 · program services $67,706 · management and general $8,370 · fundraising $13,044
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $478,901 · end of year $3,139,584
-
2 · Savings and temporary cash investments
beginning of year $577,614 · end of year $430,540
-
3 · Pledges and grants receivable
beginning of year $198,807 · end of year $856,591
-
4 · Accounts receivable
beginning of year $370,970 · end of year $346,673
-
8 · Inventories for sale or use
beginning of year $6,344 · end of year $8,527
-
9 · Prepaid expenses and deferred charges
beginning of year $72,460 · end of year $83,778
-
10a · Land, buildings and equipment: cost or other basis
$11,143,021
-
10b · Land, buildings and equipment: accumulated depreciation
$5,085,078
-
10c · Land, buildings and equipment, net
beginning of year $6,372,437 · end of year $6,057,943
-
11 · Investments: publicly traded securities
beginning of year $4,596,451 · end of year $4,351,090
-
12 · Investments: other securities
beginning of year $64,106 · end of year $67,468
-
15 · Other assets
beginning of year $75,821 · end of year $74,418
-
17 · Accounts payable and accrued expenses
beginning of year $397,467 · end of year $465,573
-
19 · Deferred revenue
beginning of year $100,246 · end of year $8,000
-
23 · Secured mortgages and notes payable
beginning of year $500,000 · end of year $497,750
-
25 · Other liabilities
beginning of year $120,793 · end of year $79,170
-
27 · Net assets without donor restrictions
beginning of year $8,397,709 · end of year $7,641,541
-
28 · Net assets with donor restrictions
beginning of year $3,297,696 · end of year $6,724,578
Mission and programs · 2024
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, (CONTINUED ON SCHEDULE O) ADULTS WITH DISABILITIES, CHILDREN, AND THE FAMILIES WHO CARE FOR THEM.
-
BENEVILLA ADULT LIFE ENRICHMENT DAY PROGRAMS PROVIDED OVER 122,700 HOURS OF CAREGIVER RESPITE IN 2024 BY SERVING 268 MEMBERS WITH SOCIAL, PHYSICAL, AND MENTAL STIMULATION INTEGRAL TO SUCCESSFUL AGING. EACH PROGRAM'S UNIQUENESS ADDRESSES THE SPECIFIC NEEDS OF OLDER ADULTS LIVING WITH ALZHEIMER'S DISEASE, CHRONIC ILLNESS, OR INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 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 AN ALTERNATIVE TO INSTITUTIONAL CARE AND HELPS OLDER ADULTS REMAIN INDEPENDENT AT HOME FOR AS LONG AS POSSIBLE.
Expenses $2,328,083 · Revenue $2,263,668
-
WIRTZIE'S PRESCHOOL AND CHILDCARE PROVIDES A SAFE AND NURTURING ENVIRONMENT FOR CHILDREN AGES SIX WEEKS TO FIVE YEARS OLD. CLASSES ARE DESIGNED TO PROVIDE AGE-APPROPRIATE, CHILD-DIRECTED ACTIVITIES THAT INSPIRE THEM TO LEARN AND DISCOVER THROUGH PLAY. WIRTZIE'S IS NATIONALLY ACCREDITED THROUGH THE NATIONAL ACCREDITATION COMMISSION FOR EARLY CARE AND EDUCATION PROGRAMS AND IN 2024, PROVIDED QUALITY CHILDCARE TO 167 CHILDREN. AN OPTIONAL INTERGENERATIONAL PROGRAM CONNECTS CHILDREN FROM WIRTZIE'S WITH OLDER ADULTS THROUGH OUR LIFE ENRICHMENT PROGRAM, WHO HAVE EARLY TO MODERTATE STAGES OF DEMENTIA FOR STRUCTURED, CREATIVE TIME TOGETHER. WIRTZIES PRESCHOOL AND CHILDCARE IS ALSO A 4-STAR RATED QUALITY FIRST PROGRAM WHICH MEANS THAT THIS PROGRAM HAS EXCEEDED THE STATE'S ESTABLISHED QUALITY STANDARDS AND DEMONSTRATES MANY PRACTIES ASSOCIATED WITH HIGH-QUALITY EARLY EDUCATION PROGRAMS.
Expenses $1,278,566 · Revenue $1,184,800
-
BENEFITNESS ADAPTIVE GYM PROVIDES AN INNOVATIVE AND EXCITING FITNESS SPACE TO HELP THOSE WHO HAVE DIFFERENT ABILITIES, SPECIAL CONSIDERATIONS, AND CHRONIC MEDICAL CONDITIONS. FITNESS AND WELLNESS GOALS ARE CUSTOMIZED TO MEET THE UNIQUE NEEDS OF EACH MEMBER AND CAREGIVER, THROUGH GROUP CLASSES AND PERSONAL TRAINING, ENSURING THAT EVERYONE HAS THE OPPORTUNITY TO IMPROVE THEIR HEALTH AND ENHANCE VITALITY. IN 2024, 200 MEMBERS ATTENDED ONE OF OVER 1,790 GROUP CLASSES AT BENEFITNESS AND OVER 1,020 PERSONAL TRAINING SESSIONS WERE HELD.
Expenses $419,144 · Grants $38,337 · Revenue $45,307
-
THE BENEVILLA CARES PROGRAM HELPS CONNECT OLDER ADULTS AND ADULTS WITH DISABILITIES, AND THEIR CAREGIVERS, TO RESOURCES AND ASSISTANCE TO MAINTAIN INDEPENDENCE AND QUALITY OF LIFE. BENEVILLA CARES OFFERS THREE PRIMARY PROGRAMS THAT ARE FREE OF CHARGE TO AREA RESIDENTS. THE HOME SERVICES PROGRAM ASSISTS MORE THAN 250 WEST VALLEY SENIORS AND ADULTS WITH DISABILITIES CAN CONTINUE LIVING BY PAIRING A BENEVILLA VOLUNTEER TO ASSIST WITH HOME-BASED SERVICES SUCH AS GROCERY SHOPPING, ASSISTED TRANSPORTATION TO MEDICAL APPOINTMENTS, MINOR HOME REPAIRS, BUSINESS ASSISTANCE AND FRIENDLY VISITORS/PHONE PAL VISITS. OUR INFORMATION AND RESOURCE SERVICE PROVIDES CRUCIAL SUPPORT TO OVER 2,400 OLDER AND VULNERABLE ADULTS AND THEIR CAREGIVERS ANNUALLY. AND LASTLY, BENEVILLA OFFERS FREE CAREGIVER SUPPORT GROUPS THAT MEET REGULARLY THROUGHOUT THE COMMUNITY SUCH AS LIFE DURING LOSS, REBUILDING LIFE AFTER LOSS, AND GENERAL CAREGIVING CAREGIVER SUPPORT.
Expenses $1,090,614 · Revenue $78,016
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Oana ConstantinescuOANA CONSTANTINESCU
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Brian LaurieBRIAN LAURIE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Chris ArlaudCHRIS ARLAUD
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Mike ZongolowiczMIKE ZONGOLOWICZ
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Shea Boulware-CreedSHEA BOULWARE-CREED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
John BridgfordJOHN BRIDGFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joe DeblasiJOE DEBLASI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erica DorwardERICA DORWARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Kirby KennedyDR KIRBY KENNEDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pastor Kim SternerPASTOR KIM STERNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bob SuhrBOB SUHR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry VeringLARRY VERING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joanne ByersJOANNE BYERS
CEO
- Total calculated
- $222,707
- From this org
- $187,432
- From related orgs
- $0
- Other
- $35,275
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $179,557
- Bonus
- $7,875
- Other
- $0
- Deferred
- $19,941
- Nontaxable benefits
- $15,334
- Filer's total
- $222,707
-
Anthony ValenciaANTHONY VALENCIA
COO
- Total calculated
- $163,048
- From this org
- $147,665
- From related orgs
- $0
- Other
- $15,383
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $147,665
- Bonus
- $0
- Other
- $0
- Deferred
- $7,713
- Nontaxable benefits
- $7,670
- Filer's total
- $163,048
-
Sara VillanuevaSARA VILLANUEVA
VICE-PRESIDENT OF DONOR RELATIONS
- Total calculated
- $141,767
- From this org
- $125,077
- From related orgs
- $0
- Other
- $16,690
- Hours/week
- 45
-
Courtney AllenCOURTNEY ALLEN
VICE-PRESIDENT OF PROGRAM OPERATIONS
- Total calculated
- $128,369
- From this org
- $116,575
- From related orgs
- $0
- Other
- $11,794
- 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 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 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 4A
- ANTHONY VALENCIA RECEIVED A SERVERANCE PACKAGE IN THE AMOUNT OF $82,926
- 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 $1,307,772 · assets $17,482
Directly controlled by SUN CITY INTERFAITH SERVICES INC
-
BIRT'S BISTRO LLC
RESTAURANT · AZ · income $0 · assets $54,553
Directly controlled by SUN CITY INTERFAITH SERVICES INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 3 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513109349301936
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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