Totals
- Total revenue
- $1,030,474
- Total expenses
- $701,914
- Contributions and grants received
- $311,752
- Grants paid
- $78,736
- Program service revenue
- $313,651
- Investment income
- $333,198
- Other revenue
- $71,873
- Total assets, end of year
- $3,221,599
- Total liabilities, end of year
- $10,904
- Net assets or fund balances, end of year
- $3,210,695
- Program services expenses (Part IX)
- $523,794
- Management and general expenses
- $146,082
- Fundraising expenses
- $32,038
- Program service expenses (Part III)
- $523,794
Program services were 74.6% 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.
-
1f · All other contributions, gifts and grants
$311,752
-
2a · Program service revenue: MEETING SPACE FEES
total $168,498 · related or exempt $168,498
-
2b · Program service revenue: THRIFT SHOP
total $145,153 · related or exempt $145,153
-
3 · Investment income
total $275,055 · related or exempt $275,055
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $361,698
-
7b · Less cost or other basis and sales expenses
securities $303,555
-
7c · Gain or loss
securities $58,143
-
7d · Net gain or loss
total $58,143 · related or exempt $58,143
-
8a · Fundraising events: gross income
$102,449
-
8b · Fundraising events: direct expenses
$40,700
-
8c · Net income from fundraising events
total $61,749 · excluded $61,749
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: COFFEE & COPIER SALES
total $10,124 · related or exempt $10,124
-
11b · Other revenue: PICKLEBALL
-
11e · Other revenue, total
$10,124
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $78,736 · program services $78,736
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $85,014 · program services $38,256 · management and general $42,507 · fundraising $4,251
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $195,057 · program services $175,579 · management and general $9,558 · fundraising $9,920
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $21,557 · program services $9,700 · management and general $10,779 · fundraising $1,078
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $6,765 · management and general $6,765
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $48,421 · program services $38,736 · management and general $9,685
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $141,089 · program services $98,762 · management and general $36,401 · fundraising $5,926
-
23 · Insurance
total $28,906 · program services $19,367 · management and general $9,539
-
24a · Other expenses: EQUIPMENT RENTAL/MAINT
total $38,644 · program services $25,892 · management and general $12,752
-
24b · Other expenses: HELPING HANDS EQUIPMENT
total $13,208 · program services $13,208
-
24c · Other expenses: FUND DRIVE
total $10,741 · fundraising $10,741
-
24d · Other expenses: PUBLIC RELATIONS
total $10,268 · program services $8,728 · management and general $1,540
-
24e · All other expenses
total $23,508 · program services $16,830 · management and general $6,556 · fundraising $122
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $57,981 · end of year $175,547
-
2 · Savings and temporary cash investments
beginning of year $191,708 · end of year $66,610
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$4,677,786
-
10b · Land, buildings and equipment: accumulated depreciation
$3,530,778
-
10c · Land, buildings and equipment, net
beginning of year $1,250,050 · end of year $1,147,008
-
11 · Investments: publicly traded securities
beginning of year $1,393,080 · end of year $1,832,434
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $10,684 · end of year $10,904
-
27 · Net assets without donor restrictions
beginning of year $2,658,525 · end of year $2,941,745
-
28 · Net assets with donor restrictions
beginning of year $223,610 · end of year $268,950
Mission and programs · 2023
Mission
THE SUN CITY WEST FOUNDATION WAS ESTABLISHED TO PROMOTE AND SUPPORT CHARITABLE, EDUCATIONAL, AND SERVICE ACTIVITIES AND ORGANIZATIONS THAT SERVE THE COMMUNITY.
-
A COMMUNITY CENTER IS MAINTAINED FOR THE RESIDENTS AND OTHER NON-PROFIT ORGANIZATIONS OF SUN CITY WEST, ARIZONA.
Expenses $319,887
-
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.
Expenses $203,907
-
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, 2024, THE AMOUNT WAS $88,934.
As filed on the 2023 return.
Listed in Part VII
-
PATRICIA ROWAN
Executive Direc
- Total calculated
- $85,013
- From this org
- $85,013
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
JAY ANDERKIN
Director
- Total calculated
- $0
- Hours/week
- 0
-
TERRY HAMMAN
Vice President
- Total calculated
- $0
- Hours/week
- 0
-
MARK HOCHSTATTER
Treasurer
- Total calculated
- $0
- Hours/week
- 0
-
DICK LIVENGOOD
Past President
- Total calculated
- $0
- Hours/week
- 0
-
ROBERT WILSON
President
- Total calculated
- $0
- Hours/week
- 0
-
KAREN BATTAGLIA
Director
- Total calculated
- $0
- Hours/week
- 0
-
LAURIE DEEG
Director
- Total calculated
- $0
- Hours/week
- 1
-
ROSEMARY DOUGHERTY
Secretary
- Total calculated
- $0
- Hours/week
- 0
-
ALAN SCHLEMMER
Director
- Total calculated
- $0
- Hours/week
- 0
-
DAN HERN
Director
- Total calculated
- $0
- Hours/week
- 0
-
SHEILA WATSON
Director
- Total calculated
- $0
- Hours/week
- 0
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 17 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530769349300333
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.