Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Sun Lakes Country Club Charitable Trust
EIN 26-1879961 • 501(c)3 • Banning, CA
Profile
CHARITABLE TRUST
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
56th percentile
Higher net margin than 56% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
44th percentile
Faster revenue growth than 44% of similar nonprofits.
Balance Sheet
Assets
Up$23,996
Up $4,078 (+20%) from 2023
Liabilities
Down$0
Down $2,590 (-100%) from 2023
Net Assets
Up$23,996
Up $6,668 (+38%) from 2023
Revenue
Down$141,334
Down $11,742 (-7.7%) from 2023
Expenses
Down$134,666
Down $4,576 (-3.3%) from 2023
Net Income
Down$6,668
Down $7,166 (-52%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $23,996
- Liabilities
- $0
- Net assets
- $23,996
- Revenue
- $141,334
- Expenses
- $134,666
- Net income
- $6,668
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Apr 10, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $141,334
Mission and Program Overview
Mission
CHARITABLE TRUST
Program Services
| Description | Grants | Expenses |
|---|---|---|
| ORGANIZED AND OPERATED BY VOLUNTEERS EXCLUSIVELY FOR CHARITABLE 501(C)(3) PURPOSES TO HELP MEET THE NEEDS IN OUR COMMUNITY AND THE GREATER SAN GORGONIO PASS AREA. | - | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAVID M KEALY | President | PT | $0 | - | - |
| DAVID PUCKETT | Treasurer | PT | $0 | - | - |
| NANCY KADOLPH | Secretary | PT | $0 | - | - |
| MICHELLE WALTERS | Co-President | - | $0 | - | - |
| BOB WALTER | Board Member | - | $0 | - | - |
| BEVERLY SIMMONS | Board Member | - | $0 | - | - |
| DIANE AARHUS | Board Member | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Sun Lakes Country Club Charitable Trust
- EIN
- 26-1879961
- In Care Of
- % DAVID PUCKETT
- Phone
- 9518458134
- Address
- 300 S HIGHLAND SPRINGS STE 6C - 179, BANNING, CA 92220
Signing Officer
- Name
- David Puckett
- Title
- Treasurer
- Phone
- 9518458134
- Signed
- 2025-04-10
- Discuss with paid preparer
- No
Preparer
- Firm
- Gino Demonacos Tax Service
- Address
- 6141 MYRTLE BEACH DRIVE, BANNING, CA 92220
- Preparer
- Eugene R Demonaco
- Phone
- 6263354400
Supplemental Narrative
Additional Explanations
Description of other revenue Part I line 8
“Description AmountORDINARY INCOME ENDOWMENT 10,286PUTTING EVENT 2,102GOLF MONSTER SCRAMBLE 11,237HAPPY HOUR KICK OFF 8,109FRIDAY NIGHT GALA 1,500PANCAKE BREAKFAST 6,359DRINK TICKETS SALES 2,166HELICOPTER RIDE RAFFLE 4,305SUNDAY GOLF EVENT 25,642GOLF CART RAFFLE 15,000FASHION SHOW 14,515HELICOPTER BALL DROP 10,600CHARITY WEEK RAFFLE 10,405PROGRAM BOOK SALES 7,340ENGLISH TEA EVENT 6,935PICKLE BALL TOURNAMENT 1,083GOLF SHOOT OUT TOURNAMENT 1,540FOOD INCOME 500SUNDAY AT AUGUSTA EVENT 1,710”
Description of other expenses Part I line 16
“Description AmountGRANTS 58,800ADMINISTRATION 4,910PRINTING 6,701PANCAKE BREAKFAST 61GOLF EVENTS 31,549BEVERAGE EXPENSE 10,639FASHION SHOW 10,276HELICOPTER RIDE / BALL DROP 5,092OTHER EVENTS 3,119EXPENSE ADJUSTMENT 3,519”
Description of total liabilities Part II line 26
“Category Beginning of Year End of YearLIABILITY ADJUSTMENT 2,590 0”
Raw XML Appendix157 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DAVID PUCKETT |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9093686582 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1500 LAS COLINAS AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BANNING |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 92220 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 19918 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 23996 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 6668 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 19918 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 23996 |
| IRS990EZ/GrossReceiptsAmt | 0 | 141334 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 17328 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 23996 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 17328 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 23996 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAVID M KEALY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAVID PUCKETT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | NANCY KADOLPH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | MICHELLE WALTERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | BOB WALTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | BEVERLY SIMMONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | DIANE AARHUS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CO-PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 134666 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 141334 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | CHARITABLE TRUST |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ORGANIZED AND OPERATED BY VOLUNTEERS EXCLUSIVELY FOR CHARITABLE 501(C)(3) PURPOSES TO HELP MEET THE NEEDS IN OUR COMMUNITY AND THE GREATER SAN GORGONIO PASS AREA. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 2590 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 134666 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 141334 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | SUNLAKESCHARITY.ORG |
| IRS990ScheduleA/CommunityTrustInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 10286 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6067 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2664 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 16694 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 26770 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 62481 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 10286 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6067 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2664 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 16694 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 26770 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 62481 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.50000 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.51840 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 62481 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 10286 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 6067 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2664 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 16694 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 26770 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 62481 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 124962 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountORDINARY INCOME ENDOWMENT 10,286PUTTING EVENT 2,102GOLF MONSTER SCRAMBLE 11,237HAPPY HOUR KICK OFF 8,109FRIDAY NIGHT GALA 1,500PANCAKE BREAKFAST 6,359DRINK TICKETS SALES 2,166HELICOPTER RIDE RAFFLE 4,305SUNDAY GOLF EVENT 25,642GOLF CART RAFFLE 15,000FASHION SHOW 14,515HELICOPTER BALL DROP 10,600CHARITY WEEK RAFFLE 10,405PROGRAM BOOK SALES 7,340ENGLISH TEA EVENT 6,935PICKLE BALL TOURNAMENT 1,083GOLF SHOOT OUT TOURNAMENT 1,540FOOD INCOME 500SUNDAY AT AUGUSTA EVENT 1,710 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description AmountGRANTS 58,800ADMINISTRATION 4,910PRINTING 6,701PANCAKE BREAKFAST 61GOLF EVENTS 31,549BEVERAGE EXPENSE 10,639FASHION SHOW 10,276HELICOPTER RIDE / BALL DROP 5,092OTHER EVENTS 3,119EXPENSE ADJUSTMENT 3,519 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Category Beginning of Year End of YearLIABILITY ADJUSTMENT 2,590 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other revenue Part I line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Description of total liabilities Part II line 26 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID PUCKETT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9518458134 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-04-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SUN LAKES COUNTRY CLUB CHARITABLE TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SUNL |
| ReturnHeader/Filer/EIN | 0 | 261879961 |
| ReturnHeader/Filer/InCareOfNm | 0 | % DAVID PUCKETT |
| ReturnHeader/Filer/PhoneNum | 0 | 9518458134 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 300 S HIGHLAND SPRINGS STE 6C - 179 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | BANNING |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 92220 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GINO DEMONACOS TAX SERVICE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6141 MYRTLE BEACH DRIVE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BANNING |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 92220 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6263354400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-04-14 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | EUGENE R DEMONACO |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2025-04-14T16:03:42-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.