Civic Intelligence

Sunstate Equipment Foundation

990 • Fiscal year 2020 • EIN 47-5301530

Apr 01, 2019 to Mar 31, 2020 • Filed on Oct 06, 2020

Organization Profilewww.sunstatefoundation.com
5552 E Washington StreetPhoenix, AZ 85034

(602) 683-2259

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.00x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

69th percentile

20%

Higher net margin than 69% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

19%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

-15%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$362,843

Up $56,817 (+19%) from 2019

Net Assets

Up

$362,523

Up $56,497 (+18%) from 2019

Liabilities

Up

$320

Up $320 from 2019

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin69th percentile

Revenue

Down

$282,687

Down $49,103 (-15%) from 2019

Expenses

Up

$226,190

Up $50,939 (+29%) from 2019

Net Income

Down

$56,497

Down $100,042 (-64%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2016: $1Liabilities 2016: $02016Assets 2017: $81,580Liabilities 2017: $02017Assets 2018: $149,519Liabilities 2018: $0Net Assets 2018: $149,5192018Assets 2019: $306,026Liabilities 2019: $0Net Assets 2019: $306,0262019Assets 2020: $362,843Liabilities 2020: $320Net Assets 2020: $362,5232020Assets 2021: $382,414Liabilities 2021: $0Net Assets 2021: $382,4142021Assets 2022: $440,369Liabilities 2022: $0Net Assets 2022: $440,3692022Assets 2023: $434,606Liabilities 2023: $0Net Assets 2023: $434,6062023Assets 2024: $457,078Liabilities 2024: $0Net Assets 2024: $457,0782024Assets 2025: $441,520Liabilities 2025: $850Net Assets 2025: $440,6702025

Highlighted filing

2020

Assets$362,843
Liabilities$320
Net Assets$362,523
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $106,705Expenses 2017: $25,125Net Income 2017: $81,5802017Revenue 2018: $235,289Expenses 2018: $167,350Net Income 2018: $67,9392018Revenue 2019: $331,790Expenses 2019: $175,251Net Income 2019: $156,5392019Revenue 2020: $282,687Expenses 2020: $226,190Net Income 2020: $56,4972020Revenue 2021: $290,699Expenses 2021: $270,808Net Income 2021: $19,8912021Revenue 2022: $264,620Expenses 2022: $206,665Net Income 2022: $57,9552022Revenue 2023: $280,423Expenses 2023: $284,386Net Income 2023: -$3,9632023Revenue 2024: $364,888Expenses 2024: $342,416Net Income 2024: $22,4722024Revenue 2025: $361,043Expenses 2025: $377,451Net Income 2025: -$16,4082025

Highlighted filing

2020

Revenue$282,687
Expenses$226,190
Net Income$56,497
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Oct 6, 2020
Return Version
2019v5.1
Gross Receipts
$282,687
Mission and Program Overview

Mission

The sunstate equipment foundation was formed for the purpose of making a meaningful impact in our communities through grants to charities and volunteer work provided by sunstate equipment co., llc and its employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$306,026$291,090▼ $14,936
Pledges and Grants Receivable-$71,753-
Total Assets$306,026$362,843▲ $56,817
Liabilities
Accounts Payable and Accrued Expenses-$320-
Total Liabilities$0$320▲ $320
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$306,026$362,523▲ $56,497
Total Net Assets Fund Balance$306,026$362,523▲ $56,497
Total Liabilities and Net Assets / Fund Balance$306,026$362,843▲ $56,817
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Chris WattsPresident
Garth PriceVice President
Larry CoxSecretary Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$282,374
Program Service Revenue
$0
Investment Income
$313
Other Revenue
$0
All Other Contributions
$282,374
Change in Net Assets
$56,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$223,956
Other Expenses$2,234
Total Fundraising Expense$46
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$223,956--$223,956
Fees for Services Accounting-$2,095-$2,095
Office Expenses$47$46$46$139
Total Functional Expenses$224,003$2,141$46$226,190
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
YmcaPhoenix, AZ501c3Operational support$171,980
American Heart AssocIrvine, CA501c3Medical Aid and Research$15,000
Cancer Society - LASanta Ana, CA501c3Medical Aid and Research$10,000
Lonesome Dove RanchWylie, TX501c3Disadvantaged children / adults$10,000
Wheelchairs for WarriorsLeague City, TX501c3Military / veterans assistance$10,000
Others 5K and under----
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 7A

“Sunstate equipment co. Llc appoints employees of its company to act as officers and directors for the foundation on a volunteer basis. These volunteer employees review applications from charities and the board makes a final determination based on need and funds available.”

Form 990, Part VI, Section B, Line 8B

“There are no committees with the authority to act on behalf of the governing body”

Form 990, Part VI, Section B, Line 11C

“The organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.”

Form 990, Part VI, Section B, Line 12C

“At each board and committee meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.”

Form 990, Part VI, Section B, Line 15A B

“The board may hire and compensate individuals for necessary services rendered to the organization so long as such compensation is reasonable. The board shall determine reasonable compensation amounts based upon compensation paid by similarly situated nonprofits for like services. Currently, all directors are volunteers.”

Form 990, Part VI, Section C, Line 18 19

“The organization will provide, in a timely manner, copies of its tax return and governing documents including its conflict of interest policies when requested in writing or in person.”

Filing and Contact Details

Filer

Filer Name
Sunstate Equipment Foundation
EIN
47-5301530
Phone
6026832259
Address
5552 E WASHINGTON STREET, PHOENIX, AZ 85034

Signing Officer

Name
Garth Price
Title
Vice President
Signed
2020-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Watts
Formed
2015
Legal Domicile
Az
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All recipients of grants are required to fill out a grant follow up form which details how the funds were used, and if they were used in any way other than specified in the original application request.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUNSTATE EQUIPMENT CO. LLC APPOINTS EMPLOYEES OF ITS COMPANY TO ACT AS OFFICERS AND DIRECTORS FOR THE FOUNDATION ON A VOLUNTEER BASIS. THESE VOLUNTEER EMPLOYEES REVIEW APPLICATIONS FROM CHARITIES AND THE BOARD MAKES A FINAL DETERMINATION BASED ON NEED AND FUNDS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT EACH BOARD AND COMMITTEE MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD MAY HIRE AND COMPENSATE INDIVIDUALS FOR NECESSARY SERVICES RENDERED TO THE ORGANIZATION SO LONG AS SUCH COMPENSATION IS REASONABLE. THE BOARD SHALL DETERMINE REASONABLE COMPENSATION AMOUNTS BASED UPON COMPENSATION PAID BY SIMILARLY SITUATED NONPROFITS FOR LIKE SERVICES. CURRENTLY, ALL DIRECTORS ARE VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, COPIES OF ITS TAX RETURN AND GOVERNING DOCUMENTS INCLUDING ITS CONFLICT OF INTEREST POLICIES WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15a b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 18 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Equipment Rental/Sales
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Sunstate Equipment Co LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt05552 E Washington St
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Phoenix
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd085034
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0306026
IRS990/TotalAssetsEOYAmt0362843
IRS990/TotalAssetsGrp/BOYAmt0306026
IRS990/TotalAssetsGrp/EOYAmt0362843
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0282374
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt046
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02141
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0224003
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226190
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0320
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0320
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0306026
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0362523
IRS990/TotalProgramServiceExpensesAmt0224003
IRS990/TotalRevenueGrp/ExclusionAmt0313
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0282687
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0306026
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0362843
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05552 E Washington St
IRS990/USAddress/CityNm0Phoenix
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085034
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0https://www.sunstatefoundation.com/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARTH PRICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNSTATE EQUIPMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUNS
ReturnHeader/Filer/EIN0475301530
ReturnHeader/Filer/PhoneNum06026832259
ReturnHeader/Filer/USAddress/AddressLine1Txt05552 E WASHINGTON STREET
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085034
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AE85F118FF4DB139F5F4296939BFED2C27E5138B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AE85F118FF4DB139F5F4296939BFED2C27E5138B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.231.37.97
ReturnHeader/FilingSecurityInformation/IPDt02020-10-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm017:43:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER MORGAN CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02418 W BARROW DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHANDLER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085224
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTINA MORGAN CPA
ReturnHeader/ReturnTs02020-10-06T12:23:49-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-04-01
ReturnHeader/TaxPeriodEndDt02020-03-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$362,843
Liabilities
$320
Net assets
$362,523
Revenue
$282,687
Expenses
$226,190
Net income
$56,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.01$4.41$3.61$3.77$0.16
2024Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$3.65$3.42$0.22
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$2.80$2.84$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$2.65$2.07$0.58
2021Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$2.91$2.71$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$2.83$2.26$0.56
2019Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$3.32$1.75$1.57
2018Summary only. Only limited summary data is available for this year.$1.50$0.00$1.50$2.35$1.67$0.68
2017Summary only. Only limited summary data is available for this year.$0.82$0.00$1.07$0.25$0.82
2016Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00