Civic Intelligence

Sun City West Foundation

EIN 74-2358945 • 501(c)3 • Sun City West, AZ

Profile

The sun city west foundation was established to promote and support charitable, educational, and service activities and organizations that serve the community.

14465 R H Johnson BlvdSun City West, AZ 85375

scwfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

62nd percentile

8.7%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

42nd percentile

3.3%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,419,247

Up $197,648 (+6.1%) from 2024

Liabilities

Up

$12,595

Up $1,691 (+16%) from 2024

Net Assets

Up

$3,406,652

Up $195,957 (+6.1%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin74th percentile

Revenue

Down

$952,814

Down $77,660 (-7.5%) from 2024

Expenses

Up

$756,857

Up $54,943 (+7.8%) from 2024

Net Income

Down

$195,957

Down $132,603 (-40%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,737,088Liabilities 2011: $900Net Assets 2011: $2,736,1882011Assets 2012: $2,711,018Liabilities 2012: $4,200Net Assets 2012: $2,706,8182012Assets 2013: $2,676,414Liabilities 2013: $6,650Net Assets 2013: $2,669,7642013Assets 2014: $2,659,883Liabilities 2014: $7,200Net Assets 2014: $2,652,6832014Assets 2015: $2,626,356Liabilities 2015: $6,750Net Assets 2015: $2,619,6062015Assets 2016: $2,668,371Liabilities 2016: $7,200Net Assets 2016: $2,661,1712016Assets 2017: $2,667,850Liabilities 2017: $7,994Net Assets 2017: $2,659,8562017Assets 2018: $2,700,137Liabilities 2018: $9,150Net Assets 2018: $2,690,9872018Assets 2019: $2,732,016Liabilities 2019: $9,000Net Assets 2019: $2,723,0162019Assets 2020: $2,652,724Liabilities 2020: $4,200Net Assets 2020: $2,648,5242020Assets 2021: $2,862,484Liabilities 2021: $8,250Net Assets 2021: $2,854,2342021Assets 2022: $2,668,818Liabilities 2022: $7,700Net Assets 2022: $2,661,1182022Assets 2023: $2,892,819Liabilities 2023: $10,684Net Assets 2023: $2,882,1352023Assets 2024: $3,221,599Liabilities 2024: $10,904Net Assets 2024: $3,210,6952024Assets 2025: $3,419,247Liabilities 2025: $12,595Net Assets 2025: $3,406,6522025

Highlighted filing

2025

Assets$3,419,247
Liabilities$12,595
Net Assets$3,406,652
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $542,4442011Revenue 2012: $553,958Expenses 2012: $583,328Net Income 2012: -$29,3702012Revenue 2013: $538,085Expenses 2013: $575,139Net Income 2013: -$37,0542013Revenue 2014: $543,938Expenses 2014: $561,019Net Income 2014: -$17,0812014Revenue 2015: $546,799Expenses 2015: $579,876Net Income 2015: -$33,0772015Revenue 2016: $636,893Expenses 2016: $595,328Net Income 2016: $41,5652016Revenue 2017: $608,225Expenses 2017: $609,540Net Income 2017: -$1,3152017Revenue 2018: $609,162Expenses 2018: $578,031Net Income 2018: $31,1312018Revenue 2019: $639,566Expenses 2019: $607,537Net Income 2019: $32,0292019Revenue 2020: $528,430Expenses 2020: $602,922Net Income 2020: -$74,4922020Revenue 2021: $716,123Expenses 2021: $510,413Net Income 2021: $205,7102021Revenue 2022: $423,304Expenses 2022: $616,420Net Income 2022: -$193,1162022Revenue 2023: $892,869Expenses 2023: $671,852Net Income 2023: $221,0172023Revenue 2024: $1,030,474Expenses 2024: $701,914Net Income 2024: $328,5602024Revenue 2025: $952,814Expenses 2025: $756,857Net Income 2025: $195,9572025

Highlighted filing

2025

Revenue$952,814
Expenses$756,857
Net Income$195,957
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,419,247
Liabilities
$12,595
Net assets
$3,406,652
Revenue
$952,814
Expenses
$756,857
Net income
$195,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.42$0.01$3.41$0.95$0.76$0.20
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.01$3.21$1.03$0.70$0.33
2023Detailed filing. Detailed filing data is available for this year.$2.89$0.01$2.88$0.89$0.67$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.66$0.42$0.62$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$0.72$0.51$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.53$0.60$0.07
2019Summary only. Only limited summary data is available for this year.$2.73$0.01$2.72$0.64$0.61$0.03
2018Summary only. Only limited summary data is available for this year.$2.70$0.01$2.69$0.61$0.58$0.03
2017Summary only. Only limited summary data is available for this year.$2.67$0.01$2.66$0.61$0.61$0.00
2016Summary only. Only limited summary data is available for this year.$2.67$0.01$2.66$0.64$0.60$0.04
2015Summary only. Only limited summary data is available for this year.$2.63$0.01$2.62$0.55$0.58$0.03
2014Summary only. Only limited summary data is available for this year.$2.66$0.01$2.65$0.54$0.56$0.02
2013Summary only. Only limited summary data is available for this year.$2.68$0.01$2.67$0.54$0.58$0.04
2012Summary only. Only limited summary data is available for this year.$2.71$0.00$2.71$0.55$0.58$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$0.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 29, 2025
Return Version
2024v5.2
Gross Receipts
$2,174,250
Mission and Program Overview

Mission

The sun city west foundation was established to promote and support charitable, educational, and service activities and organizations that serve the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,832,434$1,844,586▲ $12,152
Land, Buildings, and Equipment, Net$1,147,008$1,379,575▲ $232,567
Cash and Non-Interest-Bearing Accounts$175,547$114,906▼ $60,641
Savings and Temporary Cash Investments$66,610$80,180▲ $13,570
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,221,599$3,419,247▲ $197,648
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$10,904$12,595▲ $1,691
Total Liabilities$10,904$12,595▲ $1,691
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,941,745$3,191,464▲ $249,719
Net Assets With Donor Restrictions$268,950$215,188▼ $53,762
Total Net Assets Fund Balance$3,210,695$3,406,652▲ $195,957
Total Liabilities and Net Assets / Fund Balance$3,221,599$3,419,247▲ $197,648

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$954,084$3,232,462$4,186,546
Other Land Buildings$55,811$311,156$366,967
Land$363,485-$363,485
Equipment$6,195$122,770$128,965
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Patricia RowanExecutive DirecFT$82,727$82,727

Board Members and Trustees

NameTitle
Dick LivengoodPast President
Robert WilsonPresident
Terry HammanVice President
Alan SchlemmerDirector
Gary BosakDirector
Jay AnderkinDirector
Karen BattagliaDirector
Laurie DeegDirector
Sheila WatsonDirector
Rosemary DoughertySecretary
Mark HochstatterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$320,652
Program Service Revenue
$344,256
Investment Income
$206,557
Other Revenue
$81,349
All Other Contributions
$320,652
Change in Net Assets
$195,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$360,541
Salaries, Compensation, and Employee Benefits$329,445
Grants and Similar Amounts Paid$66,871
Total Fundraising Expense$46,791
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$187,730$10,289$25,221$223,240
Depreciation Depletion$94,927$34,987$5,696$135,610
Current Officers, Directors, Trustees, and Key Employees$37,228$41,363$4,136$82,727
Grants to Domestic Orgs$66,871--$66,871
Occupancy$39,330$9,832-$49,162
Insurance$21,407$10,543-$31,950
All Other Expenses$22,215$7,578$135$29,928
Payroll Taxes$10,566$11,739$1,173$23,478
Other Expenses$12,527$5,248$10,430$10,430
Fees for Services Accounting-$9,021-$9,021
Total Functional Expenses$553,980$156,086$46,791$756,857
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$96,565
Fundraising Direct Expenses$39,375
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Pickleball Tournament$96,565$96,565$39,375$57,190
Total Events$96,565$96,565$39,375$57,190
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
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 11B

“A draft copy of tax return is submitted to the finance committee for review on behalf of the Board of Directors. The finance committee members include the Board President and Board Directors.”

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

“The compensation of the Executive Director is reviewed annually by the Board of Directors.”

Form 990, Part VI, Section C, Line 19

“Any interested people from the public can stop by the Foundation office to review governing documents, conflict of interest policy, and financial statements.”

Filing and Contact Details

Filer

Filer Name
Sun City West Foundation
EIN
74-2358945
Phone
6235846851
Address
14465 R H JOHNSON BLVD, SUN CITY WEST, AZ 85375

Signing Officer

Name
Robert Wilson
Title
President
Signed
2025-12-29
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
11
Employees
30
Volunteers
35

Preparer

Firm
Seely Mullins & Associates PC
Address
7141 N 51st Avenue Suite C, Glendale, AZ 85301
Preparer
Loren I Greenberg CPA
Phone
6239397581
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The finance committee recommends to the Board of Directors an independent accountant to review the financial statements. The Board of Directors votes to accept the recommended independent accountant.”

Raw XML AppendixShowing 400 of 511 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
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IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt010543
IRS990/InsuranceGrp/ProgramServicesAmt021407
IRS990/InsuranceGrp/TotalAmt031950
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt01844586
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IRS990/MissionDesc0THE SUN CITY WEST FOUNDATION WAS ESTABLISHED TO PROMOTE AND SUPPORT CHARITABLE, EDUCATIONAL, AND SERVICE ACTIVITIES AND ORGANIZATIONS THAT SERVE THE COMMUNITY.
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IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL/MAINT
IRS990/OtherExpensesGrp/Desc1PUBLIC RELATIONS
IRS990/OtherExpensesGrp/Desc2HELPING HANDS EQUIPMENT
IRS990/OtherExpensesGrp/Desc3FUND DRIVE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015486
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15248
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IRS990/OtherExpensesGrp/TotalAmt134987
IRS990/OtherExpensesGrp/TotalAmt212527
IRS990/OtherExpensesGrp/TotalAmt310430
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IRS990/PayrollTaxesGrp/ProgramServicesAmt010566
IRS990/PayrollTaxesGrp/TotalAmt023478
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0189294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1154962
IRS990/ProgSrvcAccomActy2Grp/Desc0HELPING 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0220096
IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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.
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IRS990/PYTotalExpensesAmt0701914
IRS990/PYTotalRevenueAmt01030474
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IRS990/ReconcilationRevenueExpnssAmt0195957
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-238858
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0143334
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0437346
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01668167
IRS990ScheduleA/TotalSupportAmt02166491
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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