Civic Intelligence

Sun City West Rotary Endowment Fund Inc

EIN 74-2365800 • 501(c)3 • Sun City West, AZ

Profile

The organization accepts, manages and distributes monies and property for charitable, literary and educational purposes for the benefit of the public welfare. This includes raising funds through various events and then distributing the funds to support (1) other charitable organizations, (2) the local hospital, medical clinics, and women's and children's shelters, (3) local schools and educational programs, and (4) other worthwhile causes that are allowed under irc section 501(c)3.

PO Box 5065Sun City West, AZ 85376-5065

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

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

Net Margin

17th percentile

-35%

Higher net margin than 17% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

50th percentile

-2.1%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

13th percentile

-65%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$296,032

Down $6,311 (-2.1%) from 2019

Liabilities

Down

$5

Down $100 (-95%) from 2019

Net Assets

Down

$296,027

Down $6,211 (-2.1%) from 2019

Operations
Liabilities / Revenue63rd percentileNet Margin17th percentile

Revenue

Down

$17,634

Down $32,502 (-65%) from 2019

Expenses

Down

$23,845

Down $11,549 (-33%) from 2019

Net Income

Down

-$6,211

Down $20,953 (-142%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$400K$300K$200K$100K$0Assets 2012: $172,534Liabilities 2012: $0Net Assets 2012: $172,5342012Assets 2013: $177,767Liabilities 2013: $02013Assets 2014: $197,827Liabilities 2014: $662Net Assets 2014: $197,1652014Assets 2015: $260,142Liabilities 2015: $0Net Assets 2015: $260,1422015Assets 2016: $270,473Liabilities 2016: $2,500Net Assets 2016: $267,9732016Assets 2017: $276,250Liabilities 2017: $0Net Assets 2017: $276,2502017Assets 2018: $287,496Liabilities 2018: $0Net Assets 2018: $287,4962018Assets 2019: $302,343Liabilities 2019: $105Net Assets 2019: $302,2382019Assets 2020: $296,032Liabilities 2020: $5Net Assets 2020: $296,0272020

Highlighted filing

2020

Assets$296,032
Liabilities$5
Net Assets$296,027
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $209,727Expenses 2012: $203,248Net Income 2012: $6,4792012Revenue 2013: $54,293Expenses 2013: $49,061Net Income 2013: $5,2322013Revenue 2014: $50,223Expenses 2014: $30,825Net Income 2014: $19,3982014Revenue 2015: $100,045Expenses 2015: $37,068Net Income 2015: $62,9772015Revenue 2016: $48,579Expenses 2016: $40,748Net Income 2016: $7,8312016Revenue 2017: $47,041Expenses 2017: $38,764Net Income 2017: $8,2772017Revenue 2018: $52,711Expenses 2018: $41,465Net Income 2018: $11,2462018Revenue 2019: $50,136Expenses 2019: $35,394Net Income 2019: $14,7422019Revenue 2020: $17,634Expenses 2020: $23,845Net Income 2020: -$6,2112020

Highlighted filing

2020

Revenue$17,634
Expenses$23,845
Net Income-$6,211
Open 2020 Filing

Filings

Most recent year

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

Open filing
Assets
$296,032
Liabilities
$5
Net assets
$296,027
Revenue
$17,634
Expenses
$23,845
Net income
-$6,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.18$0.24$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.50$0.35$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.53$0.41$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.47$0.39$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.70$0.03$2.68$0.49$0.41$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$1.00$0.37$0.63
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.01$1.97$0.50$0.31$0.19
2013Summary only. Only limited summary data is available for this year.$1.78$0.00$0.54$0.49$0.05
2012Summary only. Only limited summary data is available for this year.$1.73$0.00$1.73$2.10$2.03$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 4, 2020
Return Version
2019v5.1
Gross Receipts
$30,963
Mission and Program Overview

Mission

The organization accepts, manages and distributes monies and property for charitable, literary and educational purposes for the benefit of the public welfare. This includes raising funds through various events and then distributing the funds to support (1) other charitable organizations, (2) the local hospital, medical clinics, and women's and children's shelters, (3) local schools and educational programs, and (4) other worthwhile causes that are allowed under irc section 501(c)3.

Program Services

DescriptionGrantsExpenses
THESE ARE GRANTS TO VARIOUS ORGANIZATIONS LOCATED IN AND AROUND SUN CITY WEST, PROVIDING MUCH NEEDED SERVICES FOR VARIOUS CAUSES. THESE ORGANIZATIONS INCLUDE FOOD BANKS; GRIEF SUPPORT, CARE, EDUCATIONAL, DEVELOPMENTAL OPPORTUNITY AND SUICIDE PREVENTION CENTERS; DOMESTIC ABUSE SHELTERS.$13,500$0
THE ENDOWMENT FUND, ON ITS OWN AND WORKING WITH OTHER ROTARY CLUBS INTERNATIONALLY, PROVIDES FINANCIAL ASSISTANCE WITH VARIOUS PROJECTS INVOLVING LITERACY, ECONOMIC DEVELOPMENT, EDUCATION AND DISASTER RELIEF.$6,000$0
ONE OF THE MOST UNIQUE AND SUCCESSFUL PROGRAMS OF THE ENDOWMENT FUND HAS BEEN PROVIDING DICTIONARIES TO ELEMENTARY SCHOOL STUDENTS IN LOW ECONOMIC AREAS, SUCH AS THE SURROUNDING INDIAN RESERVATIONS.$1,168$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD SCHILLDirector-$0--
PETER DOWVice President-$0--
RICHARD LIVENGOODTreasurer-$0--
PIETER VOSDirector-$0--
JACK STEPHENSONDirector-$0--
SALLY WILLIAMSONSecretary-$0--
TERRY HAYESPresident-$0--
ROGER BOWENDirector-$0--
BILL COGALLDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament----
Meditation Garden Brick Sales----
Filing and Contact Details

Filer

Filer Name
Sun City West Rotary Endowment Fund Inc
EIN
74-2365800
Phone
6235468103
Address
PO BOX 5065, SUN CITY WEST, AZ 85376-5065

Signing Officer

Name
Richard Livengood
Title
Treasurer
Phone
6235560704
Signed
2020-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Kendal T Mueldener CPA Pllc
Address
13540 CAMINO DEL SOL SUITE 14, SUN CITY WEST, AZ 85375-4472
Preparer
Kendal Mueldener
Phone
6235468103
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest. Amount: 16. Description: dividends. Amount: 6,639. Description: capital gain distributions. Amount: 6,325. Total included on form 990-ez, line 4: 12,980.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: new life center. Grantee address: p o box 5005 goodyear, az 85338. Grantee relationship: none. Property description: cash. Date of gift: 04/06/20. Amount given: 1,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: building fund. Grantee name: benevilla. Grantee address: 16752 n greasewood st surprise, az 85374. Grantee relationship: none. Property description: cash. Date of gift: 12/22/19. Amount given: 2,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: valley view food bank. Grantee address: 12321 nw grand avenue el mirage, az 85335. Grantee relationship: none. Property description: cash. Date of gift: 08/16/19. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: teacher of the year. Grantee name: dysart community center. Grantee address: 15802 n parkview place surprise, az 85374. Grantee relationship: none. Property description: cash. Date of gift: 12/08/19. Amount given: 2,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: amigos de guatemala. Grantee address: box 1393 groveland, ca 95321. Grantee relationship: none. Property description: cash. Date of gift: 05/15/20. Amount given: 750.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: guatemala literacy project. Grantee address: 2730 hyde park ave cincinnati, oh 45209. Grantee relationship: none. Property description: cash. Date of gift: 10/04/19. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: the dictionary project. Grantee address: 15802 n parkview place surprise, az 85374. Grantee relationship: none. Property description: cash. Date of gift: 11/08/19. Amount given: 1,168.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: kenya keys education program. Grantee address: 5314 tualata ct lake oswego, or 97035. Grantee relationship: none. Property description: cash. Date of gift: 10/04/19. Amount given: 750.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: luke afb - falcon foundation. Grantee address: 3116 academy drive usaf academy, co 80840. Grantee relationship: none. Property description: cash. Date of gift: 03/06/20. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: northwest valley connect. Grantee address: 9445 n. 99th ave peoria, az 85345. Grantee relationship: none. Property description: cash. Date of gift: 03/06/20. Amount given: 2,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: feed my starving children. Grantee address: 1741 w rose garden ln phoenix, az 85027. Grantee relationship: none. Property description: cash. Date of gift: 02/10/20. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: rainbow acres. Grantee address: 2120 w. Reservation loop rd camp verde, az 86322. Grantee relationship: none. Property description: cash. Date of gift: 02/10/20. Amount given: 1,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: billy's place. Grantee address: 21448 n 75th ave glendale, az 85308. Grantee relationship: none. Property description: cash. Date of gift: 02/08/19. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: h.e.l.p.. Grantee address: rh johnson blvd sun city west, az 85375. Grantee relationship: none. Property description: cash. Date of gift: 04/06/20. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: program contribution. Grantee name: global grants. Grantee address: rh johnson blvd sun city west, az 85375. Grantee relationship: none. Property description: cash. Date of gift: 11/08/19. Amount given: 3,000. Total included on form 990-ez, line 10: 20,668.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: investment expenses. Amount: 2,527.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: pass through grants. Beg. Of year amount: 105. End of year amount: 5.”

Raw XML Appendix230 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/PhoneNum06235468103
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUN CITY WEST
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085375
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LLOYD SCHILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER DOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD LIVENGOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PIETER VOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACK STEPHENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SALLY WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TERRY HAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ROGER BOWEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BILL COGALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02527
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION ACCEPTS, MANAGES AND DISTRIBUTES MONIES AND PROPERTY FOR CHARITABLE, LITERARY AND EDUCATIONAL PURPOSES FOR THE BENEFIT OF THE PUBLIC WELFARE. THIS INCLUDES RAISING FUNDS THROUGH VARIOUS EVENTS AND THEN DISTRIBUTING THE FUNDS TO SUPPORT (1) OTHER CHARITABLE ORGANIZATIONS, (2) THE LOCAL HOSPITAL, MEDICAL CLINICS, AND WOMEN'S AND CHILDREN'S SHELTERS, (3) LOCAL SCHOOLS AND EDUCATIONAL PROGRAMS, AND (4) OTHER WORTHWHILE CAUSES THAT ARE ALLOWED UNDER IRC SECTION 501(C)3.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THESE ARE GRANTS TO VARIOUS ORGANIZATIONS LOCATED IN AND AROUND SUN CITY WEST, PROVIDING MUCH NEEDED SERVICES FOR VARIOUS CAUSES. THESE ORGANIZATIONS INCLUDE FOOD BANKS; GRIEF SUPPORT, CARE, EDUCATIONAL, DEVELOPMENTAL OPPORTUNITY AND SUICIDE PREVENTION CENTERS; DOMESTIC ABUSE SHELTERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE ENDOWMENT FUND, ON ITS OWN AND WORKING WITH OTHER ROTARY CLUBS INTERNATIONALLY, PROVIDES FINANCIAL ASSISTANCE WITH VARIOUS PROJECTS INVOLVING LITERACY, ECONOMIC DEVELOPMENT, EDUCATION AND DISASTER RELIEF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ONE OF THE MOST UNIQUE AND SUCCESSFUL PROGRAMS OF THE ENDOWMENT FUND HAS BEEN PROVIDING DICTIONARIES TO ELEMENTARY SCHOOL STUDENTS IN LOW ECONOMIC AREAS, SUCH AS THE SURROUNDING INDIAN RESERVATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt013500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt21168
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
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IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt00
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IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt047541
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0213567
IRS990ScheduleA/TotalSupportAmt0239088
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MEDITATION GARDEN BRICK SALES
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 16. DESCRIPTION: DIVIDENDS. AMOUNT: 6,639. DESCRIPTION: CAPITAL GAIN DISTRIBUTIONS. AMOUNT: 6,325. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 12,980.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: NEW LIFE CENTER. GRANTEE ADDRESS: P O BOX 5005 GOODYEAR, AZ 85338. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/06/20. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: BUILDING FUND. GRANTEE NAME: BENEVILLA. GRANTEE ADDRESS: 16752 N GREASEWOOD ST SURPRISE, AZ 85374. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/22/19. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: VALLEY VIEW FOOD BANK. GRANTEE ADDRESS: 12321 NW GRAND AVENUE EL MIRAGE, AZ 85335. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/16/19. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: TEACHER OF THE YEAR. GRANTEE NAME: DYSART COMMUNITY CENTER. GRANTEE ADDRESS: 15802 N PARKVIEW PLACE SURPRISE, AZ 85374. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/08/19. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: AMIGOS DE GUATEMALA. GRANTEE ADDRESS: BOX 1393 GROVELAND, CA 95321. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/15/20. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: GUATEMALA LITERACY PROJECT. GRANTEE ADDRESS: 2730 HYDE PARK AVE CINCINNATI, OH 45209. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/04/19. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: THE DICTIONARY PROJECT. GRANTEE ADDRESS: 15802 N PARKVIEW PLACE SURPRISE, AZ 85374. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/08/19. AMOUNT GIVEN: 1,168.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: KENYA KEYS EDUCATION PROGRAM. GRANTEE ADDRESS: 5314 TUALATA CT LAKE OSWEGO, OR 97035. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 10/04/19. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: LUKE AFB - FALCON FOUNDATION. GRANTEE ADDRESS: 3116 ACADEMY DRIVE USAF ACADEMY, CO 80840. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/06/20. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: NORTHWEST VALLEY CONNECT. GRANTEE ADDRESS: 9445 N. 99TH AVE PEORIA, AZ 85345. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/06/20. AMOUNT GIVEN: 2,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: FEED MY STARVING CHILDREN. GRANTEE ADDRESS: 1741 W ROSE GARDEN LN PHOENIX, AZ 85027. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/10/20. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: RAINBOW ACRES. GRANTEE ADDRESS: 2120 W. RESERVATION LOOP RD CAMP VERDE, AZ 86322. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/10/20. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: BILLY'S PLACE. GRANTEE ADDRESS: 21448 N 75TH AVE GLENDALE, AZ 85308. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/08/19. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: H.E.L.P.. GRANTEE ADDRESS: RH JOHNSON BLVD SUN CITY WEST, AZ 85375. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/06/20. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: PROGRAM CONTRIBUTION. GRANTEE NAME: GLOBAL GRANTS. GRANTEE ADDRESS: RH JOHNSON BLVD SUN CITY WEST, AZ 85375. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/08/19. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 20,668.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 2,527.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17DESCRIPTION: PASS THROUGH GRANTS. BEG. OF YEAR AMOUNT: 105. END OF YEAR AMOUNT: 5.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LIVENGOOD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06235560704
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUN CITY WEST ROTARY ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SUNC
ReturnHeader/Filer/EIN0742365800
ReturnHeader/Filer/PhoneNum06235468103
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5065
ReturnHeader/Filer/USAddress/CityNm0SUN CITY WEST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0853765065
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BE8C89727E878F628B9BC516BD9B6F360CB75262
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F97E1C79C9232E488743AA9F12B6905535BB6668
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.248.3.5
ReturnHeader/FilingSecurityInformation/IPDt02020-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm015:43:57
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208342887
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENDAL T MUELDENER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013540 CAMINO DEL SOL SUITE 14
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUN CITY WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0853754472
ReturnHeader/PreparerPersonGrp/PhoneNum06235468103
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENDAL MUELDENER
ReturnHeader/ReturnTs02020-11-09T09:50:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

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