Civic Intelligence

Sun Valley Lodge

990 • Fiscal year 2017 • EIN 86-0199887

Oct 01, 2016 to Sep 30, 2017 • Filed on Jun 27, 2018

Organization ProfileWWW.SUNVALLEYLODGE.ORG
12415 N 103rd AvenueSun City, AZ 85351

(623) 933-0137

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

23rd percentile

0.05x

Higher debt load relative to revenue than 23% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

18th percentile

-9.8%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

36th percentile

0.4%

Faster asset growth than 36% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.4%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$8,870,951

Up $32,678 (+0.4%) from 2016

Net Assets

Up

$8,665,102

Up $24,854 (+0.3%) from 2016

Liabilities

Up

$205,849

Up $7,824 (+4.0%) from 2016

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin18th percentile

Revenue

Up

$4,031,093

Up $168,625 (+4.4%) from 2016

Expenses

Up

$4,427,037

Up $83,562 (+1.9%) from 2016

Net Income

Up

-$395,944

Up $85,063 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$10M$5.0M$0Assets 2010: $9,213,028Liabilities 2010: $326,296Net Assets 2010: $8,886,7322010Assets 2011: $8,741,645Liabilities 2011: $267,191Net Assets 2011: $8,474,4542011Assets 2012: $9,404,994Liabilities 2012: $261,251Net Assets 2012: $9,143,7432012Assets 2013: $9,737,054Liabilities 2013: $267,413Net Assets 2013: $9,469,6412013Assets 2014: $9,989,677Liabilities 2014: $280,245Net Assets 2014: $9,709,4322014Assets 2015: $9,306,435Liabilities 2015: $200,909Net Assets 2015: $9,105,5262015Assets 2016: $8,838,273Liabilities 2016: $198,025Net Assets 2016: $8,640,2482016Assets 2017: $8,870,951Liabilities 2017: $205,849Net Assets 2017: $8,665,1022017Assets 2018: $8,843,482Liabilities 2018: $255,374Net Assets 2018: $8,588,1082018Assets 2019: $8,623,677Liabilities 2019: $244,388Net Assets 2019: $8,379,2892019Assets 2020: $8,393,131Liabilities 2020: $274,062Net Assets 2020: $8,119,0692020Assets 2021: $8,537,257Liabilities 2021: $278,536Net Assets 2021: $8,258,7212021Assets 2022: $6,772,734Liabilities 2022: $316,614Net Assets 2022: $6,456,1202022Assets 2023: $5,456,331Liabilities 2023: $325,154Net Assets 2023: $5,131,1772023Assets 2024: $5,634,681Liabilities 2024: $1,664,206Net Assets 2024: $3,970,4752024

Highlighted filing

2017

Assets$8,870,951
Liabilities$205,849
Net Assets$8,665,102
Open 2017 Filing

Operations Trend

Revenue Growth49th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $4,754,3282010Revenue 2011: $4,647,839Expenses 2011: $4,617,041Net Income 2011: $30,7982011Expenses 2012: $4,381,6042012Revenue 2013: $4,318,217Expenses 2013: $4,198,163Net Income 2013: $120,0542013Revenue 2014: $4,450,088Expenses 2014: $4,313,195Net Income 2014: $136,8932014Revenue 2015: $4,136,721Expenses 2015: $4,419,018Net Income 2015: -$282,2972015Revenue 2016: $3,862,468Expenses 2016: $4,343,475Net Income 2016: -$481,0072016Revenue 2017: $4,031,093Expenses 2017: $4,427,037Net Income 2017: -$395,9442017Revenue 2018: $4,541,242Expenses 2018: $4,766,440Net Income 2018: -$225,1982018Revenue 2019: $4,650,140Expenses 2019: $5,061,827Net Income 2019: -$411,6872019Revenue 2020: $4,564,195Expenses 2020: $4,817,573Net Income 2020: -$253,3782020Revenue 2021: $4,610,352Expenses 2021: $4,449,428Net Income 2021: $160,9242021Revenue 2022: $3,161,909Expenses 2022: $4,268,138Net Income 2022: -$1,106,2292022Revenue 2023: $2,490,595Expenses 2023: $3,983,536Net Income 2023: -$1,492,9412023Revenue 2024: $1,132,023Expenses 2024: $2,292,725Net Income 2024: -$1,160,7022024

Highlighted filing

2017

Revenue$4,031,093
Expenses$4,427,037
Net Income-$395,944
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jun 27, 2018
Return Version
2016v3.1
Gross Receipts
$4,031,093
Mission and Program Overview

Mission

To provide affordable, quality living choices for seniors in a trusting environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,493,719$4,516,361▲ $22,642
Land, Buildings, and Equipment, Net$3,055,259$2,966,299▼ $88,960
Savings and Temporary Cash Investments$331,859$412,427▲ $80,568
Cash and Non-Interest-Bearing Accounts$83,935$69,847▼ $14,088
Investments Other Securities$59,721$59,721→ $0
Prepaid Expenses and Deferred Charges$50,788$51,583▲ $795
Inventories for Sale or Use$47,204$36,002▼ $11,202
Accounts Receivable$11,372$9,180▼ $2,192
Total Assets$8,838,273$8,870,951▲ $32,678
Other Assets Total$704,416$749,531▲ $45,115
Liabilities
Accounts Payable and Accrued Expenses$190,025$203,149▲ $13,124
Deferred Revenue$1,500$1,500→ $0
Other Liabilities$6,500$1,200▼ $5,300
Total Liabilities$198,025$205,849▲ $7,824
Net Assets / Fund Balance
Unrestricted Net Assets$8,229,949$8,293,439▲ $63,490
Temporarily Rstr Net Assets$410,299$371,663▼ $38,636
Total Net Assets Fund Balance$8,640,248$8,665,102▲ $24,854
Total Liabilities and Net Assets / Fund Balance$8,838,273$8,870,951▲ $32,678

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,966,299$7,709,226$10,675,525
Other Assets Org$8,329--
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
J Donald LarkinPresident
Beth EpplyDirector
Cameron SvendsenDirector
Caolyn LiebsackDirector
Carol SorensenDirector
Jackie LussonDirector
Nicole SabatinaDirector
Robert PrattDirector
Zachary MushkatelDirector
Tammy ArgustSecretary
David DobrusinTreasurer
Sharon SchockVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$38,068
Program Service Revenue
$3,879,962
Investment Income
$97,537
Other Revenue
$15,526
All Other Contributions
$38,068
Change in Net Assets
$-395,944

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,031,093
Revenue Not Reported on Form 990
$420,798
Total Revenue per Audited Statements
$4,451,891
Total Revenue per Form 990
$4,031,093
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,840,842
Other Expenses$1,586,195
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,840,842--$2,840,842
Other Expenses$379,559--$379,559
Depreciation Depletion-$262,664-$262,664
Fees for Services Other-$261,209-$261,209
Insurance-$118,699-$118,699
Information Technology-$59,600-$59,600
Advertising-$50,073-$50,073
Fees for Service Investment Mgmnt Fees-$24,822-$24,822
Office Expenses-$8,178-$8,178
Total Functional Expenses$3,641,792$785,245$0$4,427,037

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,427,037
Total Expenses per Audited Statements$4,427,037
Total Expenses per Form 990$4,427,037
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Resident Deposits$1,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Page 6, Part VI, Line 11B

“990 is reviewed by the controller and signed by the executive director. The federal income tax return is made available to each board member to review.”

Form 990, Page 6, Part VI, Line 12C

“On an annual basis, key employees and board members, in writing, disclose any conflict of interest or restate that they have no conflict of interest, per the written policy.”

Form 990, Page 6, Part VI, Line 15A

“The organization uses comparability data and written documentation of the decision process along with review and approval of independent persons for all salaries of ceo, executive director or top management.”

Form 990, Page 6, Part VI, Line 15B

“The organization uses comparability data and written documentation of the decision process along with review and approval of independent persons for all salaries of top management and key employees.”

Form 990, Page 6, Part VI, Line 19

“The organization will make their application for recognition of exemption, current financial statement, and annual information returns available upon request without charge except for a nominal fee for reproduction and actual postage costs. Annual information returns will be available for three years after filing.”

Filing and Contact Details

Filer

Filer Name
Sun Valley Lodge
EIN
86-0199887
Phone
6239330137
Address
12415 N 103RD AVENUE, SUN CITY, AZ 85351

Signing Officer

Name
Michael Fahey
Title
Executive Director
Phone
6239330137
Signed
2018-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Fahey
Formed
1962
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
11
Employees
112

Preparer

Firm
J Brad Jenner CPA Pc
Address
13211 N 103RD AVE STE 1, SUN CITY, AZ 85351-3078
Preparer
J Brad Jenner CPA
Phone
6239337372
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Effective october 1, 2009, the organization implemented new accounting guidance related to uncertain tax positions. Using that guidance, tax provisions initially need to be recognized in the financial statements when it is more-likely-than-not that the position will not be sustained upon examination by the tax authorities. As of september 30, 2017, the organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The organization will recognize future accrued interest and penalties related to unrecognized tax benefits in income tax expense if incurred. The organization believes it has had no unrelated business income and therefore, has not filed unrelated business income tax returns. Consequently, all tax years remain subject to examination for federal and state income tax purposes.”

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IRS990/PrincipalOfficerNm0MICHAEL FAHEY
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IRS990/ProgSrvcAccomActy2Grp/Desc0WE OFFER INDEPENDENT LIVING IN OUR TWO BEDROOM GARDEN APARTMENTS THAT INCLUDES DAILY MEALS, EMERGENCY ACCESS TO OUR CAREGIVERS, AROUND THE CLOCK MAINTENANCE, AND ACCESS TO ALL OUR COMMUNITY AMENITIES AND FUNCTIONS. WE ALSO OFFER INDEPENDENT LIVING IN OUR INN LIVING STUDIO AND ONE BEDROOM APARTMENTS WHERE THEY WILL RECEIVE THREE MEALS A DAY AND WEEKLY HOUSEKEEPING.
IRS990/ProgSrvcAccomActy3Grp/Desc0ASSISTED LIVING PROGRAM SERVICES ARE PROVIDED TO RESIDENTS IN ONE OF THE 73 STUDIO OR ONE BEDROOM APARTMENTS. RESIDENTS CAN CHOOSE FROM A NUMBER OF SERVICES TO CREATE A PACKAGE OF CARE THAT BEST SUITS THEIR NEEDS. SUN VALLEY LODGE IS LICENSED FOR ASSISTED LIVING BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES LICENSE AL4866C.
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IRS990ScheduleA/Total509Grp/TotalAmt020200733
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04031093
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04586357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04378678
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021078078
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt07709226
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010675525
IRS990ScheduleD/ExpensesSubtotalAmt04427037
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0741202
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18329
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0AZ COMMUNITY FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1FUNDS HELD IN TRUST BY OTHERS-PRESBY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESIDENT DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt0420798
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE OCTOBER 1, 2009, THE ORGANIZATION IMPLEMENTED NEW ACCOUNTING GUIDANCE RELATED TO UNCERTAIN TAX POSITIONS. USING THAT GUIDANCE, TAX PROVISIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF SEPTEMBER 30, 2017, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. THE ORGANIZATION BELIEVES IT HAS HAD NO UNRELATED BUSINESS INCOME AND THEREFORE, HAS NOT FILED UNRELATED BUSINESS INCOME TAX RETURNS. CONSEQUENTLY, ALL TAX YEARS REMAIN SUBJECT TO EXAMINATION FOR FEDERAL AND STATE INCOME TAX PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0749531
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IRS990ScheduleD/TotalLiabilityAmt01200
IRS990ScheduleD/TotalRevenuePerForm990Amt04031093
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04427037
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS REVIEWED BY THE CONTROLLER AND SIGNED BY THE EXECUTIVE DIRECTOR. THE FEDERAL INCOME TAX RETURN IS MADE AVAILABLE TO EACH BOARD MEMBER TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ON AN ANNUAL BASIS, KEY EMPLOYEES AND BOARD MEMBERS, IN WRITING, DISCLOSE ANY CONFLICT OF INTEREST OR RESTATE THAT THEY HAVE NO CONFLICT OF INTEREST, PER THE WRITTEN POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION USES COMPARABILITY DATA AND WRITTEN DOCUMENTATION OF THE DECISION PROCESS ALONG WITH REVIEW AND APPROVAL OF INDEPENDENT PERSONS FOR ALL SALARIES OF CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION USES COMPARABILITY DATA AND WRITTEN DOCUMENTATION OF THE DECISION PROCESS ALONG WITH REVIEW AND APPROVAL OF INDEPENDENT PERSONS FOR ALL SALARIES OF TOP MANAGEMENT AND KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL MAKE THEIR APPLICATION FOR RECOGNITION OF EXEMPTION, CURRENT FINANCIAL STATEMENT, AND ANNUAL INFORMATION RETURNS AVAILABLE UPON REQUEST WITHOUT CHARGE EXCEPT FOR A NOMINAL FEE FOR REPRODUCTION AND ACTUAL POSTAGE COSTS. ANNUAL INFORMATION RETURNS WILL BE AVAILABLE FOR THREE YEARS AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08838273

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,870,951
Liabilities
$205,849
Net assets
$8,665,102
Revenue
$4,031,093
Expenses
$4,427,037
Net income
-$395,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.63$1.66$3.97$1.13$2.29$1.16
2023Detailed filing. Detailed filing data is available for this year.$5.46$0.33$5.13$2.49$3.98$1.49
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.77$0.32$6.46$3.16$4.27$1.11
2021Detailed filing. Detailed filing data is available for this year.$8.54$0.28$8.26$4.61$4.45$0.16
2020Detailed filing. Detailed filing data is available for this year.$8.39$0.27$8.12$4.56$4.82$0.25
2019Detailed filing. Detailed filing data is available for this year.$8.62$0.24$8.38$4.65$5.06$0.41
2018Detailed filing. Detailed filing data is available for this year.$8.84$0.26$8.59$4.54$4.77$0.23
2017Detailed filing. Detailed filing data is available for this year.$8.87$0.21$8.67$4.03$4.43$0.40
2016Detailed filing. Detailed filing data is available for this year.$8.84$0.20$8.64$3.86$4.34$0.48
2015Detailed filing. Detailed filing data is available for this year.$9.31$0.20$9.11$4.14$4.42$0.28
2014Detailed filing. Detailed filing data is available for this year.$9.99$0.28$9.71$4.45$4.31$0.14
2013Summary only. Only limited summary data is available for this year.$9.74$0.27$9.47$4.32$4.20$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.40$0.26$9.14$4.38
2011Summary only. Only limited summary data is available for this year.$8.74$0.27$8.47$4.65$4.62$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.21$0.33$8.89$4.75