Civic Intelligence

Sun Valley Lodge

990 • Fiscal year 2020 • EIN 86-0199887

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 12, 2021

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

26th percentile

0.03x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.06x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

25th percentile

-5.6%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

19th percentile

-2.7%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-1.8%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$8,393,131

Down $230,546 (-2.7%) from 2019

Net Assets

Down

$8,119,069

Down $260,220 (-3.1%) from 2019

Liabilities

Up

$274,062

Up $29,674 (+12%) from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin25th percentile

Revenue

Down

$4,564,195

Down $85,945 (-1.8%) from 2019

Expenses

Down

$4,817,573

Down $244,254 (-4.8%) from 2019

Net Income

Up

-$253,378

Up $158,309 (+38%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2020

Assets$8,393,131
Liabilities$274,062
Net Assets$8,119,069
Open 2020 Filing

Operations Trend

Revenue Growth41st 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

2020

Revenue$4,564,195
Expenses$4,817,573
Net Income-$253,378
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 12, 2021
Return Version
2019v5.0
Gross Receipts
$4,564,196
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$4,056,807$4,215,968▲ $159,161
Land, Buildings, and Equipment, Net$3,049,801$2,951,226▼ $98,575
Cash and Non-Interest-Bearing Accounts$561,870$223,773▼ $338,097
Prepaid Expenses and Deferred Charges$62,195$57,489▼ $4,706
Inventories for Sale or Use$38,937$41,868▲ $2,931
Accounts Receivable$30,387--
Investments Other Securities$11,570--
Total Assets$8,623,677$8,393,131▼ $230,546
Other Assets Total$812,110$902,807▲ $90,697
Liabilities
Accounts Payable and Accrued Expenses$243,388$273,962▲ $30,574
Other Liabilities$1,000$100▼ $900
Total Liabilities$244,388$274,062▲ $29,674
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,009,007$7,748,787▼ $260,220
Net Assets With Donor Restrictions$370,282$370,282→ $0
Total Net Assets Fund Balance$8,379,289$8,119,069▼ $260,220
Total Liabilities and Net Assets / Fund Balance$8,623,677$8,393,131▼ $230,546

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,650,548$8,423,156$11,073,704
Land$300,678-$300,678
Other Assets Org$5,745--
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
J Donald LarkinPresident
Beth EpplyDirector
Caloyn LiebsackDirector
Cameron SvendsenDirector
Carol SorensenDirector
Krystal WilkinsonDirector
Nicole SabatinaDirector
Sharon GrambowDirector
Suzanne TatzDirector
Twyla CourtotDirector
Zachary MushkatelDirector
Dean KidderExecutive Di
Tammy ArgustSecretary
Sharon SchockVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$132,655
Program Service Revenue
$4,262,649
Investment Income
$153,345
Other Revenue
$15,546
All Other Contributions
$132,655
Change in Net Assets
$-253,378

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,564,195
Total Revenue per Audited Statements
$4,564,195
Total Revenue per Form 990
$4,564,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,857,117
Other Expenses$1,960,456
Total Fundraising Expense$15,599
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,655,979--$2,655,979
Insurance-$484,465-$484,465
Fees for Services Other-$242,050-$242,050
Payroll Taxes$201,138--$201,138
Other Expenses$184,592$228,000-$184,592
Information Technology-$53,535-$53,535
Fees for Services Accounting-$17,369-$17,369
All Other Expenses$480-$15,599$16,079
Fees for Service Investment Mgmnt Fees-$7,830-$7,830
Office Expenses-$6,928-$6,928
Total Functional Expenses$3,761,797$1,040,177$15,599$4,817,573

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,817,573
Total Expenses per Audited Statements$4,817,573
Total Expenses per Form 990$4,817,573
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
Tenant Deposits$100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
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 accounting manager and executive director and signed by the executive director.”

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 18

“If the governing documents and conflict of interest policy of the organization are subject to federal or state public disclosure rules, these documents will be made publicly available as applicable law may require. Otherwise, the governing documents and conflict of interest policy will be provided to the public at the discretion of management.”

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
Dean Kidder
Title
Executive Director
Phone
6239330137
Signed
2021-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Kidder
Formed
1962
Legal Domicile
Az
Voting Board Members
13
Independent Board Members
13
Employees
164

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
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IRS990/MissionDesc0TO PROVIDE AFFORDABLE, QUALITY LIVING CHOICES FOR SENIORS IN A TRUSTING ENVIRONMENT.
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IRS990/OfficeExpensesGrp/TotalAmt06928
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IRS990/OtherExpensesGrp/Desc0FOOD AND KITCHEN
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2DEPRECIATION
IRS990/OtherExpensesGrp/Desc3UTILITIES
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IRS990/PayrollTaxesGrp/ProgramServicesAmt0201138
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IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfficerNm0DEAN KIDDER
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PPP LOAN FORGIVENESS
IRS990/ProgramServiceRevenueGrp/Desc2RESIDENT SERVICES REVENUE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt02988684
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1655600
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1655600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2618365
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.
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYTotalRevenueAmt04650140
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IRS990/ReconcilationRevenueExpnssAmt0-253378
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt015546
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04278195
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt02000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt02000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt06000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038068
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0209503
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt03607049
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt03879962
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt03558611
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0161350
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0155862
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IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0654600
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04035787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt03805205
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt021557286
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt02650548
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08423156
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt111570
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt25745
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0AZ COMMUNITY FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVESTMENT IN CSP HOLDINGS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OTHER
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT DEPOSITS
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0902807
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IRS990ScheduleD/TotalLiabilityAmt0100
IRS990ScheduleD/TotalRevenuePerForm990Amt04564195
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 IS REVIEWED BY THE ACCOUNTING MANAGER AND EXECUTIVE DIRECTOR AND SIGNED BY THE EXECUTIVE DIRECTOR.
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/ExplanationTxt4IF THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY OF THE ORGANIZATION ARE SUBJECT TO FEDERAL OR STATE PUBLIC DISCLOSURE RULES, THESE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,393,131
Liabilities
$274,062
Net assets
$8,119,069
Revenue
$4,564,195
Expenses
$4,817,573
Net income
-$253,378
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