Civic Intelligence

Sun Valley Lodge

990 • Fiscal year 2022 • EIN 86-0199887

Oct 01, 2021 to Sep 30, 2022 • Filed on Jul 26, 2023

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

34th percentile

0.05x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

40th percentile

0.10x

Higher debt load relative to revenue than 40% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$116,121

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

6th percentile

-21%

Faster asset growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-31%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$6,772,734

Down $1,764,523 (-21%) from 2021

Net Assets

Down

$6,456,120

Down $1,802,601 (-22%) from 2021

Liabilities

Up

$316,614

Up $38,078 (+14%) from 2021

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin9th percentile

Revenue

Down

$3,161,909

Down $1,448,443 (-31%) from 2021

Expenses

Down

$4,268,138

Down $181,290 (-4.1%) from 2021

Net Income

Down

-$1,106,229

Down $1,267,153 (-787%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2022

Assets$6,772,734
Liabilities$316,614
Net Assets$6,456,120
Open 2022 Filing

Operations Trend

Revenue Growth13th 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

2022

Revenue$3,161,909
Expenses$4,268,138
Net Income-$1,106,229
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jul 26, 2023
Return Version
2021v4.0
Gross Receipts
$3,161,909
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$5,203,829$3,902,606▼ $1,301,223
Land, Buildings, and Equipment, Net$2,744,414$2,713,892▼ $30,522
Cash and Non-Interest-Bearing Accounts$468,568$59,514▼ $409,054
Accounts Receivable-$44,639-
Inventories for Sale or Use$41,068$15,187▼ $25,881
Prepaid Expenses and Deferred Charges$67,808$14,603▼ $53,205
Investments Other Securities$11,570$11,570→ $0
Total Assets$8,537,257$6,772,734▼ $1,764,523
Other Assets Total-$10,723-
Liabilities
Other Liabilities-$228,797-
Accounts Payable and Accrued Expenses$278,536$87,817▼ $190,719
Total Liabilities$278,536$316,614▲ $38,078
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,258,721$6,456,120▼ $1,802,601
Total Net Assets Fund Balance$8,258,721$6,456,120▼ $1,802,601
Total Liabilities and Net Assets / Fund Balance$8,537,257$6,772,734▼ $1,764,523

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,651,535$8,918,030$11,569,565
Land$62,357-$62,357
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dean KidderChief ExecutFT$116,121$116,121
Anthony CarraoDirector-$116,121$116,121

Board Members and Trustees

NameTitle
J Donald LarkinPresident
Cameron SvendsenDirector
Krystal WilliamsonDirector
Michael AceroDirector
Mike McgreevyDirector
Sharon GrambowDirector
Suzanne TatzDirector
George CourtotDiector
Revenue and Support

Revenue Composition

Contributions and Grants
$18,547
Program Service Revenue
$3,023,352
Investment Income
$120,010
Other Revenue
$0
All Other Contributions
$18,547
Change in Net Assets
$-1,106,229

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,161,909
Total Revenue per Audited Statements
$3,161,909
Total Revenue per Form 990
$3,161,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,497,350
Other Expenses$1,770,788
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,040,161--$2,040,161
All Other Expenses$282,412$40,111-$322,523
Insurance$236,945--$236,945
Other Expenses$233,452$243,279-$233,452
Payroll Taxes$180,745$27,734-$208,479
Other Employee Benefits$132,589--$132,589
Current Officers, Directors, Trustees, and Key Employees-$116,121-$116,121
Fees for Services Legal-$40,315-$40,315
Fees for Service Investment Mgmnt Fees-$39,331-$39,331
Advertising-$3,177-$3,177
Total Functional Expenses$3,758,070$510,068$0$4,268,138

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,268,138
Total Expenses per Audited Statements$4,268,138
Total Expenses per Form 990$4,268,138
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
Current Liabilities$228,797
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Chief Executive
Phone
6239330137
Signed
2023-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Kidder
Formed
1962
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
10
Employees
103

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/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.
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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.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,772,734
Liabilities
$316,614
Net assets
$6,456,120
Revenue
$3,161,909
Expenses
$4,268,138
Net income
-$1,106,229
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