Civic Intelligence

Sierra Winds Charitable Foundation

990 • Fiscal year 2015 • EIN 86-0908834

Nov 01, 2014 to Oct 31, 2015 • Filed on Sep 15, 2016

Organization ProfileN/A
17300 N 88th Avenue Pl2Peoria, AZ 85382

(623) 972-0212

Siviq Scores

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

Liabilities / Assets

51st percentile

0.11x

Higher debt load relative to assets than 51% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

1.30x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

62nd percentile

4.3%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,565,915

Up $64,809 (+4.3%) from 2014

Net Assets

Up

$1,389,657

Up $107,965 (+8.4%) from 2014

Liabilities

Down

$176,258

Down $43,156 (-20%) from 2014

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin94th percentile

Revenue

Down

$135,295

Down $88,979 (-40%) from 2014

Expenses

Down

$55,304

Down $1,350 (-2.4%) from 2014

Net Income

Down

$79,991

Down $87,629 (-52%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $976,571Liabilities 2010: $91,546Net Assets 2010: $885,0252010Assets 2011: $1,025,869Liabilities 2011: $105,071Net Assets 2011: $920,7982011Assets 2012: $1,219,119Liabilities 2012: $168,957Net Assets 2012: $1,050,1622012Assets 2013: $1,416,260Liabilities 2013: $228,245Net Assets 2013: $1,188,0152013Assets 2014: $1,501,106Liabilities 2014: $219,414Net Assets 2014: $1,281,6922014Assets 2015: $1,565,915Liabilities 2015: $176,258Net Assets 2015: $1,389,6572015Assets 2016: $1,505,997Liabilities 2016: $118,532Net Assets 2016: $1,387,4652016Assets 2017: $1,512,305Liabilities 2017: $103,852Net Assets 2017: $1,408,4532017Assets 2018: $1,554,123Liabilities 2018: $76,899Net Assets 2018: $1,477,2242018Assets 2019: $1,415,365Liabilities 2019: $34,720Net Assets 2019: $1,380,6452019Assets 2020: $1,332,304Liabilities 2020: $33,313Net Assets 2020: $1,298,9912020Assets 2021: $1,537,040Liabilities 2021: $33,484Net Assets 2021: $1,503,5562021Assets 2022: $1,302,896Liabilities 2022: $32,672Net Assets 2022: $1,270,2242022Assets 2023: $1,215,995Liabilities 2023: $31,796Net Assets 2023: $1,184,1992023Assets 2024: $1,258,860Liabilities 2024: $28,227Net Assets 2024: $1,230,6332024

Highlighted filing

2015

Assets$1,565,915
Liabilities$176,258
Net Assets$1,389,657
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200KRevenue 2010: $63,374Expenses 2010: $52,476Net Income 2010: $10,8982010Expenses 2011: $72,9802011Revenue 2012: $239,010Expenses 2012: $99,591Net Income 2012: $139,4192012Expenses 2013: $60,6372013Revenue 2014: $224,274Expenses 2014: $56,654Net Income 2014: $167,6202014Revenue 2015: $135,295Expenses 2015: $55,304Net Income 2015: $79,9912015Revenue 2016: $91,391Expenses 2016: $119,436Net Income 2016: -$28,0452016Revenue 2017: $97,313Expenses 2017: $137,553Net Income 2017: -$40,2402017Revenue 2018: $283,882Expenses 2018: $143,803Net Income 2018: $140,0792018Revenue 2019: $143,274Expenses 2019: $291,515Net Income 2019: -$148,2412019Revenue 2020: $159,776Expenses 2020: $122,277Net Income 2020: $37,4992020Revenue 2021: $122,459Expenses 2021: $114,503Net Income 2021: $7,9562021Revenue 2022: $64,450Expenses 2022: $86,658Net Income 2022: -$22,2082022Revenue 2023: $68,332Expenses 2023: $158,164Net Income 2023: -$89,8322023Revenue 2024: $142,980Expenses 2024: $152,302Net Income 2024: -$9,3222024

Highlighted filing

2015

Revenue$135,295
Expenses$55,304
Net Income$79,991
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2014 to Oct 31, 2015
Signed
Sep 15, 2016
Return Version
2014v6.0
Gross Receipts
$1,337,741
Mission and Program Overview

Mission

Solicits donations for the support and benefit of residents of sierra winds life care community owned and operated by arizona retirement centers, inc.

Solicits donations for the support and benefit of residents of sierra winds life care community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,440,121$1,403,321▼ $36,800
Savings and Temporary Cash Investments$60,985$162,594▲ $101,609
Total Assets$1,501,106$1,565,915▲ $64,809
Liabilities
Other Liabilities$219,414$176,258▼ $43,156
Total Liabilities$219,414$176,258▼ $43,156
Net Assets / Fund Balance
Unrestricted Net Assets$1,281,692$1,389,657▲ $107,965
Total Net Assets Fund Balance$1,281,692$1,389,657▲ $107,965
Total Liabilities and Net Assets / Fund Balance$1,501,106$1,565,915▲ $64,809
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Harry SpencePresident
Phyllis RussellVice President
Kathleen CrowleyDirector
Laurie FoxDirector
Shelleigh Wolfe-petersenDirector
Lynda SmithSecretary
Fred BerkenkampTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,974
Program Service Revenue
$0
Investment Income
$101,321
Other Revenue
$0
All Other Contributions
$33,974
Change in Net Assets
$79,991
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,899
Other Expenses$18,405
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$32,995--$32,995
Fees for Service Investment Mgmnt Fees-$9,377-$9,377
Fees for Services Accounting-$4,155-$4,155
Grants to Domestic Orgs$3,904--$3,904
Interest-$2,625-$2,625
Occupancy-$2,248-$2,248
Total Functional Expenses$36,899$18,405$0$55,304
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
Annuity Liability$176,258
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The board of directors is elected by the board of directors of arizona retirement centers, inc.”

Form 990, Part VI, Section A, Line 8B

“The foundation does not have any committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The return is reviewed by the signing board member prior to the return being filed.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy covers only the members of the board of directors. Any director with a conflict is asked to resign from the board of directors or discontinue the conflict. The organization also has a corporate compliance committee.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sierra Winds Charitable Foundation
EIN
86-0908834
Phone
6239720212
Address
17300 N 88TH AVENUE PL2, PEORIA, AZ 85382

Signing Officer

Name
Phyllis Russell
Title
President
Phone
6239720212
Signed
2016-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phyllis Russell
Formed
1998
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
1850 N CENTRAL AVE SUITE 400, PHOENIX, AZ 85004-4527
Preparer
Brenda Blunt
Phone
6022645844
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change of gift annuity 32,414.”

Financial Statement Notes

PART X, LINE 2:

“The organization evaluates its tax positions that have been taken or are expected to be taken on income tax returns to determine if an accrual is necessary for uncertain tax positions. As of october 31, 2015 and 2014, the unrecognized tax benefit accrual was zero.”

Raw XML Appendix399 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SOLICITS DONATIONS FOR THE SUPPORT AND BENEFIT OF RESIDENTS OF SIERRA WINDS LIFE CARE COMMUNITY.
IRS990/AllOtherContributionsAmt033974
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT PLOHAL
IRS990/BooksInCareOfDetail/PhoneNum06239720212
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt017300 N 88TH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PEORIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085382
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CostOfGoodsSoldAmt05378
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt033974
IRS990/CYGrantsAndSimilarPaidAmt036899
IRS990/CYInvestmentIncomeAmt0101321
IRS990/CYOtherExpensesAmt018405
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt079991
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt055304
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0135295
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION PROVIDES SUPPORT AND BENEFIT OF RESIDENTS OF ARIZONA RETIREMENT CENTERS, INC DBA SIERRA WINDS. DURING THE YEAR, THE FOUNDATION FINANCIALLY SUPPORTED AND PROVIDED ASSISTANCE TO THREE INDIVIDUALS FOR THEIR SERVICES RECEIVED AT SIERRA WINDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt032995
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04155
IRS990/FeesForServicesAccountingGrp/TotalAmt04155
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09377
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09377
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt68.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0KATHLEEN CROWLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1SHELLEIGH WOLFE-PETERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURIE FOX
IRS990/Form990PartVIISectionAGrp/PersonNm3FRED BERKENKAMP
IRS990/Form990PartVIISectionAGrp/PersonNm4LYNDA SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5PHYLLIS RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm6HARRY SPENCE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt044590
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt032995
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt032995
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt032995
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03904
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03904
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01241658
IRS990/GrossReceiptsAmt01337741
IRS990/GrossSalesOfInventoryAmt05378
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt02625
IRS990/InterestGrp/TotalAmt02625
IRS990/InvestmentIncomeGrp/ExclusionAmt056731
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt056731
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01440121
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01403321
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01197068
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SOLICITS DONATIONS FOR THE SUPPORT AND BENEFIT OF RESIDENTS OF SIERRA WINDS LIFE CARE COMMUNITY OWNED AND OPERATED BY ARIZONA RETIREMENT CENTERS, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01281692
IRS990/NetAssetsOrFundBalancesEOYAmt01389657
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt044590
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt044590
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4440
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt05378
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02248
IRS990/OccupancyGrp/TotalAmt02248
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt032414
IRS990/OtherLiabilitiesGrp/BOYAmt0219414
IRS990/OtherLiabilitiesGrp/EOYAmt0176258
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PHYLLIS RUSSELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PROVIDED DIRECT SUPPORT TO ARIZONA RETIREMENT CENTERS (DBA SIERRA WINDS) BY PROVIDING VARIOUS SUPPLIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03904
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03904
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt088635
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt037581
IRS990/PYInvestmentIncomeAmt0135639
IRS990/PYOtherExpensesAmt019073
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0167620
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt056654
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0224274
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt079991
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt060985
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0162594
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE NON-MONETARY SUPPORT CONSISTED OF VARIOUS SUPPLIES PURCHASED FOR, AND DONATED TO, THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART I, LINE 11G, COLUMN (VI)
IRS990ScheduleA/OtherSupportSumAmt03904
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0860521061
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt03904
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt032995
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ARIZONA RETIREMENT CENTERS INC DBA SIERRA WINDS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt032995
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0176258
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION EVALUATES ITS TAX POSITIONS THAT HAVE BEEN TAKEN OR ARE EXPECTED TO BE TAKEN ON INCOME TAX RETURNS TO DETERMINE IF AN ACCRUAL IS NECESSARY FOR UNCERTAIN TAX POSITIONS. AS OF OCTOBER 31, 2015 AND 2014, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0176258
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt032995
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0HOUSING ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ARIZONA RETIREMENT CENTERS (DBA SIERRA WINDS) RECEIVES REQUESTS FROM RESIDENTS FOR HARDSHIP ASSISTANCE. ARIZONA RETIREMENT CENTERS REVIEWS THE ASSETS, BANK STATEMENTS, INVESTMENT ACCOUNTS AND OTHER FINANCIAL INFORMATION TO DETERMINE ABILITY TO PAY. ARIZONA RETIREMENT CENTERS THEN RECOMMENDS THE FOUNDATION FUND THE AMOUNT OF RENT IN EXCESS OF THE RESIDENT'S ABILITY TO PAY. PAYMENTS ARE MADE BY THE FOUNDATION DIRECTLY TO ARIZONA RETIREMENT CENTERS FOR THE ASSISTANCE. THE AMOUNT THE RESIDENT CAN PAY IS THEN BILLED TO AND COLLECTED FROM THE RESIDENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS IS ELECTED BY THE BOARD OF DIRECTORS OF ARIZONA RETIREMENT CENTERS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS REVIEWED BY THE SIGNING BOARD MEMBER PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY COVERS ONLY THE MEMBERS OF THE BOARD OF DIRECTORS. ANY DIRECTOR WITH A CONFLICT IS ASKED TO RESIGN FROM THE BOARD OF DIRECTORS OR DISCONTINUE THE CONFLICT. THE ORGANIZATION ALSO HAS A CORPORATE COMPLIANCE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGE OF GIFT ANNUITY 32,414.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ARIZONA RETIREMENT CENTERS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860521061
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SENIOR HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt011A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt017300 N 88TH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PEORIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085382
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01501106
IRS990/TotalAssetsEOYAmt01565915
IRS990/TotalAssetsGrp/BOYAmt01501106
IRS990/TotalAssetsGrp/EOYAmt01565915
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt033974
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018405
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036899
IRS990/TotalFunctionalExpensesGrp/TotalAmt055304
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0219414
IRS990/TotalLiabilitiesEOYAmt0176258
IRS990/TotalLiabilitiesGrp/BOYAmt0219414
IRS990/TotalLiabilitiesGrp/EOYAmt0176258
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01281692
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01389657
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt036899
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0101321
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0135295
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01501106
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01565915
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01281692
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01389657
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt017300 N 88TH AVENUE PL2
IRS990/USAddress/CityNm0PEORIA
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085382
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHYLLIS RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06239720212
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA WINDS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0860908834
ReturnHeader/Filer/PhoneNum06239720212
ReturnHeader/Filer/USAddress/AddressLine1Txt017300 N 88TH AVENUE PL2
ReturnHeader/Filer/USAddress/CityNm0PEORIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085382
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01850 N CENTRAL AVE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850044527
ReturnHeader/PreparerPersonGrp/PhoneNum06022645844
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA BLUNT
ReturnHeader/ReturnTs02016-09-15T17:27:44-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-11-01
ReturnHeader/TaxPeriodEndDt02015-10-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,565,915
Liabilities
$176,258
Net assets
$1,389,657
Revenue
$135,295
Expenses
$55,304
Net income
$79,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.03$1.23$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.03$1.18$0.07$0.16$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.03$1.27$0.06$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.03$1.50$0.12$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.03$1.30$0.16$0.12$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.03$1.38$0.14$0.29$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.55$0.08$1.48$0.28$0.14$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.51$0.10$1.41$0.10$0.14$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.51$0.12$1.39$0.09$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.18$1.39$0.14$0.06$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.22$1.28$0.22$0.06$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.23$1.19$0.06
2012Summary only. Only limited summary data is available for this year.$1.22$0.17$1.05$0.24$0.10$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.11$0.92$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.09$0.89$0.06$0.05$0.01