Civic Intelligence

Sierra Winds Charitable Foundation

990 • Fiscal year 2016 • EIN 86-0908834

Nov 01, 2015 to Oct 31, 2016 • Filed on Sep 14, 2017

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

(623) 815-0090

Siviq Scores

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

Liabilities / Assets

47th percentile

0.08x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

1.30x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

26th percentile

-3.8%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-32%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$1,505,997

Down $59,918 (-3.8%) from 2015

Net Assets

Down

$1,387,465

Down $2,192 (-0.2%) from 2015

Liabilities

Down

$118,532

Down $57,726 (-33%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin11th percentile

Revenue

Down

$91,391

Down $43,904 (-32%) from 2015

Expenses

Up

$119,436

Up $64,132 (+116%) from 2015

Net Income

Down

-$28,045

Down $108,036 (-135%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2016

Assets$1,505,997
Liabilities$118,532
Net Assets$1,387,465
Open 2016 Filing

Operations Trend

Revenue Growth10th 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

2016

Revenue$91,391
Expenses$119,436
Net Income-$28,045
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2015 to Oct 31, 2016
Signed
Sep 14, 2017
Return Version
2015v3.0
Gross Receipts
$150,598
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$1,403,321$1,437,649▲ $34,328
Savings and Temporary Cash Investments$162,594$68,348▼ $94,246
Total Assets$1,565,915$1,505,997▼ $59,918
Liabilities
Other Liabilities$176,258$118,532▼ $57,726
Total Liabilities$176,258$118,532▼ $57,726
Net Assets / Fund Balance
Unrestricted Net Assets$1,389,657$1,387,465▼ $2,192
Total Net Assets Fund Balance$1,389,657$1,387,465▼ $2,192
Total Liabilities and Net Assets / Fund Balance$1,565,915$1,505,997▼ $59,918
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Phyllis RussellPresident
Ron ChaulkVice President
Kathleen CrowleyDirector
Ken MillerDirector
Richard ZabriskieDirector
Sandra NielsenDirector
Shelleigh Wolfe-petersenDirector
Lynda SmithSecretary
Fred BerkenkampTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,039
Program Service Revenue
$0
Investment Income
$36,352
Other Revenue
$0
All Other Contributions
$55,039
Change in Net Assets
$-28,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$96,827
Other Expenses$22,609
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,515--$50,515
Grants to Domestic Individuals$46,312--$46,312
Fees for Services Accounting-$11,590-$11,590
Fees for Service Investment Mgmnt Fees-$9,468-$9,468
Interest-$1,272-$1,272
Fees for Services Other-$113-$113
Other Expenses-$82-$82
Fees for Services Legal-$45-$45
Conferences and Meetings-$39-$39
Total Functional Expenses$96,827$22,609$0$119,436
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arizona Retirement CentersPeoria, AZ501(c)(3)Furniture and Capital Improvements-
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$118,532
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
6238150090
Address
17300 N 88TH AVENUE PL2, PEORIA, AZ 85382

Signing Officer

Name
Phyllis Russell
Title
President
Phone
6238150090
Signed
2017-09-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phyllis Russell
Formed
1998
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
1850 N CENTRAL AVE STE 400, PHOENIX, AZ 85004-4624
Preparer
Brenda Blunt
Phone
6022645844
Supplemental Narrative

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, 2016 and 2015, the unrecognized tax benefit accrual was zero.”

Raw XML AppendixShowing 400 of 423 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.

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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, 2016 AND 2015, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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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:
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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/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
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IRS990ScheduleR/AssetSaleToOtherOrgInd00
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHYLLIS RUSSELL
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,505,997
Liabilities
$118,532
Net assets
$1,387,465
Revenue
$91,391
Expenses
$119,436
Net income
-$28,045
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