Civic Intelligence

Sierra Winds Charitable Foundation

990 • Fiscal year 2023 • EIN 86-0908834

Nov 01, 2022 to Oct 31, 2023 • Filed on Mar 05, 2024

Organization ProfileNONE
17300 N 88th Avenue Ste Pl2Peoria, AZ 85382

(623) 972-0212

Siviq Scores

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

Liabilities / Assets

39th percentile

0.03x

Higher debt load relative to assets than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.47x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

3rd percentile

-131%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

17th percentile

-6.7%

Faster asset growth than 17% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

6.0%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$1,215,995

Down $86,901 (-6.7%) from 2022

Net Assets

Down

$1,184,199

Down $86,025 (-6.8%) from 2022

Liabilities

Down

$31,796

Down $876 (-2.7%) from 2022

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin3rd percentile

Revenue

Up

$68,332

Up $3,882 (+6.0%) from 2022

Expenses

Up

$158,164

Up $71,506 (+83%) from 2022

Net Income

Down

-$89,832

Down $67,624 (-305%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2023

Assets$1,215,995
Liabilities$31,796
Net Assets$1,184,199
Open 2023 Filing

Operations Trend

Revenue Growth49th 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

2023

Revenue$68,332
Expenses$158,164
Net Income-$89,832
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Mar 5, 2024
Return Version
2022v5.0
Gross Receipts
$641,859
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,046,230$849,579▼ $196,651
Other Notes and Loans Receivable, Net-$300,000-
Cash and Non-Interest-Bearing Accounts$53,555$40,550▼ $13,005
Savings and Temporary Cash Investments$202,611$25,366▼ $177,245
Inventories for Sale or Use$500$500→ $0
Total Assets$1,302,896$1,215,995▼ $86,901
Liabilities
Other Liabilities$32,672$31,796▼ $876
Total Liabilities$32,672$31,796▼ $876
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,270,224$1,184,199▼ $86,025
Total Net Assets Fund Balance$1,270,224$1,184,199▼ $86,025
Total Liabilities and Net Assets / Fund Balance$1,302,896$1,215,995▼ $86,901
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Phyllis RussellPresident
Sandra NielsenVice-president
Gene YanssensDirector
Jan HardingDirector
Maxine DenekeDirector
Nicholas KuntzDirector
Pat SandsDirector
Wanda PerdueDirector
Richard ZabriskieDirector Until 09/01/23
Chuck RognessDirector Until 12/01/22
Susan BradfordSecretary
Robert RomekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,089
Program Service Revenue
$0
Investment Income
$37,191
Other Revenue
$52
All Other Contributions
$31,089
Change in Net Assets
$-89,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,356
Other Expenses$22,808
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$116,254--$116,254
Grants to Domestic Orgs$19,102--$19,102
Fees for Services Accounting-$13,680-$13,680
Fees for Service Investment Mgmnt Fees-$8,792-$8,792
Interest$226--$226
Office Expenses-$110-$110
Total Functional Expenses$135,582$22,582$0$158,164
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Arizona Retirement Centers IncPeoria, AZ501c3Support Operational Needs$14,672
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
Federal income taxes$31,796
Annuity Liabilities-
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
No
Other officer compensation reviewed
No
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, Part VI, Section A, Line 7A

“There are three member classes on the board, all with equal standing allowing for staggered term expiration of three year terms. Board members of the filing organization are elected by the board of the related entity, arizona retirement centers, inc. There will be no more than three members of the board of the filing organization that are also members of the board for arizona retirement centers, one in each member class.”

Form 990, Part VI, Section A, Line 11B

“The treasurer of the organization distributes a pdf copy of the 990 to all board members for review and comment prior to the return being filed.”

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

“At each board meeting, if there is a discussion of selecting or engaging a vendor or service provider, all in attendance are asked to recuse themselves from this discussion if there could be a perceived conflict. Annually, the organization reviews and discusses the conflict of interest policy and requests that each board member list and acknowledge any known conflicts.”

Form 990, Part VI, Section B, Line 15

“The organization has no paid officers, directors, or employees.”

Form 990, Part VI, Section C, Line 19

“The organization will provide, in a timely manner, financial statements and governing documents, including its conflict of interest policy, when requested in writing or in person.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Robert Romek
Title
Treasurer
Phone
6239720212
Signed
2024-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Romek
Formed
1998
Legal Domicile
Az
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Sechler Morgan Cpas Pllc
Address
2418 W BARROW DRIVE, CHANDLER, AZ 85224
Preparer
Kristina Morgan CPA
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Present value adjustment for annuities.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR UNTIL 12/01/22
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR UNTIL 09/01/23
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt019102
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Arizona Retirement Centers Inc
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ANNUITY LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0116254
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Hardship Case Housing Assistance
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/RecipientTable/CashGrantAmt014672
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt04430
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Gym Equip
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support Operational Needs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Arizona Retirement Centers Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0860521061
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt017300 N 88th Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Peoria
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IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ARIZONA RETIREMENT CENTERS DBA SIERRA WINDS LIFE CARE COMMUNITY RECEIVES REQUESTS FROM RESIDENTS FOR HARDSHIP ASSISTANCE. ARIZONA RETIREMENT CENTERS REVIEWS THE RESIDENTS ASSETS, BANK STATEMENTS, INVESTMENT ACCOUNTS, AND OTHER FINANCIAL INFORMATION TO DETERMINE THEIR ABILITY TO PAY. ARIZONA RETIREMENT CENTERS THEN RECOMMENDS TO THE FOUNDATION THAT THEY FUND THE AMOUNT OF RENT THAT IS IN EXCESS OF THE RESIDENTS ABILITY TO PAY. THESE PAYMENTS ARE MADE BY THE FOUNDATION DIRECTLY TO ARIZONA RETIREMENT CENTERS FOR THE ASSISTANCE. THE AMOUNT THE RESIDENT HAS THE ABILITY TO PAY IS THEN BILLED TO AND COLLECTED FROM THE RESIDENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE THREE MEMBER CLASSES ON THE BOARD, ALL WITH EQUAL STANDING ALLOWING FOR STAGGERED TERM EXPIRATION OF THREE YEAR TERMS. BOARD MEMBERS OF THE FILING ORGANIZATION ARE ELECTED BY THE BOARD OF THE RELATED ENTITY, ARIZONA RETIREMENT CENTERS, INC. THERE WILL BE NO MORE THAN THREE MEMBERS OF THE BOARD OF THE FILING ORGANIZATION THAT ARE ALSO MEMBERS OF THE BOARD FOR ARIZONA RETIREMENT CENTERS, ONE IN EACH MEMBER CLASS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER OF THE ORGANIZATION DISTRIBUTES A PDF COPY OF THE 990 TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH BOARD MEETING, IF THERE IS A DISCUSSION OF SELECTING OR ENGAGING A VENDOR OR SERVICE PROVIDER, ALL IN ATTENDANCE ARE ASKED TO RECUSE THEMSELVES FROM THIS DISCUSSION IF THERE COULD BE A PERCEIVED CONFLICT. ANNUALLY, THE ORGANIZATION REVIEWS AND DISCUSSES THE CONFLICT OF INTEREST POLICY AND REQUESTS THAT EACH BOARD MEMBER LIST AND ACKNOWLEDGE ANY KNOWN CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO PAID OFFICERS, DIRECTORS, OR EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL PROVIDE, IN A TIMELY MANNER, FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS, INCLUDING ITS CONFLICT OF INTEREST POLICY, WHEN REQUESTED IN WRITING OR IN PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PRESENT VALUE ADJUSTMENT FOR ANNUITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, Line 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Senior Housing
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt017300 N 88th Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Peoria
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085382
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01302896
IRS990/TotalAssetsEOYAmt01215995
IRS990/TotalAssetsGrp/BOYAmt01302896
IRS990/TotalAssetsGrp/EOYAmt01215995
IRS990/TotalCompGreaterThan150KInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,215,995
Liabilities
$31,796
Net assets
$1,184,199
Revenue
$68,332
Expenses
$158,164
Net income
-$89,832
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