Civic Intelligence

Sun City Vistoso Community Foundation

EIN 86-0999490 • 501(c)3 • Oro Valley, AZ

Profile

Improve the quality of life for Sun City Oro Valley residents and the surrounding communities.

1565 E Rancho Vistoso BlvdOro Valley, AZ 85755

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

65th percentile

7.4%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$117,569

Up $8,092 (+7.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$117,569

Up $8,092 (+7.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$78,532

Up $11,821 (+18%) from 2024

Expenses

Up

$70,440

Up $6,983 (+11%) from 2024

Net Income

Up

$8,092

Up $4,838 (+149%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $130,012Net Assets 2011: $130,0122011Assets 2012: $146,577Liabilities 2012: $02012Assets 2013: $138,330Net Assets 2013: $138,3302013Assets 2014: $130,202Liabilities 2014: $0Net Assets 2014: $130,2022014Assets 2015: $127,326Liabilities 2015: $0Net Assets 2015: $127,3262015Assets 2020: $275,424Liabilities 2020: $0Net Assets 2020: $275,4242020Assets 2022: $208,302Liabilities 2022: $0Net Assets 2022: $208,3022022Assets 2023: $106,223Net Assets 2023: $106,2232023Assets 2024: $109,477Net Assets 2024: $109,4772024Assets 2025: $117,569Net Assets 2025: $117,5692025

Highlighted filing

2025

Assets$117,569
Liabilities-
Net Assets$117,569
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $37,482Expenses 2011: $21,759Net Income 2011: $15,7232011Revenue 2012: $46,085Expenses 2012: $29,944Net Income 2012: $16,1412012Revenue 2013: $36,382Expenses 2013: $44,632Net Income 2013: -$8,2502013Revenue 2014: $37,753Expenses 2014: $45,881Net Income 2014: -$8,1282014Revenue 2015: $41,239Expenses 2015: $44,115Net Income 2015: -$2,8762015Revenue 2020: $287,354Expenses 2020: $61,414Net Income 2020: $225,9402020Revenue 2022: $77,666Expenses 2022: $56,197Net Income 2022: $21,4692022Revenue 2023: $62,728Expenses 2023: $160,398Net Income 2023: -$97,6702023Revenue 2024: $66,711Expenses 2024: $63,457Net Income 2024: $3,2542024Revenue 2025: $78,532Expenses 2025: $70,440Net Income 2025: $8,0922025

Highlighted filing

2025

Revenue$78,532
Expenses$70,440
Net Income$8,092
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,569
Liabilities
-
Net assets
$117,569
Revenue
$78,532
Expenses
$70,440
Net income
$8,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.79$0.70$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.09$1.09$0.67$0.63$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.63$1.60$0.98
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.78$0.56$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$2.87$0.61$2.26
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.41$0.44$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.38$0.46$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$1.38$0.36$0.45$0.08
2012Summary only. Only limited summary data is available for this year.$1.47$0.00$0.46$0.30$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$1.30$0.37$0.22$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Aug 9, 2025
Return Version
2024v5.2
Gross Receipts
$78,532
Mission and Program Overview

Mission

A mission to improve the quality of life for sun city oro valley residents: accomplished through financial support for qualified health, cultural, recreational, educational and charitable needs, which may include the surrounding community.

Improve the quality of life for Sun City Oro Valley residents and the surrounding communities.

Program Services

DescriptionGrantsExpenses
Financial support for qualified health, cultural,recreational, educational and charitable activities.$55,756$55,756
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee JacobsenPresident-$0--
Nancy Vander ArkSecretary-$0--
Dottie ShawTreasurer-$0--
John Sand IIIVice President-$0--
Ginger JonesAssistant Treasurer-$0--
LaDonna CarltonDev. Director-$0--
Cindy GerkDirector-$0--
Al JohnsonDirector-$0--
Mike LaBarberaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sun City Vistoso Community Foundation
EIN
86-0999490
Phone
7154914721
Address
1565 E Rancho Vistoso Blvd, Oro Valley, AZ 85755

Signing Officer

Name
Lee Jacobsen
Title
President
Phone
7154914721
Signed
2025-08-09

Preparer

Firm
Taas Pllc
Address
11671 N EUROPA PL, ORO VALLEY, AZ 85737
Preparer
Lori Friedt
Phone
4258232626
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“For mission purposes; See Attached; Various: 1565 E Rancho Vistoso Blvd, Oro Valley, AZ, 85755; Business, 55756.”

Form 990EZ, Part I, Line 16

“D&O Insurance 1344.”

Form 990EZ, Part I, Line 16

“Shed It 3477.”

Form 990EZ, Part I, Line 16

“Supplies, bank fees, legal, tax prep 1188.”

Raw XML Appendix189 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lee Jacobsen
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Mike LaBarbera
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Assistant Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt06009
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt077744
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0For mission purposes; See Attached; Various: 1565 E Rancho Vistoso Blvd, Oro Valley, AZ, 85755; Business, 55756.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1D&O Insurance 1344.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Shed It 3477.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies, bank fees, legal, tax prep 1188.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Jacobsen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07154914721
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sun City Vistoso Community Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SUNC
ReturnHeader/Filer/EIN0860999490
ReturnHeader/Filer/PhoneNum07154914721
ReturnHeader/Filer/USAddress/AddressLine1Txt01565 E Rancho Vistoso Blvd
ReturnHeader/Filer/USAddress/CityNm0Oro Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085755
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823353057
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAAS PLLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORO VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085737
ReturnHeader/PreparerPersonGrp/PhoneNum04258232626
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lori Friedt
ReturnHeader/ReturnTs02025-09-12T13:50:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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