2024-11-14T19:04:22-06:00 2023-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-01-01 680429198 SUN CITY LINCOLN HILLS COMMUNITY ASSOC SUNC 9166254024 965 ORCHARD CREEK LANE LINCOLN CA 95648 ROBERT COPP BOARD TREASURER 9166254024 2024-11-13 1 1 JENNIFER Z IWATA P01310188 9166466464 2024-11-13 2023 2024-10-15 13:58:12Z MARIE BARNES 965 ORCHARD CREEK LANE LINCOLN CA 95648 23724637 0 X WWW.SUNCITY-LINCOLNHILLS.ORG X 1999 CA THE ORGANIZATION IS COMPRISED OF 6,783 HOMES ALONG WITH THE RELATED COMMON AREA IMPROVEMENTS SUCH AS A CLUBHOUSE, RESTAURANT AND FITNESS CENTER. IT IS RESPONSIBLE TO MAINTAIN, REPAIR AND REPLACE THE COMMON AREA PROPERTY. 7 7 305 120 493831 243027 0 0 13314887 14883990 203830 294185 2965137 3440503 16483854 18618678 0 0 0 0 7036959 7692072 0 0 0 9966923 10689299 17003882 18381371 -520028 237307 43208874 44051279 1986463 2591561 41222411 41459718 THE ORGANIZATION IS COMPRISED OF 6,783 HOMES ALONG WITH THE RELATED COMMON AREA IMPROVEMENTS SUCH AS A CLUBHOUSE, RESTAURANT AND FITNESS CENTER. IT IS RESPONSIBLE TO MAINTAIN, REPAIR AND REPLACE THE COMMON AREA PROPERTY. 0 0 12858554 17787468 THE ORGANIZATION IS COMPRISED OF 6,783 HOMES ALONG WITH THE RELATED COMMON AREA IMPROVEMENTS SUCH AS A CLUBHOUSE, RESTAURANT AND FITNESS CENTER. IT IS RESPONSIBLE TO MAINTAIN, REPAIR AND REPLACE THE COMMON AREA PROPERTY. 12858554 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 88 0 1 305 1 1 1 0 0 0 1 1 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9166254013 965 ORCHARD CREEK LANE LINCOLN CA 95648 TOM DUNIPACE PRESIDENT 0.00 X X 0 0 0 MARIE BARNES VICE PRESIDENT 0.00 X X 0 0 0 DON BOWDEN TREASURER 0.00 X X 0 0 0 DENNY VALENTINE SECRETARY 0.00 X X 0 0 0 ROBERT COPP DIRECTOR 0.00 X 0 0 0 JACK HARRIS DIRECTOR 0.00 X 0 0 0 CHUCK CUNNINGHAM DIRECTOR 0.00 X 0 0 0 JARED AVIS DIRECTOR OF FINANCE 40.00 X 109803 0 8605 KYLE BODYFELT EXECUTIVE DIRECTOR 40.00 X 170008 0 8073 DEBORAH MCILVAIN DIRECTOR OF LIFESTYLE/WELLFIT 40.00 X 119928 0 20526 CHRISTINA MCCLUNG DIRECTOR OF HUMAN RESOURCES 40.00 X 105688 0 172 JAMES TRONDSEN DIRECTOR OF FOOD & BEV 40.00 X 126048 0 10393 631475 0 47769 6 0 1 0 BIANCO LANDSCAPE MANAGEMENT 1420 E ROSEVILLE PKWY STE 140-34 ROSEVILLE CA 95661 LANDSCAPE SERVICES 2113508 CURATOR SECURITY INC 600 BLAKESLEY COURT ROSEVILLE CA 95747 SECURITY SERVICES 406793 EXECUTECH 1624 SANTA CLARA DRIVE SUITE 245 ROSEVILLE CA 95661 COMPUTER AND IT 325788 SIERRA OFFICE SUPPLIES AND PRINTING 9950 HORN ROAD SACRAMENTO CA 95827 PRINTING SERVICES 171712 MATRIX AUDIO 2525 W BURBANK BLVD BURBANK CA 91505 AV SYSTEMS 148957 7 MEMBERSHIP DUES & ASSESSMENTS 713910 12190604 12190604 EVENTS/TRIPS 713940 995604 995604 WELLNESS SPA 713940 732256 732256 FITNESS CENTER 713940 715356 715356 CLASSES 713940 229095 229095 21075 21075 14883990 314731 314731 43194 0 43194 43194 43194 3741343 3741343 20546 0 -20546 -20546 -20546 4247548 1344070 2903478 2903478 NEWSLETTER ADVERTISING 900099 401595 401595 WEBSITE ADVERTISING 900099 34326 34326 DIRECTORY 900099 32670 32670 25240 25240 493831 18618678 17787468 493831 337379 296489 242099 54390 6154190 4993024 1161166 86859 57893 28966 615798 476936 138862 538736 445128 93608 201622 201622 47788 47788 232756 7056 225700 17019 17019 227541 106623 120918 132008 132008 22354 22354 19034 19034 2055211 2055211 522618 178389 344229 REPAIR AND MAINTENANCE 3105435 3105435 UTILITIES 1116252 1116252 COST OF EVENTS/TRIPS 650942 650942 SUPPLIES 592852 431690 161162 1745867 1047087 698780 18381371 12858554 5522817 0 9544 9595 1518577 2721178 131908 239647 135962 161204 108196 207697 75610408 46706142 28184190 28904266 12142754 11628580 809022 0 103000 103000 65721 76112 43208874 44051279 480837 601471 1240919 1718137 264707 271953 1986463 2591561 X 28961728 28381532 12260683 13078186 41222411 41459718 43208874 44051279 237307 0 X X 0 1 X 1 0 0 1 0 5021699 5021699 38323306 21762823 16560483 22583421 18766294 3817127 9681982 6177025 3504957 28904266 DEPOSITS & OTHER LIABILITIES 271953 271953 X 17557668 -1061010 -1061010 18618678 0 18618678 17320361 0 17320361 1061010 1061010 18381371 PART X, LINE 2: WITH SOME EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF BUSINESS FAIR -322. COST OF CLASSES -159,585. COST OF EVENTS/TRIPS -650,942. COST OF NEWSLETTER -222,991. COST OF ROOM RENTALS -454. COST OF DIRECTORY -26,716. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF BUSINESS FAIR 322. COST OF CLASSES 159,585. COST OF EVENTS/TRIPS 650,942. COST OF NEWSLETTER 222,991. COST OF ROOM RENTALS 454. COST OF DIRECTORY 26,716. X 1 1 X X X 0 0 0 0 0 0 0 0 0 KYLE BODYFELT EXECUTIVE DIRECTOR 170008 0 0 0 0 0 7454 0 619 0 178081 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A HOMEOWNERS ASSOCIATION COMPRISED OF 6,783 UNITS. WHEN A UNIT THAT IS PART OF THE ASSOCIATION IS PURCHASED, THE OWNERS AUTOMATICALLY BECOME MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY THE BOARD POSITIONS THAT ARE OPEN ARE ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B AN INCREASE IN THE ANNUAL BUDGET OF MORE THAN 20% REQUIRES MEMBERSHIP APPROVAL. CAPITAL IMPROVEMENTS OF MORE THAN 5% OF THE BUDGET REQUIRES MEMBERSHIP APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS AND DIRECTOR OF FINANCE WILL REVIEW THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND KEY PERSONNEL RENEW ANNUALLY WITH REGULAR MONITORING AND ENFORCEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND HAS A CONTRACT WITH THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIECTOR DETERMINES THE COMPENSATION FOR KEY EMPLOYEES. THIS PROCESS WAS LAST UNDERTAKEN IN 2022. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OR ON THE ASSOCIATION'S WEBSITE FOR MEMBERS. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.