Nonprofit · EIN 74-2358945
SUN CITY WEST FOUNDATION
Tax-exempt · SUN CITY WEST, AZ 85375
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $952,814 | $756,857 | $195,957 | $3,419,247 | $12,595 | $3,406,652 |
| September 30, 2024 | 990 | $1,030,474 | $701,914 | $328,560 | $3,221,599 | $10,904 | $3,210,695 |
| September 30, 2023 | 990 | $892,869 | $671,852 | $221,017 | $2,892,819 | $10,684 | $2,882,135 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $320,652
- Program service revenue
- $344,256
- Investment income
- $206,557
- Net gain from sales of assets
- $92,536
- Net income from fundraising events
- $57,190
- Other revenue
- $81,349
Expenses
- Grants and similar amounts paid
- $66,871
- Compensation of officers, directors and key employees
- $82,727
- Other salaries and wages
- $223,240
- Salaries, compensation and benefits (total)
- $329,445
- Professional fundraising fees
- $0
- Accounting fees
- $9,021
- Occupancy
- $49,162
- Depreciation
- $135,610
- Program services (functional)
- $553,980
- Management and general (functional)
- $156,086
- Fundraising (functional)
- $46,791
Balance sheet and other
- Total assets, start of year
- $3,221,599
- Total assets, end of year
- $3,419,247
- Total liabilities, end of year
- $12,595
- Net assets, end of year
- $3,406,652
- Land, buildings and equipment
- $1,379,575
- Publicly traded securities
- $1,844,586
- Net assets without donor restrictions
- $3,191,464
- Net assets with donor restrictions
- $215,188
- Gross receipts
- $2,174,250
- Employees
- 30
- Volunteers
- 35
- Year formed
- 1984
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA ROWAN | Executive Direc Trustee or director | 40 | $82,727 |
| JAY ANDERKIN | Director Trustee or director | 0 | $0 |
| TERRY HAMMAN | Vice President Trustee or director, Officer | 0 | $0 |
| MARK HOCHSTATTER | Treasurer Trustee or director, Officer | 0 | $0 |
| DICK LIVENGOOD | Past President Trustee or director, Officer | 0 | $0 |
| ROBERT WILSON | President Trustee or director, Officer | 0 | $0 |
| KAREN BATTAGLIA | Director Trustee or director | 0 | $0 |
| LAURIE DEEG | Director Trustee or director | 1 | $0 |
| ROSEMARY DOUGHERTY | Secretary Trustee or director, Officer | 0 | $0 |
| ALAN SCHLEMMER | Director Trustee or director | 0 | $0 |
| GARY BOSAK | Director Trustee or director | 0 | $0 |
| SHEILA WATSON | Director Trustee or director | 0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA ROWAN | Executive Direc Trustee or director | 40 | $85,013 |
| JAY ANDERKIN | Director Trustee or director | 0 | $0 |
| TERRY HAMMAN | Vice President Trustee or director, Officer | 0 | $0 |
| MARK HOCHSTATTER | Treasurer Trustee or director, Officer | 0 | $0 |
| DICK LIVENGOOD | Past President Trustee or director, Officer | 0 | $0 |
| ROBERT WILSON | President Trustee or director, Officer | 0 | $0 |
| KAREN BATTAGLIA | Director Trustee or director | 0 | $0 |
| LAURIE DEEG | Director Trustee or director | 1 | $0 |
| ROSEMARY DOUGHERTY | Secretary Trustee or director, Officer | 0 | $0 |
| ALAN SCHLEMMER | Director Trustee or director | 0 | $0 |
| DAN HERN | Director Trustee or director | 0 | $0 |
| SHEILA WATSON | Director Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA ROWAN | Executive Direc Trustee or director | 40 | $82,154 |
| LAURIE DEEG | Director Trustee or director | 0 | $0 |
| TERRY HAMMAN | Treasurer Trustee or director, Officer | 0 | $0 |
| CHUCK THOMPSON | Vice President Trustee or director, Officer | 0 | $0 |
| DICK LIVENGOOD | President Trustee or director, Officer | 0 | $0 |
| BRIAN RUSSELL | Director Trustee or director | 0 | $0 |
| MERLYN CARLSON | Secretary Trustee or director, Officer | 0 | $0 |
| BETTY DORSEY | Director Trustee or director | 1 | $0 |
| ROSEMARY DOUGHERTY | Director Trustee or director | 0 | $0 |
| KAREN BATTAGLIA | Director Trustee or director | 0 | $0 |
| DAN HERN | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 14465 W R H JOHNSON BLVD, SUN CITY WEST, AZ 85375-5671
- Signed the 990
- ROBERT WILSON, President
- Phone
- (623) 584-6851
- Website
- SCWFOUNDATION.ORG
- Return prepared by
- Seely Mullins & Associates PC
Mission
THE SUN CITY WEST FOUNDATION WAS ESTABLISHED TO PROMOTE AND SUPPORT CHARITABLE, EDUCATIONAL, AND SERVICE ACTIVITIES AND ORGANIZATIONS THAT SERVE THE COMMUNITY.
Program accomplishments
- A COMMUNITY CENTER IS MAINTAINED FOR THE RESIDENTS AND OTHER NON-PROFIT ORGANIZATIONS OF SUN CITY WEST, ARIZONA.Expenses $333,884
- HELPING HANDS PROGRAM LOANS MEDICAL EQUIPMENT AND CHILDRENS ITEMS (WHEN GRANDCHILDREN VISIT) TO RESIDENTS IN NEED OF THE EQUIPMENT FOR LIMITED PERIODS OF TIME AT NO COST. MOST EQUIPMENT IS PURCHASED WITH DONATIONS FROM THE USERS, AND OTHERS, AND SOME EQUIPMENT IS DONATED. EQUIPMENT IS ALSO LOANED TO RESIDENTS OF THREE OTHER SENIOR COMMUNITIES.Expenses $220,096
- THE COMMUNITY CENTER MEETING ROOMS ARE AVAILABLE FOR VARIOUS LOCAL NON-PROFIT ORGANIZATIONS LOCATED IN SUN CITY WEST, ARIZONA, GENERALLY FOR A MINIMAL FEE OR BELOW COST RENTS. FOR YEAR ENDING SEPTEMBER 30, 2024, THE AMOUNT WAS $88,934.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 74-2358945
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,419,247
- Income (IRS master file)
- $2,174,250
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $952,814 | $756,857 | $3,419,247 | XML |
| 990 | September 2024 | $1,030,474 | $701,914 | $3,221,599 | XML |
| 990 | September 2023 | $892,869 | $671,852 | $2,892,819 | XML |
| 990 | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2358945).
Questions about SUN CITY WEST FOUNDATION
- What is the EIN of SUN CITY WEST FOUNDATION?
- The employer identification number (EIN) of SUN CITY WEST FOUNDATION is 74-2358945.
- Is SUN CITY WEST FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SUN CITY WEST FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUN CITY WEST FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUN CITY WEST FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUN CITY WEST FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who are the officers and directors of SUN CITY WEST FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $82,727 (PATRICIA ROWAN, Executive Direc).
- How much revenue does SUN CITY WEST FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $952,814, expenses of $756,857 and total assets of $3,419,247 at year end.
Other nonprofits in SUN CITY WEST
- SUN HEALTH SERVICES EIN 26-2957251 · last filed 990 for 2025
- RECREATION CENTERS OF SUN CITY WEST INC EIN 86-0374506 · last filed 990 for 2025
- SUN HEALTH GRANDVIEW TERRACE EIN 83-2576991 · last filed 990 for 2025
- SUN HEALTH COLONNADE EIN 45-3137352 · last filed 990 for 2025
- LA LOMA SENIOR LIVING SERVICES INC EIN 86-1028348 · last filed 990 for 2025
- SUN HEALTH FOUNDATION EIN 23-7107959 · last filed 990 for 2025
- NATIONAL ANIMAL SUPPLEMENT COUNCIL INC EIN 87-0686290 · last filed 990 for 2024
- NATIONAL STUTTERING ASSOCIATION EIN 94-2420533 · last filed 990 for 2025