Nonprofit · EIN 86-0832131
SUN CITY GRAND COMMUNITY ASSOCIATION INC
Tax-exempt · SURPRISE, AZ 85374
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $37,035,231 | $33,272,322 | $3,762,909 | $96,516,356 | $51,027,560 | $45,488,796 |
| December 31, 2024 | 990 | $34,440,326 | $31,622,796 | $2,817,530 | $90,967,389 | $49,241,502 | $41,725,887 |
| December 31, 2023 | 990 | $32,651,508 | $29,521,291 | $3,130,217 | $84,216,869 | $45,308,512 | $38,908,357 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $34,545,268
- Investment income
- $1,984,736
- Net rental income
- $173,496
- Net gain from sales of assets
- -$173,912
- Net income from sales of inventory
- $331,731
- Other revenue
- $505,227
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $506,064
- Other salaries and wages
- $10,084,331
- Salaries, compensation and benefits (total)
- $12,971,933
- Professional fundraising fees
- $0
- Legal fees
- $499,354
- Accounting fees
- $60,272
- Occupancy
- $2,718,488
- Depreciation
- $3,197,831
- Program services (functional)
- $28,692,028
- Management and general (functional)
- $4,580,294
Balance sheet and other
- Total assets, start of year
- $90,967,389
- Total assets, end of year
- $96,516,356
- Total liabilities, end of year
- $51,027,560
- Net assets, end of year
- $45,488,796
- Land, buildings and equipment
- $39,495,153
- Publicly traded securities
- $38,901,487
- Gross unrelated business income
- $704,795
- Gross receipts
- $54,552,392
- Employees
- 380
- Volunteers
- 480
- Year formed
- 1996
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY HOCHMAN | GENERAL MANAGER Officer | 40 | $308,002 | $46,464 |
| DAVID BERGSTROM | SUPERINTENDENT Highest-paid employee | 40 | $140,317 | $38,777 |
| VICKI TAYLOR | FINANCE DIRECTOR (UNTIL 8/25) Officer | 40 | $132,871 | $18,727 |
| PAUL HEYING | COMMUNITY MANAGER Highest-paid employee | 40 | $134,750 | $179 |
| JIM STAGL | SUPERINTENDENT Highest-paid employee | 40 | $107,692 | $23,759 |
| BRANDON DOUGHERTY | DIRECTOR OF GOLF OPERATION Highest-paid employee | 40 | $121,225 | $4,847 |
| VIRGINIA ROBERTS | MARKETING & COM. DIRECTOR Highest-paid employee | 40 | $100,053 | $24,095 |
| STEVEN LOOS | PRESIDENT (AS OF 4/25) Trustee or director, Officer | 1 | $0 | $0 |
| JEANNE CHAPMAN | VICE PRESIDENT (AS OF 4/25) Trustee or director, Officer | 1 | $0 | $0 |
| GABRIELE DAWSON | VICE PRESIDENT (UNTIL 1/25) Trustee or director, Officer | 1 | $0 | $0 |
| CAROL WHITE | VICE PRESIDENT (UNTIL 4/25) Trustee or director, Officer | 1 | $0 | $0 |
| RENE MITCHELL | TREASURER (AS OF 4/25) Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLAS BRADY | TREASURER (UNTIL 4/25) Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE SLOGGETT-O'DELL | SECRETARY (AS OF 4/25) Trustee or director, Officer | 1 | $0 | $0 |
| JEFF GIBBS | SECRETARY (UNTIL 4/25) Trustee or director, Officer | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM GUSICH | DIRECTOR (UNTIL 2/25) Trustee or director | 1 | $0 |
| BEN SERNS | DIRECTOR Trustee or director | 1 | $0 |
| CLAY STEPHENS | DIRECTOR (AS OF 3/25) Trustee or director | 1 | $0 |
| BOB AIKEN | DIRECTOR (AS OF 4/25) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY HOCHMAN | GENERAL MANAGER Officer | 40 | $273,718 | $36,278 |
| DAVID BERGSTROM | SUPERINTENDENT Highest-paid employee | 40 | $139,827 | $37,331 |
| JIM STAGL | SUPERINTENDENT Highest-paid employee | 40 | $104,974 | $23,759 |
| BRANDON DOUGHERTY | DIRECTOR OF GOLF OPERATIONS Highest-paid employee | 40 | $114,085 | $4,585 |
| VICKI TAYLOR | FINANCE DIRECTOR (AS OF 5/24) Officer | 40 | $73,207 | $12,940 |
| RENEE MITCHELL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| GABRIELE DAWSON | VICE PRESIDENT (AS OF 4/24) Trustee or director, Officer | 1 | $0 | $0 |
| DOUG BRADY | TREASURER (AS OF 4/24) Trustee or director, Officer | 1 | $0 | $0 |
| BOB AIKEN | TREASURER (UNTIL 4/24) Trustee or director, Officer | 1 | $0 | $0 |
| JEFF GIBBS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TOM GUSICH | DIRECTOR (AS OF 4/24) Trustee or director | 1 | $0 | $0 |
| BEN SERNS | DIRECTOR (AS OF 4/24) Trustee or director | 1 | $0 | $0 |
| TONY SPATA | DIRECTOR (UNTIL 4/24) Trustee or director | 1 | $0 | $0 |
| CAROL WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFFREY HOCHMAN | GENERAL MANAGER Officer | 40 | $217,996 | $34,414 |
| ROD RANKIN | GENERAL MANAGER (THRU 12/15/23) Officer | 40 | $201,397 | $8,154 |
| DAVID BERGSTROM | SUPERINTENDENT Highest-paid employee | 40 | $133,681 | $34,886 |
| DAVID REBER | FINANCE MANAGER Officer | 40 | $134,629 | $26,273 |
| SCOTT PHILLIPS | FACILITIES DIRECTOR Highest-paid employee | 40 | $117,354 | $4,164 |
| BRANDON DOUGHERTY | DIRECTOR OF GOLF OPERATIONS Highest-paid employee | 40 | $109,873 | $4,587 |
| RENEE MITCHELL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CAROL WHITE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BOB AIKEN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JEFF GIBBS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ALAN MEYER | DIRECTOR (THRU 8/16/23) Trustee or director | 1 | $0 | $0 |
| BOB TOWE | DIRECTOR (THRU 4/3/23) Trustee or director | 1 | $0 | $0 |
| CHRISTINE GIBSON | DIRECTOR (THRU 4/3/23) Trustee or director | 1 | $0 | $0 |
| DOUG BRADY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TONY SPATA | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 19726 N REMINGTON DR, SURPRISE, AZ 85374-4500
- Principal officer (990 for 2025)
- DOUGLAS BRADY, 19726 N REMINGTON DRIVE, SURPRISE, AZ 85374
- Signed the 990
- DOUGLAS BRADY, BOARD TREASURER
- Phone
- (623) 546-7453
- Website
- WWW.LIVEGRANDAZ.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE GRAND PROVIDES RESIDENTS WITH A HIGH-VALUE COMMUNITY WITH RESORT-STYLE AMENITIES, IN WHICH EVERY PERSON CAN CHOOSE TO PARTICIPATE AND LIVE WELL, BASED ON THEIR NEEDS AND DESIRES. THIS HIGH STANDARD WILL MAXIMIZE OUR INVESTMENTS AND PROMOTE OUR WELL-BEING IN AN ACTIVE CLOSE-KNIT COMMUNITY.
Program accomplishments
- THE GRAND IS THE PREMIER ACTIVE, AGE-RESTRICTED COMMUNITY IN ARIZONA OFFERING RESORT-LIKE AMENITIES AND VAST FELLOWSHIP. THE GRAND OFFERS SOCIALIZATION, RECREATION, AND EDUCATIONAL ACTIVITIES INCLUDING AWARD-WINNING CHAMPIONSHIP GOLF COURSES. THE GRAND PROTECTS AND MAINTAINS THE QUALITY OF LIFE IN THE COMMUNITY BY MAINTENANCE OF THE LANDSCAPING, COMMON AREAS AND RECREATIONAL FACILITIES OF THE ASSOCIATION.Expenses $28,692,028 · revenue $34,153,644
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0832131
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L50)
- Assets (IRS master file)
- $96,516,356
- Income (IRS master file)
- $54,552,392
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $37,035,231 | $33,272,322 | $96,516,356 | XML |
| 990 | December 2024 | $34,440,326 | $31,622,796 | $90,967,389 | XML |
| 990 | December 2023 | $32,651,508 | $29,521,291 | $84,216,869 | XML |
| 990 | December 2022 | $30,616,145 | $27,500,838 | $76,841,159 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 86-0832131).
Questions about SUN CITY GRAND COMMUNITY ASSOCIATION INC
- What is the EIN of SUN CITY GRAND COMMUNITY ASSOCIATION INC?
- The employer identification number (EIN) of SUN CITY GRAND COMMUNITY ASSOCIATION INC is 86-0832131.
- Is SUN CITY GRAND COMMUNITY ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2015.
- Are donations to SUN CITY GRAND COMMUNITY ASSOCIATION INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SUN CITY GRAND COMMUNITY ASSOCIATION INC 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 GRAND COMMUNITY ASSOCIATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUN CITY GRAND COMMUNITY ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SUN CITY GRAND COMMUNITY ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 names DOUGLAS BRADY.
- Who are the officers and directors of SUN CITY GRAND COMMUNITY ASSOCIATION INC?
- The 990 for the year ended December 31, 2025 lists 19 people; 7 received compensation from the organization, the highest $308,002 (JEFFREY HOCHMAN, GENERAL MANAGER).
- How much revenue does SUN CITY GRAND COMMUNITY ASSOCIATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $37,035,231, expenses of $33,272,322 and total assets of $96,516,356 at year end.
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