SUN CITY ORO VALLEY COMMUNITY ASSOCIATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUN CITY ORO VALLEY COMMUNITY ASSOCIATION INC (EIN 86-0571143)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349306864
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T12:52:03-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850366848 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEASLEY MITCHELL & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO DRAWER 550 | AddressLine1Txt |
| City | LAS CRUCES | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 880040550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860571143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN CITY ORO VALLEY COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNC | BusinessNameControlTxt |
| Phone | 5208253711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 E RANCHO VISTOSO BLVD | AddressLine1Txt |
| City | ORO VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85755 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE FAIRCHILD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5208253711 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY M BEASLEY CPA | PreparerPersonNm |
| PTIN | P00498877 | PTIN |
| Phone | 5755286700 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANE FAIRCHILD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1750 E CROWN RIDGE WAY | AddressLine1Txt |
| City | ORO VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,444,441 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.SUNCITYOROVALLEY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Activity Or Mission | SUN CITY ORO VALLEY COMMUNITY ASSOCIATION, INC. HAS BEEN FORMED FOR THE PURPOSE OF OWNING, OPERATING, MAINTAINING, AND PRESERVING FACILITIES WHICH ENHANCE THE RECREATIONAL, SOCIAL, AND LEISURE INTERESTS OF THE ASSOCIATION AND THE SORROUNDING COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 224 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $2,367,781 | TotalGrossUBIAmt |
| PY Contributions Grants | $110,585 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,690 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,710,165 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,873,025 | CYProgramServiceRevenueAmt |
| PY Investment Income | $170,683 | PYInvestmentIncomeAmt |
| CY Investment Income | $249,975 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,101,950 | PYOtherRevenueAmt |
| CY Other Revenue | $1,170,302 | CYOtherRevenueAmt |
| PY Total Revenue | $13,093,383 | PYTotalRevenueAmt |
| CY Total Revenue | $10,302,992 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,694,632 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,492,996 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,439,648 | PYOtherExpensesAmt |
| CY Other Expenses | $4,570,138 | CYOtherExpensesAmt |
| PY Total Expenses | $9,134,280 | PYTotalExpensesAmt |
| CY Total Expenses | $10,063,134 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,959,103 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $239,858 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,993,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,653,949 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,655,832 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,013,517 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,337,677 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,640,432 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUN CITY ORO VALLEY COMMUNITY ASSOCIATION, INC. HAS BEEN FORMED FOR THE PURPOSE OF OWNING, OPERATING, MAINTAINING, AND PRESERVING FACILITIES WHICH ENHANCE THE RECREATIONAL, SOCIAL, AND LEISURE INTERESTS OF THE ASSOCIATION AND THE SURROUNDING COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,093,006 | ExpenseAmt |
| Revenue | $8,873,025 | RevenueAmt |
| Desc | THE CURRENT YEAR HAS BEEN A YEAR THAT HAS SEEN MUCH SUCCESS AND PRODUCTIVITY. WE HAVE SEEN THE ACTIVITY CENTER RENOVATION PROJECT APPROVED BY THE RESIDENTS AND WE'VE SEEN THE PROJECT BEGUN. THERE HAS ALSO BEEN POLICY MODIFICATIONS AND CHARTER REVISIONS. COMMITTEE CHARTERS WERE REVIEWED, AND MANY CHANGES IMPLEMENTED. THE BOARD ALSO APPROVED A RESOLUTION TO CLARIFY BY-LAW ARTICLE 5, SECTION 5.3 REGARDING INTERVAL BETWEEN TERMS OF SERVING ON THE BOARD. WE HAVE SEEN THE GOLF COURSE HAVE RECORD NUMBERS OF ROUNDS PLAYED AND THE RESTAURANT WITH RECORD NUMBER OF COVERS. INCREASES IN REVENUE AT THESE TWO VENUES ARE A DIRECT RESULT OF RENOVATIONS AT THE GOLF COURSE GREENS AND THE IMPACTS RECEIVED FROM RELAXING THE COVID-19 MANDATORY RESTRICTIONS IMPOSED BY GOVERNOR EXECUTIVE ORDERS. FINANCIALLY THE ASSOCIATION CONTINUES TO BE IN EXCELLENT CONDITION. WE ARE SEEING HOMES SELLING QUICKLY, ONCE PLACED ON THE MARKET. THEY ARE SELLING AT A HIGHER PRICE PER SQUARE FOOT WHICH PROVIDES CAPITAL FUNDS FOR FUTURE CONSTRUCTION PROJECTS. THE RESERVE FUND IS ADEQUATELY FUNDED, AND THE STAFF ARE DEDICATED TO SERVING THE RESIDENTS AND PROVIDING EXCELLENT CUSTOMER SERVICE WHILE MAINTAINING THE FACILITIES IN A MANNER THAT SHOWS PRIDE IN THE COMMUNITY. | Desc |
| Total Program Service Expenses | $8,093,006 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 224 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5208253711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1565 E RANCHO VISTOSO BLVD | AddressLine1Txt |
| City | ORO VALLEY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JANE FAIRCHILD | ||||||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LARRY WEBSTER | ||||||||
| VICE PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JIMMY CHERRY | ||||||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EARL VITTITOE | ||||||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EILEEN BUSKIRK | ||||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||||
| TOD MILTON | ||||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||||
| LOU GARD | ||||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||||
| MARK WADE | ||||||||
| GENERAL MANA | $220,735 | $0 | $25,835 | 40.00 | Yes (X) | |||
| ROBIN COULTER | ||||||||
| ASSISTANT GR | $104,835 | $0 | $21,343 | 40.00 | Yes (X) | |||
| RANDY TRENARY | ||||||||
| CONTROLLER | $112,476 | $0 | $17,814 | 40.00 | Yes (X) | |||
| RICK PRICE | ||||||||
| DIRECTOR OF | $131,792 | $0 | $12,180 | 40.00 | Yes (X) | |||
| MICHAEL KROPF | ||||||||
| DIRECTOR OF | $124,084 | $0 | $15,098 | 40.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $693,922 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $92,270 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JANI KING | |||||
| PO BOX 51523 | LOS ANGELES | CA | 900515823 | JANITORIAL | $158,366 |
| WE O'NEIL | |||||
| 2601 N FAIRVIEW | TUCSON | AZ | 85705 | CONSTRUCTION | $146,269 |
| TIGA INTERIOR DESIGN SERVICES | |||||
| 4363 E FRIESS DR | PHOENIX | AZ | 85032 | FURN & LIGHTING | $139,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $9,690 | AllOtherContributionsAmt |
| Total Contributions | $9,690 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $4,759,240 | $4,759,240 | |
| GOLF REVENUES | 900099 | $1,580,584 | $1,580,584 | |
| GOLF REVENUES-NON RELATED | 713990 | $1,073,686 | $1,073,686 | |
| OTHER REVENUE | 900099 | $613,224 | $613,224 | |
| CAPITAL CONTRIBUTION REVENUE | 541800 | $391,047 | $391,047 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $455,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $331,451 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $123,793 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,873,025 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $247,445 | TotalRevenueColumnAmt |
| Exclusion | $247,445 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $46,548 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,520 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,028 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,028 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $45,028 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,530 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,530 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,530 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,530 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,265,203 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,139,929 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,125,274 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,125,274 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,302,992 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,678,076 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,367,781 | UnrelatedBusinessRevenueAmt |
| Exclusion | $247,445 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,735 | TotalAmt |
| Program Services | $174,381 | ProgramServicesAmt |
| Management And General | $46,354 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,337,744 | TotalAmt |
| Program Services | $3,734,938 | ProgramServicesAmt |
| Management And General | $602,806 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,500 | TotalAmt |
| Program Services | $27,300 | ProgramServicesAmt |
| Management And General | $70,200 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,158 | TotalAmt |
| Program Services | $369,488 | ProgramServicesAmt |
| Management And General | $86,670 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,859 | TotalAmt |
| Program Services | $312,304 | ProgramServicesAmt |
| Management And General | $68,555 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,622 | TotalAmt |
| Management And General | $17,622 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,685 | TotalAmt |
| Management And General | $16,685 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,596 | TotalAmt |
| Program Services | $36,847 | ProgramServicesAmt |
| Management And General | $94,749 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,163 | TotalAmt |
| Program Services | $5,416 | ProgramServicesAmt |
| Management And General | $48,747 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,992 | TotalAmt |
| Management And General | $35,992 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,350,712 | TotalAmt |
| Program Services | $1,245,395 | ProgramServicesAmt |
| Management And General | $105,317 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,247 | TotalAmt |
| Program Services | $66,217 | ProgramServicesAmt |
| Management And General | $9,030 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,667 | TotalAmt |
| Program Services | $1,066,667 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,226 | TotalAmt |
| Management And General | $157,226 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESTAURANT SUPPLIES | $287,427 | $287,427 | |
| BANK CHARGES | $241,903 | $241,903 | |
| ASSOCIATION SPONSORED | $236,048 | $236,048 | |
| CLEANING AND JANITORIAL | $184,605 | $88,610 | $95,995 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,245 | TotalAmt |
| Program Services | $441,968 | ProgramServicesAmt |
| Management And General | $272,277 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,063,134 | TotalAmt |
| Program Services | $8,093,006 | ProgramServicesAmt |
| Management And General | $1,970,128 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,089 | BOYAmt |
| EOY | $606,666 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,975,879 | BOYAmt |
| EOY | $5,331,253 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,144 | BOYAmt |
| EOY | $25,536 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,813 | BOYAmt |
| EOY | $268,800 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,274 | BOYAmt |
| EOY | $935,082 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,358,286 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,171,218 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,022,663 | BOYAmt |
| EOY | $22,187,068 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,396,647 | BOYAmt |
| EOY | $2,299,544 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,993,509 | BOYAmt |
| EOY | $31,653,949 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,364 | BOYAmt |
| EOY | $351,719 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,910,921 | BOYAmt |
| EOY | $4,844,025 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,287,547 | BOYAmt |
| EOY | $5,817,773 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,655,832 | BOYAmt |
| EOY | $11,013,517 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,337,677 | BOYAmt |
| EOY | $20,640,432 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,337,677 | BOYAmt |
| EOY | $20,640,432 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,993,509 | BOYAmt |
| EOY | $31,653,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $239,858 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $62,897 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (true) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (true) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,799,848 | OtherCostOrOtherBasisAmt |
| Book Value | $4,799,848 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,076,716 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,124,702 | DepreciationAmt |
| Book Value | $11,952,014 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,676,930 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,081,226 | DepreciationAmt |
| Book Value | $2,595,704 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,804,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,965,290 | DepreciationAmt |
| Book Value | $2,839,502 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,187,068 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US TREASURY NOTES | $1,257,208 | F |
| CERTIFICATES OF DEPOSIT | $1,042,336 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,299,544 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACT LIABILITIES | Desc |
| Amt | $5,817,773 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,817,773 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,444,441 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $1,141,449 | OtherRevenueAmt |
| Revenue Not Reported | $1,141,449 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,302,992 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $10,302,992 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,204,583 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,141,449 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,141,449 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,063,134 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $10,063,134 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | COST OF GOODS SOLD 1,139,929 RENTAL EXPENSE 1,520 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | COST OF GOODS SOLD 1,139,929 RENTAL EXPENSE 1,520 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK WADE | PersonNm |
| Title | GENERAL MANAGER | TitleTxt |
| Base Compensation Filing Org | $220,735 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $24,035 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $1,800 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $246,570 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | SUN CITY ORO VALLEY COMMUNITY ASSOCIATION, INC. HAS BEEN FORMED FOR THE PURPOSE OF OWNING, OPERATING, MAINTAINING, AND PRESERVING FACILITIES WHICH ENHANCE THE RECREATIONAL, SOCIAL, AND LEISURE INTERESTS OF THE ASSOCIATION AND THE SURROUNDING COMMUNITY. |
| FORM 990, PAGE 2, PART III, LINE 4A | THE CURRENT YEAR HAS BEEN A YEAR THAT HAS SEEN MUCH SUCCESS AND PRODUCTIVITY. WE HAVE SEEN THE ACTIVITY CENTER RENOVATION PROJECT APPROVED BY THE RESIDENTS AND WE'VE SEEN THE PROJECT BEGUN. THERE HAS ALSO BEEN POLICY MODIFICATIONS AND CHARTER REVISIONS. COMMITTEE CHARTERS WERE REVIEWED, AND MANY CHANGES IMPLEMENTED. THE BOARD ALSO APPROVED A RESOLUTION TO CLARIFY BY-LAW ARTICLE 5, SECTION 5.3 REGARDING INTERVAL BETWEEN TERMS OF SERVING ON THE BOARD. WE HAVE SEEN THE GOLF COURSE HAVE RECORD NUMBERS OF ROUNDS PLAYED AND THE RESTAURANT WITH RECORD NUMBER OF COVERS. INCREASES IN REVENUE AT THESE TWO VENUES ARE A DIRECT RESULT OF RENOVATIONS AT THE GOLF COURSE GREENS AND THE IMPACTS RECEIVED FROM RELAXING THE COVID-19 MANDATORY RESTRICTIONS IMPOSED BY GOVERNOR EXECUTIVE ORDERS. FINANCIALLY THE ASSOCIATION CONTINUES TO BE IN EXCELLENT CONDITION. WE ARE SEEING HOMES SELLING QUICKLY, ONCE PLACED ON THE MARKET. THEY ARE SELLING AT A HIGHER PRICE PER SQUARE FOOT WHICH PROVIDES CAPITAL FUNDS FOR FUTURE CONSTRUCTION PROJECTS. THE RESERVE FUND IS ADEQUATELY FUNDED, AND THE STAFF ARE DEDICATED TO SERVING THE RESIDENTS AND PROVIDING EXCELLENT CUSTOMER SERVICE WHILE MAINTAINING THE FACILITIES IN A MANNER THAT SHOWS PRIDE IN THE COMMUNITY. |
| FORM 990, PAGE 6, PART VI, LINE 6 | EACH LOT OWNER IN GOOD STANDING MAY CAST ONE VOTE ON ALL MATTERS REQUIRING MEMBER APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 7A | EACH BOARD MEMBER IS ELECTED BY A VOTE OF THE MEMBERSHIP. |
| FORM 990, PAGE 6, PART VI, LINE 7B | MEMBERS IN GOOD STANDING OF THE ASSOCIATION ARE ALLOWED TO VOTE TO EITHER APPROVE OR OVERTURN THE RECOMMENDATION OF THE BOARD OF DIRECTORS ON THE FOLLOWING MATTERS WHICH IN CERTAIN CIRCUMSTANCES MAY REQUIRE APPROVAL: ANNUAL FEE INCREASES; SPECIAL ASSESSMENTS; CHANGES TO USE OF ASSOCIATION LAND AND PROCEDURE; AMENDMENT TO THE ASSOCIATION'S BYLAWS AND DECLARATION OF COVENANTS, CONDITIONS, RESTRICTIONS, ASSESSMENTS, CHARGES, SERVITUDES, LIENS, RESERVATIONS AND EASEMENTS; TERMINATION OF THE ASSOCIATION'S DECLARATION; AND ANNEXATION OF ADDITIONAL PROPERTIES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD PRESIDENT & TREASURER WILL RECEIVE COPIES OF FORM 990 FOR REVIEW PRIOR TO FILING. IF ANY QUESTIONS OF CONCERNS ARISE THEY WILL BE ADDRESSED THROUGH THE CONTROLLER TO THE ACCOUNTING FIRM HANDLING THE 990 FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS AT THE NEXT OPEN MEETING OF THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15A | A COMPENSATION SUB-COMMITTEE OF BOARD MEMBERS REVIEWS A COMPENSATION SURVEY AND MAKES A RECOMMENDATION TO THE BOARD FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE ON OUR WEBSITE. |
| FORM 990, PART XI, LINE 9 | COST OF GOODS SOLD 1,139,929 RENTAL EXPENSE 1,520 COST OF GOODS SOLD -1,139,929 RENTAL EXPENSE -1,520 |