2025-11-17T09:28:57-06:00 2024-12-31 994625061 CRI ADVISORS LLC 600 CLEVELAND STREET SUITE 1000 CLEARWATER FL 33755 990 2024-01-01 592746620 SUN CITY CENTER COMMUNITY ASSOCIATION INC SUNC 8136333500 1009 N PEBBLE BEACH BOULEVARD SUN CITY CENTER FL 33573 ROGER ZIEG TREASURER 8136333500 2025-11-13 1 0 CATHERINE HAUG P01395474 7274460504 2024 2025-03-06 01:10:19Z RON CLARK 1009 N PEBBLE BEACH BOULEVARD SUN CITY CENTER FL 33573 5263880 0 X WWW.SUNCITYCENTER.ORG X 1986 FL TO SERVE THE RETIREMENT COMMUNITY OF SUN CITY CENTER BY MANAGING AND OPERATING RECREATIONAL FACILITIES, TO ENFORCE ON BEHALF OF ALL ITS RESIDENTS ZONING BENEFITING THE COMMUNITY AND TO LESSEN THE BURDENS OF COUNTY GOVERNMENT BY PROVIDING VARIOUS SERVICES TO THE RESIDENTS OF SUN CITY CENTER WHICH WOULD OTHERWISE HAVE BEEN PROVIDED BY COUNTY GOVERNMENT. 9 9 61 250 5705 141 104853 254543 4440541 4457750 200728 423935 121550 127652 4867672 5263880 0 0 0 0 1652213 1761043 0 0 0 2981408 3014706 4633621 4775749 234051 488131 21956328 23311368 7822359 8598452 14133969 14712916 X TO SERVE THE RETIREMENT COMMUNITY OF SUN CITY CENTER BY MANAGING AND OPERATING RECREATIONAL FACILITIES, TO ENFORCE ON BEHALF OF ALL ITS RESIDENTS ZONING BENEFITING THE COMMUNITY AND TO LESSEN THE BURDENS OF COUNTY GOVERNMENT BY PROVIDING VARIOUS SERVICES TO THE RESIDENTS OF SUN CITY CENTER WHICH WOULD OTHERWISE HAVE BEEN PROVIDED BY COUNTY GOVERNMENT. 0 0 4267617 4579697 PROVIDING RECREATIONAL ACTIVITIES, ENFORCING ZONING BENEFITING THE COMMUNITY AND LESSENING THE BURDEN OF COUNTY GOVERNMENT 4267617 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 61 1 1 1 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X X DEBBIE CANEEN 8136333500 1009 N PEBBLE BEACH BLVD SUN CITY CENTER FL 33573 X RON CLARK PRESIDENT 25.00 X X 0 0 0 JIM COLLINS TREASURER 20.00 X X 0 0 0 DEBBIE CANEEN SECRETARY 20.00 X X 0 0 0 CARRIE BLAYLOCK DIRECTOR 20.00 X X 0 0 0 TONY RICKERT DIRECTOR 20.00 X 0 0 0 GERI ROBERTS DIRECTOR 20.00 X 0 0 0 NANCY MCCALL DIRECTOR 20.00 X 0 0 0 JULIE PORTO DIRECTOR 20.00 X 0 0 0 ARTHUR DEANGELIS DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 FIRST SERVICE RESIDENTIAL 2950 NORTH 28TH TERRACE HOLLYWOOD FL 33020 PROPERTY MANAGEMENT 334848 PI ARCHITECTS INC 6010 BALCONES DR 200 AUSTIN TX 78731 ARCHITECT 251211 BRIGHTVIEW LANDSCAPE SERVICES PO BOX 740655 ATLANTA GA 30374 LANDSCAPING 237727 3 254543 254543 MEMBERS DUES 624110 3876106 3876106 CAPITAL FEE INCOME 624110 363070 363070 GUEST CARDS 900002 118128 118128 ASSOCIATION ENTERTAINM 624110 87601 87601 LIBRARY INCOME 611710 7895 7895 4950 4950 4457750 423935 423935 ESTOPPEL FEES 624110 63475 63475 OTHER INCOME 624110 31247 31247 WAIVER/LATE FEES 624110 27225 27225 5705 5705 127652 5263880 4579697 5705 423935 1494599 1160574 334025 23432 22729 703 132953 128964 3989 110059 106757 3302 334848 324803 10045 25922 25144 778 23417 22714 703 870 776 94 79241 24620 54621 41057 29563 11494 554864 539741 15123 864588 838650 25938 398748 386786 11962 SCC NEWS EXPENSE 17985 17985 REPAIRS & MAINTENANCE 539566 522196 17370 ASSOCIATION ENTETAINMEN 104739 104739 LIBRARY EXPENSE 23570 23570 5291 5291 4775749 4267617 508132 0 888812 652084 8743759 8795060 181211 90393 101633 41429 25894857 15017752 11162019 10877105 878894 2855297 21956328 23311368 149495 124788 308092 227302 7364772 8246362 7822359 8598452 X 12434236 12797216 1699733 1915700 14133969 14712916 21956328 23311368 X 488131 90816 X 0 1 X 1 0 X 3433900 3502447 4245233 4415247 4581320 20178147 138654 104982 199956 246591 130973 821156 3572554 3607429 4445189 4661838 4712293 20999303 0 0 0 20999303 34025 4310 8303 270705 423935 741278 34025 4310 8303 270705 423935 741278 72 5705 5777 105012 116141 117535 121530 121947 582165 3711591 3727880 4571027 5054145 5263880 22328523 0.94050 0.95500 0.03320 0.01820 X 921858 921858 22902442 13356197 9546245 2038442 1629440 409002 32115 32115 0 10877105 UTILITY DEPOSITS 18060 REMAINDER INTEREST TRUSTS 2014544 CONSTRUCTION IN PROGRESS 822693 2855297 PERFORMANCE OBLIGATION LIABILITY 8182670 PERFORMANCE OBLIGATION - EVENTS 63692 8246362 X 5354696 90816 90816 5263880 0 5263880 4775749 0 4775749 0 4775749 PART X, LINE 2: THE ASSOCIATION WAS DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAX OTHER THAN UNRELATED BUSINESS INCOME UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) ON JANUARY 1, 1989. SINCE THE 1989 DETERMINATION, THROUGH THIS DATE, THE ASSOCIATION HAS BEEN CONTINUOUSLY TREATED AS A PUBLICLY SUPPORTED SECTION 501(C)(3) ORGANIZATION, AND HAS ACCORDINGLY FILED FORMS 990 AND 990T AS ITS FEDERAL INCOME TAX RETURNS, IN ACCORDANCE WITH THE ASSOCIATION'S TAX EXEMPT STATUS. NO TAXES ARE DUE RELATING TO THE 990T FOR THE YEAR ENDED DECEMBER 31, 2023. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST 90,816. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES BOOKED AGAINST REVENUE ON FINANCIALS FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION IS UNDER CONTRACT WITH A MANAGEMENT SERVICES COMPANY WHEREBY A COMMUNITY MANAGER AND FULL TIME BOOKKEEPER IS APPOINTED AND ASSISTS THE ASSOCIATION IN PERFORMING SERVICES REQUESTED BY THEM. AN ADDENDUM WAS CREATED IN 2016 TO CONTINUE SERVICES THROUGH 12/31/2022. A NEW CONTRACT WAS EXECUTED TO CONTINUE SERVICES AND COMMENCED ON JANUARY 1, 2023 AND IS FOR THREE CONSECUTIVE TWO YEAR TERMS, ENDING IN 2028. FORM 990, PART VI, SECTION A, LINE 6 ALL RESIDENTS ARE CONSIDERED MEMBERS OF THE ASSOCIATION AND MUST PAY DUES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT AT LEAST THREE DIRECTORS TO THE BOARD (GOVERNING BODY) EVERY YEAR. FORM 990, PART VI, SECTION A, LINE 7B IF AN INDIVIDUAL EXPENDITURE IS GREATER THAN 15% OF THE BUDGET THE MEMBERSHIP MUST APPROVE. FORM 990, PART VI, SECTION B, LINE 11B AS PER THE BYLAWS, THE TREASURER IS RESPONSIBLE FOR ALL FINANCIAL MATTERS. THE TREASURER AND PRESIDENT REVIEW AND APPROVE THE FORM 990 AFTER DISCUSSING IT WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON 1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY 2) HAS READ AND UNDERSTANDS THE POLICY 3) HAS AGREED TO COMPLY WITH THE POLICY 4) UNDERSTANDS THE ASSOCIATION IS CHARITABLE, AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. DIRECTORS HAVE A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST AND ARE THEN GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THE MEMBER WILL BE INFORMED OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE IN THE LIBRARY. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE BENEFICIAL INTEREST 81,950. CHANGE IN VALUE CRUT CHANGE IN SIA 8,866.