SUN CITY LINCOLN HILLS COMMUNITY ASSOC (EIN 680429198) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

MARIE BARNES

Phone

9166254024

Tax Period

2023-01-01 to 2023-12-31

SUN CITY LINCOLN HILLS COMMUNITY ASSOC, founded in 1999, is a mid-sized nonprofit in the Community Improvement sector that reported $18.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $41.5M represent 27 months of operating reserves.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $14,883,990

Investment Income $294,185

Other Revenue $3,440,503

TOTAL REVENUE $18,618,678

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,692,072

Fundraising Expenses $0

Program Expenses $12,858,554

Other Expenses $10,689,299

TOTAL EXPENSES $18,381,371

Year-over-Year Comparison

	2023	2022	Change
Revenue	$18,618,678	$16,483,854	+0.1%
Expenses	$18,381,371	$17,003,882	+0.1%
Net Income	$237,307	$-520,028	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

305

Volunteers

120

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$296,489

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM DUNIPACE	PRESIDENT	0.00	Officer Director	$0	$0	$0
MARIE BARNES	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
DON BOWDEN	TREASURER	0.00	Officer Director	$0	$0	$0
DENNY VALENTINE	SECRETARY	0.00	Officer Director	$0	$0	$0
ROBERT COPP	DIRECTOR	0.00	Director	$0	$0	$0
JACK HARRIS	DIRECTOR	0.00	Director	$0	$0	$0
CHUCK CUNNINGHAM	DIRECTOR	0.00	Director	$0	$0	$0
JARED AVIS	DIRECTOR OF FINANCE	40.00	Officer	$109,803	$8,605	$118,408
KYLE BODYFELT	EXECUTIVE DIRECTOR	40.00	Officer	$170,008	$8,073	$178,081
DEBORAH MCILVAIN	DIRECTOR OF LIFESTYLE/WELLFIT	40.00	Highest	$119,928	$20,526	$140,454
CHRISTINA MCCLUNG	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$105,688	$172	$105,860
JAMES TRONDSEN	DIRECTOR OF FOOD & BEV	40.00	Highest	$126,048	$10,393	$136,441

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$18,618,678	$18,381,371	$44,051,279	$237,307
2022	$16,483,854	$17,003,882	$43,208,874	$-520,028
2021	$14,902,211	$14,163,577	$44,085,364	$738,634
2020	$14,573,054	$12,402,380	$43,180,105	$2,170,674
2019	$17,753,259	$16,643,707	$41,160,139	$1,109,552
2018	$16,707,408	$16,461,448	$39,883,743	$245,960

SUN CITY LINCOLN HILLS COMMUNITY ASSOC