SUN CITY WEST FOUNDATION (EIN 742358945) - 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

1984

Legal Domicile

Phone

6235846851

Tax Period

2024-10-01 to 2025-09-30

SUN CITY WEST FOUNDATION, founded in 1984, is a small nonprofit that reported $953K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $196K, a strong 21% operating margin.

Mission

THE SUN CITY WEST FOUNDATION WAS ESTABLISHED TO PROMOTE AND SUPPORT CHARITABLE, EDUCATIONAL, AND SERVICE ACTIVITIES AND ORGANIZATIONS THAT SERVE THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $320,652

Program Service Revenue $344,256

Investment Income $206,557

Other Revenue $81,349

TOTAL REVENUE $952,814

Expense Breakdown

Grants Paid $66,871

Salaries & Benefits $329,445

Fundraising Expenses $46,791

Program Expenses $553,980

Other Expenses $360,541

TOTAL EXPENSES $756,857

Year-over-Year Comparison

	2024	2023	Change
Revenue	$952,814	$1,030,474	-0.1%
Expenses	$756,857	$701,914	+0.1%
Net Income	$195,957	$328,560	-0.4%

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

Volunteers

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

Total Directors

$82,727

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA ROWAN	Executive Direc	40.00	Director	$82,727	$0	$82,727
JAY ANDERKIN	Director	0.00	Director	$0	$0	$0
TERRY HAMMAN	Vice President	0.00	Officer Director	$0	$0	$0
MARK HOCHSTATTER	Treasurer	0.00	Officer Director	$0	$0	$0
DICK LIVENGOOD	Past President	0.00	Officer Director	$0	$0	$0
ROBERT WILSON	President	0.00	Officer Director	$0	$0	$0
KAREN BATTAGLIA	Director	0.00	Director	$0	$0	$0
LAURIE DEEG	Director	1.00	Director	$0	$0	$0
ROSEMARY DOUGHERTY	Secretary	0.00	Officer Director	$0	$0	$0
ALAN SCHLEMMER	Director	0.00	Director	$0	$0	$0
GARY BOSAK	Director	0.00	Director	$0	$0	$0
SHEILA WATSON	Director	0.00	Director	$0	$0	$0

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
2025	$952,814	$756,857	$3,419,247	$195,957
2024	$1,030,474	$701,914	$3,221,599	$328,560
2023	$892,869	$671,852	$2,892,819	$221,017
2022	$423,304	$616,420	$2,668,818	$-193,116
2021	$716,123	$510,413	$2,862,484	$205,710
2020	$528,430	$602,922	$2,652,724	$-74,492

SUN CITY WEST FOUNDATION