SUN CITY HOME OWNERS ASSOCIATION

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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

1963

Legal Domicile

Principal Officer

EDWARD VAN NESS

Phone

6239744718

Tax Period

2025-01-01 to 2025-12-31

SUN CITY HOME OWNERS ASSOCIATION, founded in 1963, is a small nonprofit that reported $601K in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $1.5M represent 29 months of operating reserves.

Mission

THE ASSOCIATION'S PRIMARY EXEMPT PURPOSE IS TO PRESERVE THE CONDITIONS, COVENANTS, AND RESTRICTIONS AND PROVIDE VARIOUS SERVICES TO THE SENIOR CITIZENS OF SUN CITY, AZ

Program Service Accomplishments

Program 1

Expenses: $388,201

PRESERVE THE CONDITIONS, COVENANTS, RESTRICTIONS, AND PROVIDE VARIOUS SERVICES TO THE HOMEOWNERS OF SUN CITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $116,555

Program Service Revenue $0

Investment Income $4,987

Other Revenue $479,765

TOTAL REVENUE $601,307

Expense Breakdown

Grants Paid $0

Salaries & Benefits $331,703

Fundraising Expenses $27,220

Program Expenses $388,201

Other Expenses $284,717

TOTAL EXPENSES $616,420

Year-over-Year Comparison

	2025	2024	Change
Revenue	$601,307	$532,453	+0.1%
Expenses	$616,420	$616,310	+0.0%
Net Income	$-15,113	$-83,857	-0.8%

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

N/A

Volunteers

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD VAN NESS	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAM SCHWARTZ	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SANDEE CRAWFORD	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN TERKO	TREASURER	2.00	Officer Director	$0	$0	$0
GREG BRADLEY	DIRECTOR	2.00	Director	$0	$0	$0
EMILIE BAGGETT	DIRECTOR	2.00	Director	$0	$0	$0
JOHN DEWEERDT	DIRECTOR	2.00	Director	$0	$0	$0
JERRY WALCZAK	DIRECTOR	2.00	Director	$0	$0	$0
ALLAN LENEFSKY	DIRECTOR	2.00	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	$601,307	$616,420	$1,474,966	$-15,113
2024	$532,453	$616,310	$1,374,392	$-83,857
2023	$568,188	$617,915	$1,344,442	$-49,727
2021	$837,720	$618,053	$1,510,252	$219,667
2020	$609,163	$551,008	$1,290,585	$58,155
2018	$745,220	$666,552	$1,159,047	$78,668