SUN CITY AREA INTERFAITH SERVICES INC DBA BENEVILLA (EIN 860404687) - 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

1981

Legal Domicile

Principal Officer

JOANNE BYERS

Phone

6235844999

Tax Period

2023-01-01 to 2023-12-31

SUN CITY AREA INTERFAITH SERVICES INC DBA BENEVILLA, founded in 1981, is a community nonprofit in the Human Services sector that reported $6.4M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Expenses of $7.5M exceeded revenue, resulting in a 17% operating deficit.

Mission

BENEVILLA ENRICHES LIVES OF WEST VALLEY RESIDENTS BY SERVING OLDER ADULTS, ADULTS WITH DISABILITIES, CHILDREN, AND THE FAMILIES WHO CARE FOR THEM.

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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 $2,924,807

Program Service Revenue $3,304,041

Investment Income $174,110

Other Revenue $16,034

TOTAL REVENUE $6,418,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,833,889

Fundraising Expenses $569,152

Program Expenses $5,441,620

Other Expenses $2,676,693

TOTAL EXPENSES $7,510,582

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,418,992	$6,856,577	-0.1%
Expenses	$7,510,582	$6,914,106	+0.1%
Net Income	$-1,091,590	$-57,529	+18.0%

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

166

Volunteers

200

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

$383,739

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PASTOR KIM STERNER	CHAIR	1.00	Officer Director	$0	$0	$0
OANA CONSTANTINESCU	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN LAURIE	SECRETARY	1.00	Officer Director	$0	$0	$0
LARRY VERING	TREASURER	3.00	Officer Director	$0	$0	$0
ALEX JUAREZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS ARLAUD	DIRECTOR	1.00	Director	$0	$0	$0
DICK STUCKEY	DIRECTOR	3.00	Director	$0	$0	$0
ERICA DORWARD	DIRECTOR	1.00	Director	$0	$0	$0
JOE DEBLASI	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BRIDGFORD	DIRECTOR	1.00	Director	$0	$0	$0
MERLYN CARLSON	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ZONGOLOWICZ	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON ARRIOLA	DIRECTOR	1.00	Director	$0	$0	$0
JOANNE BYERS	CEO	45.00	Officer	$209,464	$18,531	$227,995
ANTHONY VALENCIA	COO	45.00	Officer	$143,792	$11,952	$155,744
SARA VILLANUEVA	VICE-PRESIDENT OF DONOR RELATIONS	45.00	Highest	$121,980	$11,822	$133,802
COURTNEY ALLEN	VICE-PRESIDENT OF PROGRAM OPERATIONS	45.00	Highest	$107,236	$9,321	$116,557

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	$6,418,992	$7,510,582	$12,813,911	$-1,091,590
2022	$6,856,577	$6,914,106	$13,438,867	$-57,529
2021	$8,266,561	$5,641,289	$14,311,848	$2,625,272
2020	$5,961,149	$5,847,072	$11,661,976	$114,077
2019	$6,103,437	$6,051,366	$11,924,184	$52,071
2018	$6,904,637	$6,069,502	$12,852,042	$835,135

SUN CITY AREA INTERFAITH SERVICES INC DBA BENEVILLA