THE SUN CITY FOUNDATION

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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

1986

Legal Domicile

Principal Officer

STEVE COLLINS

Phone

6235614600

Tax Period

2023-01-01 to 2023-12-31

THE SUN CITY FOUNDATION, founded in 1986, is a small nonprofit that reported $242K in total revenue in fiscal year 2023. Revenue surged 630% from the prior year, signaling strong growth momentum. The organization ran a surplus of $219K, a strong 90% operating margin.

Mission

THIS CORPORATION SHALL FUNCTION AS A CIVIC, CHARITABLE ORGANIZATION WHOSE PURPOSE IS TO CARRY OUT EXCLUSIVELY CHARITABLE AND HEALTH EDUCATIONAL PURPOSES AND PROGRAMS OF THE RECREATION CENTERS OF SUN CITY INC.

Program Service Accomplishments

Program 1

Expenses: $19,755

PAYMENTS TO RELATED ORGANIZATION FOR IMPROVEMENTS TO PROPERTY

Program 2

PAYMENTS MADE ON BEHALF OF FAMILIES IN NEED TO RELATED ORGANIZATION FOR ANNUAL MEMBERSHIP FEES FOR 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 (2023)

Revenue Breakdown

Contributions & Grants $238,515

Program Service Revenue $0

Investment Income $3,460

Other Revenue $0

TOTAL REVENUE $241,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,755

Other Expenses $23,388

TOTAL EXPENSES $23,388

Year-over-Year Comparison

	2023	2022	Change
Revenue	$241,975	$33,147	+6.3%
Expenses	$23,388	$1,610	+13.5%
Net Income	$218,587	$31,537	+5.9%

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

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
SUE WILSON	DIRECTOR	0.20	Director	$0	$0	$0
KAT FIMMEL	PRESIDENT	0.20	Officer Director	$0	$0	$0
STEVE COLLINS	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
NADINE MEIS	DIRECTOR	0.20	Director	$0	$0	$0
RANDY BLUM	DIRECTOR	0.20	Director	$0	$0	$0
JEROME WALCZAK	SECRETARY	0.20	Officer Director	$0	$0	$0
ROBERT WHEAT	DIRECTOR	0.20	Director	$0	$0	$0
KIM WANEK	TREASURER	0.20	Officer 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
2024	No data	No data	No data	No data
2023	$241,975	$23,388	$412,170	$218,587