SUN CITY ORO VALLEY COMMUNITY ASSOCIATION INC (EIN 860571143) - 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

1987

Legal Domicile

Principal Officer

JANE FAIRCHILD

Phone

5208253711

Tax Period

2024-07-01 to 2025-06-30

SUN CITY ORO VALLEY COMMUNITY ASSOCIATION INC, founded in 1987, is a mid-sized nonprofit in the Community Improvement sector that reported $11.8M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $10.7M left a modest 9% surplus.

Mission

SUN CITY ORO VALLEY COMMUNITY ASSOCIATION, INC. HAS BEEN FORMED FOR THE PURPOSE OF OWNING, OPERATING, MAINTAINING, AND PRESERVING FACILITIES WHICH ENHANCE THE RECREATIONAL, SOCIAL, AND LEISURE INTERESTS OF THE ASSOCIATION AND THE SURROUNDING 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 $835

Program Service Revenue $10,466,826

Investment Income $267,191

Other Revenue $1,078,225

TOTAL REVENUE $11,813,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,684,154

Fundraising Expenses $0

Program Expenses $8,655,158

Other Expenses $5,044,872

TOTAL EXPENSES $10,729,026

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,813,077	$10,302,992	+0.1%
Expenses	$10,729,026	$10,063,134	+0.1%
Net Income	$1,084,051	$239,858	+3.5%

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

224

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

$338,439

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE FAIRCHILD	PRESIDENT	15.00	Officer Director	$0	$0	$0
EARL VITTITOE	VICE PRESIDE	15.00	Officer Director	$0	$0	$0
JIMMY CHERRY	TREASURER	15.00	Officer Director	$0	$0	$0
TOD MILTON	SECRETARY	15.00	Officer Director	$0	$0	$0
LARRY WEBSTER	DIRECTOR	15.00	Director	$0	$0	$0
EILEEN BUSKIRK	DIRECTOR	15.00	Director	$0	$0	$0
THEDA ELLIS	DIRECTOR	15.00	Director	$0	$0	$0
SANDY SEDDON	GENERAL MANA	40.00	Key Emp	$308,600	$29,839	$338,439
ROBIN COULTER	ASSISTANT GR	40.00	Highest	$129,800	$13,457	$143,257
RANDY TRENARY	CONTROLLER	40.00	Highest	$130,600	$18,943	$149,543
RICK PRICE	DIRECTOR OF	40.00	Highest	$157,640	$10,687	$168,327
MICHAEL KROPF	DIRECTOR OF	40.00	Highest	$141,600	$15,448	$157,048

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	$11,813,077	$10,729,026	$32,614,187	$1,084,051
2024	No data	No data	No data	No data
2023	$13,093,383	$9,134,280	$30,993,509	$3,959,103
2022	$11,349,577	$8,281,740	$29,767,070	$3,067,837
2021	$8,742,643	$7,825,039	$28,029,235	$917,604
2020	$8,045,484	$7,658,133	$26,895,269	$387,351
2019	$7,973,670	$7,346,438	$25,179,346	$627,232
2018	$7,351,701	$7,050,078	$24,096,789	$301,623

SUN CITY ORO VALLEY COMMUNITY ASSOCIATION INC