SUN CITY GRAND COMMUNITY ASSOCIATION INC (EIN 860832131) - 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

1996

Legal Domicile

Principal Officer

DOUG BRADY

Phone

6235467453

Tax Period

2023-01-01 to 2023-12-31

SUN CITY GRAND COMMUNITY ASSOCIATION INC, founded in 1996, is a mid-sized nonprofit in the Housing & Shelter sector that reported $32.7M in total revenue in fiscal year 2023. Expenses of $29.5M left a modest 10% surplus.

Mission

SUN CITY GRAND 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $31,148,506

Investment Income $1,076,501

Other Revenue $426,501

TOTAL REVENUE $32,651,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,009,496

Fundraising Expenses $0

Program Expenses $24,837,404

Other Expenses $17,511,795

TOTAL EXPENSES $29,521,291

Year-over-Year Comparison

	2023	2022	Change
Revenue	$32,651,508	$30,616,145	+0.1%
Expenses	$29,521,291	$27,500,838	+0.1%
Net Income	$3,130,217	$3,115,307	+0.0%

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

362

Volunteers

530

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

$622,863

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY HOCHMAN	GENERAL MANAGER	40.00	Officer	$217,996	$34,414	$252,410
ROD RANKIN	GENERAL MANAGER (THRU 12/15/23)	40.00	Officer	$201,397	$8,154	$209,551
DAVID BERGSTROM	SUPERINTENDENT	40.00	Highest	$133,681	$34,886	$168,567
DAVID REBER	FINANCE MANAGER	40.00	Officer	$134,629	$26,273	$160,902
SCOTT PHILLIPS	FACILITIES DIRECTOR	40.00	Highest	$117,354	$4,164	$121,518
BRANDON DOUGHERTY	DIRECTOR OF GOLF OPERATIONS	40.00	Highest	$109,873	$4,587	$114,460
RENEE MITCHELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROL WHITE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB AIKEN	TREASURER	1.00	Officer Director	$0	$0	$0
JEFF GIBBS	SECRETARY	1.00	Officer Director	$0	$0	$0
ALAN MEYER	DIRECTOR (THRU 8/16/23)	1.00	Director	$0	$0	$0
BOB TOWE	DIRECTOR (THRU 4/3/23)	1.00	Director	$0	$0	$0
CHRISTINE GIBSON	DIRECTOR (THRU 4/3/23)	1.00	Director	$0	$0	$0
DOUG BRADY	DIRECTOR	1.00	Director	$0	$0	$0
TONY SPATA	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$32,651,508	$29,521,291	$84,216,869	$3,130,217
2022	$30,616,145	$27,500,838	$76,841,159	$3,115,307
2021	$26,913,694	$26,564,359	$71,979,980	$349,335
2020	$25,148,843	$26,100,964	$67,540,516	$-952,121
2019	$29,955,150	$28,019,966	$64,256,149	$1,935,184
2018	$28,829,417	$28,283,525	$61,560,660	$545,892

SUN CITY GRAND COMMUNITY ASSOCIATION INC