SUN CITY VISTOSTO COMM 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

1998

Legal Domicile

Tax Period

2019-07-01 to 2020-06-30

SUN CITY VISTOSTO COMM FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $287K in total revenue in fiscal year 2019. The organization ran a surplus of $226K, a strong 79% operating margin.

Mission

A MISSION TO IMPROVE THE QUALITY OF LIFE FOR SUN CITY ORO VALLEY RESIDENTS: ACCOMPLISHED THROUGH FINANCIAL SUPPORT FOR QUALIFIED HEALTH, CULTURAL, RECREATIONAL, EDUCATIONAL AND CHARITABLE NEEDS, WHICH MAY INCLUDE THE SURROUNDING COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $55,989

FUNDS RAISED WERE USED TO FUND GRANTS TO 14 LOCAL TAX EXEMPT ORGANIZATIONS

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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 (2019)

Revenue Breakdown

Contributions & Grants $285,310

Program Service Revenue $0

Investment Income $2,044

Other Revenue $0

TOTAL REVENUE $287,354

Expense Breakdown

Grants Paid $55,989

Salaries & Benefits $0

Fundraising Expenses $4,031

Program Expenses $55,989

Other Expenses $5,425

TOTAL EXPENSES $61,414

Year-over-Year Comparison

	2019	2018	Change
Revenue	$287,354	N/A	N/A
Expenses	$61,414	N/A	N/A
Net Income	$225,940	N/A	N/A

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

N/A

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
DEBBIE FRANCIS	DIRECTOR	1.50	Director	$0	$0	$0
MARTY KASS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY OHARA	DIRECTOR	1.00	Director	$0	$0	$0
JERRY BUSHONG	PRESIDENT	10.00	Officer	$0	$0	$0
ART WICKERSHAM	VICE PRESIDENT	2.00	Officer	$0	$0	$0
WANDA JOHNSON	SECRETARY	2.00	Officer	$0	$0	$0
CHARLOTTE HERBERT	TREASURER	4.00	Officer	$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
2020	$287,354	$61,414	$275,424	$225,940