COMMUNITY FUND OF SUN CITY WEST INC (EIN 942833943) - 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

1982

Legal Domicile

Phone

6235461122

Tax Period

2025-01-01 to 2025-12-31

COMMUNITY FUND OF SUN CITY WEST INC, founded in 1982, is a small nonprofit that reported $369K in total revenue in fiscal year 2025. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $223K, a strong 61% operating margin.

Mission

To assist Sun City West residents in emergency situations beyond their control.

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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 (2025)

Revenue Breakdown

Contributions & Grants $346,250

Program Service Revenue $0

Investment Income $22,335

Other Revenue $0

TOTAL REVENUE $368,585

Expense Breakdown

Grants Paid $124,693

Salaries & Benefits $0

Fundraising Expenses $15,236

Program Expenses $124,693

Other Expenses $20,614

TOTAL EXPENSES $145,307

Year-over-Year Comparison

	2025	2024	Change
Revenue	$368,585	$230,026	+0.6%
Expenses	$145,307	$210,811	-0.3%
Net Income	$223,278	$19,215	+10.6%

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
Mary Adler	Director	1	Director	$0	$0	$0
Bob Bass	Director	1	Director	$0	$0	$0
Laurie Cunningham	Director	1	Director	$0	$0	$0
Laura Goddard	Director	1	Director	$0	$0	$0
Chuck Homer	CO-Treasurer	1	Officer Director	$0	$0	$0
Dale Hornyan-Toftoy	Secretary	4	Officer Director	$0	$0	$0
Kirby Kennedy	Director	1	Director	$0	$0	$0
Linda Kooyman	CO-Treasuer	5	Officer Director	$0	$0	$0
Julie May	Director	1	Director	$0	$0	$0
Linda O'Donnell	Vice President	1	Officer Director	$0	$0	$0
Arlene Peterson	President	5	Officer Director	$0	$0	$0
JR Reese	Vice President	1	Officer Director	$0	$0	$0
Carol Sarna	Director	1	Director	$0	$0	$0
Chris Simpson	Director	1	Director	$0	$0	$0
Susan Zimmerman	Director	1	Director	$0	$0	$0
Kendall Milhon	Dir Finance	1	Director	$0	$0	$0
Paul Spear	Director	1	Director	$0	$0	$0
Brenda Spear	Director	1	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
2025	$368,585	$145,307	$660,442	$223,278
2024	$230,026	$210,811	$427,097	$19,215
2023	$193,339	$316,341	$417,317	$-123,002
2022	$95,863	$254,325	$546,633	$-158,462
2021	$169,939	$174,641	$705,095	$-4,702
2020	$188,274	$170,535	$709,797	$17,739
2019	$152,388	$157,026	$662,173	$-4,638
2018	$153,631	$151,656	$636,638	$1,975

COMMUNITY FUND OF SUN CITY WEST INC