SUN CITY RHF HOUSING INC

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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

Principal Officer

STUART HARTMAN

Phone

5622575100

Tax Period

2024-10-01 to 2025-09-30

Mission

TO PROVIDE HOUSING OPTIONS FOR OLDER ADULTS THAT ENHANCES THEIR QUALITY OF LIFE PHYSICALLY, MENTALLY AND SPIRITUALLY

Program Service Accomplishments

Program 1

Expenses: $5,024 Revenue: $0

TO PROVIDE QUALITY LIVING FOR SENIOR CITIZENS IN A 127 UNIT SENIOR APARTMENT COMPLEX, 48 ASSISTED LIVING UNITS AND A 17 UNIT DEMENTIA FACILITY IN SUN CITY, CALIFORNIA. SUN CITY GARDENS OFFERS THREE LEVELS OF CARE. WE OFFER RESIDENTIAL (INDEPENDENT) LIVING, ASSISTED LIVING WHERE RESIDENTS ARE HELPED WITH EVERYDAY CHORES, AND REFLECTIONS (MEMORY CARE) FOR THOSE WITH PROGRESSIVE MEMORY LOSS. SUN CITY GARDENS IS PROUD TO BE PART OF A RETIREMENT HOUSING FOUNDATION (RHF) COMMUNITY, OFFERING MARKET RATE LIVING OPTIONS AND SERVICES TO OLDER ADULTS. RHF IS ONE OF THE NATION'S LARGEST NON-PROFIT PROVIDERS OF HOUSING AND SERVICES FOR OLDER ADULTS, PERSONS WITH DISABILITIES, AND LOW-INCOME FAMILIES. THE FACILITY WAS SOLD IN 2023.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $5,024

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,024

Other Expenses $527

TOTAL EXPENSES $5,551

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	$198,109	-1.0%
Expenses	$5,551	$31,388	-0.8%
Net Income	N/A	$166,721	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

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

$952,416

Total Directors

Key Employees

$5,403,144

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARTMAN STUART J	PRESIDENT/CEO	0.20	Officer	$0	$76,739	$770,133
AMBERG ROBERT R	EXECUTIVE VP GEN COUNSEL	0.20	Key Emp	$0	$54,717	$530,647
ROSSELLO FRANK JR	CFO AND VP OF FINANCE	0.20	Key Emp	$0	$30,494	$488,122
FARD BOBBY J	VP ACQUIS AND PROJ DEV	0.20	Key Emp	$0	$26,130	$326,600
ESCANDON YURI ANDREW	VP HOUSING OPERATIONS	0.20	Key Emp	$0	$55,605	$322,377
GILCHRIST KEVIN DARRELL	VP DEV FIN & ASSET MGMT	0.20	Key Emp	$0	$58,557	$317,115
BATTAGLIA NADA	VP HUMAN RESOURCES	0.20	Key Emp	$0	$53,518	$306,215
TITUS STEPHANIE L	VP PHILANTHROPY/CSO	0.20	Key Emp	$0	$58,388	$310,109
KING DIANE D	COMPL AND PRIVACY OFFICER	0.20	Key Emp	$0	$22,228	$259,898
MAGNONE VINCENT B	VP TREASURY & INVSTMT OFF	0.20	Key Emp	$0	$21,761	$254,783
CLOW JOHN C	VP RISK MANAGEMENT	0.20	Key Emp	$0	$22,289	$248,543
MICKELSON LAVONNE R	DIR OF AFFORD HOUSING OPS	0.20	Key Emp	$0	$4,875	$209,677
STECKBECK KENT	BUDGET & ANALYTICS DIR	0.20	Key Emp	$0	$5,371	$206,102
PHELPS LORI ANN	INFO SYSTEMS DIRECTOR	0.20	Key Emp	$0	$5,944	$204,059
ROBINSON TINA M	VP HOUSING ACCOUNTING	0.20	Key Emp	$0	$21,124	$214,780
HALL MAGGIE W	ASSOCIATE COUNSEL	0.20	Key Emp	$0	$23,477	$212,890
CHUNG DEAN H	CONTROLLER	0.20	Key Emp	$0	$31,777	$213,671
SANCHEZ OMAR E	CONSTRUCTION MANAGER SR	0.20	Key Emp	$0	$15,920	$199,550
SILVA JOANNE L	VP OCCUPANCY & TAX CREDIT	0.20	Key Emp	$0	$28,973	$212,522
FOX LAURA L	DIRECTOR OF CORP RECORDS	0.20	Officer	$0	$18,022	$182,283
RICANO PEGGY	ACCT MANAGER EXEMPT	0.20	Key Emp	$0	$20,771	$180,914
RAGON CHRISTY ANN	VP OF COMMUNICATIONS	0.20	Key Emp	$0	$23,388	$184,570
INGRAO SALVATORE A	DEVEL ACCOUNTING DIR	0.20	Highest	$0	$15,918	$173,401
YOUNG SEESEE	INTERNAL AUDIT DIRECTOR	0.20	Highest	$0	$4,876	$163,864
DO THANH-THANH	ACCT MANAGER EXEMPT	0.20	Highest	$0	$20,165	$173,627
MOSQUEIRA PHIL	AP DIRECTOR	0.20	Highest	$0	$21,625	$166,952
PORTER JR NEWMAN RUSH	ENTITLEMENT PROJ MANAGER	0.20	Highest	$0	$19,865	$167,531
DESAEGHER NORMA N	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
BUNN ANDREW	TREASURER	0.20	Officer Director	$0	$0	$0
EAST RAYMOND E	DIRECTOR	0.20	Director	$0	$0	$0
MINER DON J	DIRECTOR	0.20	Director	$0	$0	$0
POLLOCK JEFFREY R	DIRECTOR	0.20	Director	$0	$0	$0
HART DONALD G	DIRECTOR	0.20	Director	$0	$0	$0
WILSON CHERYL	DIRECTOR	0.20	Director	$0	$0	$0
SEE SCHEDULE JO SALARY	DISCLOSURE - PGS 28 & 32	0.00	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
2025	No data	$5,551	No data	No data
2024	$198,109	$31,388	$5,551	$166,721
2023	$6,334,092	$2,812,126	$93,451	$3,521,966
2022	$4,607,165	$5,970,682	$3,389,511	$-1,363,517
2021	$4,580,653	$5,751,755	$3,545,879	$-1,171,102
2020	$5,361,546	$5,669,728	$3,647,619	$-308,182
2019	$5,063,018	$5,670,679	$4,001,186	$-607,661
2018	$5,311,925	$5,166,956	$4,186,576	$144,969