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Sun City West Foundation

  • Sun City West, AZ
  • Tax-exempt since June 1985
  • EIN: 74-2358945

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$893k (2023)

Expenses
$672k (2023)

Total Assets
$2.89M (2023)

Total Liabilities
$10.7k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$892,869
Expenses
$671,852
Net Income
$221,017
Net Assets
$2,882,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $367,159
41.1%
Program Services $311,014
34.8%
Investment Income $141,231
15.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $55,096
6.2%
Sales of Assets $9,550
1.1%
Net Inventory Sales $0
Other Revenue $8,819
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $82,154
12.2%
Professional Fundraising Fees $0
Other Salaries and Wages $166,642
24.8%
Assets/Debt
Total Assets $2,892,819
Total Liabilities $10,684
Net Assets $2,882,135
Compensation
Key Employees and Officers Compensation Related Other
Patricia Rowan (Executive Direc) $82,154 $0 $0
Laurie Deeg (Director) $0 $0 $0
Terry Hamman (Treasurer) $0 $0 $0
Chuck Thompson (Vice President) $0 $0 $0
Dick Livengood (President) $0 $0 $0
Brian Russell (Director) $0 $0 $0
Merlyn Carlson (Secretary) $0 $0 $0
Betty Dorsey (Director) $0 $0 $0
Rosemary Dougherty (Director) $0 $0 $0
Karen Battaglia (Director) $0 $0 $0
Dan Hern (Director) $0 $0 $0
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Document Links

990
Filed on Feb. 5, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$423,304
Expenses
$616,420
Net Income
-$193,116
Net Assets
$2,661,118
Notable Sources of Revenue Percent of Total Revenue
Contributions $357,153
84.4%
Program Services $285,247
67.4%
Investment Income -$238,858
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,335
1.5%
Net Inventory Sales $0
Other Revenue $13,427
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $75,615
12.3%
Professional Fundraising Fees $0
Other Salaries and Wages $157,320
25.5%
Assets/Debt
Total Assets $2,668,818
Total Liabilities $7,700
Net Assets $2,661,118
Compensation
Key Employees and Officers Compensation Related Other
Patricia Rowan (Executive Direc) $75,615 $0 $0
Laurie Deeg (Director) $0 $0 $0
Terry Hamman (Treasurer) $0 $0 $0
Chuck Thompson (Vice President) $0 $0 $0
Dick Livengood (President) $0 $0 $0
Brian Russell (Director) $0 $0 $0
Merlyn Carlson (Secretary) $0 $0 $0
Betty Dorsey (Director) $0 $0 $0
Rosemary Dougherty (Director) $0 $0 $0
Karen Battaglia (Director) $0 $0 $0
Jim Sloan (Director) $0 $0 $0
Gary Cohen (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$716,123
Expenses
$510,413
Net Income
$205,710
Net Assets
$2,854,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $295,919
41.3%
Program Services $219,655
30.7%
Investment Income $143,334
20.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,266
2.1%
Net Inventory Sales $0
Other Revenue $41,949
5.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $69,519
13.6%
Professional Fundraising Fees $0
Other Salaries and Wages $122,337
24.0%
Assets/Debt
Total Assets $2,862,484
Total Liabilities $8,250
Net Assets $2,854,234
Compensation
Key Employees and Officers Compensation Related Other
Patricia Rowan (Executive Direc) $69,519 $0 $0
Jim Carlson (Director) $0 $0 $0
Terry Hamman (Treasurer) $0 $0 $0
Chuck Thompson (Director) $0 $0 $0
Dick Livengood (President) $0 $0 $0
Brian Russell (Director) $0 $0 $0
Merlyn Carlson (Secretary) $0 $0 $0
Betty Dorsey (Director) $0 $0 $0
Rosemary Dougherty (Director) $0 $0 $0
Jim Sloan (Director) $0 $0 $0
Karen Ritz (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 9, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$528,430
Expenses
$602,922
Net Income
-$74,492
Net Assets
$2,648,524
Notable Sources of Revenue Percent of Total Revenue
Contributions $225,492
42.7%
Program Services $197,213
37.3%
Investment Income $88,087
16.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,254
2.1%
Net Inventory Sales $0
Other Revenue $6,384
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $71,154
11.8%
Professional Fundraising Fees $0
Other Salaries and Wages $160,561
26.6%
Assets/Debt
Total Assets $2,652,724
Total Liabilities $4,200
Net Assets $2,648,524
Compensation
Key Employees and Officers Compensation Related Other
Patricia Rowan (Executive Direc) $71,154 $0 $0
Jim Carlson (Director) $0 $0 $0
Terry Hamman (Treasurer) $0 $0 $0
Chuck Thompson (Director) $0 $0 $0
Dick Livengood (Vice President) $0 $0 $0
Brian Russell (Director) $0 $0 $0
Merlyn Carlson (Secretary) $0 $0 $0
Betty Dorsey (Director) $0 $0 $0
Rosemary Dougherty (Director) $0 $0 $0
Ralph Johnson (Director) $0 $0 $0
Karen Ritz (Director) $0 $0 $0
Dick Catlin (President) $0 $0 $0
+ View more people

Document Links

990
Filed on June 28, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$639,566
Expenses
$607,537
Net Income
$32,029
Net Assets
$2,723,016
Notable Sources of Revenue Percent of Total Revenue
Contributions $253,951
39.7%
Program Services $296,052
46.3%
Investment Income $83,430
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,034
Net Inventory Sales $0
Other Revenue $9,167
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $63,461
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $153,511
25.3%
Assets/Debt
Total Assets $2,732,016
Total Liabilities $9,000
Net Assets $2,723,016

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$609,162
Expenses
$578,031
Net Income
$31,131
Net Assets
$2,690,987
Notable Sources of Revenue Percent of Total Revenue
Contributions $117,607
19.3%
Program Services $437,285
71.8%
Investment Income $32,461
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,500
0.2%
Net Inventory Sales $0
Other Revenue $20,309
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $59,000
10.2%
Professional Fundraising Fees $0
Other Salaries and Wages $150,397
26.0%
Assets/Debt
Total Assets $2,700,137
Total Liabilities $9,150
Net Assets $2,690,987

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$608,225
Expenses
$609,540
Net Income
-$1,315
Net Assets
$2,659,856
Notable Sources of Revenue Percent of Total Revenue
Contributions $107,498
17.7%
Program Services $435,841
71.7%
Investment Income $47,400
7.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,258
Net Inventory Sales $0
Other Revenue $19,744
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $49,596
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $178,602
29.3%
Assets/Debt
Total Assets $2,667,850
Total Liabilities $7,994
Net Assets $2,659,856

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$636,893
Expenses
$595,328
Net Income
$41,565
Net Assets
$2,661,171
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,544
16.4%
Program Services $433,846
68.1%
Investment Income $86,338
13.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,137
Net Inventory Sales $0
Other Revenue $13,302
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $49,211
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $206,155
34.6%
Assets/Debt
Total Assets $2,668,371
Total Liabilities $7,200
Net Assets $2,661,171

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$546,799
Expenses
$579,876
Net Income
-$33,077
Net Assets
$2,619,606
Notable Sources of Revenue Percent of Total Revenue
Contributions $112,750
20.6%
Program Services $407,619
74.5%
Investment Income $29,375
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$12,050
Net Inventory Sales $0
Other Revenue $9,105
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $47,365
8.2%
Professional Fundraising Fees $0
Other Salaries and Wages $208,745
36.0%
Assets/Debt
Total Assets $2,626,356
Total Liabilities $6,750
Net Assets $2,619,606

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$543,938
Expenses
$561,019
Net Income
-$17,081
Net Assets
$2,652,683
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,826
14.3%
Program Services $390,112
71.7%
Investment Income $67,618
12.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$256
Net Inventory Sales $0
Other Revenue $8,638
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $44,677
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $190,766
34.0%
Assets/Debt
Total Assets $2,659,883
Total Liabilities $7,200
Net Assets $2,652,683

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$538,085
Expenses
$575,139
Net Income
-$37,054
Net Assets
$2,669,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $107,068
19.9%
Program Services $384,172
71.4%
Investment Income $40,275
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,377
Net Inventory Sales $0
Other Revenue $7,947
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $43,443
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $186,047
32.3%
Assets/Debt
Total Assets $2,676,414
Total Liabilities $6,650
Net Assets $2,669,764

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$553,958
Expenses
$583,328
Net Income
-$29,370
Net Assets
$2,706,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,204
13.0%
Program Services $389,015
70.2%
Investment Income $106,082
19.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$20,871
Net Inventory Sales $0
Other Revenue $7,528
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $42,377
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $186,367
31.9%
Assets/Debt
Total Assets $2,711,018
Total Liabilities $4,200
Net Assets $2,706,818

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$445,170
Expenses
$542,444
Net Income
-$97,274
Net Assets
$2,736,188
Notable Sources of Revenue Percent of Total Revenue
Contributions $68,012
15.3%
Program Services $372,740
83.7%
Investment Income -$4,243
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,523
Net Inventory Sales $0
Other Revenue $10,184
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $41,000
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $180,063
33.2%
Assets/Debt
Total Assets $2,737,088
Total Liabilities $900
Net Assets $2,736,188

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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