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Sun City Rotary Foundation Inc

  • Sun City, AZ
  • Tax-exempt since Dec. 1968
  • EIN: 86-0217390

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
$26.1k (2024)

Expenses
$27.7k (2024)

Total Assets
$287k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$26,145
Expenses
$27,714
Net Income
-$1,569
Net Assets
$287,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,476
32.4%
Program Services $0
Investment Income $16,048
61.4%
Net Fundraising $0
Sales of Assets $1,621
6.2%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $287,158
Total Liabilities $0
Net Assets $287,158
Compensation
Key Employees and Officers Compensation Other
Annette Valentine (President) $0 $0
Elizabeth Mahoney (Secretary) $0 $0
Michael Zongolowicz (Treasurer) $0 $0

Document Links

990-EZ
Filed on Oct. 8, 2024

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

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$17,003
Expenses
$33,410
Net Income
-$16,407
Net Assets
$268,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,576
15.2%
Program Services $0
Investment Income $11,996
70.6%
Net Fundraising $0
Sales of Assets $2,431
14.3%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $268,445
Total Liabilities $0
Net Assets $268,445
Compensation
Key Employees and Officers Compensation Other
Annette Valentine (President) $0 $0
Elizabeth Mahoney (Secretary) $0 $0
Michael Zongolowicz (Treasurer) $0 $0

Document Links

990-EZ
Filed on Oct. 3, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$35,778
Expenses
$42,000
Net Income
-$6,222
Net Assets
$274,342
Notable Sources of Revenue Percent of Total Revenue
Contributions $732
2.0%
Program Services $0
Investment Income $28,695
80.2%
Net Fundraising $0
Sales of Assets $6,351
17.8%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $274,342
Total Liabilities $0
Net Assets $274,342
Compensation
Key Employees and Officers Compensation Other
Annette Valentine (President) $0 $0
Elizabeth Mahoney (Secretary) $0 $0
Michael Zongolowicz (Treasurer) $0 $0
Carrie Kulesh (Previous Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 8, 2022

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$36,122
Expenses
$34,500
Net Income
$1,622
Net Assets
$344,052
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,634
4.5%
Program Services $0
Investment Income $25,012
69.2%
Net Fundraising $0
Sales of Assets $9,476
26.2%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $344,052
Total Liabilities $0
Net Assets $344,052
Compensation
Key Employees and Officers Compensation Other
Michael A Zongolowicz (Treasurer) $0 $0
Carrie J Kulesh (Secretary) $0 $0
Annete Valentine (President) $0 $0

Document Links

990-EZ
Filed on Oct. 25, 2021

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$22,308
Expenses
$37,159
Net Income
-$14,851
Net Assets
$300,034
Notable Sources of Revenue Percent of Total Revenue
Contributions $244
1.1%
Program Services $0
Investment Income $15,194
68.1%
Net Fundraising $0
Sales of Assets $6,870
30.8%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $300,034
Total Liabilities $0
Net Assets $300,034
Compensation
Key Employees and Officers Compensation Other
Michael A Zongolowicz (Treasurer) $0 $0
Carrie J Kulesh (Secretary) $0 $0
Annete Valentine (President) $0 $0

Document Links

990-EZ
Filed on Oct. 30, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,015
Expenses
$32,128
Net Income
$5,887
Net Assets
$322,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,485
3.9%
Program Services $0
Investment Income $28,594
75.2%
Net Fundraising $0
Sales of Assets $7,936
20.9%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $322,695
Total Liabilities $0
Net Assets $322,695
Compensation
Key Employees and Officers Compensation Other
Annette Valentine (President) $0 $0
Carrie J Kulesh (Secretary) $0 $0
Michael A Zongolowicz (Treasurer) $0 $0

Document Links

990-EZ
Filed on Feb. 13, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$32,695
Expenses
$32,912
Net Income
-$217
Net Assets
$322,306
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,755
11.5%
Program Services $0
Investment Income $21,833
66.8%
Net Fundraising $0
Sales of Assets $7,107
21.7%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $322,306
Total Liabilities $0
Net Assets $322,306
Compensation
Key Employees and Officers Compensation Other
Annette Valentine (Secretary) $0 $0
Carrie J Kulesh (President) $0 $0
Michael A Zongolowicz (Treasurer) $0 $0
William F Aaron (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 31, 2018

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

View Filing
XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,018
Expenses
$29,279
Net Income
-$5,261
Net Assets
$328,759
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,738
11.4%
Program Services $0
Investment Income $14,765
61.5%
Net Fundraising $0
Sales of Assets $6,515
27.1%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $328,759
Total Liabilities $0
Net Assets $328,759
Compensation
Key Employees and Officers Compensation Other
Annette Valentine (Secretary) $0 $0
Carrie J Kulesh (President) $0 $0
Michael A Zongolowicz (Treasurer) $0 $0
Robert A Chartrand (Director) $0 $0
William F Aaron (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 13, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$27,994
Expenses
$26,466
Net Income
$1,528
Net Assets
$317,423
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,341
8.4%
Program Services $0
Investment Income $20,467
73.1%
Net Fundraising $0
Sales of Assets $4,686
16.7%
Net Inventory Sales $0
Other Revenue $500
1.8%
Assets/Debt
Total Assets $317,423
Total Liabilities $0
Net Assets $317,423
Compensation
Key Employees and Officers Compensation Other
Annette Valentine (President) $0 $0
Carrie J Kulesh (Secretary) $0 $0
Michael A Zongolowicz (Treasurer) $0 $0
Robert Gilberg (Director) $0 $0
William F Aaron (Director) $0 $0
Robert A Chartrand (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 7, 2016

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$26,891
Expenses
$25,944
Net Income
$947
Net Assets
$326,924
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,015
3.8%
Program Services $0
Investment Income $21,494
79.9%
Net Fundraising $0
Sales of Assets $4,382
16.3%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $326,924
Total Liabilities $0
Net Assets $326,924
Compensation
Key Employees and Officers Compensation Other
Annette Valentine (President) $0 $0
Carrie J Kulesh (Secretary) $0 $0
Michael A Zongolowicz (Treasurer) $0 $0
Robert Gilberg (Director) $0 $0
William F Aaron (Director) $0 $0
Charles Trantina (Director) $0 $0
Robert A Chartrand (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 28, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$28,387
Expenses
$32,817
Net Income
-$4,430
Net Assets
$343,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,310
8.1%
Program Services $0
Investment Income $21,488
75.7%
Net Fundraising $0
Sales of Assets $4,589
16.2%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $343,863
Total Liabilities $0
Net Assets $343,863

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,089
Expenses
$31,289
Net Income
-$7,200
Net Assets
$318,146
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,768
7.3%
Program Services $0
Investment Income $12,366
51.3%
Net Fundraising $7,429
30.8%
Sales of Assets $2,526
10.5%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $318,146
Total Liabilities $0
Net Assets $318,146

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$12,590
Expenses
$33,020
Net Income
-$20,430
Net Assets
$300,634
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,213
9.6%
Program Services $0
Investment Income $9,159
72.7%
Net Fundraising $0
Sales of Assets $2,218
17.6%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $300,634
Total Liabilities $0
Net Assets $300,634

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$11,131
Expenses
$39,864
Net Income
-$28,733
Net Assets
$313,743
Notable Sources of Revenue Percent of Total Revenue
Contributions $550
4.9%
Program Services $0
Investment Income $9,126
82.0%
Net Fundraising $0
Sales of Assets $1,455
13.1%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $313,743
Total Liabilities $0
Net Assets $313,743

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
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-EZ

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

PDF

Fiscal Year Ending June
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-EZ

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

PDF
PDF (2 of 2)

Fiscal Year Ending June
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 June
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

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.

Updated