Sun City West Foundation
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 445,170 | 542,444 | −97,274 | 60.5 | 41% |
| 2012 | 553,958 | 583,328 | −29,370 | 55.7 | 39% |
| 2013 | 538,085 | 575,139 | −37,054 | 55.7 | 40% |
| 2014 | 543,938 | 561,019 | −17,081 | 56.7 | 42% |
| 2015 | 546,799 | 579,876 | −33,077 | 54.2 | 44% |
| 2016 | 636,893 | 595,328 | 41,565 | 53.6 | 43% |
| 2017 | 608,225 | 609,540 | −1,315 | 52.4 | 37% |
| 2018 | 609,162 | 578,031 | 31,131 | 55.9 | 36% |
| 2019 | 639,566 | 607,537 | 32,029 | 53.8 | 36% |
| 2020 | 528,430 | 602,922 | −74,492 | 52.7 | 38% |
| 2021 | 716,123 | 510,413 | 205,710 | 67.1 | 38% |
| 2022 | 423,304 | 616,420 | −193,116 | 51.8 | 38% |
| 2023 | 892,869 | 671,852 | 221,017 | 51.5 | 37% |
In its most recent public year (2023), this organization brought in $221,017 more than it spent. Its reserves stood at about 51.5 months of spending, down from 60.5 in 2011. Staff pay was 37% of spending. $223,610 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Sun City West Foundation's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works