Sun City West Foundation

Analysis

Sun City West Foundation is a registered charity in United States, based in Sun City West, AZ. It received its IRS tax-exemption ruling in June 1985, 41 years ago. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending September 2023, Sun City West Foundation reported income of $893k and spending of $672k, leaving 25% of income unspent that year. Across the 5 years on record, from September 2019 to September 2023, income grew from $640k to $893k (+40%), an average of +8.7% a year. The sharpest change came in the year to September 2023, when income rose by 111%. Over the whole period it spent 94% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Sun City West Foundation sits at the 76th percentile: it is larger than about 76% of them. Against every charity in United States with reported income it ranks in the 78th percentile, and in the 75th percentile within AZ. Charities of a similar size with the same main cause include North Kingstown Food Pantry Inc ($893k), Indiana Soccer Association Inc ($893k) and Cross Trail Outfitters Inc ($893k).

On its Form 990 for the period ending September 2023, revenue came from contributions and grants 41% and program service revenue 35% of the total. Compensation of current officers, directors and key employees was $82k (12% of expenses). Other salaries and wages came to $167k. At year end it held assets of $2.9m against liabilities of $11k, net assets of $2.9m. It reported 25 employees.