2025-11-06T10:58:25-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-01-01 860404687 SUN CITY AREA INTERFAITH SERVICES INC DBA BENEVILLA SUNC 6235844999 16752 N GREASEWOOD STREET SURPRISE AZ 85378 KRISTEN WILSON CHIEF OPERATING OFFICER 6235844999 2025-11-03 1 0 SHARLYNN GARZA P02038329 4808394900 2025-11-03 2024 2025-03-06 01:10:19Z BENEVILLA JOANNE BYERS 16752 N GREASEWOOD STREET SURPRISE AZ 85378 12148455 0 X WWW.BENEVILLA.ORG X 1981 AZ BENEVILLA ENRICHES LIVES OF WEST VALLEY RESIDENTS BY SERVING OLDER ADULTS, (CONTINUED ON SCHEDULE O) ADULTS WITH DISABILITIES, CHILDREN, AND THE FAMILIES WHO CARE FOR THEM. 12 12 154 276 0 0 2924807 5517369 3304041 3571791 174110 172060 16034 -10974 6418992 9250246 0 38337 0 0 4833889 4535394 0 0 758629 2676693 2243837 7510582 6817568 -1091590 2432678 12813911 15416612 1118506 1050493 11695405 14366119 X BENEVILLA ENRICHES LIVES OF WEST VALLEY RESIDENTS BY SERVING OLDER ADULTS, ADULTS WITH DISABILITIES, CHILDREN, AND THE FAMILIES WHO CARE FOR THEM. 0 0 2328083 2263668 BENEVILLA ADULT LIFE ENRICHMENT DAY PROGRAMS PROVIDED OVER 122,700 HOURS OF CAREGIVER RESPITE IN 2024 BY SERVING 268 MEMBERS WITH SOCIAL, PHYSICAL, AND MENTAL STIMULATION INTEGRAL TO SUCCESSFUL AGING. EACH PROGRAM'S UNIQUENESS ADDRESSES THE SPECIFIC NEEDS OF OLDER ADULTS LIVING WITH ALZHEIMER'S DISEASE, CHRONIC ILLNESS, OR INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. OUR LIFE ENRICHMENT DAY PROGRAMS ARE ACCREDITED THROUGH CARF (COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES), EXCEED THE EXPECTATIONS OF THE DEPARTMENT OF HEALTH SERVICES AND MAINTAIN BEST PRACTICES IN THE FIELD OF ADULT DAY SERVICES. EACH PROGRAM PROVIDES AN ALTERNATIVE TO INSTITUTIONAL CARE AND HELPS OLDER ADULTS REMAIN INDEPENDENT AT HOME FOR AS LONG AS POSSIBLE. 1278566 1184800 WIRTZIE'S PRESCHOOL AND CHILDCARE PROVIDES A SAFE AND NURTURING ENVIRONMENT FOR CHILDREN AGES SIX WEEKS TO FIVE YEARS OLD. CLASSES ARE DESIGNED TO PROVIDE AGE-APPROPRIATE, CHILD-DIRECTED ACTIVITIES THAT INSPIRE THEM TO LEARN AND DISCOVER THROUGH PLAY. WIRTZIE'S IS NATIONALLY ACCREDITED THROUGH THE NATIONAL ACCREDITATION COMMISSION FOR EARLY CARE AND EDUCATION PROGRAMS AND IN 2024, PROVIDED QUALITY CHILDCARE TO 167 CHILDREN. AN OPTIONAL INTERGENERATIONAL PROGRAM CONNECTS CHILDREN FROM WIRTZIE'S WITH OLDER ADULTS THROUGH OUR LIFE ENRICHMENT PROGRAM, WHO HAVE EARLY TO MODERTATE STAGES OF DEMENTIA FOR STRUCTURED, CREATIVE TIME TOGETHER. WIRTZIES PRESCHOOL AND CHILDCARE IS ALSO A 4-STAR RATED QUALITY FIRST PROGRAM WHICH MEANS THAT THIS PROGRAM HAS EXCEEDED THE STATE'S ESTABLISHED QUALITY STANDARDS AND DEMONSTRATES MANY PRACTIES ASSOCIATED WITH HIGH-QUALITY EARLY EDUCATION PROGRAMS. 419144 38337 45307 BENEFITNESS ADAPTIVE GYM PROVIDES AN INNOVATIVE AND EXCITING FITNESS SPACE TO HELP THOSE WHO HAVE DIFFERENT ABILITIES, SPECIAL CONSIDERATIONS, AND CHRONIC MEDICAL CONDITIONS. FITNESS AND WELLNESS GOALS ARE CUSTOMIZED TO MEET THE UNIQUE NEEDS OF EACH MEMBER AND CAREGIVER, THROUGH GROUP CLASSES AND PERSONAL TRAINING, ENSURING THAT EVERYONE HAS THE OPPORTUNITY TO IMPROVE THEIR HEALTH AND ENHANCE VITALITY. IN 2024, 200 MEMBERS ATTENDED ONE OF OVER 1,790 GROUP CLASSES AT BENEFITNESS AND OVER 1,020 PERSONAL TRAINING SESSIONS WERE HELD. 1090614 78016 THE BENEVILLA CARES PROGRAM HELPS CONNECT OLDER ADULTS AND ADULTS WITH DISABILITIES, AND THEIR CAREGIVERS, TO RESOURCES AND ASSISTANCE TO MAINTAIN INDEPENDENCE AND QUALITY OF LIFE. BENEVILLA CARES OFFERS THREE PRIMARY PROGRAMS THAT ARE FREE OF CHARGE TO AREA RESIDENTS. THE HOME SERVICES PROGRAM ASSISTS MORE THAN 250 WEST VALLEY SENIORS AND ADULTS WITH DISABILITIES CAN CONTINUE LIVING BY PAIRING A BENEVILLA VOLUNTEER TO ASSIST WITH HOME-BASED SERVICES SUCH AS GROCERY SHOPPING, ASSISTED TRANSPORTATION TO MEDICAL APPOINTMENTS, MINOR HOME REPAIRS, BUSINESS ASSISTANCE AND FRIENDLY VISITORS/PHONE PAL VISITS. OUR INFORMATION AND RESOURCE SERVICE PROVIDES CRUCIAL SUPPORT TO OVER 2,400 OLDER AND VULNERABLE ADULTS AND THEIR CAREGIVERS ANNUALLY. AND LASTLY, BENEVILLA OFFERS FREE CAREGIVER SUPPORT GROUPS THAT MEET REGULARLY THROUGHOUT THE COMMUNITY SUCH AS LIFE DURING LOSS, REBUILDING LIFE AFTER LOSS, AND GENERAL CAREGIVING CAREGIVER SUPPORT. 1090614 78016 5116407 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 37 0 154 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 6235844999 16752 N GREASEWOOD STREET SURPRISE AZ 85378 OANA CONSTANTINESCU CHAIR 1.00 X X 0 0 0 BRIAN LAURIE VICE CHAIR 1.00 X X 0 0 0 CHRIS ARLAUD SECRETARY 1.00 X X 0 0 0 MIKE ZONGOLOWICZ TREASURER 3.00 X X 0 0 0 SHEA BOULWARE-CREED DIRECTOR 1.00 X 0 0 0 JOHN BRIDGFORD DIRECTOR 1.00 X 0 0 0 JOE DEBLASI DIRECTOR 1.00 X 0 0 0 ERICA DORWARD DIRECTOR 1.00 X 0 0 0 DR KIRBY KENNEDY DIRECTOR 1.00 X 0 0 0 PASTOR KIM STERNER DIRECTOR 1.00 X 0 0 0 BOB SUHR DIRECTOR 1.00 X 0 0 0 LARRY VERING DIRECTOR 1.00 X 0 0 0 JOANNE BYERS CEO 45.00 X 187432 0 35275 ANTHONY VALENCIA COO 45.00 X 147665 0 15383 SARA VILLANUEVA VICE-PRESIDENT OF DONOR RELATIONS 45.00 X 125077 0 16690 COURTNEY ALLEN VICE-PRESIDENT OF PROGRAM OPERATIONS 45.00 X 116575 0 11794 576749 0 79142 4 0 1 0 0 97223 123153 617422 4679571 30909 5517369 PARTICIPANT FEES 900099 3517247 3517247 BENEFITNESS 900099 44740 44740 OTHER PROGRAM REVENUES 900099 6408 6408 FOOD SALES 900099 3396 3396 3571791 176512 176512 1505 0 1505 1505 1505 2779669 39155 2770575 52701 9094 -13546 -4452 -4452 50436 123153 72853 -22417 -22417 12018 2080 9938 9938 9250246 3571791 0 161086 38337 38337 655891 166945 294543 194403 3296073 2849223 256140 190710 24700 24700 273408 218511 28209 26688 285322 221431 38126 25765 2195 2195 37600 37600 891 891 425684 220548 36075 169061 150171 50881 30075 69215 90044 48826 32544 8674 393756 365363 27413 980 68236 62642 2129 3465 12582 12582 355278 279307 75971 FOOD AND BEVERAGE 289246 288591 655 SUPPLIES 203984 157395 17183 29406 EDUCATION AND SUBSCRIPT 68099 49578 11375 7146 MISCELLANEOUS 56951 6423 30456 20072 89120 67706 8370 13044 6817568 5116407 942532 758629 478901 3139584 577614 430540 198807 856591 370970 346673 6344 8527 72460 83778 11143021 5085078 6372437 6057943 4596451 4351090 64106 67468 75821 74418 12813911 15416612 397467 465573 100246 8000 500000 497750 120793 79170 1118506 1050493 X 8397709 7641541 3297696 6724578 11695405 14366119 12813911 15416612 X 2432678 200591 37445 X X 0 1 X 1 0 X 4030537 6025457 4085577 2924807 5517369 22583747 4030537 6025457 4085577 2924807 5517369 22583747 1817374 20766373 93230 91530 116670 174272 178017 653719 12425 9938 22363 2289 3295 19484 30736 55804 23315633 9566498 0.89070 0.96570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,289. 2021 AMOUNT: $ 3,295. 2022 AMOUNT: $ 19,484. 2023 AMOUNT: $ 30,736. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3060339 215372 102972 3172739 2854718 320338 95903 18814 3060339 3403930 -501883 34965 12364 2854718 3217786 186144 3403930 3200848 153364 136426 3217786 1.00000 0 0 844343 844343 8541023 3829293 4711730 120602 79185 41417 1637053 1176600 460453 6057943 CHARITABLE GIFT ANNUITIES 2222 OPERATING LEASE LIABILITIES 76948 79170 X PART V, LINE 4: THE ORGANIZATION HAS AN ENDOWMENT FUND THAT WAS CREATED TO SUPPORT THE OPERATING COSTS OF THE BOVARD BUILDING. THE PERMANENTLY RESTRICTED ENDOWMENT CONSISTS OF DONOR RESTRICTED FUNDS WHERE THE PRINCIPAL IS TO BE HELD IN PERPETUITY, AND THE INVESTMENT INCOME MAY BE USED TO SUPPORT THE OPERATING COSTS OF THE BUILDING. PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILLNOT BE SUSTAINED UPON EXAMINATIN BY THE TAX AUTHORITIES. AS OF DECEMBER 31, 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. DINNER IN THE DESERT 173589 123153 50436 2000 4549 47339 2150 16815 173589 123153 50436 2000 4549 47339 2150 16815 72853 -22417 1 SCHOLARSHIPS 20 38337 PART I, LINE 2: ALL INDIVIDUALS WHO APPLY FOR THE SCHOLARSHIP WILL NEED TO APPLY ANNUALLY TO ENSURE THEIR INCOME STILL MEETS THE QUALIFICATIONS. ALL INDIVIDUALS ARE REQUIRED TO SUBMIT THE FOLLOWING TO THE FINANCE DEPARTEMENT TO SEE IF THE INDIVIDUAL IS ELIGIBLE FOR THE SCHOLARSHIP: BENEVILLA SCHOLARSHIP APPLICATION, MOST RECENT TAX FROMS, THREE MONTHS OF RECENT BANK CHECKING AND SAVINGS ACCOUNT STATEMENTS, WAGE DISCLOSURE FROM SOCIAL SECURITY OR OTHER SOURCES, AND STATESMENTS RE: PENSIONS, INVESTMENTS, AND/OR TRUST INCOME. BENEVILLA REVIEWS THE APPLICATIONS TO MAKE SURE INDIVIDUALS MEET THE QUALIFICATIONS TO RECEIVE A SCHOLARSHIP. X 1 0 0 0 0 0 0 1 0 JOANNE BYERS CEO 179557 0 7875 0 0 0 19941 0 15334 0 222707 0 0 0 ANTHONY VALENCIA COO 147665 0 0 0 0 0 7713 0 7670 0 163048 0 0 0 PART I, LINE 4A ANTHONY VALENCIA RECEIVED A SERVERANCE PACKAGE IN THE AMOUNT OF $82,926 PART I, LINE 7 THE CEO RECEIVED A BONUS BASED ON A BONUS PLAN, DEVELOPED BY THE BOARD OF DIRECTORS, WHICH INCLUDED SEVERAL METRICS, BOTH FINANCIAL AND NON-FINANCIAL. X SUPPLIES 51 28909 SALE OF COMPARABLE P X AUCTION ITEM 1 2000 SALE OF COMPARABLE P 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B IS THE TOTAL NUMBER OF CONTRIBUTIONS MADE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS COMPLETED BY THE ORGANIZATION'S CPA AUDIT FIRM AND REVIEWED BY THE PRESIDENT/CEO AND CFO, FINANCE COMMITTEE, AND BOARD OF DIRECTORS. BEFORE FILING THE 990 RETURN IT IS APPROVED IN ENTIRETY AS PART OF THE BOARD'S DUTIES IN APPROVING ITS ANNUAL REPORT TO THE STATE OF ARIZONA. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW MEMBERS TO THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST AND CODE OF ETHICS STATEMENT AT BOARD ORIENTATION. EACH YEAR THEREAFTER, ALL MEMBERS ARE ASKED TO RE-SIGN THE CONFLICT OF INTEREST STATEMENT AND CODE OF ETHICS. ALL NEW BOARD MEMBERS ATTEND AN ORIENTATION SESSION AT WHICH TIME THIS POLICY IS DISCUSSED SO AWARENESS IS CREATED AT THE ONSET. DURING BOARD MEETINGS, IF A CONFLICT EXISTS, MEMBERS ABSTAIN FROM VOTING WHERE THERE IS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A FOR THE CEO, THE COMPENSATION PACKAGE WAS APPROVED BY THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS. IN ADDITION, AN OUTSIDE COMPENSATION FIRM TO THE ORGANIZATION PROVIDED ADDITIONAL INFORMATION. MINUTES THAT BECOME PART OF THE CONFIDENTIAL EMPLOYEE FILES. FORM 990, PART VI, SECTION C, LINE 19 SUN CITY AREA INTERFAITH SERVICES' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE IN THE ORGANIZATION'S ANNUAL REPORT. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF CHARITABLE GIFT ANNUITIES 37,445. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ICC CHILD CARE LLC DBA WIRTZIE'S CHILD DEVELOPMENT CENTER 16752 N GREASEWOOD STREET SURPRISE AZ 85378 CHILD CARE AND PRESCHOOL 6 MOS TO 5 YEARS OLD AZ 1307772 17482 SUN CITY INTERFAITH SERVICES INC BIRT'S BISTRO LLC 16752 N GREASEWOOD STREET SURPRISE AZ 85378 RESTAURANT AZ 0 54553 SUN CITY INTERFAITH SERVICES INC