2025-10-15T16:07:33-05:00 2024-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-01-01 680429198 SUN CITY LINCOLN HILLS COMMUNITY ASSOC SUNC 9166254024 965 ORCHARD CREEK LANE LINCOLN CA 95648 LAURA THIELE BOARD TREASURER 9166254024 2025-10-14 1 1 JENNIFER Z IWATA P01310188 9166466464 2025-10-14 2024 2025-03-06 01:10:19Z THOMAS BRUTTING 965 ORCHARD CREEK LANE LINCOLN CA 95648 27349801 0 X WWW.SUNCITY-LINCOLNHILLS.ORG X 1999 CA THE ORGANIZATION IS COMPRISED OF 6,783 HOMES ALONG WITH THE RELATED COMMON AREA IMPROVEMENTS SUCH AS A CLUBHOUSE, RESTAURANT AND FITNESS CENTER. IT IS RESPONSIBLE TO MAINTAIN, REPAIR AND REPLACE THE COMMON AREA PROPERTY. 7 7 333 120 439096 187844 0 0 14883990 16465085 294185 412839 3440503 3381931 18618678 20259855 0 0 0 0 7692072 8863156 0 0 0 10689299 11356624 18381371 20219780 237307 40075 44051279 44331073 2591561 2831280 41459718 41499793 THE ORGANIZATION IS COMPRISED OF 6,783 HOMES ALONG WITH THE RELATED COMMON AREA IMPROVEMENTS SUCH AS A CLUBHOUSE, RESTAURANT AND FITNESS CENTER. IT IS RESPONSIBLE TO MAINTAIN, REPAIR AND REPLACE THE COMMON AREA PROPERTY. 0 0 13873274 19373586 THE ORGANIZATION IS COMPRISED OF 6,783 HOMES ALONG WITH THE RELATED COMMON AREA IMPROVEMENTS SUCH AS A CLUBHOUSE, RESTAURANT AND FITNESS CENTER. IT IS RESPONSIBLE TO MAINTAIN, REPAIR AND REPLACE THE COMMON AREA PROPERTY. 13873274 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 76 0 1 333 1 1 1 0 0 0 1 1 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9166254016 965 ORCHARD CREEK LANE LINCOLN CA 95648 MARIE BARNES PRESIDENT 0.00 X X 0 0 0 JACK HARRIS VICE PRESIDENT 0.00 X X 0 0 0 ROBERT COPP TREASURER 0.00 X X 0 0 0 DENNY VALENTINE SECRETARY 0.00 X X 0 0 0 GARY KAWULA DIRECTOR 0.00 X 0 0 0 LYNNE WHITE DIRECTOR 0.00 X 0 0 0 MARCIA VANWAGNER DIRECTOR 0.00 X 0 0 0 KYLE BODYFELT THRU 102024 EXECUTIVE DIRECTOR 40.00 X 165213 0 10921 JEFF CAPONERA AS OF 112024 INTERIM EXECUTIVE DIRECTOR 40.00 X 127839 0 27811 ELIZABETH HOSEA-SMALL DIRECTOR OF FINANCE 40.00 X 112352 0 21701 DEBORAH MCILVAIN DIRECTOR OF LIFESTYLE/WELLFIT/SPA 40.00 X 133894 0 21559 JAMES TRONDSEN DIRECTOR OF FOOD & BEV 40.00 X 134772 0 12669 ERIK ROSALES DIRECTOR OF FACILITIES 40.00 X 112529 0 44286 CHRISTINA MCCLUNG DIRECTOR OF HUMAN RESOURCES 40.00 X 113016 0 882 899615 0 139829 7 0 1 0 SIERRA OFFICE SUPPLIES AND PRINTING 9950 HORN ROAD SACRAMENTO CA 95827 PRINTING SERVICES 258919 ESSES PRODUCTIONS 361 EDGEWOOD DRIVE RIO VISTA CA 94571 ENTERTAINMENT PRODUCER 139400 2 MEMBERSHIP DUES & ASSESSMENTS 713910 13541967 13541967 EVENTS/TRIPS 713940 1050277 1050277 WELLNESS SPA 713940 839717 839717 FITNESS CENTER 713940 786213 786213 CLASSES 713940 245665 245665 1246 1246 16465085 420202 420202 34334 0 34334 34334 34334 5729550 5729550 7363 0 -7363 -7363 -7363 4261534 1353033 2908501 2908501 NEWSLETTER ADVERTISING 900099 352697 352697 WEBSITE ADVERTISING 900099 34519 34519 BUSINESS FAIRS 900099 26765 26765 25115 25115 439096 20259855 19373586 439096 447173 X 465838 376631 89207 7091249 5752760 1338489 83699 66129 17570 596577 471344 125233 625793 512569 113224 236227 236227 38687 38687 273331 3400 269931 20825 20825 273461 114438 159023 138720 138720 23835 23835 20699 9335 11364 36233 10374 25859 2119813 2119813 578660 202215 376445 TAXES - FEDERAL UBIT 39448 39448 REPAIR AND MAINTENANCE 2908698 2908698 UTILITIES 1457949 1457949 COST OF EVENTS/TRIPS 789504 789504 2400534 1197928 1202606 20219780 13873274 6346506 0 9595 7217 2721178 2926102 239647 234058 161204 161876 207697 124725 76932659 48772856 28904266 28159803 11628580 12542942 103000 103000 76112 71350 44051279 44331073 601471 709924 1718137 1855293 271953 266063 2591561 2831280 X 28381532 27536325 13078186 13963468 41459718 41499793 44051279 44331073 40075 0 X X 0 1 X 1 0 0 1 0 5021699 5021699 38481039 22816346 15664693 22834872 19062337 3772535 10595049 6894173 3700876 28159803 DEPOSITS & OTHER LIABILITIES 266063 266063 X 19222060 -1037795 -1037795 20259855 0 20259855 19181985 0 19181985 1037795 1037795 20219780 PART X, LINE 2: WITH SOME EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF BUSINESS FAIR -3,297. COST OF CLASSES -448. COST OF EVENTS/TRIPS -789,504. COST OF NEWSLETTER -219,987. COST OF ROOM RENTALS -1,007. COST OF DIRECTORY -23,552. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF BUSINESS FAIR 3,297. COST OF CLASSES 448. COST OF EVENTS/TRIPS 789,504. COST OF NEWSLETTER 219,987. COST OF ROOM RENTALS 1,007. COST OF DIRECTORY 23,552. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 KYLE BODYFELT THRU 102024 EXECUTIVE DIRECTOR 165213 0 0 0 0 0 10351 0 570 0 176134 0 0 0 ERIK ROSALES DIRECTOR OF FACILITIES 112529 0 0 0 0 0 4235 0 40051 0 156815 0 0 0 JEFF CAPONERA AS OF 112024 INTERIM EXECUTIVE DIRECTOR 127839 0 0 0 0 0 14238 0 13573 0 155650 0 0 0 DEBORAH MCILVAIN DIRECTOR OF LIFESTYLE/WELLFIT/SPA 133894 0 0 0 0 0 8100 0 13459 0 155453 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A HOMEOWNERS ASSOCIATION COMPRISED OF 6,783 UNITS. WHEN A UNIT THAT IS PART OF THE ASSOCIATION IS PURCHASED, THE OWNERS AUTOMATICALLY BECOME MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY THE BOARD POSITIONS THAT ARE OPEN ARE ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B AN INCREASE IN THE ANNUAL BUDGET OF MORE THAN 20% REQUIRES MEMBERSHIP APPROVAL. CAPITAL IMPROVEMENTS OF MORE THAN 5% OF THE BUDGET REQUIRES MEMBERSHIP APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS AND DIRECTOR OF FINANCE WILL REVIEW THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND KEY PERSONNEL RENEW ANNUALLY WITH REGULAR MONITORING AND ENFORCEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND HAS A CONTRACT WITH THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIECTOR DETERMINES THE COMPENSATION FOR KEY EMPLOYEES. THIS PROCESS WAS LAST UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST OR ON THE ASSOCIATION'S WEBSITE FOR MEMBERS. FORM 990, PART IX, LINE 24E SUPPLIES: PROGRAM SERVICE EXPENSES 479,049. MANAGEMENT AND GENERAL EXPENSES 160,925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 639,974. REPLACEMENT FUND EXPENSES: PROGRAM SERVICE EXPENSES 17,828. MANAGEMENT AND GENERAL EXPENSES 491,059. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 508,887. BANK FEES: PROGRAM SERVICE EXPENSES 284,165. MANAGEMENT AND GENERAL EXPENSES 15,558. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 299,723. SECURITY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 292,299. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 292,299. COST OF NEWSLETTER: PROGRAM SERVICE EXPENSES 219,987. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,987. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 31,029. MANAGEMENT AND GENERAL EXPENSES 129,213. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,242. EMPLOYEE/RES RELATIONS: PROGRAM SERVICE EXPENSES 62,763. MANAGEMENT AND GENERAL EXPENSES 25,823. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,586. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,000. LICENSES & FEES: PROGRAM SERVICE EXPENSES 37,790. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,790. COST OF DIRECTORY: PROGRAM SERVICE EXPENSES 23,552. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,552. TAXES - STATE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,777. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,777. UNIFORMS: PROGRAM SERVICE EXPENSES 18,572. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,572. TAXES - PERSONAL PROPERTY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 14,765. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,765. RECRUITING: PROGRAM SERVICE EXPENSES 12,090. MANAGEMENT AND GENERAL EXPENSES 890. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,980. ENTERTAINMENT: PROGRAM SERVICE EXPENSES 8,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,300. COST OF BUSINESS FAIR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,297. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,297. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 1,348. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,348. COST OF ROOM RENTALS: PROGRAM SERVICE EXPENSES 1,007. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,007. COST OF CLASSES: PROGRAM SERVICE EXPENSES 448. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 448. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.