Nonprofit · EIN 74-2439569
SUN CITIES AREA HISTORICAL SOCIETY INC
Tax-exempt · SUN CITY, AZ 85351
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $90,738 | $46,935 | $43,803 | $696,491 | $0 | $696,491 |
| December 31, 2024 | 990 | $70,440 | $54,686 | $15,754 | $642,794 | $0 | $642,794 |
| December 31, 2023 | 990 | $152,921 | $53,203 | $99,718 | $612,575 | $0 | $612,575 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $76,632
- Membership dues
- $18,198
- Program service revenue
- $0
- Investment income
- $14,106
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $19,200
- Salaries, compensation and benefits (total)
- $20,753
- Professional fundraising fees
- $0
- Program services (functional)
- $3,355
- Management and general (functional)
- $43,580
Balance sheet and other
- Total assets, start of year
- $642,794
- Total assets, end of year
- $696,491
- Total liabilities, end of year
- $0
- Net assets, end of year
- $696,491
- Land, buildings and equipment
- $278,596
- Publicly traded securities
- $319,114
- Gross receipts
- $90,738
- Employees
- 1
- Volunteers
- 45
- Year formed
- 1986
- State of legal domicile
- AZ
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDA BORTON | OFFICE MANAGER Trustee or director | 20 | $19,200 | $1,553 |
| ANNE LEVIG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TIM ERICSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BARBARA WAGERS | SECRETARY Trustee or director | 2 | $0 | $0 |
| MICHAEL MARTING | TRUSTEE TREASURER Trustee or director | 2 | $0 | $0 |
| ANDREW KINDLER | TRUSTEE SECRETARY Trustee or director | 2 | $0 | $0 |
| CATHERINE DUBOIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ALAN SCHLEMMER | VICE PRESIDENT Trustee or director | 2 | $0 | $0 |
| SUE CLARK | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAT POPP | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDA BORTON | OFFICE MANAGER Trustee or director | 20 | $19,200 | $1,588 |
| ANNE LEVIG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIM ERICSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARBARA WAGERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRET MCKEAND | TRUSTEE PRESIDENT Trustee or director | 1 | $0 | $0 |
| MICHAEL MARTING | TRUSTEE TREASURER Trustee or director | 1 | $0 | $0 |
| ANDREW KINDLER | TRUSTEE SECRETARY Trustee or director | 1 | $0 | $0 |
| DAWN EXARHOPOULOS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHERINE DUBOIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN ROLOFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDA BORTON | OFFICE MANAGER Trustee or director | 20 | $19,200 | $1,588 |
| ANNE LEVIG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIM ERICKSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARBARA WAGERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRET MCKEAND | TRUSTEE PRESIDENT Trustee or director | 1 | $0 | $0 |
| MICHAEL MARTING | TRUSTEE TREASURER Trustee or director | 1 | $0 | $0 |
| ANDY KINDLER | TRUSTEE SECRETARY Trustee or director | 1 | $0 | $0 |
| PAUL HERRMANN | TRUSTEE VICE PRESIDENT Trustee or director | 1 | $0 | $0 |
| TAMMY RUOCCO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAWN EXARHOPOULOS | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10801 W OAKMONT DR, SUN CITY, AZ 85351-3317
- In care of
- % SUN CITIES AREA HISTORICAL SOCIET
- Mailing address (990-N for 2017)
- 10801 W Oakmont Drive, SUN CITY AZ 85351
- Principal officer (990 for 2025)
- BRET MCKEAND, 10801 W OAKMONT DRIVE, SUN CITY, AZ 85351
- Principal officer (990-N for 2017)
- Bret McKeand, 10801 W Oakmont Drive, SUN CITY AZ 85351
- Signed the 990
- ANDREW KINDLER, PRESIDENT
- Phone
- (623) 974-2568
- Return prepared by
- AZ TAX TIME INC
Mission
SEE SCHEDULE O.
Program accomplishments
- During 2025, the museum relocated the Marinette Marker. During the 1890s, two men from Marinette purchased land in (now) Marinette, AZ, prior to the extension of the railroad from Prescott to Phoenix. The railroad ultimately cut across one corner of these lots and the history of the town that now carries that name was memorialized on a marker. That historic piece was relocated to the museum in 2025.Expenses $275
- This outlay concerns Viewpoint Lake and Lakeview Recreation Centers exterior exhibits. In collaboration with the Recreation Centers of Sun City (RCSC), the museum placed new exhibits at those facilities, extending the reach of its walls to the community.Expenses $924
- This outlay concerns the Sun Bowl and Fairway Recreation Centers exterior exhibits. In collaboration with the Recreation Centers of Sun City (RCSC), the museum placed new exhibits at those facilities, extending the reach of its walls to the community.Expenses $717
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-2439569
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $696,491
- Income (IRS master file)
- $90,738
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $90,738 | $46,935 | $696,491 | XML |
| 990 | December 2024 | $70,440 | $54,686 | $642,794 | IRS |
| 990 | December 2023 | $152,921 | $53,203 | $612,575 | XML |
| 990 | December 2022 | $61,238 | $50,729 | $503,789 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2017 Officer: Bret McKeand | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 74-2439569).
Questions about SUN CITIES AREA HISTORICAL SOCIETY INC
- What is the EIN of SUN CITIES AREA HISTORICAL SOCIETY INC?
- The employer identification number (EIN) of SUN CITIES AREA HISTORICAL SOCIETY INC is 74-2439569.
- Is SUN CITIES AREA HISTORICAL SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to SUN CITIES AREA HISTORICAL SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUN CITIES AREA HISTORICAL SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUN CITIES AREA HISTORICAL SOCIETY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUN CITIES AREA HISTORICAL SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SUN CITIES AREA HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2025 names BRET MCKEAND.
- Who are the officers and directors of SUN CITIES AREA HISTORICAL SOCIETY INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $19,200 (LINDA BORTON, OFFICE MANAGER).
- How much revenue does SUN CITIES AREA HISTORICAL SOCIETY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $90,738, expenses of $46,935 and total assets of $696,491 at year end.
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