Nonprofit · EIN 86-0214373
SUN CITY HOME OWNERS ASSOCIATION
Tax-exempt · SUN CITY, AZ 85351
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $601,307 | $616,420 | -$15,113 | $1,474,966 | $0 | $1,474,966 |
| December 31, 2024 | 990 | $532,453 | $616,310 | -$83,857 | $1,374,392 | $0 | $1,374,392 |
| December 31, 2023 | 990 | $568,188 | $617,915 | -$49,727 | $1,344,442 | $0 | $1,344,442 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $116,555
- Membership dues
- $114,650
- Program service revenue
- $0
- Investment income
- $4,987
- Other revenue
- $479,765
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $306,015
- Salaries, compensation and benefits (total)
- $331,703
- Professional fundraising fees
- $0
- Legal fees
- $54,278
- Accounting fees
- $7,567
- Occupancy
- $7,403
- Depreciation
- $25,480
- Program services (functional)
- $388,201
- Management and general (functional)
- $200,999
- Fundraising (functional)
- $27,220
Balance sheet and other
- Total assets, start of year
- $1,374,392
- Total assets, end of year
- $1,474,966
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,474,966
- Land, buildings and equipment
- $130,111
- Publicly traded securities
- $1,096,226
- Net assets without donor restrictions
- $1,280,363
- Net assets with donor restrictions
- $194,603
- Gross unrelated business income
- $211,741
- Gross receipts
- $601,307
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1963
- 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 |
|---|---|---|---|
| EDWARD VAN NESS | PRESIDENT Trustee or director, Officer | 2 | $0 |
| PAM SCHWARTZ | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| SANDEE CRAWFORD | SECRETARY Trustee or director, Officer | 2 | $0 |
| JOHN TERKO | TREASURER Trustee or director, Officer | 2 | $0 |
| GREG BRADLEY | DIRECTOR Trustee or director | 2 | $0 |
| EMILIE BAGGETT | DIRECTOR Trustee or director | 2 | $0 |
| JOHN DEWEERDT | DIRECTOR Trustee or director | 2 | $0 |
| JERRY WALCZAK | DIRECTOR Trustee or director | 2 | $0 |
| ALLAN LENEFSKY | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD VAN NESS | PRESIDENT Trustee or director, Officer | 2 | $0 |
| PAM SCHWARTZ | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| GAIL WARMATH | SECRETARY Trustee or director, Officer | 2 | $0 |
| JOHN TERKO | TREASURER Trustee or director, Officer | 2 | $0 |
| JACK ELLIOTT | DIRECTOR Trustee or director | 2 | $0 |
| EMILIE BAGGETT | DIRECTOR Trustee or director | 2 | $0 |
| JOHN DEWEERDT | DIRECTOR Trustee or director | 2 | $0 |
| JERRY WALCZAK | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC HOAGLAND | PRESIDENT Trustee or director, Officer | 2 | $0 |
| PAM SCHWARTZ | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| GAIL WARMATH | SECRETARY Trustee or director, Officer | 2 | $0 |
| JOHN TERKO | TREASURER Trustee or director, Officer | 2 | $0 |
| JACK ELLIOTT | DIRECTOR Trustee or director | 2 | $0 |
| AL MORTON | DIRECTOR Trustee or director | 2 | $0 |
| EDWARD VANNESS | DIRECTOR Trustee or director | 2 | $0 |
| JERRY WALCZAK | DIRECTOR Trustee or director | 2 | $0 |
| ROBERT WHEAT | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 10401 W COGGINS DR, SUN CITY, AZ 85351-3409
- Principal officer (990 for 2025)
- EDWARD VAN NESS, 1401 W COGGINS DR, SUN CITY, AZ 85351
- Signed the 990
- EDWARD VAN NESS, PRESIDENT
- Phone
- (623) 974-4718
- Return prepared by
- KENDAL T MUELDENER CPA PLLC
Mission
THE ASSOCIATION'S PRIMARY EXEMPT PURPOSE IS TO PRESERVE THE CONDITIONS, COVENANTS, AND RESTRICTIONS AND PROVIDE VARIOUS SERVICES TO THE SENIOR CITIZENS OF SUN CITY, AZ
Program accomplishments
- PRESERVE THE CONDITIONS, COVENANTS, RESTRICTIONS, AND PROVIDE VARIOUS SERVICES TO THE HOMEOWNERS OF SUN CITY.Expenses $388,201
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
- 86-0214373
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,474,966
- Income (IRS master file)
- $601,307
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $601,307 | $616,420 | $1,474,966 | IRS |
| 990 | December 2024 | $532,453 | $616,310 | $1,374,392 | XML |
| 990 | December 2023 | $568,188 | $617,915 | $1,344,442 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | IRS |
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 86-0214373).
Questions about SUN CITY HOME OWNERS ASSOCIATION
- What is the EIN of SUN CITY HOME OWNERS ASSOCIATION?
- The employer identification number (EIN) of SUN CITY HOME OWNERS ASSOCIATION is 86-0214373.
- Is SUN CITY HOME OWNERS ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1963.
- Are donations to SUN CITY HOME OWNERS ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SUN CITY HOME OWNERS ASSOCIATION 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 CITY HOME OWNERS ASSOCIATION 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 CITY HOME OWNERS ASSOCIATION 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 CITY HOME OWNERS ASSOCIATION?
- The 990 for the year ended December 31, 2025 names EDWARD VAN NESS.
- Who are the officers and directors of SUN CITY HOME OWNERS ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SUN CITY HOME OWNERS ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $601,307, expenses of $616,420 and total assets of $1,474,966 at year end.
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