irs program accomplishments · form 990 part iii · fy2021
what they reported doing
Program narrative the organization filed with the IRS. Ordered by program spending.
- #1 primary $8.49MRECREATION DIVISION: PROVIDE FOUR RECREATION CENTERS, LIBRARY AND OVER 100+ CLUBS FOR MEMBERS.
- #2 $988KSPORTS PAVILION DIVISION: PROVIDE 30 LANE BOWLING CENTERS INCLUDING BILLIARDS AND SHUFFLEBOARD FOR USE BY MEMBERS. PROVIDED 290,409 USES IN THE CURRENT YEAR
named programs · 9 · from sources
what they call their work
Beardsley Recreation Center
A recreation center featuring a fitness center, aquatics building, arts & crafts building, and a G-Scale Model Railroad Track.
Fitness On Demand™
A platform delivering virtual fitness media and programming.
Golf Courses
Seven meticulously maintained golf courses, including 4 Regulation and 3 Executive courses.
Kuentz Recreation Center
A recreation center offering tennis and pickleball courts, and home to the Stardust Theatre for events and productions.
Palm Ridge Recreation Center
A recreation center with a pool building and activities building.
R.H. Johnson Library
Offers a wide variety of programming including virtual reality, author book talks, and signings, and provides access to books, DVDs, magazines, newspapers, and databases.
R.H. Johnson Recreation Center
A recreation center offering a courtyard, swim & fitness center, social hall, dog parks, bocce, mini golf, and a snack bar.
Rockbot
A mobile app allowing users to select music played at pools and fitness centers.
Sports Pavilion
Located within the R.H. Johnson Recreation Center, it houses a 30-lane bowling center, pro shop, billiards room, Lizard Acres Pub, and Pavilion Grill.
activities · 9 clusters
what they do
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Residential Community Recreation Management 3 activities
- Operating Recreation Centers and FacilitiesOperates and maintains four recreation centers, seven golf courses (four regulation, three executive), a 30-lane bowling center, a private library, a performance theater, and various other recreational facilities including bocce, mini golf, fitness centers, and dog parks for residents of Sun City West.
- Operation of recreation centers and associated facilitiesOperates four recreation centers offering fitness centers, social halls, swimming pools, dog parks, bocce, mini golf, bowling, and dining facilities including the Pavilion Grill and Lizard Acres Pub. Facilities are open daily with extended hours, and include programming spaces and event venues.
- Supporting Chartered Clubs and ActivitiesProvides access to and hosts more than 90 chartered clubs and offers recreational activities such as bowling, golf, and pickleball for residents.
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Member-Focused Social Events 2 activities
- Hosting Community Events and ProgrammingHosts a variety of events and programming for the Sun City West community, including movie showings, theatre productions, virtual reality experiences, author book talks and signings, poetry contests, live music, karaoke, and trivia nights.
- Hosting cultural and community programmingHosts a variety of cultural and recreational events including movie showings, theatre productions at the Stardust Theatre, live music, karaoke, trivia nights, poetry contests, author talks, book signings, and virtual reality experiences.
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Mobile App-Based Sports Program Management 2 activities
- Managing Music Selection at FacilitiesEnables community members to influence music selection at pools and fitness centers using the Rockbot mobile app.
- Provision of music selection technology at fitness and pool areasOffers the Rockbot mobile app, enabling community members to influence music played at pools and fitness centers, enhancing user experience and engagement.
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Residential Property Maintenance & Management 1 activity
- Facility maintenance and infrastructure improvementsConducts regular maintenance and repairs on recreational facilities, such as deck repairs at the Beardsley pool and spa, ensuring safety and operational continuity.
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Guided and Self-Guided Museum Tours 1 activity
- Offering facility tours for prospective visitorsProvides guided tours of recreation centers throughout the year to introduce prospective visitors to available amenities and services.
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Library and Donated Goods Volunteer Coordination 1 activity
- Operation of a private library with volunteer supportOperates a private library at the recreation centers, supported by over 22,000 annual volunteer man-hours dedicated to its operations.
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On-Site Restaurant and Bar Operations 1 activity
- Providing Food and Beverage ServicesOperates Lizard Acres Pub, serving beer and wine with entertainment, and the Pavilion Grill, offering classic American favorites. Also plans to open "The Boost Bar" snack bar at the R.H. Johnson pool lobby.
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Resident Club & Activity Programming 1 activity
- Support for resident-led clubs and organizationsHosts and supports more than 90 chartered clubs, enabling resident-driven social and recreational activities across the community.
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Uncategorized 1 activity
- Management and maintenance of golf coursesOperates and maintains seven golf courses in Sun City West, including four regulation and three executive courses, providing recreational access to residents.
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financials · form 990 · fy2021
the money
revenue
Total revenue$34.52M
Contributions & grants$00%
Program service revenue$31.99M93%
Investment income$1.72M5%
Other revenue$816K
expenses
Total expenses$28.43M
Program expenses90%
Admin / overhead10%
Fundraising0%
Salaries & benefits$14.77M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$91.78M
Cash$13.61M
Investments$27.52M
Liabilities$40.36M
Net assets$51.42M
Liquid reserves17.4 mo
2 years on record · 2020–2021 · YoY revenue +13.0%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 6
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| WILLIAM SCHWIND | GENERAL MANAGER | 40 | $163K |
| PETER FINELLI | CFO | 40 | $151K |
| TODD PATTY | SR. MANAGER | 40 | $136K |
| RUSS BOSTON | FACILITIES MANAGER | 40 | $117K |
| KATHRINE OGRADY | GENERAL SERVICES OFFICER | 40 | $115K |
| DAN MAURER | SUPERINTENDENT PROJECT COO | 40 | $115K |
board members · 10
- ANNE BROWN — TREASURER
- DONNA MALONEY — VICE PRESIDENT
- HARRY STANNENBEIN — DIRECTOR
- JIM SLOAN — DIRECTOR
- LISA VINES — SECRETARY
- LOU MANCUSO — DIRECTOR (LEFT 08/21)
- ROBERTA DAVIDSON — DIRECTOR
- SHARON HETTICK — DIRECTOR
- SUE FITZSIMONS — PRESIDENT
- TIM HURLEY — DIRECTOR
relationships · 6
who they work with
- Fitness On Demand™ Partner — Provides a platform for virtual fitness media and programming.
- Friends of the R.H. Johnson Library Partner — Purchases all library materials and subscriptions, including books, DVDs, magazines, newspapers, databases, and financial reports.
- Rockbot Partner — Partners with Rockbot to provide a mobile app for music selection at its facilities.
- Rockbot Partner — Provides a mobile app for music selection at pools and fitness centers.
- Rockbot Partner — Technology partner enabling community-driven music selection at pools and fitness centers.
- Rockbot Partner — Technology partner providing a mobile app for music selection at pools and fitness centers.