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 $180KHELPING HANDS PROGRAM LOANS MEDICAL EQUIPMENT AND CHILDRENS ITEMS (WHEN GRANDCHILDREN VISIT) TO RESIDENTS IN NEED OF THE EQUIPMENT FOR LIMITED PERIODS OF TIME AT NO COST. MOST EQUIPMENT IS PURCHASED WITH DONATIONS FROM THE USERS, AND OTHERS, AND SOME EQUIPMENT IS DONATED. EQUIPMENT IS ALSO LOANED TO RESIDENTS OF THREE OTHER SENIOR COMMUNITIES.
- #2 $0THE COMMUNITY CENTER MEETING ROOMS ARE AVAILABLE FOR VARIOUS LOCAL NON-PROFIT ORGANIZATIONS LOCATED IN SUN CITY WEST, ARIZONA, GENERALLY FOR A MINIMAL FEE OR BELOW COST RENTS. FOR YEAR ENDING SEPTEMBER 30, 2022, THE AMOUNT WAS $88,384.
named programs · 3 · from sources
what they call their work
CCO & AED Safety Class
A no-cost class teaching hands-only chest compressions and AED operation to community members.
Helping Hands Equipment Loans
Provides short-term loans of clean, reliable medical and children's equipment (walkers, wheelchairs, cribs, shower chairs, etc.) at no cost to residents of Sun City West and surrounding communities.
Music Trivia Bingo
A free community event featuring music-themed bingo with hits from the late 70s, 80s, and early 90s for Gen X'ers.
activities · 7 groups
what they do
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Emergency Grocery Assistance for Ill Youth 4 activities
- Banquet and Meeting Room RentalsOperates ADA-accessible banquet and meeting rooms with kitchen access and AV support, available for rent at discounted rates for Sun City West residents. Spaces include the Webb Room (up to 300 attendees), Powell Room (up to 150 guests), and a Board Room (seating for 12).
- Community Meeting and Event Space RentalsOperates ADA-accessible banquet and meeting rooms, including kitchen access and AV support, available for rent with discounted rates for Sun City West residents. Spaces range from small boardrooms to large halls accommodating up to 300 attendees.
- Discounted rental of ADA-accessible banquet and meeting roomsOperates multiple ADA-accessible banquet and meeting rooms—including the Webb Room (up to 300), Powell Room (up to 150), and Board Room (seating for 12)—with kitchen access, AV support, and flexible layouts, available for rent at discounted rates for Sun City West residents.
- Operation of ADA-accessible banquet and meeting rooms for rentOperates multiple ADA-accessible banquet and meeting rooms—including the Webb Room (up to 300 guests), Powell Room (up to 150 guests), and a Board Room (seating for 12)—with kitchen access, AV support, and setup services, available at discounted rates for Sun City West residents.
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CPR and AED Training Programs 4 activities
- CCO/AED Training and Educational WorkshopsOffers free CCO (hands-only chest compressions) and AED (Automated External Defibrillator) safety classes and other educational workshops at its campus to inform and empower community members.
- CCO/AED and safety training workshopsOffers free, hands-on CCO/AED safety classes that teach hands-only chest compressions and AED operation, along with other educational workshops and wellness seminars for community members at its campus.
- Community Health and Safety EducationOffers free CCO/AED training and other educational workshops at its campus to teach hands-on chest compressions and AED operation, and provides free health screenings for conditions like diabetes, cholesterol, hypertension, osteoporosis, and breathing assessment in partnership with the University of Arizona College of Pharmacy.
- Free CCO/AED and safety training workshopsOffers no-cost CCO/AED safety classes that teach hands-only chest compressions and AED operation, along with other educational workshops and wellness seminars, to inform and empower community residents.
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Charity Galas and Auctions 4 activities
- Community Events and FundraisersOrganizes various community events and fundraisers such as "Music Trivia Bingo," "Chili Feed & Cook-Off," "An Artistic Affair" (art auction), and the "Pickleball Ball Drop" to engage residents, foster community, and raise funds for its programs and local charities.
- Community Fundraising EventsOrganizes various community fundraising events such as a "Chili Feed & Cook-Off" (benefiting the foundation and collecting toys for a food bank), "An Artistic Affair" (art silent auction and raffle benefiting programs), and a "Pickleball Ball Drop" (supporting local programs for safety, mobility, and community care).
- Community events and fundraising activitiesOrganizes community events and fundraisers such as "An Artistic Affair" (art silent auction and raffle), "Chili Feed & Cook-Off", and the "Pickleball Ball Drop" to support foundation programs, including Helping Hands, and to encourage community engagement and donations.
- Community events and fundraising activitiesOrganizes community events such as "An Artistic Affair" (art silent auction and raffle), "Chili Feed & Cook-Off", "Pickleball Ball Drop", and "Music Trivia Bingo" to raise funds and support local programs, including Helping Hands and food bank donations.
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Durable Medical Equipment Lending 4 activities
- Free short-term loan of medical and children's equipmentProvides free, short-term loans of medical and children's equipment—including wheelchairs, walkers, cribs, and rollaway beds—to residents of Sun City West and surrounding communities through its Helping Hands program.
- Free short-term loan of medical and children's equipmentProvides free, short-term loans of medical and children's equipment such as wheelchairs, walkers, cribs, and rollaway beds to residents of Sun City West and surrounding communities through its Helping Hands program.
- Medical and Children's Equipment Loan ProgramProvides free, short-term loans of medical and children's equipment, such as wheelchairs, walkers, cribs, and rollaway beds, to residents of Sun City West and nearby communities through its Helping Hands program.
- Medical and Children's Equipment Loan ProgramProvides free, short-term loans of medical equipment (e.g., wheelchairs, walkers) and children's equipment (e.g., cribs, rollaway beds) to residents of Sun City West and surrounding communities through its Helping Hands program.
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Free Community Health Screenings 3 activities
- Community Health ScreeningsProvides free health screenings, including for diabetes, cholesterol, hypertension, osteoporosis, and breathing assessment, in partnership with the University of Arizona College of Pharmacy.
- Free community health screeningsProvides free health screenings for diabetes, cholesterol, hypertension, osteoporosis, and breathing assessment in partnership with the University of Arizona College of Pharmacy.
- Free health screenings in partnership with University of Arizona College of PharmacyHosts free health screenings for diabetes, cholesterol, hypertension, osteoporosis, and breathing assessments in collaboration with the University of Arizona College of Pharmacy.
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Disaster Response Training for Personnel 3 activities
- Emergency Management ConferenceHosts an Emergency Management Conference to teach residents practical steps for emergency preparedness, supporting vulnerable neighbors, and staying connected during incidents.
- Emergency Preparedness EducationHosts the Emergency Management Conference SCW to educate residents on practical steps for emergency preparedness, supporting vulnerable neighbors, and staying connected during incidents.
- Emergency preparedness education and outreachHosts the Emergency Management Conference SCW to educate residents on emergency preparedness, supporting vulnerable neighbors, and staying connected during incidents.
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Uncategorized 9 activities
- Additional resale and community support servicesOperates the Sun Health Resale Shop in partnership with SCW Foundation, selling tax-free resale items and offering services such as Vials of Life emergency kits and ink cartridge recycling, with proceeds supporting local healthcare and wellness programs.
- Medical Equipment Resale and Donation ProgramAccepts donations of new or used medical and mobility equipment for resale in its Helping Hands Resale area, with proceeds supporting operational costs and equipment purchases for the loan program. Also recycles ink cartridges and provides Vials of Life emergency kits through its resale shop.
- Operation of resale shop to support equipment loan programAccepts donations of new or used medical and mobility equipment for resale in the Helping Hands Resale area, with proceeds supporting operational costs and equipment purchases for the free loan program.
- Operation of resale shop to support equipment loan programAccepts donations of new or used medical and mobility equipment for resale in the Helping Hands Resale area, with proceeds funding operational costs and new equipment purchases for the loan program.
- Resale Shop Operations and Equipment Donation ProgramAccepts donations of new or used medical and mobility equipment for resale in its Helping Hands Resale area, with proceeds supporting operational costs and equipment purchases for the loan program. Also operates the Sun Health Resale Shop in partnership, selling items to support local healthcare and wellness programs, and provides Vials of Life emergency kits and recycles ink cartridges through its resale shop.
- Transportation Referral and Education ServicesOperates a dedicated call center and provides a free referral service ("Find Your Ride") to help residents identify transportation solutions for needs such as medical appointments, offering guidance, printed resources, personalized referrals, and monthly support classes on local options like Dial-a-Ride, senior transit, Uber, and Lyft. Also publishes a downloadable Ride Resources Guide.
- Transportation Referral and Support ServicesOperates a call center and offers "Find Your Ride" support classes to help residents identify and utilize transportation solutions for needs such as medical appointments, providing free guidance, printed resources, and personalized referrals for services like Dial-a-Ride, senior transit, and ride-share programs. Also publishes a downloadable Ride Resources Guide.
- Transportation referral and support servicesOperates a dedicated call center and offers the "Find Your Ride" service, providing free guidance, printed resources, personalized referrals, and support classes to help residents access transportation options such as Dial-a-Ride, senior transit, Uber, Lyft, and Valley Metro for medical appointments and other local needs.
- Transportation referral and support servicesOperates a dedicated call center ("Find Your Ride") that provides free guidance, printed resources, personalized referrals, and support classes to help residents access transportation options such as Dial-a-Ride, senior transit, Uber, Lyft, and Valley Metro for medical appointments and other local needs.
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financials · form 990 · fy2021
revenue
Total revenue$423K
Contributions & grants$357K84%
Program service revenue$285K67%
Investment income$-233K-55%
Other revenue$13K
expenses
Total expenses$616K
Program expenses73%
Admin / overhead23%
Fundraising4%
Salaries & benefits$251K
Grants paid out$50K
Largest expense lineCompensation
balance sheet
Total assets$2.67M
Cash$275K
Investments$1.09M
Liabilities$8K
Net assets$2.66M
Liquid reserves26.5 mo
3 years on record · 2019–2021 · YoY revenue -40.9%
leadership · form 990 part vii · fy2021
who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| PATRICIA ROWAN | Executive Direc | 40 | $76K |
board members · 11
- BETTY DORSEY — Director
- BRIAN RUSSELL — Director
- CHUCK THOMPSON — Vice President
- DICK LIVENGOOD — President
- GARY COHEN — Director
- JIM SLOAN — Director
- KAREN BATTAGLIA — Director
- LAURIE DEEG — Director
- MERLYN CARLSON — Secretary
- ROSEMARY DOUGHERTY — Director
- TERRY HAMMAN — Treasurer
relationships · 29
who they work with
- AZ Fire & Medical Administration Office Partner — Partner for reserving spots in CCO & AED safety classes.
- AZ Fire & Medical Administration Office Partner — Partnered with to offer CCO & AED safety classes.
- AZ Fire & Medical Administration Office Partner — Partners to offer CCO & AED safety classes.
- American Cancer Society Partner — Refers residents to their Road to Recovery Program for free rides for cancer-related appointments.
- Area Agency on Aging Partner — Refers residents to their volunteer escorts for appointments and AmeriCorps volunteers for ongoing support.
- Arizona Fire & Medical Authority Partner — Hosts CCO & AED classes.
- Banner Boswell Partner — Proceeds from the resale shop support Banner Boswell medical center.
- Banner Del E. Webb Partner — Proceeds from the resale shop support Banner Del E. Webb medical center.
- Benevilla Cares Partner — Refers residents to their ride services for medical and other needs.
- Del E. Webb Development Co. Partner — Received a land donation from the company.
- Helping Hands Partner — Beneficiary of the Pickleball Ball Drop fundraiser and "An Artistic Affair" fundraiser.
- Helping Hands Partner — Beneficiary of the Pickleball Ball Drop fundraiser and Artistic Affair, and a program supported by the Foundation.
- Helping Hands Partner — Beneficiary of the Pickleball Ball Drop fundraiser and Artistic Affair, and mentioned as one of the Foundation's programs.
- Helping Hands Partner — Benefits from fundraising events and is mentioned as one of the programs supported by the Foundation.
- Maricopa County Partner — Partner for the Emergency Management Conference SCW, focusing on an All-Hazards Approach to Incidents.
- Northwest Valley Connect / Foundation for Senior Living Partner — Refers residents to their volunteer driver services.
- Prime Wealth Advisors Funder — Title Sponsor for the Pickleball Ball Drop fundraiser.
- Sun City West Residents Partner — Serves as the primary beneficiaries of the equipment loan program.
- Sun Health Foundation Partner — Proceeds from the resale shop fund essential Sun Health Foundation programs.
- Sun Health Resale Shop Partner — Partners with SCW Foundation to offer quality resale items and support healthcare and wellness programs.
- University of Arizona College of Pharmacy Partner — Collaborates to provide free health screenings.
- University of Arizona College of Pharmacy Partner — Partner for providing free health screenings and health information.
- University of Arizona College of Pharmacy Partner — Partnered with to provide free health screenings and information.
- University of Arizona College of Pharmacy Partner — Provides free health screenings and information.
- Valley Metro Partner — Provides information and referrals for Valley Metro transportation services.
- Valley View Community Food Bank Partner — Beneficiary of toy donations collected during the Chili Feed & Cook-Off.
- Valley View Community Food Bank Partner — Collects toy donations for the food bank during events.
- Valley View Community Food Bank Partner — Recipient of new, unwrapped toy donations collected during the Chili Feed & Cook-Off.
- Valley View Community Food Bank Partner — Recipient of toy donations collected during the Chili Feed & Cook-Off event.