2023-11-06T09:14:59-06:00 2022-12-31 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2022-01-01 860404687 SUN CITY AREA INTERFAITH SERVICES INC DBA BENEVILLA SUNC 6235844999 16752 N GREASEWOOD STREET SURPRISE AZ 85378 ANTHONY VALENCIA CFO 6235844999 2023-11-01 1 ANTHONY VALENCIA 999009999 1 SHARLYNN GARZA P02038329 4808394900 2023-11-01 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z BENEVILLA JOANNE THOMSON 16752 N GREASEWOOD STREET SURPRISE AZ 85378 6963514 0 X WWW.BENEVILLA.ORG X 1981 AZ BENEVILLA ENRICHES LIVES OF WEST VALLEY RESIDENTS BY SERVING OLDER ADULTS, ADULTS, WITH DISABILITIES, CHILDREN, AND THE FAMILIES WHO CARE FOR THEM. 14 14 167 200 7567 3198 6025457 4075244 2184970 2650779 60188 119736 -4054 10818 8266561 6856577 0 0 0 0 3881628 4640109 0 0 495003 1759661 2273997 5641289 6914106 2625272 -57529 14311848 13438867 1023362 1063431 13288486 12375436 X BENEVILLA ENRICHES LIVES OF WEST VALLEY RESIDENTS BY SERVING OLDER ADULTS, ADULTS WITH DISABILITIES, CHILDREN, AND THE FAMILIES WHO CARE FOR THEM. 0 0 2390546 2639509 ADULT LIFE ENRICHMENT PROGRAMS: FOUR ADULT LIFE ENRICHMENT DAY PROGRAMS IN THE NORTHWEST VALLEY PROVIDING SOCIAL, PHYSICAL, AND MENTAL STIMULATION INTEGRAL TO SUCCESSFUL AGING. EACH PROGRAM'S UNIQUINESS ADDRESSES THE SPECIFIC NEEDS OF OLDER ADULTS LIVING WITH ALZHEIMER'S DISEASE, CHRONIC ILLNESS, OR INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. OUR SERVICE AREA INCLUDES THE CITIES OF EL MIRAGE, GLENDALE, PEORIA, SUN CITY, SUN CITY WEST, AND SURPRISE. WE PARTNER WITH THE AREA AGENCY ON AGING, VETERANS ADMINISTRATION, ARIZONA DEPARTMENT OF ECONOMIC SECURITY, FIRST THINGS FIRST, AND MANY OTHER ORGANIZATIONS TO MAXIMIZE OUR SERVICE TO AREA RESIDENTS, FOR PEOPLE WHO MIGHT BE AT RISK TO DEVELOP ALZHEIMER'S. ALL FOUR OF OUR LIFE ENRICHMENT DAY PROGRAMS ARE ACCREDITED THROUGH CARF (COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES), EXCEED THE EXPECTATIONS OF THE DEPARTMENT OF HEALTH SERVICES AND MAINTAIN BEST PRACTICES IN THE FIELD OF ADULT DAY SERVICES. EACH PROGRAM PROVIDES ANALTERNATIVE TO INSTITUTIONAL CARE AND HELPS OLDER ADULTS REMAIN INDEPENDENT AT HOME FOR AS LONG AS POSSIBLE. 1019772 WIRTZIE'S CHILD DEVELOPMENT CENTER: THE WIRTZIE'S GOAL IS TO PROVIDE A COMMUNITY WHERE RELATIONSHIPS ARE BUILT AND EVERYONE CONTRIBUTES AND BELONGS. BECAUSE EACH CHILD IS UNIQUE, THE WIRTZIE'S CURRICULUM IS DESIGNED TO FIND THE OPTIMAL BALANCE OF STRUCTURE AND FREEDOM FOR A CHILD'S PARTICULAR NEEDS. THE PROGRAM IS CERTIFIED RATED 4 STARS THROUGH QUALITY FIRST AND IS NATIONALLY ACCREDITED FROM THE NATIONAL ACCREDITATION COMMISSION FOR EARLY CARE AND EDUCATION PROGRAMS. 720768 FAMILY RESOURCE CENTER: THE FAMILY RESOURCE CENTER WORKS TO STRENGTHEN FAMILIES WITH CHILDREN FIVE YEARS AND UNDER. THE PROGRAM OFFERS CLASSES, EVENTS AND A LIBRARY OF COMMUNITY RESOURCES. FAMILIES SERVED INCLUDING GRANDPARENTS RAISING GRANDCHILDREN. THE SERVICE TERRITORIES INCLUDE THE NORTHWEST MARICOPA REGION INCLUDING GLENDALE, PEORIA, SUN CITIES, SURPRISE, EL MIRAGE, WADDELL, WITTMAN, WICKENBURG, MORRISTOWN AND AGUILA. 1352701 23187 VOLUNTEER HOME SERVICES: VOLUNTEERS ARE THE HEARTS AND HANDS OF BENEVILLA BY PROVIDING ASSISTED TRANSPORTATION TO MEDICAL APPOINTMENTS, GROCERY SHOPPING, FRIENDLY VISITORS, HANDYMAN SERVICES, BUSINESS ASSISTANCE, AND PHONE PALS. VOLUNTEERS PROVIDE 10,642 HOURS OF SERVICE. IN 2020, BENEVILLA FREE HOME SERVICES PROGRAM PROVIDED MUCH NEEDED SERVICES TO SENIORS TRAPPED IN ISOLATION DURING THE COVID-19 PANDEMIC. 1,138 GROCERY DELIVERIES WERE MADE AND 1,818 RIDES WERE GIVEN TO COMMUNITY MEMBERS IN THE WEST VALLEY.TRANSPORTATION: MEMBERS ARE TRANSPORTED TO OUR ADULT LIFE ENRICHMENT DAY PROGRAMS AND BACK TO THEIR HOMES AT THE END OF THEIR STAY EACH DAY. OUR DEDICATED TRANSPORTATION SPECIALISTS TRANSPORT OUR MEMBERS ARM IN ARM AND THEY ARE SPECIALLY TRAINED TO WORK WITH OLDER ADULTS WITH CHRONIC ILLNESS. THEY ARE COMPASSIONATE AND ENJOY THEIR MEMBERS AND GET TO KNOW THEFAMILIES THAT THEY SERVE. DUE TO COVID 19 WE TEMPORARILY STOPPED PROVIDING TRANSPORTATION TO OUR ADULT LIFE ENRICHMENT PROGRAMS.BENVILLA C.A.R.E.S. INFO & RESOURCE SPECIALISTS: BENEVILLA PROVIDES EDUCATION AND INFORMATION TO COMMUNITY FREE OF CHARGE. RESOURCE SPECIALISTS CAN ANSWER A WIDE VARIETY OF QUESTIONS LIKE, HOW TO FIND A RIDE TO THE DOCTOR OR HOW TO FIND A REPUTABLE HOME CARE SERVICE. HIGHLY TRAINED RESOURCE SPECIALISTS HAVE ACCESS TO A DATABASE OF OVER 1,000 PROVIDERS AND AGENCIES, INCLUDING BENEVILLA MEMBER AND VOLUNTEER SERVICES, COMMUNITY BUSINESSES, GOVERNMENT AGENCIES, AND OTHER RESOURCES TO HELP THE COMMUNITY WE SERVE REMAIN INDEPENDENT AT HOME. IN 2020, 1,658 COMMUNITY MEMBERS CONTINUED TO REACH OUT FOR VALUABLE AND VETTED RESOURCES AND GUIDANCE THROUGH OUR BENEVILLA C.A.R.E.S. PROGRAM.VOLUNTARY RECRUITMENT: VOLUNTEERS ARE CRUCIAL IN MAKING THE MISSION OF BENEVILLA A REALITY BYNEIGHBORS HELPING NEIGHBORS. IN 2020, 201 DEDICATED BENEVILLA VOLUNTEERS YEARNED TO SUPPORT THEIR NEIGHBORS IN NEED AND CONTINUED TO PROVIDE VITAL SERVICES WHERE THEY COULD. VOLUNTEERS FIND A VARIETY OF OPPORTUNITIES TO MAKE A MEANINGFUL DIFFERENCE AND DEVELOP CLOSE RELATIONSHIPS THAT WILL ENRICH THEIR LIFE AND THE LIVES OF OTHERS.CAREGIVER SUPPORT GROUPS: TAKING CARE OF SOMEONE CAN BE DIFFICULT. BENEVILLA SUPPORT GROUPS OFFER FRIENDS WHO CAN RELATE TO YOUR DAILY UPS AND DOWNS AND PROFESSIONALS WHO OFFER INFORMATION AND ASSISTANCE. IN 2020, BENEVILLA PROVIDED SUPPORT TO 1,144 CAREGIVERS IN THE COMMUNITY, FREE OF CHARGE. CONNECTING WITH PEERS WHO ARE GOING THROUGH SIMILAR EXPERIENCES CAN MAKE A POSITIVE IMPACT ON THE CAREGIVER'S LIFE. CAREGIVERS ALSO BENEFIT SUN CITY AREA INTERFAITH SERVICES, INC. 86-0404687 FROM HEARING SPEAKERS WHO CAN EDUCATE AND PROVIDE ANSWERS TO MANY QUESTIONS. BENEVILLA ALSO PROVIDED 268 LIFE COACHING SESSIONS TO THOSE SEEKING ONE-ON-ONE GUIDANCE AND SUPPORT.OTHER SERVICES INCLUDE INTAKE, FOOD SERVICES AND BENEFITNESS. 1352701 23187 5483787 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 41 0 167 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ANTHONY VALENCIA 6235844999 16752 N GREASEWOOD STREET SURPRISE AZ 85378 BIRT KELLAM DIRECTOR 1.00 X 0 0 0 CONRAD GRAFF DIRECTOR 1.00 X 0 0 0 DICK STUCKEY DIRECTOR 1.00 X 0 0 0 ERICA DORWARD DIRECTOR 1.00 X 0 0 0 JOE DEBLASI DIRECTOR 1.00 X 0 0 0 JOHN BRIDGFORD DIRECTOR 1.00 X 0 0 0 LARRY VERING DIRECTOR 3.00 X 0 0 0 LORA JOHNSON DIRECTOR 1.00 X 0 0 0 MERLYN CARLSON DIRECTOR 1.00 X 0 0 0 OANA CONSTANTINESCU DIRECTOR 1.00 X 0 0 0 MIKE ZONGOLOWICZ TREASURY 1.00 X 0 0 0 BRIAN LAURIE SECRETARY 1.00 X 0 0 0 KIM STERNER VICE CHAIR 1.00 X 0 0 0 SHANNON ARRIOLA CHAIR 1.00 X 0 0 0 JOANNE THOMSON CEO 45.00 X 192196 0 15673 ANTHONY VALENCIA COO 45.00 X 138442 0 10474 SARA VILLANUEVA VICE-PRESIDENT OF DONOR RELATIONS 45.00 X 121153 0 9317 COURTNEY ALLEN VICE-PRESIDENT OF PROGRAM OPERATIONS 45.00 X 105789 0 8028 557580 0 43492 4 0 1 0 0 22630 85850 2676629 1290135 4075244 PARTICIPANT FEES 900099 2639509 2639509 FOOD SALES 900099 11270 3703 7567 2650779 116670 116670 52697 49631 3066 3066 3066 37275 85850 52638 -15363 -15363 11365 4668 6697 6697 OTHER INCOME 900099 19484 19484 19484 6856577 2662696 7567 111070 601073 149496 271793 179784 3484733 2566868 772405 145460 60565 41422 19143 196514 119421 68198 8895 297224 200814 73277 23133 19130 19130 466345 200109 243332 22904 87851 47620 28007 12224 214932 118746 30438 65748 90404 47704 37200 5500 322605 265728 56877 77034 71647 4411 976 58769 29890 24314 4565 13750 13750 425544 295282 130262 IN-KIND FACILITIES, SER 135891 102377 19591 13923 SUPPLIES 127416 104653 19754 3009 FOOD AND BEVERAGE 112072 112072 MISCELLANEOUS 60345 8685 51660 61909 1001253 -948226 8882 6914106 5483787 935316 495003 281869 436167 2886175 925306 3755 687793 401202 7294 7634 47969 46683 10969378 4496279 6662700 6473099 3949585 4673636 71299 60786 0 127763 14311848 13438867 456229 868183 17442 22200 6249 493751 49691 173048 1023362 1063431 X 9819367 9354916 3469119 3020520 13288486 12375436 14311848 13438867 -57529 -855521 0 X X 0 1 X 1 0 X 3183326 2530995 4030537 6025457 4085577 19855892 3183326 2530995 4030537 6025457 4085577 19855892 19855892 158428 151818 93230 91530 116670 611676 1000 1000 2289 3295 19484 25068 20493636 2659930 0.96890 0.83720 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME MISCELLANEOUS INCOME 2016 AMOUNT: $ 139,386. 2017 AMOUNT: $ 156,864. 2020 AMOUNT: $ 2,289. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3403930 -501883 -34965 -12364 2854718 3217786 186144 3403930 3200848 153364 136426 3217786 2865027 392812 56991 3200848 3096682 -101108 130547 2865027 1.00000 0 0 844343 844343 8286650 3355960 4930690 106797 65672 41125 1722140 1074647 647493 9448 9448 6473099 CHARITABLE GIFT ANNUITIES, CURRENT PORTION 46004 OPERATING LEASE LIABILITIES, CURRENT PORTION 127044 173048 X 5993107 -855521 -19130 -874651 6867758 -11181 -11181 6856577 6906157 11181 11181 6894976 19130 19130 6914106 PART V, LINE 4: THE ORGANIZATION HAS AN ENDOWMENT FUND THAT WAS CREATED TO SUPPORT THE OPERATING COSTS OF THE BOVARD BUILDING. THE PERMANENTLY RESTRICTED ENDOWMENT CONSISTS OF DONOR RESTRICTED FUNDS WHERE THE PRINCIPAL IS TO BE HELD IN PERPETUITY, AND THE INVESTMENT INCOME MAY BE USED TO SUPPORT THE OPERATING COSTS OF THE BUILDING. PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILLNOT BE SUSTAINED UPON EXAMINATIN BY THE TAX AUTHORITIES. AS OF DECEMBER 31, 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -19,130. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -11,181. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 11,181. DINNER IN DESERT 123125 85850 37275 40010 5137 7491 123125 85850 37275 40010 5137 7491 52638 -15363 X X 0 0 0 0 0 0 0 1 0 JOANNE THOMSON CEO 166446 0 25750 0 0 0 7735 0 7938 0 207869 0 0 0 PART I, LINE 7 THE CEO RECEIVED A BONUS BASED ON A BONUS PLAN, DEVELOPED BY THE BOARD OF DIRECTORS, WHICH INCLUDED SEVERAL METRICS, BOTH FINANCIAL AND NON-FINANCIAL. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS COMPLETED BY THE ORGANIZATION'S CPA AUDIT FIRM AND REVIEWED BY THE PRESIDENT/CEO AND CFO, FINANCE COMMITTEE, AND BOARD OF DIRECTORS. BEFORE FILING THE 990 RETURN IT IS APPROVED IN ENTIRETY AS PART OF THE BOARD'S DUTIES IN APPROVING ITS ANNUAL REPORT TO THE STATE OF ARIZONA. FORM 990, PART VI, SECTION B, LINE 12C ALL NEW MEMBERS TO THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST AND CODE OF ETHICS STATEMENT AT BOARD ORIENTATION. EACH YEAR THEREAFTER, ALL MEMBERS ARE ASKED TO RE-SIGN THE CONFLICT OF INTEREST STATEMENT AND CODE OF ETHICS. ALL NEW BOARD MEMBERS ATTEND AN ORIENTATION SESSION AT WHICH TIME THIS POLICY IS DISCUSSED SO AWARENESS IS CREATED AT THE ONSET. DURING BOARD MEETINGS, IF A CONFLICT EXISTS, MEMBERS ABSTAIN FROM VOTING WHERE THERE IS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A FOR THE CEO, THE COMPENSATION PACKAGE WAS APPROVED BY THE EXECUTIVE COMMITTEE AND THE BOARD OF DIRECTORS. IN ADDITION, AN OUTSIDE COMPENSATION FIRM TO THE ORGANIZATION PROVIDED ADDITIONAL INFORMATION. MINUTES THAT BECOME PART OF THE CONFIDENTIAL EMPLOYEE FILES. FORM 990, PART VI, SECTION C, LINE 19 SUN CITY AREA INTERFAITH SERVICES' GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE IN THE ORGANIZATION'S ANNUAL REPORT. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM LAST YEAR ICC CHILD CARE LLC DBA WIRTZIE'S CHILD DEVELOPMENT CENTER 16752 N GREASEWOOD STREET SURPRISE AZ 85378 CHILD CARE AND PRESCHOOL 6 MOS TO 5 YEARS OLD AZ 947350 SUN CITY INTERFAITH SERVICES INC BIRT'S BISTRO LLC 16752 N GREASEWOOD STREET SURPRISE AZ 85378 RESTAURANT AZ 380255 63779 SUN CITY INTERFAITH SERVICES INC