2024-11-14T09:36:29-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2023-01-01 860404687 SUN CITY AREA INTERFAITH SERVICES INC DBA BENEVILLA SUNC 6235844999 16752 N GREASEWOOD STREET SURPRISE AZ 85378 ANTHONY VALENCIA CFO 6235844999 2024-11-12 1 0 SHARLYNN GARZA P02038329 4808394900 2024-11-08 2023 2024-10-15 13:58:12Z BENEVILLA JOANNE BYERS 16752 N GREASEWOOD STREET SURPRISE AZ 85378 7302744 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. 13 13 166 200 5479 2234 4075244 2924807 2650779 3304041 119736 174110 10818 16034 6856577 6418992 0 0 0 0 4640109 4833889 0 0 569152 2273997 2676693 6914106 7510582 -57529 -1091590 13438867 12813911 1063431 1118506 12375436 11695405 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 2532916 2110037 BENEVILLA ADULT LIFE ENRICHMENT DAY PROGRAMS PROVIDED OVER 100,700 HOURS OF CAREGIVER RESPITE IN 2023 BY SERVING 330 MEMBERS WITH SOCIAL, PHYSICAL, AND MENTAL STIMULATION INTEGRAL TO SUCCESSFUL AGING. EACH PROGRAM'S UNIQUENESS ADDRESSES THE SPECIFIC NEEDS OF OLDER ADULTS LIVING WITH ALZHEIMER'S DISEASE, CHRONIC ILLNESS, OR INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 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 AN ALTERNATIVE TO INSTITUTIONAL CARE AND HELPS OLDER ADULTS REMAIN INDEPENDENT AT HOME FOR AS LONG AS POSSIBLE. 1112027 1103974 WIRTZIE'S PRESCHOOL AND CHILDCARE PROVIDES A SAFE AND NURTURING ENVIRONMENT FOR CHILDREN AGES SIX WEEKS TO FIVE YEARS OLD. CLASSES ARE DESIGNED TO PROVIDE AGE-APPROPRIATE, CHILD-DIRECTED ACTIVITIES THAT INSPIRE THEM TO LEARN AND DISCOVER THROUGH PLAY. WIRTZIE'S IS NATIONALLY ACCREDITED THROUGH THE NATIONAL ACCREDITATION COMMISSION FOR EARLY CARE AND EDUCATION PROGRAMS AND IN 2023, PROVIDED QUALITY CHILDCARE TO 183 CHILDREN. AN OPTIONAL INTERGENERATIONAL PROGRAM CONNECTS CHILDREN FROM WIRTZIE'S WITH OLDER ADULTS THROUGH OUR LIFE ENRICHMENT PROGRAM, WHO HAVE EARLY TO MODERTATE STAGES OF DEMENTIA FOR STRUCTURED, CREATIVE TIME TOGETHER. 399060 THE BENEVILLA FAMILY RESOURCE CENTER PROVIDED INFORMATION AND RESOURCES AROUND CHILD DEVELOPMENT TO PARENTS AND CAREGIVERS OF YOUNG CHILDREN (BIRTH TO FIVE YEARS OLD) TO STRENGTHEN THE FAMILY THROUGH JUNE 2023 (THE TERM OF THE GRANT CONTRACT). THE PROGRAM OFFERED CLASSES, EVENTS AND A LIBRARY OF COMMUNITY RESOURCES SERVING 1,580 FAMILIES IN 2023 WITH OVER 2,370 RESOURCES. THE SERVICE TERRITORIES INCLUDED THE NORTHWEST MARICOPA REGION INCLUDING GLENDALE, PEORIA, SUN CITIES, SURPRISE, EL MIRAGE, WADDELL, WITTMAN, WICKENBURG, MORRISTOWN AND AGUILA. 1397617 115287 BENEFITNESS ADAPTIVE GYM PROVIDES AN INNOVATIVE FITNESS SPACE TO HELP THOSE IN THE WEST VALLEY WHO HAVE DIFFERENT ABILITIES, SPECIAL CONSIDERATIONS, AND CHRONIC MEDICAL CONDITIONS. THE WELLNESS GOALS OF EACH MEMBER AND CAREGIVER ARE CUSTOMIZED TO MEET THEIR NEEDS AND PROGRESS, SO THAT EVERYONE HAS THE OPPORTUNITY TO IMPROVE THEIR HEALTH AND VITALITY. IN 2023, BENEFITNESS SERVED 237 MEMBERS AND PROVIDED OVER 3,300 CLASSES. BENEFITNESS WAS THE RECEIPIENT OF $187,978 IN GRANTS DURING THE YEAR. ITS TOTAL REVENUE, INCLUDING GRANTS, WAS $303,265, AND EXPENSES TOTALED $391,908.THE BENEVILLA CARES PROGRAM HELPS CONNECT OLDER ADULTS AND ADULTS WITH DISABILITIES, AND THEIR CAREGIVERS, TO RESOURCES AND ASSISTANCE TO MAINTAIN INDEPENDENCE AND QUALITY OF LIFE. BENEVILLA CARES OFFERS THREE PRIMARY PROGRAMS THAT ARE FREE OF CHARGE TO AREA RESIDENTS. THE HOME SERVICES PROGRAM ASSISTS MORE THAN 250 WEST VALLEY SENIORS AND ADULTS WITH DISABILITIES CAN CONTINUE LIVING BY PAIRING A BENEVILLA VOLUNTEER TO ASSIST WITH HOME-BASED SERVICES SUCH AS GROCERY SHOPPING, ASSISTED TRANSPORTATION TO MEDICAL APPOINTMENTS, MINOR HOME REPAIRS, BUSINESS ASSISTANCE AND FRIENDLY VISITORS/PHONE PAL VISITS. OUR INFORMATION AND RESOURCE SERVICE PROVIDES CRUCIAL SUPPORT TO OVER 2,400 OLDER AND VULNERABLE ADULTS AND THEIR CAREGIVERS ANNUALLY. AND LASTLY, BENEVILLA OFFERS FREE CAREGIVER SUPPORT GROUPS THAT MEET REGULARLY THROUGHOUT THE COMMUNITY SUCH AS LIFE DURING LOSS, REBUILDING LIFE AFTER LOSS, AND GENERAL CAREGIVING CAREGIVER SUPPORT. 1397617 115287 5441620 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 38 0 166 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 6235844999 16752 N GREASEWOOD STREET SURPRISE AZ 85378 PASTOR KIM STERNER CHAIR 1.00 X X 0 0 0 OANA CONSTANTINESCU VICE CHAIR 1.00 X X 0 0 0 BRIAN LAURIE SECRETARY 1.00 X X 0 0 0 LARRY VERING TREASURER 3.00 X X 0 0 0 ALEX JUAREZ DIRECTOR 1.00 X 0 0 0 CHRIS ARLAUD DIRECTOR 1.00 X 0 0 0 DICK STUCKEY DIRECTOR 3.00 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 MERLYN CARLSON DIRECTOR 1.00 X 0 0 0 MIKE ZONGOLOWICZ DIRECTOR 1.00 X 0 0 0 SHANNON ARRIOLA DIRECTOR 1.00 X 0 0 0 JOANNE BYERS CEO 45.00 X 209464 0 18531 ANTHONY VALENCIA COO 45.00 X 143792 0 11952 SARA VILLANUEVA VICE-PRESIDENT OF DONOR RELATIONS 45.00 X 121980 0 11822 COURTNEY ALLEN VICE-PRESIDENT OF PROGRAM OPERATIONS 45.00 X 107236 0 9321 582472 0 51626 4 0 1 0 0 85916 90515 1478206 1270170 32950 2924807 PARTICIPANT FEES 900099 3289638 3289638 FOOD SALES 900099 14403 8924 5479 3304041 174272 174272 827342 827504 -162 -162 -162 34600 90515 56248 -21648 -21648 6946 0 6946 6946 OTHER INCOME 900099 30736 30736 30736 6418992 3329298 5479 159408 X 634098 154931 290347 188820 3582247 2995421 408116 178710 47713 47642 71 260941 216104 23681 21156 308890 234982 48398 25510 5635 5635 45000 45000 21491 21491 865592 499692 339635 26265 68773 37754 15496 15523 237781 137876 36556 63349 89253 53507 28568 7178 301258 274110 27148 57444 51651 3378 2415 71240 43580 18129 9531 13310 13310 350941 279753 71188 88607 26994 61613 SUPPLIES 132266 120401 10157 1708 MISCELLANEOUS 130769 107895 22855 19 FOOD AND BEVERAGE 130718 129323 1395 IN-KIND FACILITIES, SER 42860 12618 1345 28897 23755 17386 6369 7510582 5441620 1499810 569152 436167 478901 925306 577614 687793 198807 370970 7634 6344 46683 72460 11219655 4847218 6473099 6372437 4673636 4596451 60786 64106 127763 75821 13438867 12813911 868183 397467 22200 100246 500000 173048 120793 1063431 1118506 X 9354916 8397709 3020520 3297696 12375436 11695405 13438867 12813911 X -1091590 415057 -3498 X X 0 1 X 1 0 X 2530995 4030537 6025457 4085577 2924807 19597373 2530995 4030537 6025457 4085577 2924807 19597373 19597373 151818 93230 91530 116670 174272 627520 12425 12425 2289 3295 19484 30736 55804 20293122 5994707 0.96570 0.96890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,289. 2021 AMOUNT: $ 3,295. 2022 AMOUNT: $ 19,484. 2023 AMOUNT: $ 30,736. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2854718 320338 95903 18814 3060339 3403930 -501883 34965 12364 2854718 3217786 186144 3403930 3200848 153364 136426 3217786 2865027 392812 56991 3200848 1.00000 0 0 844343 844343 8482977 3587501 4895476 120602 72429 48173 1771733 1187288 584445 6372437 CHARITABLE GIFT ANNUITIES 45432 OPERATING LEASE LIABILITIES 75361 120793 X 6928722 415057 98235 -3498 509794 6418928 21491 -21427 64 6418992 7608753 98235 21427 119662 7489091 21491 21491 7510582 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, 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF CHARITABLE GIFT ANNUITIES -3,498. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -21,427. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 21,427. GOLF TOURNAMENT 125115 90515 34600 18461 16360 21427 125115 90515 34600 18461 16360 21427 56248 -21648 X X 0 0 0 0 0 0 0 1 0 JOANNE BYERS CEO 176089 0 33375 0 0 0 8759 0 9772 0 227995 0 0 0 ANTHONY VALENCIA COO 141892 0 1900 0 0 0 5981 0 5971 0 155744 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. X SUPPLIES 40 32950 SALE OF COMPARABLE P 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B IS THE TOTAL NUMBER OF CONTRIBUTIONS MADE. 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 IX, LINE 11G PROFESSIONAL FEES AND OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 499,692. MANAGEMENT AND GENERAL EXPENSES 339,635. FUNDRAISING EXPENSES 26,265. TOTAL EXPENSES 865,592. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF CHARITABLE GIFT ANNUITIES -3,498. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR 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 1514436 0 SUN CITY INTERFAITH SERVICES INC BIRT'S BISTRO LLC 16752 N GREASEWOOD STREET SURPRISE AZ 85378 RESTAURANT AZ 385276 64121 SUN CITY INTERFAITH SERVICES INC