Sun Cities Area Historical Society Inc
- Assets
- $518.3k
- Revenue
- $72.3k
- Investments
- $73.1k
- Employees
- 1
- Location
- Sun City, AZ
- Founding
- 04/1987
- Data as of
- 12/2021
- EIN
- 74-2439569
Organization Overview
Sun Cities Area Historical Society Inc is located in Sun City, AZ. The organization was established in 1987. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sun Cities Area Historical Society Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Sun Cities Area Historical Society Inc generated $72.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (13.7%) each year. All expenses for the organization totaled $35.2k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (3.7%) per year over the past 3 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE SUN CITIES AREA HISTORICAL SOCIETY IS DEDICATED TO THE PRESERVATION AND PRESENTATION OF THE RECORDS AND ARTIFACTS FOR SUN CITY, ARIZONA, THE WORLD'S FIRST ACTIVE RETIREMENT COMMUNITY AND ITS SISTER CITY SUN CITY WEST. THROUGH DOCUMENTATION AND DISPLAY IN THE FIRST MODEL HOME, PUBLIC PROGRAMS AND PUBLISHED WRITTEN MATERIALS, THE SOCIETY SEEKS TO INTERPRET FOR FUTURE GENERATION THE UNIQUE CONTEXT OF UBRAN DESIGN INTERACTION WITH VOLUNTEERISM TO MAINTAIN THESE PROGRESSIVE CITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
REFURBISHED AND ENHANCED THE MUSEUM WEBSITE. THIS EFFORT EXPANDED THE ENTITY'S REACH VIA THE USE OF SOCIAL MEDIA, ALLOWING MUSEUM FOLLOWERS TO STAY CURRENT ON EVENTS AND HOURS, AND ACCESS HISTORICAL SUN CITY ARTICLES AND PHOTOS REMOTELY.
PUBLISHED THE MUSEUM NEWSLETTER. THE MUSEUM WAS ABLE TO SEND MONTHLY NEWSLETTERS TO ITS MEMBERS, KEEPING THEM INFORMED OF FINANCES, NEW EXHIBITS, EXPANSIONS , AND EVENTS. THE NEWSLETTER REACHED APPROXIMATELY 250 MEMBERS EACH PERIOD.
REDESIGNED AND REFRESHED MUSEUM EXHIBITS. CREATED NEW EXHIBITS AND ROTATED OTHERS, PROVIDING FRESH DISPLAYS FOR VISITORS, MANY OF WHOM ARE MEMBERS, AND VISIT THE MUSEUM OFTEN. THESE EFFORTS BENEFITED NEARLY 1,800 VISITORS IN 2021.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Linda Borton Office Manager | 20 | $9,678 | |
Ben Roloff Secretary | Trustee | 10 | $0 |
Anne Levig Trustee | Trustee | 5 | $0 |
Tammy Ruocco Trustee | Trustee | 10 | $0 |
Paul Herrmann Vice President | Trustee | 10 | $0 |
Tim Ericson Trustee | Trustee | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $13,615 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $19,527 |
| All other contributions, gifts, grants, and similar amounts not included above | $21,609 |
| Noncash contributions included in lines 1a–1f | $1,150 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $54,751 |
| Total Program Service Revenue | $0 |
| Investment income | $17,577 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $72,328 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $50 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $12,554 |
| Compensation of current officers, directors, key employees. | $12,554 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $4,746 |
| Information technology | $3,816 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $2,222 |
| All other expenses | $1,718 |
| Total functional expenses | $35,191 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $36,650 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $278,597 |
| Investments—publicly traded securities | $129,913 |
| Investments—other securities | $73,106 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $518,266 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $518,266 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $518,266 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Sun Cities Area Historical Society Inc has recieved totaling $49.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $49 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Filoli Center Woodside, CA | $25,536,430 | $12,805,929 |
Ebell Of Los Angeles A Corp Los Angeles, CA | $0 | $4,120,329 |
Arizona Historical Society Tucson, AZ | $4,905,511 | $5,450,544 |
Balboa Park Conservancy San Diego, CA | $0 | $0 |
California Historical Society San Francisco, CA | $4,682,304 | $1,015,761 |
San Mateo County Historical Association Redwood City, CA | $17,041,726 | $2,189,539 |
San Diego Historical Society San Diego, CA | $5,956,806 | $1,548,156 |
Boulder Historical Society Inc Boulder, CO | $19,392,062 | $1,254,110 |
Santa Barbara Historical Museum Santa Barbara, CA | $11,048,211 | $1,546,553 |
La Jolla Historical Society La Jolla, CA | $4,824,303 | $1,847,731 |
Gay Lesbian Bisexual Transgender Historical Society San Francisco, CA | $850,305 | $1,392,606 |
Maricopa County Historical Society Wickenburg, AZ | $19,800,198 | $1,675,075 |