2024-07-23T08:32:05-05:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 600 CLEVELAND STREET SUITE 1000 CLEARWATER FL 33755 990 2023-01-01 592746620 SUN CITY CENTER COMMUNITY ASSOCIATION INC SUNC 8136333500 1009 N PEBBLE BEACH BOULEVARD SUN CITY CENTER FL 33573 ROGER ZIEG TREASURER 8136333500 2024-07-18 1 ROGER ZIEG 999009999 0 CATHERINE HAUG P01395474 7274460504 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z RON CLARK 1009 N PEBBLE BEACH BOULEVARD SUN CITY CENTER FL 33573 5054145 0 X WWW.SUNCITYCENTER.ORG X 1986 FL TO SERVE THE RETIREMENT COMMUNITY OF SUN CITY CENTER BY MANAGING AND OPERATING RECREATIONAL FACILITIES, TO ENFORCE ON BEHALF OF ALL ITS RESIDENTS ZONING BENEFITING THE COMMUNITY AND TO LESSEN THE BURDENS OF COUNTY GOVERNMENT BY PROVIDING VARIOUS SERVICES TO THE RESIDENTS OF SUN CITY CENTER WHICH WOULD OTHERWISE HAVE BEEN PROVIDED BY COUNTY GOVERNMENT. 9 9 61 250 72 0 43094 104853 4319827 4440541 7751 200728 114360 121550 4485032 4867672 0 0 0 0 1613737 1652213 0 0 0 2964420 2981408 4578157 4633621 -93125 234051 20126293 21956328 6793186 7822359 13333107 14133969 X TO SERVE THE RETIREMENT COMMUNITY OF SUN CITY CENTER BY MANAGING AND OPERATING RECREATIONAL FACILITIES, TO ENFORCE ON BEHALF OF ALL ITS RESIDENTS ZONING BENEFITING THE COMMUNITY AND TO LESSEN THE BURDENS OF COUNTY GOVERNMENT BY PROVIDING VARIOUS SERVICES TO THE RESIDENTS OF SUN CITY CENTER WHICH WOULD OTHERWISE HAVE BEEN PROVIDED BY COUNTY GOVERNMENT. 0 0 4119113 4562071 PROVIDING RECREATIONAL ACTIVITIES, ENFORCING ZONING BENEFITING THE COMMUNITY AND LESSENING THE BURDEN OF COUNTY GOVERNMENT 4119113 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 61 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 X X X DEBBIE CANEEN 8136333500 1009 N PEBBLE BEACH BLVD SUN CITY CENTER FL 33573 X RON CLARK PRESIDENT 25.00 X X 0 0 0 JIM COLLINS VICE PRESIDENT 20.00 X X 0 0 0 ROGER ZIEG TREASURER 25.00 X X 0 0 0 DEBBIE CANEEN SECRETARY 20.00 X X 0 0 0 CARRIE BLAYLOCK DIRECTOR 20.00 X 0 0 0 TONY RICKERT DIRECTOR 20.00 X 0 0 0 GERI ROBERTS DIRECTOR 20.00 X 0 0 0 NANCY MCCALL DIRECTOR 20.00 X 0 0 0 JULIE PORTO DIRECTOR 20.00 X 0 0 0 TOM ARNOLD DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 STEWART TENNIS COURTS INC PO BOX 485 TERRA CEIA FL 34250 TENNIS COURT CONTRACTOR 379106 FIRST SERVICE RESIDENTIAL 2950 NORTH 28TH TERRACE HOLLYWOOD FL 33020 PROPERTY MANAGEMENT 334848 BRIGHTVIEW LANDSCAPE SERVICES PO BOX 740655 ATLANTA GA 30374 LANDSCAPING 262141 PI ARCHITECTS INC 6010 BALCONES DR 200 AUSTIN TX 78731 ARCHITECT 186076 INDEPENDENT AIR 3424 E 7TH AVE TAMPA FL 33605 AIR CONDITIONER SERVICE 133674 5 104853 104853 MEMBERS DUES 624110 3753786 3753786 CAPITAL FEE INCOME 624110 556608 556608 GUEST CARDS 900002 115955 115955 LIBRARY INCOME 611710 7392 7392 ROOM RENTAL 532000 6800 6800 4440541 270705 270705 69977 -69977 -69977 -69977 116444 116496 -52 -52 ESTOPPEL FEES 624110 67000 67000 OTHER INCOME 624110 28551 28551 WAIVER/LATE FEES 624110 25979 25979 72 72 121602 4867672 4562071 72 200676 1404866 1085625 319241 25618 24849 769 116242 112755 3487 105487 102322 3165 334848 324803 10045 35532 34466 1066 24600 23862 738 260 260 16502 15967 535 84714 17633 67081 42756 24722 18034 557354 541888 15466 820789 796165 24624 376999 365689 11310 SCC NEWS EXPENSE 17985 17985 REPAIRS & MAINTENANCE 637347 620284 17063 LIBRARY EXPENSE 25398 25398 BAD DEBT EXPENSE 3639 3639 2685 2685 4633621 4119113 514508 0 63411 888812 7926038 8743759 79853 181211 146191 101633 25315183 14153164 10963072 11162019 947728 878894 20126293 21956328 170752 149495 308092 6622434 7364772 6793186 7822359 X 12269400 12434236 1063707 1699733 13333107 14133969 20126293 21956328 X 234051 566811 X 0 1 X 1 0 X 3392758 3433900 3502447 4245233 4415247 18989585 227422 138654 104982 199956 246591 917605 3620180 3572554 3607429 4445189 4661838 19907190 0 0 0 19907190 62928 34025 4310 8303 270705 380271 62928 34025 4310 8303 270705 380271 72 72 98561 105012 116141 117535 121530 558779 3781669 3711591 3727880 4571027 5054145 20846312 0.95500 0.96730 0.01820 0.00620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 921858 921858 22547535 12577447 9970088 1813675 1543602 270073 32115 32115 0 11162019 PERFORMANCE OBLIGATION LIABILITY 7324740 PERFORMANCE OBLIGATION - EVENTS 40032 7364772 X 5620696 753284 753284 4867412 260 260 4867672 4819834 186473 186473 4633361 260 260 4633621 PART X, LINE 2: THE ASSOCIATION WAS DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAX OTHER THAN UNRELATED BUSINESS INCOME UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) ON JANUARY 1, 1989. SINCE THE 1989 DETERMINATION, THROUGH THIS DATE, THE ASSOCIATION HAS BEEN CONTINUOUSLY TREATED AS A PUBLICLY SUPPORTED SECTION 501(C)(3) ORGANIZATION, AND HAS ACCORDINGLY FILED FORMS 990 AND 990T AS ITS FEDERAL INCOME TAX RETURNS, IN ACCORDANCE WITH THE ASSOCIATION'S TAX EXEMPT STATUS. NO TAXES ARE DUE RELATING TO THE 990T FOR THE YEAR ENDED DECEMBER 31, 2023. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ASSOCIATION AND RECOGNIZE A TAX LIABILITY IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ASSOCIATION ACTIVITY EXPENSE CLASSIFIED AS COST OF REVENUE 116,496. CHANGE IN VALUE OF SPLIT INTEREST 566,809. LOSS ON DISPOSAL OF FIXED ASSETS 69,977. ROUNDING 2. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES BOOKED AGAINST REVENUE ON FINANCIALS 260. PART XII, LINE 2D - OTHER ADJUSTMENTS: ASSOCIATION ACTIVITY EXPENSE CLASSIFIED AS COST OF REVENUE 116,496. LOSS ON DISPOSAL OF FIXED ASSETS 69,977. ROUNDING PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES BOOKED AGAINST REVENUE ON FINANCIALS 260. ENTERTAINMENT SERIES 66744 66744 68895 HOLIDAY EVENT 12353 12353 11119 1 12057 12057 18222 91154 91154 98236 98236 -7082 FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION IS UNDER CONTRACT WITH A MANAGEMENT SERVICES COMPANY WHEREBY A COMMUNITY MANAGER AND FULL TIME BOOKKEEPER IS APPOINTED AND ASSISTS THE ASSOCIATION IN PERFORMING SERVICES REQUESTED BY THEM. AN ADDENDUM WAS CREATED IN 2016 TO CONTINUE SERVICES THROUGH 12/31/2022. A NEW CONTRACT WAS EXECUTED TO CONTINUE SERVICES AND COMMENCED ON JANUARY 1, 2023 AND IS FOR THREE CONSECUTIVE TWO YEAR TERMS, ENDING IN 2028. FORM 990, PART VI, SECTION A, LINE 6 ALL RESIDENTS ARE CONSIDERED MEMBERS OF THE ASSOCIATION AND MUST PAY DUES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT AT LEAST THREE DIRECTORS TO THE BOARD (GOVERNING BODY) EVERY YEAR. FORM 990, PART VI, SECTION A, LINE 7B IF AN INDIVIDUAL EXPENDITURE IS GREATER THAN 15% OF THE BUDGET THE MEMBERSHIP MUST APPROVE. FORM 990, PART VI, SECTION B, LINE 11B AS PER THE BYLAWS, THE TREASURER IS RESPONSIBLE FOR ALL FINANCIAL MATTERS. THE TREASURER AND PRESIDENT REVIEW AND APPROVE THE FORM 990 AFTER DISCUSSING IT WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON 1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY 2) HAS READ AND UNDERSTANDS THE POLICY 3) HAS AGREED TO COMPLY WITH THE POLICY 4) UNDERSTANDS THE ASSOCIATION IS CHARITABLE, AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. DIRECTORS HAVE A DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST AND ARE THEN GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, THE MEMBER WILL BE INFORMED OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. THE FINANCIAL STATEMENTS ARE AVAILABLE IN THE LIBRARY. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE BENEFICIAL INTEREST 9,166. CHANGE IN VALUE CRUT 555,368. CHANGE IN SIA 2,277.