2021-05-03T13:35:11-05:00 2020-12-31 721396621 CARR RIGGS & INGRAM LLC 600 CLEVELAND STREET SUITE 1000 CLEARWATER FL 33755 990 2020-01-01 592746620 SUN CITY CENTER COMMUNITY ASSOCIATION INC SUNC 8136333500 1009 N PEBBLE BEACH BOULEVARD SUN CITY CENTER FL 33573 DAVID BIRKETT TREASURER 8136333500 2021-04-30 1 DAVID BIRKETT 999009999 CATHERINE HAUG P01395474 7274460504 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z BOB SULLIVAN 1009 N PEBBLE BEACH BOULEVARD SUN CITY CENTER FL 33573 3712077 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. 8 8 48 250 27 0 51243 36122 3442022 3473021 61275 -54933 125770 101182 3680310 3555392 0 0 0 0 1434367 1462254 0 0 0 2498260 2375280 3932627 3837534 -252317 -282142 18443878 19149205 4057050 4982312 14386828 14166893 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 3417133 3489075 PROVIDING RECREATIONAL ACTIVITIES, ENFORCING ZONING BENEFITING THE COMMUNITY AND LESSENING THE BURDEN OF COUNTY GOVERNMENT 3417133 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 14 0 1 48 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 X X X RON MATELSKI 8136333500 1009 N PEBBLE BEACH BLVD SUN CITY CENTER FL 33573 X BOB SULLIVAN PRESIDENT 7/2/2020 20.00 X X 0 0 0 JERRY GIBSON VICE PRESIDENT 7/2/2020 10.00 X X 0 0 0 RON MATELSKI CORPORATE SECRETARY 7/2/2020 15.00 X X 0 0 0 DAVE BIRKETT TREASURER, SECRETARY THROUGH 7/1/20 20.00 X X 0 0 0 ERIC PORR DIRECTOR 7/2/20 10.00 X 0 0 0 KIM ROUSH DIRECTOR 7/2/20 10.00 X 0 0 0 DOUG SEIPELT DIRECTOR 10.00 X 0 0 0 LARRY SMITH DIRECTOR 10.00 X 0 0 0 HELEN LEWIS VICE PRESIDENT THROUGH 1/3/20 10.00 X X 0 0 0 SAM SUDMAN PRESIDENT THROUGH 7/1/20 20.00 X X 0 0 0 JOE ELAM DIRECTOR THROUGH 1/3/20 10.00 X 0 0 0 0 0 0 0 0 0 0 BRIGHTVIEW LANDSCAPE SERVICES PO BOX 740655 ATLANTA GA 30374 LANDSCAPING 188828 1 36122 36122 MEMBERS DUES 624110 3201686 3201686 CAPITAL FEE INCOME 624110 196092 196092 GUEST CARDS 900002 66668 66668 LIBRARY INCOME 611710 7825 7825 ROOM RENTAL 532000 750 750 3473021 34025 34025 459 89417 -88958 -88958 -88958 63411 67268 -3857 -3857 ESTOPPEL FEES 624110 51900 51900 OTHER INCOME 624110 36153 36153 WAIVER/LATE FEES 624110 16959 16959 27 27 105039 3555392 3489075 27 30168 1237526 953299 284227 23203 22507 696 110088 106785 3303 91437 88694 2743 307464 298240 9224 21432 20789 643 24234 23507 727 42509 12995 29514 27152 9278 17874 407100 395729 11371 797799 773865 23934 209834 203539 6295 SCC NEWS EXPENSE 7895 7895 REPAIRS & MAINTENANCE 499343 483616 15727 LIBRARY EXPENSE 20327 20327 BAD DEBT EXPENSE 6228 6228 3963 3963 3837534 3417133 420401 0 25682 28205 5370421 6443522 23034 31436 154363 122134 23967175 12561665 12010280 11405510 860098 1118398 18443878 19149205 92843 137902 1007589 856761 2956618 3987649 4057050 4982312 X 13262733 12977727 1124095 1189166 14386828 14166893 18443878 19149205 X -282142 62207 X 0 1 X 1 0 X 3878947 4067220 4168793 3392758 3433900 18941618 203444 171010 191659 227422 138654 932189 4082391 4238230 4360452 3620180 3572554 19873807 0 0 0 19873807 13106 11379 15125 62928 34025 136563 13106 11379 15125 62928 34025 136563 102155 97719 101762 98561 105012 505209 4197652 4347328 4477339 3781669 3711591 20515579 0.96870 0.96980 0.00670 0.00550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 921858 921858 21103893 10986800 10117093 1909306 1542975 366331 32118 31890 228 11405510 UTILITY DEPOSITS 18060 REMAINDER INTEREST TRUST 904246 CONSTRUCTION IN PROGRESS 196092 1118398 PERFORMANCE OBLIGATION LIABILITY 3980876 PERFORMANCE OBLIGATION - EVENTS 6773 3987649 X 3773826 218434 218434 3555392 0 3555392 3993761 156227 156227 3837534 0 3837534 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 YEARS ENDED DECEMBER 31, 2020 AND 2019 THE ASSOCIATION HAS EVALUATED ITS TAX POSITIONS AND IS NOT AWARE OF ANY TAX POSITIONS IT HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. PART XI, LINE 2D - OTHER ADJUSTMENTS: ASSOCIATION ACTIVITY EXPENSE CLASSIFIED AS COST OF REVENUE 67,268. CHANGE IN VALUE OF SPLIT INTEREST 62,208. LOSS ON DISPOSAL OF FIXED ASSETS 88,958. PART XII, LINE 2D - OTHER ADJUSTMENTS: ASSOCIATION ACTIVITY EXPENSE CLASSIFIED AS COST OF REVENUE 67,268. LOSS ON DISPOSAL OF FIXED ASSETS 88,958. ROUNDING 1. ENTERTAINMENT SERIES 44357 44357 37566 SPECIAL ACTIVITIES 19054 19054 15610 63411 63411 53176 53176 10235 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. A NEW CONTRACT WAS EXECUTED TO CONTINUE SERVICES AND COMMENCED ON JANUARY 1, 2013. AN ADDENDUM WAS CREATED IN 2016 TO CONTINUE SERVICES THROUGH DECEMBER 31, 2022. THE CONTRACT IS SUBJECT TO CERTAIN TERMINATION CLAUSES WHICH MAY BE EXECUTED BY EITHER PARTY. THE COMMUNITY MANAGER REPORTS TO THE C.A. PRESIDENT. 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. IF THE BOARD HAS KNOWLEDGE OF A CONFLICT IT WOULD BE DISCUSSED WITH THE DIRECTOR. 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 OF BENEFICIAL INTEREST TRUST 62,207.