2020-06-29T16:11:06-05:00 2019-12-31 721396621 CARR RIGGS & INGRAM LLC 600 CLEVELAND STREET SUITE 1000 CLEARWATER FL 33755 990 2019-01-01 592746620 SUN CITY CENTER COMMUNITY ASSOCIATION INC SUNC 8136333500 1009 N PEBBLE BEACH BOULEVARD SUN CITY CENTER FL 33573 DAVID BIRKETT TREASURER 8136333500 2020-06-22 1 CATHERINE HAUG P01395474 7274460504 97.76.178.162 2020-06-22 09:54:59 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D295E64FA3144C95384FDD419B1359F408A7E6DC 2019 2020-11-06 18:47:13Z SAM SUDMAN 1009 N PEBBLE BEACH BOULEVARD SUN CITY CENTER FL 33573 3800894 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 58 250 19225 -72747 62124 51243 4197218 3442022 15364 61275 103999 125770 4378705 3680310 0 0 0 0 1431413 1434367 0 0 0 2638249 2498260 4069662 3932627 309043 -252317 17554024 18443878 1043793 4057050 16510231 14386828 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 3446882 3538930 PROVIDING RECREATIONAL ACTIVITIES, ENFORCING ZONING BENEFITING THE COMMUNITY AND LESSENING THE BURDEN OF COUNTY GOVERNMENT 3446882 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 21 0 1 58 1 1 1 0 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 DAVID BIRKETT 8136333500 1009 N PEBBLE BEACH BLVD SUN CITY CENTER FL 33573 X SAM SUDMAN PRESIDENT 20.00 X X 0 0 0 HELEN LEWIS VICE PRESIDENT 10.00 X X 0 0 0 MARILYN COTE-MILLER CORPORATE SECRETARY THROUGH 6/27/19 15.00 X X 0 0 0 DAVE BIRKETT TREASURER, SECRETARY 7/1/19 20.00 X X 0 0 0 JOE ELAM DIRECTOR 10.00 X 0 0 0 JERRY GIBSON DIRECTOR 10.00 X 0 0 0 DOUG SEIPELT DIRECTOR 10.00 X 0 0 0 LARRY SMITH DIRECTOR 10.00 X 0 0 0 BOB SULLIVAN DIRECTOR 10.00 X 0 0 0 0 0 0 0 0 0 0 BRIGHTVIEW LANDSCAPE SERVICES PO BOX 740655 ATLANTA GA 30374 LANDSCAPING 217551 AMERICAN ROOFING & SHEET METAL 5425 WEST CRENSHAW STREET TAMPA FL 33634 ROOFING SERVICES 213653 2 51243 51243 MEMBERS DUES 624110 3341515 3341515 GUEST CARDS 900002 80021 80021 LIBRARY INCOME 611710 12011 12011 ROOM RENTAL 532000 8475 8475 3442022 62928 62928 1653 -1653 -1653 -1653 126915 118931 7984 7984 ESTOPPEL FEES 624110 52100 52100 OTHER INCOME 624110 30180 30180 DIRECTORY INCOME 511140 19000 19000 16506 16281 225 117786 3680310 3538930 19225 70912 1206647 938112 268535 23229 22532 697 114449 111016 3433 90042 87341 2701 298512 208958 89554 43827 42512 1315 23000 22310 690 603 585 18 52373 17858 34515 33093 14940 18153 437793 425636 12157 814192 789766 24426 205520 199354 6166 SCC NEWS EXPENSE 5225 5225 REPAIRS & MAINTENANCE 555101 541242 13859 LIBRARY EXPENSE 22155 22155 BAD DEBT EXPENSE 4301 4301 2565 2565 3932627 3446882 485745 0 50122 25682 4372282 5370421 29212 23034 113276 154363 23879707 11869427 12300263 12010280 688869 860098 17554024 18443878 126476 92843 917317 1007589 0 2956618 1043793 4057050 X 15565510 13262733 944721 1124095 16510231 14386828 17554024 18443878 X -252317 -2042318 171232 X 0 1 X 1 0 X 3987663 3878947 4067220 4168793 3392758 19495381 215713 203444 171010 191659 227422 1009248 4203376 4082391 4238230 4360452 3620180 20504629 0 0 0 20504629 14442 13106 11379 15125 62928 116980 14442 13106 11379 15125 62928 116980 120280 102155 97719 101762 98561 520477 4338098 4197652 4347328 4477339 3781669 21142086 0.96980 0.97170 0.00550 0.00330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 921858 921858 21043842 10425706 10618136 1881892 1411606 470286 32115 32115 0 12010280 PERFORMANCE OBLIGATION LIABILITY 2956618 2956618 X 3972126 291816 291816 3680310 0 3680310 4053211 120584 120584 3932627 0 3932627 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, 2019 AND 2018. 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 118,931. CHANGE IN VALUE OF SPLIT INTEREST 171,232. LOSS ON DISPOSAL OF FIXED ASSETS 1,653. PART XII, LINE 2D - OTHER ADJUSTMENTS: ASSOCIATION ACTIVITY EXPENSE CLASSIFIED AS COST OF REVENUE 118,931. LOSS ON DISPOSAL OF FIXED ASSETS 1,653. ENTERTAINMENT SERIES 84276 84276 66616 FUNFEST 14911 14911 12065 99187 99187 78681 78681 20506 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 171,232.