Sierra Winds Charitable Foundation

Tax-deductible

Peoria, AZ501(c)(3)Since 1998Foundations & GrantmakersEIN 86-0908834

Solicits donations for the support and benefit of residents of sierra winds life care community owned and operated by arizona retirement centers, INC.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Run by 13 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $15K a year · 14% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 8.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$149K
+4% vs prior year
Spent
$134K
To programs
88%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$149K
FY2024▲ +4%
Revenue by fiscal year
FY2020$160K
FY2021$122K
FY2022$64K
FY2023$68K
FY2024$143K
FY2024$149K
Expenses
$134K
FY2024▼ -12%
Expenses by fiscal year
FY2020$122K
FY2021$115K
FY2022$87K
FY2023$158K
FY2024$152K
FY2024$134K
Net assets
$1.3M
FY2024▲ +2%
Net assets by fiscal year
FY2020$1.3M
FY2021$1.5M
FY2022$1.3M
FY2023$1.2M
FY2024$1.2M
FY2024$1.3M

From the FY2024 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $117K Management & general 12% · $16K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

13 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer from 09/17/25
$0Pt VII · Sec A
Arci President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director from 02/18/25
$0Pt VII · Sec A
Director from 02/18/25
$0Pt VII · Sec A
See Sierra Winds Charitable Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises money to help residents of a life care community.

Provided by the organization

This section is blank until Sierra Winds Charitable Foundation claims this page.

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1 program service account for $117K of program spending, described in the organization's own filed words · FY2024.
01

During the fiscal year, we provided 86,362 in financial assistance to residents. We also paid for direct project costs, which totaled 25,349 for ga projects and 5,175 for approved projects.

$117Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 7 grants · $467K · 2019–2024
Unitemized GrantFY2024$86,362
Unitemized GrantFY2023$132,283
Unitemized GrantFY2022$116,254
Unitemized GrantFY2021$41,925
Unitemized GrantFY2020$45,208
Unitemized GrantFY2019$30,659

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$149K
Ln 12
Gifts and grantsLn 1h$88K
Investment incomeLn 3$51K
Other incomeLn 4–11$9K
Money outPt IX
$134K
Ln 25
Programscol B$117K
Managementcol C$16K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$95K
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$88K
Noncash giftsLn 1g$22K
Investment incomeLn 3$51K
Other incomeLn 4–11$9K
Gains on assetsLn 7$24K
Total revenueLn 12$149K
Assets in detailPt X, end of year
CashLn 1$68K
SavingsLn 2$28K
Cash and savings togetherLn 1–2$95K
InvestmentsLn 11–13$713K
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 613
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$100K$95K
InvestmentsLn 11–13$708K$713K
Total assetsLn 16$1.3M$1.3M
LiabilitiesLn 26$28K$0
Net assetsLn 32$1.2M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$31K$31K
Grants to domestic individualsLn 2$86K$86K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$10K$10K
Lobbying feesLn 11d$0
Investment management feesLn 11f$6K$6K
Other fees for servicesLn 11g$225$225
Advertising and promotionLn 12$0
Office expensesLn 13$200$200
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$335$335
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
All other expensesLn 24e$0
Total functional expensesLn 25$134K$117K$16K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $143K$152K−$9K$1.2M 990 PDF
FY2023 $68K$158K−$90K$1.2M 990 PDF
FY2022 $64K$87K−$22K$1.3M 990 PDF
FY2021 $122K$115K$8K$1.5M 990 PDF
FY2020 $160K$122K$37K$1.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $148,919 across 7 lines filed
Lines not itemized here account for $685 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$88,457
VIII-1g Noncash contributions (included above)$22,340
VIII-1h Total contributions, gifts and grants$88,457
VIII-3 Investment incomeExcluded from tax $26,908$26,908
VIII-7 Net gain or loss on sales of assetsExcluded from tax $24,138$24,138
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $8,731$8,731
VIII-12 Total revenueRelated to mission $8,731 · Excluded from tax $51,731$148,919
Part IX · Statement of functional expenses $133,644 across 29 lines filed
IX-1 Grants to domestic organizationsPrograms $30,524$30,524
IX-2 Grants to domestic individualsPrograms $86,362$86,362
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $9,559$9,559
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $6,439$6,439
IX-11g Other fees for servicesPrograms $225$225
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $200$200
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 InterestPrograms $335$335
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $117,446 · Management $16,198 · Fundraising $0$133,644
Part X · Balance sheet $1,258,683 assets, 9 lines filed
Asset lines not itemized here account for $450,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $58,454$67,515
X-2 Savings and temporary cash investmentsStart of year $41,417$27,866
X-8 Inventories for sale or useStart of year $500$500
X-11 Publicly traded securitiesStart of year $708,489$712,802
X-16 Total assetsStart of year $1,258,860$1,258,683
X-26 Total liabilitiesStart of year $28,227$0
X-27 Net assets without donor restrictionsStart of year $1,230,633$1,258,683
X-32 Total net assets or fund balancesStart of year $1,230,633$1,258,683
X-33 Total liabilities and net assetsStart of year $1,258,860$1,258,683
Part XI · Reconciliation of net assets $1,258,683 net assets at year end
XI-1 Total revenue$148,919
XI-2 Total expenses$133,644
XI-3 Revenue less expenses$15,275
XI-4 Net assets at start of year$1,230,633
XI-5 Net unrealized gains (losses) on investments$21,578
XI-9 Other changes in net assets−$8,803
XI-10 Net assets at end of year$1,258,683

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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