Sun City Area Interfaith Services Inc Dba Benevilla

Nonprofit profile at a glance

EIN
860404687
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-T 2023
Location
Surprise, AZ, USA
Phone
6235844999
Rating
75
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Supportive Housing for Older Adults
Affiliation
Interfaith

Official website

Reported finances

Revenue
$9,250,246
Expenses
$6,817,568
Assets
$15,416,612
Liabilities
$1,050,493

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • JOANNE BYERS (CEO)
  • SARA VILLANUEVA (VICE-PRESIDENT OF DONOR RELATIONS)
  • COURTNEY ALLEN (VICE-PRESIDENT OF PROGRAM OPERATIONS)

Highest reported compensation

  • JOANNE BYERS (CEO): $222,707 total reported compensation
  • ANTHONY VALENCIA (COO): $163,048 total reported compensation
  • SARA VILLANUEVA (VICE-PRESIDENT OF DONOR RELATIONS): $141,767 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Benevilla enriches lives of west valley residents by serving older adults, adults with disabilities, children, and the families who care for them.

What it reported doing in 2024

The benevilla cares program helps connect older adults and adults with disabilities, and their caregivers, to resources and assistance to maintain independence and quality of life. Benevilla cares offers three primary programs that are free of charge to area residents. The home services program assists more than 250 west valley seniors and adults with disabilities can continue living by pairing a benevilla volunteer to assist with home-based services such as grocery shopping, assisted transportation to medical appointments, minor home repairs, business assistance and friendly visitors/phone pal visits. Our information and resource service provides crucial support to over 2,400 older and vulnerable adults and their caregivers annually. And lastly, benevilla offers free caregiver support groups that meet regularly throughout the community such as life during loss, rebuilding life after loss, and general caregiving caregiver support.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 59
  • Transparency & Controls: 79
  • Accountability: 95
  • Sustainability: 69
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 56.1%; rating input score 56
  • Program expense ratio: 75%; rating input score 75
  • Fundraising efficiency: $7.27 raised per $1 spent on fundraising; rating input score 27; 27th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 26.3%; rating input score 82; 82nd percentile among comparable filings
  • Total-asset coverage ratio: 2.26; rating input score 66; 66th percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 65; 65th percentile among comparable filings
  • Officer compensation ratio: 9.6%; rating input score 31; 31st percentile among comparable filings

Growth

  • Program expense growth: 1.9% per year; rating input score 100; 22nd percentile among comparable filings
  • Revenue growth: 2.2% per year; rating input score 100; 22nd percentile among comparable filings
  • Asset growth: 0.3% per year; rating input score 100; 13th percentile among comparable filings

Details

  • Where the money goes: 56.1% of revenue deployed · 75% of spending went to programs
  • Governance: 12 of 12 board members independent · 8 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $5.1M in reported program spending
  • Leadership: top reported pay $223K · 16 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 35 of 35 current checks pass
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • High — Financial Efficiency: Fundraising efficiency scored 27/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 31/100.