2023-11-13T10:33:16-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2022-01-01 344441627 SUNSHINE INC RESIDENTIAL & SUPPORT SERVICES SUNS 4198650251 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 MICHAEL BOGDAN CFO 4197941371 2023-11-10 1 MICHAEL BOGDAN 999009999 0 DIANN STRETTEN P01983935 4197942000 2023-11-01 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JASON ABODEELY 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 24528500 0 X WWW.SUNSHINE.ORG X 1949 OH SEE SCHEDULE O. 5 5 677 5 57600 0 8654099 2123086 20636234 20750923 333634 155383 700807 986131 30324774 24015523 2783 0 0 0 17938296 18062328 0 0 0 5994637 6768994 23935716 24831322 6389058 -815799 21921125 20306600 3934161 3135435 17986964 17171165 X SUNSHINE'S MISSION IS TO CREATE COMMUNITY AMONG PEOPLE WITH DEVELOPMENTAL DISABILITIES, THEIR FAMILIES, FRIENDS AND STAFF. WE DO THIS BY OFFERING SERVICES THAT ENABLE ALL OF US TO BUILD RELATIONSHIPS THAT ENHANCE OUR LIVES THROUGH MUTUAL CARING AND GROWTH. 0 0 20503181 21549769 HIGHLIGHTS FOR 2022: - IN THE SPRING OF 2022, WE WORKED WITH STAFF, FAMILIES AND REPRESENTATIVES OF THE FULTON COUNTY BOARD OF DD (FCBDD) TO CLOSE OUR RESIDENTIAL SUPPORTS IN FULTON COUNTY. IN COORDINATION WITH THE FCBDD, WE WERE ABLE TO MAINTAIN CONTINUITY FOR MANY OF THE INDIVIDUALS BY HAVING ANOTHER PROVIDER TAKE OVER SERVICES AND EMPLOY STAFF CURRENTLY WORKING WITH INDIVIDUALS. FOUR INDIVIDUALS CHOSE TO MOVE TO OPENINGS WITHIN OTHER SUNSHINE HOMES IN LUCAS COUNTY. CONTINUED ON SCHEDULE O- INDIVIDUALS LIVING AT SUNSHINE'S CAMPUS AND IN ICF HOMES IN THE COMMUNITY RETURNED TO VOCATIONAL SERVICES IN 2022 FOLLOWING THE PANDEMIC. - IN SEPTEMBER OF 2022, THE RESIDENTIAL PROGRAMS, IN COORDINATION WITH NURSING AND THERAPY, CREATED AN INTERDISCIPLINARY TEAM TO WEEKLY REVIEW MEDICATIONS, QUALITY INDICATORS AND INDIVIDUALS AT RISK FOR HOSPITALIZATION. THIS PROACTIVE APPROACH HAS HELPED IDENTIFY NEEDED CHANGES, HAS IMPROVED TRACKING FOR QUALITY INDICATORS AND HAS IMPROVED HEALTH OUTCOMES FOR INDIVIDUALS WE SUPPORT. - IN THE FALL OF 2022, WE COMPLETED A STRATEGIC REVIEW AND DEVELOPED A PLAN TO INCREASE SERVICES IN OUR VENT OUTLIER PROGRAM DUE TO AN INCREASED REQUEST FOR SERVICES. CURRENTLY, SUNSHINE HAS THE CAPACITY TO SUPPORT 12 INDIVIDUALS IN OUR VENT OUTLIER PROGRAM. BY MAKING SOME CHANGES TO HOW WE SUPPORT INDIVIDUALS RESIDENTIALLY FROM ADMISSION TO WEANING OFF THE VENT, WE WILL BE ABLE TO INCREASE OUR CAPACITY TO SUPPORT MORE INDIVIDUALS WITHIN THIS PROGRAM. 20503181 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 54 0 1 677 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X MICHAEL BOGDAN CHIEF FINANCIAL OFFICER 4197941371 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 DOUGLAS SCHMUCKER CHAIR 0.11 0.30 X X 0 0 0 TERRY TEUFEL VICE-CHAIR 0.14 X X 0 0 0 DIANE FRAZEE TREASURER 0.17 X X 0 0 0 LESSIE COCHRAN SECRETARY 0.17 X X 0 0 0 ELLEN WILLIAMS DIRECTOR 0.14 0.25 X 0 0 0 JASON ABODEELY PRESIDENT AND CEO 24.00 16.00 X 128724 185816 17934 MICHAEL BOGDAN CHIEF FINANCIAL OFFICER 20.00 20.00 X 65518 65518 11966 DEBORAH RASSMUSSON CHIEF PROGRAM OFFICER 24.00 16.00 X 69211 46141 11480 HOLLI STETTEN CHIEF IT OFFICER 24.00 16.00 X 61774 41182 10986 325227 338657 52366 4 0 1 0 GEM INC 6842 COMMODORE DR WALBRIDGE OH 43465 CONSTRUCTION 295964 ENVIROCARE LAWN & LANDSCAPE LLC 24112 LIME CITY RD PERRYSBURG OH 43551 LANDSCAPING 147699 COMMERCIAL FLOORING TOLEDO 10 S SUPERIOR ST TOLEDO OH 43604 FLOORING 143111 MRK TECHNOLOGIES INVERSION6 31390 VIKING PKWY WESTLAKE OH 44145 CYBERSECURITY SOFTWARE 118369 4 154246 1961015 7825 2123086 SERVICE FEES 623990 20533162 20533162 RENTAL REVENUE 531120 217761 217761 20750923 13218 13218 655142 512977 142165 142165 142165 MANAGEMENT FEE 541610 584622 584622 CONSULTING FEE 541610 271824 214224 57600 129685 129685 986131 24015523 21549769 57600 285068 475475 475475 14385607 12029683 2355924 157105 138035 19070 1786329 1475851 310478 1257812 1051215 206597 22468 22468 1180550 1043359 137191 64591 64591 1464017 1231647 232370 384332 307466 76866 429766 343813 85953 376993 301594 75399 87385 69908 17477 891546 713237 178309 229913 183930 45983 UBIT TAX 3600 3600 GOV MANDATED ASSESSMENT 726290 726290 MEDICAL SUPPLIES 376436 376436 FOOD 287234 287234 243873 223483 20390 24831322 20503181 4328141 0 6081145 3564878 1585093 1943000 336721 318657 29669020 19531454 10554742 10137566 350 3363074 4342499 21921125 20306600 1602618 1613328 111214 120255 1572971 1315368 647358 86484 3934161 3135435 X 17511882 16741315 475082 429850 17986964 17171165 21921125 20306600 -815799 0 X X 0 1 X 1 0 X 1345300 1006530 7498872 8654099 2123086 20627887 20832445 22826246 22233687 21172587 21549769 108614734 22177745 23832776 29732559 29826686 23672855 129242621 0 0 0 129242621 5169 3685 13218 22072 43567 49496 47211 12965 153239 43567 49496 52380 16650 13218 175311 1067478 39311 56585 63716 129685 1356775 23288790 23921583 29841524 29907052 23815758 130774707 0.98830 0.98150 0.00130 0.00150 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MANAGEMENT CONSULTING FEES AND OTHER MISCELLANEOUS INCOME - 2018 AMOUNT: $ 1,067,478. 2019 AMOUNT: $ 39,311. 2020 AMOUNT: $ 56,585. 2021 AMOUNT: $ 63,716. 2022 AMOUNT: $ 129,685. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 99137 99137 99137 99137 99137 99137 99137 99137 99137 99137 0.55630 0.44370 0 1 1 26701522 16820626 9880896 2575 2575 2964923 2710828 254095 10137566 RESIDENT FUNDS 120255 OTHER RECEIVABLES 144403 RELATED PARTY ACCOUNTS RECEIVABLE 1333383 EMPLOYEE RETENTION CREDIT RECEIVABLE 2744458 4342499 P/R WITHHOLDINGS 86484 86484 X PART IV, LINE 2B: SUNSHINE INC. RESIDENTIAL & SUPPORT SERVICES MAINTAINS CUSTODIAL ACCOUNTS FOR ITS RESIDENTS. PART V, LINE 4: A RELATED ORGANIZATION, SUNSHINE FOUNDATION, INC., HOLDS THE ENDOWMENT FUNDS AND USES THE MONEY GENERATED TO FURTHER THE EXEMPT PURPOSE OF SUNSHINE COMMUNITIES. PART X, LINE 2: MANAGEMENT OF THE ORGANIZATION IS REQUIRED TO DETERMINE WHETHER A TAX POSITION OF THE ORGANIZATION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT OF THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. HOWEVER, MANAGEMENT'S CONCLUSIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT AT A LATER DATE BASED ON FACTORS INCLUDING, BUT NOT LIMITED TO, NEW TAX LAWS, REGULATIONS, AND ADMINISTRATIVE INTERPRETATIONS (INCLUDING RELEVANT COURT DECISIONS). THE ORGANIZATION'S FEDERAL TAX RETURNS FOR THE PRIOR THREE FISCAL YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 0 0 0 0 0 0 0 0 0 JASON ABODEELY PRESIDENT AND CEO 128724 85816 0 100000 0 0 5662 3774 5099 3399 139485 192989 0 0 FORM 990, SCHEDULE J, PART II COLUMN B(II) THE PRESIDENT AND CEO WAS AWARDED AN INCENTIVE BONUS IN THE CURRENT YEAR THAT WAS TIED TO THE SALE OF INTERACTIVE FINANCIAL SOLUTIONS BY SUNSHINE COMMUNITIES, A RELATED ORGANIZATION. FORM 990, PART I, LINE 1: SUNSHINE'S MISSION IS TO CREATE COMMUNITY AMONG PEOPLE WITH DEVELOPMENTAL DISABILITIES, THEIR FAMILIES, FRIENDS AND STAFF. WE DO THIS BY OFFERING SERVICES THAT ENABLE ALL OF US TO BUILD RELATIONSHIPS THAT ENHANCE OUR LIVES THROUGH MUTUAL CARING AND GROWTH. TO ACHIEVE THIS MISSION, SUNSHINE'S RESIDENTIAL SERVICES OFFERS A WIDE ARRAY OF SERVICES AND SUPPORTS FOR MEN, WOMEN AND CHILDREN WITH DEVELOPMENTAL DISABILITIES AND THEIR LOVED ONES. OVER THE LAST YEAR, SUNSHINE RESIDENTIAL SERVICES SUPPORTED MORE THAN 150 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, INCLUDING THOSE THAT RESIDE IN INTERMEDIATE CARE FACILITIES (ICFS), IN WAIVER FAMILY CARE HOMES, AND IN A PERSON'S OWN HOME. OVER THE LAST SEVERAL YEARS, SUNSHINE RESIDENTIAL SERVICES HAS ALSO BEGUN SUPPORTING MORE CHILDREN RESIDENTIALLY. CURRENTLY 22 CHILDREN WITH COMPLEX NEEDS CALL SUNSHINE THEIR HOME. MANY OF THE INDIVIDUALS WE SUPPORT HAVE COMPLEX MEDICAL AND MENTAL HEALTH CONDITIONS. FOR THAT REASON, SUNSHINE'S RESIDENTIAL SERVICES ALSO OFFERS BOTH MEDICAL AND CLINICAL SERVICES THAT INCLUDE NURSING CARE, AS WELL AS, SPEECH, OCCUPATIONAL AND PHYSICAL THERAPY. THESE SERVICES ARE OFFERED IN A VARIETY OF ADAPTIVE SETTINGS, INCLUDING SUNSHINE'S THERAPEUTIC POOL. SUNSHINE ALSO OFFERS UNIQUE SUPPORT FOR PEOPLE DEPENDENT ON VENTILATORS, ENABLING THEM TO LIVE IN A HOME SETTING RATHER THAN A HOSPITAL OR SIMILAR MEDICAL FACILITY, AND ENCOURAGING THEM TO BE ACTIVE IN THE COMMUNITY AROUND THEM. THE WAY SUNSHINE STAFF AND LEADERSHIP PROVIDE THESE SERVICES AND SUPPORTS IS CRITICAL. DECISIONS ARE GUIDED BY PERSON-CENTERED PLANNING, AN INDIVIDUAL'S CHOICE, AS WELL AS, THE CALL TO CREATE COMMUNITY," A MISSION ROOTED IN THE VALUES OF EMPATHY, MUTUALITY, SPIRITUALITY, INTEGRITY, AND STEWARDSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE FILING ORGANIZATION IS SUNSHINE COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 7A PER THE ORGANIZATION'S CODE OF REGULATIONS, THE SOLE MEMBER MAY ELECT AND REMOVE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B SUNSHINE COMMUNITIES, THE PARENT COMPANY, HOLDS RESERVE POWERS FOR SUNSHINE INC. RESIDENTIAL AND SUPPORT SERVICES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE ORGANIZATION'S FORM 990 WAS PROVIDED TO THE BOARD FOR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C SUNSHINE INC. RESIDENTIAL & SUPPORT SERVICES REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY REQUIRING UPDATED CONFLICT OF INTEREST POLICY STATEMENTS TO BE REVIEWED AND SIGNED BY THE BOARD MEMBERS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A SUNSHINE INC. RESIDENTIAL AND SUPPORT SERVICES' DIRECTOR OF H.R. PROVIDES SALARY SURVEY DATA AND PERFORMANCE REVIEWS TO THE BOARD TO DETERMINE THE PRESIDENT/CEO'S SALARY ON AN ANNUAL BASIS. OTHER OFFICER'S COMPENSATION IS DETERMINED BASED ON SALARY SURVEY DATA AND PERFORMANCE REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: SUNSHINE COMMUNITIES' FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF ITS INDEPENDENT ACCOUNTANT. SUNSHINE INC VOCATIONAL SERVICES 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 205153897 DAY HAB ACTIVITIES & JOB OPPS FOR INDV. WITH DEV. DISABILITIES OH 501(C)(3) LINE 10 SUNSHINE COMMUNITIES 0 SUNSHINE COMMUNITIES 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 261399471 SERVICES FOR SUNSHINE INC. RESIDENTIAL AND VOCATIONAL. OH 501(C)(3) LINE 12B, II N/A 0 SUNSHINE FOUNDATION INC 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 341456069 FUNDRAISING & SUPPORT FOR SUNSHINE INC. RESIDENTIAL AND VOCATIONAL. OH 501(C)(3) LINE 12C, III-FI SUNSHINE COMMUNITIES 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0