2022-05-12T15:59:18-05:00 2021-12-31 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 500 AUBURN HILLS MI 48326 990 2021-01-01 237010671 SUNSET MANOR INC SUNS 6164572770 725 BALDWIN JENISON MI 49428 STEVE BOSSENBROEK CFO 6164572770 2022-05-09 1 STEVE BOSSENBROEK 999009999 SAMANTHA BECKER P01344887 2483757100 2022-05-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ROSE GARDEN WATERFORD PLACE SUNSET MANOR & VILLAGES SUNSET AT HOME SUNSET RETIREMENT COMMUNITIES & SERVICES STEVE ZUIDERVEEN 725 BALDWIN JENISON MI 49428 48903100 0 X WWW.SUNSETCOMMUNITIES.ORG X 1968 MI PROVIDE QUALITY HOUSING AND SERVICES FOR SENIORS IN KENT AND OTTAWA COUNTIES THROUGH THE OPERATION OF SENIOR COMMUNITIES, A SKILLED NURSING FACILITY AND HOME HEALTH SERVICES. 12 11 1038 300 0 0 2460548 4055928 32774980 15870800 1118588 14478754 0 0 36354116 34405482 0 0 0 0 17262854 9812861 0 0 0 18125904 15423011 35388758 25235872 965358 9169610 86891286 115496731 73925127 84808018 12966159 30688713 X SUNSET SENIOR COMMUNITIES PROVIDES QUALITY SERVICES FOR SENIOR ADULTS IN THE GREATER GRAND RAPIDS METROPOLITAN AREA, IN A SPIRIT OF CHRISTIAN LOVE. 0 1 14857867 11460261 PROVIDE QUALITY ASSISTED LIVING AND INDEPENDENT LIVING HOUSING AND SERVICES INCLUDING TRANSPORTATION, SOCIAL SERVICES, MEALS AT HOME,TO 700+ SENIORS. 6566479 4190155 SKILLED NURSING CARE FOR 200+ PERSONS WITH PHYSICAL AND DEMENTIA NEEDS REQUIRING 24 HOUR LICENSED NURSING CARE BOTH LONG TERM AND SHORT TERM REHABILITATION. 209035 80128 PROVIDE HOME HELP AND PRIVATE DUTY TO 100+ SENIORS. 76596 140256 NET CORPORATE 76596 140256 21709977 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 43 0 1 1038 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X STEVE BOSSENBROEK 6164572770 725 BALDWIN JENISON MI 49428 CHRISTINA MATZKE PRESIDENT AND CEO 40.00 0.00 X 238609 0 31972 STEVE ZUIDERVEEN PRESIDENT AND CEO - PARTIAL YEAR 40.00 0.10 X 219298 0 37244 STEVEN BOSSENBROEK CFO AND TREASURER 40.00 0.10 X 211110 0 38040 DAVID MIEDEMA DIRECTOR 1.00 0.10 X 178000 0 0 SUE HAMM EXECUTIVE DIRECTOR 40.00 0.00 X 137843 0 29163 MELISSA OHM VP HUMAN RESOURCES 40.00 0.00 X 130586 0 33377 BEN LEAVELL EXECUTIVE DIRECTOR 40.00 0.00 X 121168 0 27697 EMILY FOSTER EXECUTIVE DIRECTOR 40.00 0.00 X 111835 0 24777 CONNIE VANDERWAL DIRECTOR OF NURSING 40.00 0.00 X 106430 0 5960 RICK WIERINGA CHAIRMAN 1.00 0.00 X X 0 0 0 JIM ALBERS VICE CHAIRMAN 1.00 0.00 X X 0 0 0 PAUL BAKKER SECRETARY 1.00 0.00 X X 0 0 0 JOEL HOLSTEGE DIRECTOR 1.00 0.10 X 0 0 0 GRACE KREULEN DIRECTOR 1.00 0.00 X 0 0 0 JIM KROL DIRECTOR 1.00 0.00 X 0 0 0 DANIEL LAMORE DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER MATTHYSSE DIRECTOR 1.00 0.00 X 0 0 0 RAY RINGERWOLE DIRECTOR 1.00 0.00 X 0 0 0 ROGER VANDERHEIDE DIRECTOR 1.00 0.00 X 0 0 0 DAVID ZONDERVAN DIRECTOR 1.00 0.00 X 0 0 0 DAVID LAWRENCE DIRECTOR - PARTIAL YEAR 1.00 0.00 X 0 0 0 1454879 0 228230 9 0 1 0 0 3723649 119279 213000 4055928 RESIDENTIAL CARE 623000 13077757 13077757 ADVANCED FEE REVENUE 623000 1680497 1680497 OTHER RESIDENT SERVICES 623000 617858 617858 PROCESSING FEE REVENUE 623000 387000 387000 MEALS REVENUE 722210 107688 107688 15870800 807542 807542 13456793 14712037 10088666 4408952 3368127 10303085 13671212 13671212 34405482 15870800 0 14478754 776273 776273 6920009 6273643 646366 352292 289038 63254 1668923 1367020 301903 95364 265722 -170358 69312 69312 157386 56436 100950 194783 194783 1089890 811019 278871 528121 299857 228264 3000580 2831913 168667 1409924 1283579 126345 34320 21623 12697 112785 71327 41458 1929242 1874041 55201 3034044 2911423 122621 560600 236850 323750 MEALS 1561554 1561554 EQUIPMENT RENTAL & MAIN 960749 901149 59600 SUPPLIES 374381 374381 DUES AND SUBSCRIPTIONS 33859 26451 7408 371481 252951 118530 25235872 21709977 3525895 0 2376970 17922649 1589225 997102 32720 24081 256501 259329 118742643 47887884 55827021 70854759 25746727 24452932 322100 322100 740022 663779 86891286 115496731 4809605 5106882 3921032 4159716 42269506 50385290 22924984 25156130 73925127 84808018 X 12966159 30688713 12966159 30688713 86891286 115496731 X 9169610 -324419 8877363 X X 0 1 X 1 1 0 X 164522 448411 1185551 2460548 4055928 8314960 34090626 28682353 32458870 32774980 15870800 143877629 34255148 29130764 33644421 35235528 19926728 152192589 0 0 0 152192589 787428 2461470 667077 685096 807542 5408613 787428 2461470 667077 685096 807542 5408613 35042576 31592234 34311498 35920624 20734270 157601202 0.96570 0.96550 0.03430 0.03450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5652920 5652920 67633864 27100097 40533767 12588985 7267884 5321101 18746672 13519903 5226769 14120202 14120202 70854759 CHARITABLE GIFT ANNUITIES 28531 INTEREST RATE SWAP LIABILITY 4188196 REFUNDABLE ENTRANCE FEES AND DEPOSITS 20939403 25156130 X PART X, LINE 2: THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501 (A) OF THE CODE. THE CORPORATION IS NOT CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR ANY STATE OR LOCAL TAX AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X X 0 0 0 0 0 0 0 0 0 CHRISTINA MATZKE PRESIDENT AND CEO 238609 0 0 0 0 0 11051 0 20921 0 270581 0 0 0 STEVE ZUIDERVEEN PRESIDENT AND CEO - PARTIAL YEAR 219298 0 0 0 0 0 11302 0 25942 0 256542 0 0 0 STEVEN BOSSENBROEK CFO AND TREASURER 211110 0 0 0 0 0 10928 0 27112 0 249150 0 0 0 DAVID MIEDEMA DIRECTOR 178000 0 0 0 0 0 0 0 0 0 178000 0 0 0 SUE HAMM EXECUTIVE DIRECTOR 137843 0 0 0 0 0 7105 0 22058 0 167006 0 0 0 MELISSA OHM VP HUMAN RESOURCES 130586 0 0 0 0 0 6834 0 26543 0 163963 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS HAS FORMED A COMPENSATION COMMITTEE AND ENGAGED WITH OUTSIDE COMPENSATION CONSULTANTS TO DETERMINE THE COMPENSATION OF THE CEO AND OTHER EXECUTIVE COMMITTEE MEMBERS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2021. A THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN 383565644 NONEAVAIL 2016-06-30 31768721 REFUND 2014 BONDS TO MORE FAVORABLE TERMS 0 1 0 B MICHIGAN STRATEGIC FUND BONDS 521417332 NONEAVAIL 2014-05-29 19275000 FUND THE COST OF WATERFORD PHASE II 0 1 0 C THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN 383565644 NONEAVAIL 2021-05-12 41890000 REFUND A PORTION OF THE EDC OF THE TOWNSHIP OF GEORGETOWN SERIES 2014 BONDS 0 1 0 A 31768721 31768721 2016 1 0 1 1 B 19275000 371194 18903806 2015 0 0 1 1 C 13056911 41890000 685604 28147485 1 0 0 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 1 0.01300 1 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 C 0 1 0 0 1 1 FIRST MIDWEST BANK 10.000000000000 0 0 0 0 1 A 0 B 0 FORM 990, PART I, ITEM C DBA: ROSE GARDEN, WATERFORD PLACE, SUNSET MANOR & VILLAGES, SUNSET AT HOME, SUNSET RETIREMENT COMMUNITIES & SERVICES,. DBA: SUNSET SENIOR COMMUNITIES, SUNSET ASSOCIATION, WATERFORD GLENS, THE COVE AT WATERFORD. FORM 990, PART III, LINE 3 SUNSET MANOR SOLD THE SOLE SKILLED NURSING FACILITY DURING 2021. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO ATTEND THE ANNUAL MEETING EACH YEAR AND VOTE ON A SLATE OF BOARD MEMBERS FOR THAT YEAR. THESE MEMBERS ARE ALL RESIDENTS AND DONORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT BOARD MEMBERS TO THE GOVERNING BODY AT THE ANNUAL MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE AND CHIEF FINANCIAL OFFICERS, AND DISTRIBUTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES. AFTER THE DISCLOSURE, THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OR COMMITTEE HAS REASON TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER FURTHER INVESTIGATION, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, IT WILL TAKE THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ENFORCING AND MONITORING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS FORMED A COMPENSATION COMMITTEE AND ENGAGED WITH OUTSIDE COMPENSATION CONSULTANTS TO DETERMINE THE COMPENSATION OF THE CEO AND OTHER EXECUTIVE COMMITTEE MEMBERS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2021. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF SWAP AGREEMENT 1,852,801. DISCONTINUED OPERATIONS 7,024,562. THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. FORM 990, PART XII, LINE 3B: THE REQUIRED SINGLE AUDIT AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133 HAS NOT YET BEEN COMPLETED. PLANS HAVE BEEN MADE TO HAVE THE REQUIRED SINGLE AUDIT COMPLETED BY THE EXTENDED DUE DATE AS ESTABLISHED IN OMB M-20-26. SUNSET LEGACY FOUNDATION 725 BALDWIN STREET JENISON MI 49428 453567386 SUPPORTING ORGANIZATION MI 501(C)(3) LINE 12A, I SUNSET MANOR INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 SUNSET LEGACY FOUNDATION C 3723649 ACTUAL SUNSET LEGACY FOUNDATION Q 229332 ACTUAL