2021-10-04T09:42:18-05:00 2020-12-31 341827159 GILMORE JASION MAHLER LTD 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2020-01-01 344441627 SUNSHINE INC RESIDENTIAL & SUPPORT SERVICES SUNS 4198650251 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 JASON ABODEELY PRESIDENT & CEO 4198650251 2021-10-04 1 JASON ABODEELY 999009999 HEIDI FERGUSON P00410007 4197942000 2021-10-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JASON ABODEELY 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 30675094 0 X WWW.SUNSHINE.ORG X 1949 OH SEE SCHEDULE O. 5 5 902 5 245759 58495 1006530 7498872 21900193 21526572 -11451 272213 1175585 939839 24070857 30237496 0 0 0 0 17326424 17264597 0 0 0 7717838 6213238 25044262 23477835 -973405 6759661 15758772 20313876 10920527 8715970 4838245 11597906 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 19632822 22233687 HIGHLIGHTS FOR 2020: -AT THE END OF THE FIRST QUARTER, VOCATIONAL (ADS) SERVICES AND SCHOOLS CLOSED DUE TO THE PANDEMIC. WE MOVED TO BEGIN PROVIDING BOTH EDUCATIONAL AND VOCATIONAL SERVICES WITHIN THE RESIDENTIAL SETTINGS- SUPPORTED LIVING, FAMILY CARE HOMES AND OUR BASE FACILITY. -SUNSHINE'S BEHAVIOR SUPPORT DEPARTMENT & THE HOME'S MANAGER WORKED WITH EACH CHILD'S TEACHER FOR SCHOOL WORK AND ONLINE CLASS TIMES. BEHAVIOR TECHS WERE SCHEDULED TO WORK WITH KIDS TO ENSURE WORK WAS COMPLETED AND STUDENTS DIDN'T FALL BEHIND. SUNSHINE'S THERAPY DEPARTMENT WORKED WITH OUR YOUNGER CHILDREN WHO COULD NO LONGER ATTEND PRESCHOOL ON DEVELOPMENTAL PROGRAMMING. CONTINUED ON SCHEDULE O-DUE TO VOCATIONAL SERVICES BEING PROVIDED IN THE HOMES MORE LONG-TERM, WE DEVELOPED AN INTEGRATED MODEL FOR MANAGERS TO SUPERVISE BOTH RESIDENTIAL AND ADS PROGRAMS. TO CREATE ENGAGEMENT AND ENRICHMENT ACTIVITIES, WE PARTNERED WITH SUNSHINE'S VOLUNTEER DEPARTMENT TO CREATE ACTIVITY BOXES FOR HOMES, VIRTUAL ACTIVITIES AND DISTANCED ACTIVITIES IN THE COMMUNITY. THESE INCLUDED BINGO, KARAOKE, STORY TIME, VISITS WITH FRIENDS, BALLETS, CONCERTS AND TRAVEL ALL DONE VIRTUALLY.-WE EXPANDED OUR STATION MD TELEMEDICINE TO ALL OF OUR WAIVER AND ICF HOMES IN THE COMMUNITY & THE BASE. -BETWEEN THANKSGIVING & CHRISTMAS WE SAW AN INCREASE IN COVID-19 CASES, BUT BY THE END OF THE 1ST QUARTER OF 2021, WE HAD 132 INDIVIDUALS THAT WE SUPPORT BOTH RESIDENTIALLY AND VOCATIONALLY VACCINATED. -RESIDENTIALLY WE HAD THE CLOSURE AND SALE OF THE ARCHBOLD AND BEVERLY HILLS HOMES. 19632822 1 1 0 0 0 0 0 0 1 1 1 0 0 0 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 55 0 1 902 1 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 0.10 0.20 X X 0 0 0 TERRY TEUFEL VICE-CHAIR 0.10 X X 0 0 0 DIANE FRAZEE SECRETARY/TREASURER 0.10 X X 0 0 0 LESSIE COCHRAN DIRECTOR 0.10 X 0 0 0 ELLEN WILLIAMS DIRECTOR 0.10 0.30 X 0 0 0 JASON ABODEELY PRESIDENT AND CEO 32.00 8.00 X 167037 41759 13368 DONNA HENSON CHIEF FINANCIAL OFFICER 24.00 16.00 X 61754 41169 7535 DEBORAH RASSMUSSON CHIEF PROGRAM OFFICER 28.00 12.00 X 79674 34146 10041 308465 117074 30944 1 0 1 0 OHIO DEPARTMENT OF DEVELOPMENTAL DISABIL 30 E BROAD ST COLUMBUS OH 43215 FRANCHISE FEES FOR MEDICAID BED 591923 ENVIROCARE LAWN & LANDSCAPE LLC 24112 LIME CITY RD PERRYSBURG OH 43551 LANDSCAPING 176773 GEM INC 6842 COMMODORE DR WALBRIDGE OH 43465 CONSTRUCTION 134960 SOLANA 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 SOFTWARE 105141 4 5830116 1668756 7498872 SERVICE FEES 623990 21277088 21277088 RENTAL REVENUE 531120 249484 249484 21526572 5169 5169 7155 11785 -4630 -4630 -4630 692857 425813 267044 267044 69620 197424 MANAGEMENT FEE 541610 657953 544953 113000 CONSULTING FEE 541610 229931 162162 67769 56585 56585 944469 30237496 22233687 245759 259178 332621 332621 14305291 12083296 2221995 84306 79712 4594 1284370 1079609 204761 1258009 1097291 160718 45699 45699 542504 492013 50491 57877 57877 1509342 1277160 232182 239950 191960 47990 395277 316222 79055 186005 148804 37201 144750 115800 28950 1174364 939491 234873 222855 178284 44571 UBIT TAX 37600 37600 GOV MANDATED ASSESSMENT 772344 772344 FOOD 307039 307039 MEDICAL SUPPLIES 295222 295222 282410 258575 23835 23477835 19632822 3845013 0 366184 6145857 2333069 1794200 10000 293087 275159 30607853 19133864 12466886 11473989 97590 491 421 201465 614250 15758772 20313876 2250685 1721925 19159 19159 136655 264173 2280587 1842211 3643400 6233441 1225102 10920527 8715970 X 4128915 10946623 709330 651283 4838245 11597906 15758772 20313876 6759661 0 X X 0 1 X 1 0 X 1675752 2126244 1345300 1006530 7498872 13652698 21285317 20652212 20832445 22826246 22233687 107829907 22961069 22778456 22177745 23832776 29732559 121482605 0 0 0 121482605 4200 5169 9369 61395 32042 43567 49496 47211 233711 65595 32042 43567 49496 52380 243080 940390 1000088 1067478 39311 56585 3103852 23967054 23810586 23288790 23921583 29841524 124829537 0.97320 0.96420 0.00190 0.00230 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MANAGEMENT CONSULTING FEES AND OTHER MISCELLANEOUS INCOME - 2016 AMOUNT: $ 940,390. 2017 AMOUNT: $ 1,000,088. 2018 AMOUNT: $ 1,067,478. 2019 AMOUNT: $ 39,311. 2020 AMOUNT: $ 56,585. 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 27411873 16363281 11048592 3195980 2770583 425397 11473989 RELATED PARTY NOTES PAYABLE 238747 P/R WITHHOLDINGS 209624 DEFERRED SOCIAL SECURITY (CARES ACT) 776731 1225102 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 138237 34559 28800 7200 0 0 5099 1275 5595 1399 177731 44433 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 INC. RESIDENTIAL AND SUPPORT SERVICES (SIRSS) OFFERS A WIDE ARRAY OF SERVICES AND SUPPORTS FOR MEN, WOMEN AND CHILDREN WITH DEVELOPMENTAL DISABILITIES AND THEIR LOVED ONES. SUNSHINE SUPPORTS MORE THAN 400 PEOPLE WITH DEVELOPMENTAL DISABILITIES EACH YEAR, INCLUDING ABOUT 200 WHO LIVE IN INTERMEDIATE CARE FACILITIES (ICFS), IN FAMILY CARE HOMES, AND IN A PERSON'S OWN HOME. MANY OF THE INDIVIDUALS WE SUPPORT HAVE COMPLEX MEDICAL AND MENTAL HEALTH CONDITIONS. FOR THAT REASON, SIRSS ALSO OFFERS 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 AND RIDING CENTER. 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 TENDERNESS, 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 INTERACTIVE FINANCIAL SOLUTIONS INC 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 311503203 MKTG SOFTWARE TO ORGS SERVING INDV. WITH DEV. DISABILITIES OH N/A C 0 0 0 1 0 1 0 0 0 0 1 0 1 1 1 1 0 1 1 0