2021-01-29T13:18:32-06:00 2020-06-30 593070669 MSL PA 500 E BROWARD BLVD SUITE 1550 FORT LAUDERDALE FL 33394 990 2019-07-01 061249974 SUNRISE NORTHEAST INC SUNR 3055969040 9040 SUNSET DRIVE MIAMI FL 33173 JOHN KELLEHER CPA CHIEF FINANCIAL OFFICER 3055969040 2021-01-29 1 COURTNEY HOGBEN P01619105 9548478910 2019 2022-09-23 18:48:47Z ZACHARY WRAY 9040 SUNSET DRIVE MIAMI FL 33173 18438592 0 X WWW.SUNRISEGROUP.ORG X 1988 CT THE MISSION IS TO CREATE VALUED LIVES FOR PEOPLE WITH DISABILITIES. 3 2 507 2 0 0 11077 9692 16824463 18398881 20356 30019 41235 0 16897131 18438592 0 0 0 0 12351045 13212236 0 0 0 4732859 5038496 17083904 18250732 -186773 187860 2768293 3997835 5211307 5372050 -2443014 -1374215 X THE ORGANIZATION RECOGNIZES THAT ALL PEOPLE WANT AND HAVE A RIGHT TO A FULL AND PRODUCTIVE LIFE WHICH INCLUDES A HOME, FAMILY, WORK AND PARTICIPATION IN COMMUNITY GROUPS AND ACTIVITIES. THIS COMPANY FURTHER RECOGNIZES THAT ALL PEOPLE DESIRE EXPERIENCES THAT ARE NURTURING, FULFILLING AND DIGNIFIED AND THAT THEY ALSO HAVE THE CAPACITY FOR GROWTH AND DEVELOPMENT THROUGH WHICH THESE RECOGNIZED WANTS AND DESIRES CAN BE REALIZED.THE ORGANIZATION IS COMMITTED TO ENSURING THAT INDIVIDUALIZED SUPPORTS AND SERVICES ARE DESIGNED AND PROVIDED TO BUILD ON PEOPLE'S STRENGTHS, INTERESTS AND NEEDS. 0 0 17070858 18398881 SUNRISE NORTHEAST, INC. PROVIDES HOUSING, SUPERVISION, TRAINING AND THERAPEUTIC, MEDICAL, EDUCATION AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF CONNECTICUT. IN THE CURRENT YEAR, THE FILING ORGANIZATION PROVIDED SERVICES TO 144 INDIVIDUALS. 17070858 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 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 20 0 1 507 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOHN KELLEHER CPA 3055969040 9040 SUNSET DRIVE MIAMI FL 33173 ZACHARY WRAY PRESIDENT 1.00 57.00 X 0 300600 24403 JOHN KELLEHER CPA SECRETARY/TREASURER 1.00 56.00 X 0 213040 29558 SCOTT A STAFFORD REGIONAL ADMINISTRATOR 40.00 0.00 X 142796 0 12235 SHERRI POTTER ASSISTANT SECRETARY 1.00 57.00 X 0 109858 26743 ALLEN M PLUMMER DIRECT SUPPORT PROFESSIONAL 40.00 0.00 X 112160 0 6135 STEVEN M WEINGER ESQ DIRECTOR 1.00 12.00 X 0 23038 0 JOSE E SOUTO JR DIRECTOR 1.00 5.00 X 0 0 0 GREGORY T HICKS CHAIR 1.00 6.00 X 0 0 0 254956 646536 99074 2 0 1 0 ROBERT KANKEL 60 HAYES ROAD SOUTH WINDSOR CT 06074 BEHAVIOR SPECIALIST 110495 1 9692 9692 CONTRACT REVENUE 624310 16617875 16617875 OTHER PROGRAM SERVICE 624310 1747975 1747975 MEDICAID WAIVER REVENUE 624310 33031 33031 18398881 36 36 7130 22853 0 0 7130 22853 29983 29983 18438592 18398881 0 30019 11746511 11217739 528772 31169 30231 938 438846 425633 13213 995710 965730 29980 1347195 1347195 9421 9421 26133 26133 196891 196891 2612 2612 281439 169781 111658 862009 837486 24523 325015 247556 77459 159072 158518 554 347479 343835 3644 324144 295275 28869 MEDICAL SUPPLIES 376834 375827 1007 OTHER SUPPLIES 376014 374119 1895 SMALL APPLIANCES AND FU 189616 158268 31348 ADMINISTRATIVE ALLOCATI 136720 1254718 -1117998 77902 19251 58651 18250732 17070858 1179874 0 7186 7382 15286 1232871 8978 27317 6586839 4124373 2431737 2462466 305106 267799 2768293 3997835 1387163 1450485 747422 788708 2641991 2497993 434731 634864 5211307 5372050 X -2443014 -1374215 -2443014 -1374215 2768293 3997835 X 187860 880939 X X 0 1 X 1 0 X 34925 10005 12168 11077 9692 77867 17170376 17398299 16880296 16824463 18398881 86672315 17205301 17408304 16892464 16835540 18408573 86750182 0 0 0 86750182 420 113 145 36 714 420 113 145 36 714 17205721 17408304 16892577 16835685 18408609 86750896 1.00000 0.99860 0.00000 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 88575 144430 233005 0 4529537 2711051 1818486 41017 27192 13825 1999402 1375072 624330 16883 11058 5825 2462466 DEPOSITS 265313 OTHER CURRENT ASSETS 2486 267799 CAPITAL LEASES 618552 DUE TO INTERMEDIARIES 16312 634864 18415739 0 18415739 22853 22853 18438592 18250732 0 18250732 0 18250732 PART IV, LINE 2B: THE ORGANIZATION IS A TRUSTEE FOR CLIENT FUNDS WHICH ARE EXPENDED ON BEHALF OF THE CLIENTS FOR PERSONAL ITEMS. THE AMOUNT OF CLIENT FUNDS HELD AND THE OFFSETTING LIABILITY AT JUNE 30, 2020 AND 2019, AMOUNTED TO APPROXIMATELY $233,000 AND $89,000, RESPECTIVELY. THESE AMOUNTS HAVE NOT BEEN REFLECTED IN THE ORGANIZATION'S STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: NON-OPERATING GAIN ON DISPOSAL OF ASSETS 22,853. 0 0 0 0 0 0 0 0 0 ZACHARY WRAY PRESIDENT 0 275600 0 25000 0 0 0 22791 0 1612 0 325003 0 0 JOHN KELLEHER CPA SECRETARY/TREASURER 0 213040 0 0 0 0 0 29533 0 25 0 242598 0 0 SCOTT A STAFFORD REGIONAL ADMINISTRATOR 135015 0 7781 0 0 0 12210 0 25 0 155031 0 0 0 PART I, LINE 3 SUNRISE NORTHEAST, INC.'S PERSONNEL ARE EMPLOYED BY SUNRISE COMMUNITY, INC., A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR SUNRISE NORTHEAST, INC.'S CEO: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS THE PHINEAS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER, THE PHINEAS CORPORATION, HAS THE AUTHORITY TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AT A MEETING OF MEMBERS CALLED EXPRESSLY FOR THAT PURPOSE, ANY DIRECTOR OR THE ENTIRE BOARD OF DIRECTORS MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY A VOTE OF A MAJORITY OF THE MEMBERS THEN ENTITLED TO VOTE AT AN ELECTION OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B AT THE DIRECTION OF THE BOARD OF DIRECTORS, FINANCE MANAGEMENT CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 AND, THEREAFTER, A COMPLETE COPY IS PROVIDED TO THE BOD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES, EXECUTIVES, TRUSTEES AND BOARD MEMBERS. THE PRESIDENT & CEO MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. MEMBERS OF THE BOARD OF DIRECTORS MUST FULLY DISCLOSE TO THE BOARD CHAIR ANY CONTRACT, BUSINESS ARRANGEMENT, OR DIRECT FINANCIAL INTEREST IN A BUSINESS THAT CONTRACTS OR TRANSACTS BUSINESS WITH THE ORGANIZATION. MEMBERS OF THE BOARD OF TRUSTEES, EMPLOYEES AND COMMITTEE MEMBERS MUST MAKE SUCH DISCLOSURES TO THE PRESIDENT & CEO. THE BOARD CHAIR (IN MATTERS INVOLVING THE BOARD OF DIRECTORS), OR THE PRESIDENT & CEO (IN MATTERS INVOLVING MEMBERS OF THE BOARD OF TRUSTEES, EMPLOYEES, AND COMMITTEE MEMBERS), MAY DECIDE WHETHER TO ALLOW CONTINUING INVOLVEMENT IN THE DISCUSSION AND DECISION PROCESS, AND TO WHAT DEGREE (I.E. DISCUSSION ONLY AND THE MEMBER MUST ABSTAIN FROM VOTING), BEFORE PROCEEDING. THE POTENTIAL CONFLICT OF INTEREST IS RECORDED IN THE MINUTES OR NOTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED FROM RELATED ENTITIES 880,939. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 9 NET ASSETS TRANSFERRED FROM (TO) RELATED PARTIES: THE SUNRISE GROUP'S CASH MANAGEMENT POLICIES REQUIRE ALL CASH RECEIPTS TO BE TRANSFERRED TO THE SUNRISE COMMUNITY, INC. GENERAL OPERATING ACCOUNT. CASH TRANSFERS BACK TO THE ORGANIZATION ARE ONLY MADE TO COVER ITS REQUIRED CASH FLOW NEEDS, CREATING A DUE FROM (TO) SUNRISE COMMUNITY, INC. SINCE THERE IS NO INTENTION TO REPAY THESE RELATED-PARTY BALANCES, ANY EXCESS CASH TRANSFERS ARE CONSIDERED A PERMANENT TRANSFER OF NET ASSETS AT YEAR END. DURING THE YEARS ENDED JUNE 30, 2020 AND 2019, THE ORGANIZATION HAD NET ASSET TRANSFERS TO RELATED ORGANIZATIONS AMOUNTING TO $880,939 AND $(349,227), RESPECTIVELY. NET ASSETS TRANSFERRED (TO) FROM RELATED PARTIES DURING THE YEARS ENDED JUNE 30, 2020 AND 2019, INCLUDED NONCASH ASSETS AND THEIR RELATED DEBT, WITH A NET NONCASH TRANSFER OF $122,355 AND $12,944, RESPECTIVELY. CAPE CORAL HOME INC 9040 SUNSET DRIVE MIAMI FL 33173 650796731 INACTIVE FL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 1 LOG CABIN ENTERPRISES INC 9040 SUNSET DRIVE MIAMI FL 33173 592398577 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 10 REGIONAL PROPERTIES INC 1 REGIONAL PROPERTIES INC 9040 SUNSET DRIVE MIAMI FL 33173 591260233 LEASES REAL PROPERTY TO TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12B, II THE PHINEAS CORPORATION 1 SUNRISE 2000 INC 9040 SUNSET DRIVE MIAMI FL 33173 650610836 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12A, I THE PHINEAS CORPORATION 1 SUNRISE CHILDREN'S SERVICES INC 9040 SUNSET DRIVE MIAMI FL 33173 590714818 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 7 THE PHINEAS CORPORATION 1 SUNRISE COMMUNITY FOUNDATION INC 9040 SUNSET DRIVE MIAMI FL 33173 650021846 CONDUCTS FUNDRAISING ON BEHALF OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12B, II THE PHINEAS CORPORATION 1 SUNRISE COMMUNITY OF ALABAMA INC 9040 SUNSET DRIVE MIAMI FL 33173 631113642 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES AL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 1 SUNRISE COMMUNITY OF GEORGIA INC 9040 SUNSET DRIVE MIAMI FL 33173 650583790 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES GA 501(C)(3) LINE 10 SUNRISE 2000 INC 1 SUNRISE COMMUNITY OF MARYLAND INC 9040 SUNSET DRIVE MIAMI FL 33173 521929587 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES MD 501(C)(3) LINE 10 SUNRISE 2000 INC 1 SUNRISE COMMUNITY OF NORTHEAST FLORIDA INC 9040 SUNSET DRIVE MIAMI FL 33173 237026771 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 7 SUNRISE COMMUNITY SERVICES INC 1 SUNRISE COMMUNITY OF PENNSYLVANIA INC 9040 SUNSET DRIVE MIAMI FL 33173 843003892 INACTIVE PA 501(C)(3) LINE 10 SUNRISE 2000 INC 1 SUNRISE COMMUNITY OF POLK COUNTY INC 9040 SUNSET DRIVE MIAMI FL 33173 650714062 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 10 SUNRISE 2000 INC 1 SUNRISE COMMUNITY OF SOUTH CAROLINA INC 9040 SUNSET DRIVE MIAMI FL 33173 822586665 INACTIVE SC 501(C)(3) LINE 10 SUNRISE 2000 INC 1 SUNRISE COMMUNITY OF SOUTHWEST FLORIDA INC 9040 SUNSET DRIVE MIAMI FL 33173 591796622 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 1 SUNRISE COMMUNITY OF TENNESSEE INC 9040 SUNSET DRIVE MIAMI FL 33173 621604765 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES TN 501(C)(3) LINE 10 SUNRISE 2000 INC 1 SUNRISE COMMUNITY OF VIRGINIA INC 9040 SUNSET DRIVE MIAMI FL 33173 521929588 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES VA 501(C)(3) LINE 10 SUNRISE 2000 INC 1 SUNRISE COMMUNITY PROMOTIONS INC 9040 SUNSET DRIVE MIAMI FL 33173 650662341 CONDUCTS FUNDRAISING ON BEHALF OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12B, II THE PHINEAS CORPORATION 1 SUNRISE COMMUNITY SERVICES INC 9040 SUNSET DRIVE MIAMI FL 33173 650662366 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12B, II SUNRISE 2000 INC 1 SUNRISE COMMUNITY INC 9040 SUNSET DRIVE MIAMI FL 33173 650118730 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 1 SUNRISE NORTHEAST OPPORTUNITIES INC 9040 SUNSET DRIVE MIAMI FL 33173 060737307 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES CT 501(C)(3) LINE 10 SUNRISE COMMUNITY SERVICES INC 1 SUNRISE NORTHEAST INC 9040 SUNSET DRIVE MIAMI FL 33173 061249974 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES CT 501(C)(3) LINE 10 THE PHINEAS CORPORATION 1 TECH OF COLLIER COUNTY INC 9040 SUNSET DRIVE MIAMI FL 33173 591564538 INACTIVE FL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 1 THE PHINEAS CORPORATION 9040 SUNSET DRIVE MIAMI FL 33173 650118726 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12B, II N/A 0 UNITED CEREBRAL PALSY OF SAVANNAH & THE GOLDEN ISLES INC 9040 SUNSET DRIVE MIAMI FL 33173 582355246 INACTIVE GA 501(C)(3) LINE 10 SUNRISE 2000 INC 1 UNITED CEREBRAL PALSY OF TAMPA BAY FOUNDATION INC 9040 SUNSET DRIVE MIAMI FL 33173 300216715 CONDUCTS FUNDRAISING ON BEHALF OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12A, I SUNRISE CHILDREN'S SERVICES INC 1 WORC HAVEN INC 9040 SUNSET DRIVE MIAMI FL 33173 592274454 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 10 SUNRISE COMMUNITY SERVICES INC 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 1