2019-11-11T13:48:22-06:00 2018-12-31 341827159 GILMORE JASION MAHLER LTD 1715 INDIAN WOOD CIRCLE STE 100 MAUMEE OH 43537 990 2018-01-01 344441627 SUNSHINE INC RESIDENTIAL & SUPPORT SERVICES SUNS 4198650251 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 JASON ABODEELY PRESIDENT & CEO 4198650251 2019-11-11 1 HEIDI FERGUSON P00410007 4197942000 2019-11-11 70.61.47.2 2019-11-11 13:42:21 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0894DEE95462A49BCE21A58B781C07A82D502D8C 2018 2020-03-31 21:24:44Z JASON ABODEELY 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 23764470 0 X WWW.SUNSHINE.ORG X 1949 OH SEE SCHEDULE O. 8 7 1058 8 187867 55148 2126244 1345300 20652212 20832445 3872 201057 1219689 1255345 24002017 23634147 1205 0 0 0 15881879 16725655 0 0 0 7212679 7594841 23095763 24320496 906254 -686349 15899489 17470317 9401490 11658667 6497999 5811650 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 20601521 21841424 DURING 2018, SUNSHINE INC. RESIDENTIAL & SUPPORT SERVICES (SIRSS) ACHIEVED THE FOLLOWING:- COMPLETED A MED GAS PROJECT IN SUNSHINE'S BASE FACILITY. THIS CREATED 12 WALL UNITS FOR OXYGEN AND SUCTION BOTH IN THE LIVING AND BEDROOM AREAS, THUS ALLOWING INDIVIDUALS MORE ROOM FOR MOVEMENT WITHIN THEIR HOME AND LESS EQUIPMENT THAT NEEDED TO BE MOVED, AS THEY MOVED ABOUT. - BEGAN PROVIDING RESIDENTIAL SERVICES IN WOOD COUNTY, INCLUDING SUPPORTED LIVING AND DROP-IN SERVICES. SIRSS IS ALSO IN THE PROCESS OF BUILDING A NEW 6 BED INTERMEDIATE CARE FACILITY (ICF) IN WALBRIDGE, OHIO, ONCE AGAIN EXPANDING OUR SERVICES TO WOOD COUNTY. CONTINUED ON SCHEDULE O- WORKED TO MEET THE CHANGING NEEDS OF THE INDIVIDUALS WE SUPPORT, SOME OF WHOM EXPERIENCED SIGNIFICANT CHANGES IN HEALTH & COGNITION, AS WELL AS, OTHERS WHO MOVED INTO NEW HOMES IN THE COMMUNITY. AS A RESULT, SIRSS HAD NEARLY 100 INDIVIDUALS MOVE WITHIN OUR COMMUNITY IN 2018. THESE MOVES RESULTED FROM OPENING NEW HOMES, ADMISSIONS, DISCHARGES AND RESPITE & REHAB STAYS. - INCREASED ITS VOLUNTEER PRESENCE IN RESIDENTIAL SITES. WE USED VOLUNTEERS ON VARIOUS PROJECTS, INCLUDING HOME MAINTENANCE AND YARD UPKEEP, AS WELL AS, 1:1 OR SMALL GROUP ACTIVITIES TO INCREASE ENGAGEMENT AND SHARE ACTIVITIES THAT INDIVIDUALS ENJOY. - BEGAN DEVELOPING RELATIONSHIPS WITH BOTH THE LITTLE FLOWER AND ST. JEROME PARISHES. THESE RELATIONSHIPS HAVE, NOT ONLY, GENERATED VOLUNTEERS FOR INDIVIDUALS LIVING IN THESE COMMUNITIES, BUT ALSO LASTING FRIENDSHIPS AMONG SUNSHINE AND THOSE WE SUPPORT. 20601521 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 56 0 1058 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X DONNA HENSON CHIEF FINANCIAL OFFICER 4197941371 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 LESSIE L COCHRAN PHD TRUSTEE 0.40 X 0 0 0 ELLEN U WILLIAMS PHD TRUSTEE 0.40 0.40 X 0 0 0 DOUGLAS J SCHMUCKER CHAIR 0.40 0.40 X X 0 0 0 DIANE FRAZEE SECRETARY 0.40 X X 0 0 0 TERRY TEUFEL TREASURER 0.40 X X 0 0 0 RICHARD BLAWAT TRUSTEE 0.40 X 0 0 0 BERNARD W HARRIS TRUSTEE 0.40 X 0 0 0 MARY MANCINI TRUSTEE 0.40 X 0 0 0 JASON ABODEELY PRESIDENT & CEO 10.00 30.00 X 33538 100614 9330 DONNA HENSON CHIEF FINANCIAL OFFICER 24.00 16.00 X 54280 36187 2974 DEBORAH RASSMUSSON CHIEF PROGRAM OFFICER 28.00 12.00 X 70491 30210 10893 158309 167011 23197 0 0 0 0 MILLER DIVERSIFIED CONSTRUCTION 3410 BRIARFIELD BLVD A MAUMEE OH 43537 CONSTRUCTION 923360 OHIO DEPARTMENT OF DEVELOPMENTAL DISABIL 30 E BROAD ST COLUMBUS OH 43215 CONSTRUCTION 651153 GEM INC 6842 COMMODORE DR WALBRIDGE OH 43465 CONSTRUCTION 209621 EARL MECHANICAL SERVICES INC 12288 CO RD M WAUSEON OH 43567 HVAC/MECHANICAL/PLUMBING 131566 BROOKSIDE CONSTRUCTION CO INC 360 TOMAHAWK DR MAUMEE OH 43537 CONSTRUCTION 118742 6 1345300 107987 1345300 SERVICE FEES 623990 20577421 20577421 RENTAL REVENUE 531120 255024 255024 20832445 49800 39349 10451 10451 10451 292031 90974 201057 201057 201057 MANAGEMENT FEE 541610 909034 796034 113000 CONSULTING FEE 541610 277361 212945 64416 58499 58499 1244894 23634147 21841424 187867 259556 236923 236923 13436687 11355176 2081511 117481 101290 16191 1688058 1430166 257892 1246506 1083180 163326 27357 27357 1882469 1834823 47646 50545 50545 1508397 1267304 241093 223720 178976 44744 442820 354256 88564 606549 485239 121310 83460 66768 16692 1245348 996278 249070 278846 223077 55769 UBIT TAX 8800 7040 1760 GOV MANDATED ASSESSMENT 651153 651153 FOOD 298029 298029 MEDICAL EQUIPMENT RENT 165326 165326 122022 103440 18582 24320496 20601521 3718975 0 763496 630407 2339820 2831110 236463 246715 32350086 19078176 12102929 13271910 252946 278659 633 562 203202 210954 15899489 17470317 2196257 2700806 18077 19159 133958 144078 1053340 2569882 5999858 6224742 9401490 11658667 X 5672575 5044273 825424 767377 6497999 5811650 15899489 17470317 -686349 0 X X 0 1 X 1 0 X 487192 313239 1675752 2126244 1345300 5947727 21549235 21098249 21285317 20652212 20832445 105417458 22036427 21411488 22961069 22778456 22177745 111365185 0 0 0 111365185 4200 4200 4200 12600 28371 75333 61395 32042 43567 240708 32571 79533 65595 32042 43567 253308 831332 882798 940390 1000088 1067478 4722086 22900330 22373819 23967054 23810586 23288790 116340579 0.95720 0.95950 0.00220 0.00210 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MANAGEMENT CONSULTING FEES SWIM LESSONS AND OTHER MISCELLANEOUS INCOME - 2014 AMOUNT: $ 831,332. 2015 AMOUNT: $ 882,798. 2016 AMOUNT: $ 940,390. 2017 AMOUNT: $ 1,000,088. 2018 AMOUNT: $ 1,067,478. 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 29206681 16396063 12810618 3143405 2682113 461292 13271910 RELATED PARTY NOTES PAYABLE 6186575 P/R WITHHOLDINGS 38167 6224742 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. X 2 107987 AUDITED VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. 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 220 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 N/A 0 SUNSHINE COMMUNITIES 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 261399471 SERVICES FOR SUNSHINE INC. RESIDENTIAL AND VOCATIONAL. OH 501(C)(3) LINE 10 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 12A, I N/A 0 SUNSHINE INC HOUSING CORPORATION 7223 MAUMEE-WESTERN ROAD MAUMEE OH 43537 473244612 DEVELOPING HOUSING FOR THOSE WITH DEV DISABILITIES OH 501(C)(3) LINE 10 N/A 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