2019-06-24T14:44:08-05:00 2018-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2018-01-01 237010671 SUNSET MANOR INC SUNS 6164572770 725 BALDWIN JENISON MI 49428 STEVE BOSSENBROEK CFO 6164572770 2019-06-09 1 CAROL LALONDE CPA P00181637 2695674500 2019-06-09 23.122.254.12 2019-06-09 14:10:02 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 58F74DC53CB874483B207ADF23CD6921384352E9 2018 2019-02-21 02:37:17Z BROOKCREST SUNSET ASSOCIATION SUNSET HOME SERVICES WATERFORD PLACE SUNSET RETIREMENT COMMUNITIES & SERVICES ROSE GARDEN STEVE ZUIDERVEEN 725 BALDWIN JENISON MI 49428 48052341 0 X WWW.SUNSETCOMMUNITIES.ORG X 1968 MI PROVIDE QUALITY HOUSING AND SERVICES FOR SENIORS IN KENT AND OTTAWA COUNTIES THROUGH THE OPERATION OF A RETIREMENT COMMUNITY, A SKILLED NURSING FACILITY AND HOME HEALTH SERVICES. 12 12 1007 291 0 0 164522 448411 34090626 28682353 1648601 3591296 92560 0 35996309 32722060 4995097 0 0 0 18045572 14761540 3807 0 0 18571669 16772583 41616145 31534123 -5619836 1187937 82508943 79417169 72054077 70614042 10454866 8803127 X SUNSET ASSOCIATION PROVIDES QUALITY SERVICES FOR SENIOR ADULTS IN THE GREATER GRAND RAPIDS METROPOLITAN AREA, IN A SPIRIT OF CHRISTIAN LOVE. 0 1 14469746 17462687 PROVIDE QUALITY ASSISTED LIVING AND INDEPENDENT LIVING HOUSING AND SERVICES INCLUDING TRANSPORTATION, SOCIAL SERVICES, MEALS AT HOME, TO 880 SENIORS. 9501453 9851894 SKILLED NURSING CARE FOR 355 PERSONS WITH PHYSICAL AND DEMENTIA NEEDS REQUIRING 24 HOUR LICENSED NURSING CARE BOTH LONG TERM AND SHORT TERM REHABILITATION. 1577759 1367772 PROVIDE SHORT TERM HOME HEALTH SERVICES INCLUDING NURSING, PHYSICAL THERAPY, AND PRIVATE DUTY TO 497 SENIORS. 25548958 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 48 0 1 1007 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 1 0 MI X STEVE BOSSENBROEK 6164572770 725 BALDWIN JENISON MI 49428 ROGER VANDERHEIDE CHAIRMAN 1.00 0.00 X X 0 0 0 RICK WIERINGA VICE CHAIRMAN 1.00 0.10 X X 0 0 0 JIM DEVRIES SECRETARY 1.00 0.00 X X 0 0 0 DOUG HAVEMAN CHAIRMAN - PART YEAR 1.00 0.00 X X 0 0 0 JUDY BAKER DIRECTOR 1.00 0.00 X 0 0 0 PAUL BAKKER DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM BYKER DIRECTOR 1.00 0.10 X 0 0 0 MITCH DYKSTRA DIRECTOR 1.00 0.00 X 0 0 0 GRACE KREULEN DIRECTOR 1.00 0.00 X 0 0 0 DARYLE KUIPER DIRECTOR 1.00 0.00 X 0 0 0 DANIEL LAMORE DIRECTOR 1.00 0.00 X 0 0 0 DAVID LAWRENCE DIRECTOR 1.00 0.00 X 0 0 0 NANCY VERKAIK DIRECTOR 1.00 0.00 X 0 0 0 DEB DETERS DIRECTOR - PART YEAR 1.00 0.00 X 0 0 0 GARY KAPTEIN DIRECTOR - PART YEAR 1.00 0.00 X 0 0 0 KEN KOPPENOL DIRECTOR - PART YEAR 1.00 0.00 X 0 0 0 STEVE ZUIDERVEEN CEO 40.00 0.10 X 258570 0 27892 STEVE BOSSENBROEK CFO 40.00 0.10 X 170049 0 13113 CHRISTINA MATZKE COO 40.00 0.00 X 170292 0 23891 DANIEL GOWDY DIRECTOR OF DEVELOPMENT 40.00 0.00 X 140472 0 21991 MELISSA OHM DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 115114 0 26557 SUE HAMM EXECUTIVE DIRECTOR 40.00 0.00 X 112446 0 23735 BEN LEAVELL EXECUTIVE DIRECTOR 40.00 0.00 X 111982 0 20982 1078925 0 158161 7 0 1 0 WORKSIGHTED 275 HOOVER BLVD HOLLAND MI 49423 IT SUPPORT 310207 GREATAMERICA FINANCIAL SERVICES PO BOX 660831 DALLAS TX 752660831 PRINTERS/COPIERS 133359 POINTCLICKCARE TECHNOLOGIES 5570 EXPLORER DRIVE MISSISSAUGA ONTARIO CA L4W 0C4 CLOUD BASED EMR SOFTWARE 119283 SENIORTV 975 E TALLMEDGE AVENUE AKRON OH 44310 MEDIA SERVICE 101689 4 370568 77843 448411 RESIDENTIAL CARE 623000 26396575 26396575 ADVANCED FEE REVENUE 623000 1279211 1279211 OTHER RESIDENT SERVICES 623000 710612 710612 PROCESSING FEE REVENUE 623000 201000 201000 MEALS REVENUE 722210 94955 94955 28682353 2461470 2461470 16460107 15330281 1129826 1129826 1129826 32722060 28682353 0 3591296 469624 469624 11061616 8423203 2638413 436341 345813 90528 1734291 765883 968408 1059668 950753 108915 137746 83216 54530 162441 83216 79225 160297 160297 763706 451705 312001 302339 220731 81608 2487273 2305040 182233 1186918 1074326 112592 97466 48700 48766 156290 69142 87148 2064283 1998706 65577 3200924 3163362 37562 415419 191318 224101 MEALS 1956183 1956183 QAAP TAX 1169963 1169963 EQUIPMENT RENTAL & MAIN 1077031 1025502 51529 SUPPLIES 869941 782275 87666 564363 439921 124442 31534123 25548958 5985165 0 1687723 1361889 0 258656 2931250 1897050 37279 35487 190006 236700 100494149 46524744 53337467 53969405 23587319 20785537 322100 322100 415799 550345 82508943 79417169 2290032 2606449 5626342 5755660 46833644 45375880 0 1553868 17304059 15322185 72054077 70614042 X 10454866 8803127 10454866 8803127 82508943 79417169 X 1187937 -4180794 1341118 X X 0 1 X 1 0 X 49745 57822 61421 164522 448411 781921 28090291 29101632 32798702 34090626 28682353 152763604 28140036 29159454 32860123 34255148 29130764 153545525 0 0 0 153545525 550705 922330 1307240 787428 2461470 6029173 550705 922330 1307240 787428 2461470 6029173 28690741 30081784 34167363 35042576 31592234 159574698 0.96220 0.97480 0.03780 0.02520 X 5531920 5531920 62897782 24755205 38142577 11955502 8115806 3839696 16262662 10477684 5784978 3846283 3176049 670234 53969405 CHARITABLE GIFT ANNUITIES 48740 INTEREST RATE SWAP LIABILITY 1552897 REFUNDABLE ENTRANCE FEES AND DEPOSITS 13720548 15322185 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, 2018, 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 STEVE ZUIDERVEEN CEO 258570 0 0 0 0 0 13086 0 14806 0 286462 0 0 0 STEVE BOSSENBROEK CFO 170049 0 0 0 0 0 7752 0 5361 0 183162 0 0 0 CHRISTINA MATZKE COO 170292 0 0 0 0 0 7803 0 16088 0 194183 0 0 0 DANIEL GOWDY DIRECTOR OF DEVELOPMENT 140472 0 0 0 0 0 6557 0 15434 0 162463 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 2018. A THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN 386005370 NONEAVAIL 2016-06-30 31768721 REFUND 2014 BONDS TO MORE FAVORABLE TERMS 0 1 0 B MICHIGAN STRATEGIC FUND BONDS 386005370 NONEAVAIL 2014-05-29 19275000 FUND THE COST OF WATERFORD PHASE II 0 1 0 A 31768721 31768721 2016 1 0 1 1 B 19275000 371194 18903806 2015 0 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 A 0 B 0 FORM 990, PART I, ITEM C DBA: BROOKCREST, SUNSET ASSOCIATION, SUNSET HOME SERVICES, WATERFORD PLACE SUNSET RETIREMENT COMMUNITIES & SERVICES, ROSE GARDEN. DBA: WATERFORD REHAB CENTER, SUNSET MANOR & VILLAGES BROOKCREST CHRISTIAN NURSING HOME, WATERFORD MEMORY CARE. DBA: WATERFORD ASSISTED LIVING, WATERFORD INDEPENDENT LIVING WATERFORD REHABILITATION CENTER. FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED CONDUCTING SHORT TERM REHABILITATION SERVICES AT ONE OF ITS LOCATIONS AND THE IN HOME THERAPY SERVICES WERE SOLD DURING THE 2018 CALENDAR YEAR. 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 FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. 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 2018. 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 1,127,171. RESULTS FROM DISCONTINUED OPERATIONS 213,947. 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 1 0 0 0 0 1 0 0 SUNSET LEGACY FOUNDATION C 370568 ACTUAL SUNSET LEGACY FOUNDATION Q 75804 ACTUAL