2017-05-12T10:33:00-05:00 2016-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2016-01-01 237010671 SUNSET MANOR INC SUNS 6164572770 725 BALDWIN JENISON MI 49428 STEVE BOSSENBROEK CFO 6164572770 2017-05-10 1 CAROL LALONDE CPA P00181637 2695674500 2017-05-01 2016 2022-09-23 18:48:47Z BROOKCREST SUNSET ASSOCIATION SUNSET HOME SERVICES WATERFORD PLACE SUNSET RETIREMENT COMMUNITIES & SERVICES ROSE GARDEN STEVE ZUIDERVEEN 725 BALDWIN JENISON MI 49428 34640517 0 X WWW.SUNSETCOMMUNITIES.ORG X 1968 MI PROVIDE QUALITY HOUSING AND SERVICES FOR SENIORS IN THE GREATER GRAND RAPIDS AREA THROUGH THE OPERATION OF A RETIREMENT COMMUNITY, A SKILLED NURSING FACILITY AND HOME HEALTH SERVICES. 13 13 1059 349 0 0 57822 61421 29101632 32798702 831594 1686197 98598 94197 30089646 34640517 0 0 0 0 15982145 17532338 1764 3241 215760 13775058 16777296 29758967 34312875 330679 327642 87136644 87087072 75500445 74595276 11636199 12491796 SUNSET ASSOCIATION PROVIDES QUALITY SERVICES FOR SENIOR ADULTS IN THE GREATER GRAND RAPIDS METROPOLITAN AREA, IN A SPIRIT OF CHRISTIAN LOVE. 0 0 13331763 18137602 PROVIDE QUALITY ASSISTED LIVING AND INDEPENDENT LIVING HOUSING AND SERVICES INCLUDING TRANSPORTATION, SOCIAL SERVICES, MEALS AT HOME,TO 793 SENIORS. 12280205 12808231 SKILLED NURSING CARE FOR 805 PERSONS WITH PHYSICAL AND DEMENTIA NEEDS REQUIRING 24 HOUR LICENSED NURSING CARE BOTH LONG TERM AND SHORT TERM REHABILITATION. 1288872 1852869 PROVIDE SHORT TERM HOME HEALTH SERVICES INCLUDING NURSING, PHYSICAL THERAPY, AND PRIVATE DUTY TO 842 SENIORS. 26900840 1 1 0 1 0 0 0 0 0 1 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 0 0 0 1 56 0 1 1059 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 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 DOUG HAVEMAN PRESIDENT 1.00 0.00 X X 0 0 0 MITCH DYKSTRA SECRETARY 1.00 0.00 X X 0 0 0 GARY KAPTEIN TREASURER 1.00 0.00 X X 0 0 0 DAVE ZONDERVAN VICE PRESIDENT 1.00 0.00 X X 0 0 0 NANCY VERKAIK DIRECTOR 1.00 0.00 X 0 0 0 JUDY BAKER DIRECTOR 1.00 0.00 X 0 0 0 JIM DEVRIES DIRECTOR 1.00 0.10 X 0 0 0 DEB DETERS DIRECTOR 1.00 0.00 X 0 0 0 DARYLE KUIPER DIRECTOR 1.00 0.00 X 0 0 0 KEN KOPPENOL DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM BYKER DIRECTOR 1.00 0.10 X 0 0 0 ROGER VANDERHEIDE DIRECTOR 1.00 0.00 X 0 0 0 RICK WIERINGA DIRECTOR 1.00 0.00 X 0 0 0 DENNIS BUSH DIRECTOR - PARTIAL YEAR 1.00 0.00 X 0 0 0 JOHN BAATENBURG DIRECTOR - PARTIAL YEAR 1.00 0.10 X 0 0 0 GARY POPMA DIRECTOR - PARTIAL YEAR 1.00 0.00 X 0 0 0 STEVE ZUIDERVEEN CEO 40.00 0.10 X 218460 0 47266 STEVEN BOSSENBROEK CFO 40.00 0.10 X 140458 0 26357 CHRISTINA MATZKE COO 40.00 0.00 X 140252 0 34623 DANIEL GOWDY DIRECTOR OF DEVELOPMENT 40.00 0.00 X 118379 0 14109 BENJAMIN LEAVELL ADMINISTRATOR 40.00 0.00 X 108114 0 16827 SUE HAMM EXECUTIVE DIRECTOR 40.00 0.00 X 103867 0 21207 829530 0 160389 6 0 1 0 WORKSIGHTED 275 HOOVER BLVD HOLLAND MI 49423 IT SUPPORT 250895 1 61421 61421 RESIDENTIAL CARE 623000 30914358 30914358 ADVANCED FEE REVENUE 623000 968200 968200 OTHER RESIDENT SERVICES 623000 499556 499556 PROCESSING FEE REVENUE 623000 279247 279247 MEALS REVENUE 722210 137341 137341 32798702 1213043 1213043 94197 0 94197 94197 94197 473154 0 473154 473154 473154 34640517 32798702 0 1780394 432541 432541 13968848 11677006 2291842 451702 440384 11318 1435167 401273 1022390 11504 1244080 1055182 188898 43649 43649 82900 82900 3241 3241 162963 162963 714378 125832 588546 250846 69286 213 181347 2654747 1646227 1008520 1361212 1232563 128649 147147 56233 90914 121377 14196 107181 1852205 1799317 52888 3168005 2534884 613453 19668 379707 189200 190507 MEALS 2357039 2357039 SUPPLIES 1228457 1212553 15904 QAAP TAX 888697 888697 EQUIPMENT RENTAL & MAIN 780110 724260 55850 583857 476708 107149 34312875 26900840 7196275 215760 2690287 494233 2046290 3365742 149822 41584 158534 215846 95738105 40219571 56990468 55518534 24493146 26855431 395877 354890 212220 240812 87136644 87087072 2665015 2244669 5206750 5683873 48799066 48240345 18829614 18426389 75500445 74595276 X 11636199 12491796 11636199 12491796 87136644 87087072 X 327642 524718 3237 X X 0 1 X 1 0 X 348646 393947 49475 57822 61421 911311 24184726 26484392 28090291 29101632 32952206 140813247 24533372 26878339 28139766 29159454 33013627 141724558 55453 55453 0 55453 55453 141669105 220346 350687 550705 922330 1307240 3351308 220346 350687 550705 922330 1307240 3351308 24753718 27229026 28690471 30081784 34320867 145075866 0.97650 0.98260 0.02310 0.01660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1843 1843 0 PART II-B, LINE 1: LEADING AGE MICHIGAN, AN INDUSTRY GROUP 4797570 404392 85000 340019 41251 4735692 4982545 56593 11277 208734 44111 4797570 4770517 48815 347081 133068 50800 4982545 3879995 382083 686960 126950 51571 4770517 3278393 344307 406933 95929 53709 3879995 1.00000 0 0 5531920 5531920 62866552 21287894 41578658 9489665 7060541 2429124 14071626 9073630 4997996 3778342 2797506 980836 55518534 CHARITABLE GIFT ANNUITIES 146309 INTEREST RATE SWAP LIABILITY 3132398 REFUNDABLE ENTRANCE FEES AND DEPOSITS 15147682 18426389 X PART V, LINE 4: PROVIDE BENEVOLENCE FOR RESIDENTS WHO HAVE OUTLIVED THEIR FUNDS. PROVIDE FUNDS FOR SPECIFIC CAPITAL PROJECTS AS DETERMINED BY THE BOARD OF DIRECTORS OR AS DESIGNATED BY DONORS. 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, 2016, 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 0 0 0 0 0 0 0 0 0 STEVE ZUIDERVEEN CEO 218460 0 0 0 0 0 33000 0 14266 0 265726 0 0 0 STEVEN BOSSENBROEK CFO 140458 0 0 0 0 0 20916 0 5441 0 166815 0 0 0 CHRISTINA MATZKE COO 140252 0 0 0 0 0 21150 0 13473 0 174875 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 2016. 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 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. 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 2016. 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 3,237. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. 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 0 0 0