2015-01-30T07:54:32-06:00 2014-06-30 593070669 MOORE STEPHENS LOVELACE PA 701 BRICKELL AVENUE SUITE 550 MIAMI FL 33131 990 2013-07-01 061249974 SUNRISE NORTHEAST INC SUNR 3055969040 9040 SUNSET DRIVE MIAMI FL 33173 JAMES G WEEKS SECRETARY/TREASURER 3055969040 2015-01-30 1 LAWRENCE SCHIFF CPA P00479457 3058199555 2013 2016-04-25 22:37:26Z JAMES G WEEKS 9040 SUNSET DRIVE MIAMI FL 33173 17221988 0 X WWW.SUNRISEGROUP.ORG X 1988 CT 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. 3 2 487 17 0 0 7649 8151 16466012 17172031 4556 10753 0 30676 16478217 17221611 0 0 0 0 12293201 12863248 0 0 0 4367400 4469999 16660601 17333247 -182384 -111636 4676468 4603739 6387260 6218887 -1710792 -1615148 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 16443683 17202707 SUNRISE NORTHEAST, INC. HAS BEEN PROVIDING SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES IN CONNECTICUT SINCE 1989. THE ORGANIZATION CURRENTLY PROVIDES HOUSING AND RESIDENTIAL BASED SERVICES; SUPERVISION, TRAINING AND EDUCATIONAL PROGRAMS AS WELL AS NURSING SERVICES. SUNRISE NORTHEAST CURRENTLY SERVES OVER 50 INDIVIDUALS IN DAY TRAINING PROGRAMS AND MORE THAN 100 PEOPLE IN RESIDENTIAL PROGRAMS. 16443683 1 1 0 0 0 0 0 0 1 0 1 0 0 0 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 1 0 0 0 1 28 0 1 487 1 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 CT X JAMES G WEEKS 3055969040 9040 SUNSET DRIVE MIAMI FL 33173 DANIEL J O'CONNELL EDD DIRECTOR 1.00 5.00 X 0 0 0 STEVEN M WEINGER ESQ DIRECTOR 1.00 10.00 X 0 0 0 PAULINE A YOUNG EDD DIRECTOR 1.00 8.00 X 0 0 0 LESLIE W LEECH JR PRESIDENT 1.00 55.00 X 0 338429 28720 JAMES G WEEKS PHD SECRETARY/TREASURER 1.00 54.00 X 0 184431 34658 0 522860 63378 0 0 1 0 NEW ENGLAND HEALTH CARE 77 HUYSHOPE AVENUE 1ST FLOOR HARTFORD CT 06106 REHABILITATION 109481 1 8151 8151 PROGRAM SERVICE REVENUE 624310 15561116 15561116 OTHER PROGRAM SERVICE 624310 1557005 1557005 MEDICAID WAIVER REVENUE 624310 53910 53910 17172031 11130 377 10753 10753 10753 INSURANCE PROCEEDS 999999 30676 30676 30676 17221611 17202707 0 10753 11278516 10911607 366909 16064 15670 394 614012 598945 15067 954656 931231 23425 1003898 1003898 29946 29946 35642 35642 222135 200228 21907 12293 10473 1820 128311 63734 64577 1032264 975077 57187 456200 376612 79588 218855 217133 1722 404212 392954 11258 223868 211960 11908 FOOD & KITCHEN SUPPLIES 359338 358876 462 SMALL APPLIANCES & FURN 85902 81799 4103 CLEANING SUPPLIES AND S 63505 63052 453 ADMINISTRATIVE ALLOCATI 62124 923374 -861250 131506 110958 20548 17333247 16443683 889564 0 25274 32941 1074727 1171956 58480 85086 6502888 3256397 3447007 3246491 56442 52727 14538 14538 4676468 4603739 1451031 1489763 587691 579540 3547127 3411515 801411 738069 6387260 6218887 X -1710792 -1615148 -1710792 -1615148 4676468 4603739 X -111636 207280 X X 0 1 X 1 0 X 1711 2262 7649 8151 19773 13433084 16664360 16604118 16466012 17172031 80339605 13433084 16666071 16606380 16473661 17180182 80359378 0 0 0 80359378 179 193 208 580 179 193 208 580 30676 30676 13433263 16666264 16606380 16473869 17210858 80390634 0.99960 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 122825 12651 110174 0 5075861 2237569 2838292 1423165 1017448 405717 3862 1380 2482 3246491 CAPITAL LEASES 380334 DUE TO/FROM INTERMEDIARIES 357735 738069 17221611 0 17221611 0 17221611 17333247 0 17333247 0 17333247 PART IV, LINE 2B: THE ORGANIZATION IS A TRUSTEE FOR CLIENT FUNDS WHICH ARE EXPENDED ON BEHALF OF THE CLIENT FOR PERSONAL ITEMS. THE AMOUNT OF CLIENT FUNDS HELD AND THE OFFSETTING LIABILITY AT JUNE 30, 2014 AND 2013, AMOUNTED TO APPROXIMATELY $110,000 AND $123,000, RESPECTIVELY. THESE AMOUNTS HAVE NOT BEEN REFLECTED IN FORM 990, PART X. 0 0 0 0 0 0 0 0 0 LESLIE W LEECH JR PRESIDENT 0 337500 0 0 0 929 0 22500 0 6220 0 367149 0 0 JAMES G WEEKS PHD SECRETARY/TREASURER 0 181731 0 0 0 2700 0 21808 0 12850 0 219089 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 11 THE FINANCE COMMITTEE CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 BEFORE IT IS FILED. A COPY OF THE RETURN, AS ULTIMATELY FILED, IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. 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 PARTIES 207,280. 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 RELATED PARTIES: THE SUNRISE GROUPS 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 TO/FROM 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, 2014 AND 2013, THE ORGANIZATION HAD NET ASSET TRANSFERS FROM RELATED ORGANIZATIONS AMOUNTING TO $207,280 AND $42,620, RESPECTIVELY. CAPE CORAL HOME INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650796731 DEVELOPMENT OF HOUSING PROJECTS. FL 501(C)(3) LINE 9 THE PHINEAS CORPORATION 0 LOG CABIN ENTERPRISES INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 592398577 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 9 NONE 0 REGIONAL PROPERTIES INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 591260233 LEASES REAL PROPERTY TO TAX-EXEMPT AFFILIATES. FL 501(C)(3) LINE 11B, II THE PHINEAS CORPORATION 0 RESOURCES FOR INDEPENDENCE 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 631113642 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. AL 501(C)(3) LINE 9 THE PHINEAS CORPORATION 0 RESOURCES FOR INDEPENDENCE OF VIRGINIA INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 521929588 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. VA 501(C)(3) LINE 9 SUNRISE 2000 INC 1 SUNRISE 2000 INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650610836 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES. FL 501(C)(3) LINE 11A, I THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY FOUNDATION INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650021846 CONDUCTS FUNDRAISING ON BEHALF OF TAX-EXEMPT AFFILIATES. FL 501(C)(3) LINE 11B, II THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY OF GEORGIA INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650583790 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. GA 501(C)(3) LINE 9 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF MARYLAND INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 521929587 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. MD 501(C)(3) LINE 9 SUNRISE 2000 INC 1 SUNRISE COMMUNITY OF NEW MEXICO INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 742795030 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. NM 501(C)(3) LINE 9 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF NORTH CAROLINA INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 621604764 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. NC 501(C)(3) LINE 9 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF POLK COUNTY INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650714062 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 9 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF SOUTHWEST FLORIDA INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650583793 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 9 THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY OF TENNESSEE INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 621604765 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. TN 501(C)(3) LINE 9 SUNRISE 2000 INC 0 SUNRISE COMMUNITY PROMOTIONS INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650662341 SPONSORS FUNDRAISING EVENTS FOR THE BENEFIT AND SUPPORT OF AFFILIATES. FL 501(C)(3) LINE 11B, II THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY SERVICES INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650662366 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES. FL 501(C)(3) LINE 11A, I SUNRISE 2000 INC 0 SUNRISE COMMUNITY INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650118730 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 9 THE PHINEAS CORPORATION 0 SUNRISE OPPORTUNITIES INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650118734 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 9 THE PHINEAS CORPORATION 0 SUNRISE UNITED CEREBRAL PALSY OF EAST TENNESSEE INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650794479 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. TN 501(C)(3) LINE 9 SUNRISE 2000 INC 0 TECH OF COLLIER COUNTY INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 591564538 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 9 SUNRISE COMMUNITY SERVICES INC 0 THE HAVEN CENTER INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 590668484 HOLDS TITLE TO REAL PROPERTY. FL 501(C)(3) LINE 11B, II REGIONAL PROPERTIES INC 0 THE PHINEAS CORPORATION 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650118726 HOLDING COMPANY. FL 501(C)(3) LINE 11A, I NONE 0 UNITED CEREBRAL PALSY ASSOCIATION OF GREATER HARTFORD INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 060737307 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. CT 501(C)(3) LINE 9 SUNRISE COMMUNITY SERVICES INC 1 UNITED CEREBRAL PALSY OF KENTUCKY INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 651066623 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. KY 501(C)(3) LINE 9 SUNRISE 2000 INC 0 UNITED CEREBRAL PALSY OF SOUTHWEST FLORIDA INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 591796622 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 9 THE PHINEAS CORPORATION 0 UNITED CEREBRAL PALSY OF SAVANNAH & THE GOLDEN ISLE INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 582355246 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. GA 501(C)(3) LINE 9 SUNRISE 2000 INC 0 UNITED CEREBRAL PALSY OF TALLAHASSEE INC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 650493697 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 9 THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY OF INDIANAINC 9040 SUNSET DRIVE SUITE 70-B MIAMI FL 33173 364674944 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. IN 501(C)(3) LINE 9 SUNRISE 2000 INC 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1