2015-06-02T22:38:02-05:00 2014-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2014-01-01 237010671 SUNSET MANOR INC SUNS 6164572770 725 BALDWIN JENISON MI 49428 STEVE BOSSENBROEK CFO 6164572770 2015-06-01 1 CAROL LALONDE CPA P00181637 2695674500 2014 2016-02-25 16:41:14Z BROOKCREST SUNSET ASSOCIATION SUNSET HOME SERVICES WATERFORD PLACE SUNSET RETIREMENT COMMUNITIES & SERVICES ROSE GARDEN STEVE BOSSENBROEK 725 BALDWIN JENISON MI 49428 29742890 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 13 839 320 0 0 393947 49745 26484392 28090291 585503 1507838 60865 95016 27524707 29742890 0 0 0 0 13804007 14694364 9032 5614 182532 12354386 13367580 26167425 28067558 1357282 1675332 69301021 78778202 56282575 66253931 13018446 12524271 SUNSET ASSOCIATION PROVIDES QUALITY SERVICES FOR SENIOR ADULTS IN THE GREATER GRAND RAPIDS METROPOLITAN AREA, IN A SPIRIT OF CHRISTIAN LOVE. 0 0 11222745 15653470 PROVIDE QUALITY ASSISTED LIVING AND INDEPENDENT LIVING HOUSING AND SERVICES INCLUDING TRANSPORTATION, SOCIAL SERVICES, MEALS AT HOME,TO 591 SENIORS. 10757447 11004773 SKILLED NURSING CARE FOR 493 PERSONS WITH PHYSICAL AND DEMENTIA NEEDS REQUIRING 24 HOUR LICENSED NURSING CARE BOTH LONG TERM AND SHORT TERM REHABILITATION. 1417349 1432048 PROVIDE SHORT TERM HOME HEALTH SERVICES INCLUDING NURSING, PHYSICAL THERAPY, AND PRIVATE DUTY TO 623 SENIORS. 23397541 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 49 0 1 839 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 1 0 MI X STEVE BOSSENBROEK 6164572770 725 BALDWIN JENISON MI 49428 DOUG HAVEMAN PRESIDENT 1.00 0.10 X X 0 0 0 MITCH DYKSTRA SECRETARY 1.00 0.10 X X 0 0 0 GARY KAPTEIN TREASURER 1.00 0.10 X X 0 0 0 DENNIS BUSH VICAR 1.00 0.10 X X 0 0 0 DAVE ZONDERVAN VICE PRESIDENT 1.00 0.10 X X 0 0 0 NANCY VERKAIK DIRECTOR 1.00 0.10 X 0 0 0 JUDY BAKER DIRECTOR 1.00 0.10 X 0 0 0 JIM DEVRIES DIRECTOR 1.00 0.10 X 0 0 0 JOHN BAATENBURG DIRECTOR 1.00 0.10 X 0 0 0 DEB DETERS DIRECTOR 1.00 0.10 X 0 0 0 DARYLE KUIPER DIRECTOR 1.00 0.10 X 0 0 0 KEN KOPPENOL DIRECTOR 1.00 0.10 X 0 0 0 GARY POPMA DIRECTOR 1.00 0.10 X 0 0 0 CAL MATTHYSSE DIRECTOR - PART YEAR 1.00 0.10 X 0 0 0 STEVE ZUIDERVEEN CFO 40.00 0.10 X 109334 0 26453 CHAD TUTTLE FORMER CEO 40.00 0.10 X 157019 0 21611 266353 0 48064 2 0 1 0 PROGRESSIVE AE 1811 4 MILE ROAD NE GRAND RAPIDS MI 49525 ENGINEERING DESIGN 466715 MEDLINE INDUSTRIES INC 6505 COGSWELL ST 100 ROMULUS MI 48174 MEDICAL SUPPLIES 160199 PLANTE MORAN 27400 NORTHWESTERN HIGHWAY SOUTHFIELD MI 48034 ACCOUNTING FIRM 103300 3 49745 49745 RESIDENTIAL CARE 623000 25933157 25933157 ADVANCED FEE REVENUE 623000 1192534 1192534 OTHER RESIDENT SERVICES 623000 614916 614916 PROCESSING FEE REVENUE 623000 226500 226500 MEALS REVENUE 722210 123184 123184 28090291 455689 455689 95016 0 95016 95016 95016 1051684 465 0 0 1051684 465 1052149 1052149 29742890 28090291 0 1602854 314427 314427 11917816 11121072 780292 16452 359260 359260 1165449 417696 741388 6365 937412 802808 132455 2149 14977 14977 62300 12468 49832 5614 5614 25606 25606 689943 95491 594452 166277 30264 47459 88554 828386 102389 686111 39886 1378455 1228972 149483 106481 43760 61394 1327 723848 675931 47917 1633787 1582987 50800 2566898 2046648 504770 15480 178430 22449 155981 MEALS 2085249 2085249 SUPPLIES 901739 901476 263 QAAP TAX 886109 886109 EQUIPMENT RENTAL & MAIN 741014 663979 77035 378081 318533 52843 6705 28067558 23397541 4487485 182532 4863342 2813301 67356 1457323 1692150 142262 158565 126531 161966 84314001 34298997 43871026 50015004 17349288 22685950 633605 510642 790288 740624 69301021 78778202 1655670 4071852 4251653 4738566 34130000 39502932 16245252 17940581 56282575 66253931 X 13018446 12524271 13018446 12524271 69301021 78778202 X 1675332 -356990 -1812517 X X 0 1 X 1 0 X 356355 356990 348646 393947 49475 1505413 23591119 23797887 24184726 26484392 28090291 126148415 23947474 24154877 24533372 26878339 28139766 127653828 143800 50287 55453 249540 915498 915498 143800 50287 55453 915498 1165038 126488790 208250 196610 220346 350687 550705 1526598 208250 196610 220346 350687 550705 1526598 24155724 24351487 24753718 27229026 28690471 129180426 0.97920 0.98860 0.01180 0.00940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 101 101 0 PART II-B, LINE 1: LEADING AGE MICHIGAN, AN INDUSTRY GROUP 0 4770517 48815 347081 0 133068 50800 4982545 3879995 382083 686960 126950 51571 4770517 3278393 344307 406933 95929 53709 3879995 3185680 356990 -79373 123904 61000 3278393 2492046 356355 465843 78098 50466 3185680 1.00000 0 0 4581693 4581693 46203484 18041963 28161521 8879554 6020306 2859248 12583543 7784072 4799471 12065727 2452656 9613071 50015004 CHARITABLE GIFT ANNUITIES 179164 INTEREST RATE SWAP LIABILITY 3132975 REFUNDABLE ENTRANCE FEES AND DEPOSITS 14628442 17940581 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, 2014, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CORPORATION'S FEDERAL INCOME TAX RETURNS FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2011 ARE NO LONGER SUBJECT TO EXAMINATION. X X X 0 0 0 0 0 0 0 0 0 CHAD TUTTLE FORMER CEO 157019 0 0 0 0 0 7851 0 13760 0 178630 0 0 0 PART I, LINE 3 MEMBERS OF THE BOARD OF DIRECTORS DISCUSS PERFORMANCE WITH OTHER MANAGEMENT AND INVESTIGATE WAGES OF OTHER CEOS IN THE AREA. RESULTS ARE GIVEN TO BOARD OF DIRECTORS WITH A RECOMMENDATION FOR WAGE INCREASE. THE BOARD EVALUATES THE PROFORMANCE FOR THE YEAR AND THEN IF APPROPRIATE APPROVES A WAGE INCREASE. THE DELIBERATION PROCESS IS DOCUMENTED IN THE MINUTES. THE LAST TIME THIS PROCESS WAS UNDERTAKEN WAS IN 2013. A THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN 386005370 NONEAVAIL 2014-05-22 34130000 REFUND 2009 & 2010 TO BONDS WITH 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 34130000 2014 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: SUNSET HOME SERVICES, SUNSET RETIREMENT COMMUNITIES & SERVICES, WATERFORD PLACE. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION HAS MEMBERS FORM 990, PART VI, SECTION A, LINE 7A ASSOCIATION MEMBERS ELECT MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11 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 15A MEMBERS OF THE BOARD OF DIRECTORS DISCUSS PERFORMANCE WITH OTHER MANAGEMENT, REVIEW THE CEO SALARY SURVEY REPORT, AND INVESTIGATE WAGES OF OTHER CEO'S IN THE AREA. RESULTS ARE GIVEN TO BOARD OF DIRECTORS WITH A RECOMMENDATION FOR WAGE INCREASE. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS 2014. 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 -1,812,517. 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 11A, I SUNSET MANOR INC 1 ECHO GROUP LLC DBA TANDEM 365 1279 CEDAR ST NE GRAND RAPIDS MI 49503 464304654 HEALTHCARE NAVIGATION FOR SENIORS MI UNRELATED -777138 286577 0 1 0.20000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0