2014-10-31T08:26:28-05:00 2013-12-31 420732909 RYUN GIVENS & COMPANY PLC 2900 100TH STREET SUITE 301 URBANDALE IA 50322 990 2013-01-01 420805391 SUNRISE MANOR SUNR 7122763821 5501 GORDON DRIVE SIOUX CITY IA 51106 BEVERLY ZENOR CEO 7122763821 2014-10-31 1 CURTIS E BRAND CPA P00299230 5152253141 2013 2015-11-30 17:44:51Z BEVERLY ZENOR 5501 GORDON DRIVE SIOUX CITY IA 51106 8055612 0 X WWW.SUNRISERETIREMENT.COM X 1956 IA PROVIDE HOUSING AND SERVICES TO SIOUXLAND'S ELDERLY IN A WAY THAT INSURES A PHYSICAL AND CARE ENVIRONMENT WHICH MAXIMIZES THE DIGNITY AND INDEPENDENCE OF EACH RESIDENT. 14 14 125 225 0 0 299478 139305 8291899 7884552 7997 7561 9660 7085 8609034 8038503 0 0 0 0 4372682 3984690 0 0 94518 6304357 4326239 10677039 8310929 -2068005 -272426 33692086 32931205 31400424 30911969 2291662 2019236 PROVIDE HOUSING AND SERVICES TO SIOUXLAND'S ELDERLY IN A WAY THAT INSURES A PHYSICAL AND CARE ENVIRONMENT WHICH MAXIMIZES THE DIGNITY AND INDEPENDENCE OF EACH RESIDENT. 0 0 7375315 7884552 PROVIDED SKILLED NURSING AND NURSING FACILITY LEVELS OF CARE FOR 2,229 AND 20,745 BED DAYS, RESPECTIVELY; OPERATED INDEPENDENT LIVING FACILITY WITH 114 UNITS. 7375315 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 53 0 1 125 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X HALLIE SALMEN 7122763821 5501 GORDON DRIVE SIOUX CITY IA 51106 TOM GRIMSLEY PRESIDENT 2.00 X X 0 0 0 DR THOMAS PADGETT VICE PRESIDENT 1.00 X X 0 0 0 DR MARY KOVARNA SECRETARY 1.00 X X 0 0 0 RICHARD KEITH TREASURER 1.00 X X 0 0 0 JOHN ANDERSON DIRECTOR 1.00 X 0 0 0 LARRY BOOK PAST PRESIDENT 1.00 X X 0 0 0 DR BARBARA CONDON DIRECTOR 1.00 X 0 0 0 MICHAEL GUNSCH DIRECTOR 1.00 X 0 0 0 DONALD KELSEY DIRECTOR 1.00 X 0 0 0 DR CAROLYN LEMAN DIRECTOR 1.00 X 0 0 0 HOWARD LOGAN DIRECTOR 1.00 X 0 0 0 PETER THOREEN DIRECTOR 1.00 X 0 0 0 COREY WRENN DIRECTOR 1.00 X 0 0 0 DR WILLIAM BUD ZIEBELL DIRECTOR 1.00 X 0 0 0 BEV ZENOR CHIEF EXECUTIVE OFFICER 40.00 X 115806 0 12375 HALLIE SALMEN CHIEF FINANCIAL OFFICER 40.00 X 85690 0 460 ALAN BRUINSMA ADMINISTRATOR 40.00 X 103313 0 12894 304809 0 25729 2 0 0 0 AEGIS THERAPIES 7160 DALLAS PARKWAY PLANO TX 75024 CONTRACTED THERAPIES 394759 1 31105 108200 1525 139305 ROUTINE CARE SERVICES 623000 5466489 5466489 INDEPENDENT LIVING 623000 2034033 2034033 ADVANCE FEE INCOME 623000 158704 158704 ANCILLARY SERVICES 623000 124331 124331 MISCELLANEOUS 623000 100995 100995 7884552 7561 7561 12960 5875 7085 7085 7085 11234 31105 11234 0 8038503 7884552 0 14646 214331 214331 3199523 2924543 219536 55444 336376 300287 30396 5693 234460 201613 29025 3822 94907 94907 106417 99097 7320 101399 5388 66452 29559 407620 407620 20555 19448 1107 22387 22387 1064822 1064822 1062465 1062465 63618 7142 56476 CONTRACT SERVICES 608976 594356 14620 FOOD AND DIETICIAN 319899 319899 SUPPLIES AND SMALL EQUI 269298 269298 MISCELLANEOUS 137600 56443 81157 46276 20507 25769 8310929 7375315 841096 94518 3567 145194 2424966 2670906 206140 112025 458292 514226 48717 45698 58679 57032 33880566 8221552 26576553 25659014 3915172 3727110 33692086 32931205 516333 1092649 2183804 2227690 24156685 24168796 2410000 2410000 39974 0 2093628 1012834 31400424 30911969 X 2068804 1769877 222858 249359 2291662 2019236 33692086 32931205 -272426 0 X 0 1 X 1 0 X 481925 567559 384195 310614 150539 1894832 6794176 7777612 8025236 8127730 7884552 38609306 77673 96846 97941 164169 436629 7353774 8442017 8507372 8602513 8035091 40940767 143641 30000 50750 24273 248664 0 143641 30000 50750 24273 248664 40692103 14745 17162 19681 17657 20521 89766 14745 17162 19681 17657 20521 89766 8925 8925 7377444 8459179 8527053 8620170 8055612 41039458 0.99150 0.99080 0.00220 0.00250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 737 737 0 PART II-B, LINE 1: PORTION OF DUES PAID TO INDUSTRY ASSOCIATION WHICH PERFORMS LOBBYING ACTIVITIES FOR ITS MEMBERS. 127371 127371 205322 205322 31900608 7574904 24325704 1329290 413114 916176 445346 233534 211812 25659014 DUE FROM MAPLE HEIGHTS 159915 DESIGNATED OR RESTRICTED SAVINGS ACCOUNTS 2963023 DEFERRED ISSUANCE COSTS 536548 CAPITALIZED MARKETING COSTS 67624 3727110 COTTAGE & POINTE DEPOSITS 141607 DUE TO FOUNTAIN VIEW 871227 1012834 X 8044378 0 8044378 -5875 -5875 8038503 8316804 5875 5875 8310929 0 8310929 PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOWS. THE ORGANIZATION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAXES (FORMS 990) FOR 2010, 2011 AND 2012 REMAIN SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -5,875. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 5,875. BENEFIT CONCERT 42339 31105 11234 179 5640 5681 1125 42339 31105 11234 179 5640 5681 1125 12625 -1391 A WOODBURY COUNTY IOWA 426005221 NONEAVAIL 2008-05-29 3000000 CURRENT REFUND BOND ANTICIPATION NOTE SERIES 2007 0 0 0 B CITY OF LAWTON IOWA 426004868 NONEAVAIL 2008-05-29 9000000 CONSTRUCTION OF A 62-UNIT INDEPENDENT LIVING BUILDING 0 0 0 C CITY OF BRONSON IOWA 420937601 NONEAVAIL 2011-08-03 10000000 CONSTRUCTION OF A 36-UNIT SKILLED NURSING FACILITY AND 46-UNIT ASSISTED LIVI 0 0 0 D WOODBURY COUNTY IOWA 426005221 NONEAVAIL 2011-08-03 380000 CONSTRUCTION OF A 36-UNIT SKILLED NURSING FACILITY AND 46-UNIT ASSISTED LIVI 0 0 0 A 3000000 2008 0 0 0 0 B 9000000 2009 0 0 0 0 C 10000000 2012 0 0 0 0 D 380000 2012 0 0 0 0 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 B 0 0 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 0 0 D 0 0 0 0 0 0 0 0 0 A 0 B 0 C 0 D 0 A IOWA FINANCE AUTHORITY 521699886 46247CBF5 2012-10-11 24156685 REFUND PRIOR BONDS; FINANCE PROJECT;FUND DEBT SERVICE FUND 0 0 0 A 24156685 1657919 21476972 483134 538660 2012 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE OF THE BOARD WILL REVIEW THE 990 BEFORE IT IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY EACH YEAR. DIRECTORS ARE REQUIRED TO CERTIFY THAT THEY HAVE RECEIVED A COPY AND THAT THEY HAVE READ, UNDERSTAND AND AGREE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS WAGE & BENEFIT SURVEYS PREPARED BY AN INDEPENDENT ORGANIZATION, NOTING SALARY RANGES FOR SIMILAR SIZED ORGANIZATIONS & DETERMINES WAGES TO BE OFFERED TO EXECUTIVE DIRECTOR & ADMINISTRATOR. THIS DECISION IS REVIEWED BY THE FULL BOARD OF DIRECTORS AND APPROVED. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 AND SUPPORTING DOCUMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON REQUEST. ADDITIONALLY, A PUBLIC WEBSITE CALLED GUIDESTAR MAKES CERTAIN PARTS OF THE 990 AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ALONG WITH THE FINANCIAL STATEMENTS ARE AVAILABLE TO INTERESTED PARTIES UPON REQUEST FROM THE BUSINESS OFFICE OF SUNRISE RETIREMENT COMMUNITY. FOUNTAIN VIEW ASSISTED LIVING 5501 GORDON DRIVE SIOUX CITY IA 51106 421527142 ASSISTED LIVING HOUSING AND CARE FOR THE ELDERLY IA 501(C)(3) LINE 9 0 MAPLE HEIGHTS APARTMENTS INC 5501 GORDON DRIVE SIOUX CITY IA 51106 421184135 OWNING AND OPERATING AN APARTMENT COMPLEX IN CONJUCTION WITH HUD ASSISTANCE IA 501(C)(4) LINE 7 0 MAPLE HEIGHTS ANNEX INC 5501 GORDON DRIVE SIOUX CITY IA 51106 421456926 OWNING AND OPERATING AN APARTMENT COMPLEX IN CONJUCTION WITH HUD ASSISTANCE IA 501(C)(4) LINE 7 0 SUNRISE HEALTH CENTER 5501 GORDON DRIVE SIOUX CITY IA 51106 461142187 PROVIDE HOUSING AND SERVICES TO THE ELDERLY IA 501(C)(3) LINE 9 0 SUNRISE EASTVIEW 5501 GORDON DRIVE SIOUX CITY IA 51106 273137927 PROVIDE HOUSING AND SERVICES TO THE ELDERLY IA 501(C)(3) LINE 9 0 SUNRISE HILLS 5501 GORDON DRIVE SIOUX CITY IA 51106 273137842 PROVIDE HOUSING AND SERVICES TO THE ELDERLY IA 501(C)(3) LINE 9 0 SUNRISE RETIREMENT COMMUNITY FOUNDATION 5501 GORDON DRIVE SIOUX CITY IA 51106 463211470 TO RAISE AND INVEST FUNDS FOR THE BENEFIT OF SUNRISE MANOR AND AFFILIATES IA 501(C)(3) LINE 9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0