2013-11-11T07:47:27-06:00 2012-12-31 420732909 RYUN GIVENS & COMPANY PLC 2900 100TH STREET SUITE 301 URBANDALE IA 50322 990 2012-01-01 420805391 SUNRISE MANOR SUNR 7122763821 5501 GORDON DRIVE SIOUX CITY IA 51106 BEVERLY ZENOR 7122763821 2013-11-07 1 CURTIS E BRAND CPA P00299230 5152253141 2012 2016-02-24 21:20:13Z BEVERLY ZENOR 5501 GORDON DRIVE SIOUX CITY IA 51106 8620170 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 14 124 196 0 0 306244 299478 8123177 8291899 10261 7997 69047 9660 8508729 8609034 0 0 0 0 4643416 4372682 0 0 50902 4034722 6304357 8678138 10677039 -169409 -2068005 25163012 33692086 20803345 31400424 4359667 2291662 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 7914155 8127730 PROVIDED SKILLED NURSING AND NURSING FACILITY LEVELS OF CARE FOR 2,497 AND 25,537 BED DAYS, RESPECTIVELY; OPERATED INDEPENDENT LIVING FACILITY WITH 114 UNITS AND APPROXIMATELY 149 OF 217 MAXIMUM OCCUPANCY. 7914155 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 59 0 1 124 1 0 0 0 0 0 0 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 IA X X HALLIE SALMEN 7122763821 5501 GORDON DRIVE SIOUX CITY IA 51106 LARRY BOOK 2.00 X X 0 0 0 TOM GRIMSLEY 1.00 X X 0 0 0 RICHARD KEITH 1.00 X X 0 0 0 DONALD KELSEY 1.00 X X 0 0 0 JOHN ANDERSON 1.00 X 0 0 0 HOWARD LOGAN 1.00 X 0 0 0 DR BARBARA CONDON 1.00 X 0 0 0 MICHAEL GUNSCH 1.00 X 0 0 0 DR MARY KOVARNA 1.00 X 0 0 0 DR CAROLYN LEMAN 1.00 X 0 0 0 THOMAS PADGETT 1.00 X 0 0 0 PETER THOREEN 1.00 X 0 0 0 COREY WRENN 1.00 X 0 0 0 DR WILLIAM BUD ZIEBELL 1.00 X 0 0 0 BEV ZENOR 40.00 X 118010 0 7845 HALLIE SALMEN 40.00 X 69335 0 0 187345 0 7845 1 0 0 0 AEGIS THERAPIES 7160 DALLAS PARKWAY PLANO TX 75024 CONTRACTED THERAPIES 573520 1 264284 15094 20100 299478 MEDICARE/MEDICAID PAYM 623000 3452553 3452553 ROOM AND BOARD-PRIVATE 623000 2570792 2570792 INDEPENDENT LIVING 623000 1982760 1982760 RESIDENT SERVICES 623000 164169 164169 MEDICAL SUPPLIES 623000 92601 92601 29024 29024 8291899 7997 7997 9660 0 9660 9660 9660 11136 15094 11136 0 8609034 8127730 0 181826 285956 285956 3471511 3208021 234040 29450 351509 300109 48645 2755 263706 225144 36494 2068 88822 88822 3083 3083 95003 21371 73632 94513 22656 55228 16629 487636 333805 153831 5644 600 5044 18994 18994 977810 977810 1065580 1033871 31709 70174 70174 LOSS ON ABANDONMENT 1549848 1549848 CONTRACT SERVICES 811172 779787 31385 FOOD AND SNACKS 334970 334970 SUPPLIES 330615 330615 370493 326402 44091 10677039 7914155 2711982 50902 1355 3567 1962687 2424966 283582 206140 752053 458292 69336 48717 67909 58679 33432183 6855630 14770751 26576553 7255339 3915172 25163012 33692086 898792 516333 2487114 2183804 13805217 26566685 2554887 39974 1057335 2093628 20803345 31400424 X 4045810 2068804 313857 222858 4359667 2291662 25163012 33692086 -2068005 0 X X 0 1 X 1 0 X 102007 481925 567559 384195 310614 1846300 6248065 6794176 7777612 8025236 8127730 36972819 77673 96846 97941 164169 436629 6350072 7353774 8442017 8507372 8602513 39255748 9034 143641 30000 50750 24273 257698 0 9034 143641 30000 50750 24273 257698 38998050 28135 14745 17162 19681 17657 97380 28135 14745 17162 19681 17657 97380 8925 8925 6378207 7377444 8459179 8527053 8620170 39362053 0.99080 0.98830 0.00250 0.00370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127371 127371 81265 47787 143 -1824 127371 205322 205322 31549834 6360397 25189437 1276839 277481 999358 400188 217752 182436 26576553 DUE FROM MAPLE HEIGHTS 156751 DESIGNATED OR RESTRICTED SAVINGS ACCOUNTS 1020941 DEFERRED ISSUANCE COSTS 555210 CAPITALIZED MARKETING COSTS 80713 DEBT SERVICE RESERVE FUND 2101557 3915172 COTTAGE & POINTE DEPOSITS 153865 DUE TO FOUNTAIN VIEW 1108684 ACCRUED PAYROLL 353332 ACCRUED INTEREST PAYABLE 291277 ACCRUED REAL ESTATE TAXES 186470 2093628 10106136 1518427 1518427 8587709 21325 21325 8609034 12138405 1482691 1482691 10655714 21325 21325 10677039 PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED COMPANY REVENUE 1,507,291. FUNDRAISING EXPENSE NETTED AGAINST REVENUE 11,136. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 21,325. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED COMPANY EXPENSES 1,471,555. FUNDRAISING EXPENSE NETTED AGAINST REVENUE 11,136. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED AGAINST REVENUE ON FINANCIAL STATEMENTS 21,325. BENEFIT CONCERT 26230 15094 11136 6845 3100 1191 26230 15094 11136 6845 3100 1191 11136 0 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 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 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. OVERSIGHT OF FINANCIAL STATEMENT AUDIT FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND IS RESPONSIBLE FOR SELECTING AN INDEPENDENT AUDITOR. THE PROCESS IS UNCHANGED FROM PRIOR YEARS. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0