2013-06-28T16:40:11-05:00 2012-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2012-01-01 237010671 SUNSET MANOR INC SUNS 6164572770 725 BALDWIN JENISON MI 49428 STEVE ZUIDERVEEN 6164572770 2013-06-27 1 CAROL LALONDE CPA P00181637 2695674500 2012 2016-02-24 21:20:13Z BROOKCREST SUNSET ASSOCIATION ROSE GARDEN WATERFORD PLACE CHAD TUTTLE 725 BALDWIN JENISON MI 49428 25991640 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 13 754 340 0 0 356990 348646 23797887 24184726 649882 236948 39344 55488 24844103 24825808 0 0 0 0 12773978 12825185 2351 1965 239731 11762468 11641046 24538797 24468196 305306 357612 64191853 66640067 55585776 57065755 8606077 9574312 X SUNSET ASSOCIATION PROVIDES QUALITY SERVICES FOR SENIOR ADULTS IN THE GREATER GRAND RAPIDS METROPOLITAN AREA, IN A SPIRIT OF CHRISTIAN LOVE. 1 0 10809482 12606523 PROVIDE QUALITY HOUSING AND SERVICES TO 553 SENIORS 8454716 10363887 SKILLED NURSING CARE FOR 592 PERSONS WITH SPECIAL NEEDS 1222460 1214316 PROVIDE HOME HEALTH SERVICES TO 438 SENIORS 20486658 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 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 44 0 1 754 0 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 0 1 0 0 MI X STEVE ZUIDERVEEN 6164572770 725 BALDWIN JENISON MI 49428 GARY POPMA 1.00 0.10 X X 0 0 0 CALVIN MATTHYSSE 1.00 0.10 X X 0 0 0 GARY KAPTEIN 1.00 0.10 X X 0 0 0 MITCH DYKSTRA 1.00 0.10 X X 0 0 0 DENNIS BUSH 1.00 0.10 X X 0 0 0 JUDY BAKER 1.00 0.10 X 0 0 0 JIM DEVRIES 1.00 0.10 X 0 0 0 DOUG HAVEMAN 1.00 0.10 X 0 0 0 JOHN BAATENBURG 1.00 0.10 X 0 0 0 HENRIETTA BYKER 1.00 0.10 X 0 0 0 DEB DETERS 1.00 0.10 X 0 0 0 CONRAD BULT 1.00 0.10 X 0 0 0 DARYL KUIPER 1.00 0.10 X 0 0 0 KEN KOPPENOL 1.00 0.10 X 0 0 0 DAVE ZONDERVAN 1.00 0.10 X 0 0 0 LARRY KERKSTRA 1.00 0.10 X 0 0 0 CHAD TUTTLE 40.00 0.10 X 133135 0 19951 BRENDA CURTIS 40.00 0.10 X 43306 0 3410 STEVE ZUIDERVEEN 40.00 0.10 X 97812 0 18663 274253 0 42024 1 0 1 0 OMNICARE PHARMACY PO BOX 715268 COLUMBUS OH 43271 PHARMACY SERVICES 280030 INCITO TECHNOLOGY SOLUTIONS 5222 33RD ST SE GRAND RAPIDS MI 49512 INFORMATION TECHNOLOGY 143886 2 102275 246371 348646 RESIDENTIAL CARE 623000 22204215 22204215 ADVANCED FEE REVENUE 623000 1015780 1015780 OTHER RESIDENT SERVICES 623000 614788 614788 PROCESSING FEE REVENUE 623000 228500 228500 MEALS REVENUE 722210 121443 121443 24184726 134516 134516 85830 0 85830 85830 85830 1237922 1135490 102432 102432 102432 0 102275 30342 -30342 -30342 24825808 24184726 0 292436 316277 316277 10184499 9685608 430325 68566 297119 297119 1220618 631102 578229 11287 806672 698703 102273 5696 26287 26287 61050 12535 48515 1965 1965 21949 21949 626989 117511 509478 230061 19297 109350 101414 751995 153057 581332 17606 1263723 1131362 132361 83816 38645 45065 106 55604 14098 41506 1597776 1544067 53709 2334200 1874876 433787 25537 211472 14940 196532 MEALS 1785893 1785893 QAAP TAX 867702 867702 SUPPLIES 822228 821664 564 EQUIPMENT RENTAL & MAIN 584111 520811 63300 316190 257668 50968 7554 24468196 20486658 3741807 239731 3345382 6948449 7942637 3803178 1598042 1338957 172223 166926 36678 89470 74454374 29463905 44815546 44990469 4050453 7937726 1484788 650000 746104 714892 64191853 66640067 1220240 1322244 2575081 3582724 36455000 35320000 15335455 16840787 55585776 57065755 X 8606077 9574312 8606077 9574312 64191853 66640067 X 357612 520240 90383 X X 0 1 X 1 0 X 254977 170459 356355 356990 348646 1487427 22370425 23376627 23591119 23797887 24184726 117320784 22625402 23547086 23947474 24154877 24533372 118808211 143800 50287 55453 249540 0 143800 50287 55453 249540 118558671 397444 193337 208250 196610 220346 1215987 397444 193337 208250 196610 220346 1215987 23022846 23740423 24155724 24351487 24753718 120024198 0.98780 0.98660 0.01010 0.01340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3278393 344307 406933 95929 53709 3879995 3185680 356990 -79373 123904 61000 3278393 2492046 356355 465843 78098 50466 3185680 1867866 198327 536585 59953 50779 2492046 2759592 254977 -982721 113706 50276 1867866 1.00000 0 0 4554398 4554398 46203484 15420165 30783319 8364683 5164802 3199881 12214236 6654808 5559428 3117573 2224130 893443 44990469 CHARITABLE GIFT ANNUITIES 202084 INTEREST RATE SWAP LIABILITY 1969515 REFUNDABLE ENTRANCE FEES AND DEPOSITS 14669188 16840787 X 25444824 520240 90383 610623 24834201 21949 -30342 -8393 24825808 24476589 30342 30342 24446247 21949 21949 24468196 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2012, 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, 2009 ARE NO LONGER SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 90,383. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -30,342. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 30,342. FALL GALA 102275 102275 1500 12738 5000 11104 102275 102275 1500 12738 5000 11104 30342 -30342 X X X X 0 0 0 0 0 0 0 0 0 CHAD TUTTLE 133135 0 0 0 0 0 6707 0 13244 0 153086 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 2012. A THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN 386005370 NONEAVAIL 2009-12-21 26000000 COVER COST OF WATERFORD PLACE CONSTRUCTION 0 0 0 B THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN 386005370 NONEAVAIL 2010-04-01 20585000 CONVERT 2000 & 2005 BONDS TO BANK QUALIFIED BONDS TO LOWER INTEREST COST 0 0 0 A 26000000 2496056 754415 22749529 2010 1 0 1 1 B 20585000 66691 2010 1 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 WELLS FARGO SWAP/HNB SWAP 0 0 0 0 0 B 0 0 1 0 1 0 WELLS FARGO SWAP/HNB SWAP 0 0 0 0 0 A 0 B 0 DOING BUSINESS AS FORM 990, PART I, ITEM C DBA: BROOKCREST, SUNSET ASSOCIATION, ROSE GARDEN DBA: SUNSET HOME SERVICES, SUNSET RETIREMENT COMMUNITIES & SERVICES, WATERFORD PLACE. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 SUNSET MANOR, INC. BEGAN PROVIDING HOSPICE SERVICES IN 2012. 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 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 2011. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF SWAP AGREEMENT 90,383. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FOR THE SELECTION AND OVERSIGHT OF AN INDEPENDENT ACCOUNTANT IN THE PAST YEAR. FORM 990, PART VI, LINE 14: SUNSET MANOR IS DEVELOPING A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. SUNSET LEGACY FOUNDATION 725 BALDWIN STREET JENISON MI 49428 453567386 SUPPORTING ORGANIZATION MI 501(C)(3) LINE 11A, I SUNSET MANOR INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0