2012-10-22T13:17:02-05:00 2011-12-31 420732909 RYUN GIVENS & COMPANY PLC 2900 100TH STREET SUITE 301 URBANDALE IA 50322 990 2011-01-01 420805391 SUNRISE MANOR SUNR 7122763821 5501 GORDON DRIVE SIOUX CITY IA 51106 BEVERLY ZENOR 7122763821 2012-10-22 1 CURTIS E BRAND CPA P00299230 5152253141 2011 2016-02-24 21:20:13Z BEVERLY ZENOR 5501 GORDON DRIVE SIOUX CITY IA 51106 8526511 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 14 135 125 -542 -542 556831 306244 7874458 8123177 7742 10261 1942 69047 8440973 8508729 0 0 0 0 4429188 4643416 0 0 20488 3763861 4034722 8193049 8678138 247924 -169409 20954508 25163012 16418193 20803345 4536315 4359667 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 7794155 8025236 PROVIDED SKILLED NURSING AND NURSING FACILITY LEVELS OF CARE FOR APPROXIMATELY 29,535 BED DAYS; PROVIDED 116 INDEPENDENT LIVING UNITS THAT OPERATE AT NEAR 100% CAPACITY 7794155 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 0 1 29 0 1 135 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 IA X X HALLIE SALMEN 7122763821 5501 GORDON DRIVE SIOUX CITY IA 51106 LARRY BOOK 1.00 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 BARBARA CONDON 1.00 X 0 0 0 MICHAEL GUNSCH 1.00 X 0 0 0 MARY KOVARNA 1.00 X 0 0 0 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 WILLIAM BUD ZIEBELL 1.00 X 0 0 0 BEV ZENOR 40.00 X 114033 0 0 HALLIE SALMEN 40.00 X 61356 0 0 175389 0 0 1 0 0 0 0 16400 289844 306244 MEDICARE/MEDICAID PAYM 623000 4218699 4218699 ROOM AND BOARD-PRIVATE 623000 2203626 2203626 INDEPENDENT LIVING 623000 1399939 1399939 RESIDENT SERVICES 623000 168792 168792 GUEST MEALS & BARBER/B 623000 56732 56732 75389 34180 41209 8123177 10261 10261 9420 3957 5463 5463 5463 77951 16400 13825 64126 64126 PARTNERSHIP LOSS 621610 -542 -542 -542 8508729 8025236 -542 177791 175389 175389 3826902 3615382 198229 13291 360100 325288 33616 1196 281025 253858 26234 933 95935 87706 8229 168223 2610 165613 85600 36293 44239 5068 1088589 1088589 4066 913 3153 11802 11802 808762 808762 49968 6457 43511 CONTRACT SERVICES 868438 839303 29135 SUPPLIES 346258 346258 FOOD AND SNACKS 301513 301513 MISCELLANEOUS 205568 69421 136147 8678138 7794155 863495 20488 1376 1355 925236 1962687 323717 283582 807112 752053 63017 69336 66109 67909 23528213 8757462 15464514 14770751 3303427 7255339 20954508 25163012 808906 898792 2573749 2487114 11112047 13805217 1100000 2554887 823491 1057335 16418193 20803345 X 4173392 4045810 362923 313857 4536315 4359667 20954508 25163012 X -169409 -7239 X X 0 1 1 X 0 X 147462 102007 481925 567559 384195 1683148 5812692 6248065 6794176 7777612 8025236 34657781 77673 96846 97941 272460 5960154 6350072 7353774 8442017 8507372 36613389 50000 9034 143641 30000 50750 283425 0 50000 9034 143641 30000 50750 283425 36329964 56945 28135 14745 17162 19681 136668 56945 28135 14745 17162 19681 136668 8925 8925 6017099 6378207 7377444 8459179 8527053 36758982 0.98830 0.98720 0.00370 0.00520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127371 127371 81265 47787 143 -1824 127371 205322 205322 21812395 7465260 14347135 1150000 1082497 67503 360496 209705 150791 14770751 DUE FROM MAPLE HEIGHTS 147951 DESIGNATED OR RESTRICTED SAVINGS ACCOUNTS 323062 CONSTRUCTION IN PROGRESS 5818907 DEFERRED ISSUANCE COSTS 868004 CAPITALIZED MARKETING COSTS 93801 INVESTMENT IN HOME FOR LIFE 3614 7255339 COTTAGE DEPOSITS 14823 DUE TO FOUNTAIN VIEW 1042512 1057335 8508729 8678138 -169409 -7844 605 -7239 -176648 9561908 -8386 1061023 1052637 8509271 -542 -542 8508729 9485569 807431 807431 8678138 0 8678138 PART XI, LINE 8 - OTHER ADJUSTMENTS: PARTNERSHIP LOSS 605. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED COMPANY REVENUE 1,043,241. RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE PER FINANCIALS 3,957. FUNDRAISING EVENTS EXPENSES NETTED AGAINST EVENT REVENUE 13,825. PART XII, LINE 4B - OTHER ADJUSTMENTS: PARTNERSHIP LOSS -542. PART XIII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED COMPANY EXPENSES 789,649. RENTAL EXPENSE NETTED AGAINST RENTAL REVENUE ON 990 3,957. FUNDRAISING EVENTS EXPENSES NETTED AGAINST EVENT REVENUE 13,825. BENEFIT CONCERT 94351 16400 77951 5640 3900 4285 94351 16400 77951 5640 3900 4285 13825 64126 WOODBURY COUNTY IOWA 426005221 NONEAVAIL 2008-05-29 3000000 CURRENT REFUND BOND ANTICIPATION NOTE SERIES 2007 0 0 0 CITY OF LAWTON IOWA 426004868 NONEAVAIL 2008-05-29 9000000 CONSTRUCTION OF A 62-UNIT INDEPENDENT LIVING BUILDING 0 0 0 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 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 2778013 40000 2008 1 0 1 1 87424 8334034 629817 180000 158025 8032158 2009 0 0 1 1 10000000 200000 9800000 2012 0 0 0 1 380000 7600 372400 2012 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -7,844. PARTNERSHIP LOSS 605. TOTAL TO FORM 990, PART XI, LINE 5: -7,239. 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 HOME FOR LIFE SOLUTIONS OF IOWA LLC 420 E 11TH STREET CEDAR FALLS IA 50613 272065745 SALES OF ELDERLY CARE SERVICES IA UNRELATED 0 0 0.05350 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0