2011-08-08T14:16:43-05:00 2010-12-31 RYUN GIVENS & COMPANY PLC 2900 100TH STREET SUITE 301 URBANDALE IA 50322 990 2010-01-01 420805391 SUNRISE MANOR SUNR 7122763821 5501 GORDON DRIVE SIOUX CITY IA 51106 BEVERLY ZENOR 7122763821 2011-05-19 1 CURTIS E BRAND CPA 5152253141 2010 2016-02-24 21:20:13Z BEVERLY ZENOR 5501 GORDON DRIVE SIOUX CITY IA 51106 8458574 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 14 128 144 -605 -605 481925 556831 6883166 7874458 7235 7742 5118 1942 7377444 8440973 0 0 0 0 4373430 4429188 0 0 33160 4171313 3763861 8544743 8193049 -1167299 247924 20134704 20954508 15846535 16418193 4288169 4536315 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 7411201 7777612 PROVIDED SKILLED NURSING AND NURSING FACILITY LEVELS OF CARE FOR APPROXIMATELY 31,710 BED DAYS; PROVIDED 116 INDEPENDENT LIVING UNITS THAT OPERATE AT NEAR 100% CAPACITY 7411201 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 1 26 0 128 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 HOWARD LOGAN 1.00 X X 0 0 0 LARRY BOOK 1.00 X X 0 0 0 WILLIAM ZIEBELL 1.00 X X 0 0 0 DONALD KELSEY 1.00 X X 0 0 0 JOHN ANDERSON 1.00 X 0 0 0 BARBARA CONDON 1.00 X 0 0 0 TOM GRIMSLEY 1.00 X 0 0 0 MICHAEL GUNSCH 1.00 X 0 0 0 RICHARD KEITH 1.00 X 0 0 0 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 BEV ZENOR 40.00 X 108075 0 10599 HALLIE SALMEN 40.00 X 58908 0 0 166983 0 10599 1 0 0 0 0 14440 542391 556831 MEDICARE/MEDICAID PAYM 623000 3963851 3963851 ROOM AND BOARD-PRIVATE 623000 2215445 2215445 INDEPENDENT LIVING 623000 1326449 1326449 RESIDENT SERVICES 623000 242838 242838 GUEST MEALS & BARBER/B 623000 49722 49722 76153 29029 47124 7874458 7742 7742 9420 4207 5213 5213 5213 10728 14440 13394 -2666 -2666 PARTNERSHIP LOSS 621610 -605 -605 -605 8440973 7777612 -605 107135 167983 167983 3659143 3451643 191833 15667 334087 301309 31410 1368 267975 241684 25194 1097 98950 71808 27142 157111 3547 153564 97170 43596 38546 15028 881117 881117 5010 1030 3980 7324 7324 815275 815275 47737 7698 40039 CONTRACT SERVICES 916771 893394 23377 SUPPLIES 353129 353129 FOOD AND SNACKS 245209 245209 MISCELLANEOUS 80064 63366 16698 ASSESSMENT NURING FEE 30072 30072 28922 28922 8193049 7411201 748688 33160 1900 1376 809716 925236 184668 323717 581433 807112 55427 63017 95475 66109 23514601 8050087 16163328 15464514 2242757 3303427 20134704 20954508 680972 808906 2531849 2573749 11305357 11112047 1100000 1328357 823491 15846535 16418193 X 3774207 4173392 513962 362923 4288169 4536315 20134704 20954508 X 247924 222 X X 0 1 1 X 0 X 30173 147462 102007 481925 567559 1329126 5648448 5812692 6248065 6794176 7777612 32280993 77673 96846 174519 5678621 5960154 6350072 7353774 8442017 33784638 50000 9034 143641 30000 232675 16310 16310 16310 50000 9034 143641 30000 248985 33535653 61095 56945 28135 14745 17162 178082 61095 56945 28135 14745 17162 178082 8925 8925 5739716 6017099 6378207 7377444 8459179 33971645 0.98720 0.98300 0.00520 0.00600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127371 127371 81265 47787 143 -1824 127371 205322 205322 21818492 6785640 15032852 1140794 1058361 82433 349993 206086 143907 15464514 DUE FROM MAPLE HEIGHTS 144349 DESIGNATED OR RESTRICTED SAVINGS ACCOUNTS 719351 CONSTRUCTION IN PROGRESS 2034609 DEFERRED ISSUANCE COSTS 288833 CAPITALIZED MARKETING COSTS 106890 INVESTMENT IN HOME FOR LIFE 9395 3303427 COTTAGE DEPOSITS 11060 DUE TO FOUNTAIN VIEW 812431 823491 8440973 8193049 247924 222 222 248146 9487680 222 1045880 1046102 8441578 -605 -605 8440973 8921415 728366 728366 8193049 0 8193049 PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED COMPANY REVENUE RENTAL EXPENSES NETTED AGAINST RENTAL REVENUE PER FINANCIALS FUNDRAISING EVENTS EXPENSES NETTED AGAINST EVENT REVENUE PART XII, LINE 4B - OTHER ADJUSTMENTS: PARTNERSHIP LOSS PART XIII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED COMPANY EXPENSES RENTAL EXPENSE NETTED AGAINST RENTAL REVENUE ON 990 FUNDRAISING EVENTS EXPENSES NETTED AGAINST EVENT REVENUE BENEFIT CONCERT 25168 14440 10728 5479 4000 3915 25168 14440 10728 5479 4000 3915 13394 -2666 WOODBURY COUNTY IOWA 426005221 2008-05-29 3000000 CURRENT REFUND BOND ANTICIPATION NOTE SERIES 2007 0 0 0 CITY OF LAWTON IOWA 426004868 2008-05-29 9000000 CONSTRUCTION OF A 62-UNIT INDEPENDENT LIVING BUILDING 0 0 0 2778013 40000 2008 1 0 1 1 8334034 629817 180000 158025 8032158 2009 0 0 1 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 SCHEDULE K, PART II, LINE 3, COLUMN (A) EXPLANATION FOR DIFFERENCE BETWEEN BOND PRICE AND PROCEEDS OF BOND ISSUE: THE TOTAL AMOUNT OF PROCEEDS OF THE BOND ISSUE HAS BEEN REDUCED BY PREPAYMENT OF INTEREST EXPENSE IN THE TOTAL AMOUNT OF $221,987. SCHEDULE K, PART II, LINE 3, COLUMN (B) EXPLANATION FOR DIFFERENCE BETWEEN BOND PRICE AND PROCEEDS OF BOND ISSUE: THE TOTAL AMOUNT OF PROCEEDS OF BOND ISSUE HAS BEEN REDUCED BY PREPAYMENT OF INTEREST EXPENSE IN THE TOTAL AMOUNT OF $640,776 AND THE RETURN OF UNSPENT PROCEEDS IN THE TOTAL AMOUNT OF $25,190. JOHN ANDERSON BOARD MEMBER OF THE ORGANIZATION 1044 FEES FOR LEGAL SERVICES 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 GAINS ON INVESTMENTS: 222. 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 ARE 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 -605 0 0 0.05350 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0