2011-02-14T11:12:28-06:00 2010-06-30 Moore Stephens Lovelace PA 14400 NW 77th Court Suite 306 Miami Lakes FL 330161507 990 2009-07-01 650118730 Sunrise Community Inc SUNR 3055969040 9040 Sunset Drive 70-B No 70-B Miami FL 33173 James G Weeks 3055969040 2011-02-14 1 Karin E Vickers 3058199555 2009 2016-02-24 21:20:13Z James G Weeks 9040 Sunset Drive 70-B No 70-B Miami FL 33173 49183158 0 X www.sunrisegroup.org X 1988 FL The Organization is a not-for-profit corporation organized for the purpose of providing housing, supervision, training and therapeutic, medical, educational and other related services to developmentally disabled individuals in the State of Florida. The Organization was incorporated exclusively for charitable and educational purposes. The Organization acts as headquarters to the Phineas subsidiaries and as centralized cash disbursement, cash receipts, payroll, client trust, and management/administration services. 18 18 1989 0 0 0 109308 31526 48230634 49038600 11297 30062 56978 78544 48408217 49178732 0 0 35968617 35416446 0 0 11089399 12306438 47058016 47722884 1350201 1455848 9706390 9162019 10755930 10026943 -1049540 -864924 The Organization is a not-for-profit corporation organized for the purpose of providing housing, supervision, training and therapeutic, medical, educational and other related services to developmentally disabled individuals in the State of Florida. The Organization was incorporated exclusively for charitable and educational purposes. The Organization acts as headquarters to the Phineas subsidiaries and as centralized cash disbursement, cash receipts, payroll, client trust, and management/administration services. 0 0 36330028 42851923 The organization provides residential and basic training skills to developmentally disabled individuals. 5245089 6186677 The organization provides supervision, training and therapeutic, medical, educational and other related services to developmentally disabled individuals. 41575117 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 1 106 0 1 1989 1 0 0 0 0 0 0 0 0 0 1 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X James G Weeks 3055969040 9040 Sunset Drive Suite 70-B Miami FL 33173 Dorothy Adside 1.00 X 0 0 0 Connie Crowther 1.00 X 0 0 0 Barnett A Greenberg DB 1.00 X 0 0 0 Robert H Moring CLU C 1.00 X 0 0 0 Richard H McCarthy 1.00 X 0 0 0 F Joseph McMackin III 1.00 X X 0 0 0 William P Muir 1.00 X 0 0 0 Daniel J O'Connell EdD 1.00 X 0 0 0 Rose B Pujol 1.00 X 0 0 0 Stephen T Rice CLU Ch 1.00 X X 0 0 0 Jose E Souto 1.00 X 0 0 0 Geraldine Tucker 1.00 X X 0 0 0 Steven M Weinger Esq 1.00 X X 0 0 0 Gloria A Wetherington 1.00 X 0 0 0 Marilyn M Wycoff 1.00 X 0 0 0 Pauline A Young EdD 1.00 X X 0 0 0 Robert Coker 1.00 X 0 0 0 Bill Lank 1.00 X 0 0 0 Leslie W Leech Jr 40.00 X 280811 0 0 James G Weeks 40.00 X 196579 0 0 Michael Hart 40.00 X 111522 0 0 Kenneth W Oliver 40.00 X 253308 0 0 Mark F Gapski 40.00 X 157823 0 0 Kathryn Whitaker 40.00 X 121099 0 0 Kathleen Childs 40.00 X 114282 0 0 Cynthia S Peters 40.00 X 123600 0 0 Kingsley Ross 40.00 X 133000 0 0 Marcella Henry 40.00 X 101237 0 0 1593261 0 0 10 0 1 0 Moore Stephens Lovelace PA 14400 NW 77th Court Suite 306 Miami Lakes FL 33016 Auditors 440030 Kurzban Kurzban Weinger and Tetzeli P 2650 SW 27th Avenue Second Floor Miami FL 33133 Attorney 387044 J Rolfe Davis Insurance PO Box 917846 Orlando FL 328917846 Insurance Broker 366550 Kronos Inc PO Box 845748 Boston MA 022845748 IT Support 213881 US Construction Corp 2342 S Douglas Rd Coral Gables FL 33134 Construction 187305 5 12567 18959 11375 31526 Medicaid and Medicaid 624310 46427465 46427465 Program revenue 624310 2611135 2611135 49038600 74 74 29988 29988 29988 29988 36585 4426 32159 32159 Insurance Proceeds 624310 25286 25286 Miscellaneous 624310 18989 18989 Vending machines 624310 2110 2110 46385 49178732 49038600 0 108606 477390 477390 30059593 24834730 5224863 99001 81576 17425 2241742 1847184 394558 2538720 2091892 446828 -4636604 -4636604 45350 31033 14317 124496 85192 39304 1336551 914593 421958 22341 7515 14826 556190 159305 396885 1901877 1476024 425853 473471 199811 273660 179276 89506 89770 1163477 651643 511834 1174596 951190 223406 Food, kitchen supplies 1552272 1541746 10526 Dues and licenses 1532462 1459430 73032 Equipment rental and ma 1515661 1188453 327208 Utilities 1050055 807525 242530 Transportation 928944 692013 236931 3386023 2464756 921267 47722884 41575117 6147767 0 480556 19062 3932324 3993500 43851 49591 622427 488331 14352599 10484326 3875795 3868273 490000 490000 190837 261437 62425 9706390 9162019 5954358 5282131 12356 37975 1835173 1694456 2954043 3012381 10755930 10026943 X -1049540 -864924 -1049540 -864924 9706390 9162019 X 0 1 1 X 0 X 160849 251279 55192 54712 31525 553557 42698636 44352781 46523744 48285230 49070759 230931150 42859485 44604060 46578936 48339942 49102284 231484707 0 0 0 231484707 56582 42012 42411 11297 30063 182365 56582 42012 42411 11297 30063 182365 821750 565353 391372 56978 46385 1881838 43737817 45211425 47012719 48408217 49178732 233548910 0.99120 0.99040 0.00080 0.00070 X 277365 180491 96874 2585233 1545650 1039583 11257401 8758185 2499216 232600 232600 3868273 Investment in Subsidiaries 490000 C 490000 Capital Lease 861308 Due to Intermediaries 851073 Other Notes Payable-Related Parties 1300000 3012381 49178732 47722884 1455848 -1271232 -1271232 184616 49178732 0 49178732 0 49178732 47722884 0 47722884 0 47722884 X X X 0 0 0 0 0 0 0 0 0 Leslie W Leech Jr 280811 0 0 0 0 0 0 0 0 0 280811 0 0 0 James G Weeks 196579 0 0 0 0 0 0 0 0 0 196579 0 0 0 Kenneth W Oliver 253308 0 0 0 0 0 0 0 0 0 253308 0 0 0 Mark F Gapski 157823 0 0 0 0 0 0 0 0 0 157823 0 0 0 Steven L Weinger Esq 1st. Vice President, Board of Directors 387044 See Sch. O.Mr. Weinger's law firm, Kurzban, Kurban, Wienger and Tetzeli, P.A., provides legal services to Sunrise Community, Inc. 0 Form 990, Part VI, Section B, line 11 The Finance Committee conducts a comprehensive review of the Form 990 before it is filed. A copy of the return, as ultimately filed, is provided to each voting member of the Board of Directors before it is filed with the IRS. Form 990, Part VI, Section B, line 12c The organization's Conflict of Interest policy covers all employees, executives, trustees and Board members. The President & CEO monitors and enforces compliance with the conflict of interest policy. Members of the Board of Directors must fully disclose to the Board Chair any contract, business arrangement, or direct financial interest in a business that contracts or transacts business with the organization. Members of the Board of Trustees, employees and committee members must make such disclosures to the President & CEO. The Board Chair (in matters involving the Board of Directors), or the President & CEO (in matters involving members of the Board of Trustees, employees, and committee members), may decide whether to allow continuing involvement in the discussion and decision process, and to what degree (i.e. discussion only and the member must abstain from voting), before proceeding. The potential conflict of interest is recorded in the minutes or notes of the meeting. Form 990, Part VI, Section B, line 15 The organization uses a comparative process for determining appropriate and just compensation for its Chief Executive Officer, other Officers, and Key Employees inclusive of a review and approval by the Organization's independent Board of Directors. The process includes the use of comparability data of similarly qualified persons in functionally comparable positions in other non-profit organizations of similar size and function. The Chief Executive Officer's compensation is determined by the Executive Committee of the Board of Directors and the compensation of the other Officers and Key Employees is determined by the Chief Executive Officer. The compensation amount is reported to the Board of Directors for their review and approval. This process includes contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangements. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available for public inspection upon request. Form 990, Part XI, line 2c: Oversight of audit and selection of independent accountant The Audit Committee is responsible for the selection, monitoring and evaluation of an independent audit firm and oversight of the audit of its financial statements. There was no change in this process from the prior year. Schedule D, Part XI, Line 8: Net asset transfers to related parties The Sunrise Group's cash management policies require all cash receipts to be transferred to the Sunrise Community, Inc. general operating account. Cash transfers back to the Organization are only made to cover its required cash flow needs, creating a due to/from Sunrise Community, Inc. Since there is no intention to repay these related party balances, any excess cash transfers are considered a permanent transfer of net assets at year end. For the year ended June 30, 2010, net asset transfers to related organizations totalled $1,271,232. Cape Coral Home Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650796731 Assistance and support to persons with disabilities. FL 501(c)(3) 11 The Phineas Corporation Log Cabin Enterprises Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 592398577 Assistance and support to persons with disabilities. FL 501(c)(3) 11 Sunrise Community Services Inc Regional Properties Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 591230233 Leases real property to tax-exempt affiliates. FL 501(c)(3) 11 The Phineas Corporation Resources for Independence Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 631113642 Assistance and support to persons with disabilities. AL 501(c)(3) 9 The Phineas Corporation Resources for Independence of Virginia Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 521929588 Assistance and support to persons with disabilities. VA 501(c)(3) 9 Sunrise 2000 Inc Sunrise 2000 Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650610836 Supports activities of tax-exempt affiliates. FL 501(c)(3) 11 The Phineas Corporation Sunrise Community Foundation Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650021846 Conducts fundraising on behalf of tax-exempt affiliates. FL 501(c)(3) 11 The Phineas Corporation Sunrise Community of Georgia Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650583790 Assistance and support to persons with disabilities. GA 501(c)(3) 9 Sunrise 2000 Inc Sunrise Community of Maryland Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 521929587 Assistance and support to persons with disabilities. MD 501(c)(3) 9 Sunrise 2000 Inc Sunrise Community of New Mexico Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 742795030 Assistance and support to persons with disabilities. NM 501(c)(3) 9 Sunrise 2000 Inc Sunrise Community of North Carolina Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 621604764 Assistance and support to persons with disabilities. NC 501(c)(3) 9 Sunrise 2000 Inc Sunrise Community of Polk County Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650714062 Assistance and support to persons with disabilities. FL 501(c)(3) 9 Sunrise 2000 Inc Sunrise Community of Southwest Florida Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650583793 Assistance and support to persons with disabilities. FL 501(c)(3) 9 The Phineas Corporation Sunrise Community of Tennessee Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 621604765 Assistance and support to persons with disabilities. TN 501(c)(3) 9 Sunrise 2000 Inc Sunrise Community of West Virginia Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 651078651 Assistance and support to persons with disabilities. WV 501(c)(3) 9 Sunrise 2000 Inc Sunrise Community Promotions Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650662341 Sponsors fundraising events for the benefit and support of affiliates. FL 501(c)(3) 7 The Phineas Corporation Sunrise Community Services Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650662366 Assistance and support to persons with disabilities. FL 501(c)(3) 9 Sunrise 2000 Inc Sunrise Northeast Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 061249974 Assistance and support to persons with disabilities. CT 501(c)(3) 9 The Phineas Corporation Sunrise Opportunities Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650118734 Assistance and support to persons with disabilities. FL 501(c)(3) 9 The Phineas Corporation Sunrise United Cerebral Palsy of East Tennessee Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650794479 Assistance and support to persons with disabilities. TN 501(c)(3) 9 Sunrise Community of Tennessee Inc Tech of Collier County Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 591564538 Assistance and support to persons with disabilities. FL 501(c)(3) 9 Sunrise Community of Southwest Florida Inc The Haven Center Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 590668484 Assistance and support to persons with disabilities. FL 501(c)(3) 2 Regional Properties Inc The Phineas Corporation 9040 Sunset Drive Suite 70-B Miami FL 33173 650118726 Holding company. FL 501(c)(3) 11 The Phineas Corporation United Cerebral Palsy Association of Great Hartford Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 060737307 Assistance and support to persons with disabilities. CT 501(c)(3) 9 Sunrise Community Services Inc United Cerebral Palsy Association of Kentucky Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 651066623 Assistance and support to persons with disabilities. KY 501(c)(3) 9 sunrise 2000 Inc United Cerebral Palsy Association of Sarasota-Manatee Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 591796622 Assistance and support to persons with disabilities. FL 501(c)(3) 9 The Phineas Corporation United Cerebral Palsy Association of Savannah & the Golden Isle Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 582355246 Assistance and support to persons with disabilities. GA 501(c)(3) 9 Sunrise Community of Georgia Inc United Cerebral Palsy Association of Tallahassee Inc 9040 Sunset Drive Suite 70-B Miami FL 33173 650493697 Assistance and support to persons with disabilities. FL 501(c)(3) 9 The Phineas Corporation 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 1 1 Regional Properties Inc J 565526 Sunrise Community of Maryland Inc Q 98463 Log Cabin Enterprise Inc Q 105672 The Haven Center Inc Q 1196894 United Cerebral Palsy Association of Greater Hartford Inc Q 185969 Tech of Collier County Inc Q 151485 Sunrise Community of Polk County Inc R 216370 Sunrise Community Promotions Inc Q 115343 Sunrise Community of Southwest Florida Inc Q 56409 Resources for Independence of Virginia Inc R 512679 Sunrise Community of Tennessee Inc R 332197 United Cerebral Palsy Association of Tallahassee Inc R 51391 United Cerebral Palsy Association of Sarasota-Manatee Inc Q 149759 Resources for Independence Inc Q 456793 Sunrise Community Foundation Inc Q 3659 Sunrise Opportunities Inc R 183962 Sunrise Northeast Inc Q 196943 Regional Properties Inc Q 764028 Sunrise Community of Maryland Inc P 91083 Log Cabin Enterprise Inc P 15133 United Cerebral Palsy Association of Greater Hartford Inc P 60012 Tech of Collier County Inc P 57964 Sunrise Community of Polk County Inc P 451939 Sunrise Community Promotions Inc P 25359 United Cerebral Palsy Association of Southwest Florida Inc P 156789 Resources for Independence of Virginia Inc P 164753 Sunrise Community of Tennessee Inc P 1264367 United Cerebral Palsy Association of Tallahassee Inc P 46544 United Cerebral Palsy Association of Sarasota-Manatee Inc P 129498 Resources for Independence Inc P 431521 Sunrise Community Foundations P 648 Sunrise Opportunities Inc P 772167 Sunrise Northeast Inc P 968827 Regional Properties Inc J 562124 The Haven Center Inc P Sunrise Opportunities Inc P