SUNRISE MANOR: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUNRISE MANOR (EIN 42-0805391)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-14
- IRS object ID
- 202632579349301113
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-14T13:04:38-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871438555 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYUN GIVENS & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 100TH ST STE 303 | AddressLine1Txt |
| City | URBANDALE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503223855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420805391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNRISE MANOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNR | BusinessNameControlTxt |
| Phone | 7122763821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5501 GORDON DRIVE | AddressLine1Txt |
| City | SIOUX CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA ROTH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7122763821 | PhoneNum |
| Signature | 2026-09-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY A FRENCH | PreparerPersonNm |
| PTIN | P02443093 | PTIN |
| Phone | 5152253141 | PhoneNum |
| Preparation | 2026-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAMANTHA ROTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5501 GORDON DR | AddressLine1Txt |
| City | SIOUX CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,088,159 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUNRISERETIREMENT.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE HOUSING AND SERVICES TO SIOUXLAND'S ELDERLY IN A WAY THAT ENSURES A PHYSICAL AND CARE ENVIRONMENT WHICH MAXIMIZES THE DIGNITY AND INDEPENDNECE OF EACH RESIDENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 323 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $105,881 | PYContributionsGrantsAmt |
| CY Contributions Grants | $77,971 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,132,989 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,685,588 | CYProgramServiceRevenueAmt |
| PY Investment Income | $206,796 | PYInvestmentIncomeAmt |
| CY Investment Income | $214,096 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,407 | PYOtherRevenueAmt |
| CY Other Revenue | $62,534 | CYOtherRevenueAmt |
| PY Total Revenue | $14,487,073 | PYTotalRevenueAmt |
| CY Total Revenue | $15,040,189 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,105,457 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,203,628 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,369,345 | PYOtherExpensesAmt |
| CY Other Expenses | $6,310,654 | CYOtherExpensesAmt |
| PY Total Expenses | $15,474,802 | PYTotalExpensesAmt |
| CY Total Expenses | $15,514,282 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$987,729 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$474,093 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,604,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,126,351 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,126,157 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,059,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$5,521,582 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$5,932,856 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE HOUSING AND SERVICES TO SIOUXLAND'S ELDERLY IN A WAY THAT ENSURES A PHYSICAL AND CARE ENVIRONMENT WHICH MAXIMIZES THE DIGNITY AND INDEPENDENCE OF EACH RESIDENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $14,134,173 | ExpenseAmt |
| Revenue | $14,685,588 | RevenueAmt |
| Desc | TO PROVIDE SKILLED NURSING AND NURSING FACILITY LEVELS OF CARE WITH A 74 BED NURSING FACILITY, 46 BED ASSISTED LIVING FACILITY, AND 114 INDEPENDENT LIVING UNITS. | Desc |
| Total Program Service Expenses | $14,134,173 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 323 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA ROTH | PersonNm |
| Phone | 7122763821 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5501 GORDON DR | AddressLine1Txt |
| City | SIOUX CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| SAMANTHA ROTH | |||||||
| CEO | 40.00 | Yes (X) | $123,999 | $0 | $49,373 | ||
| CHRIS SCHENKELBERG | |||||||
| ADMINISTRATO | 40.00 | Yes (X) | $108,768 | $0 | $47,308 | ||
| KRISTI LOOFE | |||||||
| DIRECTOR OF | 40.00 | Yes (X) | $81,367 | $0 | $19,570 | ||
| JENNIFER ROSE BASS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRETT BIEBER | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| AMY CALLAGHAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MATT CAMPBELL | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN CRICHTON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PATRICK CROSS | |||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARI GEHLING | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KYLE IRVIN | |||||||
| PAST PRESIDE | 1.00 | $0 | $0 | $0 | Yes (X) | 1.00 | |
| MARY KOVARNA | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SHELLY KROHN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DANIEL MCCARTY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RYAN C ROSS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANNE WESTRA | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LYNN WOLD | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $314,134 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $116,251 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLUE STONE THERAPY | |||||
| 4319 NW URBANDALE DRIVE | URBANDALE | IA | 50322 | THERAPY SERVICE | $475,192 |
| ACCESS SYSTEMS | |||||
| 1055 SE OLSON DR | WAUKEE | IA | 50263 | TECHNOLOGY | $235,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $77,971 | AllOtherContributionsAmt |
| Total Contributions | $77,971 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUES | Desc |
| Total Revenue Column | $14,685,588 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,685,588 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,685,588 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,096 | TotalRevenueColumnAmt |
| Exclusion | $214,096 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,548 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,019 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,529 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,529 | TotalRevenueColumnAmt |
| Exclusion | $11,529 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $81,956 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $30,951 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,005 | TotalRevenueColumnAmt |
| Exclusion | $51,005 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,040,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,685,588 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $276,630 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,134 | TotalAmt |
| Management And General | $314,134 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,426,954 | TotalAmt |
| Program Services | $7,164,779 | ProgramServicesAmt |
| Management And General | $262,175 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,810 | TotalAmt |
| Program Services | $736,618 | ProgramServicesAmt |
| Management And General | $161,192 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,730 | TotalAmt |
| Program Services | $522,055 | ProgramServicesAmt |
| Management And General | $42,675 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,239 | TotalAmt |
| Management And General | $113,239 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,143 | TotalAmt |
| Management And General | $77,143 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850,377 | TotalAmt |
| Program Services | $794,058 | ProgramServicesAmt |
| Management And General | $56,319 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,065,059 | TotalAmt |
| Program Services | $1,065,059 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,278,259 | TotalAmt |
| Program Services | $1,278,259 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,754 | TotalAmt |
| Program Services | $158,178 | ProgramServicesAmt |
| Management And General | $110,576 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT SERVICES | $1,086,272 | $941,200 | $145,072 |
| FOOD | $696,769 | $696,769 | |
| NURSING SUPPLIES | $270,980 | $270,980 | |
| SUPPLIES | $251,636 | $229,889 | $21,747 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,166 | TotalAmt |
| Program Services | $276,329 | ProgramServicesAmt |
| Management And General | $75,837 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,514,282 | TotalAmt |
| Program Services | $14,134,173 | ProgramServicesAmt |
| Management And General | $1,380,109 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,456,709 | BOYAmt |
| EOY | $2,488,039 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,766,103 | BOYAmt |
| EOY | $1,842,535 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $487,190 | BOYAmt |
| EOY | $448,052 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,477 | BOYAmt |
| EOY | $82,307 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,980 | BOYAmt |
| EOY | $122,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $38,103,946 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,637,059 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,894,699 | BOYAmt |
| EOY | $13,466,887 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,449 | BOYAmt |
| EOY | $289,190 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,479,968 | BOYAmt |
| EOY | $2,386,940 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,604,575 | BOYAmt |
| EOY | $21,126,351 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,395,881 | BOYAmt |
| EOY | $1,714,601 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,637,228 | BOYAmt |
| EOY | $5,631,163 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,865,209 | BOYAmt |
| EOY | $19,532,370 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,839 | BOYAmt |
| EOY | $181,073 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,126,157 | BOYAmt |
| EOY | $27,059,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$7,058,282 | BOYAmt |
| EOY | -$7,374,576 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,700 | BOYAmt |
| EOY | $1,441,720 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,521,582 | BOYAmt |
| EOY | -$5,932,856 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,604,575 | BOYAmt |
| EOY | $21,126,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$474,093 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $62,819 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $454,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,881 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $77,971 | CurrentTaxYearAmt |
| Total | $875,266 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,305,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,808,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,828,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,132,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,685,588 | CurrentTaxYearAmt |
| Total | $66,761,179 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,760,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,932,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,941,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,238,870 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,763,559 | CurrentTaxYearAmt |
| Total | $67,636,445 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $67,636,445 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $214,096 | CurrentTaxYearAmt |
| Total | $621,057 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $214,096 | CurrentTaxYearAmt |
| Total | $621,057 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $56,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,407 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,534 | CurrentTaxYearAmt |
| Total | $158,706 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,789,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,968,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,132,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,486,073 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,039,189 | CurrentTaxYearAmt |
| Total | $68,416,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99090 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $205,322 | OtherCostOrOtherBasisAmt |
| Book Value | $205,322 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,898,624 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,637,059 | DepreciationAmt |
| Book Value | $13,261,565 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,466,887 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS LIMITED AS TO USE | $2,003,660 |
| RELATED PARTY RECEIVABLES | $214,430 |
| RIGHT OF USE ASSETS | $168,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,386,940 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASES | Desc |
| Amt | $181,073 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $181,073 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS ADOPTED THE ACCOUNTING STANDARD REGARDING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS." THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT BENEFIT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ADOPTION OF THIS STANDARD HAD NO MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL POSITION, RESULTS OF OPERATIONS, OR CASH FLOW. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOLIDAY CONCERT | Event1Nm |
| Gross Receipts Event1 | $66,726 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $66,726 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,893 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,100 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,746 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $15,230 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $15,230 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $1,712 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $500 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $81,956 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $81,956 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,605 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,246 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $30,951 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $51,005 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| SAMANTHA ROTH | ||||
| CEO | $123,999 | $22,982 | $26,391 | $173,372 |
| CHRIS SCHENKELBERG | ||||
| ADMINISTRATOR | $108,768 | $23,500 | $23,808 | $156,076 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IOWA FINANCE AUTHORITY | BusinessNameLine1Txt |
| Business Name Line2 | IOWA FINANCE AUTHORITY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521699886 | BondIssuerEIN |
| CUSIP | 46247CCC1 | CUSIPNum |
| Bond Issued | 2021-03-11 | BondIssuedDt |
| Issue Price | $21,858,484 | IssuePriceAmt |
| Purpose | REFUND PRIOR BONDS | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,326,114 | RetiredAmt |
| Total Proceeds | $21,858,484 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $437,170 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $21,318,889 | OtherSpentProceedsAmt |
| Substantial Completion | 2021 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | false | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | false | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PURPOSE OF ISSUE DESCRIPTION | FormAndLineReferenceDesc |
| Explanation | IOWA FINANCE AUTHORITY REFUND PRIOR BONDS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE COMPLETED FORM 990 IS MADE AVAILABLE BY EMAIL TO ALL BOARD MEMBERS PRIOR TO A BOARD MEETING (PRIOR TO THE DUE DATE FOR THE RETURN. AT THE MEETING THE FORM 990 IS SUMMARIZED AND REVIEWED, QUESTIONS TAKEN AND DISCUSSION HELD. THE FORM 990 IS THEN AUTHORIZED FOR FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BY PROVIDING EDUCATION TO BOARD MEMBERS ABOUT THE IMPORTANCE OF COMPLIANCE AND TRANSPARENCY ANNUALLY, ALONG WITH PROVIDING THE OPPORTUNITY FOR BOARD MEMBERS TO DISCLOSE ANY CONFLICT OF INTEREST ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE OF THE BOARD GIVES THE PERFORMANCE REVIEW FOR THE CEO. AS MUCH DATA AS CAN BE OBTAINED IS GIVEN TO THE COMMITTEE ABOUT COMPARABLE COMPENSATION-OBTAINED FROM SOURCES LIKE HEALTH CARE WAGE SURVEYS AND LIKE COMMUNITIES IN IOWA. |
| FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FOUNTAIN VIEW ASSISTED LIVING | ||||||||||
| 5501 GORDON DRIVE | SIOUX CITY | IA | 51106 | 421527142 | ASSISTED L | IA | 501C3 | 10 | N/A | false |
| MAPLE HEIGHTS APARTMENTS INC | ||||||||||
| 5501 GORDON DRIVE | SIOUX CITY | IA | 51106 | 421184135 | OWNING AND | IA | 501C4 | 7 | N/A | false |
| MAPLE HEIGHTS ANNEX INC | ||||||||||
| 5501 GORDON DRIVE | SIOUX CITY | IA | 51106 | 421456926 | OWNING AND | IA | 501C4 | 7 | N/A | false |
| SUNRISE EASTVIEW | ||||||||||
| 5501 GORDON DRIVE | SIOUX CITY | IA | 51106 | 273137927 | PROVIDE HO | IA | 501C3 | 10 | N/A | false |
| SUNRISE HILLS | ||||||||||
| 5501 GORDON DRIVE | SIOUX CITY | IA | 51106 | 273137842 | PROVIDE HO | IA | 501C3 | 10 | N/A | false |
| SUNRISE RETIREMENT FOUNDATION | ||||||||||
| 5501 GORDON DRIVE | SIOUX CITY | IA | 51106 | 463211470 | RAISE FUND | IA | 501C3 | 12A | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MAPLE HEIGHTS ANNEX | ||
| Q | $23,612 | ACTUAL |
| MAPLE HEIGHTS APARTMENTS | ||
| Q | $27,306 | ACTUAL |
| MAPLE HEIGHTS ANNEX | ||
| D | $186,276 | ACTUAL |
| SUNRISE RETIREMENT COMMUNITY FOUNDA | ||
| D | $12,535 | ACTUAL |
| MAPLE HEIGHTS APARTMENTS | ||
| D | $15,619 | ACTUAL |
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