SUNNYSIDE PROPERTIES OF SARASOTA INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SUNNYSIDE PROPERTIES OF SARASOTA INC (EIN 59-1751316)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-07
- IRS object ID
- 202441289349302724
- Schema version
- 2022v5.0
- 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 I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T14:26:34-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593070669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSLPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 S ORANGE AVENUE SUITE 600 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591751316 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNNYSIDE PROPERTIES OF SARASOTA INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNN | BusinessNameControlTxt |
| Phone | 9413712750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 BAHIA VISTA STREET | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34232 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FANCHER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9413712750 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | FANCHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY E HARP CPA | PreparerPersonNm |
| PTIN | P00176471 | PTIN |
| Phone | 4077405400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTOPHER MCGEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 BAHIA VISTA STREET | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34232 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,841,323 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUNNYSIDEVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH SERVICES AND PROGRAMS IN A CHRISTIAN ENVIRONMENT TO SENIORS AGE 55 AND OVER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 361 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,918,619 | PYContributionsGrantsAmt |
| CY Contributions Grants | $633,552 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,543,597 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,638,028 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,227,642 | PYInvestmentIncomeAmt |
| CY Investment Income | $950,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,570 | PYOtherRevenueAmt |
| CY Other Revenue | $54,560 | CYOtherRevenueAmt |
| PY Total Revenue | $13,711,428 | PYTotalRevenueAmt |
| CY Total Revenue | $12,276,140 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $47,224 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,078,286 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,634,910 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,020,043 | PYOtherExpensesAmt |
| CY Other Expenses | $7,634,825 | CYOtherExpensesAmt |
| PY Total Expenses | $10,098,329 | PYTotalExpensesAmt |
| CY Total Expenses | $11,316,959 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,613,099 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $959,181 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,627,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,110,163 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,771,779 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,069,792 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,855,591 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,040,371 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF SUNNYSIDE PROPERTIES OF SARASOTA, INC. IS TO ENRICH THE LIVES OF RESIDENTS AGE 55 AND OVER, STAFF AND THE COMMUNITY BY PROVIDING FACILITIES FOR RELATED NOT-FOR-PROFIT ORGANIZATIONS TO PERFORM SERVICES AND OPERATE PROGRAMS IN A CHRISTIAN ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,951,883 | ExpenseAmt |
| Grant | $47,224 | GrantAmt |
| Revenue | $5,013,637 | RevenueAmt |
| Desc | ACCOMMODATIONS WERE PROVIDED FOR APPROXIMATELY 277 INDEPENDENT LIVING RESIDENTS, 56 RESIDENTS REQUIRING ASSISTANCE WITH DAILY ACTIVITIES AND 219 RESIDENTS REQUIRING SKILLED NURSING OR REHABILITATIVE CARE. FACILITIES ARE ROUTINELY UPGRADED TO ENSURE THE PROPERTY IS MAINTAINED IN ORDER TO PROVIDE PLEASANT, SAFE AND SECURE RESIDENT HOMES AND FACILITIES. SUNNYSIDE'S SKILLED NURSING FACILITY MAINTAINS A FIVE-STAR RATED PROGRAM. SUNNYSIDE ALSO MAINTAINS SIGNIFICANTLY HIGHER THAN BENCHMARK SCORES FOR RESIDENT SATISFACTION IN INDEPENDENT LIVING INCLUDING SUCH FACTORS AS OVERALL SATISFACTION, VALUE FOR PRICE PAID, LONG-TERM CONFIDENCE IN THE FACILITY, FULFILLMENT OF ITS MISSION STATEMENT AND "WOULD YOU RECOMMEND SUNNYSIDE VILLAGE TO A FRIEND." | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,464,600 | ExpenseAmt |
| Revenue | $5,624,391 | RevenueAmt |
| Desc | SUNNYSIDE VILLAGE PROVIDED SERVICES TO A 226-UNIT INDEPENDENT LIVING RETIREMENT COMMUNITY FOR APPROXIMATELY 277 RESIDENTS AGED 55 AND OLDER, PROVIDING DINING SERVICES, MAINTENANCE, 24-HOUR CAMPUS PATROL, EMERGENCY CALL SYSTEMS INCLUDING PERSONAL CALL PENDANTS, COMMUNITY EVENTS, ACTIVITIES, WELLNESS INITIATIVES, AND TRANSPORTATION OPTIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,416,483 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 361 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID FANCHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9413712750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5201 BAHIA VISTA STREET | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34232 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CURTIS ROSS II | |||||||||
| CHAIR | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WADE HARRIS | |||||||||
| VICE CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KJELL PURNELL | |||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KATHY BENDER | |||||||||
| SECRETARY | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BETH EBERSOLE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT POHL | |||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL KORNHAUS | |||||||||
| DIRECTOR | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS MCGEE | |||||||||
| CEO/EXECUTIVE DIRECTOR | 25.00 | 20.00 | Yes (X) | $195,713 | $0 | $11,871 | |||
| TIMOTHY HURLEY | |||||||||
| DIRECTOR OF FINANCING | 30.00 | 16.00 | Yes (X) | $142,180 | $0 | $16,347 | |||
| ALEXANDRA MALIWACKI | |||||||||
| DIRECTOR OF HEALTH SERVICE | 1.00 | 45.00 | $176,503 | $0 | $20,200 | Yes (X) | |||
| CHANDA POLLOCK | |||||||||
| DIRECTOR OF THERAPY | 1.00 | 45.00 | $114,614 | $0 | $495 | Yes (X) | |||
| LYNN EBY | |||||||||
| DIRECTOR OF CAMPUS SERVICE | 1.00 | 45.00 | $108,590 | $0 | $11,003 | Yes (X) | |||
| SEAN MCCLORY | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 1.00 | 45.00 | $101,933 | $0 | $852 | Yes (X) | |||
| LINDA YODER | |||||||||
| RN | 1.00 | 45.00 | $100,592 | $0 | $570 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $940,125 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,338 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MCINTYRE ELWELL & STRAMMER GENERAL CONTR | |||||
| 1645 BARBER ROAD | SARASOTA | FL | 34240 | GENERAL CONTRACTOR | $2,101,504 |
| CLASSIC FLOORS | |||||
| 3829 CLARK ROAD | SARASOTA | FL | 34233 | FLOORING | $244,715 |
| COMCAST CABLE | |||||
| PO BOX 71211 | CHARLOTTE | NC | 28272 | CABLE SERVICES | $236,224 |
| CHENEY BROTHERS INC | |||||
| 2801 W SILVER SPRINGS BLVD | OCALA | FL | 34475 | DIETARY SERVICES | $235,644 |
| GORDON FOOD SERVICE | |||||
| PO BOX 88029 | CHICAGO | IL | 60680 | DIETARY SERVICES | $202,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $529,712 | GovernmentGrantsAmt |
| All Other Contributions | $103,840 | AllOtherContributionsAmt |
| Total Contributions | $633,552 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICE FEES | 623990 | $8,768,931 | $8,768,931 |
| RENT FROM TAX-EXEMPT AFFILIATE | 623990 | $1,055,400 | $1,055,400 |
| MANAGEMENT FEES | 623990 | $693,960 | $693,960 |
| ANCILLARY SERVICES | 623990 | $119,737 | $119,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,638,028 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $432,527 | TotalRevenueColumnAmt |
| Exclusion | $432,527 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,560 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,560 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,560 | TotalRevenueColumnAmt |
| Exclusion | $54,560 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,082,656 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,552,040 | SecuritiesAmt |
| Other | $13,143 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $530,616 | SecuritiesAmt |
| Other | -$13,143 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $517,473 | TotalRevenueColumnAmt |
| Exclusion | $517,473 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,276,140 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,638,028 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,004,560 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,224 | TotalAmt |
| Program Services | $47,224 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,267 | TotalAmt |
| Management And General | $571,267 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,448,039 | TotalAmt |
| Program Services | $1,607,667 | ProgramServicesAmt |
| Management And General | $840,372 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,113 | TotalAmt |
| Program Services | $26,070 | ProgramServicesAmt |
| Management And General | $61,043 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,147 | TotalAmt |
| Program Services | $154,546 | ProgramServicesAmt |
| Management And General | $146,601 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,344 | TotalAmt |
| Program Services | $125,471 | ProgramServicesAmt |
| Management And General | $101,873 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,680 | TotalAmt |
| Program Services | $121,680 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,133 | TotalAmt |
| Program Services | $15,283 | ProgramServicesAmt |
| Management And General | $850 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,493 | TotalAmt |
| Management And General | $71,493 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,275 | TotalAmt |
| Management And General | $77,275 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $594,365 | TotalAmt |
| Program Services | $85,072 | ProgramServicesAmt |
| Management And General | $509,293 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,679 | TotalAmt |
| Management And General | $65,679 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,885 | TotalAmt |
| Management And General | $24,885 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,935 | TotalAmt |
| Program Services | $2,150 | ProgramServicesAmt |
| Management And General | $127,785 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,836,266 | TotalAmt |
| Program Services | $1,803,716 | ProgramServicesAmt |
| Management And General | $32,550 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,005 | TotalAmt |
| Program Services | $21,300 | ProgramServicesAmt |
| Management And General | $25,705 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,531 | TotalAmt |
| Program Services | $22,281 | ProgramServicesAmt |
| Management And General | $23,250 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,134 | TotalAmt |
| Program Services | $947,134 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,490,717 | TotalAmt |
| Program Services | $2,490,717 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,183 | TotalAmt |
| Program Services | $379,386 | ProgramServicesAmt |
| Management And General | $78,797 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESIDENT DIETARY | $538,714 | $538,714 | |
| MISCELLANEOUS | $141,758 | $141,758 | |
| RESIDENT ACTIVITIES | $23,846 | $23,846 | |
| SUPPLIES | $4,226 | $4,226 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,316,959 | TotalAmt |
| Program Services | $8,416,483 | ProgramServicesAmt |
| Management And General | $2,900,476 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $800 | BOYAmt |
| EOY | $800 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $826,150 | BOYAmt |
| EOY | $497,099 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,371 | BOYAmt |
| EOY | $3,194,815 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,646 | BOYAmt |
| EOY | $21,964 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,368 | BOYAmt |
| EOY | $1,050,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $64,958,176 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,940,114 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,786,542 | BOYAmt |
| EOY | $39,018,062 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,070,392 | BOYAmt |
| EOY | $18,992,509 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,066 | BOYAmt |
| EOY | $31,410 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,035 | BOYAmt |
| EOY | $302,684 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,627,370 | BOYAmt |
| EOY | $63,110,163 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,819,667 | BOYAmt |
| EOY | $1,197,389 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,210,577 | BOYAmt |
| EOY | $14,208,329 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,678,055 | BOYAmt |
| EOY | $21,206,784 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,063,480 | BOYAmt |
| EOY | $457,290 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,771,779 | BOYAmt |
| EOY | $37,069,792 | 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 | $24,855,591 | BOYAmt |
| EOY | $26,040,371 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,855,591 | BOYAmt |
| EOY | $26,040,371 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,627,370 | BOYAmt |
| EOY | $63,110,163 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $959,181 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $225,599 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $81,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,918,619 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $633,552 | CurrentTaxYearAmt |
| Total | $2,810,391 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,096,876 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,981,382 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,580,412 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,518,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,638,028 | CurrentTaxYearAmt |
| Total | $47,814,948 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,178,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,053,487 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,684,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,436,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,271,580 | CurrentTaxYearAmt |
| Total | $50,625,339 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $50,625,339 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,068,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $621,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $599,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $535,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,087 | CurrentTaxYearAmt |
| Total | $3,311,270 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,068,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $621,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $599,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $535,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $487,087 | CurrentTaxYearAmt |
| Total | $3,311,270 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,246,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,674,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,284,620 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,971,956 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,758,667 | CurrentTaxYearAmt |
| Total | $53,936,609 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92150 | PublicSupportPY509Pct |
| Investment Income CY | 0.06140 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07850 | 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 | $1,081,409 | OtherCostOrOtherBasisAmt |
| Book Value | $1,081,409 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,341,063 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,624,143 | DepreciationAmt |
| Book Value | $33,716,920 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,821,019 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,645,042 | DepreciationAmt |
| Book Value | $2,175,977 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,660,478 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,670,929 | DepreciationAmt |
| Book Value | $989,549 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,054,207 | OtherCostOrOtherBasisAmt |
| Book Value | $1,054,207 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,018,062 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE DEPOSITS ON INDEPENDENT LIVING UNITS | Desc |
| Amt | $457,290 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $457,290 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA AND HAS BEEN GRANTED RECOGNITION OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, NO INCOME TAX LIABILITY OR PROVISION FOR INCOME TAXES IS REFLECTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. AS OF JUNE 30, 2023, WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR ITS FEDERAL INCOME TAX RETURNS PRIOR TO 2020. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | HURRICANE IAN RELIEF | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $47,224 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRIS MCGEE | ||||||||||||||
| CEO/EXECUTIVE DIRECTOR | $195,713 | $0 | $0 | $0 | $0 | $0 | $2,400 | $0 | $9,471 | $0 | $207,584 | $0 | $0 | $0 |
| ALEXANDRA MALIWACKI | ||||||||||||||
| DIRECTOR OF HEALTH SERVICE | $176,503 | $0 | $0 | $0 | $0 | $0 | $19,500 | $0 | $700 | $0 | $196,703 | $0 | $0 | $0 |
| TIMOTHY HURLEY | ||||||||||||||
| DIRECTOR OF FINANCING | $142,180 | $0 | $0 | $0 | $0 | $0 | $8,441 | $0 | $7,906 | $0 | $158,527 | $0 | $0 | $0 |
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 | SARASOTA COUNTY HEALTH FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 352542713 | BondIssuerEIN |
| CUSIP | 80329U8K4 | CUSIPNum |
| Bond Issued | 2018-06-12 | BondIssuedDt |
| Issue Price | $22,980,555 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,025,000 | RetiredAmt |
| Total Proceeds | $22,980,555 | TotalProceedsAmt |
| In Reserve Fund | $1,401,612 | InReserveFundAmt |
| Capitalized Interest | $996,061 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $567,415 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $20,002,969 | CapitalExpendituresAmt |
| Other Spent Proceeds | $12,498 | OtherSpentProceedsAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, COLUMN F | FormAndLineReferenceDesc |
| Explanation | PROCEEDS WERE USED TO CONSTRUCT AND EQUIP A NEW SKILLED NURSING REHABILITATION FACILITY, RENOVATE AND EQUIP THE EXISTING FACILITY FOR USE AS AN 18-BED MEMORY CARE PROGRAM, FUND A DEBT SERVICE RESERVE FUND, AND PAY A PORTION OF THE COST OF ISSUANCE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN EBY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $120,559 | TransactionAmt |
| Transaction | EMPLOYEE COMPENSATION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LYNN EBY IS AN EMPLOYEE AND HAS A FAMILY RELATIONSHIP WITH A MEMBER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS CORPORATE MEMBERS. EIGHT AREA MENNONITE SPONSORING CHURCHES ELECT/APPOINT CORPORATE MEMBERS WHOSE PRIMARY RESPONSIBILITY IS TO ELECT THE BOARD OF DIRECTORS OF SUNNYSIDE PROPERTIES OF SARASOTA, INC. THE CORPORATE MEMBERS ALSO HAVE THE RIGHT TO AMEND CORPORATE BY-LAWS AND REMOVE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SUNNYSIDE CORPORATE MEMBERS CONDUCT AN ANNUAL MEETING IN SEPTEMBER TO REPORT ON THE BUSINESS OF THE PRIOR FISCAL YEAR AND TO ELECT NEW BOARD MEMBERS. IN ACCORDANCE WITH THE BY-LAWS, CORPORATE MEMBERS VOTE ON THE BOARD NOMINEES ON THE SLATE AT THE ANNUAL MEETING IN ORDER TO APPOINT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | IN ACCORDANCE WITH THE ORGANIZATION'S BY-LAWS, EACH MEMBER HAS ONE VOTE FOR ANY MATTER CONSIDERED IN A MEETING, EITHER ANNUAL OR SPECIAL. THE BOARD OF DIRECTORS IS SELECTED AT THE ANNUAL MEETING. POWER TO AMEND BY-LAWS AND THE ARTICLES OF INCORPORATION IS RESERVED TO THE CORPORATE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS MEETS WITH THE OPERATIONAL OFFICERS OF THE ORGANIZATION TO REVIEW THE FORM 990 PRIOR TO FILING. UPON REVIEW AND ACCEPTANCE BY THE FINANCE COMMITTEE, WITH UPDATES AND REVISIONS AS NECESSARY, COPIES OF THE FINAL 990 ARE PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS, OFFICERS AND KEY STAFF AS PART OF THE ANNUAL REORGANIZATIONAL MEETING IN SEPTEMBER. BOARD MEMBERS, OFFICERS AND KEY STAFF SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENTS AT THAT TIME. INDIVIDUALS ARE ADVISED TO REVIEW THEIR STATUS REGULARLY AND REPORT ANY ISSUES THAT WOULD REQUIRE AN UPDATE TO THEIR CONFLICT OF INTEREST STATEMENT. PERSONS WITH A CONFLICT ARE EXPECTED TO REFRAIN FROM ANY DISCUSSIONS AND ABSTAIN FROM ANY VOTING ON ALL MATTERS IN WHICH A POTENTIAL CONFLICT IS IDENTIFIED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS A BI-ANNUAL REVIEW OF THE CEO WITH INPUT FROM VARIOUS SOURCES AMONG DIRECTORS, STAFF AND SUNNYSIDE RESIDENTS. RESULTS ARE COMPILED AND REVIEWED ALONG WITH A REVIEW OF THE PRIOR YEAR'S PERFORMANCE AGAINST ESTABLISHED GOALS IN ORDER TO DEVELOP A COMPENSATION PACKAGE. AFTER COMPARING TO PEER GROUPS THROUGH INDUSTRY COMPENSATION STUDIES, THE PERSONNEL COMMITTEE DRAFTS A COMPENSATION PACKAGE FOR DISCUSSION BY THE BOARD. BOARD DISCUSSION AND APPROVAL OF THE FINAL COMPENSATION PACKAGE IS COMPLETED IN AN EXECUTIVE SESSION OF A BOARD MEETING COMPENSATION PACKAGES FOR OTHER OFFICERS AND EXECUTIVE LEVEL STAFF ARE ESTABLISHED BY THE CEO AFTER ANNUAL REVIEWS AND COMPARISON AGAINST INDUSTRY COMPENSATION STUDIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY INCLUDING THE INDIVIDUALLY SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENTS, THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE BY REQUEST IN THE CORPORATE OFFICES LOCATED ON THE SUNNYSIDE VILLAGE CAMPUS. THE FORM 990 IS ALSO AVAILABLE FOR PUBLIC REVIEW ON THE GUIDESTAR.ORG WEBSITE. |
| FORM 990, PART XII, LINE 2C: | OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE FINANCE 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 R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| SUNNYSIDE RETIREMENT INC | ||||||||||
| 5201 BAHIA VISTA ST | SARASOTA | FL | 34232 | 592562598 | INACTIVE | FL | 501(C)(3) | LINE 10 | SUNNYSIDE PROPERTIES OF SARASOTA INC | Yes (1) |
| SUNNYSIDE HEALTH SERVICES INC | ||||||||||
| 5201 BAHIA VISTA ST | SARASOTA | FL | 34232 | 592562599 | SKILLED NURSING FACILITY AND ASSISTED LIVING FACILITY | FL | 501(C)(3) | LINE 10 | SUNNYSIDE PROPERTIES OF SARASOTA INC | Yes (1) |
| SUNNYSIDE FOUNDATION INC | ||||||||||
| 5201 BAHIA VISTA ST | SARASOTA | FL | 34232 | 592561967 | RESIDENT ASSISTANCE | FL | 501(C)(3) | LINE 7 | SUNNYSIDE PROPERTIES OF SARASOTA INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SUNNYSIDE HEALTH SERVICES INC | ||
| A | $1,055,400 | FMV |
| SUNNYSIDE HEALTH SERVICES INC | ||
| L | $567,840 | FMV |
| SUNNYSIDE HEALTH SERVICES INC | ||
| M | $182,640 | FMV |
| SUNNYSIDE HEALTH SERVICES INC | ||
| Q | $75,480 | FMV |
| SUNNYSIDE FOUNDATION INC | ||
| L | $50,640 | FMV |