2025-05-12T10:24:49-05:00 2024-12-31 331498605 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2024-01-01 237010671 SUNSET MANOR INC SUNS 6164572770 725 BALDWIN JENISON MI 49428 STEVE BOSSENBROEK CFO 6164572770 2025-05-08 1 1 ALYSSA M KENT P01701477 2483757100 2025-05-08 2024 2025-03-06 01:10:19Z SUNSET SENIOR COMMUNITIES WATERFORD PLACE STEVE BOSSENBROEK 725 BALDWIN JENISON MI 49428 36157144 0 X WWW.SUNSETCOMMUNITIES.ORG X 1968 MI PROVIDE QUALITY HOUSING AND SERVICES FOR SENIORS IN KENT AND OTTAWA COUNTIES THROUGH THE OPERATION OF SENIOR COMMUNITIES AND HOME HELP SERVICES. 13 13 841 255 0 0 766063 650254 27827159 31844269 2507946 1857820 0 0 31101168 34352343 0 0 0 0 15931035 16339116 0 0 0 16286415 17006203 32217450 33345319 -1116282 1007024 106875334 110973840 78442982 81434461 28432352 29539379 SUNSET SENIOR COMMUNITIES PROVIDES QUALITY SERVICES FOR SENIOR ADULTS IN THE GREATER GRAND RAPIDS METROPOLITAN AREA, IN A SPIRIT OF CHRISTIAN LOVE. 0 0 28300170 31532985 PROVIDE QUALITY ASSISTED LIVING AND INDEPENDENT LIVING HOUSING AND SERVICES INCLUDING TRANSPORTATION, SOCIAL SERVICES, MEALS AT HOME, TO 800+ SENIORS. 264300 224792 PROVIDE HOME HELP AND PRIVATE DUTY TO 60 SENIORS. 459727 86492 NET CORPORATE 29024197 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 35 0 1 841 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X STEVE BOSSENBROEK 6164572770 725 BALDWIN JENISON MI 49428 JIM ALBERS CHAIRMAN 1.00 0.00 X X 0 0 0 JOEL HOLSTEGE VICE CHAIRMAN 1.00 0.00 X X 0 0 0 RAY RINGERWOLE SECRETARY 1.00 0.00 X X 0 0 0 RANDY GOODYKE DIRECTOR 1.00 0.10 X 0 0 0 JIM KROL DIRECTOR 1.00 0.00 X 0 0 0 JEFF KOLK DIRECTOR 1.00 0.10 X 0 0 0 CHRISTOPHER MATTHYSSE DIRECTOR 1.00 0.00 X 0 0 0 DAVID MIEDEMA DIRECTOR 1.00 0.00 X 0 0 0 MARK MORRISON DIRECTOR 1.00 0.00 X 0 0 0 ADAM SENG DIRECTOR 1.00 0.00 X 0 0 0 CHERI SHIPPY DIRECTOR 1.00 0.10 X 0 0 0 LAURA SUTHERLAND DIRECTOR 1.00 0.00 X 0 0 0 DAVID ZONDERVAN DIRECTOR 1.00 0.00 X 0 0 0 CHRISTINA MATZKE PRESIDENT AND CEO 40.00 1.00 X 302739 0 40241 STEVEN BOSSENBROEK CFO AND TREASURER 40.00 1.00 X 261564 0 29146 MELISSA OHM VP HUMAN RESOURCES 40.00 0.00 X 168793 0 32201 SUE HAMM EXECUTIVE DIRECTOR 40.00 0.00 X 161712 0 31299 BEN LEAVELL EXECUTIVE DIRECTOR 40.00 0.00 X 164816 0 31490 EMILY FOSTER EXECUTIVE DIRECTOR 40.00 0.00 X 132343 0 14977 RODNEY COTTS DIRECTOR OF FACILITIES 40.00 0.00 X 113006 0 12405 1304973 0 191759 7 0 1 0 EV CONSTRUCTION 86 EAST 6TH STREET HOLLAND MI 49423 CONSTRUCTION MANAGEMENT 2047463 LAKEWOOD CONSTRUCTION 11253 JAMES STREET HOLLAND MI 49424 CONSTRUCTION MANAGEMENT 933808 ELEVATOR SERVICE INC 823 OTTAWA AVE NW GRAND RAPIDS MI 49503 ELEVATOR CONTRACTOR 852763 ABOVE ROOFING 1731 A DEWENT DR JENISON MI 49428 ROOFING CONTRACTOR 568209 WORKSIGHTED 275 HOOVER BLVD HOLLAND MI 49423 IT SUPPORT 391714 15 650254 650254 RESIDENTIAL CARE 623000 21124882 21124882 OTHER RESIDENT SERVICES 623000 6802482 6802482 ADVANCED FEE REVENUE 623000 3390594 3390594 PROCESSING FEE REVENUE 623000 416000 416000 MEALS REVENUE 624210 109789 109789 522 522 31844269 487789 487789 3174832 1804801 1370031 1370031 1370031 34352343 31844269 0 1857820 633690 633690 12760251 11273706 1486545 430887 379923 50964 1424631 1095772 328859 1089657 938412 151245 8739 8739 189924 97044 92880 114229 114229 701149 558007 143142 194641 102620 92021 100389 36421 63968 552767 374741 178026 2223282 2151889 71393 38331 24966 13365 2780309 2623458 156851 4388841 4229753 159088 811164 399921 411243 MEALS 2370201 2370201 EQUIPMENT RENTAL & MAIN 857125 769514 87611 SUPPLIES 482262 482262 PROVISION FOR BAD DEBT 172856 172856 1019994 942731 77263 33345319 29024197 4321122 0 1735057 4285844 590917 693845 420477 43505 21881 137522 161678 141447430 50305387 88866308 91142043 12083447 12690016 322100 322100 2993550 1338884 106875334 110973840 2772569 2207382 5578889 6079925 41347960 45811817 28743564 27335337 78442982 81434461 X 28432352 29539379 28432352 29539379 106875334 110973840 X 1007024 115923 -15920 X X 0 1 X 1 0 X 2460548 4055928 659512 766063 650254 8592305 32774980 15870800 25297258 27827159 36195625 137965822 35235528 19926728 25956770 28593222 36845879 146558127 0 0 0 146558127 685096 807542 816194 501612 487789 3298233 685096 807542 816194 501612 487789 3298233 35920624 20734270 26772964 29094834 37333668 149856360 0.97800 0.97630 0.02200 0.02370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 891 891 0 PART II-B, LINE 1: A PERCENTAGE OF MEMBERSHIP DUES PAID TO LEADING AGE ARE USED TOWARDS LOBBYING ACTIVITIES. 4702693 4702693 94894618 33784473 61110145 22384085 6191780 16192305 17946716 10329134 7617582 1519318 1519318 91142043 CHARITABLE GIFT ANNUITIES 10787 REFUNDABLE ENTRANCE FEES AND DEPOSITS 26841455 FINANCE LEASE LIABILITY 424069 INTEREST RATE SWAP LIABILITY 59026 27335337 X PART X, LINE 2: THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501 (A) OF THE CODE. THE CORPORATION IS NOT CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR ANY STATE OR LOCAL TAX AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE CORPORATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X X 1 0 0 0 0 0 0 0 0 CHRISTINA MATZKE PRESIDENT AND CEO 302739 0 0 0 0 0 15590 0 24651 0 342980 0 0 0 STEVEN BOSSENBROEK CFO AND TREASURER 261564 0 0 0 0 0 4692 0 24454 0 290710 0 0 0 MELISSA OHM VP HUMAN RESOURCES 168793 0 0 0 0 0 8443 0 23758 0 200994 0 0 0 BEN LEAVELL EXECUTIVE DIRECTOR 164816 0 0 0 0 0 8302 0 23188 0 196306 0 0 0 SUE HAMM EXECUTIVE DIRECTOR 161712 0 0 0 0 0 8281 0 23018 0 193011 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS HAS FORMED A COMPENSATION COMMITTEE AND ENGAGED WITH OUTSIDE COMPENSATION CONSULTANTS TO DETERMINE THE COMPENSATION OF THE CEO AND OTHER EXECUTIVE COMMITTEE MEMBERS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2024. A PUBLIC FINANCE AUTHORITY (I) REVENUE REFUNDING BONDS (SUNSET MANOR INC PR 273866124 NONEAVAIL 2024-07-18 52100000 REFUND EDC CHARTER TOWNSHIP OF GEORGETOWN LTD. OBL. REV. BONDS, SERIES 2021B 0 1 0 A 220000 52100000 542705 10839489 40717807 2026 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 1 0 0 1 1 CHOICE ONE BANK 30.000000000000 0 0 0 0 1 A 0 FORM 990, PART I, ITEM C DBA: SUNSET SENIOR COMMUNITIES WATERFORD PLACE. DBA: SUNSET MANOR & VILLAGES SUNSET AT HOME. DBA: CHRISTIAN HAVEN ROSE GARDEN. DBA: SUNSET ASSOCIATION WATERFORD GLENS. DBA: THE COVE AT WATERFORD FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO ATTEND THE ANNUAL MEETING EACH YEAR AND VOTE ON A SLATE OF BOARD MEMBERS FOR THAT YEAR. THESE MEMBERS ARE ENTRANCE FEE RESIDENTS AND DONORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION ELECT BOARD MEMBERS TO THE GOVERNING BODY AT THE ANNUAL MEETING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE AND CHIEF FINANCIAL OFFICERS, AND DISTRIBUTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES. AFTER THE DISCLOSURE, THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD OR COMMITTEE HAS REASON TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER FURTHER INVESTIGATION, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, IT WILL TAKE THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ENFORCING AND MONITORING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS FORMED A COMPENSATION COMMITTEE AND ENGAGED WITH OUTSIDE COMPENSATION CONSULTANTS TO DETERMINE THE COMPENSATION OF THE CEO AND OTHER EXECUTIVE COMMITTEE MEMBERS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN 2024. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF SWAP AGREEMENT -15,920. SUNSET LEGACY FOUNDATION 725 BALDWIN STREET JENISON MI 49428 453567386 SUPPORTING ORGANIZATION MI 501(C)(3) LINE 12A, I SUNSET MANOR INC 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 SUNSET LEGACY FOUNDATION C 650254 ACTUAL SUNSET LEGACY FOUNDATION L 336888 ACTUAL