2018-02-23T08:32:41-06:00 2017-06-30 593070669 MOORE STEPHENS LOVELACE PA 701 BRICKELL AVENUE SUITE 550 MIAMI FL 33131 990 2016-07-01 650583790 SUNRISE COMMUNITY OF GEORGIA INC SUNR 3055969040 9040 SUNSET DRIVE MIAMI FL 33173 JOHN KELLEHER CHIEF FINANCIAL OFFICER 3055969040 2018-02-22 1 KURT A ALTER CPA P00059492 3058199555 64.132.121.122 2018-02-22 11:25:04 ES P A6970DBB2853E0D2E5FB43C562937A4824D79D77 A6970DBB2853E0D2E5FB43C562937A4824D79D77 2016 2021-01-29 14:40:06Z ZACHARY WRAY 9040 SUNSET DRIVE MIAMI FL 33173 6284916 0 8670 X WWW.SUNRISEGROUP.ORG X 1995 GA THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF PROVIDING HOUSING, SUPERVISION, TRAINING AND THERAPEUTIC, MEDICAL, EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF GEORGIA. THE ORGANIZATION WAS INCORPORATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. 3 2 259 25 0 0 253 0 5496172 6284816 0 0 2 100 5496427 6284916 0 0 0 0 4032386 4317388 0 0 0 1646117 1627410 5678503 5944798 -182076 340118 964389 916640 705273 434280 259116 482360 X THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF PROVIDING HOUSING, SUPERVISION, TRAINING AND THERAPEUTIC, MEDICAL, EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF GEORGIA. THE ORGANIZATION WAS INCORPORATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. 0 0 4990928 6284916 THE CORPORATION WAS ORGANIZED FOR THE PURPOSE OF PROVIDING HOUSING, SUPERVISION, TRAINING AND THERAPEUTIC, MEDICAL, EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF GEORGIA. 4990928 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 259 1 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 GA X JOHN KELLEHER 3055969040 9040 SUNSET DRIVE MIAMI FL 33173 PAULINE A YOUNG EDD DIRECTOR 1.00 8.00 X 0 0 0 RICHARD H MCCARTHY DIRECTOR 1.00 9.00 X 0 0 0 STEVEN M WEINGER ESQ DIRECTOR 1.00 12.00 X 0 0 0 ZACHARY WRAY PRESIDENT 0.50 49.50 X 0 162241 32506 JAMES G WEEKS PHD SECRETARY/TREASURER 0.50 49.50 X 0 240748 32805 LESLIE W LEECH JR FORMER PRESIDENT 2.00 54.00 X 0 379730 34419 0 782719 99730 0 1 1 0 MCKESSON MEDICAL-SURGICAL PO BOX 204786 DALLAS TX 753204786 MEDICAL SERVICES 121501 1 MEDICAID WAIVER REVENU 624310 5973315 5973315 CONTRACT REVENUE 624310 310026 310026 STATE ASSISTANCE INCOM 624310 1475 1475 6284816 MISCELLANEOUS INCOME 900099 100 100 100 6284916 6284916 0 0 3758582 3457396 301186 8720 8027 693 255274 234996 20278 294812 271394 23418 399870 399870 14737 14737 37958 21275 16683 4108 4108 86180 47103 39077 444983 381017 63966 109348 84822 24526 3706 3706 126407 123384 3023 106545 103544 3001 MEDICAL SUPPLIES 138841 138841 FOOD & KITCHEN SUPPLIES 76754 75768 986 PERSONNEL PROCESSING & 25049 308 24741 CLEANING SUPPLIES & SER 20291 20088 203 32633 19259 13374 5944798 4990928 953870 0 5831 350 477672 563121 17229 8140 966520 638050 445613 328470 18044 16559 964389 916640 608439 381432 738 17816 96096 35032 705273 434280 X 259116 482360 259116 482360 964389 916640 X 340118 -116874 X X 0 1 X 1 0 X 253 0 253 2444991 4285020 4629743 5496172 6284816 23140742 2444991 4285020 4629743 5496425 6284816 23140995 0 0 0 23140995 20095 85000 9 2 100 105206 2465086 4370020 4629752 5496427 6284916 23246201 0.99550 0.98790 0.00000 X 1 19078 9895 28973 0 538308 266614 271694 425236 371436 53800 2976 2976 328470 6284916 0 6284916 0 6284916 5944798 0 5944798 0 5944798 PART IV, LINE 1B: THE ORGANIZATION IS A TRUSTEE FOR CLIENT FUNDS WHICH ARE EXPENDED ON BEHALF OF THE CLIENTS FOR PERSONAL ITEMS. THE AMOUNT OF CLIENT FUNDS HELD AND THE OFFSETTING LIABILITY AT JUNE 30, 2017 AND 2016, AMOUNTED TO APPROXIMATELY $29,000 AND $19,100, RESPECTIVELY. THESE AMOUNTS HAVE NOT BEEN INCLUDED ON FORM 990, PART X. 0 0 0 0 0 0 0 0 0 ZACHARY WRAY PRESIDENT 0 161399 0 0 0 842 0 18385 0 14121 0 194747 0 0 JAMES G WEEKS PHD SECRETARY/TREASURER 0 239776 0 0 0 972 0 21000 0 11805 0 273553 0 0 LESLIE W LEECH JR FORMER PRESIDENT 0 204818 0 17500 0 157412 0 24000 0 10419 0 414149 0 0 PART I, LINE 3 SUNRISE COMMUNITY OF GEORGIA, INC.'S PERSONNEL ARE EMPLOYED BY SUNRISE COMMUNITY, INC., A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR SUNRISE COMMUNITY OF GEORGIA, INC.'S CEO: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS SUNRISE 2000, INC. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER, SUNRISE 2000, INC., HAS THE AUTHORITY TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S SOLE MEMBER, SUNRISE 2000, INC., HAS THE AUTHORITY TO REMOVE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 BEFORE IT IS FILED. A COPY OF THE RETURN, AS ULTIMATELY FILED, IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES, EXECUTIVES, TRUSTEES AND BOARD MEMBERS. THE PRESIDENT & CEO MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. MEMBERS OF THE BOARD OF DIRECTORS MUST FULLY DISCLOSE TO THE BOARD CHAIR ANY CONTRACT, BUSINESS ARRANGEMENT, OR DIRECT FINANCIAL INTEREST IN A BUSINESS THAT CONTRACTS OR TRANSACTS BUSINESS WITH THE ORGANIZATION. MEMBERS OF THE BOARD OF TRUSTEES, EMPLOYEES AND COMMITTEE MEMBERS MUST MAKE SUCH DISCLOSURES TO THE PRESIDENT & CEO. THE BOARD CHAIR (IN MATTERS INVOLVING THE BOARD OF DIRECTORS), OR THE PRESIDENT & CEO (IN MATTERS INVOLVING MEMBERS OF THE BOARD OF TRUSTEES, EMPLOYEES, AND COMMITTEE MEMBERS), MAY DECIDE WHETHER TO ALLOW CONTINUING INVOLVEMENT IN THE DISCUSSION AND DECISION PROCESS, AND TO WHAT DEGREE (I.E. DISCUSSION ONLY AND THE MEMBER MUST ABSTAIN FROM VOTING), BEFORE PROCEEDING. THE PERSON WITH THE CONFLICT COMPLETES A FORM THAT IS REVIEWED BY THE CHAIR/CEO AND MAY BE FURTHER REVIEWED BY THE GOVERNANCE COMMITTEE, IF WARRANTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED TO RELATED PARTIES -116,874. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 9 THE SUNRISE GROUP'S CASH MANAGEMENT POLICIES REQUIRE ALL CASH RECEIPTS TO BE TRANSFERRED TO THE SUNRISE COMMUNITY, INC. GENERAL OPERATING ACCOUNT. CASH TRANSFERS BACK TO THE OTHER MEMBERS OF THE SUNRISE GROUP ARE ONLY MADE TO COVER REQUIRED CASH FLOW NEEDS, CREATING A DUE FROM (TO) OTHER MEMBERS OF THE SUNRISE GROUP. SINCE THERE IS NO INTENTION TO REPAY THESE RELATED-PARTY BALANCES, ANY EXCESS CASH TRANSFERS ARE CONSIDERED A PERMANENT TRANSFER OF NET ASSETS AT YEAR END. DURING THE YEARS ENDED JUNE 30, 2017 AND 2016, THE ORGANIZATION HAD NET ASSET TRANSFERS (TO) FROM THE OTHER MEMBERS OF THE SUNRISE GROUP AMOUNTING TO $(116,874) AND $431,322, RESPECTIVELY. CAPE CORAL HOME INC 9040 SUNSET DRIVE MIAMI FL 33173 650796731 DEVELOPMENT OF HOUSING PROJECTS. FL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 0 LOG CABIN ENTERPRISES INC 9040 SUNSET DRIVE MIAMI FL 33173 592398577 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 10 NONE 0 REGIONAL PROPERTIES INC 9040 SUNSET DRIVE MIAMI FL 33173 591260233 LEASES REAL PROPERTY TO TAX-EXEMPT AFFILIATES. FL 501(C)(3) LINE 12B, II THE PHINEAS CORPORATION 0 RESOURCES FOR INDEPENDENCE INC 9040 SUNSET DRIVE MIAMI FL 33173 631113642 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. AL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 0 RESOURCES FOR INDEPENDENCE OF VIRGINIA INC 9040 SUNSET DRIVE MIAMI FL 33173 521929588 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. VA 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE 2000 INC 9040 SUNSET DRIVE MIAMI FL 33173 650610836 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES. FL 501(C)(3) LINE 12A, I THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY FOUNDATION INC 9040 SUNSET DRIVE MIAMI FL 33173 650021846 CONDUCTS FUNDRAISING ON BEHALF OF TAX-EXEMPT AFFILIATES. FL 501(C)(3) LINE 12B, II THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY OF MARYLAND INC 9040 SUNSET DRIVE MIAMI FL 33173 521929587 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. MD 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF NEW MEXICO INC 9040 SUNSET DRIVE MIAMI FL 33173 742795030 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. NM 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF POLK COUNTY INC 9040 SUNSET DRIVE MIAMI FL 33173 650714062 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF TENNESSEE INC 9040 SUNSET DRIVE MIAMI FL 33173 621604765 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. TN 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY PROMOTIONS INC 9040 SUNSET DRIVE MIAMI FL 33173 650662341 SPONSORS FUNDRAISING EVENTS FOR THE BENEFIT AND SUPPORT OF AFFILIATES. FL 501(C)(3) LINE 12B, II THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY SERVICES INC 9040 SUNSET DRIVE MIAMI FL 33173 650662366 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES. FL 501(C)(3) LINE 12A, I SUNRISE 2000 INC 0 SUNRISE COMMUNITY INC 9040 SUNSET DRIVE MIAMI FL 33173 650118730 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 0 SUNRISE OPPORTUNITIES INC 9040 SUNSET DRIVE MIAMI FL 33173 650118734 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 0 TECH OF COLLIER COUNTY INC 9040 SUNSET DRIVE MIAMI FL 33173 591564538 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 10 SUNRISE COMMUNITY SERVICES INC 0 THE HAVEN CENTER INC 9040 SUNSET DRIVE MIAMI FL 33173 590668484 HOLDS TITLE TO REAL PROPERTY FL 501(C)(3) LINE 12B, II REGIONAL PROPERITES INC 0 THE PHINEAS CORPORATION 9040 SUNSET DRIVE MIAMI FL 33173 650118726 HOLDING COMPANY. FL 501(C)(3) LINE 12A, I NONE 0 UNITED CEREBRAL PALSY ASSOCIATION OF GREATER HARTFORD INC 9040 SUNSET DRIVE MIAMI FL 33173 060737307 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. CT 501(C)(3) LINE 10 SUNRISE COMMUNITY SERVICES INC 0 UNITED CEREBRAL PALSY OF SOUTHWEST FLORIDA INC 9040 SUNSET DRIVE MIAMI FL 33173 591796622 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 0 UNITED CEREBRAL PALSY OF SAVANNAH & THE GOLDEN ISLE INC 9040 SUNSET DRIVE MIAMI FL 33173 582355246 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. GA 501(C)(3) LINE 10 SUNRISE 2000 INC 0 UNITED CEREBRAL PALSY OF TALLAHASSEE INC 9040 SUNSET DRIVE MIAMI FL 33173 650493697 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 0 UNITED CEREBRAL PALSY OF TAMPA BAY FOUNDATION INC 9040 SUNSET DRIVE MIAMI FL 33173 300216715 SPONSORS FUNDRAISING EVENTS FOR THE BENEFIT AND SUPPORT OF AFFILIATES. FL 501(C)(3) LINE 12A, I THE PHINEAS CORPORATION 0 UNITED CEREBRAL PALSY OF TAMPA BAY INC 9040 SUNSET DRIVE MIAMI FL 33173 590714818 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 7 THE PHINEAS CORPORATION 0 WORC HAVEN INC 9040 SUNSET DRIVE MIAMI FL 33173 592274454 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 7 SUNRISE COMMUNITY SERVICES INC 0 WORKED ORIENTED REHABILITATION CENTER INC 9040 SUNSET DRIVE MIAMI FL 33173 237026771 ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES. FL 501(C)(3) LINE 7 SUNRISE COMMUNITY SERVICES INC 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0