SUNSET MANOR INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SUNSET MANOR INC (EIN 23-7010671)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-30
- IRS object ID
- 201431819349300618
- Schema version
- 2013v3.0
- 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 | 2014-06-30T14:41:35-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 49002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237010671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNSET MANOR INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUNS | BusinessNameControlTxt |
| Phone | 6164572770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 BALDWIN | AddressLine1 |
| City | JENISON | City |
| State | MI | State |
| ZIP Code | 49428 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE ZUIDERVEEN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6164572770 | PhoneNum |
| Signature | 2014-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL LALONDE CPA | PreparerPersonNm |
| PTIN | P00181637 | PTIN |
| Phone | 2695674500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKCREST SUNSET ASSOCIATION ROSE GARDEN | BusinessNameLine1 |
| Business Name Line2 | WATERFORD PLACE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHAD TUTTLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 BALDWIN | AddressLine1 |
| City | JENISON | City |
| State | MI | State |
| ZIP Code | 49428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,126,465 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SUNSETCOMMUNITIES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE QUALITY HOUSING AND SERVICES FOR SENIORS IN THE GREATER GRAND RAPIDS AREA THROUGH THE OPERATION OF A RETIREMENT COMMUNITY, A SKILLED NURSING FACILITY AND HOME HEALTH SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 857 | TotalEmployeeCnt |
| Total Volunteers | 360 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $348,646 | PYContributionsGrantsAmt |
| CY Contributions Grants | $393,947 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,184,726 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,484,392 | CYProgramServiceRevenueAmt |
| PY Investment Income | $236,948 | PYInvestmentIncomeAmt |
| CY Investment Income | $585,503 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,488 | PYOtherRevenueAmt |
| CY Other Revenue | $60,865 | CYOtherRevenueAmt |
| PY Total Revenue | $24,825,808 | PYTotalRevenueAmt |
| CY Total Revenue | $27,524,707 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,825,185 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,804,007 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,965 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $9,032 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $248,203 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,641,046 | PYOtherExpensesAmt |
| CY Other Expenses | $12,354,386 | CYOtherExpensesAmt |
| PY Total Expenses | $24,468,196 | PYTotalExpensesAmt |
| CY Total Expenses | $26,167,425 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $357,612 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,357,282 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,640,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,301,021 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $57,065,755 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,282,575 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,574,312 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,018,446 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SUNSET ASSOCIATION PROVIDES QUALITY SERVICES FOR SENIOR ADULTS IN THE GREATER GRAND RAPIDS METROPOLITAN AREA, IN A SPIRIT OF CHRISTIAN LOVE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,043,197 | ExpenseAmt |
| Revenue | $15,769,212 | RevenueAmt |
| Desc | PROVIDE QUALITY ASSISTED LIVING AND INDEPENDENT LIVING HOUSING AND SERVICES INCLUDING TRANSPORTATION, SOCIAL SERVICES, MEALS AT HOME,TO 611 SENIORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,873,069 | ExpenseAmt |
| Revenue | $9,792,923 | RevenueAmt |
| Desc | SKILLED NURSING CARE FOR 683 PERSONS WITH PHYSICAL AND DEMENTIA NEEDS REQUIRING 24 HOUR LICENSED NURSING CARE BOTH LONG TERM AND SHORT TERM REHABILITATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,141,839 | ExpenseAmt |
| Revenue | $922,257 | RevenueAmt |
| Desc | PROVIDE SHORT TERM HOME HEALTH SERVICES INCLUDING NURSING, PHYSICAL THERAPY, AND PRIVATE DUTY TO 480 SENIORS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $22,058,105 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | 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 | 857 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE ZUIDERVEEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6164572770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 BALDWIN | AddressLine1 |
| City | JENISON | City |
| State | MI | State |
| ZIP Code | 49428 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 |
|---|---|---|---|---|---|---|---|
| GARY POPMA | |||||||
| PRESIDENT | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAL MATTHYSSE | |||||||
| VICE PRESIDENT | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY KAPTEIN | |||||||
| TREASURER | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DENNIS BUSH | |||||||
| VICAR | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MITCH DYKSTRA | |||||||
| SECRETARY | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUDY BAKER | |||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JIM DEVRIES | |||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DOUG HAVEMAN | |||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| JOHN BAATENBURG | |||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DEB DETERS | |||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DARYLE KUIPER | |||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| KEN KOPPENOL | |||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DAVE ZONDERVAN | |||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| HENRIETTA BYKER | |||||||
| RESIDENT REPRESENTATIVE | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CONRAD BULT | |||||||
| RESIDENT REPRESENTATIVE | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CHAD TUTTLE | |||||||
| CEO | 40.00 | 0.10 | Yes (X) | $144,423 | $0 | $21,245 | |
| STEVE ZUIDERVEEN | |||||||
| CFO | 40.00 | 0.10 | Yes (X) | $109,769 | $0 | $19,718 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $254,192 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,963 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROGRESSIVE AE | |||||
| 1811 4 MILE ROAD NE | GRAND RAPIDS | MI | 49525 | ENGINEERING DESIGN | $566,586 |
| OMNICARE PHARMACY | |||||
| PO BOX 715268 | COLUMBUS | OH | 43271 | PHARMACY SERVICES | $250,099 |
| INCITO TECHNOLOGY SOLUTIONS | |||||
| 5222 33RD ST SE | GRAND RAPIDS | MI | 49512 | INFORMATION TECHNOLOGY | $171,624 |
| DIAMOND RECOVERY | |||||
| 41115 JO DRIVE SUITE 200 | NOVI | MI | 48375 | FLOOD REMEDIATION | $160,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $110,577 | FundraisingAmt |
| All Other Contributions | $283,370 | AllOtherContributionsAmt |
| Total Contributions | $393,947 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL CARE | 623000 | $24,206,354 | $24,206,354 |
| ADVANCED FEE REVENUE | 623000 | $1,051,101 | $1,051,101 |
| OTHER RESIDENT SERVICES | 623000 | $911,729 | $911,729 |
| PROCESSING FEE REVENUE | 623000 | $193,000 | $193,000 |
| MEALS REVENUE | 722210 | $122,208 | $122,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,484,392 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $257,883 | TotalRevenueColumnAmt |
| Exclusion | $257,883 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $92,804 | 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 | $92,804 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,804 | TotalRevenueColumnAmt |
| Exclusion | $92,804 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,897,439 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,569,819 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $327,620 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $327,620 | TotalRevenueColumnAmt |
| Exclusion | $327,620 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $110,577 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $31,939 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$31,939 | TotalRevenueColumnAmt |
| Exclusion | -$31,939 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,524,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,484,392 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $646,368 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,155 | TotalAmt |
| Management And General | $295,155 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,225,150 | TotalAmt |
| Program Services | $10,640,709 | ProgramServicesAmt |
| Management And General | $515,276 | ManagementAndGeneralAmt |
| Fundraising | $69,165 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,077 | TotalAmt |
| Program Services | $316,077 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086,289 | TotalAmt |
| Program Services | $472,082 | ProgramServicesAmt |
| Management And General | $603,036 | ManagementAndGeneralAmt |
| Fundraising | $11,171 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $881,336 | TotalAmt |
| Program Services | $764,418 | ProgramServicesAmt |
| Management And General | $111,013 | ManagementAndGeneralAmt |
| Fundraising | $5,905 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,409 | TotalAmt |
| Management And General | $17,409 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,288 | TotalAmt |
| Program Services | $17,109 | ProgramServicesAmt |
| Management And General | $54,179 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,032 | TotalAmt |
| Fundraising | $9,032 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,689 | TotalAmt |
| Management And General | $26,689 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,864 | TotalAmt |
| Program Services | $284,022 | ProgramServicesAmt |
| Management And General | $497,842 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,157 | TotalAmt |
| Program Services | $21,637 | ProgramServicesAmt |
| Management And General | $79,027 | ManagementAndGeneralAmt |
| Fundraising | $98,493 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,431 | TotalAmt |
| Program Services | $141,857 | ProgramServicesAmt |
| Management And General | $604,654 | ManagementAndGeneralAmt |
| Fundraising | $24,920 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,330,723 | TotalAmt |
| Program Services | $1,182,573 | ProgramServicesAmt |
| Management And General | $148,150 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,624 | TotalAmt |
| Program Services | $33,080 | ProgramServicesAmt |
| Management And General | $69,471 | ManagementAndGeneralAmt |
| Fundraising | $73 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,496 | TotalAmt |
| Program Services | $16,641 | ProgramServicesAmt |
| Management And General | $56,855 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,551,438 | TotalAmt |
| Program Services | $1,499,867 | ProgramServicesAmt |
| Management And General | $51,571 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,477,764 | TotalAmt |
| Program Services | $2,012,846 | ProgramServicesAmt |
| Management And General | $438,567 | ManagementAndGeneralAmt |
| Fundraising | $26,351 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,357 | TotalAmt |
| Program Services | $22,825 | ProgramServicesAmt |
| Management And General | $143,532 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEALS | $2,004,524 | $2,004,524 | |
| QAAP TAX | $870,122 | $870,122 | |
| SUPPLIES | $774,674 | $774,236 | $438 |
| EQUIPMENT RENTAL & MAIN | $672,618 | $604,502 | $68,116 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,208 | TotalAmt |
| Program Services | $378,978 | ProgramServicesAmt |
| Management And General | $80,137 | ManagementAndGeneralAmt |
| Fundraising | $3,093 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,167,425 | TotalAmt |
| Program Services | $22,058,105 | ProgramServicesAmt |
| Management And General | $3,861,117 | ManagementAndGeneralAmt |
| Fundraising | $248,203 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,948,449 | BOYAmt |
| EOY | $4,863,342 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,803,178 | BOYAmt |
| EOY | $67,356 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,338,957 | BOYAmt |
| EOY | $1,457,323 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,926 | BOYAmt |
| EOY | $142,262 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,470 | BOYAmt |
| EOY | $126,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $75,724,940 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,853,914 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,990,469 | BOYAmt |
| EOY | $43,871,026 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,937,726 | BOYAmt |
| EOY | $17,349,288 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,000 | BOYAmt |
| EOY | $633,605 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,892 | BOYAmt |
| EOY | $790,288 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,640,067 | BOYAmt |
| EOY | $69,301,021 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,322,244 | BOYAmt |
| EOY | $1,655,670 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,582,724 | BOYAmt |
| EOY | $4,251,653 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,320,000 | BOYAmt |
| EOY | $34,130,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,840,787 | BOYAmt |
| EOY | $16,245,252 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,065,755 | BOYAmt |
| EOY | $56,282,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,574,312 | BOYAmt |
| EOY | $13,018,446 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,574,312 | BOYAmt |
| EOY | $13,018,446 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,640,067 | BOYAmt |
| EOY | $69,301,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,357,282 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,437,795 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $649,057 | 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 | $170,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $356,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $356,990 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $348,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $393,947 | CurrentTaxYearAmt |
| Total | $1,626,397 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,376,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,591,119 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,797,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,184,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,484,392 | CurrentTaxYearAmt |
| Total | $121,434,751 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,547,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,947,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,154,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,533,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,878,339 | CurrentTaxYearAmt |
| Total | $123,061,148 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $143,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,453 | CurrentTaxYearMinus1YearAmt |
| Total | $249,540 | 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) |
|---|---|---|
| Current Tax Year Minus3 Years | $143,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,453 | CurrentTaxYearMinus1YearAmt |
| Total | $249,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $122,811,608 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $208,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $196,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $350,687 | CurrentTaxYearAmt |
| Total | $1,169,230 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $193,337 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $208,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $196,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $220,346 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $350,687 | CurrentTaxYearAmt |
| Total | $1,169,230 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,740,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,155,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,351,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,753,718 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,229,026 | CurrentTaxYearAmt |
| Total | $124,230,378 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98860 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98780 | PublicSupportPY509Pct |
| Investment Income CY | 0.00940 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01010 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,879,995 | BeginningYearBalanceAmt |
| Contributions | $382,083 | ContributionsAmt |
| Investment Earnings Or Losses | $686,960 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $126,950 | OtherExpendituresAmt |
| Administrative Expenses | $51,571 | AdministrativeExpensesAmt |
| End Year Balance | $4,770,517 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,278,393 | BeginningYearBalanceAmt |
| Contributions | $344,307 | ContributionsAmt |
| Investment Earnings Or Losses | $406,933 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $95,929 | OtherExpendituresAmt |
| Administrative Expenses | $53,709 | AdministrativeExpensesAmt |
| End Year Balance | $3,879,995 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,185,680 | BeginningYearBalanceAmt |
| Contributions | $356,990 | ContributionsAmt |
| Investment Earnings Or Losses | -$79,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $123,904 | OtherExpendituresAmt |
| Administrative Expenses | $61,000 | AdministrativeExpensesAmt |
| End Year Balance | $3,278,393 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,492,046 | BeginningYearBalanceAmt |
| Contributions | $356,355 | ContributionsAmt |
| Investment Earnings Or Losses | $465,843 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $78,098 | OtherExpendituresAmt |
| Administrative Expenses | $50,466 | AdministrativeExpensesAmt |
| End Year Balance | $3,185,680 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,867,866 | BeginningYearBalanceAmt |
| Contributions | $198,327 | ContributionsAmt |
| Investment Earnings Or Losses | $536,585 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $59,953 | OtherExpendituresAmt |
| Administrative Expenses | $50,779 | AdministrativeExpensesAmt |
| End Year Balance | $2,492,046 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,581,693 | OtherCostOrOtherBasisAmt |
| Book Value | $4,581,693 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,203,484 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,731,065 | DepreciationAmt |
| Book Value | $29,472,419 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,544,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,557,316 | DepreciationAmt |
| Book Value | $2,986,876 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,423,745 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,223,983 | DepreciationAmt |
| Book Value | $5,199,762 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,971,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,341,550 | DepreciationAmt |
| Book Value | $1,630,276 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $43,871,026 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITIES | $194,949 |
| INTEREST RATE SWAP LIABILITY | $1,320,458 |
| REFUNDABLE ENTRANCE FEES AND DEPOSITS | $14,729,845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,245,252 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,616,809 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,437,795 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $649,057 | OtherRevenueAmt |
| Revenue Not Reported | $2,086,852 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,529,957 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $26,689 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$31,939 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$5,250 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,524,707 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,172,675 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $31,939 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $31,939 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,140,736 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $26,689 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $26,689 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,167,425 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PROVIDE BENEVOLENCE FOR RESIDENTS WHO HAVE OUTLIVED THEIR FUNDS. PROVIDE FUNDS FOR SPECIFIC CAPITAL PROJECTS AS DETERMINED BY THE BOARD OF DIRECTORS OR AS DESIGNATED BY DONORS. |
| 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, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CORPORATION'S FEDERAL INCOME TAX RETURNS FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2010 ARE NO LONGER SUBJECT TO EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 649,057. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -31,939. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 31,939. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FALL GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $110,577 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $110,577 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $1,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $10,599 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $11,220 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,620 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $110,577 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $110,577 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $1,500 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $10,599 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $11,220 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,620 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $31,939 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$31,939 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAD TUTTLE | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $144,423 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,221 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $14,024 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $165,668 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | MEMBERS OF THE BOARD OF DIRECTORS DISCUSS PERFORMANCE WITH OTHER MANAGEMENT AND INVESTIGATE WAGES OF OTHER CEOS IN THE AREA. RESULTS ARE GIVEN TO BOARD OF DIRECTORS WITH A RECOMMENDATION FOR WAGE INCREASE. THE BOARD EVALUATES THE PROFORMANCE FOR THE YEAR AND THEN IF APPROPRIATE APPROVES A WAGE INCREASE. THE DELIBERATION PROCESS IS DOCUMENTED IN THE MINUTES. THE LAST TIME THIS PROCESS WAS UNDERTAKEN WAS IN 2013. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN | ||||||||
| A | 386005370 | NONEAVAIL | 2009-12-21 | $26,000,000 | COVER COST OF WATERFORD PLACE CONSTRUCTION | 0 | Yes (1) | 0 |
| THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN | ||||||||
| B | 386005370 | NONEAVAIL | 2010-04-01 | $20,585,000 | CONVERT 2000 & 2005 BONDS TO BANK QUALIFIED BONDS TO LOWER INTEREST COST | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $26,000,000 | $2,496,056 | $754,415 | $22,749,529 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $20,585,000 | $66,691 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line2HedgeProviderName/BusinessNameLine2 | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO | ||||||||||||
| A | 0 | 0 | 0 | 0 | Yes (1) | 0 | SWAP/HNB SWAP | 0 | 0 | 0 | 0 | 0 |
| WELLS FARGO | ||||||||||||
| B | 0 | 0 | 0 | 0 | Yes (1) | 0 | SWAP/HNB SWAP | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | 0 |
| B | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: BROOKCREST, SUNSET ASSOCIATION, ROSE GARDEN DBA: SUNSET HOME SERVICES, SUNSET RETIREMENT COMMUNITIES & SERVICES, WATERFORD PLACE. |
| FORM 990, PART III, LINE 2 | SUNSET MANOR, INC. ENTERED INTO A PARTNERSHIP AGREEMENT WITH THE EHCO GROUP, LLC DBA TANDEM 360. |
| FORM 990, PART VI, SECTION A, LINE 6 | ORGANIZATION HAS MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | ASSOCIATION MEMBERS ELECT MEMBERS OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE CHIEF EXECUTIVE AND CHIEF FINANCIAL OFFICERS, AND DISTRIBUTED TO THE FULL 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 15A | MEMBERS OF THE BOARD OF DIRECTORS DISCUSS PERFORMANCE WITH OTHER MANAGEMENT, REVIEW THE CEO SALARY SURVEY REPORT, AND INVESTIGATE WAGES OF OTHER CEO'S IN THE AREA. RESULTS ARE GIVEN TO BOARD OF DIRECTORS WITH A RECOMMENDATION FOR WAGE INCREASE. THE MOST RECENT YEAR THIS PROCESS WAS UNDERTAKEN WAS 2013. |
| 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 649,057. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FOR THE SELECTION AND OVERSIGHT OF AN INDEPENDENT ACCOUNTANT IN THE PAST YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNSET LEGACY FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 BALDWIN STREET | AddressLine1 |
| City | JENISON | City |
| State | MI | State |
| ZIP Code | 49428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453567386 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNSET MANOR INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |