2014-06-30T14:41:35-05:00 2013-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2013-01-01 237010671 SUNSET MANOR INC SUNS 6164572770 725 BALDWIN JENISON MI 49428 STEVE ZUIDERVEEN CFO 6164572770 2014-06-30 1 CAROL LALONDE CPA P00181637 2695674500 2013 2015-11-30 17:44:51Z BROOKCREST SUNSET ASSOCIATION ROSE GARDEN WATERFORD PLACE CHAD TUTTLE 725 BALDWIN JENISON MI 49428 29126465 0 X WWW.SUNSETCOMMUNITIES.ORG X 1968 MI 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. 13 13 857 360 0 0 348646 393947 24184726 26484392 236948 585503 55488 60865 24825808 27524707 0 0 0 0 12825185 13804007 1965 9032 248203 11641046 12354386 24468196 26167425 357612 1357282 66640067 69301021 57065755 56282575 9574312 13018446 X SUNSET ASSOCIATION PROVIDES QUALITY SERVICES FOR SENIOR ADULTS IN THE GREATER GRAND RAPIDS METROPOLITAN AREA, IN A SPIRIT OF CHRISTIAN LOVE. 1 0 12043197 15769212 PROVIDE QUALITY ASSISTED LIVING AND INDEPENDENT LIVING HOUSING AND SERVICES INCLUDING TRANSPORTATION, SOCIAL SERVICES, MEALS AT HOME,TO 611 SENIORS. 8873069 9792923 SKILLED NURSING CARE FOR 683 PERSONS WITH PHYSICAL AND DEMENTIA NEEDS REQUIRING 24 HOUR LICENSED NURSING CARE BOTH LONG TERM AND SHORT TERM REHABILITATION. 1141839 922257 PROVIDE SHORT TERM HOME HEALTH SERVICES INCLUDING NURSING, PHYSICAL THERAPY, AND PRIVATE DUTY TO 480 SENIORS. 22058105 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 45 0 1 857 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X STEVE ZUIDERVEEN 6164572770 725 BALDWIN JENISON MI 49428 GARY POPMA PRESIDENT 1.00 0.10 X X 0 0 0 CAL MATTHYSSE VICE PRESIDENT 1.00 0.10 X X 0 0 0 GARY KAPTEIN TREASURER 1.00 0.10 X X 0 0 0 DENNIS BUSH VICAR 1.00 0.10 X X 0 0 0 MITCH DYKSTRA SECRETARY 1.00 0.10 X X 0 0 0 JUDY BAKER DIRECTOR 1.00 0.10 X 0 0 0 JIM DEVRIES DIRECTOR 1.00 0.10 X 0 0 0 DOUG HAVEMAN DIRECTOR 1.00 0.10 X 0 0 0 JOHN BAATENBURG DIRECTOR 1.00 0.10 X 0 0 0 DEB DETERS DIRECTOR 1.00 0.10 X 0 0 0 DARYLE KUIPER DIRECTOR 1.00 0.10 X 0 0 0 KEN KOPPENOL DIRECTOR 1.00 0.10 X 0 0 0 DAVE ZONDERVAN DIRECTOR 1.00 0.10 X 0 0 0 HENRIETTA BYKER RESIDENT REPRESENTATIVE 1.00 0.10 X 0 0 0 CONRAD BULT RESIDENT REPRESENTATIVE 1.00 0.10 X 0 0 0 CHAD TUTTLE CEO 40.00 0.10 X 144423 0 21245 STEVE ZUIDERVEEN CFO 40.00 0.10 X 109769 0 19718 254192 0 40963 2 0 1 0 PROGRESSIVE AE 1811 4 MILE ROAD NE GRAND RAPIDS MI 49525 ENGINEERING DESIGN 566586 OMNICARE PHARMACY PO BOX 715268 COLUMBUS OH 43271 PHARMACY SERVICES 250099 INCITO TECHNOLOGY SOLUTIONS 5222 33RD ST SE GRAND RAPIDS MI 49512 INFORMATION TECHNOLOGY 171624 DIAMOND RECOVERY 41115 JO DRIVE SUITE 200 NOVI MI 48375 FLOOD REMEDIATION 160000 4 110577 283370 393947 RESIDENTIAL CARE 623000 24206354 24206354 ADVANCED FEE REVENUE 623000 1051101 1051101 OTHER RESIDENT SERVICES 623000 911729 911729 PROCESSING FEE REVENUE 623000 193000 193000 MEALS REVENUE 722210 122208 122208 26484392 257883 257883 92804 0 92804 92804 92804 1897439 1569819 327620 327620 327620 0 110577 31939 -31939 -31939 27524707 26484392 0 646368 295155 295155 11225150 10640709 515276 69165 316077 316077 1086289 472082 603036 11171 881336 764418 111013 5905 17409 17409 71288 17109 54179 9032 9032 26689 26689 781864 284022 497842 199157 21637 79027 98493 771431 141857 604654 24920 1330723 1182573 148150 102624 33080 69471 73 73496 16641 56855 1551438 1499867 51571 2477764 2012846 438567 26351 166357 22825 143532 MEALS 2004524 2004524 QAAP TAX 870122 870122 SUPPLIES 774674 774236 438 EQUIPMENT RENTAL & MAIN 672618 604502 68116 462208 378978 80137 3093 26167425 22058105 3861117 248203 6948449 4863342 3803178 67356 1338957 1457323 166926 142262 89470 126531 75724940 31853914 44990469 43871026 7937726 17349288 650000 633605 714892 790288 66640067 69301021 1322244 1655670 3582724 4251653 35320000 34130000 16840787 16245252 57065755 56282575 X 9574312 13018446 9574312 13018446 66640067 69301021 X 1357282 1437795 649057 X X 0 1 X 1 0 X 170459 356355 356990 348646 393947 1626397 23376627 23591119 23797887 24184726 26484392 121434751 23547086 23947474 24154877 24533372 26878339 123061148 143800 50287 55453 249540 0 143800 50287 55453 249540 122811608 193337 208250 196610 220346 350687 1169230 193337 208250 196610 220346 350687 1169230 23740423 24155724 24351487 24753718 27229026 124230378 0.98860 0.98780 0.00940 0.01010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3879995 382083 686960 126950 51571 4770517 3278393 344307 406933 95929 53709 3879995 3185680 356990 -79373 123904 61000 3278393 2492046 356355 465843 78098 50466 3185680 1867866 198327 536585 59953 50779 2492046 1.00000 0 0 4581693 4581693 46203484 16731065 29472419 8544192 5557316 2986876 12423745 7223983 5199762 3971826 2341550 1630276 43871026 CHARITABLE GIFT ANNUITIES 194949 INTEREST RATE SWAP LIABILITY 1320458 REFUNDABLE ENTRANCE FEES AND DEPOSITS 14729845 16245252 X 29616809 1437795 649057 2086852 27529957 26689 -31939 -5250 27524707 26172675 31939 31939 26140736 26689 26689 26167425 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. FALL GALA 110577 110577 1500 10599 11220 8620 110577 110577 1500 10599 11220 8620 31939 -31939 X X X X 0 0 0 0 0 0 0 0 0 CHAD TUTTLE CEO 144423 0 0 0 0 0 7221 0 14024 0 165668 0 0 0 PART I, LINE 3 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. A THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN 386005370 NONEAVAIL 2009-12-21 26000000 COVER COST OF WATERFORD PLACE CONSTRUCTION 0 1 0 B THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN 386005370 NONEAVAIL 2010-04-01 20585000 CONVERT 2000 & 2005 BONDS TO BANK QUALIFIED BONDS TO LOWER INTEREST COST 0 0 0 A 26000000 2496056 754415 22749529 2010 1 0 1 1 B 20585000 66691 2010 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 0 0 1 0 WELLS FARGO SWAP/HNB SWAP 0 0 0 0 0 B 0 0 0 0 1 0 WELLS FARGO SWAP/HNB SWAP 0 0 0 0 0 A 0 B 0 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. SUNSET LEGACY FOUNDATION 725 BALDWIN STREET JENISON MI 49428 453567386 SUPPORTING ORGANIZATION MI 501(C)(3) LINE 11A, I SUNSET MANOR INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0