SUNSET MANOR INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SUNSET MANOR INC (EIN 23-7010671)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-28
- IRS object ID
- 201331799349300763
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-06-28T16:40:11-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237010671 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNSET MANOR INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SUNS | NameControl |
| Phone | 6164572770 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 725 BALDWIN | AddressLine1 |
| City | JENISON | City |
| State | MI | State |
| ZIP Code | 49428 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE ZUIDERVEEN | Name |
| Title | CFO | Title |
| Phone | 6164572770 | Phone |
| Date Signed | 2013-06-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL LALONDE CPA | Name |
| PTIN | P00181637 | PTIN |
| Phone | 2695674500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| 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) |
|---|---|---|
| Name Of Principal Officer Person | CHAD TUTTLE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 25991640 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SUNSETCOMMUNITIES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 754 | TotalNbrEmployees |
| Total Nbr Volunteers | 340 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 356990 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 348646 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23797887 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24184726 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 649882 | InvestmentIncomePriorYear |
| Investment Income Current Year | 236948 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 39344 | OtherRevenuePriorYear |
| Other Revenue Current Year | 55488 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24844103 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24825808 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12773978 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12825185 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 2351 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1965 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 239731 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11762468 | OtherExpensePriorYear |
| Other Expenses Current Year | 11641046 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24538797 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24468196 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 305306 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 357612 | RevenuesLessExpensesCY |
| Total Assets BOY | 64191853 | TotalAssetsBOY |
| Total Assets EOY | 66640067 | TotalAssetsEOY |
| Total Liabilities BOY | 55585776 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 57065755 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8606077 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9574312 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SUNSET ASSOCIATION PROVIDES QUALITY SERVICES FOR SENIOR ADULTS IN THE GREATER GRAND RAPIDS METROPOLITAN AREA, IN A SPIRIT OF CHRISTIAN LOVE. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10809482 | Expense |
| Revenue | 12606523 | Revenue |
| Description | PROVIDE QUALITY HOUSING AND SERVICES TO 553 SENIORS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8454716 | Expense |
| Revenue | 10363887 | Revenue |
| Description | SKILLED NURSING CARE FOR 592 PERSONS WITH SPECIAL NEEDS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1222460 | Expense |
| Revenue | 1214316 | Revenue |
| Description | PROVIDE HOME HEALTH SERVICES TO 438 SENIORS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 20486658 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 754 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE ZUIDERVEEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6164572770 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| GARY POPMA | |||||||
| PRESIDENT | 1.00 | 0.10 | X | X | 0 | 0 | 0 |
| CALVIN MATTHYSSE | |||||||
| VICE PRESIDENT | 1.00 | 0.10 | X | X | 0 | 0 | 0 |
| GARY KAPTEIN | |||||||
| TREASURER | 1.00 | 0.10 | X | X | 0 | 0 | 0 |
| MITCH DYKSTRA | |||||||
| SECRETARY | 1.00 | 0.10 | X | X | 0 | 0 | 0 |
| DENNIS BUSH | |||||||
| VICAR | 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 | |
| HENRIETTA BYKER | |||||||
| NON-VOTING RESIDENT REP | 1.00 | 0.10 | X | 0 | 0 | 0 | |
| DEB DETERS | |||||||
| DIRECTOR | 1.00 | 0.10 | X | 0 | 0 | 0 | |
| CONRAD BULT | |||||||
| NON-VOTING RESIDENT REP | 1.00 | 0.10 | X | 0 | 0 | 0 | |
| DARYL KUIPER | |||||||
| DIRECTOR - 6/12-12/12 | 1.00 | 0.10 | X | 0 | 0 | 0 | |
| KEN KOPPENOL | |||||||
| DIRECTOR - 6/12-12/12 | 1.00 | 0.10 | X | 0 | 0 | 0 | |
| DAVE ZONDERVAN | |||||||
| DIRECTOR - 6/12-12/12 | 1.00 | 0.10 | X | 0 | 0 | 0 | |
| LARRY KERKSTRA | |||||||
| DIRECTOR - 1/12-5/12 | 1.00 | 0.10 | X | 0 | 0 | 0 | |
| CHAD TUTTLE | |||||||
| CEO | 40.00 | 0.10 | X | 133135 | 0 | 19951 | |
| BRENDA CURTIS | |||||||
| CFO - THROUGH 4/30/12 | 40.00 | 0.10 | X | 43306 | 0 | 3410 | |
| STEVE ZUIDERVEEN | |||||||
| CFO - AS OF 5/1/12 | 40.00 | 0.10 | X | 97812 | 0 | 18663 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 274253 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42024 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OMNICARE PHARMACY | |||||
| PO BOX 715268 | COLUMBUS | OH | 43271 | PHARMACY SERVICES | 280030 |
| INCITO TECHNOLOGY SOLUTIONS | |||||
| 5222 33RD ST SE | GRAND RAPIDS | MI | 49512 | INFORMATION TECHNOLOGY | 143886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 102275 | FundraisingEvents |
| All Other Contributions | 246371 | AllOtherContributions |
| Total Contributions | 348646 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENTIAL CARE | 623000 | 22204215 | 22204215 |
| ADVANCED FEE REVENUE | 623000 | 1015780 | 1015780 |
| OTHER RESIDENT SERVICES | 623000 | 614788 | 614788 |
| PROCESSING FEE REVENUE | 623000 | 228500 | 228500 |
| MEALS REVENUE | 722210 | 121443 | 121443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24184726 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 134516 | TotalRevenueColumn |
| Exclusion | $134,516 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 85830 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 85830 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85830 | TotalRevenueColumn |
| Exclusion | $85,830 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1237922 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1135490 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 102432 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102432 | TotalRevenueColumn |
| Exclusion | $102,432 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 102275 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 30342 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -30342 | TotalRevenueColumn |
| Exclusion | -$30,342 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24825808 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24184726 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $292,436 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316277 | Total |
| Management And General | 316277 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10184499 | Total |
| Program Services | 9685608 | ProgramServices |
| Management And General | 430325 | ManagementAndGeneral |
| Fundraising | 68566 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 297119 | Total |
| Program Services | 297119 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1220618 | Total |
| Program Services | 631102 | ProgramServices |
| Management And General | 578229 | ManagementAndGeneral |
| Fundraising | 11287 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 806672 | Total |
| Program Services | 698703 | ProgramServices |
| Management And General | 102273 | ManagementAndGeneral |
| Fundraising | 5696 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26287 | Total |
| Management And General | 26287 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61050 | Total |
| Program Services | 12535 | ProgramServices |
| Management And General | 48515 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1965 | Total |
| Fundraising | 1965 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21949 | Total |
| Management And General | 21949 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 626989 | Total |
| Program Services | 117511 | ProgramServices |
| Management And General | 509478 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230061 | Total |
| Program Services | 19297 | ProgramServices |
| Management And General | 109350 | ManagementAndGeneral |
| Fundraising | 101414 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 751995 | Total |
| Program Services | 153057 | ProgramServices |
| Management And General | 581332 | ManagementAndGeneral |
| Fundraising | 17606 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1263723 | Total |
| Program Services | 1131362 | ProgramServices |
| Management And General | 132361 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83816 | Total |
| Program Services | 38645 | ProgramServices |
| Management And General | 45065 | ManagementAndGeneral |
| Fundraising | 106 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55604 | Total |
| Program Services | 14098 | ProgramServices |
| Management And General | 41506 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1597776 | Total |
| Program Services | 1544067 | ProgramServices |
| Management And General | 53709 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2334200 | Total |
| Program Services | 1874876 | ProgramServices |
| Management And General | 433787 | ManagementAndGeneral |
| Fundraising | 25537 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211472 | Total |
| Program Services | 14940 | ProgramServices |
| Management And General | 196532 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEALS | 1785893 | 1785893 | |
| QAAP TAX | 867702 | 867702 | |
| SUPPLIES | 822228 | 821664 | 564 |
| EQUIPMENT RENTAL & MAIN | 584111 | 520811 | 63300 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316190 | Total |
| Program Services | 257668 | ProgramServices |
| Management And General | 50968 | ManagementAndGeneral |
| Fundraising | 7554 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24468196 | Total |
| Program Services | 20486658 | ProgramServices |
| Management And General | 3741807 | ManagementAndGeneral |
| Fundraising | 239731 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3345382 | BOY |
| EOY | 6948449 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7942637 | BOY |
| EOY | 3803178 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1598042 | BOY |
| EOY | 1338957 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 172223 | BOY |
| EOY | 166926 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36678 | BOY |
| EOY | 89470 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 74454374 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29463905 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44815546 | BOY |
| EOY | 44990469 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4050453 | BOY |
| EOY | 7937726 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1484788 | BOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 650000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 746104 | BOY |
| EOY | 714892 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64191853 | BOY |
| EOY | 66640067 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1220240 | BOY |
| EOY | 1322244 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2575081 | BOY |
| EOY | 3582724 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36455000 | BOY |
| EOY | 35320000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15335455 | BOY |
| EOY | 16840787 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55585776 | BOY |
| EOY | 57065755 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8606077 | BOY |
| EOY | 9574312 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8606077 | BOY |
| EOY | 9574312 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64191853 | BOY |
| EOY | 66640067 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 357612 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 520240 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 90383 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 254977 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 170459 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 356355 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 356990 | CurrentTaxYearMinus1Year |
| Current Tax Year | 348646 | CurrentTaxYear |
| Total | 1487427 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22370425 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23376627 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23591119 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23797887 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24184726 | CurrentTaxYear |
| Total | 117320784 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22625402 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23547086 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23947474 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24154877 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24533372 | CurrentTaxYear |
| Total | 118808211 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 143800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55453 | CurrentTaxYear |
| Total | 249540 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 143800 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55453 | CurrentTaxYear |
| Total | 249540 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 118558671 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 397444 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 193337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 208250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 196610 | CurrentTaxYearMinus1Year |
| Current Tax Year | 220346 | CurrentTaxYear |
| Total | 1215987 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 397444 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 193337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 208250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 196610 | CurrentTaxYearMinus1Year |
| Current Tax Year | 220346 | CurrentTaxYear |
| Total | 1215987 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23022846 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23740423 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24155724 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24351487 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24753718 | CurrentTaxYear |
| Total | 120024198 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98780 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98660 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01010 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01340 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3278393 | BeginningOfYearBalance |
| Contributions | 344307 | Contributions |
| Investment Earnings Or Losses | 406933 | InvestmentEarningsOrLosses |
| Other Expenditures | 95929 | OtherExpenditures |
| Administrative Expenses | 53709 | AdministrativeExpenses |
| End Of Year Balance | 3879995 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3185680 | BeginningOfYearBalance |
| Contributions | 356990 | Contributions |
| Investment Earnings Or Losses | -79373 | InvestmentEarningsOrLosses |
| Other Expenditures | 123904 | OtherExpenditures |
| Administrative Expenses | 61000 | AdministrativeExpenses |
| End Of Year Balance | 3278393 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2492046 | BeginningOfYearBalance |
| Contributions | 356355 | Contributions |
| Investment Earnings Or Losses | 465843 | InvestmentEarningsOrLosses |
| Other Expenditures | 78098 | OtherExpenditures |
| Administrative Expenses | 50466 | AdministrativeExpenses |
| End Of Year Balance | 3185680 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1867866 | BeginningOfYearBalance |
| Contributions | 198327 | Contributions |
| Investment Earnings Or Losses | 536585 | InvestmentEarningsOrLosses |
| Other Expenditures | 59953 | OtherExpenditures |
| Administrative Expenses | 50779 | AdministrativeExpenses |
| End Of Year Balance | 2492046 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2759592 | BeginningOfYearBalance |
| Contributions | 254977 | Contributions |
| Investment Earnings Or Losses | -982721 | InvestmentEarningsOrLosses |
| Other Expenditures | 113706 | OtherExpenditures |
| Administrative Expenses | 50276 | AdministrativeExpenses |
| End Of Year Balance | 1867866 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4554398 | OtherCostOrOtherBasis |
| Book Value | 4554398 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 46203484 | OtherCostOrOtherBasis |
| Depreciation | 15420165 | Depreciation |
| Book Value | 30783319 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8364683 | OtherCostOrOtherBasis |
| Depreciation | 5164802 | Depreciation |
| Book Value | 3199881 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12214236 | OtherCostOrOtherBasis |
| Depreciation | 6654808 | Depreciation |
| Book Value | 5559428 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3117573 | OtherCostOrOtherBasis |
| Depreciation | 2224130 | Depreciation |
| Book Value | 893443 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 44990469 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITIES | $202,084 |
| INTEREST RATE SWAP LIABILITY | $1,969,515 |
| REFUNDABLE ENTRANCE FEES AND DEPOSITS | $14,669,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16840787 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 25444824 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 520240 | NetUnrealizedGainsInvestments |
| Other Revenues | 90383 | OtherRevenues |
| Revenue Not Rptd F990 | 610623 | RevenueNotRptdF990 |
| Revenue Subtotal | 24834201 | RevenueSubtotal |
| Investment Expenses Not Included | 21949 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -30342 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -8393 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24825808 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24476589 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 30342 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 30342 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24446247 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 21949 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 21949 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24468196 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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, 2012, 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, 2009 ARE NO LONGER SUBJECT TO EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 90,383. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -30,342. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 30,342. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FALL GALA | NameOfEvent1 |
| Gross Receipts Event1 | 102275 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 102275 | CharitableContributionsEvent1 |
| Rent Facility Costs Event1 | 1500 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 12738 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 11104 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 102275 | GrossReceiptsTotal |
| Charitable Contributions Total | 102275 | CharitableContributionsTotal |
| Rent Facility Costs Total Events | 1500 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 12738 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 11104 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 30342 | DirectExpenseSummaryEvents |
| Net Income Summary | -30342 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHAD TUTTLE | NamePerson |
| Title | CEO | Title |
| Base Compensation Filing Org | 133135 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6707 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 13244 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 153086 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 3 | ReturnReference |
| 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 2012. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN | ||||||||
| A | 386005370 | NONEAVAIL | 2009-12-21 | 26000000 | COVER COST OF WATERFORD PLACE CONSTRUCTION | 0 | 0 | 0 |
| THE ECONOMIC DEVELOPMENT CORP OF THE TWP OF GEORGETOWN | ||||||||
| B | 386005370 | NONEAVAIL | 2010-04-01 | 20585000 | CONVERT 2000 & 2005 BONDS TO BANK QUALIFIED BONDS TO LOWER INTEREST COST | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceeds | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|
| A | 26000000 | 2496056 | 754415 | 22749529 | 2010 | 1 | 0 | 1 | 1 |
| B | 20585000 | 66691 | 2010 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Business Name Line2NameOfHedgeProvider/BusinessNameLine2 | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO | ||||||||||||
| A | 0 | 0 | 1 | 0 | 1 | 0 | SWAP/HNB SWAP | 0 | 0 | 0 | 0 | 0 |
| WELLS FARGO | ||||||||||||
| B | 0 | 0 | 1 | 0 | 1 | 0 | SWAP/HNB SWAP | 0 | 0 | 0 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 0 |
| B | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DOING BUSINESS AS | FORM 990, PART I, ITEM C | DBA: BROOKCREST, SUNSET ASSOCIATION, ROSE GARDEN DBA: SUNSET HOME SERVICES, SUNSET RETIREMENT COMMUNITIES & SERVICES, WATERFORD PLACE. |
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | SUNSET MANOR, INC. BEGAN PROVIDING HOSPICE SERVICES IN 2012. |
| 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 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 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF SWAP AGREEMENT 90,383. |
| 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. | |
| FORM 990, PART VI, LINE 14: | SUNSET MANOR IS DEVELOPING A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNSET LEGACY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | MI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
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 Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |