2011-10-31T08:47:07-05:00 2010-12-31 Davenport Hanf & Company LLC 28276 Kensington Lane Perrysburg OH 43551 990 2010-01-01 344428230 Sunset Retirement Communities Inc SUNS 4197241225 4020 Indian Road Toledo OH 43606 Vicky Bartlett 4197241225 2011-10-26 1 Erica L Genson CPA 4198725900 2010 2016-03-07 17:11:31Z Vicky Bartlett 4020 Indian Road Toledo OH 43606 21364573 0 X www.sunsethouse.org X 1871 OH See below.The purpose of the Organization is to support and maintain a home for the aged and infirm. To this effect, Sunset Retirement Communities extends charitable care to those who exhaust their assets as well as provide special consideration and financial assistance, in both its admission and residency policies, to aged applicants who have no family to care for them, are of limited financial means, are in need of the services the Organization provides and are residents of the greater Toledo area. The Organization provides the following services: housing, assistance with activities of daily living (including bathing, dressing and walking), housekeeping, laundry and meal services. In addition, the Organization provides skilled nursing services to those in need of short or long term nursing care as part of a continuum of care. 21 21 387 200 0 0 237234 338790 14918211 15065563 711998 684200 45754 48825 15913197 16137378 0 0 0 0 8221323 8058539 0 0 182432 7252268 7227344 15473591 15285883 439606 851495 68211264 70841662 34168513 33204756 34042751 37636906 X The purpose of the Organization is to support and maintain a home for the aged and infirm. To this effect, Sunset Retirement Communities extends charitable care to those who exhaust their assets as well as provide special consideration and financial assistance, in both its admission and residency policies, to aged applicants who have no family to care for them, are of limited financial means, are in need of the services the Organization provides and are residents of the greater Toledo area. The Organization provides the following services: housing, assistance with activities of daily living (including bathing, dressing and walking), housekeeping, laundry and meal services. In addition, the Organization provides skilled nursing services to those in need of short or long term nursing care as part of a continuum of care. 0 0 12540139 15065563 Sunset Retirement Communities (SRC) provides personal care and long-term residency to elderly men and women. Care includes, but is not limited to, bathing, dressing, grooming, mobility and administration of medication. Accommodations include assisted living and congregate care apartments, and skilled or long-term nursing rooms. The Organization provides charitable care to residents with limited financial means and who have no family or friends to care for them. In addition, the Organization financially supports those who have outlived their financial assets during their residency at SRC, but who do not meet Medicaid requirements. 12540139 1 1 0 0 0 0 0 1 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 387 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X CEO - Sunset House Inc 4197241225 4020 Indian Road Toledo OH 43606 Richard Aldinger 1.00 X 0 0 0 Anne Connelly 1.00 X 0 0 0 Wallen Crane 1.00 X 0 0 0 Ann Dolch 1.00 X 0 0 0 Matthew Faltys 1.00 X X 0 0 0 Phyllis Gaspar 1.00 X 0 0 0 Heidi Glosser 1.00 X X 0 0 0 Evy Jarrett 1.00 X X 0 0 0 Paul Johnson 1.00 X X 0 0 0 Nancy Lehmann 1.00 X 0 0 0 Robert Loeb 1.00 X 0 0 0 Paul Longenecker PhD 1.00 X 0 0 0 Carole Martin 1.00 X 0 0 0 Donald Mewhort 1.00 X 0 0 0 Carole Ryan 1.00 X 0 0 0 Kathleen Ryan 1.00 X 0 0 0 Sandra Schafer 1.00 X 0 0 0 Joanne Treuhaft 1.00 X 0 0 0 Mindy Ward 1.00 X 0 0 0 Diana Waugh 1.00 X 0 0 0 Cynthia Tetterton Williams 1.00 X 0 0 0 Judith Bishop-Pierce 40.00 X 103263 0 0 Christine Gladieux 40.00 X 121855 0 0 Vicky Bartlett 40.00 X X 189118 0 0 414236 0 0 3 0 1 0 Gordon Food Services Dept CH 10490 Palatine IL 600550490 Food Services 589280 Concept Rehab Inc 7150 Granite Circle Toledo OH 436170000 Therapy 370713 Industrial Power Systems Inc 1650 Indian Wood Circle Suite 100 Maumee OH 43537 Mechanical 158977 3 22256 316534 338790 Patient Service Revenu 623990 11158029 11158029 Medicare/Medicaid Pmts 623990 3907534 3907534 15065563 744588 744588 5159659 1000 5184922 36125 -25263 -35125 -60388 -60388 6148 22256 6148 0 48825 48825 48825 16137378 15065563 0 733025 414236 332631 70669 10936 6104046 4861640 1096352 146054 137211 76005 59330 1876 709530 428862 270080 10588 693516 485687 195847 11982 11459 11459 19148 19148 49221 49221 144868 144868 483942 483942 121976 123083 -1107 69330 3700 63527 2103 601912 589915 11997 2672 2672 20393 5985 14408 1891452 1881881 9571 1673577 1584182 89395 186929 186929 Food Costs 573904 573904 Repairs & Maintenance 450875 404667 46208 State Mandated Fees 350137 350137 Medical Supplies 262772 262772 Dues & Subscriptions 44295 44295 268482 200098 68384 15285883 12540139 2563312 182432 1238 2487 5942126 4335613 32335 27487 501310 856134 51362 55730 757059 725902 46902522 18953056 28955342 27949466 17698082 19633573 9710425 12574501 4561985 4680769 68211264 70841662 1926703 1772674 32241810 31432082 34168513 33204756 X 31654263 35132242 243619 234791 2144869 2269873 34042751 37636906 68211264 70841662 X 851495 2742660 X X 0 1 1 X 0 X 214027 540072 231738 237235 338790 1561862 13147144 13831037 14593654 14924343 15071711 71567889 13361171 14371109 14825392 15161578 15410501 73129751 97150 78471 77752 152494 211782 617649 0 97150 78471 77752 152494 211782 617649 72512102 836964 1050879 924440 719159 744588 4276030 836964 1050879 924440 719159 744588 4276030 213515 24096 35701 45755 48825 367892 14411650 15446084 15785533 15926492 16203914 77773673 0.93230 0.93160 0.05500 0.05520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 12847 201565 201342 13070 0 2024198 2024198 41179361 16146713 25032648 3698963 2806343 892620 27949466 Mutual Funds 10600787 F Bond Funds 312226 F Real Estate Investment Trusts 1523950 F Other Funds 137538 F 12574501 Accrued Interest on Investments 91117 Beneficial Interest in Perpetual Trust 2269873 Funds Held by Trustee 2319779 4680769 16137378 15285883 851495 2742660 2742660 3594155 18741318 2742660 2742660 15998658 144868 -6148 138720 16137378 15147163 6148 6148 15141015 144868 144868 15285883 Description of Uncertain Tax Positions Under FIN 48: Part X: The Organization adopted the provisions of accounting for uncertainty in income taxes. As a result of the implementation, there has been no impact on the Organization's financial statements. Part XII, Line 4b - Other Adjustments: Special Event Expense Part XIII, Line 2d - Other Adjustments: Special Event Expense Celebrity Wait Night 28404 22256 6148 28404 22256 6148 6148 1 X X X 0 1 0 0 0 0 0 0 0 Vicky Bartlett 189118 0 0 0 0 0 0 0 0 0 189118 0 0 0 Form 990, Part VI, Section B, line 11 The external audit firm prepares the Form 990 in conjuction with accounting staff at Sunset. The CFO reviews the Form 990. The auditor firm presents the Form 990 to the audit/finance committee of Sunset. The chairman of the audit/finance committee, in conjuction with the CFO present the Form 990 to the full board. Given board approval, either the CEO or CFO sign the Form 990 prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The Organization requires annual disclosures of any conflicts of interest. The Organization also encourages voluntary abstinence from voting on matters involving conflicts of interest. Form 990, Part VI, Section B, line 15 Sunset Retirement Communities executive/personnel committee establishes wage and salary ranges for all positions. On an annual basis the committee is provided salary survey information from The Association of Ohio Philanthropic Homes, Housing and Services for the Aging (AOPHA) and The American Association of Homes and Services for the Aging (AAHSA). These reports provide wage and salary data for Ohio and for the region and nation. The AAHSA survey further breaks this data down by size of the organization (number of residents served) and annual revenues. The executive/personnel committee is delegated the responsibility for the annual review of the president and chief executive officer. This committee also determines the annual compensation for the president and CEO. The president and CEO are responsible for evaluating the performance of employees who report directly to them and are responsible for any adjustments to those employees compensation. Performance reviews are documented and filed in the employees personnel file along with written documentation of any wage adjustments. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are available upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 2,742,660. Form 990, Part XII, Line 2c Sunset Retirement Communities, Inc.'s finance committee oversees the selection of the auditors and the audit process. This process has not changed from the prior year.