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Nonprofiteer
← SUNRISE COMMUNITY OF IOWA INC

Form 990 for tax year 2023

Filed by SUNRISE COMMUNITY OF IOWA INC.

Totals

Total revenue
$3,471,981
Total expenses
$3,581,885
Contributions and grants received
$300,000
Grants paid
$0
Program service revenue
$3,171,981
Investment income
$0
Other revenue
$0
Total assets, end of year
$720,352
Total liabilities, end of year
$588,274
Net assets or fund balances, end of year
$132,078
Program services expenses (Part IX)
$2,909,715
Management and general expenses
$672,170
Fundraising expenses
$0
Program service expenses (Part III)
$2,909,715

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $300,000

  • 2a · Program service revenue: MEDICAID AND MEDICAID

    total $3,091,634 · related or exempt $3,091,634

  • 2b · Program service revenue: RENT REVENUE

    total $80,347 · related or exempt $80,347

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,938,533 · program services $1,710,077 · management and general $228,456

  • 9 · Other employee benefits

    total $123,183 · program services $114,341 · management and general $8,842

  • 10 · Payroll taxes

    total $119,092 · program services $110,544 · management and general $8,548

  • 11c · Fees: accounting

    total $20,385 · management and general $20,385

  • 11g · Fees: other

    total $494,294 · program services $466,739 · management and general $27,555

  • 12 · Advertising and promotion

    total $25,561 · management and general $25,561

  • 13 · Office expenses

    total $204,511 · program services $69,754 · management and general $134,757

  • 16 · Occupancy

    total $331,298 · program services $272,968 · management and general $58,330

  • 17 · Travel

    total $30,021 · program services $30,021

  • 19 · Conferences, conventions and meetings

    total $82,125 · program services $10,674 · management and general $71,451

  • 20 · Interest

    total $18,349 · program services $8,226 · management and general $10,123

  • 22 · Depreciation, depletion and amortization

    total $56,616 · program services $27,828 · management and general $28,788

  • 23 · Insurance

    total $28,228 · program services $23,505 · management and general $4,723

  • 24a · Other expenses: SMALL APPLIANCES AND FU

    total $63,669 · program services $54,829 · management and general $8,840

  • 24b · Other expenses: PERSONNEL PROCESSING

    total $23,620 · management and general $23,620

  • 24c · Other expenses: STAFF DEVELOPMENT AND T

    total $14,336 · program services $2,300 · management and general $12,036

  • 24d · Other expenses: CLEANING SUPPLIES

    total $3,198 · program services $3,043 · management and general $155

  • 24e · All other expenses

    total $4,866 · program services $4,866

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    end of year $379,135

  • 9 · Prepaid expenses and deferred charges

    end of year $14,052

  • 10a · Land, buildings and equipment: cost or other basis

    $94,849

  • 10b · Land, buildings and equipment: accumulated depreciation

    $35,727

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $59,122

  • 15 · Other assets

    beginning of year $0 · end of year $268,043

  • 17 · Accounts payable and accrued expenses

    end of year $277,844

  • 19 · Deferred revenue

    end of year $3,019

  • 25 · Other liabilities

    beginning of year $0 · end of year $307,411

  • 27 · Net assets without donor restrictions

    end of year $132,078

Mission and programs · 2023

Mission

THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF PROVIDING HOUSING, SUPERVISION, TRAINING AND THERAPEUTIC, MEDICAL, EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF IOWA.

Activities or mission (Part I)

THE MISSION IS TO CREATE VALUED LIVES FOR PEOPLE WITH DISABILITIES.

  • THE ORGANIZATION PROVIDES HOUSING, SUPERVISION, TRAINING AND THERAPEUTIC, MEDICAL, EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF IOWA. IN THE CURRENT YEAR, THE FILING ORGANIZATION PROVIDED SERVICES TO 19 INDIVIDUALS.

    Expenses $2,909,715 · Revenue $3,171,981

As filed on the 2023 return.

Listed in Part VII

  • Zachary Wray

    PRESIDENT

    Total calculated
    $440,336
    From this org
    $0
    From related orgs
    $411,210
    Other
    $29,126
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,210 related
    Bonus
    $0 + $50,000 related
    Other
    $0
    Deferred
    $0 + $24,008 related
    Nontaxable benefits
    $0 + $5,118 related
    Filer's total
    $0 + $440,336 related

  • Jameson Dormann

    SECRETARY/TREASURER

    Total calculated
    $283,469
    From this org
    $0
    From related orgs
    $265,036
    Other
    $18,433
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,375 related
    Bonus
    $0 + $661 related
    Other
    $0
    Deferred
    $0 + $13,000 related
    Nontaxable benefits
    $0 + $5,433 related
    Filer's total
    $0 + $283,469 related

  • Sherri Potter

    ASSISTANT SECRETARY

    Total calculated
    $154,257
    From this org
    $0
    From related orgs
    $126,580
    Other
    $27,677
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $125,806 related
    Bonus
    $0 + $774 related
    Other
    $0
    Deferred
    $0 + $27,677 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $154,257 related

  • Emilie Cook

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Ashley Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Kevin Vance

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
SUNRISE COMMUNITY OF IOWA, INC.'S PERSONNEL ARE EMPLOYED BY SUNRISE COMMUNITY, INC., A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR SUNRISE COMMUNITY OF IOWA, INC.'S CEO: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
20 February 2025
IRS schema version
2023v6.0
Source object
202540549349300004

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