Form 990 for tax year 2022
Filed by SUNSHINE TERRACE FOUNDATION INC.
Totals
- Total revenue
- $9,077,922
- Total expenses
- $11,243,935
- Contributions and grants received
- $415,995
- Grants paid
- $0
- Program service revenue
- $8,467,544
- Investment income
- $91,649
- Other revenue
- $102,734
- Total assets, end of year
- $11,024,804
- Total liabilities, end of year
- $1,525,513
- Net assets or fund balances, end of year
- $9,499,291
- Program services expenses (Part IX)
- $10,468,790
- Management and general expenses
- $740,946
- Fundraising expenses
- $34,199
- Program service expenses (Part III)
- $10,468,790
Program services were 93.1% 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.
-
1c · Fundraising events
$14,103
-
1d · Related organizations
$140,000
-
1f · All other contributions, gifts and grants
$261,892
-
1g · Noncash contributions included above
$38,184
-
2a · Program service revenue: Aquaworx
total $1,015,472 · related or exempt $1,015,472
-
2b · Program service revenue: Assisted Living
total $1,801,097 · related or exempt $1,801,097
-
2c · Program service revenue: Home Health
total $1,523,921 · related or exempt $1,523,921
-
2d · Program service revenue: Rehab and Nursing Center
total $4,127,054 · related or exempt $4,127,054
-
3 · Investment income
total $88,649 · excluded $88,649
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
other assets $3,000
-
7c · Gain or loss
other assets $3,000
-
7d · Net gain or loss
total $3,000 · related or exempt $3,000
-
8a · Fundraising events: gross income
$6,299
-
8a · Fundraising events: contributions included on line 1c
$14,103
-
8b · Fundraising events: direct expenses
$5,133
-
8c · Net income from fundraising events
total $1,166 · excluded $1,166
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: State Reimbursements
total $101,568 · related or exempt $101,568
-
11e · Other revenue, total
$101,568
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $260,456 · program services $130,228 · management and general $130,228
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $5,812,964 · program services $5,633,216 · management and general $179,748
-
8 · Pension plan contributions
total $53,023 · program services $52,843 · management and general $180
-
9 · Other employee benefits
total $393,207 · program services $387,714 · management and general $5,493
-
10 · Payroll taxes
total $444,413 · program services $407,040 · management and general $37,373
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $33,765 · program services $29,047 · management and general $4,718
-
11c · Fees: accounting
total $20,400 · program services $20,400
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $755,359 · program services $656,647 · management and general $98,712
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $173,721 · program services $166,283 · management and general $7,438
-
14 · Information technology
total $229,369 · program services $229,369
-
15 · Royalties
total $0
-
16 · Occupancy
total $599,047 · program services $599,047
-
17 · Travel
total $18,669 · program services $18,669
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $56,057 · program services $28,750 · management and general $27,307
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $947,430 · program services $900,430 · management and general $47,000
-
23 · Insurance
total $172,425 · program services $17,712 · management and general $154,713
-
24a · Other expenses: DUES, FEES & PERMITS
total $548,837 · program services $526,056 · management and general $22,781
-
24b · Other expenses: FOOD
total $334,358 · program services $334,358
-
24c · Other expenses: MEDICAL SUPPLIES
total $209,773 · program services $209,773
-
24d · Other expenses: MISCELLANEOUS
total $141,155 · program services $91,648 · management and general $15,308 · fundraising $34,199
-
24e · All other expenses
total $39,507 · program services $29,560 · management and general $9,947
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,765,069 · end of year $1,020,005
-
2 · Savings and temporary cash investments
beginning of year $1,679,938 · end of year $1,695,256
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $881,432 · end of year $1,845,522
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $47,451 · end of year $100,947
-
10a · Land, buildings and equipment: cost or other basis
$25,167,738
-
10b · Land, buildings and equipment: accumulated depreciation
$20,082,789
-
10c · Land, buildings and equipment, net
beginning of year $5,843,447 · end of year $5,084,949
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1,233,527 · end of year $1,278,125
-
17 · Accounts payable and accrued expenses
beginning of year $625,588 · end of year $693,750
-
19 · Deferred revenue
beginning of year $1,724 · end of year $1,724
-
20 · Tax-exempt bond liabilities
beginning of year $1,061,677 · end of year $726,341
-
25 · Other liabilities
beginning of year $100,766 · end of year $103,698
-
27 · Net assets without donor restrictions
beginning of year $10,481,246 · end of year $8,522,205
-
28 · Net assets with donor restrictions
beginning of year $1,179,863 · end of year $977,086
Mission and programs · 2022
Mission
OUR MISSION IS TO ADVANCE WELLNESS, INDEPENDENCE, DIGNITY, AND COMFORT. OUR VISION IS TO BRING MORE TO LIFE.
Activities or mission (Part I)
ORGANIZATION: SUNSHINE TERRACE FOUNDATION IS IN OUR 75th YEAR OF SERVICE TO OUR COMMUNITY. AS A 501(C)(3) CHARITABLE NON-PROFIT HEALTH CARE PROVIDER AS A NON-PROFIT FOUNDATION. WE WERE FORMED TO CARRY OUT A PUBLIC PURPOSE. WE ARE HONORED TO HAVE 5 APPOINTED TRUSTEE EMERITI. WE ARE GOVERNED BY A BOARD OF DIRECTORS WITH VARIED BACKGROUNDS. OUR BOARD MEMBERS INCLUDE SUCCESSFUL EDUCATORS, BUSINESS MEN AND WOMEN WHO VOLUNTEER FROM OUR COMMUNITY. THEY PROVIDE US WITH VALUABLE BUSINESS INSGHT AND STRATEGIC DIRECTION FOR OUR FUTURE. THROUGH THE COLLABORATING EFFORTS OF A VERY SUPPORTIVE COMMUNITY NETWORK, OUR CAMPUS OF CARE HAS REACHED LITERALLY THOUSANDS OF INDIVIDUALS BOTH INSIDE OUT OUTSIDE OF OUR STATE WHO HAVE NEEDED HEALTH CARE ASSISTANCE. OUR VISION IS TO BRING MORE TO LIFE. OUR SERVICES: AS A FOUNDATION WE PROVIDE A CONTINUUM OF SERVICES THAT HELP US MEET THE NEEDS OF OUR COMMUNITY. OUR SKILLED NURSING FACILITY PROVIDES POST-SERVICES THAT HELP US MEET THE NEEDS OF OUR COMMUNITY. OUR SK
-
SUNSHINE TERRACE SKILLED NURSING AND REHABILITATION CENTER IS A 172 BED POST-ACUTE REHABILITATION AND LONG-TERM CARE FACILITY FOCUSING ON HIGH ACUITY REHABILITATION. WE HAVE A 36-BED SPECIALTY SECURED UNIT DESIGNED FOR INDIVIDUALS WITH ALZHEIMERS AND DEMENTIA. THE STAFF SPECIALIZES IN PALLIATIVE, HOSPICE, WOUND, NUTRITIONAL AND DIETARY CARE, AS WELL AS LYMPHEDEMA THERAPY. SUNSHINE TERRACE SKILLED NURSING & REHABILITATION IS A MEMBER OF THE UTAH HEALTH CARE ASSOCIATION AND THE AMERICAN HEALTH CARE ASSOCIATION. SUNSHINE TERRACE ALSO HAS A NATIONAL CERTIFICATION IN MUSIC THERAPY WITH CONTINUOUS INTERNSHIPS OFFERED IN CONJUNCTION WITH THE MUSIC THERAPY DEPARTMENT AT UTAH STATE UNIVERSITY. OUR FACILITY WORKS VERY CLOSELY WITH UTAH STATE UNIVERSITY, BRIDGERLAND APPLIED TECHNOLOGY COLLEGE, AND UTAH CNA TO PROVIDE INTERACTIVE INTERNSHIPS AND TRAINING PROGRAMS FOR NURSING, CERTIFIED NURSING ASSISTANT, SOCIAL SERVICES, GERONTOLOGY, CULINARY ARTS AND EXERCISE SPECIALISTS. SUNSHINE TERRACE SKILLED NURSING & REHABILITATION IS ALSO AN INTERNSHIP SITE FOR NURSING HOME ADMINISTRATORS IN TRAINING.
Expenses $5,820,608 · Revenue $4,127,054
-
TERRACE GROVE ASSISTED LIVING IS A LEVEL TWO ASSISTED LIVING CENTER LICENSED FOR 72 BEDS AND 55 APARTMENTS. WE ARE THE ONLY ASSISTED LIVING FACILITY IN CACHE VALLEY THAT PROVIDES 24 HOUR NURSING ASSISTANCE. ALL OF OUR STAFF PLAY AN IMPORTANT ROLE IN PROVIDING THE HIGHEST QUALITY OF CARE AT OUR FACILITY. RESIDENTS OF TERRACE GROVE HAVE ACCESS TO OUR AWARD WINNING RECREATIONAL THERAPY AND MUSIC THERAPY. TERRACE GROVE OFFERS CHEF PREPARED AND DIETICIAN APPROVED MEALS AND SNACKS. RESIDENTS HAVE A HOME-LIKE AND SAFE ENVIRONMENT WITH ASSISTANCE WITH DAILY LIVING ACTIVITIES.
Expenses $2,050,420 · Revenue $1,801,097
-
SUNSHINE HOME HEALTH CARE AND SUNSHINE HOSPICE IS A LICENSED FULL SERVICE HOME HEALTH & HOSPICE AGENCY OFFERING BOTH SKILLED NURSING AND SPEECH, OCCUPATIONAL, AND PHYSICAL THERAPY. OUR HOME HEALTH AND HOSPICE ARE BOTH STATE-CERTIFIED. WE BELONG TO THE UTAH ASSOCIATION OF HOME CARE, UTAH HOSPICE AND PALLIATIVE CARE ORGANIZATION, AND THE NATIONAL ASSOCIATION OF HOME CARE & HOSPICE. SUNSHINE HOME HEALTH & SUNSHINE HOSPICE PROVIDES EDUCATION ON HEALTH, MEDICATIONS AND PERSONAL CARE TO CLIENTS AND LOVED ONES IN THE HOME. NURSES DELIVER IV INFUSIONS, WOUND CARE, AND DIABETIC CARE AND ACUTE AND POST-SURGICAL CARE. THERAPY IS ALSO PROVIDED TO INCREASE HEALTH, SAFETY AND INDEPENDENCE IN THE HOME AND COMMUNITY. IN ADDITION TO THESE HOME BASED SERVICES, WE HAVE SUNSHINE CARES, A LICENSED PERSONAL CARE AGENCY OFFERING NON-SKILLED AND RESPITE SERVICES. WE SERVICE CLIENTS WITH NON-SKILLED NEEDS SUCH AS PERSONAL CARE, BATHING & GROOMING, SHOPPING AND ERRANDS, HOMEMAKING AND RESPITE CARE.
Expenses $1,462,800 · Revenue $1,523,921
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bryan EricksonBRYAN ERICKSON
CEO
- Total calculated
- $168,720
- From this org
- $160,000
- From related orgs
- $0
- Other
- $8,720
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $8,720
- Filer's total
- $168,720
-
Brad RasmussenBRAD RASMUSSEN
Controller
- Total calculated
- $91,736
- From this org
- $82,331
- From related orgs
- $0
- Other
- $9,405
- Hours/week
- 40
-
Lee RulisLEE RULIS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Richard HatchRICHARD HATCH
Vice President
- Total calculated
- $0
- Hours/week
- 1
-
Shari BadgerSHARI BADGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Reed Bullen JrREED BULLEN JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marty CannonMARTY CANNON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John CockettJOHN COCKETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David CoppinDAVID COPPIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kevin DukeKEVIN DUKE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kris LarsenKRIS LARSEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Corey YeatesCOREY YEATES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jay BlackJAY BLACK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jared RipplingerJARED RIPPLINGER
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Bruce N LeishmanBRUCE N LEISHMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Randy WattsRANDY WATTS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie B SorensonSTEPHANIE B SORENSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ralph BairRALPH BAIR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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
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.
-
Wasatch Sunshine Terrace Foundation
501 (C) (3) · SUPPORT ORG: MANAGE, INVEST, AND DISTRIB · UT
Directly controlled by Sunshine Terrace Foundation
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313189349318601
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