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Nonprofiteer
← SUNNY VIEW LUTHERAN HOME

Form 990 for tax year 2022

Filed by SUNNY VIEW LUTHERAN HOME.

Totals

Total revenue
$2,848,302
Total expenses
$2,033,910
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,806,453
Investment income
$41,849
Other revenue
$0
Total assets, end of year
$10,499,970
Total liabilities, end of year
$2,073,059
Net assets or fund balances, end of year
$8,426,911
Program services expenses (Part IX)
$1,537,587
Management and general expenses
$496,323
Fundraising expenses
$0
Program service expenses (Part III)
$1,537,587

Program services were 75.6% 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.

  • 2a · Program service revenue: Resident and net patient services

    total $2,806,453 · related or exempt $2,806,453

  • 3 · Investment income

    total $41,849 · excluded $41,849

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

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 $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $300,808 · program services $58,431 · management and general $242,377

  • 8 · Pension plan contributions

    total $8,470 · program services $627 · management and general $7,843

  • 9 · Other employee benefits

    total $66,073 · program services $3,439 · management and general $62,634

  • 10 · Payroll taxes

    total $24,745 · program services $3,865 · management and general $20,880

  • 11a · Fees: management

    total $72,000 · management and general $72,000

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $27,264 · management and general $27,264

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $300 · management and general $300

  • 11g · Fees: other

    total $389,708 · program services $389,708

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $73,146 · program services $45,849 · management and general $27,297

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $202,116 · program services $178,296 · management and general $23,820

  • 17 · Travel

    total $116 · management and general $116

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $3,770 · management and general $3,770

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $265,518 · program services $265,518

  • 23 · Insurance

    total $45,105 · program services $45,105

  • 24a · Other expenses: Food

    total $242,213 · program services $242,213

  • 24b · Other expenses: Repairs, maint. & grounds

    total $31,749 · program services $31,749

  • 24c · Other expenses: Security

    total $132,520 · program services $132,520

  • 24d · Other expenses: Resident Services

    total $98,439 · program services $98,439

  • 24e · All other expenses

    total $49,850 · program services $41,828 · management and general $8,022

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,924,179 · end of year $4,008,972

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $14,688 · end of year $10,139

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,538 · end of year $14,013

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

    $8,363,101

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

    $6,095,005

  • 10c · Land, buildings and equipment, net

    beginning of year $2,533,614 · end of year $2,268,096

  • 11 · Investments: publicly traded securities

    beginning of year $2,372,453 · end of year $2,509,955

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1 · end of year $1,688,795

  • 17 · Accounts payable and accrued expenses

    beginning of year $253,954 · end of year $209,165

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $978

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,862,916

  • 27 · Net assets without donor restrictions

    beginning of year $7,612,519 · end of year $8,426,911

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

PROVIDE SERVICES TO RESIDENTS WITH LIMITED MEANS, RESIDING IN A 100-UNIT SENIOR LIVING FACILITY

Activities or mission (Part I)

PROVIDE SERVICES TO RESIDENTS WITH LIMITED MEANS, RESIDING IN A 100-UNIT SENIOR LIVING FACILITY.

  • DIETARY SERVICES: $242,213 RESIDENTIAL SERVICES: $98,439 FACILITY OPERATING COSTS (UTILITIES AND GROUNDS): $210,045 DEPRECIATION AND INTEREST: $265,518 ADMINISTRATIVE SERVICES AND OTHER: $721,372

    Expenses $1,537,587 · Revenue $2,806,453

As filed on the 2022 return.

Listed in Part VII

  • John Woodward

    CEO/Director

    Total calculated
    $1,361,658
    From this org
    $0
    From related orgs
    $1,350,533
    Other
    $11,125
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $669,284 related
    Bonus
    not reported + $632,809 related
    Other
    not reported + $48,440 related
    Deferred
    not reported + $9,150 related
    Nontaxable benefits
    not reported + $1,975 related
    Filer's total
    not reported + $1,361,658 related

  • Eduardo Salvador

    CFO/Secretary

    Total calculated
    $804,571
    From this org
    $0
    From related orgs
    $747,748
    Other
    $56,823
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $381,659 related
    Bonus
    not reported + $346,956 related
    Other
    not reported + $19,133 related
    Deferred
    not reported + $54,948 related
    Nontaxable benefits
    not reported + $1,875 related
    Filer's total
    not reported + $804,571 related

  • Joe Butler

    Chief Legal Officer

    Total calculated
    $468,889
    From this org
    $0
    From related orgs
    $458,339
    Other
    $10,550
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $219,223 related
    Bonus
    not reported + $211,973 related
    Other
    not reported + $27,143 related
    Deferred
    not reported + $9,150 related
    Nontaxable benefits
    not reported + $1,400 related
    Filer's total
    not reported + $468,889 related

  • Soraya Diaz

    President

    Total calculated
    $398,433
    From this org
    $0
    From related orgs
    $341,229
    Other
    $57,204
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $221,978 related
    Bonus
    not reported + $91,414 related
    Other
    not reported + $27,837 related
    Deferred
    not reported + $36,031 related
    Nontaxable benefits
    not reported + $21,173 related
    Filer's total
    not reported + $398,433 related

  • Rachel Vranich

    Assistant Secretary/CLO

    Total calculated
    $369,861
    From this org
    $0
    From related orgs
    $343,947
    Other
    $25,914
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    not reported + $327,911 related
    Bonus
    not reported
    Other
    not reported + $16,036 related
    Deferred
    not reported + $9,150 related
    Nontaxable benefits
    not reported + $16,764 related
    Filer's total
    not reported + $369,861 related

  • Deborah Proctor

    Chair

    Total calculated
    $0
    Hours/week
    1 + 4 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

Schedule J, Part I, Line 4B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DESCRIBED IN 409(a): AMOUNTS INCLUDED IN W-2 AMOUNTS IN DEFERRED ------------------------- -------------------- SORAYA DIAZ $10,171 $26,881 JOHN WOODWARD $30,122 None Rachel Vranich $15,427 None Joseph Butler $9,591 None EDUARDO SALVADOR $17,175 $45,798
SCHEDULE J, PART I, LINE 3
METHODS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIALS: A RELATED ORGANIZATION USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, AND COMPENSATION STUDIES TO SET COMPENSATION FOR THE CEO AND OTHER TOP MANAGEMENT OFFICIALS, OFFICERS AND KEY EMPLOYEES. FINAL COMPENSATION AMOUNTS ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD.

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
2022
Filed
15 February 2024
IRS schema version
2022v5.0
Source object
202410409349300821

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