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Nonprofiteer
← SUNRISE COMMUNITY OF POLK COUNTY INC

Form 990 for tax year 2022

Filed by SUNRISE COMMUNITY OF POLK COUNTY INC.

Totals

Total revenue
$4,512,938
Total expenses
$3,971,050
Contributions and grants received
$992,092
Grants paid
$0
Program service revenue
$3,505,980
Investment income
-$7,753
Other revenue
$22,619
Total assets, end of year
$839,446
Total liabilities, end of year
$624,374
Net assets or fund balances, end of year
$215,072
Program services expenses (Part IX)
$3,795,878
Management and general expenses
$175,172
Fundraising expenses
$0
Program service expenses (Part III)
$3,795,878

Program services were 95.6% 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.

  • 1e · Government grants (contributions)

    $985,120

  • 1f · All other contributions, gifts and grants

    $6,972

  • 2a · Program service revenue: MEDICAID WAIVER REVENU

    total $3,139,725 · related or exempt $3,139,725

  • 2b · Program service revenue: CONTRACT REVENUE

    total $365,967 · related or exempt $365,967

  • 2c · Program service revenue: OTHER PROGRAM SERVICE

    total $288 · related or exempt $288

  • 7a · Gross sales of assets other than inventory

    other assets $37,913

  • 7b · Less cost or other basis and sales expenses

    other assets $45,666

  • 7c · Gain or loss

    other assets -$7,753

  • 7d · Net gain or loss

    total -$7,753 · excluded -$7,753

  • 11a · Other revenue: INSURANCE PROCEEDS

    total $22,619 · related or exempt $22,619

  • 11e · Other revenue, total

    $22,619

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,738,139 · program services $2,606,325 · management and general $131,814

  • 8 · Pension plan contributions

    total $9,175 · program services $8,754 · management and general $421

  • 9 · Other employee benefits

    total $166,928 · program services $159,270 · management and general $7,658

  • 10 · Payroll taxes

    total $211,093 · program services $201,408 · management and general $9,685

  • 11a · Fees: management

    total $278,432 · management and general $278,432

  • 11c · Fees: accounting

    total $15,514 · management and general $15,514

  • 11g · Fees: other

    total $28,019 · program services $16,863 · management and general $11,156

  • 12 · Advertising and promotion

    total $6,594 · program services $947 · management and general $5,647

  • 13 · Office expenses

    total $90,336 · program services $51,595 · management and general $38,741

  • 16 · Occupancy

    total $367,890 · program services $316,937 · management and general $50,953

  • 17 · Travel

    total $119,335 · program services $115,439 · management and general $3,896

  • 22 · Depreciation, depletion and amortization

    total $75,964 · program services $73,071 · management and general $2,893

  • 23 · Insurance

    total $126,631 · program services $124,368 · management and general $2,263

  • 24a · Other expenses: FOOD & KITCHEN SUPPLIES

    total $112,858 · program services $112,858

  • 24b · Other expenses: SMALL APPLIANCES & FURN

    total $34,567 · program services $34,106 · management and general $461

  • 24c · Other expenses: HOUSEKEEPING EXPENSE

    total $21,056 · program services $20,775 · management and general $281

  • 24d · Other expenses: STAFF DEVELOPMENT & TRA

    total $7,455 · program services $2,308 · management and general $5,147

  • 24e · All other expenses

    total -$438,936 · program services -$49,146 · management and general -$389,790

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $500 · end of year $500

  • 4 · Accounts receivable

    beginning of year $214,242 · end of year $259,289

  • 9 · Prepaid expenses and deferred charges

    end of year $10,820

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

    $1,045,127

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

    $800,440

  • 10c · Land, buildings and equipment, net

    beginning of year $290,491 · end of year $244,687

  • 15 · Other assets

    beginning of year $4,100 · end of year $324,150

  • 17 · Accounts payable and accrued expenses

    beginning of year $238,146 · end of year $237,591

  • 19 · Deferred revenue

    beginning of year $1,050,402 · end of year $65,050

  • 25 · Other liabilities

    beginning of year $0 · end of year $321,733

  • 27 · Net assets without donor restrictions

    beginning of year -$779,215 · end of year $215,072

Mission and programs · 2022

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 FLORIDA.

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 FLORIDA. IN THE CURRENT YEAR, THE FILING ORGANIZATION PROVIDED SERVICES TO 54 INDIVIDUALS.

    Expenses $3,795,878 · Revenue $3,528,599

As filed on the 2022 return.

Listed in Part VII

  • Zachary Wray

    PRESIDENT

    Total calculated
    $394,888
    From this org
    $0
    From related orgs
    $373,309
    Other
    $21,579
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,309 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,579 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $394,888 related

  • John Kelleher CPA

    SECRETARY/TREASURER

    Total calculated
    $296,189
    From this org
    $0
    From related orgs
    $262,659
    Other
    $33,530
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,659 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $33,530 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $296,189 related

  • Sherri Potter

    ASSISTANT SECRETARY

    Total calculated
    $159,858
    From this org
    $0
    From related orgs
    $129,768
    Other
    $30,090
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $129,768 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $30,090 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $159,858 related

  • Connie Crowther

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Robert Coker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Rose Pujol

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 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 POLK COUNTY, 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 POLK COUNTY, 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
2022
Filed
26 February 2024
IRS schema version
2022v5.0
Source object
202400579349301435

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