Skip to content
Nonprofiteer
← SUNRISE VILLAGE

Form 990 for tax year 2022

Filed by SUNRISE VILLAGE.

Totals

Total revenue
$3,027,259
Total expenses
$2,118,401
Contributions and grants received
$41,415
Grants paid
$0
Program service revenue
$2,591,680
Investment income
$28,765
Other revenue
$365,399
Total assets, end of year
$5,491,967
Total liabilities, end of year
$1,562,125
Net assets or fund balances, end of year
$3,929,842
Program services expenses (Part IX)
$1,684,103
Management and general expenses
$434,298
Fundraising expenses
$0
Program service expenses (Part III)
$1,684,103

Program services were 79.5% 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.

  • 1d · Related organizations

    $9,300

  • 1e · Government grants (contributions)

    $32,115

  • 2a · Program service revenue: TENANT REVENUE

    total $2,591,680 · related or exempt $2,591,680

  • 3 · Investment income

    total $30,211 · excluded $30,211

  • 6a · Gross rents

    real property $2,840

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $2,840

  • 6d · Net rental income or loss

    total $2,840 · excluded $2,840

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

    securities $1,446

  • 7c · Gain or loss

    securities -$1,446

  • 7d · Net gain or loss

    total -$1,446 · excluded -$1,446

  • 11a · Other revenue: INSURANCE CLAIM

    total $338,600 · excluded $338,600

  • 11b · Other revenue: MANAGEMENT FEES

    total $23,795 · excluded $23,795

  • 11c · Other revenue: GUEST MEALS

    total $164 · excluded $164

  • 11e · Other revenue, total

    $362,559

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $749,309 · program services $567,089 · management and general $182,220

  • 8 · Pension plan contributions

    total $6,230 · program services $4,715 · management and general $1,515

  • 9 · Other employee benefits

    total $63,252 · program services $47,870 · management and general $15,382

  • 10 · Payroll taxes

    total $53,682 · program services $40,627 · management and general $13,055

  • 11c · Fees: accounting

    total $4,200 · management and general $4,200

  • 11g · Fees: other

    total $184,942 · program services $36,138 · management and general $148,804

  • 12 · Advertising and promotion

    total $199 · program services $191 · management and general $8

  • 13 · Office expenses

    total $80,218 · program services $54,587 · management and general $25,631

  • 14 · Information technology

    total $10,836 · management and general $10,836

  • 16 · Occupancy

    total $256,488 · program services $246,084 · management and general $10,404

  • 17 · Travel

    total $27,600 · program services $26,480 · management and general $1,120

  • 19 · Conferences, conventions and meetings

    total $4,241 · management and general $4,241

  • 20 · Interest

    total $59,445 · program services $57,034 · management and general $2,411

  • 22 · Depreciation, depletion and amortization

    total $273,295 · program services $262,209 · management and general $11,086

  • 23 · Insurance

    total $19,833 · program services $19,028 · management and general $805

  • 24a · Other expenses: FOOD

    total $259,554 · program services $259,554

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $63,602 · program services $61,022 · management and general $2,580

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $1,475 · program services $1,475

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $728,564 · end of year $393,582

  • 2 · Savings and temporary cash investments

    beginning of year $1,177,504 · end of year $1,913,024

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

    $8,549,799

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

    $6,093,503

  • 10c · Land, buildings and equipment, net

    beginning of year $2,341,654 · end of year $2,456,296

  • 11 · Investments: publicly traded securities

    beginning of year $393,351 · end of year $413,756

  • 15 · Other assets

    beginning of year $343,066 · end of year $315,309

  • 17 · Accounts payable and accrued expenses

    beginning of year $25,491 · end of year $30,969

  • 19 · Deferred revenue

    beginning of year -$1,755 · end of year -$1,755

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,793,361 · end of year $1,440,354

  • 21 · Escrow or custodial account liability

    beginning of year $86,557 · end of year $92,557

  • 25 · Other liabilities

    beginning of year $76,466 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $3,004,019 · end of year $3,929,842

Mission and programs · 2022

Mission

SERVING OTHERS TOGETHER IN FAITH, COMMUNITY AND LIFE.

Activities or mission (Part I)

CONGREGATE HOUSING AND ASSISTED LIVING FACILITIES.

  • SUNRISE VILLAGE PROVIDES HOUSING AND ASSISTED LIVING FOR THE ELDERLY BY OPERATING A 55-UNIT INDEPENDENT LIVING FACILITY AND A 37-UNIT ASSISTED LIVING FACILITY IN WILLMAR, MN. SUNRISE VILLAGE INDEPENDENT APARTMENTS PROVIDE HOUSING FOR THOSE WHO ARE 62 AND OLDER AND WANT A HIGH LEVEL OF INDEPENDENCE COMBINED WITH SECURITY AND FREEDOM FROM THE RESPONSIBILITIES OF YARDWORK, SNOW REMOVAL, AND MAINTENANCE. FOR THE YEAR ENDED 9/30/23, SUNRISE VILLAGE INDEPENDENT LIVING SERVED 58 PEOPLE AND AN OCCUPANCY OF 99.2%. SUNRISE VILLAGE ASSISTED LIVING APARTMENTS PROVIDE PRIVACY AND INDEPENDENCE AND ASSURANCE THAT PERSONALIZED ASSISTANCE IS AVAILABLE. THEY ARE IDEAL FOR OLDER PERSONS WHO NEED SUPPORTIVE SERVICES, BUT DO NOT NEED AROUND-THE-CLOCK NURSING CARE. FOR THE YEAR ENDED 9/30/23, SUNRISE VILLAGE ASSISTED LIVING SERVED 40 PEOPLE, AND HAD AN OCCUPANCY OF 97.7%.

    Expenses $1,684,103 · Revenue $2,591,680

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Roger Ahrenholz

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Myron Behm

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Sherri Pool

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Luther Dykema

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Julie Kveene

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Joan Blonigan Christianson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Karen Tusha Mohlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Pastor Dean Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • David Gehant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Michael Gilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Dr Betty Strehlow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Cheryl Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.4 related

  • Michelle Haefner

    CEO

    Total calculated
    $350,031
    From this org
    $0
    From related orgs
    $310,782
    Other
    $39,249
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,782 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,054 related
    Nontaxable benefits
    $0 + $30,195 related
    Filer's total
    $0 + $350,031 related

  • Ashley Bormann

    COO

    Total calculated
    $197,465
    From this org
    $0
    From related orgs
    $161,531
    Other
    $35,934
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,531 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,489 related
    Nontaxable benefits
    $0 + $30,445 related
    Filer's total
    $0 + $197,465 related

  • Tamala Gjerde

    FINANCE DIRECTOR

    Total calculated
    $117,963
    From this org
    $0
    From related orgs
    $86,001
    Other
    $31,962
    Hours/week
    8 + 32 related

  • Troy Pederson

    VP OF SENIOR HOUSING

    Total calculated
    $66,149
    From this org
    $0
    From related orgs
    $66,149
    Other
    $0
    Hours/week
    8 + 32 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
THE CEO IS COMPENSATED BY BETHESDA, A MINNESOTA NON-PROFIT RELATED ORGANIZATION. BETHESDA USES THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: 1. INDEPENDENT COMPENSATION CONSULTANT 2. COMPENSATION SURVEY 3. APPROVAL BY THE BOARD OF DIRECTORS 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.

  • BETHESDA

    501(C)(3) · NURSING HOME · MN · controlled entity

    Directly controlled by SEE PART VII

  • CENTENNIAL SQUARE

    501(C)(3) · LOW INCOME HOUSING · MN · controlled entity

    Directly controlled by SEE PART VII

  • BETHESDA FOUNDATION OF WILLMAR

    501(C)(3) · SUPPORTING ORGANIZATION · MN · controlled entity

    Directly controlled by SEE PART VII

Provenance

Return type
form_990
Tax year
2022
Filed
16 July 2024
IRS schema version
2022v5.0
Source object
202441999349300344

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.