Civic Intelligence

Sunset Retirement Communities Inc.

990 • Fiscal year 2015 • EIN 34-4428230

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 31, 2016

4040 Indian RoadToledo, OH 43606

(419) 724-1225

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.37x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

1.72x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

58th percentile

6.5%

Higher net margin than 58% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

28th percentile

$229,250

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

27th percentile

-1.9%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

22nd percentile

-6.3%

Faster revenue growth than 22% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Assets

Down

$79,977,398

Down $1,557,754 (-1.9%) from 2014

Net Assets

Down

$50,258,966

Down $1,166,873 (-2.3%) from 2014

Liabilities

Down

$29,718,432

Down $390,881 (-1.3%) from 2014

Revenue

Down

$17,256,849

Down $1,168,335 (-6.3%) from 2014

Expenses

Up

$16,129,509

Up $388,240 (+2.5%) from 2014

Net Income

Down

$1,127,340

Down $1,556,575 (-58%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $70,841,662Liabilities 2010: $33,204,756Net Assets 2010: $37,636,9062010Assets 2011: $69,590,395Liabilities 2011: $32,485,776Net Assets 2011: $37,104,6192011Assets 2012: $74,327,988Liabilities 2012: $31,712,950Net Assets 2012: $42,615,0382012Assets 2013: $80,546,242Liabilities 2013: $31,133,929Net Assets 2013: $49,412,3132013Assets 2014: $81,535,152Liabilities 2014: $30,109,313Net Assets 2014: $51,425,8392014Assets 2015: $79,977,398Liabilities 2015: $29,718,432Net Assets 2015: $50,258,9662015Assets 2016: $80,676,433Liabilities 2016: $28,739,333Net Assets 2016: $51,937,1002016Assets 2017: $83,917,160Liabilities 2017: $27,798,860Net Assets 2017: $56,118,3002017Assets 2018: $80,522,903Liabilities 2018: $27,135,247Net Assets 2018: $53,387,6562018Assets 2019: $84,827,109Liabilities 2019: $26,077,235Net Assets 2019: $58,749,8742019Assets 2020: $105,428,225Liabilities 2020: $27,526,211Net Assets 2020: $77,902,0142020Assets 2021: $108,190,573Liabilities 2021: $23,035,159Net Assets 2021: $85,155,4142021Assets 2022: $98,632,585Liabilities 2022: $22,019,281Net Assets 2022: $76,613,3042022Assets 2023: $106,869,928Liabilities 2023: $23,590,650Net Assets 2023: $83,279,2782023Assets 2024: $114,951,179Liabilities 2024: $24,660,601Net Assets 2024: $90,290,5782024

Highlighted filing

2015

Assets$79,977,398
Liabilities$29,718,432
Net Assets$50,258,966

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Expenses 2010: $15,285,8832010Expenses 2011: $15,743,0632011Expenses 2012: $14,592,7502012Revenue 2013: $17,585,006Expenses 2013: $15,249,220Net Income 2013: $2,335,7862013Revenue 2014: $18,425,184Expenses 2014: $15,741,269Net Income 2014: $2,683,9152014Revenue 2015: $17,256,849Expenses 2015: $16,129,509Net Income 2015: $1,127,3402015Revenue 2016: $16,798,697Expenses 2016: $16,363,620Net Income 2016: $435,0772016Revenue 2017: $21,376,170Expenses 2017: $17,597,580Net Income 2017: $3,778,5902017Revenue 2018: $19,933,990Expenses 2018: $18,706,968Net Income 2018: $1,227,0222018Revenue 2019: $20,224,134Expenses 2019: $20,050,817Net Income 2019: $173,3172019Revenue 2020: $36,421,519Expenses 2020: $20,678,879Net Income 2020: $15,742,6402020Revenue 2021: $24,563,176Expenses 2021: $19,754,036Net Income 2021: $4,809,1402021Revenue 2022: $27,519,880Expenses 2022: $23,403,893Net Income 2022: $4,115,9872022Revenue 2023: $28,236,691Expenses 2023: $26,328,720Net Income 2023: $1,907,9712023Revenue 2024: $31,620,831Expenses 2024: $28,094,533Net Income 2024: $3,526,2982024

Highlighted filing

2015

Revenue$17,256,849
Expenses$16,129,509
Net Income$1,127,340
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 31, 2016
Return Version
2015v2.1
Gross Receipts
$21,877,817
Mission and Program Overview

Mission

The purpose of the Organization is to support and maintain a home for the aged and infirm. To this effect, Sunset Retirement Communities extends charitable care to those who exhaust their assets as well as provide special consideration and financial assistance, in both its admission and residency policies, to aged applicants who have no family to care for them, are of limited financial means, are in need of the services the Organization provides and are residents of the greater Toledo area. The Organization provides the following services: housing, assistance with activities of daily living (including bathing, dressing and walking), housekeeping, laundry and meal services. In addition, the Organization provides skilled nursing services to those in need of short or long term nursing care as part of a continuum of care.

Sunset Retirement provides desirable senior care facilities to approximately 300 residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$26,964,068$29,312,201▲ $2,348,133
Investments Other Securities$28,394,623$27,242,235▼ $1,152,388
Savings and Temporary Cash Investments$15,850,959$11,934,356▼ $3,916,603
Investments in Publicly Traded Securities$4,200,677$5,164,825▲ $964,148
Accounts Receivable$796,733$1,159,147▲ $362,414
Prepaid Expenses and Deferred Charges$605,229$578,041▼ $27,188
Inventories for Sale or Use$63,971$69,083▲ $5,112
Cash and Non-Interest-Bearing Accounts$602$552▼ $50
Pledges and Grants Receivable$1,320$428▼ $892
Total Assets$81,535,152$79,977,398▼ $1,557,754
Other Assets Total$4,656,970$4,516,530▼ $140,440
Liabilities
Tax Exempt Bond Liabilities$27,861,688$26,678,740▼ $1,182,948
Accounts Payable and Accrued Expenses$2,247,625$3,039,692▲ $792,067
Total Liabilities$30,109,313$29,718,432▼ $390,881
Net Assets / Fund Balance
Unrestricted Net Assets$48,717,667$47,707,950▼ $1,009,717
Permanently Rstr Net Assets$2,446,906$2,304,571▼ $142,335
Temporarily Rstr Net Assets$261,266$246,445▼ $14,821
Total Net Assets Fund Balance$51,425,839$50,258,966▼ $1,166,873
Total Liabilities and Net Assets / Fund Balance$81,535,152$79,977,398▼ $1,557,754

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,293,191$20,041,619-
Other Land Buildings$3,946,308$3,501,835-
Land$2,072,702--
Other Assets Org$1,165--
Other Securities$116,281--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vicky BartlettCEOFT$198,590$30,660$229,250
Judith Bishop-PierceCOOFT$159,577-$159,577
Mark MinardCFOFT$153,620-$153,620

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Midwest Contracting IncGeneral Contractor1428 Albon Rd, Holland, OH 43528$1,746,607
Gordon Food ServicesFood ServicesDept CH 10490, Palatine, IL 60055-0490$1,361,399
Ruscilli ConstructionGeneral Contractor5000 Arlington Center Blvd Ste 300, Columbus, OH 43220-0000$657,952
Gladieux Lumber & Supply Co IncContractor/Bldg Improvements5120 Navarre Avenue, Oregon, OH 43616-7437$520,204
Concept Rehab IncTherapy7150 Granite Circle, Toledo, OH 43617-0000$431,484
Revenue and Support

Revenue Composition

Contributions and Grants
$187,541
Program Service Revenue
$15,134,002
Investment Income
$1,894,779
Other Revenue
$40,527
All Other Contributions
$187,541
Change in Net Assets
$1,127,340

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,259,400
Revenue Not Reported on Financial Statements
$-2,551
Revenue Not Reported on Form 990
$-2,294,213
Other Revenue Adjustments
$-2,551
Total Revenue per Audited Statements
$14,965,187
Total Revenue per Form 990
$17,256,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,968,511
Other Expenses$7,160,998
Total Fundraising Expense$40,105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,232,721$1,474,511$22,216$6,729,448
Depreciation Depletion$1,828,832$49,339-$1,878,171
Interest$1,178,994--$1,178,994
Occupancy$703,404$212,146-$915,550
Other Employee Benefits$515,180$245,990-$761,170
Payroll Taxes$508,303$214,585-$722,888
Current Officers, Directors, Trustees, and Key Employees$423,197$119,251-$542,448
Fees for Services Other$397,313$84,940-$482,253
Other Expenses$356,991$163,099$6,644$356,991
All Other Expenses$286,106--$286,106
Pension Plan Contributions$121,569$90,988-$212,557
Advertising-$195,431$9,633$205,064
Fees for Service Investment Mgmnt Fees-$101,652-$101,652
Office Expenses$2,816$86,898$1,612$91,326
Fees for Services Management$64,863$13,865-$78,728
Fees for Services Accounting-$55,120-$55,120
Conferences and Meetings$16,537$29,007-$45,544
Fees for Services Legal-$28,286-$28,286
Insurance-$25,416-$25,416
Travel$1,727$3,052-$4,779
Total Functional Expenses$12,893,506$3,195,898$40,105$16,129,509

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$16,132,060
Total Expenses per Audited Statements$16,132,060
Total Expenses per Form 990$16,129,509
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-2,551
Other Expense Adjustments$-2,551
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
BCounty of Lucas Ohio2011-11-10$6,800,000Refunding of bonds
CCounty of Lucas Ohio2011-11-10$5,185,000Refunding of bonds
ACounty of Lucas Ohio2011-11-10$4,365,000Refunding of bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$6,620,888--$134,376
C$5,185,000--$102,462
A$4,269,799--$86,258

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11

The external audit firm prepares the Form 990 in conjuction with accounting staff at Sunset. The CFO reviews the Form 990. The audit firm presents the Form 990 to the audit/finance committee of Sunset. The chairman of the audit/finance committee, in conjuction with the CFO present the Form 990 to the full board. Given board approval, either the CEO or CFO sign the Form 990 prior to filing with the IRS.

Form 990, Part VI, Section B, line 12C

The Organization requires annual disclosures of any conflicts of interest. The Organization also encourages voluntary abstinence from voting on matters involving conflicts of interest.

Form 990, Part VI, Section B, line 15

Sunset Retirement Communities executive/personnel committee establishes wage and salary ranges for all positions. On an annual basis the committee is provided salary survey information from LeadingAge Ohio and LeadingAge. These reports provide wage and salary data for Ohio and for the region and nation. The LeadingAge survey further breaks this data down by size of the organization (number of residents served) and annual revenues. The executive/personnel committee is delegated the responsibility for the annual review of the president and chief executive officer. This committee also determines the annual compensation for the president and CEO. The president and CEO are responsible for evaluating the performance of employees who report directly to them and are responsible for any adjustments to those employees compensation. Performance reviews are documented and filed in the employees personnel file along with written documentation of any wage adjustments.

Form 990, Part VI, Section C, line 19

The Organization's governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Sunset Retirement Communities Inc
EIN
34-4428230
Phone
4197241225
Address
4040 Indian Road, Toledo, OH 43606

Signing Officer

Name
Mark Minard
Title
CFO
Phone
4197241225
Signed
2016-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Minard
Formed
1871
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
18
Employees
427
Volunteers
196

Preparer

Firm
Davenport Hanf & Company LLC
Address
28276 Kensington Lane, Perrysburg, OH 43551
Preparer
Holly Martens
Phone
4198725900
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

Sunset Retirement Communities, Inc.'s finance committee oversees the selection of the auditors and the audit process. This process has not changed from the prior year.

Financial Statement Notes

Part X, Line 2:

The Organization adopted the provisions of accounting for uncertainty in income taxes. As a result of the implementation, there has been no impact on the Organization's financial statements.

Part XI, Line 4B - Other Adjustments:

Loss on Disposal of Fixed Assets

Part XII, Line 4B - Other Adjustments:

Loss on Disposal of Fixed Assets

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1910583
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0Alexander Due
IRS990/Form990PartVIISectionAGrp/PersonNm1Ryan D Butt
IRS990/Form990PartVIISectionAGrp/PersonNm2Robert Gatchel
IRS990/Form990PartVIISectionAGrp/PersonNm3Mary Beth Knake
IRS990/Form990PartVIISectionAGrp/PersonNm4Heidi Glosser
IRS990/Form990PartVIISectionAGrp/PersonNm5Brenda Lee
IRS990/Form990PartVIISectionAGrp/PersonNm6Robert S Loeb
IRS990/Form990PartVIISectionAGrp/PersonNm7Tim Konieczny
IRS990/Form990PartVIISectionAGrp/PersonNm8Charles McDowell
IRS990/Form990PartVIISectionAGrp/PersonNm9Margaret McFadden
IRS990/Form990PartVIISectionAGrp/PersonNm10Barbara Kopp Miller
IRS990/Form990PartVIISectionAGrp/PersonNm11Andrew Weiner
IRS990/Form990PartVIISectionAGrp/PersonNm12Henry Merce
IRS990/Form990PartVIISectionAGrp/PersonNm13Mark Sandretto
IRS990/Form990PartVIISectionAGrp/PersonNm14Connie S Swemba
IRS990/Form990PartVIISectionAGrp/PersonNm15Diana Waugh
IRS990/Form990PartVIISectionAGrp/PersonNm16Arthur Morgan
IRS990/Form990PartVIISectionAGrp/PersonNm17Donald Mewhort
IRS990/Form990PartVIISectionAGrp/PersonNm18Judith Bishop-Pierce
IRS990/Form990PartVIISectionAGrp/PersonNm19Vicky Bartlett
IRS990/Form990PartVIISectionAGrp/PersonNm20Mark Minard
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18159577
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19218667
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20153620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18COO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01871
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-2551
IRS990/GainOrLossGrp/SecuritiesAmt0327726
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04946143
IRS990/GrossReceiptsAmt021877817
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt025416
IRS990/InsuranceGrp/TotalAmt025416
IRS990/InterestGrp/ProgramServicesAmt01178994
IRS990/InterestGrp/TotalAmt01178994
IRS990/InventoriesForSaleOrUseGrp/BOYAmt063971
IRS990/InventoriesForSaleOrUseGrp/EOYAmt069083
IRS990/InvestmentIncomeGrp/ExclusionAmt01569604
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01569604
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt028394623
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt027242235
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04200677
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05164825
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt052
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023543454
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026964068
IRS990/LandBldgEquipBasisNetGrp/EOYAmt029312201
IRS990/LandBldgEquipCostOrOtherBssAmt052855655
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt02551
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04618417
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt040527
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt040527
IRS990/MissionDesc0The Organization's mission is "Enriching Individual Life Journeys" through its core values of Respect, Integrity,Service and Excellence and creating an organization that promotes innovation, provides comprehensive services and builds community partnerships. Sunset Retirement Communities extends charitable care to those who exhaust their assets as well as provides special consideration and financial assistance, in both its admission and residency policies, to aged applicants who have no family to care for them, are of limited financial means, are in need of services the Organization provides and are residents of the greater Toledo, Ohio area. The Organization provides the following services to its residents: housing, assistance with activities of daily living (including bathing, dressing and walking), housekeeping, laundry and meal services. In addition, the Organization provides skilled nursing services and Hospice and palliative care services.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt051425839
IRS990/NetAssetsOrFundBalancesEOYAmt050258966
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0325175
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0325175
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2294213
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0212146
IRS990/OccupancyGrp/ProgramServicesAmt0703404
IRS990/OccupancyGrp/TotalAmt0915550
IRS990/OfficeExpensesGrp/FundraisingAmt01612
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt086898
IRS990/OfficeExpensesGrp/ProgramServicesAmt02816
IRS990/OfficeExpensesGrp/TotalAmt091326
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04656970
IRS990/OtherAssetsTotalGrp/EOYAmt04516530
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0245990
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0515180
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0761170
IRS990/OtherExpensesGrp/Desc0Food Costs
IRS990/OtherExpensesGrp/Desc1Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc2Other Expenses
IRS990/OtherExpensesGrp/Desc3State Mandated Fees
IRS990/OtherExpensesGrp/FundraisingAmt06644
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02322
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1163099
IRS990/OtherExpensesGrp/ProgramServicesAmt0602957
IRS990/OtherExpensesGrp/ProgramServicesAmt1429465
IRS990/OtherExpensesGrp/ProgramServicesAmt2222531
IRS990/OtherExpensesGrp/ProgramServicesAmt3356991
IRS990/OtherExpensesGrp/TotalAmt0602957
IRS990/OtherExpensesGrp/TotalAmt1431787
IRS990/OtherExpensesGrp/TotalAmt2392274
IRS990/OtherExpensesGrp/TotalAmt3356991
IRS990/OtherRevenueTotalAmt040527
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022216
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01474511
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05232721
IRS990/OtherSalariesAndWagesGrp/TotalAmt06729448
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0214585
IRS990/PayrollTaxesGrp/ProgramServicesAmt0508303
IRS990/PayrollTaxesGrp/TotalAmt0722888
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt090988
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0121569
IRS990/PensionPlanContributionsGrp/TotalAmt0212557
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02446906
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02304571
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01320
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0428
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0605229
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0578041

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$24.7$90.3$31.6$28.1$3.53
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$23.6$83.3$28.2$26.3$1.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.6$22.0$76.6$27.5$23.4$4.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$108$23.0$85.2$24.6$19.8$4.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$105$27.5$77.9$36.4$20.7$15.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.8$26.1$58.7$20.2$20.1$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.5$27.1$53.4$19.9$18.7$1.23
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.9$27.8$56.1$21.4$17.6$3.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$80.7$28.7$51.9$16.8$16.4$0.44
2015Detailed filing. Detailed filing data is available for this year.$80.0$29.7$50.3$17.3$16.1$1.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$81.5$30.1$51.4$18.4$15.7$2.68
2013Detailed filing. Detailed filing data is available for this year.$80.5$31.1$49.4$17.6$15.2$2.34
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.3$31.7$42.6$14.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.6$32.5$37.1$15.7
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.8$33.2$37.6$15.3