Civic Intelligence

Sunrise Side Senior Services

990 • Fiscal year 2016 • EIN 38-2213493

Oct 01, 2015 to Sep 30, 2016 • Filed on Nov 21, 2016

PO Box 36Omer, MI 48749-0036

(989) 653-2692

Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

47th percentile

1.8%

Higher net margin than 47% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

59th percentile

$36,375

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

53rd percentile

2.5%

Faster asset growth than 53% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-4.8%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$263,921

Up $6,529 (+2.5%) from 2015

Net Assets

Up

$258,143

Up $12,511 (+5.1%) from 2015

Liabilities

Down

$5,778

Down $5,982 (-51%) from 2015

Revenue

Down

$706,880

Down $35,716 (-4.8%) from 2015

Expenses

Down

$694,369

Down $34,602 (-4.7%) from 2015

Net Income

Down

$12,511

Down $1,114 (-8.2%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $348,134Liabilities 2011: $286Net Assets 2011: $347,8482011Assets 2012: $356,597Liabilities 2012: $4,953Net Assets 2012: $351,6442012Assets 2013: $276,875Liabilities 2013: $5,612Net Assets 2013: $271,2632013Assets 2014: $238,106Liabilities 2014: $6,099Net Assets 2014: $232,0072014Assets 2015: $257,392Liabilities 2015: $11,760Net Assets 2015: $245,6322015Assets 2016: $263,921Liabilities 2016: $5,778Net Assets 2016: $258,1432016Assets 2017: $328,473Liabilities 2017: $4,912Net Assets 2017: $323,5612017Assets 2018: $356,012Liabilities 2018: $6,816Net Assets 2018: $349,1962018Assets 2019: $407,783Liabilities 2019: $4,038Net Assets 2019: $403,7452019Assets 2020: $484,105Liabilities 2020: $81,033Net Assets 2020: $403,0722020Assets 2021: $538,217Liabilities 2021: $3,266Net Assets 2021: $534,9512021Assets 2022: $584,342Liabilities 2022: $3,686Net Assets 2022: $580,6562022Assets 2023: $717,246Liabilities 2023: $1,592Net Assets 2023: $715,6542023Assets 2024: $807,598Liabilities 2024: $1,110Net Assets 2024: $806,4882024Assets 2025: $914,326Liabilities 2025: $0Net Assets 2025: $914,3262025

Highlighted filing

2016

Assets$263,921
Liabilities$5,778
Net Assets$258,143

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $669,2042011Expenses 2012: $696,7382012Revenue 2013: $665,997Expenses 2013: $746,378Net Income 2013: -$80,3812013Revenue 2014: $692,663Expenses 2014: $731,919Net Income 2014: -$39,2562014Revenue 2015: $742,596Expenses 2015: $728,971Net Income 2015: $13,6252015Revenue 2016: $706,880Expenses 2016: $694,369Net Income 2016: $12,5112016Revenue 2017: $735,886Expenses 2017: $670,468Net Income 2017: $65,4182017Revenue 2018: $714,513Expenses 2018: $688,878Net Income 2018: $25,6352018Revenue 2019: $749,787Expenses 2019: $695,238Net Income 2019: $54,5492019Revenue 2020: $785,554Expenses 2020: $786,227Net Income 2020: -$6732020Revenue 2021: $878,745Expenses 2021: $746,866Net Income 2021: $131,8792021Revenue 2022: $786,565Expenses 2022: $740,860Net Income 2022: $45,7052022Revenue 2023: $870,419Expenses 2023: $735,421Net Income 2023: $134,9982023Revenue 2024: $826,544Expenses 2024: $735,710Net Income 2024: $90,8342024Revenue 2025: $820,427Expenses 2025: $712,589Net Income 2025: $107,8382025

Highlighted filing

2016

Revenue$706,880
Expenses$694,369
Net Income$12,511
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Nov 21, 2016
Return Version
2015v2.1
Gross Receipts
$706,880
Mission and Program Overview

Mission

To assist with the health and well being, of persons age 60 years and over, by providing nutritional, homemaking, and personal care services in the arenac county, mi area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$224,973$240,215▲ $15,242
Land, Buildings, and Equipment, Net$26,610$19,161▼ $7,449
Inventories for Sale or Use$4,333$3,225▼ $1,108
Accounts Receivable$1,476$1,320▼ $156
Total Assets$257,392$263,921▲ $6,529
Liabilities
Accounts Payable and Accrued Expenses$11,760$5,778▼ $5,982
Total Liabilities$11,760$5,778▼ $5,982
Net Assets / Fund Balance
Unrestricted Net Assets$245,632$258,143▲ $12,511
Total Net Assets Fund Balance$245,632$258,143▲ $12,511
Total Liabilities and Net Assets / Fund Balance$257,392$263,921▲ $6,529

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$19,161$61,303$80,464
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Angela WeeksExecutive DirectorFT$36,375$36,375

Board Members and Trustees

NameTitle
Larry SabinChair Person
Robert HouseVice Chairman
John KuptzDirector
Judy KuptzDirector
Virginia ZygielDirector
Zara PeekSec/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$620,391
Program Service Revenue
$86,099
Investment Income
$390
Other Revenue
$0
All Other Contributions
$6,200
Change in Net Assets
$12,511

Audited Revenue Reconciliation

Revenue per Audited Statements
$706,880
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$706,880
Total Revenue per Form 990
$706,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$391,914
Other Expenses$302,455
Total Fundraising Expense$20,218
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$284,196$16,912$17,762$318,870
All Other Expenses$36,071$5,348$429$41,848
Payroll Taxes$29,335$5,500$1,834$36,669
Current Officers, Directors, Trustees, and Key Employees-$36,375-$36,375
Other Expenses$17,508--$17,508
Insurance$12,866$2,271-$15,137
Occupancy$10,395$1,834-$12,229
Travel$6,641$1,172-$7,813
Depreciation Depletion$6,332$1,117-$7,449
Fees for Services Accounting-$4,800-$4,800
Office Expenses$3,102$582$193$3,877
Advertising$525--$525
Total Functional Expenses$598,240$75,911$20,218$694,369

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$694,369
Total Expenses per Audited Statements$694,369
Total Expenses per Form 990$694,369
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 form 990 is reviewed by the executive director and board of directors at a regular meeting, with the preparer, before filing.

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

Annually, each board member and key employee report to the executive director regarding any conflicts of interest. Likewise, the exec. Diretor reports to the board.

Form 990, Part VI, Section B, line 15

The personnel committee meets annually to review the executive directors performance and salary. Documentation is maintained in the directors personnel file.

Form 990, Part VI, Section C, line 19

Upon request to the executive director, the governing documents, conflict of interest policy, and financial statements are made available by visiting the administration office.

Filing and Contact Details

Filer

Filer Name
Sunrise Side Senior Services
EIN
38-2213493
Phone
9896532692
Address
PO BOX 36, OMER, MI 48749-0036

Signing Officer

Name
Angela Weeks
Title
Executive Director
Phone
9896532692
Signed
2016-11-21

Organization Details

Principal Officer
Angela Weeks
Formed
1978
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
34
Volunteers
0

Preparer

Firm
Dan Smith & Company Pc
Address
114 N COURT AVE, GAYLORD, MI 49735
Phone
9897321441
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

No changes from the prior year

Raw XML AppendixShowing 400 of 407 raw XML fields

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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0305
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0454
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0679
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02127
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0417613
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01525
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02159
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03684
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99810
IRS990ScheduleA/PublicSupportPY170Pct00.99770
IRS990ScheduleA/PublicSupportTotal170Amt03085246
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt0420000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt0418000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt0412000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt0412000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt0411000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt02073000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0620391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0653255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0608922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0586938
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0615740
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03085246
IRS990ScheduleA/TotalSupportAmt03091057
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0694369
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt019161
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt061303
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt080464
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0706880
IRS990ScheduleD/TotalBookValueLandBuildingsAmt019161
IRS990ScheduleD/TotalExpensesPerForm990Amt0694369
IRS990ScheduleD/TotalRevenuePerForm990Amt0706880
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0706880
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0694369
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS AT A REGULAR MEETING, WITH THE PREPARER, BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, EACH BOARD MEMBER AND KEY EMPLOYEE REPORT TO THE EXECUTIVE DIRECTOR REGARDING ANY CONFLICTS OF INTEREST. LIKEWISE, THE EXEC. DIRETOR REPORTS TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PERSONNEL COMMITTEE MEETS ANNUALLY TO REVIEW THE EXECUTIVE DIRECTORS PERFORMANCE AND SALARY. DOCUMENTATION IS MAINTAINED IN THE DIRECTORS PERSONNEL FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST TO THE EXECUTIVE DIRECTOR, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE BY VISITING THE ADMINISTRATION OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGES FROM THE PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0257392
IRS990/TotalAssetsEOYAmt0263921
IRS990/TotalAssetsGrp/BOYAmt0257392
IRS990/TotalAssetsGrp/EOYAmt0263921
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0620391
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020218
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075911
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0598240
IRS990/TotalFunctionalExpensesGrp/TotalAmt0694369
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011760
IRS990/TotalLiabilitiesEOYAmt05778
IRS990/TotalLiabilitiesGrp/BOYAmt011760
IRS990/TotalLiabilitiesGrp/EOYAmt05778
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0245632
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0258143
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0598240
IRS990/TotalProgramServiceRevenueAmt086099
IRS990/TotalReportableCompFromOrgAmt036375
IRS990/TotalRevenueGrp/ExclusionAmt0390
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt086099
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0706880
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0257392
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0263921
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01172
IRS990/TravelGrp/ProgramServicesAmt06641
IRS990/TravelGrp/TotalAmt07813
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0245632
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0258143
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 36
IRS990/USAddress/CityNm0OMER
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048749
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA WEEKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09896532692
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNRISE SIDE SENIOR SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0382213493
ReturnHeader/Filer/PhoneNum09896532692
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 36
ReturnHeader/Filer/USAddress/CityNm0OMER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0487490036
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475207068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAN SMITH & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0114 N COURT AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAYLORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049735
ReturnHeader/PreparerPersonGrp/PhoneNum09897321441

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$8.20$7.13$1.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.08$0.01$8.06$8.27$7.36$0.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.17$0.02$7.16$8.70$7.35$1.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.04$5.81$7.87$7.41$0.46
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.03$5.35$8.79$7.47$1.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.84$0.81$4.03$7.86$7.86$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.04$4.04$7.50$6.95$0.55
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.07$3.49$7.15$6.89$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.05$3.24$7.36$6.70$0.65
2016Detailed filing. Detailed filing data is available for this year.$2.64$0.06$2.58$7.07$6.94$0.13
2015Summary only. Only limited summary data is available for this year.$2.57$0.12$2.46$7.43$7.29$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.38$0.06$2.32$6.93$7.32$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.77$0.06$2.71$6.66$7.46$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.05$3.52$6.97
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.00$3.48$6.69