Civic Intelligence

Sunrise Side Senior Services

990 • Fiscal year 2017 • EIN 38-2213493

Oct 01, 2016 to Sep 30, 2017 • Filed on Nov 30, 2017

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

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.01x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

63rd percentile

8.9%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

59th percentile

$36,950

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

80th percentile

24%

Faster asset growth than 80% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

49th percentile

4.1%

Faster revenue growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$328,473

Up $64,552 (+24%) from 2016

Net Assets

Up

$323,561

Up $65,418 (+25%) from 2016

Liabilities

Down

$4,912

Down $866 (-15%) from 2016

Revenue

Up

$735,886

Up $29,006 (+4.1%) from 2016

Expenses

Down

$670,468

Down $23,901 (-3.4%) from 2016

Net Income

Up

$65,418

Up $52,907 (+423%) from 2016

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

2017

Assets$328,473
Liabilities$4,912
Net Assets$323,561

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

2017

Revenue$735,886
Expenses$670,468
Net Income$65,418
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Nov 30, 2017
Return Version
2016v3.0
Gross Receipts
$735,886
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$240,215$272,818▲ $32,603
Land, Buildings, and Equipment, Net$19,161$51,543▲ $32,382
Inventories for Sale or Use$3,225$2,792▼ $433
Accounts Receivable$1,320$1,320→ $0
Total Assets$263,921$328,473▲ $64,552
Liabilities
Accounts Payable and Accrued Expenses$5,778$4,912▼ $866
Total Liabilities$5,778$4,912▼ $866
Net Assets / Fund Balance
Unrestricted Net Assets$258,143$323,561▲ $65,418
Total Net Assets Fund Balance$258,143$323,561▲ $65,418
Total Liabilities and Net Assets / Fund Balance$263,921$328,473▲ $64,552

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$51,543$65,921$117,464
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Angela WeeksExecutive DirectorFT$36,950$36,950

Board Members and Trustees

NameTitle
Larry SabinChair Person
Virginia ZygielVice-chair
Cathy BashawDirector
Cindy SabinDirector
Mary SantureDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$655,947
Program Service Revenue
$79,561
Investment Income
$378
Other Revenue
$0
All Other Contributions
$37,000
Change in Net Assets
$65,418

Audited Revenue Reconciliation

Revenue per Audited Statements
$735,886
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$735,886
Total Revenue per Form 990
$735,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$382,887
Other Expenses$287,581
Total Fundraising Expense$19,580
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$280,332$15,612$17,521$313,465
Current Officers, Directors, Trustees, and Key Employees-$36,950-$36,950
All Other Expenses$29,750$4,556$165$34,471
Payroll Taxes$25,977$4,871$1,624$32,472
Insurance$13,392$2,363-$15,755
Other Expenses$15,619--$15,619
Occupancy$10,951$1,932-$12,883
Travel$6,610$1,167-$7,777
Office Expenses$4,321$810$270$5,401
Fees for Services Accounting-$4,900-$4,900
Depreciation Depletion$3,925$693-$4,618
Advertising$20--$20
Total Functional Expenses$577,034$73,854$19,580$670,468

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$670,468
Total Expenses per Audited Statements$670,468
Total Expenses per Form 990$670,468
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 11B

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
2017-11-30

Organization Details

Principal Officer
Angela Weeks
Formed
1978
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
0
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 405 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/PublicSupportPY170Pct00.99810
IRS990ScheduleA/PublicSupportTotal170Amt03125453
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt0416000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt0420000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt0418000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt0412000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt0412000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt02078000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0655947
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0620391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0653255
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0608922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0586938
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03125453
IRS990ScheduleA/TotalSupportAmt03128804
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/ExpensesSubtotalAmt0670468
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt051543
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt065921
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0117464
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0735886
IRS990ScheduleD/TotalBookValueLandBuildingsAmt051543
IRS990ScheduleD/TotalExpensesPerForm990Amt0670468
IRS990ScheduleD/TotalRevenuePerForm990Amt0735886
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0735886
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0670468
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 11b
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/TotalAssetsBOYAmt0263921
IRS990/TotalAssetsEOYAmt0328473
IRS990/TotalAssetsGrp/BOYAmt0263921
IRS990/TotalAssetsGrp/EOYAmt0328473
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0655947
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt019580
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073854
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0577034
IRS990/TotalFunctionalExpensesGrp/TotalAmt0670468
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05778
IRS990/TotalLiabilitiesEOYAmt04912
IRS990/TotalLiabilitiesGrp/BOYAmt05778
IRS990/TotalLiabilitiesGrp/EOYAmt04912
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0258143
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0323561
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0577034
IRS990/TotalProgramServiceRevenueAmt079561
IRS990/TotalReportableCompFromOrgAmt036950
IRS990/TotalRevenueGrp/ExclusionAmt0378
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt079561
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0735886
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0263921
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0328473
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt01167
IRS990/TravelGrp/ProgramServicesAmt06610
IRS990/TravelGrp/TotalAmt07777
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0258143
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0323561
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANGELA WEEKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09896532692
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-30
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/FilingSecurityInformation/AtSubmissionCreationDeviceId066D2387095225A0174417467268BED15172196F2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId066D2387095225A0174417467268BED15172196F2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.209.251.180
ReturnHeader/FilingSecurityInformation/IPDt02017-11-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:59:23
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
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-30
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X

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
2017Detailed filing. Detailed filing data is available for this year.$3.28$0.05$3.24$7.36$6.70$0.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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