Civic Intelligence

Sunrise Manor

990 • Fiscal year 2022 • EIN 42-0805391

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 01, 2023

Organization ProfileWWW.SUNRISERETIREMENT.COM

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5501 Gordon DriveSioux City, IA 51106

(712) 276-3821

Siviq Scores

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

Liabilities / Assets

96th percentile

1.16x

Higher debt load relative to assets than 96% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

2.09x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

17th percentile

-8.8%

Higher net margin than 17% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$146,144

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.7%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

60th percentile

10%

Faster revenue growth than 60% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$23,495,778

Down $1,154,761 (-4.7%) from 2021

Net Assets

Down

-$3,810,756

Down $1,275,523 (-50%) from 2021

Liabilities

Up

$27,306,534

Up $120,762 (+0.4%) from 2021

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin17th percentile

Revenue

Up

$13,050,018

Up $1,187,704 (+10%) from 2021

Expenses

Up

$14,203,286

Up $656,082 (+4.8%) from 2021

Net Income

Up

-$1,153,268

Up $531,622 (+32%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$40M$30M$20M$10M$0-$10MAssets 2010: $20,954,508Liabilities 2010: $16,418,193Net Assets 2010: $4,536,3152010Assets 2011: $25,163,012Liabilities 2011: $20,803,345Net Assets 2011: $4,359,6672011Assets 2012: $33,692,086Liabilities 2012: $31,400,424Net Assets 2012: $2,291,6622012Assets 2013: $32,931,205Liabilities 2013: $30,911,969Net Assets 2013: $2,019,2362013Assets 2014: $30,991,022Liabilities 2014: $29,428,705Net Assets 2014: $1,562,3172014Assets 2015: $30,401,058Liabilities 2015: $28,832,356Net Assets 2015: $1,568,7022015Assets 2016: $29,879,147Liabilities 2016: $27,955,693Net Assets 2016: $1,923,4542016Assets 2017: $28,971,948Liabilities 2017: $27,319,225Net Assets 2017: $1,652,7232017Assets 2018: $27,927,365Liabilities 2018: $28,002,156Net Assets 2018: -$74,7912018Assets 2019: $27,831,304Liabilities 2019: $28,135,405Net Assets 2019: -$304,1012019Assets 2020: $27,639,625Liabilities 2020: $27,483,954Net Assets 2020: $155,6712020Assets 2021: $24,650,539Liabilities 2021: $27,185,772Net Assets 2021: -$2,535,2332021Assets 2022: $23,495,778Liabilities 2022: $27,306,534Net Assets 2022: -$3,810,7562022Assets 2023: $22,642,480Liabilities 2023: $27,211,853Net Assets 2023: -$4,569,3732023Assets 2024: $21,604,575Liabilities 2024: $27,126,157Net Assets 2024: -$5,521,5822024

Highlighted filing

2022

Assets$23,495,778
Liabilities$27,306,534
Net Assets-$3,810,756
Open 2022 Filing

Operations Trend

Revenue Growth60th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $8,193,0492010Expenses 2011: $8,678,1382011Expenses 2012: $10,677,0392012Revenue 2013: $8,038,503Expenses 2013: $8,310,929Net Income 2013: -$272,4262013Revenue 2014: $8,475,319Expenses 2014: $8,766,324Net Income 2014: -$291,0052014Revenue 2015: $8,961,360Expenses 2015: $8,950,597Net Income 2015: $10,7632015Revenue 2016: $9,630,934Expenses 2016: $9,288,754Net Income 2016: $342,1802016Revenue 2017: $9,223,849Expenses 2017: $9,484,304Net Income 2017: -$260,4552017Revenue 2018: $9,256,652Expenses 2018: $9,485,153Net Income 2018: -$228,5012018Revenue 2019: $9,817,044Expenses 2019: $10,048,942Net Income 2019: -$231,8982019Revenue 2020: $10,892,653Expenses 2020: $10,470,487Net Income 2020: $422,1662020Revenue 2021: $11,862,314Expenses 2021: $13,547,204Net Income 2021: -$1,684,8902021Revenue 2022: $13,050,018Expenses 2022: $14,203,286Net Income 2022: -$1,153,2682022Revenue 2023: $14,133,517Expenses 2023: $14,933,376Net Income 2023: -$799,8592023Revenue 2024: $14,487,073Expenses 2024: $15,474,802Net Income 2024: -$987,7292024

Highlighted filing

2022

Revenue$13,050,018
Expenses$14,203,286
Net Income-$1,153,268
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 1, 2023
Return Version
2022v5.0
Gross Receipts
$13,093,029
Mission and Program Overview

Mission

Provide housing and services to siouxland's elderly in a way that insures a physical and care environment which maximizes the dignity and independence of each resident.

Provide housing and services to siouxland's elderly in a way that ensures a physical and care environment which maximizes the dignity and independnece of each resident.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$16,743,392$15,701,600▼ $1,041,792
Cash and Non-Interest-Bearing Accounts$3,596,073$2,997,052▼ $599,021
Savings and Temporary Cash Investments$1,637,304$1,648,301▲ $10,997
Accounts Receivable$304,909$364,253▲ $59,344
Investments Other Securities$42$249,178▲ $249,136
Prepaid Expenses and Deferred Charges$145,702$99,087▼ $46,615
Inventories for Sale or Use$60,640$69,701▲ $9,061
Total Assets$24,650,539$23,495,778▼ $1,154,761
Other Assets Total$2,162,477$2,366,606▲ $204,129
Liabilities
Tax Exempt Bond Liabilities$20,803,728$20,500,888▼ $302,840
Deferred Revenue$5,097,334$5,190,550▲ $93,216
Accounts Payable and Accrued Expenses$1,284,710$1,419,075▲ $134,365
Other Liabilities-$196,021-
Total Liabilities$27,185,772$27,306,534▲ $120,762
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,583,133$1,580,120▼ $3,013
Net Assets Without Donor Restrictions$-4,118,366$-5,390,876▼ $1,272,510
Total Net Assets Fund Balance$-2,535,233$-3,810,756▼ $1,275,523
Total Liabilities and Net Assets / Fund Balance$24,650,539$23,495,778▼ $1,154,761

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,496,278$20,904,178$36,400,456
Land$205,322-$205,322
Other Assets Org$55,925--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samantha RothCEOFT$116,917$29,227$146,144
Chris SchenkelbergAdministratoFT$97,227$37,848$135,075
Kristi LoofeDirector ofFT$70,024$11,863$81,887

Board Members and Trustees

NameTitle
Bill BradburyPresident
Amy CallaghanDirector
Anne WestraDirector
Dave LarsonDirector
Dr Patrick CrossDirector
Jennifer Rose BassDirector
Kevin ConklinDirector
Lynn WoldDirector
Mary KovarnaDirector
Matt CampbellDirector
Richard HildebrandDirector
Ryan C RossDirector
Shelly KrohnDirector
Kent MccuddinSecretary
Gina SitzmannTreasurer
Kyle IrvinVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Aegis TherapiesContracted Ther2601 NETWORK BLVD STE 102, Frisco, TX 75034$256,017
Blue Stone TherapyTherapy Service4319 NW URBANDALE DRIVE, Urbandale, IA 50322$134,249
Revenue and Support

Revenue Composition

Contributions and Grants
$124,572
Program Service Revenue
$12,808,114
Investment Income
$35,810
Other Revenue
$81,522
All Other Contributions
$124,572
Change in Net Assets
$-1,153,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,038,875
Other Expenses$6,164,411
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,220,298$261,703-$6,482,001
Depreciation Depletion$1,367,632--$1,367,632
Interest$1,083,966--$1,083,966
Occupancy$743,388$51,103-$794,491
Other Employee Benefits$586,018$161,044-$747,062
Payroll Taxes$459,747$40,102-$499,849
All Other Expenses$295,478--$295,478
Current Officers, Directors, Trustees, and Key Employees-$284,168-$284,168
Other Expenses$153,746$56,636-$210,382
Insurance$93,668$67,228-$160,896
Fees for Services Other$17,658$139,746-$157,404
Advertising-$80,325-$80,325
Comp Disqual Persons-$25,795-$25,795
Total Functional Expenses$12,945,102$1,258,184$0$14,203,286
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$95,985
Fundraising Direct Expenses$26,277
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Concert$71,893$71,893$3,367$68,526
Golf Tournament$24,092$24,092-$24,092
Total Events$95,985$95,985$26,277$69,708
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Leases$196,021

Bond Issues

BondIssuerIssuedIssue PricePurpose
AIowa Finance Authority2021-03-11$21,858,484REFUND PRIOR BONDS

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$21,858,484$21,318,889$580,711$437,170

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
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 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The completed form 990 is made available by email to all board members prior to a board meeting (prior to the due date for the return).at the meeting the form 990 is summarized and reviewed, questions taken and discussion held.the form 990 is then authorized for filing.”

Form 990, Page 6, Part VI, Line 12C

“By providing education to board members about the importance of compliance and transparency annually, along with providing the opportunity for board memberrs to disclose any conflict of interest annually.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee of the board gives the performance review for the ceo.as much data as can be obtained is given to the committee about comparable compensation-obtained from sources like health care wage surveys and like communities in iowa.”

Form 990, Page 6, Part VI, Line 18

“Form 990 and supporting documents are available from the organization upon request. Additionally, a public website called guidestar makes certain parts of the 990 available to the general public.”

Form 990, Page 6, Part VI, Line 19

“The governing documents along with the financial statements are available to interested parties upon request from the business office of sunrise retirement community.”

Filing and Contact Details

Filer

Filer Name
Sunrise Manor
EIN
42-0805391
Phone
7122763821
Address
5501 GORDON DRIVE, SIOUX CITY, IA 51106

Signing Officer

Name
Samantha Roth
Title
CEO
Phone
7122763821
Signed
2023-11-01

Organization Details

Principal Officer
Samantha Roth
Formed
1956
Legal Domicile
Ia
Voting Board Members
16
Independent Board Members
16
Employees
333
Volunteers
80

Preparer

Firm
Ryun Givens & Company Pc
Address
2900 100TH ST STE 303, URBANDALE, IA 50322-3855
Preparer
Kathy a French
Phone
5152253141
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Forgiveness of intercompany balances fountainview 0”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has adopted the accounting standard regarding accounting for uncertain tax positions. This standard provides detailed guidance for financial statement recognition, measurement, and disclosure of uncertain tax positions recognized in the entity's financial statements. It requires an entity to recognize the financial statement benefit of a tax position when it is more likely than not that the position will be sustained upon examination. The adoption of this standard had no material effect on the organization's financial position, results of operations, or cash flows.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,495,778
Liabilities
$27,306,534
Net assets
-$3,810,756
Revenue
$13,050,018
Expenses
$14,203,286
Net income
-$1,153,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.6$27.1$5.52$14.5$15.5$0.99
2023Summary only. Only limited summary data is available for this year.$22.6$27.2$4.57$14.1$14.9$0.80
2022Detailed filing. Detailed filing data is available for this year.$23.5$27.3$3.81$13.1$14.2$1.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$27.2$2.54$11.9$13.5$1.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.6$27.5$0.16$10.9$10.5$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$28.1$0.30$9.82$10.0$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$28.0$0.07$9.26$9.49$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$27.3$1.65$9.22$9.48$0.26
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$28.0$1.92$9.63$9.29$0.34
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$28.8$1.57$8.96$8.95$0.01
2014Detailed filing. Detailed filing data is available for this year.$31.0$29.4$1.56$8.48$8.77$0.29
2013Summary only. Only limited summary data is available for this year.$32.9$30.9$2.02$8.04$8.31$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.7$31.4$2.29$10.7
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$20.8$4.36$8.68
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$16.4$4.54$8.19
Peer Organizations

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