Civic Intelligence

Sunrise Foundation Inc.

990 • Fiscal year 2020 • EIN 45-0385091

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 22, 2021

Organization Profilewww.sunrisefoundationND.org
802 2nd St NWBowman, ND 58623

(701) 523-5142

Siviq Scores

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

Liabilities / Assets

68th percentile

0.27x

Higher debt load relative to assets than 68% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

4.39x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$18,730

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 9.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

61st percentile

11%

Faster asset growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

51%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$3,253,128

Up $334,147 (+11%) from 2019

Net Assets

Up

$2,390,101

Up $209,986 (+9.6%) from 2019

Liabilities

Up

$863,027

Up $124,161 (+17%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin91st percentile

Revenue

Up

$196,414

Up $66,227 (+51%) from 2019

Expenses

Up

$95,226

Up $43,215 (+83%) from 2019

Net Income

Up

$101,188

Up $23,012 (+29%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,864,384Liabilities 2010: $372,976Net Assets 2010: $1,491,4082010Assets 2011: $1,833,389Liabilities 2011: $351,902Net Assets 2011: $1,481,4872011Assets 2012: $1,953,067Liabilities 2012: $412,076Net Assets 2012: $1,540,9912012Assets 2013: $2,482,309Liabilities 2013: $901,450Net Assets 2013: $1,580,8592013Assets 2014: $2,541,313Liabilities 2014: $913,261Net Assets 2014: $1,628,0522014Assets 2015: $2,440,680Liabilities 2015: $784,483Net Assets 2015: $1,656,1972015Assets 2016: $2,469,221Liabilities 2016: $725,051Net Assets 2016: $1,744,1702016Assets 2017: $2,637,000Liabilities 2017: $717,757Net Assets 2017: $1,919,2432017Assets 2018: $2,485,130Liabilities 2018: $576,466Net Assets 2018: $1,908,6642018Assets 2019: $2,918,981Liabilities 2019: $738,866Net Assets 2019: $2,180,1152019Assets 2020: $3,253,128Liabilities 2020: $863,027Net Assets 2020: $2,390,1012020Assets 2021: $3,636,204Liabilities 2021: $1,020,859Net Assets 2021: $2,615,3452021Assets 2022: $3,121,376Liabilities 2022: $775,372Net Assets 2022: $2,346,0042022Assets 2023: $3,611,511Liabilities 2023: $967,710Net Assets 2023: $2,643,8012023Assets 2024: $4,057,384Liabilities 2024: $1,176,632Net Assets 2024: $2,880,7522024

Highlighted filing

2020

Assets$3,253,128
Liabilities$863,027
Net Assets$2,390,101
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $56,6702010Revenue 2011: $39,268Expenses 2011: $37,520Net Income 2011: $1,7482011Expenses 2012: $25,0822012Revenue 2013: $135,576Expenses 2013: $146,341Net Income 2013: -$10,7652013Revenue 2014: $122,885Expenses 2014: $59,635Net Income 2014: $63,2502014Revenue 2015: $133,170Expenses 2015: $42,129Net Income 2015: $91,0412015Revenue 2016: $114,442Expenses 2016: $82,032Net Income 2016: $32,4102016Revenue 2017: $143,818Expenses 2017: $79,856Net Income 2017: $63,9622017Revenue 2018: $203,075Expenses 2018: $68,506Net Income 2018: $134,5692018Revenue 2019: $130,187Expenses 2019: $52,011Net Income 2019: $78,1762019Revenue 2020: $196,414Expenses 2020: $95,226Net Income 2020: $101,1882020Revenue 2021: $216,082Expenses 2021: $87,509Net Income 2021: $128,5732021Revenue 2022: $152,590Expenses 2022: $42,091Net Income 2022: $110,4992022Revenue 2023: $166,274Expenses 2023: $63,795Net Income 2023: $102,4792023Revenue 2024: $195,418Expenses 2024: $77,684Net Income 2024: $117,7342024

Highlighted filing

2020

Revenue$196,414
Expenses$95,226
Net Income$101,188
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 22, 2021
Return Version
2020v4.1
Gross Receipts
$196,414
Mission and Program Overview

Mission

The mission of Sunrise Foundation, Inc. is to provide financial assistance and support to any and all aspects of healthcare in our service area.

To provide financial assistance and support to all aspects of healthcare in our service area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,766,621$3,132,058▲ $365,437
Savings and Temporary Cash Investments$99,629$92,025▼ $7,604
Other Notes and Loans Receivable, Net$36,328$21,277▼ $15,051
Accounts Receivable$13,930$5,379▼ $8,551
Land, Buildings, and Equipment, Net$1,429$1,345▼ $84
Pledges and Grants Receivable$1,044$1,044→ $0
Total Assets$2,918,981$3,253,128▲ $334,147
Liabilities
Escrow Account Liability$736,866$850,802▲ $113,936
Grants Payable$2,000$12,225▲ $10,225
Total Liabilities$738,866$863,027▲ $124,161
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,510,421$1,675,193▲ $164,772
Net Assets Without Donor Restrictions$669,694$714,908▲ $45,214
Total Net Assets Fund Balance$2,180,115$2,390,101▲ $209,986
Total Liabilities and Net Assets / Fund Balance$2,918,981$3,253,128▲ $334,147

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,345$1,080$2,425

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,734,976$80,224▲ $114,596-$1,929,796
2019$1,543,153$50,000▲ $141,823-$1,734,976
2018$1,528,692$62,000▼ $47,539-$1,543,153
2017$1,372,422$65,000▲ $91,270-$1,528,692
2016$1,256,845$65,000▲ $50,577-$1,372,422
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Barbi NarumFoundation DirectorPT$18,730$18,730

Board Members and Trustees

NameTitle
Ron PalczewskiChairman
James StaffordVice Chairman
Amy SmyleDirector
Becky BrooksDirector
Ila KelnerDirector
Jennifer SarslandDirector
Sarah StuchlDirector
Sasha RugglesDirector
Van HoneymanDirector
Wayne NelsonDirector
Leah BenzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,190
Program Service Revenue
$0
Investment Income
$79,224
Other Revenue
$0
All Other Contributions
$117,190
Change in Net Assets
$101,188
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,775
Total Fundraising Expense$26,389
Other Expenses$24,094
Salaries, Compensation, and Employee Benefits$22,357
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,450--$25,450
Grants to Domestic Individuals$23,325--$23,325
Current Officers, Directors, Trustees, and Key Employees--$18,730$18,730
Fees for Services Accounting-$9,615-$9,615
Office Expenses-$3,508$229$3,737
Fees for Service Investment Mgmnt Fees-$3,435-$3,435
Occupancy-$3,299-$3,299
Payroll Taxes--$3,265$3,265
All Other Expenses-$121$2,132$2,253
Advertising--$785$785
Conferences and Meetings--$541$541
Other Salaries and Wages--$362$362
Travel--$345$345
Depreciation Depletion-$84-$84
Total Functional Expenses$48,775$20,062$26,389$95,226
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Healthcare ServicesBowman, ND501(c)(3)Physician Recruitment$25,450
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1

“The Board of Trustees may designate an Executive Committee composed of the President, Vice President, and at least one other trustee designated by the Board of Trustees. The Executive Committee shall have the authority of the Board of Trustees in management of the organization in the interval between meetings of the Board of Trustees. The Executive Committee is at all times subject to the control and direction of the Board of Trustees.”

Form 990, Part VI, Section B, line 11B

“The return is initially reviewed by Amanda Loughman, CFO of Southwest Healthcare, and Barbi Narum, Sunrise Foundation Director. A final review and approval process is made by the Board of Directors.”

Form 990, Part VI, Section B, line 12

“Southwest Healthcare has a conflict of interest policy. Sunrise Foundation does not have their own conflict of interest policy, however they follow the same policies as Southwest Healthcare.”

Form 990, Part VI, Section B, line 15

“The compensation to the Sunrise Foundation Director, Barbi Narum, is determined by the Chairman, Vice Chairman and Treasurer and then voted on by the Sunrise Foundation Board. A bonus was paid in 2020 that was based on 1.5% of total donations in 2019. The data from results plus was used to determine the total donations to base the bonus amount on.”

Form 990, Part VI, Section C, line 19

“The Organization's financial statements are available upon request. The governing documents are not available to the general public.”

Filing and Contact Details

Filer

Filer Name
Sunrise Foundation Inc
EIN
45-0385091
Phone
7015235142
Address
802 2nd St NW, Bowman, ND 58623

Signing Officer

Name
Barbi Narum
Title
Foundation Director
Phone
7015235142
Signed
2021-07-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Palczewski
Formed
1984
Legal Domicile
Nd
Voting Board Members
11
Independent Board Members
9
Employees
1
Volunteers
20

Preparer

Firm
Eide Bailly LLP
Address
1730 Burnt Boat Loop Ste 100, Bismarck, ND 58503-0886
Preparer
Lisa Chaffee CPA
Phone
7012551091
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B:

“Sunrise Foundation, Inc. holds funds for Southwest Healthcare Services.”

Part V, Line 4:

“The Travers endowment is used for the benefit of Southwest Healthcare Services. All other endowment funds are used for the benefit of Southwest Healthcare and any and all aspects of healthcare in our surrounding area.”

Part X, Line 2:

“The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0669694
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0714908
IRS990/NoncashContributionsAmt05036
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03299
IRS990/OccupancyGrp/TotalAmt03299
IRS990/OfficeExpensesGrp/FundraisingAmt0229
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03508
IRS990/OfficeExpensesGrp/TotalAmt03737
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0362
IRS990/OtherSalariesAndWagesGrp/TotalAmt0362
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt036328
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt021277
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03265
IRS990/PayrollTaxesGrp/TotalAmt03265
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01044
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01044
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Ron Palczewski
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0The Sunrise Foundation awarded scholarships to area college students pursuing a degree in healthcare. Eligible applicants must have completed their freshman year of college and have been officially accepted into their program of study. The Sunrise Foundation accepted applications from students originally from Bowman County, Slope County, Harding County, and Western Adams County. Loan repayments are also offered to current employees of Southwest Healthcare Services who have been employed for at least 1 year. Sunrise Foundation also started a new scholarship in 2019 for graduating high school seniors going into the healthcare field.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023325
IRS990/ProgSrvcAccomActy2Grp/GrantAmt023325
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt069122
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt09375
IRS990/PYInvestmentIncomeAmt061065
IRS990/PYOtherExpensesAmt021890
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt078176
IRS990/PYSalariesCompEmpBnftPaidAmt020746
IRS990/PYTotalExpensesAmt052011
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0130187
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0101188
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt099629
IRS990/SavingsAndTempCashInvstGrp/EOYAmt092025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0117190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt069122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0128525
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082924
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt074487
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0472248
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016862
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038091
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031802
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028390
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025055
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0140200
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.39920
IRS990ScheduleA/PublicSupportPY170Pct00.35770
IRS990ScheduleA/PublicSupportTotal170Amt0244477
IRS990ScheduleA/SubstantialContributorsTotAmt0227771
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0117190
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt069122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0128525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082924
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt074487
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0472248
IRS990ScheduleA/TotalSupportAmt0612448
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/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.13970
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01734976
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt080224
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01929796
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0114596
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01543153
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt050000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01734976
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141823
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01528692
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt062000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01543153
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-47539
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01372422
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt065000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01528692
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091270
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01256845
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt065000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01372422
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt050577
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01345
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01080
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02425
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.66030
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Sunrise Foundation, Inc. holds funds for Southwest Healthcare Services.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Travers endowment is used for the benefit of Southwest Healthcare Services. All other endowment funds are used for the benefit of Southwest Healthcare and any and all aspects of healthcare in our surrounding area.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part X, Line 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.20000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01345
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt023325
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt019
IRS990ScheduleI/RecipientTable/CashGrantAmt025450
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Physician Recruitment
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Southwest Healthcare Services
IRS990ScheduleI/RecipientTable/RecipientEIN0450458242
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0802 2nd St NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Bowman
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ND
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd058623
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grant requests are received twice a year from healthcare related entities. Invoices or quotes are provided with grant requests from Southwest Healthcare Services. The Board of Directors reviews the requests and makes the decision on awarding grants. All grant decisions are recorded in the board minutes. The Board of Directors sets an initial limit for scholarships. The pool of applications is looked at by the scholarship committee. The scholarship committee decides who qualifies for the scholarships and the amount they would like to award. They then take these recommendations to the Board of Directors for final approval.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt0Loan repayment scholarship
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt1Healthcare scholarship
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt0750
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt11200
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm0Cole Benz
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm1Ellie Stafford
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt0Family member of board member Leah Benz
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt1Family member of board member James Stafford
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt0Scholarship
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt1Scholarship
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Trustees may designate an Executive Committee composed of the President, Vice President, and at least one other trustee designated by the Board of Trustees. The Executive Committee shall have the authority of the Board of Trustees in management of the organization in the interval between meetings of the Board of Trustees. The Executive Committee is at all times subject to the control and direction of the Board of Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The return is initially reviewed by Amanda Loughman, CFO of Southwest Healthcare, and Barbi Narum, Sunrise Foundation Director. A final review and approval process is made by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Southwest Healthcare has a conflict of interest policy. Sunrise Foundation does not have their own conflict of interest policy, however they follow the same policies as Southwest Healthcare.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The compensation to the Sunrise Foundation Director, Barbi Narum, is determined by the Chairman, Vice Chairman and Treasurer and then voted on by the Sunrise Foundation Board. A bonus was paid in 2020 that was based on 1.5% of total donations in 2019. The data from results plus was used to determine the total donations to base the bonus amount on.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization's financial statements are available upon request. The governing documents are not available to the general public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,253,128
Liabilities
$863,027
Net assets
$2,390,101
Revenue
$196,414
Expenses
$95,226
Net income
$101,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.06$1.18$2.88$0.20$0.08$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.61$0.97$2.64$0.17$0.06$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.12$0.78$2.35$0.15$0.04$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.64$1.02$2.62$0.22$0.09$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.86$2.39$0.20$0.10$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.74$2.18$0.13$0.05$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.49$0.58$1.91$0.20$0.07$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.72$1.92$0.14$0.08$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.73$1.74$0.11$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.78$1.66$0.13$0.04$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.91$1.63$0.12$0.06$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.48$0.90$1.58$0.14$0.15$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.41$1.54$0.03
2011Summary only. Only limited summary data is available for this year.$1.83$0.35$1.48$0.04$0.04$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.37$1.49$0.06
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