Civic Intelligence

Sunrise Retirement Community

EIN 46-3211470 • 501(c)3 • Sioux City, IA

Profile

To provide care and housing for the elderly

5501 Gordon DriveSioux City, IA 51106

www.sunriseretirement.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.45x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

100th percentile

$162,644

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 588.5% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

72nd percentile

14%

Faster asset growth than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

111%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$324,349

Up $40,358 (+14%) from 2023

Liabilities

Flat

$12,535

Flat from 2023

Net Assets

Up

$311,814

Up $40,358 (+15%) from 2023

Revenue

Up

$27,635

Up $14,533 (+111%) from 2023

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $33,307Liabilities 2014: $10,460Net Assets 2014: $22,8472014Assets 2015: $42,960Liabilities 2015: $3,660Net Assets 2015: $39,3002015Assets 2016: $50,028Liabilities 2016: $5,235Net Assets 2016: $44,7932016Assets 2017: $55,105Liabilities 2017: $6,935Net Assets 2017: $48,1702017Assets 2018: $68,943Liabilities 2018: $8,685Net Assets 2018: $60,2582018Assets 2019: $198,487Liabilities 2019: $10,535Net Assets 2019: $187,9522019Assets 2020: $256,619Liabilities 2020: $12,535Net Assets 2020: $244,0842020Assets 2021: $289,536Liabilities 2021: $12,535Net Assets 2021: $277,0012021Assets 2022: $244,280Liabilities 2022: $12,535Net Assets 2022: $231,7452022Assets 2023: $283,991Liabilities 2023: $12,535Net Assets 2023: $271,4562023Assets 2024: $324,349Liabilities 2024: $12,535Net Assets 2024: $311,8142024

Highlighted filing

2024

Assets$324,349
Liabilities$12,535
Net Assets$311,814

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $23,407Expenses 2014: $560Net Income 2014: $22,8472014Revenue 2015: $4,180Expenses 2015: $1,500Net Income 2015: $2,6802015Revenue 2016: $5,607Expenses 2016: $1,828Net Income 2016: $3,7792016Revenue 2017: $1,083Expenses 2017: $1,700Net Income 2017: -$6172017Revenue 2018: $16,916Expenses 2018: $1,750Net Income 2018: $15,1662018Revenue 2019: $125,758Expenses 2019: $1,850Net Income 2019: $123,9082019Revenue 2020: $25,028Expenses 2020: $2,000Net Income 2020: $23,0282020Revenue 2021: $22,969Expenses 2021: $2,100Net Income 2021: $20,8692021Revenue 2022: $6,9782022Revenue 2023: $13,1022023Revenue 2024: $27,6352024

Highlighted filing

2024

Revenue$27,635
Expenses-
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 12, 2025
Return Version
2024v5.0
Gross Receipts
$27,635
Mission and Program Overview

Mission

To provide care and housing for the elderly.

To provide care and housing for the elderly

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT FOR SUNRISE RETIREMENT COMMUNITY TO PROVIDE CARE AND HOUSING FOR THE ELDERLY--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA ROTHCEO And Pres-$134,295$28,349$162,644
CHRIS SCHENKELBERGAdministrato-$105,756$45,808$151,564
KRISTI LOOFEDirector Of-$75,610$18,666$94,276
KYLE IRVINDirector-$0--
JACK BERNSTEINDirector-$0--
GAIL BIVENS-ROSEDirector-$0--
LARRY DELPERDANGDirector-$0--
DAVID LAYHEEDirector-$0--
JAY LAYMANDirector-$0--
RON YOCKEYDirector-$0--
BEV ZENORDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sunrise Retirement Community
EIN
46-3211470
Phone
7122763821
Address
5501 GORDON DRIVE, SIOUX CITY, IA 51106

Signing Officer

Name
Samantha Roth
Title
CEO and President
Phone
7122763821
Signed
2025-08-12

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-ez, Part I, Line 20

Unrealized gain/loss 12,723 unrealized gain/loss 0

Form 990-ez, Part II, Line 24

Investment in beneficial interest 30,371 31,314 total 30,371 31,314

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 12,535 12,535

Raw XML Appendix177 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN/LOSS 12,723 UNREALIZED GAIN/LOSS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVESTMENT IN BENEFICIAL INTEREST 30,371 31,314 TOTAL 30,371 31,314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 12,535 12,535
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO AND PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07122763821
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNRISE RETIREMENT COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0463211470
ReturnHeader/Filer/PhoneNum07122763821
ReturnHeader/Filer/USAddress/AddressLine1Txt05501 GORDON DRIVE
ReturnHeader/Filer/USAddress/CityNm0SIOUX CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051106
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871438555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYUN GIVENS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 100TH ST STE 303
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503223855
ReturnHeader/PreparerPersonGrp/PhoneNum05152253141
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHY A FRENCH
ReturnHeader/ReturnTs02025-08-18T14:43:49-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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