Civic Intelligence

Sunrise Retirement Community Foundation

990EZ • Fiscal year 2015 • EIN 46-3211470

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 25, 2016

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

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

0.88x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-82%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$42,960

Up $9,653 (+29%) from 2014

Net Assets

Up

$39,300

Up $16,453 (+72%) from 2014

Liabilities

Down

$3,660

Down $6,800 (-65%) from 2014

Revenue

Down

$4,180

Down $19,227 (-82%) from 2014

Expenses

Up

$1,500

Up $940 (+168%) from 2014

Net Income

Down

$2,680

Down $20,167 (-88%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$42,960
Liabilities$3,660
Net Assets$39,300

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$4,180
Expenses$1,500
Net Income$2,680
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 25, 2016
Return Version
2015v2.1
Gross Receipts
$4,180
Mission and Program Overview

Mission

To provide care and housing for the elderly.

Program Services

DescriptionGrantsExpenses
TO PROVIDE CARE AND HOUSING FOR THE ELDERLY$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BEV ZENORFoundation President, CEOFT$0--
KYLE IRVINDirector-$0--
DONALD HERBOLDSecretary-$0--
DONALD KELSEYTreasurer-$0--
JACK BERNSTEINDirector-$0--
LARRY DELPERDANGDirector-$0--
POKEY JENSENDirector-$0--
BUD ZIEBELLDirector-$0--
HALLIE SALMENCFOFT$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Hallie Salmen
Title
CEO
Phone
7122763821
Signed
2016-07-25
Discuss with paid preparer
Yes

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
Preparer
Curtis E Brand CPA
Phone
5152253141
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: INTEREST. Amount: 80.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: CHANGE IN VALUE OF SPLIT INTEREST. Amount: 13,773.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 10,460. End of Year Amount: 3,660.

Raw XML Appendix181 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/PersonNm0BEV ZENOR
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST. Amount: 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: CHANGE IN VALUE OF SPLIT INTEREST. Amount: 13,773.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 10,460. End of Year Amount: 3,660.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HALLIE SALMEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07122763821
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNRISE RETIREMENT COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUNR
ReturnHeader/Filer/EIN0463211470
ReturnHeader/Filer/PhoneNum07122763821
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051106
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420732909
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 100TH STREET SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0URBANDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050322
ReturnHeader/PreparerPersonGrp/PhoneNum05152253141
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS E BRAND CPA
ReturnHeader/ReturnTs02016-07-25T10:13:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits