Civic Intelligence

Sunrise Retirement Community Foundation

990EZ • Fiscal year 2023 • EIN 46-3211470

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

Organization ProfileWWW.SUNRISERETIREMENT.COM
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

75th percentile

0.04x

Higher debt load relative to assets than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

0.96x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2023

Top Officer Pay

99th percentile

$153,863

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 1174.3% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

88%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$283,991

Up $39,711 (+16%) from 2022

Net Assets

Up

$271,456

Up $39,711 (+17%) from 2022

Liabilities

Flat

$12,535

Flat from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet MarginScore unavailable

Revenue

Up

$13,102

Up $6,124 (+88%) from 2022

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

2023

Assets$283,991
Liabilities$12,535
Net Assets$271,456
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

2023

Revenue$13,102
Expenses-
Net Income-
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.0
Gross Receipts
$13,102
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
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA ROTHCEO And Pres-$124,216$29,647$153,863
CHRIS SCHENKELBERGAdministrato-$97,227$41,906$139,133
KRISTI LOOFEDirector Of-$71,608$18,297$89,905
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
2024-11-01

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 26,609 unrealized gain/loss 0”

Form 990-ez, Part II, Line 24

“Investment in beneficial interest 28,542 30,371 total 28,542 30,371”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 12,535 12,535”

Raw XML Appendix170 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.

Path#Value
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt997227
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1071608
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt02837
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt114543
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt23314
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt026810
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt127363
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt214983
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMANTHA ROTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KYLE IRVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JACK BERNSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GAIL BIVENS-ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LARRY DELPERDANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID LAYHEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAY LAYMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RON YOCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BEV ZENOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHRIS SCHENKELBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KRISTI LOOFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO AND PRES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ADMINISTRATO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR OF
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt028542
IRS990EZ/OtherAssetsTotalDetail/EOYAmt030371
IRS990EZ/OtherChangesInNetAssetsAmt026609
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE CARE AND HOUSING FOR THE ELDERLY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT FOR SUNRISE RETIREMENT COMMUNITY TO PROVIDE CARE AND HOUSING FOR THE ELDERLY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012535
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt012535
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt013102
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SUNRISERETIREMENT.COM
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420805391
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SUNRISE MANOR
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SUNRISE MANOR
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN/LOSS 26,609 UNREALIZED GAIN/LOSS 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INVESTMENT IN BENEFICIAL INTEREST 28,542 30,371 TOTAL 28,542 30,371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 12,535 12,535
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA ROTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO AND PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07122763821
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871438555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RYUN GIVENS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 100TH ST STE 303
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0URBANDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503223855
ReturnHeader/PreparerPersonGrp/PhoneNum05152253141
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHY A FRENCH
ReturnHeader/ReturnTs02024-11-12T13:54:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$283,991
Liabilities
$12,535
Net assets
$271,456
Revenue
$13,102
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.24$0.13$3.12$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.13$2.71$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.44$0.13$2.32$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.13$2.77$0.23$0.02$0.21
2020Detailed filing. Detailed filing data is available for this year.$2.57$0.13$2.44$0.25$0.02$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.98$0.11$1.88$1.26$0.02$1.24
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.09$0.60$0.17$0.02$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.55$0.07$0.48$0.01$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.05$0.45$0.06$0.02$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.39$0.04$0.02$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.10$0.23$0.23$0.01$0.23
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00