Civic Intelligence

Sunnycrest Manor Auxiliary

990EZ • Fiscal year 2023 • EIN 46-3213099

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 27, 2023

2375 Roosevelt StDubuque, IA 52001-1479

(563) 583-1781

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

94th percentile

137%

Faster asset growth than 94% of similar nonprofits.

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

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

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

Assets

Up

$163,114

Up $94,386 (+137%) from 2022

Net Assets

Up

$163,114

Up $94,386 (+137%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$107,807

Down $50,971 (-32%) from 2022

Expenses

Down

$13,421

Down $97,893 (-88%) from 2022

Net Income

Up

$94,386

Up $46,922 (+99%) from 2022

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2022: $68,728Net Assets 2022: $68,7282022Assets 2023: $163,114Net Assets 2023: $163,1142023Assets 2024: $190,230Net Assets 2024: $190,2302024Assets 2025: $197,969Net Assets 2025: $197,9692025

Highlighted filing

2023

Assets$163,114
Liabilities-
Net Assets$163,114

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2022: $158,778Expenses 2022: $111,314Net Income 2022: $47,4642022Revenue 2023: $107,807Expenses 2023: $13,421Net Income 2023: $94,3862023Revenue 2024: $55,445Expenses 2024: $28,329Net Income 2024: $27,1162024Revenue 2025: $37,851Expenses 2025: $30,112Net Income 2025: $7,7392025

Highlighted filing

2023

Revenue$107,807
Expenses$13,421
Net Income$94,386
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 27, 2023
Return Version
2022v5.0
Gross Receipts
$107,807
Mission and Program Overview

Mission

Enhance the quality of life for sunnycrest manor residents. A long-term care facility for elderly, mentally ill and intellectually and developmentally disabled in dubuque county

Enhance the quality of life for sunnycrest residents (a long-term care facility for elderly, mentally ill and intellectual and developmentally disabled in dub. Co.)

Program Services

DescriptionGrantsExpenses
AQUARIUM MAINTENANCE & SPECIAL NEEDS$3,108$3,108
SPECIAL HOLIDAY EVENTS - PROM, DAY CAMP, HAUNTED HOUSEHOLLY JOLLY CHRISTMAS, CASINO DAY, ETC. 28 RESIDENTS PARTICIPATED.$3,013$3,013
HART BLOSSUM WORKSHOP - FACILITY FOR RESIDENTS TO DO SHREDDING, SCRATCH PAD ASSEMBLY, ETC. NO ITEMS ARE SOLD. 85 RESIDENTS PARTICIPATED.$2,213$2,213
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONNA PARKERPresident-$0--
JULI GERAGHTYTreasurer-$0--
SALLY FRICKVice President-$0--
KERRY KOOPMANNSecretary-$0--
SHEILA FRANKBoard Member-$0--
DEB FOUDELLBoard Member-$0--
SALLY PORTENBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Sunnycrest Manor Auxiliary
EIN
46-3213099
Phone
5635831781
Address
2375 ROOSEVELT ST, DUBUQUE, IA 52001-1479

Signing Officer

Name
Juli Geraghty
Title
Treasurer
Phone
5635831781
Signed
2023-10-27

Preparer

Firm
Jim Kircher & Associates Pc
Address
815 CENTURY DR, DUBUQUE, IA 52002
Preparer
Arlene Lyon
Phone
5635563392
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Special event expenses 3013.

Form 990EZ, Part I, Line 16

Resident activity expenses 2213.

Form 990EZ, Part I, Line 16

Proj. Exp. Aquarium 2311.

Form 990EZ, Part I, Line 16

Resident special needs 797.

Form 990EZ, Part I, Line 16

Depreciation 2615.

Form 990EZ, Part II, Line 24

Net leasehold improvements 6732. 58056.

Raw XML Appendix202 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/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06732
IRS990EZ/OtherAssetsTotalDetail/EOYAmt058056
IRS990EZ/OtherExpensesTotalAmt010949
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IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE THE QUALITY OF LIFE FOR SUNNYCREST RESIDENTS (A LONG-TERM CARE FACILITY FOR ELDERLY, MENTALLY ILL AND INTELLECTUAL AND DEVELOPMENTALLY DISABLED IN DUB. CO.)
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RESIDENT ACTIVITY EXPENSES 2213.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROJ. EXP. AQUARIUM 2311.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RESIDENT SPECIAL NEEDS 797.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Depreciation 2615.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET LEASEHOLD IMPROVEMENTS 6732. 58056.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULI GERAGHTY
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ReturnHeader/BusinessOfficerGrp/PhoneNum05635831781
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-27
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ReturnHeader/Filer/EIN0463213099
ReturnHeader/Filer/PhoneNum05635831781
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
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ReturnHeader/PreparerPersonGrp/PhoneNum05635563392
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arlene Lyon
ReturnHeader/ReturnTs02023-11-08T12:35:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JULI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERAGHTY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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