2025-02-23T08:26:54-06:00 2024-06-30 440160260 FORVIS MAZARS LLP 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-07-01 591796622 SUNRISE COMMUNITY OF SOUTHWEST FLORIDA INC SUNR 3055969040 9040 SUNSET DRIVE MIAMI FL 33713 ZACHARY WRAY PRESIDENT 3055969040 2025-02-19 1 1 HARRY E HARP P00176471 4077405400 2025-02-19 2023 2025-03-06 01:10:19Z ZACHARY WRAY 9040 SUNSET DRIVE MIAMI FL 33713 4372358 0 X WWW.SUNRISEGROUP.ORG X 1977 FL THE MISSION IS TO CREATE VALUED LIVES FOR PEOPLE WITH DISABILITIES. 3 3 122 3 0 0 1032142 366811 3811865 4005547 7205 -8183 0 0 4851212 4364175 0 0 0 0 2894385 3127051 0 0 0 974379 1209684 3868764 4336735 982448 27440 960866 984821 332489 376185 628377 608636 THE CORPORATION WAS ORGANIZED FOR THE PURPOSE OF PROVIDING HOUSING, SUPERVISION, TRAINING, THERAPEUTIC, MEDICAL EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF FLORIDA. 0 0 4056981 4005547 THE ORGANIZATION PROVIDES HOUSING, SUPERVISION, TRAINING AND THERAPEUTIC, MEDICAL, EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF FLORIDA. IN THE CURRENT YEAR, THE FILING ORGANIZATION PROVIDED SERVICES TO 129 INDIVIDUALS. 4056981 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 122 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ZACHARY WRAY 3055969040 9040 SUNSET DRIVE MIAMI FL 33173 ZACHARY WRAY PRESIDENT 1.00 56.00 X 0 411210 29126 JAMESON DORMANN SECRETARY/TREASURER 1.00 56.00 X 0 265036 18433 SHERRI POTTER ASSISTANT SECRETARY 1.00 55.00 X 0 126580 27677 LESLIE ANN STEINER AREA DIRECTOR 40.00 0.00 X 111014 0 3250 JOHN HOLCOMB JR CHAIR 1.00 4.00 X X 0 0 0 ROBERT COKER DIRECTOR 1.00 6.00 X 0 0 0 WILLIAM OWENS DIRECTOR 1.00 4.00 X 0 0 0 111014 802826 78486 1 0 1 0 E&L CONSTRUCTION GROUP INC 3040 AIRPARK DRIVE SOUTH FLINT MI 48507 CONSTRUCTION SERVICES 764725 RJ CONSTRUCTION & REMODELING INC 1098 NW 83 AVE CORAL SPRINGS FL 33071 CONSTRUCTION SERVICES 124810 2 42257 324554 366811 MEDICAID WAIVER REVENU 624310 3667595 3667595 CONTRACT REVENUE 624310 337952 337952 4005547 8183 -8183 -8183 -8183 4364175 4005547 0 -8183 2747719 2533475 214244 10022 9607 415 157871 151334 6537 211439 202684 8755 305799 305799 30607 30607 68542 42984 25558 3134 3134 99869 76024 23845 470539 468698 1841 255135 252763 2372 18263 6408 11855 154023 154023 134035 124412 9623 QUALITY ASSESSMENT FEE 76341 75849 492 PROGRAM SUPPLIES 55667 40659 15008 SMALL APPLIANCES AND FU 29210 12518 16692 FOOD AND KITCHEN SUPPLI 27686 27686 0 -519166 -122143 -397023 4336735 4056981 279754 0 390692 431788 10211 14438 2018666 1482380 558749 536286 1214 2309 960866 984821 276340 278941 30570 13913 25579 83331 332489 376185 X 628377 608636 628377 608636 960866 984821 X 27440 -47181 X X 0 1 X 1 0 X 252826 461060 368783 1032142 366811 2481622 2880232 2011362 2438915 3811865 4005547 15147921 3133058 2472422 2807698 4844007 4372358 17629543 0 0 0 17629543 17107 17107 3150165 2472422 2807698 4844007 4372358 17646650 0.99900 0.99470 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 11895 2116 9779 0 881223 381519 499704 1137443 1100861 36582 536286 REFUNDABLE CAPITAL ADVANCE 83331 83331 X 4364175 0 4364175 0 4364175 4336735 0 4336735 0 4336735 PART IV, LINE 1B: THE ORGANIZATION IS A TRUSTEE FOR CLIENT FUNDS WHICH ARE EXPENDED ON BEHALF OF THE CLIENTS FOR PERSONAL ITEMS. THE AMOUNT OF CLIENT FUNDS HELD AT JUNE 30, 2024 AND 2023 AMOUNTED TO APPROXIMATELY $9,800 AND $11,900, RESPECTIVELY. THESE AMOUNTS HAVE NOT BEEN REFLECTED IN THE ORGANIZATION'S STATEMENTS OF FINANCIAL POSITION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 ZACHARY WRAY PRESIDENT 0 361210 0 50000 0 0 0 24008 0 5118 0 440336 0 0 JAMESON DORMANN SECRETARY/TREASURER 0 264375 0 661 0 0 0 13000 0 5433 0 283469 0 0 SHERRI POTTER ASSISTANT SECRETARY 0 125806 0 774 0 0 0 27677 0 0 0 154257 0 0 PART I, LINE 3 SUNRISE COMMUNITY OF SOUTHWEST FLORIDA, INC'S PERSONNEL ARE EMPLOYED BY SUNRISE COMMUNITY, INC., A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR SUNRISE COMMUNITY OF SOUTHWEST FLORIDA, INC'S CEO: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS THE PHINEAS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER, THE PHINEAS CORPORATION, HAS THE AUTHORITY TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S SOLE MEMBER, THE PHINEAS CORPORATION, HAS THE AUTHORITY TO REMOVE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B AT THE DIRECTION OF THE BOARD OF DIRECTORS, FINANCE MANAGEMENT CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 AND, THEREAFTER, A COMPLETE COPY IS PROVIDED TO THE BOD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES, EXECUTIVES, TRUSTEES AND BOARD MEMBERS. THE PRESIDENT & CEO MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. MEMBERS OF THE BOARD OF DIRECTORS MUST FULLY DISCLOSE TO THE BOARD CHAIR ANY CONTRACT, BUSINESS ARRANGEMENT OR DIRECT FINANCIAL INTEREST IN A BUSINESS THAT CONTRACTS OR TRANSACTS BUSINESS WITH THE ORGANIZATION. MEMBERS OF THE BOARD OF TRUSTEES, EMPLOYEES AND COMMITTEE MEMBERS MUST MAKE SUCH DISCLOSURES TO THE PRESIDENT & CEO. THE BOARD CHAIR (IN MATTERS INVOLVING THE BOARD OF DIRECTORS), OR THE PRESIDENT & CEO (IN MATTERS INVOLVING MEMBERS OF THE BOARD OF TRUSTEES, EMPLOYEES, AND COMMITTEE MEMBERS), MAY DECIDE WHETHER TO ALLOW CONTINUING INVOLVEMENT IN THE DISCUSSION AND DECISION PROCESS, AND TO WHAT DEGREE (I.E. DISCUSSION ONLY AND THE MEMBER MUST ABSTAIN FROM VOTING), BEFORE PROCEEDING. THE POTENTIAL CONFLICT OF INTEREST IS RECORDED IN THE MINUTES OR NOTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED (TO) FROM RELATED PARTIES -47,181. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM PRIOR YEAR. FORM 990, PART XI, LINE 9 NET ASSET TRANSFERS FROM (TO) RELATED PARTIES: THE SUNRISE GROUP'S CASH MANAGEMENT POLICIES REQUIRE ALL CASH RECEIPTS TO BE TRANSFERRED TO THE SUNRISE COMMUNITY, INC. GENERAL OPERATING ACCOUNT. CASH TRANSFERS BACK TO THE ORGANIZATION ARE ONLY MADE TO COVER ITS REQUIRED CASH FLOW NEEDS, CREATING A DUE FROM (TO) SUNRISE COMMUNITY, INC. SINCE THERE IS NO INTENTION TO REPAY THESE RELATED-PARTY BALANCES, ANY EXCESS CASH TRANSFERS ARE CONSIDERED A PERMANENT TRANSFER OF NET ASSETS AT YEAR-END. DURING THE YEARS ENDED JUNE 30, 2024 AND 2023, THE ORGANIZATION HAD NET ASSET TRANSFERS TO ENTITIES IN THE SUNRISE GROUP AMOUNTING TO $47,181 AND $39,615, RESPECTIVELY. TRANSFERS INCLUDED NON-CASH ASSETS FROM ENTITIES IN THE SUNRISE GROUP OF $30,940 AND $-0- IN 2024 AND 2023, RESPECTIVELY. LOG CABIN ENTERPRISES INC 9040 SUNSET DRIVE MIAMI FL 33173 592398577 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 10 REGIONAL PROPERTIES INC 0 REGIONAL PROPERTIES INC 9040 SUNSET DRIVE MIAMI FL 33173 591260233 LEASES REAL PROPERTY TO TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12B, II THE PHINEAS CORPORATION 0 SUNRISE 2000 INC 9040 SUNSET DRIVE MIAMI FL 33173 650610836 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12A, I THE PHINEAS CORPORATION 0 SUNRISE CHILDREN'S SERVICES INC 9040 SUNSET DRIVE MIAMI FL 33173 590714818 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 7 THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY FOUNDATION INC 9040 SUNSET DRIVE MIAMI FL 33173 650021846 CONDUCTS FUNDRAISING ON BEHALF OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12B, II THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY OF ALABAMA INC 9040 SUNSET DRIVE MIAMI FL 33173 631113642 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES AL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY OF GEORGIA INC 9040 SUNSET DRIVE MIAMI FL 33173 650583790 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES GA 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF MARYLAND INC 9040 SUNSET DRIVE MIAMI FL 33173 521929587 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES MD 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF NORTHEAST FLORIDA INC 9040 SUNSET DRIVE MIAMI FL 33173 237026771 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 7 SUNRISE COMMUNITY SERVICES INC 0 SUNRISE COMMUNITY OF PENNSYLVANIA INC 9040 SUNSET DRIVE MIAMI FL 33173 843003892 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES PA 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF POLK COUNTY INC 9040 SUNSET DRIVE MIAMI FL 33173 650714062 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF SOUTH CAROLINA INC 9040 SUNSET DRIVE MIAMI FL 33173 822586665 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES SC 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF TENNESSEE INC 9040 SUNSET DRIVE MIAMI FL 33173 621604765 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES TN 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY OF VIRGINIA INC 9040 SUNSET DRIVE MIAMI FL 33173 521929588 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES VA 501(C)(3) LINE 10 SUNRISE 2000 INC 0 SUNRISE COMMUNITY PROMOTIONS INC 9040 SUNSET DRIVE MIAMI FL 33173 650662341 CONDUCTS FUNDRAISING ON BEHALF OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12B, II THE PHINEAS CORPORATION 0 SUNRISE COMMUNITY SERVICES INC 9040 SUNSET DRIVE MIAMI FL 33173 650662366 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12B, II SUNRISE 2000 INC 0 SUNRISE COMMUNITY INC 9040 SUNSET DRIVE MIAMI FL 33173 650118730 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 10 THE PHINEAS CORPORATION 0 SUNRISE NORTHEAST OPPORTUNITIES INC 9040 SUNSET DRIVE MIAMI FL 33173 060737307 INACTIVE CT 501(C)(3) LINE 10 SUNRISE COMMUNITY SERVICES INC 0 SUNRISE NORTHEAST INC 9040 SUNSET DRIVE MIAMI FL 33173 061249974 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES CT 501(C)(3) LINE 10 THE PHINEAS CORPORATION 0 THE PHINEAS CORPORATION 9040 SUNSET DRIVE MIAMI FL 33173 650118726 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES FL 501(C)(3) LINE 12B, II N/A 0 WORC HAVEN INC 9040 SUNSET DRIVE MIAMI FL 33173 592274454 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(C)(3) LINE 10 SUNRISE COMMUNITY SERVICES INC 0 SUNRISE COMMUNITY OF IOWA INC 9040 SUNSET DRIVE MIAMI FL 33173 922208938 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES IA 501(C)(3) LINE 10 SUNRISE 2000 INC 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 1