2025-02-23T08:17:40-06:00 2024-06-30 440160260 FORVIS MAZARS LLP 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-07-01 922208938 SUNRISE COMMUNITY OF IOWA INC SUNR 3055969040 9040 SUNSET DRIVE MIAMI FL 33173 ZACHARY WRAY PRESIDENT 3055969040 2025-02-20 1 1 HARRY E HARP P00176471 4077405400 2025-02-20 2023 2025-03-06 01:10:19Z ZACHARY WRAY 9040 SUNSET DRIVE MIAMI FL 33173 3471981 0 8670 X SUNRISEGROUP.ORG X 2023 IA THE MISSION IS TO CREATE VALUED LIVES FOR PEOPLE WITH DISABILITIES. 3 3 53 3 0 0 0 300000 0 3171981 0 0 0 0 0 3471981 0 0 0 0 0 2180808 0 0 0 0 1401077 0 3581885 0 -109904 0 720352 0 588274 0 132078 THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION ORGANIZED FOR THE PURPOSE OF PROVIDING HOUSING, SUPERVISION, TRAINING AND THERAPEUTIC, MEDICAL, EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF IOWA. 0 0 2909715 3171981 THE ORGANIZATION PROVIDES HOUSING, SUPERVISION, TRAINING AND THERAPEUTIC, MEDICAL, EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF IOWA. IN THE CURRENT YEAR, THE FILING ORGANIZATION PROVIDED SERVICES TO 19 INDIVIDUALS. 2909715 1 1 0 0 0 0 0 0 1 0 1 0 0 1 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 0 0 1 53 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 IA 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 EMILIE COOK CHAIR 1.00 4.00 X X 0 0 0 ASHLEY HARRIS DIRECTOR 1.00 4.00 X 0 0 0 KEVIN VANCE DIRECTOR 1.00 6.00 X 0 0 0 0 802826 75236 0 0 1 0 0 300000 300000 MEDICAID AND MEDICAID 624310 3091634 3091634 RENT REVENUE 623990 80347 80347 3171981 3471981 3171981 0 0 X 1938533 1710077 228456 123183 114341 8842 119092 110544 8548 20385 20385 494294 466739 27555 25561 25561 204511 69754 134757 331298 272968 58330 30021 30021 82125 10674 71451 18349 8226 10123 56616 27828 28788 28228 23505 4723 SMALL APPLIANCES AND FU 63669 54829 8840 PERSONNEL PROCESSING 23620 23620 STAFF DEVELOPMENT AND T 14336 2300 12036 CLEANING SUPPLIES 3198 3043 155 4866 4866 3581885 2909715 672170 0 379135 14052 94849 35727 0 59122 0 268043 0 720352 277844 3019 0 307411 0 588274 X 132078 0 132078 0 720352 X -109904 241982 X X 0 1 X 1 0 X 300000 300000 3171981 3171981 3471981 3471981 0 0 0 3471981 3471981 3471981 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 18195 18195 0 37142 442 36700 57707 35285 22422 59122 DEPOSITS 850 RIGHT OF USE ASSETS, NET 267193 268043 LEASE LIABILITIES 249008 DUE TO INTERMEDIARIES 58403 307411 X 3471981 0 3471981 0 3471981 3581885 0 3581885 0 3581885 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 AMOUNTED TO APPROXIMATELY $18,000. THIS AMOUNT HAS NOT BEEN REFLECTED IN THE ORGANIZATION'S STATEMENT 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 IOWA, 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 IOWA, 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 SUNRISE 2000, INC. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SOLE MEMBER, SUNRISE 2000, INC., HAS THE AUTHORITY TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AT A MEETING OF MEMBERS CALLED EXPRESSLY FOR THAT PURPOSE, ANY DIRECTOR OR THE ENTIRE BOARD OF DIRECTORS MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY A VOTE OF A MAJORITY OF THE MEMBERS THEN ENTITLED TO VOTE AT AN ELECTION 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 PERSON WITH THE CONFLICT COMPLETES A FORM THAT IS REVIEWED BY THE CHAIR/CEO AND MAY BE FURTHER REVIEWED BY THE GOVERNANCE COMMITTEE, IF WARRANTED. 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 IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 134,112. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,112. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 332,627. MANAGEMENT AND GENERAL EXPENSES 27,555. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 360,182. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER FROM RELATED PARTIES 241,982. 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 OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 9 NET ASSETS TRANSFERRED FROM (TO) RELATED PARTIES AND RELATED-PARTY TRANSACTIONS: 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 YEAR ENDED JUNE 30, 2024, THE ORGANIZATION WAS TRANSFERRED NET ASSETS FROM ENTITIES IN THE SUNRISE GROUP AMOUNTING TO $241,982, WHICH INCLUDED NON-CASH ASSETS AND THEIR RELATED DEBT TRANSFERRED FROM OTHER MEMBERS OF $4,345. 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