2025-05-12T12:51:29-05:00 2024-06-30 440160260 FORVIS MAZARS LLP 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-07-01 592561967 SUNNYSIDE FOUNDATION INC SUNN 9413712750 5201 BAHIA VISTA STREET SARASOTA FL 34232 ROBERT T KELLY CHIEF FINANCIAL OFFICER 9413712750 2025-04-15 1 1 HARRY E HARP P00176471 4077405400 2025-04-15 2023 2025-03-06 01:10:19Z CHRISTOPHER MCGEE 5201 BAHIA VISTA STREET SARASOTA FL 34232 2125550 0 X WWW.SUNNYSIDEVILLAGE.ORG X 1984 FL TO PROVIDE FINANCIAL SUPPORT AND CONSUMER PROTECTION FOR RESIDENTS OF SUNNYSIDE VILLAGE. 8 8 0 8 0 0 409202 334868 0 0 620364 429689 0 0 1029566 764557 130756 0 0 0 0 0 0 0 124657 376255 471216 507011 471216 522555 293341 12325219 14458642 874455 1006280 11450764 13452362 THE MISSION OF SUNNYSIDE FOUNDATION, INC. IS TO PROVIDE APPROPRIATE HUMANITARIAN AID THROUGH FINANCIAL SUPPORT AND CONSUMER PROTECTION FOR RESIDENTS OF SUNNYSIDE VILLAGE AND TO CONSIDER ASSISTANCE WITH SPECIAL REQUESTS FOR THE NEEDS OF RELATED 501(C)(3) ORGANIZATIONS. 0 0 164368 SUNNYSIDE FOUNDATION PROVIDES ASSISTANCE BASED ON DEMONSTRATED NEED FOR ACCESS INTO THE SUNNYSIDE VILLAGE INDEPENDENT AND ASSISTED LIVING COMMUNITY, ASSISTANCE WITH MONTHLY MAINTENANCE FEES, ACTIVITIES PROGRAMS AND FEES, AND OTHER WELLNESS PROGRAMS. ASSISTANCE IS CONSIDERED ONLY AFTER BOARD AND/OR COMMITTEE REVIEW OF A DOCUMENTED FINANCIAL NEED AND SUBJECT TO THE CRITERIA OUTLINED IN INDIVIDUAL FUND POLICIES. ASSISTANCE WITH PERSONAL ISSUES RELATED TO FRAUD, IDENTITY THEFT AND INSURANCE, AMONG MANY OTHERS, IS ALSO PROVIDED TO RESIDENTS. SUNNYSIDE PROVIDES OVERSIGHT OF THE DISBURSEMENT OF PERSONAL ITEMS LEFT BY RESIDENTS AND THEIR FAMILIES UPON VACATING THEIR SUNNYSIDE HOME. THESE ITEMS ARE SHARED WITH THE SOCIAL SERVICES PROGRAMS IN THE BROADER SARASOTA COMMUNITY. 164368 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 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 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X ROBERT T KELLY 9413712750 5201 BAHIA VISTA STREET SARASOTA FL 34232 STEVE LANE CHAIR 1.00 X X 0 0 0 BOB ANTRIM VICE CHAIR 1.00 X X 0 0 0 DAVE EVANS DIRECTOR 1.00 X 0 0 0 WADE HARRIS DIRECTOR 1.00 3.00 X 0 0 0 CURTIS ROSS II DIRECTOR 1.00 2.00 X 0 0 0 DAN O'CONNER DIRECTOR 1.00 X 0 0 0 CROCKETT WALKER DIRECTOR 1.00 X 0 0 0 CHERYL KORNHAUS DIRECTOR 1.00 2.00 X 0 0 0 CHRIS MCGEE CEO/EXECUTIVE DIRECTOR 10.00 30.00 X 0 148735 9433 TIMOTHY HURLEY DIRECTOR OF FINANCES 10.00 30.00 X 0 168800 17029 0 317535 26462 0 0 1 0 0 334868 334868 276321 276321 1514361 1360993 153368 153368 153368 764557 0 0 429689 X 79080 79080 17157 17157 60412 60412 86639 3265 83374 128 128 5149 5149 308 308 5815 499 5316 1244 656 588 13418 4002 9416 RESIDENT PROJECTS 200366 159083 41283 MISCELLANEOUS 1500 1500 471216 164368 182191 124657 19205 9766 12306014 14448876 12325219 14458642 17158 22906 857297 983374 874455 1006280 X 7433823 9349419 4016941 4102943 11450764 13452362 12325219 14458642 293341 1708257 0 X X 0 1 X 1 0 X 264691 329111 503714 409202 334868 1841586 264691 329111 503714 409202 334868 1841586 292914 1548672 231858 219591 221098 248339 276321 1197207 3038793 20347 0.50960 0.45440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 153 153 0 0 1 1 0 DUE TO RELATED ORGANIZATIONS 983374 983374 X PART X, LINE 2: SUNNYSIDE FOUNDATION, INC. IS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WITH SUNNYSIDE PROPERTIES OF SARASOTA, INC. AND ITS AFFILIATES. THE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING FOOTNOTE: THE ORGANIZATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA AND HAS BEEN GRANTED RECOGNITION OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, NO INCOME TAX LIABILITY OR PROVISION FOR INCOME TAXES IS REFLECTED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. AS OF JUNE 30, 2024, WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR ITS FEDERAL INCOME TAX RETURNS PRIOR TO 2021. 1 PART I, LINE 2: THE BOARD OF DIRECTORS OF FILING ORGANIZATION SET UP VARIOUS FUNDS TO MEET THE NEEDS OF THE RESIDENTS OF SUNNYSIDE VILLAGE. THE ASSISTANCE LISTED IN PART III WAS DISBURSED TO APPROVED APPLICANTS IN ACCORDANCE WITH THE GUIDELINES OF EACH FUND AND ITS DONORS. 0 0 0 0 0 0 0 0 0 TIMOTHY HURLEY DIRECTOR OF FINANCES 0 168800 0 0 0 0 0 10841 0 6188 0 185829 0 0 CHRIS MCGEE CEO/EXECUTIVE DIRECTOR 0 148735 0 0 0 0 0 7600 0 1833 0 158168 0 0 PART I, LINE 3 SUNNYSIDE FOUNDATION, INC.'S PERSONNEL ARE EMPLOYED BY SUNNYSIDE PROPERTIES OF SARASOTA, INC., A RELATED 501(C)(3) ORGANIZATION. THE FOLLOWING METHODS ARE UTILIZED BY SUNNYSIDE PROPERTIES OF SARASOTA, INC. TO ESTABLISH COMPENSATION FOR THE CEO: - COMPENSATION COMMITTEE - WRITTEN EMPLOYMENT CONTRACT - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS CORPORATE MEMBERS COMPRISED OF THE BOARD OF DIRECTORS OF SUNNYSIDE PROPERTIES OF SARASOTA INC., A RELATED 501(C)(3) ORGANIZATION. IN THEIR ROLE AS CORPORATE MEMBERS, THE PRIMARY PURPOSE IS TO ELECT THE BOARD OF DIRECTORS OF SUNNYSIDE FOUNDATION, INC. CORPORATE MEMBERS ALSO HAVE THE ABILITY TO AMEND BY-LAWS AND REMOVE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION CONDUCT AN ANNUAL MEETING IN SEPTEMBER TO ELECT THE BOARD OF DIRECTORS OF SUNNYSIDE FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7B IN ACCORDANCE WITH THE ORGANIZATION'S BY-LAWS, EACH MEMBER HAS ONE VOTE FOR ANY MATTER CONSIDERED IN A MEETING, EITHER ANNUAL OR SPECIAL. THE BOARD OF DIRECTORS IS ELECTED AT THE ANNUAL MEETING. POWER TO AMEND BY-LAWS AND THE ARTICLES OF INCORPORATION IS RESERVED TO THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MEETS WITH THE OPERATIONAL OFFICERS OF THE ORGANIZATION TO REVIEW THE FORM 990 PRIOR TO FILING. UPON REVIEW AND ACCEPTANCE BY THE EXECUTIVE COMMITTEE, WITH UPDATES AND REVISIONS AS NECESSARY, COPIES OF THE FINAL 990 ARE PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS, OFFICERS AND KEY STAFF AS PART OF THE ANNUAL RE-ORGANIZATIONAL MEETING IN NOVEMBER. BOARD MEMBERS, OFFICERS AND KEY STAFF SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENTS AT THAT TIME. INDIVIDUALS ARE ADVISED TO REVIEW THEIR STATUS REGULARLY AND REPORT ANY ISSUES THAT WOULD REQUIRE AN UPDATE TO THEIR CONFLICT OF INTEREST STATEMENT. PERSONS WITH A CONFLICT ARE EXPECTED TO REFRAIN FROM ANY DISCUSSIONS AND ABSTAIN FROM ANY VOTING ON ALL MATTERS IN WHICH A POTENTIAL CONFLICT IS IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS OF SUNNYSIDE PROPERTIES OF SARASOTA INC., A RELATED 501(C)(3) ORGANIZATION, CONDUCTS AN ANNUAL REVIEW OF THE CEO WITH INPUT FROM VARIOUS SOURCES AMONG DIRECTORS, STAFF AND SUNNYSIDE RESIDENTS. RESULTS ARE COMPILED AND REVIEWED ALONG WITH A REVIEW OF THE PRIOR YEAR'S PERFORMANCE AGAINST ESTABLISHED GOALS IN ORDER TO DEVELOP A COMPENSATION PACKAGE. AFTER COMPARING TO PEER GROUPS THROUGH INDUSTRY COMPENSATION STUDIES, THE PERSONNEL COMMITTEE DRAFTS A COMPENSATION PACKAGE FOR DISCUSSION BY THE BOARD. BOARD DISCUSSION AND APPROVAL OF THE FINAL COMPENSATION PACKAGE IS COMPLETED IN AN EXECUTIVE SESSION OF A BOARD MEETING. COMPENSATION PACKAGES FOR OTHER OFFICERS AND EXECUTIVE LEVEL STAFF ARE ESTABLISHED BY THE CEO AFTER ANNUAL REVIEWS AND COMPARISON AGAINST INDUSTRY COMPENSATION STUDIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY INCLUDING THE INDIVIDUALLY SIGNED CONFLICT OF INTEREST DISCLOSURE STATEMENTS, THE AUDITED FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE BY REQUEST IN THE CORPORATE OFFICES LOCATED ON THE SUNNYSIDE VILLAGE CAMPUS. THE FORM 990 IS ALSO AVAILABLE FOR PUBLIC REVIEW ON THE GUIDESTAR.ORG WEBSITE. FORM 990, PART IX, LINE 11G ALLOCATED SALARIES AND BENEFITS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,265. FUNDRAISING EXPENSES 82,255. TOTAL EXPENSES 85,520. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,119. TOTAL EXPENSES 1,119. FORM 990, PART XII, LINE 2C: OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE FINANCE COMMITTEE OF SUNNYSIDE PROPERTIES OF SARASOTA, INC. 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. SUNNYSIDE PROPERTIES OF SARASOTA INC 5201 BAHIA VISTA STREET SARASOTA FL 34232 591751316 SENIOR LIVING FACILITY AND HEALTH CARE SERVICES FL 501(C)(3) LINE 10 N/A 0 SUNNYSIDE HEALTH SERVICES INC 5201 BAHIA VISTA STREET SARASOTA FL 34232 592562599 SKILLED NURSING FACILITY AND ASSISTED LIVING FACILITY FL 501(C)(3) LINE 10 SUNNYSIDE PROPERTIES OF SARASOTA INC 0 SUNNYSIDE RETIREMENT INC 5201 BAHIA VISTA STREET SARASOTA FL 34232 592562598 INACTIVE FL 501(C)(3) LINE 10 SUNNYSIDE PROPERTIES OF SARASOTA INC 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0