2025-10-09T10:21:32-05:00 2024-12-31 934792291 SORREN INC 395 SW BLUFF DR SUITE 200 BEND OR 97702 990 2024-01-01 930782374 SUNRIVER OWNERS ASSOCIATION SUNR 5415932411 PO BOX 3278 SUNRIVER OR 97707 JAMES LEWIS GENERAL MANAGER 5415932411 2025-09-23 1 0 HEATHER A MCMEEKIN CPA P01683291 5413824791 2025-09-23 2024 2025-03-06 01:10:19Z KEITH MOBLEY PO BOX 3236 SUNRIVER OR 97707 14703918 0 1 X WWW.SUNRIVEROWNERS.ORG X 1974 OR COMMUNITY SAFETY & MANAGEMENT 9 9 145 90 305901 0 486084 0 13330338 13865648 769565 826708 0 0 14585987 14692356 0 0 0 0 5882776 5979928 0 0 0 7311778 6771031 13194554 12750959 1391433 1941397 37806944 40677091 4395787 5324537 33411157 35352554 COMMUNITY SAFETY & MANAGEMENT 0 0 10320148 13559747 OVER 4,000 PROPERTY OWNERS, OTHER RESIDENTS AND VISITORS TO SUNRIVER BENEFIT BY THE ROAD & COMMON AREA MAINTENANCE, & ENFORCEMENT OF COVENANTS. 10320148 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 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 1 38 0 1 145 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X JAMES LEWIS 5415932411 C/O SROA 57455 ABBOTT DR SUNRIVER OR 97707 KEITH MOBLEY DIRECTOR 1.00 X 0 0 0 GERHARD BEENEN PRESIDENT 1.00 X X 0 0 0 BILL BURKE VICE PRESIDENT 1.00 X X 0 0 0 MARK MURRAY SECRETARY 1.00 X X 0 0 0 CLARK PEDERSON TREASURER 1.00 X X 0 0 0 RANDY SCHNEIDER DIRECTOR 1.00 X 0 0 0 LINDA BEARD DIRECTOR 1.00 X 0 0 0 BRAD BANTA DIRECTOR 1.00 X 0 0 0 VERONICA JACKNOW DIRECTOR 1.00 X 0 0 0 JAMES LEWIS GENERAL MANAGER 40.00 X 167485 0 0 167485 0 0 1 0 1 0 WOLF CONSTRUCTION & DEVELOPMENT 2838 NW CROSSING DR BEND OR 97703 BUILDING CONSTRUCTION 1569853 ARBOR TREE SERVICE LLC PO BOX 7126 BEND OR 97708 LADDER FUEL REDUCTION 122503 DENISSE CHURCHILL 20360 NW EMPIRE BEND OR 97703 CLEANING SERVICE 109140 3 MEMBERSHIP DUES & ASSESSMENTS 900099 8333975 8333975 RECREATION REVENUE 900099 3742765 3742765 ACCESS CARD REVENUE 900099 624470 624470 COMMUNICATION DEPT INCOME 513110 305901 305901 DESIGN REVIEW/BLDG PERMIT 900099 252268 252268 606269 606269 13865648 827270 827270 11000 11562 -562 -562 -562 14692356 13559747 305901 826708 167485 167485 4377371 3413305 964066 222357 170029 52328 621387 475154 146233 591328 452169 139159 194874 194874 98855 98855 4578 4578 115949 115949 72826 56611 16215 15006 11024 3982 32323 29895 2428 1665693 1574149 91544 572506 458005 114501 OTHER RECREATION EXPENS 2201235 2201235 OTHER ROAD & COMMON ARE 713330 713330 CONTRACT SERVICES 451005 175601 275404 SUPPLIES 254439 254439 378412 330624 47788 12750959 10320148 2430811 0 707271 1088227 15635561 16657770 168833 286839 264850 256670 39293214 16905629 21030429 22387585 0 0 37806944 40677091 804193 819903 3404495 4292125 187099 212509 4395787 5324537 X 33411157 35352554 33411157 35352554 37806944 40677091 1941397 0 X X 0 1 X 1 0 0 1 0 27723516 11633803 16089713 675958 123391 552567 7518921 5148435 2370486 3374819 3374819 22387585 REFUNDABLE DEPOSITS 130484 LEASE DEPOSITS 7500 PARK DEPOSITS 29920 OPERATING SALES LEASE 44605 212509 X 14692356 0 14692356 0 14692356 12750959 0 12750959 0 12750959 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(4). REGARDING UNCERTAIN INCOME TAX POSITIONS, THE ASSOCIATION WILL RECOGNIZE IN ITS FINANCIAL STATEMENTS THE BENEFIT OF A TAX POSITION WHEN IT BELIEVES THAT TAX POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED ON AUDIT BASED ON THE TECHNICAL MERITS OF THE POSITION. FOR AN EXEMPT ASSOCIATION, UNCERTAIN TAX POSITIONS COULD RESULT FROM UNRELATED BUSINESS INCOME ACTIVITIES OR ACTIONS THAT JEOPARDIZE ITS STATUS AS TAX-EXEMPT, SUCH AS POLITICAL ACTIVITY, SUBSTANTIAL LOBBYING EXPENDITURES OR EXCESSIVE UNRELATED BUSINESS ACTIVITIES. THE ASSOCIATION HAS CONCLUDED THAT IT HAD NO UNRECOGNIZED INCOME TAX BENEFITS AT DECEMBER 31, 2023 OR DECEMBER 31, 2024 AND IT HAS NO TAX POSITIONS FOR WHICH IT ESTIMATES A SIGNIFICANT CHANGE OVER THE NEXT 12 MONTHS. THE ASSOCIATION IS SUBJECT TO EXAMINATION BY STATE AND FEDERAL TAX AUTHORITIES. WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATION BY MAJOR TAXING AUTHORITIES FOR YEARS BEFORE 2020. 0 0 0 0 0 0 0 0 0 JAMES LEWIS GENERAL MANAGER 167485 0 0 0 0 0 0 0 0 0 167485 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 EACH PROPERTY OWNER OF THE COMMUNITY OF SUNRIVER IS CONSIDERED TO BE A MEMBER OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD IS ELECTED BY THE PROPERTY OWNERS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN CAPITAL EXPENDITURES IN EXCESS OF $25,000 REQUIRE APPROVAL OF THE PROPERTY OWNERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY MANAGEMENT PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND NOMINEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE GENERAL MANAGER IS DETERMINED BY THE BOARD. COMPENSATION FOR OTHER EMPLOYEES IS SET BY MANAGEMENT BASED ON WAGE STUDIES AND THE BUDGET GUIDELINES PROVIDED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE AT THE ASSOCIATION OFFICE. A SUMMARIZED VERSION OF THE AUDITED FINANCIAL STATEMENTS IS PRESENTED IN THE ASSOCIATION'S MONTHLY PUBLICATION. FORM 990, PART XII, LINE 2C NO CHANGE FROM THE PRIOR YEAR. SUNRIVER CHARITABLE FUND PO BOX 3278 SUNRIVER OR 97707 464593446 RAISE FUNDS FOR REC PROGRAM SCHOLARSHIPS OR 501(C)(3) 509(A)(1) SUNRIVER OWNERS ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUNRIVER CHARITABLE FUND