2026-04-27T09:38:05+00:00 2025-06-30 440160260 Forvis Mazars LLP 255 South Orange Avenue Suite 600 Orlando FL 32801 990 2024-07-01 591751316 Sunnyside Properties of Sarasota Inc SUNN 9413712750 5201 BAHIA VISTA STREET SARASOTA FL 34232 ROBERT T KELLY CHIEF FINANCIAL OFFICER 9413712750 2026-04-27 true true Peter Gubler P00190185 4077405400 2026-05-15 2024 2025-03-06 01:10:19Z ROBERT T KELLY 5201 BAHIA VISTA STREET SARASOTA FL 34232 11733485 false X WWW.SUNNYSIDEVILLAGE.ORG X 1977 FL TO PROVIDE HEALTH SERVICES AND PROGRAMS IN A CHRISTIAN ENVIRONMENT TO SENIORS AGE 55 AND OVER. 7 7 388 7 0 341532 106559 11904352 10646501 755764 1422181 50764 -441756 13052412 11733485 0 0 3767444 4384523 0 0 7926913 7364642 11694357 11749165 1358055 -15680 77852659 79541716 48871634 76154655 28981025 3387061 THE MISSION OF SUNNYSIDE PROPERTIES OF SARASOTA, INC. IS TO ENRICH THE LIVES OF RESIDENTS AGE 55 AND OVER, STAFF AND THE COMMUNITY BY PROVIDING FACILITIES FOR RELATED NOT-FOR-PROFIT ORGANIZATIONS TO PERFORM SERVICES AND OPERATE PROGRAMS IN A CHRISTIAN ENVIRONMENT. false false 5185741 0 3968893 ACCOMMODATIONS WERE PROVIDED FOR APPROXIMATELY 277 INDEPENDENT LIVING RESIDENTS, 60 RESIDENTS REQUIRING ASSISTANCE WITH DAILY ACTIVITIES AND 219 RESIDENTS REQUIRING SKILLED NURSING OR REHABILITATIVE CARE. FACILITIES ARE ROUTINELY UPGRADED TO ENSURE THE PROPERTY IS MAINTAINED IN ORDER TO PROVIDE PLEASANT, SAFE AND SECURE RESIDENT HOMES AND FACILITIES. SUNNYSIDE'S SKILLED NURSING FACILITY MAINTAINS A FIVE-STAR RATED PROGRAM. SUNNYSIDE ALSO MAINTAINS SIGNIFICANTLY HIGHER THAN BENCHMARK SCORES FOR RESIDENT SATISFACTION IN INDEPENDENT LIVING INCLUDING SUCH FACTORS AS OVERALL SATISFACTION, VALUE FOR PRICE PAID, LONG-TERM CONFIDENCE IN THE FACILITY, FULFILLMENT OF ITS MISSION STATEMENT AND "WOULD YOU RECOMMEND SUNNYSIDE VILLAGE TO A FRIEND." 3866062 0 6196727 SUNNYSIDE VILLAGE PROVIDED SERVICES TO A 226-UNIT INDEPENDENT LIVING RETIREMENT COMMUNITY FOR APPROXIMATELY 277 RESIDENTS AGED 55 AND OLDER, PROVIDING DINING SERVICES, MAINTENANCE, 24-HOUR CAMPUS PATROL, EMERGENCY CALL SYSTEMS INCLUDING PERSONAL CALL PENDANTS, COMMUNITY EVENTS, ACTIVITIES, WELLNESS INITIATIVES, AND TRANSPORTATION OPTIONS. 9051803 true false false false false false false false false false true false false true true true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 45 0 true 388 true false false false false false false false false false false false false X 7 7 false false false false true true true true true false false false true true true true true true true true false false X X ROBERT T KELLY 9413712750 5201 BAHIA VISTA STREET SARASOTA FL 34232 CURTIS ROSS II CHAIR 2.0 2.0 X X 0 0 0 KATHY BENDER SECRETARY 2.0 1.0 X X 0 0 0 KJELL PURNELL TREASURER 2.0 1.0 X X 0 0 0 WADE HARRIS VICE CHAIR 2.0 2.0 X X 0 0 0 BETH EBERSOLE DIRECTOR 2.0 1.0 X 0 0 0 CHERYL KORNHAUS DIRECTOR 2.0 2.0 X 0 0 0 ROBERT POHL DIRECTOR 2.0 1.0 X 0 0 0 HEATHER NEFF CEO/EXECUTIVE DIRECTOR 20.0 20.0 X 124950 0 4038 ROBERT KELLY CFO 20.0 20.0 X 0 0 0 ALEXANDRA MALIWACKI DIRECTOR OF HEALTH SERVICE 1.0 45.0 X 194701 0 11854 CHANDA POLLOCK DIRECTOR OF THERAPY 40.0 0 X 120120 0 7114 LACEY HOLLAND DIRECTOR OF NURSING/HEALTH SERVICES 40.0 0 X 130722 0 7957 SEAN MCCLORY DIRECTOR OF HUMAN RESOURCES 40.0 0 X 119731 0 0 690224 0 30963 5 false true false 0 106559 106559 RESIDENT SERVICE FEES 623990 8417493 8417493 MANAGEMENT FEES 623990 1577960 1577960 RENT FROM TAX-EXEMPT AFFILIATES 623990 593447 593447 ANCILLARY SERVICES 623990 57601 57601 0 0 0 0 10646501 585706 585706 39125 0 39125 0 39125 39125 832975 3500 0 0 832975 3500 836475 836475 OTHER MISCELLANEOUS/NONOPERATING 900099 -480881 -480881 0 0 0 0 -480881 11733485 10165620 0 1461306 331937 331937 3391309 1995491 1395818 77666 22853 54813 304540 180730 123810 279071 152941 126130 118028 118028 90833 90833 63816 63816 122740 44084 78656 0 30268 30268 19623 19623 141851 3850 138001 1926524 1887843 38681 25911 18706 7205 42053 9029 33024 934504 934504 2557039 2557039 529025 445376 83649 RESIDENT DIETARY 592233 592233 MISCELLANEOUS 65463 5346 60117 SUPPLIES 57986 40005 17981 RESIDENT ACTIVITIES 42195 42195 4550 1550 3000 0 11749165 9051803 2697362 0 802 800 1348909 2594550 2000071 2193827 0 0 0 0 20722 21591 90394 175606 67084725 30422253 38118445 36662472 22179657 22852395 0 0 26328 33196 14067331 15007279 77852659 79541716 1165408 1485513 13683721 12670103 20725513 20224242 0 0 13296992 41774797 48871634 76154655 X 28981025 3387061 28981025 3387061 77852659 79541716 -15680 319135 -25897419 0 X false true true false X 104475 1918619 633552 341532 106559 3104737 9580412 10518250 10638028 11904352 10646501 53287543 0 0 0 9684887 12436869 11271580 12245884 10753060 56392280 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 56392280 599733 535087 487087 658914 624831 2905652 0 599733 535087 487087 658914 624831 2905652 0 0 0 0 0 -480881 -480881 10284620 12971956 11758667 12904798 10897010 58817051 0.95877 0.94961 0.05 0.0504 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER MISCELLANEOUS/NONOPERATING, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - -480881.0, COLUMN F - -480881.0; 1081409 1081409 58932228 26582085 32350143 4130737 2001862 2128875 2738459 1838306 900153 201892 201892 36662472 INVESTMENT IN RISK RETENTION GROUP 196035 DUE FROM RELATED ORGANIZATIONS 14811244 15007279 Federal Income Taxes REFUNDABLE DEPOSITS ON INDEPENDENT LIVING UNITS 676868 DUE TO RELATED ORGANIZATIONS 13713746 REFUNDABLE ADVANCE FEES 27384183 41774797 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) 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, 2025, WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR ITS FEDERAL INCOME TAX RETURNS PRIOR TO 2022. X X X false false false false false false false false false ALEXANDRA MALIWACKI DIRECTOR OF HEALTH SERVICE 171851 0 22850 0 0 0 11854 0 0 0 206555 0 0 0 A SARASOTA COUNTY HEALTH FACILITIES AUTHORITY 352542713 80329U8K4 2018-06-12 22980555 SEE PART IV false false false A 1935000 0 22980555 1401612 996061 0 567415 0 0 20002969 12498 0 false false false true A false false false false false false 0 0 0.0 false false 0 false false A false true false false false false 0 false false false 0 false false false A false Schedule K, Part I, Column (f) PROCEEDS WERE USED TO CONSTRUCT AND EQUIP A NEW SKILLED NURSING REHABILITATION FACILITY, RENOVATE AND EQUIP THE EXISTING FACILITY FOR USE AS AN 18-BED MEMORY CARE PROGRAM, FUND A DEBT SERVICE RESERVE FUND, AND PAY A PORTION OF THE COST OF ISSUANCE. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS CONDUCTS A BI-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, Line 6 Classes of members or stockholders THE ORGANIZATION HAS CORPORATE MEMBERS. EIGHT AREA MENNONITE SPONSORING CHURCHES ELECT/APPOINT CORPORATE MEMBERS WHOSE PRIMARY RESPONSIBILITY IS TO ELECT THE BOARD OF DIRECTORS OF SUNNYSIDE PROPERTIES OF SARASOTA, INC. THE CORPORATE MEMBERS ALSO HAVE THE RIGHT TO AMEND CORPORATE BY-LAWS AND REMOVE BOARD MEMBERS. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE SUNNYSIDE CORPORATE MEMBERS CONDUCT AN ANNUAL MEETING IN SEPTEMBER TO REPORT ON THE BUSINESS OF THE PRIOR FISCAL YEAR AND TO ELECT NEW BOARD MEMBERS. IN ACCORDANCE WITH THE BY-LAWS, CORPORATE MEMBERS VOTE ON THE BOARD NOMINEES ON THE SLATE AT THE ANNUAL MEETING IN ORDER TO APPOINT THE BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders 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 SELECTED AT THE ANNUAL MEETING. POWER TO AMEND BY-LAWS AND THE ARTICLES OF INCORPORATION IS RESERVED TO THE CORPORATE MEMBERS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FINANCE 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 FINANCE COMMITTEE, WITH UPDATES AND REVISIONS AS NECESSARY, COPIES OF THE FINAL 990 ARE PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS, OFFICERS AND KEY STAFF AS PART OF THE ANNUAL REORGANIZATIONAL MEETING IN SEPTEMBER. 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, Line 19 Required documents available to the public 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. SUNNYSIDE RETIREMENT INC 5201 BAHIA VISTA ST SARASOTA FL 34232 592562598 INACTIVE FL 501(c)(3) 10 SUNNYSIDE PROPERTIES OF SARASOTA INC true SUNNYSIDE HEALTH SERVICES INC 5201 BAHIA VISTA ST SARASOTA FL 34232 592562599 SKILLED NURSING AND ASSITED LIVING FACILITY FL 501(c)(3) 10 SUNNYSIDE PROPERTIES OF SARASOTA INC true SUNNYSIDE FOUNDATION INC 5201 BAHIA VISTA ST SARASOTA FL 34232 592561967 RESIDENT ASSISTANCE FL 501(c)(3) 7 SUNNYSIDE PROPERTIES OF SARASOTA INC true true false false false false false false false false false false true true true true false true false false SUNNYSIDE HEALTH SERVICES INC K 1506437 FMV SUNNYSIDE HEALTH SERVICES INC M 583516 FMV SUNNYSIDE FOUNDATION INC M 81452 FMV