2024-01-17T09:20:11-06:00 2023-08-31 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2022-09-01 610597273 SUNRISE CHILDREN'S SERVICES INC SUNR 5025381000 300 HOPE STREET PO BOX 1429 MT WASHINGTON KY 40047 DAVID BOURNE CFO 5025381000 2024-01-16 1 DAVID BOURNE 999009999 1 KORTNEY RYAN P01432484 5025830248 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID BOURNE 300 HOPE STREET PO BOX 1429 MT WASHINGTON KY 40047 26116176 0 X WWW.SUNRISE.ORG X 1954 KY TO PROVIDE CARE AND HOPE FOR HURTING CHILDREN AND FAMILIES THROUGH CHRIST-CENTERED MINISTRIES. 22 22 363 75 0 0 4971330 5005350 16781495 19939423 345446 82268 28679 82754 22126950 25109795 0 0 0 0 12687070 13831794 0 0 818465 8680394 10518958 21367464 24350752 759486 759043 38228135 40825983 4870363 5456902 33357772 35369081 X SUNRISE CHILDREN'S SERVICES CARES FOR CHILDREN WHO HAVE EXPERIENCED ABUSE, NEGLECT, OR OTHER AT RISK SITUATIONS. SUNRISE IS COMMITTED TO KENTUCKY'S YOUNG VICTIMS AND IS GROWING AND ADAPTING TO MEET THEIR CHANGING NEEDS. 0 0 10954066 10761077 SUNRISE CHILDREN'S SERVICES PROVIDES CARE TO CHILDREN, AGES 8 TO 18, WHO HAVE DEVELOPED UNHEALTHY BEHAVIORS AND COPING METHODS BECAUSE OF SEVERE ABUSE, NEGLECT OR SOME OTHER FAMILY CRISIS. RECOGNIZING AN INCREASE IN ADDICTION TO DRUGS AND ALCOHOL AMONG ADOLESCENTS, AND THE LACK OF SERVICES FOR THIS POPULATION, SUNRISE WORKED WITH THE COMMONWEALTH OF KENTUCKY TO DEVELOP REGULATIONS SO THE NEW START AODE FOR MALES COULD BE OPENED IN FY 2023. SUNRISE RESIDENTIAL AND PSYCHIATRIC RESIDENTIAL TREATMENT FACILITIES SERVE MALE OR FEMALE CHILDREN BASED ON INDIVIDUAL TREATMENT PLANS TO ADDRESS THE CHILD'S NEEDS. IN FY 2023, SUNRISE PROVIDED 19,963 DAYS OF RESIDENTIAL TREATMENT SERVICES TO 121 CHILDREN, 9,469 DAYS TO 68 CHILDREN IN THE PRTF, AND 1,562 DAYS TO 25 CHILDREN IN AODE TREATMENT. 6118440 6490016 SUNRISE CHILDREN'S SERVICES PROVIDES THERAPEUTIC FOSTER CARE TO CHILDREN, FROM BIRTH TO AGE 21, WHO CAN BENEFIT FROM CARE WITHIN THE HOMES OF SPECIALLY TRAINED FOSTER FAMILIES. SUNRISE BENEFITS THESE CHILDREN AND FAMILIES BY 24/7 SUPPORT AND FOSTER-TO-ADOPT SERVICES AVAILABLE IN EVERY REGION OF KENTUCKY. SUNRISE USES A PROVEN, TREATMENT-BASED TRAINING MODEL EVALUATED ON OUTCOMES-BASED SUCCESS STANDARDS. IN FY2023, SUNRISE PROVIDED 58,719 FOSTER CARE DAYS TO 367 CHILDREN, AND 2,194 DAYS OF CARE TO 28 CHILDREN IN FOSTER-TO-ADOPT STATUS, WITH 18 CHILDREN HAVING FINALIZED ADOPTIONS IN THEIR FOREVER HOMES. 1483843 1055662 SUNRISE CHILDREN'S SERVICES' FAMILY SERVICES PROGRAM HELPS FAMILIES HANDLE IMMEDIATE CRISES, LONG-TERM PROBLEMS, OR TROUBLING EXPERIENCES. THE PROGRAM'S NETWORK OF LICENSED AND TRAINED COUNSELING PROFESSIONALS PROVIDE INDIVIDUAL AND/OR FAMILY COUNSELING SERVICES THAT ADDRESS EMOTIONAL, SOCIAL AND SITUATIONAL PROBLEMS. THESE INCLUDE DEPRESSION, ANXIETY, RELATIONSHIP ISSUES, TRAUMA, GRIEF/LOSS, AND MORE. PROGRAM SERVICES ARE READILY ACCESSIBLE AND EFFECTIVE, AND ARE ADMISTERED BY PROFESSIONALS WITH THE HIGHEST EDUCATION AND CREDENTIALING LEVELS IN SUBSTANCE ABUSE TREATMENT, CLINICAL SOCIAL WORK, COUNSELING, AND PSYCHOLOGY. IN FY2023, SUNRISE HELPED 585 CHILDREN AND FAMILIES BY PROVIDING 9,944 OUTPATIENT CLINICAL SERVICES. 1144576 1590070 INDEPENDENT LIVING IS DESIGNED TO HELP YOUNG PEOPLE AGES 18 TO 21 TRANSITION INTO ADULTHOOD BY IMPARTING NEW SKILL SETS AND ENHANCING THEIR ABILITY TO LIVE INDEPENDENTLY. SUNRISE PROVIDES AN AGENCY-LEASED APARTMENT, INCLUDING RENT AND UTILITIES, AS WELL AS MONTHLY STIPENDS TO ASSIST WITH ESSENTIALS SUCH AS CLOTHING AND PERSONAL INCIDENTALS. INDEPENDENT LIVING SPECIALISTS ENSURE THAT APARTMENTS ARE APPROPRIATELY FURNISHED AND SUPPLIED, ASSESS CLIENTS' READINESS FOR INDEPENDENT LIVING, AND ENSURE THAT EACH IS EDUCATED ON MONEY MANAGEMENT, JOB SEARCH STRATEGIES, SAFETY SKILLS, AND MORE. IN FY2023, SUNRISE PROVIDED 13,093 INDEPENDENT LIVING DAYS TO 56 CLIENTS. 4557 42597 VOCATIONAL REHAB SERVICES 71189 112608 OTHER PROGRAMS 1220322 1745275 19776671 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 40 0 1 363 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X X DAVID BOURNE CFO 5025381000 300 HOPE STREET MOUNT WASHINGTON KY 40047 ANDREW W WEEKS DIRECTOR 1.00 X 0 0 0 ROBERTA K KISER DIRECTOR 1.00 X 0 0 0 BYRD COPLEY DIRECTOR 1.00 X 0 0 0 DR WESLEY FOWLER BOARD CHAIR 1.00 X X 0 0 0 JON MORGAN DIRECTOR 1.00 X 0 0 0 DR WESLEY NOSS DIRECTOR 1.00 X 0 0 0 REV MILKWEED WOTIER DIRECTOR 1.00 X 0 0 0 DR DAN SUMMERLIN DIRECTOR 1.00 X 0 0 0 BILLY J LYONS TREASURER 1.00 X X 0 0 0 BENITA DECKER VICE CHAIR 1.00 X X 0 0 0 REV NICK SANDEFUR DIRECTOR 1.00 X 0 0 0 MARTIN YANCEY DIRECTOR 1.00 X 0 0 0 DR TODD GRAY EX OFFICIO 1.00 X 0 0 0 DR CHIP PENDLETON DIRECTOR 1.00 X 0 0 0 DR MATT SHAMBLIN DIRECTOR 1.00 X 0 0 0 MICHAEL D LYONS DIRECTOR 1.00 X 0 0 0 REV DAVID E TUCKER DIRECTOR 1.00 X 0 0 0 REV ABRAM M CROZIER DIRECTOR 1.00 X 0 0 0 CHERYL EDMONDSON DIRECTOR 1.00 X 0 0 0 REV BARRY E FIELDS DIRECTOR 1.00 X 0 0 0 TERESA HAIL DIRECTOR 1.00 X 0 0 0 MERCEDES LOPEZ DIRECTOR 1.00 X 0 0 0 LARRY DALE SUTTLES PRESIDENT/CEO 40.00 X 171485 0 14142 GUY K GOODNER CFO, RETIRED 40.00 X 105572 0 7240 DAVID BOURNE CFO 40.00 X 69897 0 2518 346954 0 23900 2 0 1 0 ERC SPECIALIST LLC 125 MAIN STREET 401 AMERICAN FORT UT 84003 TAX CREDIT SERVICE 228852 STOLL KEENAN OGDEN PLLC PO BOX 11969 LEXINGTON KY 40579 LEGAL 134497 BRUCE DEVINE ROOFING 390 MCCROSKEY PIKE HARRODSBURG KY 40330 CONSTRUCTION 116998 3 94826 1525682 3384842 71937 5005350 RESIDENT SUPPORT 624100 19939423 19939423 19939423 95289 95289 2000 0 2000 2000 2000 912943 48564 912251 62277 692 -13713 -13021 -13021 0 94826 31853 -31853 -31853 MISCELLANEOUS REVENUE 900099 112607 112607 112607 25109795 20052030 0 52415 346954 346954 11035704 9551600 1119977 364127 118665 83915 30604 4146 1495772 1251900 163954 79918 834699 704718 105647 24334 197979 197979 40000 40000 22934 22934 179706 179706 301309 4076 254233 43000 45273 2029 43244 649160 610615 29120 9425 176341 159418 14628 2295 34217 13233 8984 12000 150648 150648 1125992 890307 182888 52797 795012 665258 103807 25947 FOSTER PARENT PAYMENTS 3036194 3036194 OTHER EXPENSES 1507964 710986 612453 184525 CLIENT RELATED EXPENSES 821083 821083 FOOD AND CLOTHING 449100 449100 986046 822239 147856 15951 24350752 19776671 3755616 818465 1598919 3300104 347000 300912 110255 112886 1624027 1970773 17930 45777 539598 575538 28090770 13587574 14793590 14503196 4607961 4870181 14588855 15146616 38228135 40825983 1855980 2146576 2687176 2613698 327207 696628 4870363 5456902 X 16997649 18649353 16360123 16719728 33357772 35369081 38228135 40825983 X 759043 908079 344187 X X 0 1 X 1 0 X 3945740 8792026 8309964 4971330 5005350 31024410 3945740 8792026 8309964 4971330 5005350 31024410 31024410 509498 255706 90285 96711 97289 1049489 24907 14929 91179 23749 112607 267371 32341270 0.95930 0.95380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 22420 0 0 22420 0 PART II-B, LINE 1 LOBBYING ACTIVITIES $21,000 PAID TO DAVID WHITEHOUSE WHO HELPS US WITH INTRODUCTIONS TO VARIOUS MEMBERS OF THE KENTUCKY HOUSE AND SENATE. 13672667 34272 1015375 570567 14151747 16578835 53121 -2417321 541968 13672667 14258141 2528 2843666 525500 16578835 13884905 641 1267440 894845 14258141 17885748 58624 559728 4619195 13884905 1 0 1600267 1600267 22084528 10444121 11640407 31949 31949 3209981 2455775 754206 1164045 687678 476367 14503196 FUNDS HELD IN TRUST BY OTHERS 13233208 BENEFICIAL INTERESTS IN CHARITABLE TRUSTS 1530149 OPERATING LEASE RIGHT-OF-USE ASSETS 383259 15146616 CHARITABLE GIFT ANNUITY PAYABLE 65982 DEFERRED SETTLEMENT 143146 DEFERRED INCOME 99350 OPERATING LEASE LIABILITIES 388150 696628 X 26405134 908079 355407 1263486 25141648 -31853 -31853 25109795 24393825 11220 11220 24382605 -31853 -31853 24350752 PART V, LINE 4: THE ENDOWMENT FUNDS WERE ESTABLISHED TO SUPPORT THE PROGRAMS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE INDICATING THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE MORE-LIKELY-THAN-NOT APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST 355,407. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED IN REVENUE -31,853. PART XII, LINE 2D - OTHER ADJUSTMENTS: ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS 11,220. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED IN REVENUE -31,853. X X X X X X 1 DAVID M WHITEHOUSE PO BOX 910590 LEXINGTON KY 40591 PROFESSIONAL NETWORKING 0 0 21000 -21000 21000 -21000 KY BBQ ON THE RIVER 18894 18894 212 492 PADUCAH GOLF OUTING 75932 75932 28493 387 2269 94826 94826 28493 599 2761 31853 -31853 X X 0 0 0 0 0 0 0 0 0 LARRY DALE SUTTLES PRESIDENT/CEO 171485 0 0 0 0 0 0 0 14142 0 185627 0 0 0 X 39481 DONOR ADVISED X 1 4968 DONOR ADVISED X GIFT CARDS 29 10369 DONOR ADVISED X HOUSING 1 8700 DONOR ADVISED X MAINTENANCE SERVICE 1 5760 DONOR ADVISED X GAS & OTHER TRAVEL EXPENSES 12 2635 DONOR ADVISED 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 KENTUCKY BAPTIST CONVENTION, INC. APPROVES APPOINTMENTS TO SUNRISE CHILDREN'S SERVICES BOARD. ALSO, ALTHOUGH SUNRISE CHILDREN'S SERVICES HAS EXPRESSED NO INTENTION TO DISSOLVE, UPON DISSOLUTION THE ORGANIZATION'S ASSETS ARE TO BE DISTRIBUTED TO KENTUCKY BAPTIST CONVENTIONS, INC. FORM 990, PART VI, SECTION A, LINE 7B APPOINTMENTS TO SUNRISE CHILDREN'S SERVICES BOARD OF DIRECTORS ARE SUBJECT TO THE APPROVAL OF KENTUCKY BAPTIST CONVENTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS EMAILED IN ELECTRONIC FORMAT TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE PRESIDENT/CEO., THE CHAIRPERSON OF THE BOARD OF DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFILICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, THE PRESIDENT/CEO WILL COMPLETE A SELF EVALUATION OF HIS OR HER PERFORMANCE. THE EXECUTIVE ASSISTANT TO THE PRESIDENT/RECORDING SECRETARY WILL COPY AND DISTRIBUTE THE SELF EVALUATION TO ALL MEMBERS OF THE BOARD. BOARD MEMBERS WILL ADD THEIR COMMENTS TO THE SELF EVALUATION FORM AND RETURN THEIR EVALUATION FORMS TO THE CHAIRPERSON OF THE BOARD. THE BOARD CHAIRPERSON WILL COMPILE THE RESULTS AND PRESENT THE RESULTS TO THE EXECUTIVE COMMITEE AND THE PRESIDENT. THE HUMAN RESOURCES DEPARTMENT WILL PREPARE A SUMMARY OF THE CURRENT SALARY AND BENEFIT PROFILE OF THE PRESIDENT/CEO FOR USE BY THE BOARD CHAIRPERSON AND THE EXECUTIVE COMMITTEE. CAREFUL CONSIDERATION WILL BE GIVEN TO NOT PLACE THE SALARY OF THE PRESIDENT ABOVE AN ACCEPTABLE RANGE IN CONSIDERATION OF THE OVERALL REVENUE OF THE AGENCY. SALARY COMPARISON DATA MAY BE REQUESTED BY THE BOARD CHAIR FROM THE HUMAN RESOURCES DEPARTMENT. THE HUMAN RESOURCES DEPARTMENT WILL SURVEY COMPARABLE ORGANIZATIONS TO PROVIDE THE BOARD CHAIRPERSON WITH THE DATA. THE DELIBERATION IS HELD IN EXECUTIVE SESSION OF AN EXECUTIVE COMMITTEE MEETING AND THE JULY BOARD OF DIRECTOR'S MEETING, AND THE DOCUMENTATION IS IN THE BOARD CHAIRMAN'S FILES. THE ULTIMATE DECISION IS COMMUNICATED TO THE HUMAN RESOURCE DEPARTMENT, VIA THE BOARD CHAIRMAN, USING THE ORGANIZATION'S CHANGE OF SALARY FORM, AND IS FILED IN THE PRESIDENT'S PERSONNEL FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ACTURARIAL CHANGE IN ANNUITY OBLIGATION -11,220. CHANGE IN FAIR VALUE OF FUNDS HELD IN TRUST 355,407. FORM 990, PAGE 12, PART XII LINE 2C EACH QUARTER AT THE BOARD MEETING ALL MEMBERS RECEIVE EXPANDED INFORMATION FOR THE PRIOR FISCAL YEAR QUARTER (E.G. AT THE APRIL MEETING THE QE 2/28/XX IS REVIEWED). IN JUNE OF EACH YEAR THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS IN DETAIL THE PROPOSED BUDGET FOR THE UPCOMING FISCAL YEAR, AND THEN RECOMMENDS FOR ADOPTION TO THE FULL BOARD AT THE 07/XX MEETING. THE AUDIT DRAFT IS REVIEWED BY THE PARTNER IN CHARGE OF THE AUDIT WITH THE EXECUTIVE COMMITTEE OF THE BOARD (ACTING AS AUDIT COMMITTEE) ON THE AFTERNOON PRIOR TO THE 11/XX MEETING, AND THEN THE EXECUTIVE COMMITTEE RECOMMENDS FOR APPROVAL TO THE FULL BOARD THE NEXT DAY AT THE 11/XX MEETING. THE BOARD REVIEWS STAFF RECOMMENDATIONS OF THE AUDIT FIRM FOR THE UPCOMING FISCAL YEAR AT THE 04/XX MEETING. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITEE SHALL HAVE AND EXERCISE AUTHORITY OF THE BOARD OF DIRECTORS, EXCEPT IN REFERENCE TO AMENDING, ALTERING OR REPEALING THE BYLAWS; ELECTING, APPOINTING OR REMOVING ANY MEMBER OF THE COMMITTEE OR ANY DIRECTOR OR OFFICER OF THE CORPORATION; AMENDING THE ARTICLES OF INCORPORATION, RESTATING ARTICLES OF INCORPORATION ADOPTING A PLAN OF MERGER OR ADOPTING A PLAN OF CONSOLIDATION WITH ANOTHER CORPORATION; AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; AUTHORIZING THE VOLUNTARY DISSOLUTION OF THE CORPORATION OR REVOKING PROCEEDINGS THEREFORE; ADOPTING A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION; OR AMENDING, ALTERING OR REPEALING ANY RESOLUTION OF THE BOARD OF DIRECTOS WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED BY COMMITTEE.