2024-12-20T09:19:58-06:00 2024-08-31 610420207 JONES NALE & MATTINGLY PLC 401 WEST MAIN STREET SUITE 1100 LOUISVILLE KY 40202 990 2023-09-01 610597273 SUNRISE CHILDREN'S SERVICES INC SUNR 5025381000 300 HOPE STREET PO BOX 1429 MT WASHINGTON KY 40047 DAVID BOURNE CFO 5025381000 2024-12-19 1 1 KORTNEY RYAN P01432484 5025830248 2023 2024-10-15 13:58:12Z DAVID BOURNE 300 HOPE STREET PO BOX 1429 MT WASHINGTON KY 40047 28185197 0 X WWW.SUNRISE.ORG X 1954 KY SINCE 1869, SUNRISE CHILDREN'S SERVICES HAS REMAINED COMMITTED TO PROVIDING CARE AND REFUGE TO CHILDREN WHO HAVE BEEN ABUSED AND NEGLECTED AND WHO HAVE BEEN REMOVED FROM THEIR HOMES. WE BELIEVE EVERY CHILD DESERVES A HOME. 21 21 377 587 0 0 5005350 5317847 19939423 21310837 82268 488856 82754 57965 25109795 27175505 0 0 0 0 13831794 15092057 0 0 952870 10518958 12059344 24350752 27151401 759043 24104 40825983 43937990 5456902 5429130 35369081 38508860 X SUNRISE PROVIDES CARE AND HOPE FOR HURTING CHILDREN AND FAMILIES THROUGH CHRIST-CENTERED MINISTRIES. 0 0 11499537 10994107 SUNRISE'S NEWEST SPECIALIZED RESIDENTIAL TREATMENT PROGRAM IS NEW START ADOLESCENT ADDICTION TREATMENT CENTER, WHICH IS AN ALCOHOL AND OTHER DRUG ENTITY (AODE). IN FY 2024, NEW START, LOCATED IN BRONSTON, CONTINUED TO HAVE A LASTING IMPACT ON YOUNG MEN. SUNRISE HAS DISCOVERED TWO MAJOR ISSUES FOR TODAY'S YOUTH: MENTAL HEALTH AND SUBSTANCE ABUSE. WITH THE CREATION OF NEW START, ITS GOAL IS TO HELP COMBAT THESE CONDITIONS THAT KEEP THESE YOUTH FROM BECOMING THE BEST VERSION OF THEMSELVES. ADDRESSING THE MENTAL HEALTH CONCERNS AND DRUG AND ALCOHOL ABUSE IN BOYS AGES 12 TO 17 IS THE FIRST PROGRAM OF ITS KIND IN KENTUCKY. SUNRISE'S OTHER SPECIALIZED TREATMENT PROGRAM PSYCHIATRIC RESIDENTIAL TREATMENT FACILITY (PRTF) ALONG WITH THREE THERAPEUTIC RESIDENTIAL PROGRAMS, SERVE MALE AND FEMALE CHILDREN BASED ON INDIVIDUAL TREATMENT PLANS TO ADDRESS EACH CHILD'S NEEDS. IN FY 2024, SUNRISE PROVIDED 18,358 DAYS OF RESIDENTIAL TREATMENT SERVICES TO 135 CHILDREN, 9,250 DAYS TO 73 CHILDREN IN THE PRTF, AND 2,385 DAYS TO 37 CHILDREN IN AODE TREATMENT. 6891730 7216351 IN FY 2024, SUNRISE MADE GREAT STRIDES IN CONSTRUCTING TWO HOMES ON PROPERTY IN WINCHESTER THAT WILL BE KNOWN AS SOLID ROCK CHILDREN'S RANCH. SOLID ROCK WILL PROVIDE A NEW COMMUNITY OF CARE FOR SIBLING GROUPS IN FOSTER CARE. KEEPING LARGE SIBLING GROUPS TOGETHER IN ONE HOME IS A NEED THAT SUNRISE IS ADDRESSING AND MEETING IN ITS FOSTER CARE PROGRAM. SUNRISE THERAPEUTIC FOSTER CARE IS MADE UP OF A TREMENDOUS STAFF OF DEDICATED AND CARING PROFESSIONALS. THEY EMBODY EXCELLENCE AND EXUDE COMPASSION PARTNERING WITH FOSTER FAMILIES TO PROVIDE AROUND-THE-CLOCK ASSISTANCE AND COMPREHENSIVE TRAINING. IN FY2024, SUNRISE PROVIDED 61,990 FOSTER CARE DAYS TO 393 CHILDREN, AND 3,749 DAYS OF CARE TO 49 CHILDREN IN FOSTER-TO-ADOPT STATUS, WITH 41 CHILDREN HAVING FINALIZED ADOPTIONS IN THEIR FOREVER HOMES. 1341013 925850 SUNRISE IS ALSO COMMITTED TO DOING WHAT IT CAN TO HELP PREVENT FAMILIES FROM ENTERING INTO THE FOSTER CARE SYSTEM. SUNRISE'S FAMILY SERVICES PROGRAM IS A STATEWIDE NETWORK OF LICENSED MENTAL HEALTH PROFESSIONALS WHO SUPPORT FAMILIES IN OUTPATIENT THERAPY SETTINGS. ITS GOAL IS TO PRESERVE FAMILIES BY HELPING THEM WORK THROUGH AND OVERCOME CHALLENGING LIFE CIRCUMSTANCES. SUNRISE GOES WHERE THE NEEDS ARE, PROVIDING INDIVIDUAL, FAMILY, AND GROUP THERAPY; ASSESSMENTS; PARENTING CLASSES; CASE MANAGEMENT; AND EDUCATIONAL OPPORTUNITIES. IN FY2024, SUNRISE HELPED 551 CHILDREN AND FAMILIES BY PROVIDING 8,521 OUTPATIENT CLINICAL SERVICES. 1208681 1389899 SUNRISE HAS CREATED AN INNOVATIVE AND LIFE-CHANGING INDEPENDENT LIVING PROGRAM FOR YOUNG PEOPLE WHO HAVE AGED OUT OF THE STATE'S CARE, AGES 18 THROUGH 21. AS A PARTICIPANT, THEY ARE GIVEN THE TOOLS THEY NEED TO BUILD THEIR OWN FUTURE AS AN INDEPENDENT ADULT. IN ADDITION, SUNRISE HAS BEEN COMMITTED TO PROVIDING YOUNG ADULTS EVEN MORE SUPPORT THAN WHAT HAS BEEN OFFERED THROUGH STATE-FUNDED INDEPENDENT LIVING SERVICES. THAT'S WHY SUNRISE CREATED VENTUREON. SINCE 2015, VENTUREON HAS BEEN SUNRISE'S PIONEERING, GRANT-FUNDED PROGRAM THAT SURROUNDS YOUNG PEOPLE WITH A CARE PLAN TEAM AND ADDITIONAL RESOURCES TO BETTER EQUIP THEM FOR ALL THAT LIFE CAN OFFER. IN FY2024, SUNRISE PROVIDED 13,170 INDEPENDENT LIVING DAYS TO 77 CLIENTS. 81376 99027 TWO OF SUNRISE'S RESIDENTIAL CAMPUSES NOW OFFER VOCATIONAL REHABILITATION WHICH PROVIDES TRANSITIONAL SERVICES FOR YOUTH WITH DISABILITIES. THESE SERVICES INCLUDE FINDING EMPLOYMENT AFTER HIGH SCHOOL, TRANSITION TO JOBS, AND CONTINUING EDUCATION. 164928 787554 OTHER PROGRAMS 1454985 2276480 21187265 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 71 0 1 377 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 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 REV MILKWEED WOTIER DIRECTOR 1.00 X 0 0 0 DR DAN SUMMERLIN BOARD VICE CHAIR 1.00 X X 0 0 0 BILLY J LYONS TREASURER 1.00 X X 0 0 0 BENITA DECKER BOARD 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 BOARD VICE CHAIR 1.00 X 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 REV CONNOR ALFORD DIRECTOR 1.00 X 0 0 0 REV RODNEY S CUDE DIRECTOR 1.00 X 0 0 0 STAN K SPEES DIRECTOR 1.00 X 0 0 0 LARRY DALE SUTTLES PRESIDENT/CEO 40.00 X 193906 0 14901 DAVID BOURNE CFO 40.00 X 122135 0 5488 316041 0 20389 2 0 1 0 STOLL KEENAN OGDEN PLLC PO BOX 11969 LEXINGTON KY 40579 LEGAL 196127 SHAWN MILLER CONSTRUCTION PO BOX 462 BAXTER KY 40806 CONSTRUCTION 125226 2 123539 5194308 398782 5317847 RESIDENT SUPPORT 624100 21310837 21310837 21310837 87992 87992 4000 0 4000 4000 4000 908207 454363 802448 159258 105759 295105 400864 400864 0 123539 47986 -47986 -47986 MISCELLANEOUS REVENUE 900099 101951 101951 101951 27175505 21412788 0 444870 342453 342453 12100661 10059638 1646123 394900 166436 111983 48662 5791 1612603 1264673 266524 81406 869904 726683 117892 25329 447826 447826 41525 41525 25514 25514 190899 190899 107225 3734 43171 60320 72887 1751 71136 579072 551941 24507 2624 182716 166763 14274 1679 50544 26636 11147 12761 154389 154389 1254160 932242 251239 70679 969395 780478 157480 31437 FOSTER PARENT PAYMENTS 3695211 3695211 OTHER EXPENSES 1764852 585000 923893 255959 CLIENT RELATED EXPENSES 919497 919497 FOOD AND CLOTHING 518547 518547 1085085 842488 232612 9985 27151401 21187265 5011266 952870 3300104 3219613 300912 300912 112886 135936 1970773 2292885 45777 2920 575538 703009 29328517 14355974 14503196 14972543 4870181 5524235 15146616 16785937 40825983 43937990 2146576 2468924 2613698 2298547 696628 661659 5456902 5429130 X 18649353 19890146 16719728 18618714 35369081 38508860 40825983 43937990 X 24104 1520530 1595145 X X 0 1 X 1 0 X 8792026 8309964 4971330 5005350 5317847 32396517 8792026 8309964 4971330 5005350 5317847 32396517 32396517 255706 90285 96711 97289 91992 631983 14929 91179 23749 112607 101952 344416 33372916 0.97070 0.95930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 24000 0 0 24000 0 PART II-B, LINE 1 LOBBYING ACTIVITIES $24,000 PAID TO DAVID WHITEHOUSE WHO HELPS US WITH INTRODUCTIONS TO VARIOUS MEMBERS OF THE KENTUCKY HOUSE AND SENATE. 14151747 23959 2258196 537444 15896458 13672667 34272 1015375 570567 14151747 16578835 53121 -2417321 541968 13672667 14258141 2528 2843666 525500 16578835 13884905 641 1267440 894845 14258141 1 0 1600267 1600267 21767309 10909595 10857714 9876 9876 3410130 2695073 715057 2540935 751306 1789629 14972543 FUNDS HELD IN TRUST BY OTHERS 14839573 BENEFICIAL INTERESTS IN CHARITABLE TRUSTS 1706127 OPERATING LEASE RIGHT-OF-USE ASSETS 240237 16785937 CHARITABLE GIFT ANNUITY PAYABLE 65982 DEFERRED SETTLEMENT 143146 DEFERRED INCOME 94619 OPERATING LEASE LIABILITIES 240717 FINANCE LEASE LIABILITIES 117195 661659 X 30350386 1520530 1606365 3126895 27223491 -47986 -47986 27175505 27210607 11220 11220 27199387 -47986 -47986 27151401 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 1,606,365. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED IN REVENUE -47,986. 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 -47,986. X X X X X X 1 DAVID M WHITEHOUSE PO BOX 910590 LEXINGTON KY 40591 PROFESSIONAL NETWORKING 0 0 24000 -24000 24000 -24000 KY PADUCAH GOLF OUTING 82263 82263 40513 1852 BBQ ON THE RIVER 20181 20181 505 2113 675 2 21095 21095 304 2024 123539 123539 41018 2417 4551 47986 -47986 X X 0 0 0 0 0 0 0 0 0 LARRY DALE SUTTLES PRESIDENT/CEO 193906 0 0 0 0 0 0 0 14901 0 208807 0 0 0 X 28960 DONOR ADVISED X 1 19371 DONOR ADVISED X 2 306960 DONOR ADVISED X SOFTWARE 1 28913 DONOR ADVISED X GIFT CARDS 13 8575 DONOR ADVISED X GAS & OTHER TRAVEL EXPENSES 12 2628 DONOR ADVISED X YOUTH ACTIVITIES 1 1875 DONOR ADVISED X HOUSING 1 1500 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 1,606,365. 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 FEBRUARY 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 JULY 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 NOVEMBER MEETING, AND THEN THE EXECUTIVE COMMITTEE RECOMMENDS FOR APPROVAL TO THE FULL BOARD THE NEXT DAY AT THE NOVEMBER MEETING. THE BOARD REVIEWS STAFF RECOMMENDATIONS OF THE AUDIT FIRM FOR THE UPCOMING FISCAL YEAR AT THE APRIL 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 DIRECTORS WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED BY COMMITTEE.