2026-02-05T11:28:57+00:00 2025-06-30 440160260 FORVIS MAZARS LLP 255 South Orange Avenue Suite 600 Orlando FL 32801 990 2024-07-01 591796622 SUNRISE COMMUNITY OF SOUTHWEST FLORIDA INC SUNR 3055969040 9040 SUNSET DRIVE MIAMI FL 33713 ZACHARY WRAY PRESIDENT 3055969040 2026-02-05 true true Harry Harp P00176471 4077405400 2026-01-16 2024 2025-03-06 01:10:19Z ZACHARY WRAY 9040 SUNSET DRIVE MIAMI FL 33713 4943424 false X WWW.SUNRISEGROUP.ORG X 1977 FL THE MISSION IS TO CREATE VALUED LIVES FOR PEOPLE WITH DISABILITIES. 3 3 106 10 0 366811 1184757 4005547 3744491 -8183 14176 0 4364175 4943424 0 0 3127051 2974307 0 0 1209684 1204857 4336735 4179164 27440 764260 984821 1722665 376185 343477 608636 1379188 THE CORPORATION WAS ORGANIZED FOR THE PURPOSE OF PROVIDING HOUSING, SUPERVISION, TRAINING, THERAPEUTIC, MEDICAL EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF FLORIDA. false false 3865088 0 3744491 THE ORGANIZATION PROVIDES HOUSING, SUPERVISION, TRAINING AND THERAPEUTIC, MEDICAL, EDUCATIONAL AND OTHER RELATED SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS IN THE STATE OF FLORIDA. IN THE CURRENT YEAR, THE FILING ORGANIZATION PROVIDED SERVICES TO 121 INDIVIDUALS. 3865088 true true false false false false false false true false true false false false true true true true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 4 0 true 106 true false false false false false false false false false false false false X 3 3 false false false false true true true true true false false false true true true true true true false false false false X ZACHARY WRAY 3055969040 9040 SUNSET DRIVE MIAMI FL 33713 JOHN HOLCOMB JR CHAIR 1.0 4.0 X X 0 0 0 ROBERT COKER DIRECTOR 1.0 6.0 X 0 0 0 WILLIAM OWENS DIRECTOR 1.0 4.0 X 0 0 0 ARNIE PANIAGUA SECRETARY/TREASURER 1.0 56.0 X 0 258634 3262 JAMESON DORMANN SECRETARY/TREASURER 1.0 56.0 X 0 296171 23022 SHERRI POTTER ASSISTANT SECRETARY 1.0 55.0 X 0 130850 27142 ZACHARY WRAY PRESIDENT 1.0 56.0 X 0 450000 33620 LESLIE ANN STEINER AREA DIRECTOR 40.0 0 X 111850 0 3250 111850 1135655 90296 1 false true false 0 212472 972285 1184757 MEDICAID WAIVER REVENUE 624310 3526664 3526664 CONTRACT REVENUE 624310 217401 217401 OTHER PROGRAM SERVICE REVENUE 624310 426 426 0 0 0 0 3744491 1886 1886 0 0 12290 0 0 12290 12290 12290 0 0 0 0 0 4943424 3744491 0 14176 2527316 2344901 182415 24396 23277 1119 223837 213568 10269 198758 189640 9118 333544 333544 35241 35241 51224 27227 23997 0 15212 15212 127080 102418 24662 535739 533800 1939 237129 232080 5049 19629 7229 12400 151940 151036 904 150480 146049 4431 QUALITY ASSESSMENT FEE 72506 72367 139 PROGRAM SUPPLIES 29742 29742 FOOD AND KITCHEN SUPPLIES 19959 19959 CLEANING SUPPLIES 17160 15800 1360 -591728 -244005 -347723 0 4179164 3865088 314076 0 300 630424 431788 322436 0 0 0 0 14438 3935 2041318 1527783 536286 513535 250821 0 0 2309 1214 984821 1722665 278941 281422 13913 0 0 83331 62055 376185 343477 X 608636 1379188 608636 1379188 984821 1722665 X 764260 -4320 10612 X false true true false X 461060 368783 1032142 366811 1184757 3413553 2011362 2438915 3811865 4005547 3744491 16012180 0 0 0 2472422 2807698 4844007 4372358 4929248 19425733 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19425733 1886 1886 0 0 0 0 0 1886 1886 0 0 0 0 0 0 0 2472422 2807698 4844007 4372358 4931134 19427619 0.99990 0.99903 0 0.0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true 9779 7562 2217 false 957696 489833 467863 1055905 1037950 17955 27717 27717 513535 Federal Income Taxes REFUNDABLE CAPITAL ADVANCE 62055 62055 X 4949716 -4320 10612 6292 4943424 0 0 4943424 4179164 0 0 4179164 0 0 4179164 Schedule D, Part IV, Line 1b Agent, trustee, custodian, or other intermediary arrangement THE ORGANIZATION IS A TRUSTEE FOR CLIENT FUNDS WHICH ARE EXPENDED ON BEHALF OF THE CLIENTS FOR PERSONAL ITEMS. THE AMOUNT OF CLIENT FUNDS HELD AT JUNE 30, 2025 AND 2024 AMOUNTED TO APPROXIMATELY $2,000 AND $10,000, RESPECTIVELY. THESE AMOUNTS HAVE NOT BEEN REFLECTED IN THE ORGANIZATION'S STATEMENTS OF FINANCIAL POSITION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 NET ASSET TRANSFER - 10612 false false false false false false false false false JAMESON DORMANN SECRETARY/TREASURER 0 280510 0 15661 0 0 0 16600 0 6422 0 319193 0 0 SHERRI POTTER ASSISTANT SECRETARY 0 129580 0 1270 0 0 0 27142 0 0 0 157992 0 0 ZACHARY WRAY PRESIDENT 0 415000 0 35000 0 0 0 26000 0 7620 0 483620 0 0 ARNIE PANIAGUA SECRETARY/TREASURER 0 250473 0 8161 0 0 0 0 0 3262 0 261896 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation SUNRISE COMMUNITY OF SOUTHWEST FLORIDA, INC'S PERSONNEL ARE EMPLOYED BY SUNRISE COMMUNITY, INC., A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR SUNRISE COMMUNITY OF SOUTHWEST FLORIDA, INC'S CEO: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE ORGANIZATION IS THE PHINEAS CORPORATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE ORGANIZATION'S SOLE MEMBER, THE PHINEAS CORPORATION, HAS THE AUTHORITY TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE ORGANIZATION'S SOLE MEMBER, THE PHINEAS CORPORATION, HAS THE AUTHORITY TO REMOVE MEMBERS OF THE BOARD OF DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body AT THE DIRECTION OF THE BOARD OF DIRECTORS, FINANCE MANAGEMENT CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 AND, THEREAFTER, A COMPLETE COPY IS PROVIDED TO THE BOD. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL EMPLOYEES, EXECUTIVES, TRUSTEES AND BOARD MEMBERS. THE PRESIDENT & CEO MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. MEMBERS OF THE BOARD OF DIRECTORS MUST FULLY DISCLOSE TO THE BOARD CHAIR ANY CONTRACT, BUSINESS ARRANGEMENT OR DIRECT FINANCIAL INTEREST IN A BUSINESS THAT CONTRACTS OR TRANSACTS BUSINESS WITH THE ORGANIZATION. MEMBERS OF THE BOARD OF TRUSTEES, EMPLOYEES AND COMMITTEE MEMBERS MUST MAKE SUCH DISCLOSURES TO THE PRESIDENT & CEO. THE BOARD CHAIR (IN MATTERS INVOLVING THE BOARD OF DIRECTORS), OR THE PRESIDENT & CEO (IN MATTERS INVOLVING MEMBERS OF THE BOARD OF TRUSTEES, EMPLOYEES, AND COMMITTEE MEMBERS), MAY DECIDE WHETHER TO ALLOW CONTINUING INVOLVEMENT IN THE DISCUSSION AND DECISION PROCESS, AND TO WHAT DEGREE (I.E. DISCUSSION ONLY AND THE MEMBER MUST ABSTAIN FROM VOTING), BEFORE PROCEEDING. THE POTENTIAL CONFLICT OF INTEREST IS RECORDED IN THE MINUTES OR NOTES OF THE MEETING. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. Form 990, Part XI, Line 9 NET ASSET TRANSFERS FROM (TO) RELATED PARTIES: THE SUNRISE GROUP'S CASH MANAGEMENT POLICIES REQUIRE ALL CASH RECEIPTS TO BE TRANSFERRED TO THE SUNRISE COMMUNITY, INC., GENERAL OPERATING ACCOUNT. CASH TRANSFERS BACK TO THE ORGANIZATION ARE ONLY MADE TO COVER ITS REQUIRED CASH FLOW NEEDS, CREATING A DUE (TO) FROM SUNRISE COMMUNITY, INC. SINCE THERE IS NO INTENTION TO REPAY THESE RELATED-PARTY BALANCES, ANY EXCESS CASH TRANSFERS ARE CONSIDERED A PERMANENT TRANSFER OF NET ASSETS AT YEAR END. DURING THE YEARS ENDED JUNE 30, 2025 AND 2024, THE ORGANIZATION HAD NET ASSET TRANSFERS FROM (TO) ENTITIES IN THE SUNRISE GROUP AMOUNTING TO APPROXIMATELY $11,000 AND $(47,000) RESPECTIVELY. TRANSFERS INCLUDED NON-CASH ASSETS FROM ENTITIES IN THE SUNRISE GROUP OF APPROXIMATELY $0 AND $31,000 IN 2025 AND 2024, RESPECTIVELY. SUNRISE COMMUNITY, INC. PROVIDES SUBSTANTIALLY ALL EXECUTIVE MANAGEMENT, FINANCIAL, INFORMATION SYSTEMS, AND HUMAN RESOURCES MANAGEMENT FUNCTIONS TO THE OTHER MEMBERS OF THE SUNRISE GROUP. SUNRISE COMMUNITY, INC. CHARGED MANAGEMENT FEES OF APPROXIMATELY $334,000 AND $306,000 FOR THE YEARS ENDED JUNE 30, 2025, AND 2024, RESPECTIVELY, FOR SUCH SERVICES. Form 990, Part XI, Line 9 Other changes in net assets or fund balances NET ASSETS TRANSFERRED (TO) FROM RELATED PARTIES - 10612; Total - 10612; LOG CABIN ENTERPRISES INC 9040 SUNSET DRIVE MIAMI FL 33173 592398577 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(c)(3) 10 REGIONAL PROPERTIES INC false REGIONAL PROPERTIES INC 9040 SUNSET DRIVE MIAMI FL 33713 591260233 LEASES REAL PROPERTY TO TAX-EXEMPT AFFILIATES FL 501(c)(3) Type II THE PHINEAS CORPORATION false SUNRISE 2000 INC 9040 SUNSET DRIVE MIAMI FL 33713 650610836 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES FL 501(c)(3) Type I THE PHINEAS CORPORATION false SUNRISE CHILDREN'S SERVICES INC 9040 SUNSET DRIVE MIAMI FL 33713 590714818 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(c)(3) 7 THE PHINEAS CORPORATION false SUNRISE COMMUNITY FOUNDATION INC 9040 SUNSET DRIVE MIAMI FL 33173 650021846 CONDUCTS FUNDRAISING ON BEHALF OF TAX-EXEMPT AFFILIATES FL 501(c)(3) Type II THE PHINEAS CORPORATION false SUNRISE COMMUNITY OF ALABAMA INC 9040 SUNSET DRIVE MIAMI FL 33713 631113642 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES AL 501(c)(3) 10 THE PHINEAS CORPORATION false SUNRISE COMMUNITY OF GEORGIA INC 9040 SUNSET DRIVE MIAMI FL 33173 650583790 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES GA 501(c)(3) 10 SUNRISE 2000 INC false SUNRISE COMMUNITY OF MARYLAND INC 9040 SUNSET DRIVE MIAMI FL 33173 521929587 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES MD 501(c)(3) 10 SUNRISE 2000 INC false SUNRISE COMMUNITY OF NORTHEAST FLORIDA INC 9040 SUNSET DRIVE MIAMI FL 33173 237026771 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(c)(3) 7 SUNRISE COMMUNITY SERVICES INC false SUNRISE COMMUNITY OF PENNSYLVANIA 9040 SUNSET DRIVE MIAMI FL 33173 843003892 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES PA 501(c)(3) 10 SUNRISE 2000 INC false SUNRISE COMMUNITY OF POLK COUNTY INC 9040 SUNSET DRIVE MIAMI FL 33173 650714062 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(c)(3) 10 SUNRISE 2000 INC false SUNRISE COMMUNITY OF SOUTH CAROLINA INC 9040 SUNSET DRIVE MIAMI FL 33173 822586665 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES SC 501(c)(3) 10 SUNRISE 2000 INC false SUNRISE COMMUNITY OF TENNESSEE INC 9040 SUNSET DRIVE MIAMI FL 33173 621604765 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES TN 501(c)(3) 10 SUNRISE 2000 INC false SUNRISE COMMUNITY OF VIRGINIA INC 9040 SUNSET DRIVE MIAMI FL 33173 521929588 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES VA 501(c)(3) 10 SUNRISE 2000 INC false SUNRISE COMMUNITY PROMOTIONS INC 9040 SUNSET DRIVE MIAMI FL 33173 650662341 CONDUCTS FUNDRAISING ON BEHALF OF TAX-EXEMPT AFFILIATES FL 501(c)(3) Type II THE PHINEAS CORPORATION false SUNRISE COMMUNITY SERVICES INC 9040 SUNSET DRIVE MIAMI FL 33173 650662366 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES FL 501(c)(3) Type II SUNRISE 2000 INC false SUNRISE COMMUNITY INC 9040 SUNSET DRIVE MIAMI FL 33173 650118730 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(c)(3) 10 THE PHINEAS CORPORATION false SUNRISE NORTHEAST OPPORTUNITIES INC 9040 SUNSET DRIVE MIAMI FL 33173 060737307 INACTIVE CT 501(c)(3) 10 SUNRISE COMMUNITY SERVICES INC false SUNRISE NORTHEAST INC 9040 SUNSET DRIVE MIAMI FL 33173 061249974 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES CT 501(c)(3) 10 THE PHINEAS CORPORATION false THE PHINEAS CORPORATION 9040 SUNSET DRIVE MIAMI FL 33173 650118726 SUPPORTS ACTIVITIES OF TAX-EXEMPT AFFILIATES FL 501(c)(3) Type II NA false WORC HAVEN INC 9040 SUNSET DRIVE MIAMI FL 33173 592274454 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES FL 501(c)(3) 10 SUNRISE COMMUNITY SERVICES INC false SUNRISE COMMUNITY OF IOWA INC 9040 SUNSET DRIVE MIAMI FL 33173 922208938 PROVIDES ASSISTANCE AND SUPPORT TO PERSONS WITH DISABILITIES IA 501(c)(3) 10 SUNRISE 2000 INC false false false false false false false false false false true false true false true true true false true true