Nonprofit · EIN 34-4428230
SUNSET RETIREMENT COMMUNITIES INC
Tax-exempt · OTTAWA HILLS, OH 43606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $31,620,831 | $28,094,533 | $3,526,298 | $114,951,179 | $24,660,601 | $90,290,578 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $106,112
- Program service revenue
- $29,295,726
- Investment income
- $1,949,666
- Net rental income
- $73,530
- Net gain from sales of assets
- $1,130,740
- Net income from sales of inventory
- $143
- Tax-exempt bond proceeds
- $864
- Other revenue
- $269,327
Expenses
- Grants and similar amounts paid
- $34,555
- Compensation of officers, directors and key employees
- $328,174
- Other salaries and wages
- $10,370,239
- Salaries, compensation and benefits (total)
- $12,731,098
- Professional fundraising fees
- $0
- Legal fees
- $35,815
- Accounting fees
- $67,040
- Occupancy
- $1,379,075
- Travel
- $99,949
- Depreciation
- $2,279,200
- Program services (functional)
- $24,089,307
- Management and general (functional)
- $4,005,226
Balance sheet and other
- Total assets, start of year
- $106,869,928
- Total assets, end of year
- $114,951,179
- Total liabilities, end of year
- $24,660,601
- Net assets, end of year
- $90,290,578
- Land, buildings and equipment
- $42,298,421
- Publicly traded securities
- $53,358,886
- Net assets without donor restrictions
- $85,616,981
- Net assets with donor restrictions
- $4,673,597
- Gross unrelated business income
- -$17,418
- Gross receipts
- $72,090,787
- Employees
- 491
- Volunteers
- 23
- Year formed
- 1871
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JILL WILSON | PRESIDENT/CEO Trustee or director, Officer | 2 | $0 | $725,336 | $22,531 |
| JASON MILLER | VP SR - LSC Trustee or director, Officer | 2 | $0 | $484,061 | $26,770 |
| JAMES C GREEN | CFO/TREASURER Trustee or director, Officer | 2 | $0 | $437,456 | $24,430 |
| CATHERINE CHIOVARO | VP - WORKFORCE MGMT Highest-paid employee | 2 | $0 | $366,772 | $25,912 |
| PAMELA RICHMOND | VP CHIEF STRATEGY/DEV Highest-paid employee | 2 | $0 | $340,696 | $43,791 |
| MARY SIMPSON | VP - CLINICAL QUALITY Highest-paid employee | 2 | $0 | $289,427 | $50,010 |
| GARY HORNING | VP - MKTG - COMMUNICATIONS Highest-paid employee | 2 | $0 | $293,395 | $24,644 |
| DANIEL ARNOLD | VP NEIGHBORHOODS Highest-paid employee | 2 | $0 | $253,155 | $23,475 |
| DANIEL SMITH | EXECUTIVE DIRECTOR Officer | 40 | $154,036 | $0 | $15,776 |
| BRIAN SOLLER | EXECUTIVE DIRECTOR Officer | 40 | $143,961 | $0 | $14,401 |
| ANDREW WEINER | CHAIR (TERM END) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BARBARA HAHLER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATHLEEN RYAN | VICE CHAIR (TERM END 1/24) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY KNAKE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DOROTHY BARNES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICTORIA BARTLETT | DIRECTOR Trustee or director | 1 | $0 |
| HEIDI GLOSSER | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA KOPP-MILLER | DIRECTOR Trustee or director | 1 | $0 |
| MARK SANDRETTO | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE BRYMER | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM BROWNSON | BOARD CHAIR OF OTTERBEIN HOMES Trustee or director | 1 | $0 |
| DAVID PLUNKETT | RESIDENT DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER RUCKSTUHL | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4040 INDIAN RD, OTTAWA HILLS, OH 43606-2225
- Principal officer (990 for 2024)
- J CHRISTOPHER GREEN, 3855 LOWER MARKET STREET SUITE 300, LEBANON, OH 45036
- Signed the 990
- J CHRISTOPHER GREEN, CFO
- Phone
- (419) 724-1225
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
INSPIRED BY FAITH, WE STRIVE TO ENRICH INDIVIDUAL LIFE JOURNEYS FOR ALL.
Program accomplishments
- SUNSET RETIREMENT COMMUNITIES PROVIDES PERSONAL CARE AND LONG-TERM RESIDENCY TO ELDERLY MEN AND WOMEN. CARE INCLUDES BUT IS NOT LIMITED TO BATHING, DRESSING, GROOMING, MOBILITY AND ADMINISTRATION OF MEDICATION. ACCOMODATIONS INCLUDE ASSISTED LIVING AND CONGREGATE CARE APARTMENTS AND SKILLED OR LONG-TERM CARE NURSING ROOMS. THE ORGANIZATION PROVIDES CHARITABLE CARE TO RESIDENTS WITH LIMITED FINANCIAL MEANS AND WHO HAVE NO FAMILY OR FRIENDS TO CARE FOR THEM. IN ADDITION, THE ORGANIZATION FINANCIALLY SUPPORTS THOSE WHO HAVE OUTLIVED THEIR FINANCIAL ASSETS DURING THEIR RESIDENCY AT SRC, BUT WHO DO NOT MEET MEDICAID REQUIREMENTS.Expenses $24,054,752 · revenue $30,558,765
- GENEROUS DONORS HAVE ESTABLISHED A BENEVOLENT CARE FUND, WHICH OFFERS ASSISTANCE TO RESIDENTS WHO CANNOT PAY THE FULL COST OF CARE. OTTERBEIN'S RICH HERITAGE HAS EARNED US A SOLID REPUTATION AS A TRUSTED AND VALUABLE RESOURCE. BY PROVIDING INFORMATION AND SERVICES ON AGING ISSUES WE CONTINUE TO SERVE RESIDENTS, THEIR FAMILIES AND THE SURROUNDING COMMUNITIES. OTTERBEIN RESIDENTS AND STAFF VOLUNTEER THEIR TIME AND TALENTS AT SUNSET BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER COMMUNITY.Expenses $34,555 · grants $34,555
- THE ORGANIZATION PROVIDES NURSING CARE TO RESIDENTS UNDER THE MEDICAID PROGRAM FOR WHICH THE COSTS TO PROVIDE SUCH CARE EXCEEDS REIMBURSEMENT. THE ORGANIZATION FUNDS THIS DIFFERENCE THROUGH ITS OPERATIONS. THE SHORTFALL IS NETTED WITH PROGRAM SERVICE REVENUE.revenue -$1,263,039
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-4428230
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1938
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $114,951,179
- Income (IRS master file)
- $72,090,787
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $28,236,691 | $26,328,720 | $106,869,928 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $27,519,880 | $23,403,893 | $98,632,585 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about SUNSET RETIREMENT COMMUNITIES INC
- What is the EIN of SUNSET RETIREMENT COMMUNITIES INC?
- The employer identification number (EIN) of SUNSET RETIREMENT COMMUNITIES INC is 34-4428230.
- Is SUNSET RETIREMENT COMMUNITIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to SUNSET RETIREMENT COMMUNITIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUNSET RETIREMENT COMMUNITIES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUNSET RETIREMENT COMMUNITIES INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUNSET RETIREMENT COMMUNITIES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SUNSET RETIREMENT COMMUNITIES INC?
- The 990 for the year ended December 31, 2024 names J CHRISTOPHER GREEN.
- Who are the officers and directors of SUNSET RETIREMENT COMMUNITIES INC?
- The 990 for the year ended December 31, 2024 lists 23 people; 2 received compensation from the organization.
- How much revenue does SUNSET RETIREMENT COMMUNITIES INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $31,620,831, expenses of $28,094,533 and total assets of $114,951,179 at year end.
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