Nonprofit · EIN 42-0805391
SUNRISE MANOR
Tax-exempt · SIOUX CITY, IA 51106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $15,040,189 | $15,514,282 | -$474,093 | $21,126,351 | $27,059,207 | -$5,932,856 |
| December 31, 2024 | 990 | $14,487,073 | $15,474,802 | -$987,729 | $21,604,575 | $27,126,157 | -$5,521,582 |
| December 31, 2023 | 990 | $14,133,517 | $14,933,376 | -$799,859 | $22,642,480 | $27,211,853 | -$4,569,373 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $77,971
- Program service revenue
- $14,685,588
- Investment income
- $214,096
- Net rental income
- $11,529
- Net income from fundraising events
- $51,005
- Other revenue
- $62,534
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $314,134
- Other salaries and wages
- $7,426,954
- Salaries, compensation and benefits (total)
- $9,203,628
- Professional fundraising fees
- $0
- Occupancy
- $850,377
- Depreciation
- $1,278,259
- Program services (functional)
- $14,134,173
- Management and general (functional)
- $1,380,109
Balance sheet and other
- Total assets, start of year
- $21,604,575
- Total assets, end of year
- $21,126,351
- Total liabilities, end of year
- $27,059,207
- Net assets, end of year
- -$5,932,856
- Land, buildings and equipment
- $13,466,887
- Net assets without donor restrictions
- -$7,374,576
- Net assets with donor restrictions
- $1,441,720
- Gross receipts
- $15,088,159
- Employees
- 323
- Volunteers
- 90
- Year formed
- 1956
- State of legal domicile
- IA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAMANTHA ROTH | CEO Officer | 40 | $123,999 | $49,373 |
| CHRIS SCHENKELBERG | ADMINISTRATO Officer | 40 | $108,768 | $47,308 |
| KRISTI LOOFE | DIRECTOR OF Officer | 40 | $81,367 | $19,570 |
| JENNIFER ROSE BASS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRETT BIEBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY CALLAGHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT CAMPBELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN CRICHTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK CROSS | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CARI GEHLING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KYLE IRVIN | PAST PRESIDE Trustee or director | 1 | $0 | $0 |
| MARY KOVARNA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHELLY KROHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL MCCARTY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN C ROSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE WESTRA | SECRETARY Trustee or director, Officer | 1 | $0 |
| LYNN WOLD | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAMANTHA ROTH | CEO Officer | 40 | $134,295 | $28,349 |
| CHRIS SCHENKELBERG | ADMINISTRATO Officer | 40 | $105,756 | $45,808 |
| KRISTI LOOFE | DIRECTOR OF Officer | 40 | $75,610 | $18,666 |
| JENNIFER ROSE BASS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRETT BIEBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL BRADBURY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY CALLAGHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT CAMPBELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK CROSS | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| CARI GEHLING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KYLE IRVIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| CARI KELLEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY KOVARNA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHELLY KROHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVE LARSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL MCCARTY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN C ROSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANNE WESTRA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LYNN WOLD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAMANTHA ROTH | CEO Officer | 40 | $124,216 | $29,647 |
| CHRIS SCHENKELBERG | ADMINISTRATO Officer | 40 | $97,227 | $38,416 |
| KRISTI LOOFE | DIRECTOR OF Officer | 40 | $71,608 | $18,297 |
| JENNIFER ROSE BASS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL BRADBURY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY CALLAGHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT CAMPBELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN CONKLIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR PATRICK CROSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH HAMANN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KYLE IRVIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MARY KOVARNA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHELLY KROHN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVE LARSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KENT MCCUDDIN | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| RYAN C ROSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GINA SITZMANN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANNE WESTRA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LYNN WOLD | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5501 GORDON DR, SIOUX CITY, IA 51106-2008
- Principal officer (990 for 2025)
- SAMANTHA ROTH, 5501 GORDON DR, SIOUX CITY, IA 51106
- Signed the 990
- SAMANTHA ROTH, CEO
- Phone
- (712) 276-3821
- Website
- WWW.SUNRISERETIREMENT.COM
- Return prepared by
- RYUN GIVENS & COMPANY PC
Mission
PROVIDE HOUSING AND SERVICES TO SIOUXLAND'S ELDERLY IN A WAY THAT ENSURES A PHYSICAL AND CARE ENVIRONMENT WHICH MAXIMIZES THE DIGNITY AND INDEPENDENCE OF EACH RESIDENT.
Program accomplishments
- TO PROVIDE SKILLED NURSING AND NURSING FACILITY LEVELS OF CARE WITH A 74 BED NURSING FACILITY, 46 BED ASSISTED LIVING FACILITY, AND 114 INDEPENDENT LIVING UNITS.Expenses $14,134,173 · revenue $14,685,588
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 | 990 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
- 42-0805391
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1958
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E910)
- Assets (IRS master file)
- $21,126,351
- Income (IRS master file)
- $15,088,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $15,040,189 | $15,514,282 | $21,126,351 | XML |
| 990 | December 2024 | $14,487,073 | $15,474,802 | $21,604,575 | XML |
| 990 | December 2023 | $14,133,517 | $14,933,376 | $22,642,480 | XML |
| 990 | December 2022 | $13,050,018 | $14,203,286 | $23,495,778 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 42-0805391).
Questions about SUNRISE MANOR
- What is the EIN of SUNRISE MANOR?
- The employer identification number (EIN) of SUNRISE MANOR is 42-0805391.
- Is SUNRISE MANOR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to SUNRISE MANOR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUNRISE MANOR 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 SUNRISE MANOR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUNRISE MANOR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SUNRISE MANOR?
- The 990 for the year ended December 31, 2025 names SAMANTHA ROTH.
- Who are the officers and directors of SUNRISE MANOR?
- The 990 for the year ended December 31, 2025 lists 17 people; 3 received compensation from the organization, the highest $123,999 (SAMANTHA ROTH, CEO).
- How much revenue does SUNRISE MANOR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $15,040,189, expenses of $15,514,282 and total assets of $21,126,351 at year end.
Other nonprofits in SIOUX CITY
- MERCY HEALTH SERVICES IOWA CORP EIN 31-1373080 · last filed 990 for 2025
- NORTHWEST IOWA HOSPITAL CORPORATION EIN 42-1019872 · last filed 990 for 2024
- SIOUXLAND COMMUNITY HEALTH CENTER EIN 42-1374894 · last filed 990 for 2026
- SIOUXLAND PACE INC EIN 26-1120134 · last filed 990 for 2024
- HEALTH INC HOSPICE EIN 38-3320710 · last filed 990 for 2025
- ST LUKES HEALTH RESOURCES EIN 42-1059182 · last filed 990 for 2024
- RONALD MCDONALD HOUSE CHARITIES OF SIOUXLAND INC EIN 42-1369988 · last filed 990 for 2024
- SIOUXLAND MEDICAL EDUCATION FOUNDATION INC EIN 42-1036971 · last filed 990 for 2026