Nonprofit · EIN 46-3211470
SUNRISE RETIREMENT COMMUNITY FOUNDATION
Tax-exempt · SIOUX CITY, IA 51106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $79,460 | – | – | $437,081 | $12,535 | $424,546 |
| December 31, 2024 | 990-EZ | $27,635 | – | – | $324,349 | $12,535 | $311,814 |
| December 31, 2023 | 990-EZ | $13,102 | – | – | $283,991 | $12,535 | $271,456 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $59,919
- Investment income
- $19,541
Expenses
- Compensation of officers, directors and key employees
- $205,366
Balance sheet and other
- Total assets, start of year
- $324,349
- Total assets, end of year
- $437,081
- Total liabilities, end of year
- $12,535
- Net assets, end of year
- $424,546
- Cash, savings and investments
- $402,944
- Gross receipts
- $79,460
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAMANTHA ROTH | CEO AND PRES | 1 | $123,999 | $49,373 |
| KRISTI LOOFE | DIRECTOR OF | 1 | $81,367 | $19,570 |
| KYLE IRVIN | DIRECTOR | 1 | $0 | – |
| JACK BERNSTEIN | DIRECTOR | 1 | $0 | – |
| GAIL BIVENS-ROSE | DIRECTOR | 1 | $0 | – |
| LARRY DELPERDANG | DIRECTOR | 1 | $0 | – |
| DAVID LAYHEE | DIRECTOR | 1 | $0 | – |
| JAY LAYMAN | DIRECTOR | 1 | $0 | – |
| RON YOCKEY | DIRECTOR | 1 | $0 | – |
| BEV ZENOR | DIRECTOR | 1 | $0 | – |
990-EZ for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAMANTHA ROTH | CEO AND PRES | 1 | $134,295 | $27,685 |
| CHRIS SCHENKELBERG | ADMINISTRATO | 1 | $105,756 | $45,165 |
| KRISTI LOOFE | DIRECTOR OF | 1 | $75,610 | $18,097 |
| KYLE IRVIN | DIRECTOR | 1 | $0 | – |
| JACK BERNSTEIN | DIRECTOR | 1 | $0 | – |
| GAIL BIVENS-ROSE | DIRECTOR | 1 | $0 | – |
| LARRY DELPERDANG | DIRECTOR | 1 | $0 | – |
| DAVID LAYHEE | DIRECTOR | 1 | $0 | – |
| JAY LAYMAN | DIRECTOR | 1 | $0 | – |
| RON YOCKEY | DIRECTOR | 1 | $0 | – |
| BEV ZENOR | DIRECTOR | 1 | $0 | – |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SAMANTHA ROTH | CEO AND PRES | 1 | $124,216 | $2,837 |
| CHRIS SCHENKELBERG | ADMINISTRATO | 1 | $97,227 | $14,543 |
| KRISTI LOOFE | DIRECTOR OF | 1 | $71,608 | $3,314 |
| KYLE IRVIN | DIRECTOR | 1 | $0 | – |
| JACK BERNSTEIN | DIRECTOR | 1 | $0 | – |
| GAIL BIVENS-ROSE | DIRECTOR | 1 | $0 | – |
| LARRY DELPERDANG | DIRECTOR | 1 | $0 | – |
| DAVID LAYHEE | DIRECTOR | 1 | $0 | – |
| JAY LAYMAN | DIRECTOR | 1 | $0 | – |
| RON YOCKEY | DIRECTOR | 1 | $0 | – |
| BEV ZENOR | DIRECTOR | 1 | $0 | – |
Address and contacts
- Address (IRS master file)
- 5501 GORDON DR, SIOUX CITY, IA 51106-2008
- Signed the 990-EZ
- SAMANTHA ROTH, CEO AND PRESIDENT
- Phone
- (712) 276-3821
- Website
- WWW.SUNRISERETIREMENT.COM
- Return prepared by
- RYUN GIVENS & COMPANY PC
Mission
TO PROVIDE CARE AND HOUSING FOR THE ELDERLY
Program accomplishments
- TO PROVIDE SUPPORT FOR SUNRISE RETIREMENT COMMUNITY TO PROVIDE CARE AND HOUSING FOR THE ELDERLY
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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 46-3211470
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L11)
- Assets (IRS master file)
- $437,081
- Income (IRS master file)
- $79,460
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $79,460 | – | $437,081 | XML |
| 990-EZ | December 2024 | $27,635 | – | $324,349 | XML |
| 990-EZ | December 2023 | $13,102 | $0 | $283,991 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | 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 46-3211470).
Questions about SUNRISE RETIREMENT COMMUNITY FOUNDATION
- What is the EIN of SUNRISE RETIREMENT COMMUNITY FOUNDATION?
- The employer identification number (EIN) of SUNRISE RETIREMENT COMMUNITY FOUNDATION is 46-3211470.
- Is SUNRISE RETIREMENT COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SUNRISE RETIREMENT COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does SUNRISE RETIREMENT COMMUNITY FOUNDATION 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 RETIREMENT COMMUNITY FOUNDATION 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 RETIREMENT COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of SUNRISE RETIREMENT COMMUNITY FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 10 people; 2 received compensation from the organization, the highest $123,999 (SAMANTHA ROTH, CEO AND PRES).
- How much revenue does SUNRISE RETIREMENT COMMUNITY FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $79,460 and total assets of $437,081 at year end.
Other nonprofits in SIOUX CITY
- WARMING SHELTER INC EIN 47-1257560 · last filed 990 for 2025
- WESTERN IOWA COMMUNITY IMPROVEMENT REGIONAL HOUSING TRUST FUND EIN 46-0671912 · last filed 990 for 2022
- HOPE STREET OF SIOUXLAND EIN 83-2634668 · last filed 990 for 2024
- SIOUX CITY HOUSING TRUST FUND INCORPORATED EIN 26-1274244 · last filed 990 for 2025
- PRAIRIE HAVEN INC EIN 47-0809171 · last filed 990 for 2025
- SUNRISE EASTVIEW EIN 27-3137927 · last filed 990-N for 2025
- SUNRISE HILLS EIN 27-3137842 · last filed 990-N for 2025
- AFRICAN FRIENDS SHELTER EIN 88-3698922 · last filed 990-N for 2025