Sunrise Retirement Community Foundation
Donations deductibleTotal assets
$324k
$13k liabilities
Net assets
$312k
assets less liabilities
Directors and trustees
8
6.7 years on average
Left since last filing
0
no seats appear to have opened
Officers and senior staff
4
named in Part VII
Activity
L11
Housing and shelter
Filings on record
6
latest 2024
Renewal outlook
Low current likelihood
score 0 of 100
Sunrise Retirement Community Foundation's network
8 people9 organisationsi8 people and 9 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| BEV Zenor | Director | 2020 | 6 yrs |
| David Layhee | Director | 2020 | 6 yrs |
| Gail Bivens-Rose | Director | 2020 | 6 yrs |
| Jack Bernstein | Director | 2018 | 8 yrs |
| Jay Layman | Director | 2022 | 4 yrs |
| Kyle Irvin | Director | 2018 | 8 yrs |
| Larry Delperdang | Director | 2018 | 8 yrs |
| Ron Yockey | Director | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Hallie Salmen | Foundation President, CEO | since 2018 |
| Julie Klein | CFO | since 2018 |
| Kristi Loofe | Director of | since 2023 |
| Samantha Roth | CEO and Pres | since 2022 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Samantha Roth | CEO and Pres | 1 | $134k | $664 | |
| Chris Schenkelberg | Administrato | 1 | $106k | $643 | |
| Kristi Loofe | Director of | 1 | $76k | $569 | |
| 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 |
About
- Legal name
- Sunrise Retirement Community Foundation
- EIN
- 463211470
- Address
- 5501 Gordon Dr, Sioux City, IA, 51106-2008
- State
- Iowa
- Activity (NTEE)
- L11 Housing and shelter
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Housing & Shelter
- Size band
- 4 (IRS master file code)
- IRS ruling date
- 1 October 2014
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- SO (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsJack Bernstein
≥8years on the filingsKyle Irvin
≥8years on the filingsLarry Delperdang
≥6years on the filingsBEV Zenor
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $324k
- Total liabilities
- $13k
- Net assets or fund balances
- $312k
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $28k | $0 | $28k |
As filed on the IRS Form 990. US dollars.
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Sunrise Retirement Community Foundation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Iowa Secretary of State, active business entities (data.iowa.gov ez5t-3qay). Licence: CC BY 4.0. Attribution: Iowa Secretary of State. Data last fetched 18 October 2026.
- State
- Iowa
- Entity type
- Revised Domestic Non-Profit
- Status
- Active
- Formed
- 20 June 2013
- Registered agent
- Samantha Roth (city and state not held)