Sunny Crest Home in Morgantown, Pennsylvania (PA)

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Sunny Crest Home
Employer Identification Number (EIN)222734600
Name of OrganizationSunny Crest Home
Address2587 Valley View Rd, Morgantown, PA 19543-9102
ActivitiesAid to the handicapped (see also 031)
SubsectionCharitable Organization
Ruling Date05/1987
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$9,054,769
Amount of Income$4,942,600
Form 990 Revenue Amount$1,756,881
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Group Home (Long Term)


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Amount of income in 2014: $4,942,600
Sunny Crest Home: 

 $4,942,600
Other organizations performing similar types of work: 

 $3,251,536

Assets in 2014: $9,054,769
Sunny Crest Home: 

 $9,054,769
Other organizations performing similar types of work: 

 $2,399,213

Expenses in 2012: $1,294,346
This organization: 

 $1,294,346
Other organizations performing similar types of work: 

 $3,307,580

Income to expenses ratio in 2012: 3.8
This organization: 

 3.8
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2002: 54.1%
This organization: 

 54.1%
Other organizations performing similar types of work: 

 85.3%

Number of employees in 2002: 18
Sunny Crest Home: 

 18
Other organizations performing similar types of work: 

 93

Employees paid over $50,000 in 2002: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 3.8%

Grants share in income in 2012: 3.8%
Sunny Crest Home: 

 3.8%
Other organizations performing similar types of work: 

 2.6%

Financial snapshot ($)

Revenue for 2012

Functional expenses for 2012

Support schedule

Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2012)
Total revenue$1,364,148
Contributions, Gifts, Grants and Other Similar Amounts$51,566
Program Service Revenue$1,013,538
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$200,937
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$21,998
Gross rents (Real / Personal)$21,998 / $0
Less: rental expenses (Real / Personal)$0 / $0
Rental income or (loss) (Real / Personal)$21,998 / $0
Net gain from sales of assets other than inventory$50,804
Gross amount from sales of assets other than inventory (Securities / Other)$2,887,009 / $0
Less: cost or other basis and sales expenses (Securities / Other)$2,836,205 / $0
Gain or (loss) (Securities / Other)$50,804 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$25,305
Statement of Functional Expenses (for 2012)
Total functional expenses$1,294,346
Compensation of current officers, directors, trustees, and key employees$126,246
Other salaries and wages$517,943
Payroll taxes$73,630
Professional fundraising services$0
Other$576,527
Balance Sheet (for 2012)
Total assets$8,601,460
Total liabilities$48,221
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$48,221
Total net assets or fund balances$8,553,239
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Support Schedule for Organizations Described in Section 509(a)(2) (for 2012)
2008 - 2012 Total
Total support$5,602,570
Gifts, grants, contributions, and membership fees received$280,152
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$4,212,222
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources and Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$1,110,196
Revenue, Expenses, and Changes in Net Assets or Fund Balances
200020012002
Total revenue$738,552$461,085$713,424
Contributions, gifts, grants, and similar amounts received$10,803$48,399$80,530
Contributions to donor advised funds
Direct public support$10,803$48,399$80,530
Indirect public support$0$0$0
Government contributions (grants)$0$0$0
Program service revenue including government fees and contracts$314,109$288,335$349,869
Membership dues and assessments$0$0$0
Interest on savings and temporary cash investments$24,117$17,911$9,543
Dividends and interest from securities$254,550$233,743$208,783
Net rental income or (loss)$14,260$16,384$16,527
Gross rents$14,260$16,384$16,527
Less: rental expenses$0$0$0
Other investment income$0$0$0
Gain or (loss) from sales of assets other than inventory$109,560$-153,129$48,172
Gross amount from sales of assets other than inventory$3,269,451$1,933,886$1,494,031
Less: cost or other basis and sales expenses$3,159,891$2,087,015$1,445,859
Net income or (loss) from special events and activities$0$0$0
Gross revenue$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0
Gross profit or (loss) from sales of inventory$11,153$9,442$0
Gross sales of inventory, less returns and allowances$16,315$11,241$0
Less: cost of goods sold$5,162$1,799$0
Other revenue$0$0$0
Total expenses$632,579$677,014$580,649
Program services$339,549$406,247$313,996
Management and general$290,699$263,084$261,946
Fundraising$2,331$7,683$4,707
Payments to affiliates$0$0$0
Net assets or fund balances at end of year$7,607,613$7,391,684$7,515,139
Excess or (deficit) for the year$105,973$-215,929$132,775
Net assets or fund balances at beginning of year$7,501,640$7,607,613$7,391,684
Other changes in net assets or fund balances$0$0$-9,320
Statement of Functional Expenses (for 2002)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$580,649$313,996$261,946$4,707
Grants paid from donor advised funds
Other grants and allocations$100
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$15,600$0$15,600$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$246,544$181,301$65,243$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$9,997$6,748$3,249$0
Payroll taxes$30,001$21,975$8,026$0
Professional fundraising fees$0$0$0$0
Accounting fees$5,625$0$5,625$0
Legal fees$0$0$0$0
Supplies$11,083$6,464$2,564$2,055
Telephone$3,428$2,571$857$0
Postage and shipping$0$0$0$0
Occupancy$76,856$39,366$37,490$0
Equipment rental and maintenance$2,517$0$2,517$0
Printing and publications$2,978$326$0$2,652
Travel$308$308$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$930$0$930$0
Depreciation, depletion, etc.$91,480$0$91,480$0
Other expenses not covered above$83,202$54,837$28,365$0
Balance Sheets
200020012002
Total assets$7,616,278$7,400,529$7,524,459
Cash - non-interest-bearing$1,601$28,675$8,018
Savings and temporary cash investments$617,978$588,328$332,555
Accounts receivable less allowance for doubtful accounts$0$0$0
Pledges receivable less allowance for doubtful accounts$0$0$0
Grants receivable$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$0$0
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$0$4,715$0
Investments - publicly-traded securities
Investments - other securities$4,416,192$4,346,671$4,719,609
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0
Investments - other$0$0$0
Land, buildings, and equipment less accumulated depreciation$2,575,792$2,432,140$2,459,293
Other assets, including program-related investments$4,715$0$4,984
Total liabilities$8,665$8,845$9,320
Accounts payable and accrued expenses$8,665$8,845$9,320
Grants payable$0$0$0
Deferred revenue$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0
Tax-exempt bond liabilities$0$0$0
Mortgages and other notes payable$0$0$0
Other liabilities$0$0$0
Total liabilities and net assets/fund balances$7,616,278$7,400,529$7,524,459
Total net assets or fund balances$7,607,613$7,391,684$7,515,139
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
200020012002
Total revenue$0$0$0
Total revenue, gains, and other support per audited financial statements$0$0$0
Other expenses$0$0$0
Net unrealized gains on investments$0$0$0
Donated services and use of facilities$0$0$0
Recoveries of prior year grants$0$0$0
Other$0$0$0
Other revenue$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
200020012002
Total expenses$0$0$0
Total expenses and losses per audited financial statements$0$0$0
Other revenue$0$0$0
Donated services and use of facilities$0$0$0
Prior year adjustments$0$0$0
Losses$0$0$0
Other$0$0$0
Other expenses$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 200618
Analysis of Income-Producing Activities (for 2002)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$283,025$349,869
Program service revenue
Program service revenue 1000000$000$0$244,590
Program service revenue 2000000$000$0$93,289
Program service revenue 3000000$000$0$11,990
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$9,543$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$208,783$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$16,527$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$48,172$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2002)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2002)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2002)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year
The aggregate value of assets held in all donor advised funds owned at the end of the tax year
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
The aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
199920002001
Total$1,597,591$619,894$599,629
Gifts, grants, and contributions received$23,780$10,803$48,399
Membership fees received$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$1,341,050$330,424$299,576
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$232,761$278,667$251,654
Net income from unrelated business activities not included above$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0
Other income$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2002)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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2Keystone Service Systems Inc124 Pine St, Harrisburg, PA 17101-1208PA1975-08$120,620,729
3Good Shepherd Long-Term Care FacilityGood Shepherd Plaza 850 S 5th St, Allentown, PA 18103PA1983-03$21,525,195
4Northern Childrens Services5301 Ridge Ave, Philadelphia, PA 19128-3757PA1943-12$12,358,402
5Community Living Care Inc115 Vannear Ave 2, Greensburg, PA 15601-2913PA1990-07$10,203,505
6Childrens Home Of York77 Shoe House Rd, Hellam, PA 17406-8025PA1944-05$9,869,837
7Sunny Crest Home2587 Valley View Rd, Morgantown, PA 19543-9102PA1987-05$4,942,600
8Baptist Childrens ServicesPO BOX 851, Valley Forge, PA 19482-0851PA1941-03$4,358,110
9Willie Ross Foundation22048 Sherman Way Ste 101, Canoga Park, CA 91303-3010CA1982-08$1,267,750,001
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Number of organizations performing similar types of work
Alabama7
Arkansas3
Arizona13
California41
Colorado6
Connecticut12
Delaware2
Florida14
Georgia15
Hawaii1
Iowa1
Idaho2
Illinois10
Indiana10
Kansas7
Kentucky5
Louisiana3
Massachusetts8
Maryland15
Maine5
Michigan21
Minnesota12
Missouri10
Mississippi2
North Carolina11
North Dakota1
Nebraska7
New Hampshire5
New Jersey11
New Mexico3
Nevada3
New York24
Ohio22
Oklahoma5
Oregon7
Pennsylvania20
Rhode Island1
South Carolina7
South Dakota2
Tennessee9
Texas22
Utah4
Virginia8
Vermont3
Washington2
Wisconsin9
West Virginia4
Wyoming2
Total417

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