SONATA HOUSING INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

CAROL GREGORY

Phone

6034476827

Tax Period

2024-04-01 to 2025-03-31

SONATA HOUSING INC, founded in 1980, is a small nonprofit in the Human Services sector that reported $505K in total revenue in fiscal year 2024.

Mission

PROVIDE HOUSING TO THE DISABLED, ELDERLY, AND THOSE WITH LOW INCOME

Program Service Accomplishments

Program 1

Expenses: $376,165 Revenue: $93,500

PROVISION OF APPROPRIATE HOUSING FOR DEVELOPMENTALLY AND PHYSICALLY DISABLED INDIVIDUALS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $411,187

Program Service Revenue $93,466

Investment Income $34

Other Revenue $0

TOTAL REVENUE $504,687

Expense Breakdown

Grants Paid $0

Salaries & Benefits $224,240

Fundraising Expenses $0

Program Expenses $376,165

Other Expenses $273,456

TOTAL EXPENSES $497,696

Year-over-Year Comparison

	2024	2023	Change
Revenue	$504,687	$527,471	0.0%
Expenses	$497,696	$469,082	+0.1%
Net Income	$6,991	$58,389	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$131,336

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN FURMAN	PRESIDENT	0.50	Officer Director	$0	$0	$0
JOSEPH KELLNER	DIRECTOR	0.50	Director	$0	$0	$0
STORMY GAYLE DUNTON	DIRECTOR	0.50	Director	$0	$0	$0
KIM FAWCETT	DIRECTOR	0.50	Director	$0	$0	$0
JOHN FAWCETT	DIRECTOR	0.50	Director	$0	$0	$0
CYNTHIA KELLNER	TREASURER	0.50	Officer	$0	$0	$0
CAROL GREGORY	EXECUTIVE DIRECTOR	40.00	Officer	$131,336	$0	$131,336

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$504,687	$497,696	$550,214	$6,991
2024	$527,471	$469,082	$557,949	$58,389
2023	$520,491	$493,128	$561,232	$27,363
2022	$509,515	$454,653	$588,262	$54,862
2021	$497,956	$452,740	$602,984	$45,216
2020	$480,819	$531,377	$603,869	$-50,558
2019	$478,765	$421,870	$702,475	$56,895