THE SUNSET HOME OF UTICA (EIN 150539097) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

ELIZABETH KEARNS

Phone

3157331389

Tax Period

2024-10-01 to 2025-09-30

THE SUNSET HOME OF UTICA, founded in 1982, is a community nonprofit in the Human Services sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 69% from the prior year, signaling strong growth momentum. The organization ran a surplus of $829K, a strong 29% operating margin.

Mission

TO ENABLE SENIORS TO LIVE INDEPENDENTLY IN A SECURE COMMUNITY THAT ENHANCES THE QUALITY OF THEIR LIVES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $954,927

Program Service Revenue $1,906,209

Investment Income $27,696

Other Revenue $0

TOTAL REVENUE $2,888,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $690,152

Fundraising Expenses $0

Program Expenses $1,745,500

Other Expenses $1,369,218

TOTAL EXPENSES $2,059,370

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,888,832	$1,711,706	+0.7%
Expenses	$2,059,370	$1,968,431	+0.0%
Net Income	$829,462	$-256,725	-4.2%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$128,289

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON HODGE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES MILLAR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BUSHARDT	DIRECTOR	1.00	Director	$0	$0	$0
ELISE BOURGEOIS	TREASURER	1.00	Officer Director	$0	$0	$0
WILLIAM LOCKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
KAMELI MCINTYRE	SECRETARY	1.00	Officer Director	$0	$0	$0
MILLIE OCCHIONERO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARIE MASCA	DIRECTOR	1.00	Director	$0	$0	$0
SARAH ZAMIELLO	DIRECTOR	1.00	Director	$0	$0	$0
DOMINICK MANFREDO	EXECUTIVE DIRECTOR	37.50	Officer	$119,925	$8,364	$128,289

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	$2,888,832	$2,059,370	$3,981,464	$829,462
2024	$1,711,706	$1,968,431	$3,125,686	$-256,725
2023	$1,655,063	$2,017,750	$3,174,085	$-362,687
2022	$1,649,078	$1,565,828	$2,748,221	$83,250
2021	$1,605,139	$1,561,581	$2,871,708	$43,558
2020	$1,495,733	$1,524,226	$3,064,890	$-28,493
2019	$1,469,999	$1,605,306	$3,139,492	$-135,307
2018	$1,521,972	$1,600,514	$3,382,474	$-78,542

THE SUNSET HOME OF UTICA