THE SUNSET HOME OF UTICA FOUNDATION (EIN 161562929) - Form 990 Financial Analysis & Trantor Score

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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

1984

Legal Domicile

Principal Officer

ELISE BOURGOIS

Phone

3157331389

Tax Period

2024-10-01 to 2025-09-30

THE SUNSET HOME OF UTICA FOUNDATION, founded in 1984, is a micro nonprofit in the Housing & Shelter sector that reported $18K in total revenue in fiscal year 2024. Revenue fell 88% from the prior year — a significant decline worth monitoring. Expenses of $933K exceeded revenue, resulting in a 5047% operating deficit.

Mission

TO ASSIST IN CHARITABLE ACTIVITIES FOR SENIOR HOUSING.

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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 $763

Program Service Revenue $0

Investment Income $17,369

Other Revenue $0

TOTAL REVENUE $18,132

Expense Breakdown

Grants Paid $915,969

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $928,005

Other Expenses $17,322

TOTAL EXPENSES $933,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,132	$156,045	-0.9%
Expenses	$933,291	$172,405	+4.4%
Net Income	$-915,159	$-16,360	+54.9%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM LOCKE	PRESIDENT	0.50	Officer Director	$0	$0	$0
MILLIE OCCHIONERO	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
CHARLES MILLAR	DIRECTOR	0.50	Director	$0	$0	$0
ELISE BOURGEOIS	TREASURER	0.50	Officer Director	$0	$0	$0
KAMELI MCINTYRE	SECRETARY	0.50	Officer Director	$0	$0	$0
ALISON HODGE	DIRECTOR	0.50	Director	$0	$0	$0
DOMINICK MANFREDO	EXECUTIVE DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL BUSHARDT	DIRECTOR	0.50	Director	$0	$0	$0
MARIE MASCA	DIRECTOR	0.50	Director	$0	$0	$0
SARAH ZAMIELLO	DIRECTOR	0.50	Director	$0	$0	$0

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	$18,132	$933,291	$20,458	$-915,159
2024	$156,045	$172,405	$950,260	$-16,360
2023	$69,028	$52,922	$926,425	$16,106
2022	$9,142	$91,806	$874,727	$-82,664
2021	$37,955	$10,976	$1,121,783	$26,979
2020	$24,859	$11,698	$965,737	$13,161
2019	$91,493	$25,525	$893,218	$65,968
2018	$61,813	$13,067	$896,015	$48,746

THE SUNSET HOME OF UTICA FOUNDATION