SUN RIVER HEALTH FOUNDATION (EIN 200151252) - 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

2006

Legal Domicile

Principal Officer

ANNE NOLON

Phone

9147348722

Tax Period

2023-01-01 to 2023-12-31

SUN RIVER HEALTH FOUNDATION, founded in 2006, is a small nonprofit in the Health Care sector that reported $477K in total revenue in fiscal year 2023. The organization ran a surplus of $83K, a strong 17% operating margin.

Mission

SUN RIVER HEALTH FOUNDATION IS A RECOGNIZED 501(C)(3) PUBLIC CHARITY AND SUPPORTS THE ACTIVITIES AND GOALS OF SUN RIVER HEALTH, INC. A RECOGNIZED 501(C)(3) PUBLIC CHARITY THAT PROVIDES PRIMARY CARE SERVICES TO THE LOCAL COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $589,610

Program Service Revenue $0

Investment Income $31,342

Other Revenue $-144,002

TOTAL REVENUE $476,950

Expense Breakdown

Grants Paid $105,399

Salaries & Benefits $0

Fundraising Expenses $110,251

Program Expenses $105,399

Other Expenses $289,031

TOTAL EXPENSES $394,430

Year-over-Year Comparison

	2023	2022	Change
Revenue	$476,950	$450,999	+0.1%
Expenses	$394,430	$326,120	+0.2%
Net Income	$82,520	$124,879	-0.3%

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

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
ANDREW S RICHTER	CHAIRMAN	0.50	Officer Director	$0	$0	$0
BRYAN PAZ	BOARD MEMBER	0.50	Director	$0	$0	$0
CARMEN CHINEA	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN RUSSEL	VICE CHAIR	0.50	Officer Director	$0	$0	$0
LORI PERRO	BOARD MEMBER	0.50	Director	$0	$0	$0
LYNN RICHMOND	BOARD MEMBER	0.50	Director	$0	$0	$0
PALLAVI GARG	OUTGOING BOARD MEMBER	0.50	Director	$0	$0	$0
THOMAS KENNEDY	BOARD MEMBER	0.50	Director	$0	$0	$0
ANNE K NOLON	PRESIDENT & CEO	0.50	Officer	$0	$0	$0
JAMES SINKOFF	DEO & CFO	0.50	Officer	$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
2024	No data	No data	No data	No data
2023	$476,950	$394,430	$2,654,986	$82,520
2022	$450,999	$326,120	$2,443,823	$124,879
2021	$388,302	$229,343	$2,482,017	$158,959
2020	$320,180	$157,620	$2,365,047	$162,560
2020	$320,180	$157,620	$2,365,047	$162,560
2019	$406,623	$119,720	$2,186,956	$286,903
2018	$283,363	$80,812	$1,936,471	$202,551

SUN RIVER HEALTH FOUNDATION