Sunflower Wellness (EIN 201794982) - 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

2004

Legal Domicile

Principal Officer

Derek Barnes

Phone

4158280375

Tax Period

2019-01-01 to 2019-12-31

Sunflower Wellness, founded in 2004, is a small nonprofit that reported $225K in total revenue in fiscal year 2019. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $363K exceeded revenue, resulting in a 61% operating deficit.

Mission

Empower people living w/ cancer to find strength and support thru exercise. Bridge gap betw med. treatment physical activity by working w/ oncologists to bring exercise directly to patients.

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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 (2019)

Revenue Breakdown

Contributions & Grants $151,008

Program Service Revenue $73,308

Investment Income $1,002

Other Revenue $-603

TOTAL REVENUE $224,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $187,463

Fundraising Expenses $51,289

Program Expenses $206,343

Other Expenses $175,313

TOTAL EXPENSES $362,776

Year-over-Year Comparison

	2019	2018	Change
Revenue	$224,715	$366,761	-0.4%
Expenses	$362,776	$356,528	+0.0%
Net Income	$-138,061	$10,233	-14.5%

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

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

$160,635

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Regan Fedric	Program Director	040.00	Officer	$66,698	$0	$66,698
Maria Sousa	Executive Director	040.00	Officer	$57,937	$0	$57,937
Jane Clark	Program Director	020.00	Officer	$36,000	$0	$36,000
Derek Barnes	Chair	002.00	Officer Director	$0	$0	$0
Nathan Baird	Secretary	002.00	Officer Director	$0	$0	$0
Ann Thalman	Treasurer	002.00	Officer Director	$0	$0	$0
Trisha Hue	Vice Chair	002.00	Officer Director	$0	$0	$0
Chris Brettingen	Director	002.00	Director	$0	$0	$0
Carrie Bonnet	Director	002.00	Director	$0	$0	$0
Juliana Morgan	Director	002.00	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
2019	$224,715	$362,776	$182,918	$-138,061

Sunflower Wellness