SUN AREA CAREER & TECHNOLOGY EDUCATION FOUNDATION (EIN 202619085) - 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

2010

Legal Domicile

Principal Officer

FRANCIS GILLOTT

Phone

5709661035

Tax Period

2023-07-01 to 2024-06-30

SUN AREA CAREER & TECHNOLOGY EDUCATION FOUNDATION, founded in 2010, is a small nonprofit in the Education sector that reported $860K in total revenue in fiscal year 2023. Revenue surged 1150% from the prior year, signaling strong growth momentum.

Mission

ENHANCING EDUCATIONAL FACILITIES,AND INCREASING STUDENT SUCCESS.ENHANCING EDUCATIONAL FACILITIES, OPPORTUNITIES, AND INCREASING STUDENT ACHIEVEMENT AND SUCCESS.

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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 $857,061

Program Service Revenue $0

Investment Income $1,742

Other Revenue $772

TOTAL REVENUE $859,575

Expense Breakdown

Grants Paid $845,175

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $845,340

Other Expenses $2,440

TOTAL EXPENSES $847,615

Year-over-Year Comparison

	2023	2022	Change
Revenue	$859,575	$68,788	+11.5%
Expenses	$847,615	N/A	N/A
Net Income	$11,960	$68,788	-0.8%

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
FRANCIS GILLOTT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARY BROUSE	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTY ETZLER	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE ERIKSSON	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK FANELLI	BOARD MEMBER	1.00	Director	$0	$0	$0
MAX GEMBERLING	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID BACHER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES KING	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERYN ROSS	BOARD MEMBER	1.00	Director	$0	$0	$0
TOM ROSS	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLI STIMELY	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN STIMELY	BOARD MEMBER	1.00	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
2025	No data	No data	No data	No data
2024	$859,575	$847,615	$224,707	$11,960

SUN AREA CAREER & TECHNOLOGY EDUCATION FOUNDATION