Sunridge Educational Foundation

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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

2007

Legal Domicile

Principal Officer

Robert Simmons

Phone

7075851042

Tax Period

2022-07-01 to 2023-06-30

Sunridge Educational Foundation, founded in 2007, is a small nonprofit in the Education sector that reported $221K in total revenue in fiscal year 2022. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 25% operating margin.

Mission

this organization operates exclusively for charitable, educational and literary purposes, specifically the educational endeavors of sunridge charter school

Program Service Accomplishments

Program 1

Expenses: $162,920

provided educational support to the sunridge charter school

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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 (2022)

Revenue Breakdown

Contributions & Grants $165,950

Program Service Revenue $563

Investment Income $5,881

Other Revenue $48,979

TOTAL REVENUE $221,373

Expense Breakdown

Grants Paid $106,395

Salaries & Benefits $0

Fundraising Expenses $3,125

Program Expenses $162,920

Other Expenses $60,518

TOTAL EXPENSES $166,913

Year-over-Year Comparison

	2022	2021	Change
Revenue	$221,373	$119,636	+0.9%
Expenses	$166,913	$133,885	+0.2%
Net Income	$54,460	$-14,249	-4.8%

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

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
Robert Simmons	President	5.00	Director	$0	$0	$0
Cheryl Koskela	Treasurer	5.00	Director	$0	$0	$0
Dale Thurber	Secretary	5.00	Director	$0	$0	$0
Heather Ludvigson	Director	5.00	Director	$0	$0	$0
brian eberly	Director	5.00	Director	$0	$0	$0
Sarah Scholze	Director	5.00	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	No data	No data	No data	No data
2023	$221,373	$166,913	$1,228,955	$54,460
2022	$119,636	$133,885	$937,319	$-14,249
2021	$132,968	$43,494	$951,133	$89,474
2020	$164,469	$192,939	$772,909	$-28,470
2019	$179,633	$110,444	$444,932	$69,189
2018	$227,637	$151,657	$375,743	$75,980