Sunrise Residence (EIN 222478230) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Bill Cody

Phone

2072556295

Tax Period

2024-07-01 to 2025-06-30

Sunrise Residence, founded in 1983, is a small nonprofit in the Housing & Shelter sector that reported $226K in total revenue in fiscal year 2024. The organization ran a surplus of $44K, a strong 20% operating margin.

Mission

Elderly & Disabled Housing

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $225,306

Investment Income $621

Other Revenue $0

TOTAL REVENUE $225,927

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $143,212

Other Expenses $181,736

TOTAL EXPENSES $181,736

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,927	$220,991	+0.0%
Expenses	$181,736	$162,792	+0.1%
Net Income	$44,191	$58,199	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
M Todd Smith	Director	1.00	Director	$0	$0	$0
Ron Jenkins	Vice President	1.00	Officer	$0	$0	$0
Bill Cody	President	1.00	Officer	$0	$0	$0
Patricia Sammer	SecTreas	1.00	Officer	$0	$0	$0
Thomas Michaud Jr	Exec Dir	1.00	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
2025	$225,927	$181,736	$210,704	$44,191
2024	$220,991	$162,792	$196,661	$58,199
2023	$208,097	$161,464	$178,663	$46,633

Sunrise Residence