SUNDIAL ELDERLY HOUSING INC (EIN 222619958) - 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

1985

Legal Domicile

Principal Officer

JAMES CHAISSON

Phone

6036688010

Tax Period

2024-08-01 to 2025-07-31

SUNDIAL ELDERLY HOUSING INC, founded in 1985, is a small nonprofit that reported $636K in total revenue in fiscal year 2024. Expenses of $701K exceeded revenue, resulting in a 10% operating deficit.

Mission

PROVIDE HOUSING FOR LOW INCOME ELDERLY PEOPLE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $150,478

Program Service Revenue $485,776

Investment Income $36

Other Revenue $0

TOTAL REVENUE $636,290

Expense Breakdown

Grants Paid $0

Salaries & Benefits $170,317

Fundraising Expenses $0

Program Expenses $627,554

Other Expenses $531,015

TOTAL EXPENSES $701,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$636,290	$633,197	+0.0%
Expenses	$701,332	$724,687	0.0%
Net Income	$-65,042	$-91,490	-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

N/A

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

$662,711

Total Directors

$947,611

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DONNALEE M LOZEAU	CHAIRMAN	2.00	Officer Director	$0	$48,959	$267,567
JAMES CHAISSON	TREASURER	2.00	Officer Director	$0	$53,564	$218,798
RYAN B CLOUTHIER	VICE-CHAIRMAN	2.00	Officer Director	$0	$37,260	$175,945
THOMAS NELSON	TRUSTEE	2.00	Director	$0	$21,583	$105,759
GREGORY SCHNEIDER	SECRETARY	2.00	Officer Director	$0	$30	$401
CARA ALIBERTI	TRUSTEE	2.00	Director	$0	$21,881	$104,911
VALERIE CARIGNAN	TRUSTEE	2.00	Director	$0	$7,452	$74,230

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	$636,290	$701,332	$1,956,906	$-65,042
2024	$633,197	$724,687	$2,016,952	$-91,490
2023	$581,518	$712,709	$2,189,500	$-131,191
2022	$571,729	$664,267	$2,269,438	$-92,538
2021	$563,650	$601,258	$2,370,527	$-37,608
2020	$545,031	$622,236	$2,406,190	$-77,205
2019	$534,247	$621,813	$2,529,311	$-87,566

SUNDIAL ELDERLY HOUSING INC