SUNN EDUCATIONAL RESOURCES INC (EIN 223809597) - 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

GEORGE W RICHARDS

Phone

8566916667

Tax Period

2023-07-01 to 2023-08-21

SUNN EDUCATIONAL RESOURCES INC, founded in 2004, is a small nonprofit that reported $220K in total revenue in fiscal year 2023. Revenue fell 92% from the prior year — a significant decline worth monitoring. Expenses of $252K exceeded revenue, resulting in a 15% operating deficit.

Mission

CREATIVE ACHIEVEMENT ACADEMY IS A NON-PROFIT SCHOLASTIC FACILITY PROVIDING A HIGHLY STRUCTURED EDUCATIONAL SETTING WHICH COMBINES ACADEMICS, LIFE SKILLS, CHARACTER DEVELOPMENT AND BEHAVIOR MANAGEMENT. OUR AIM IS TO ENCOURAGE STUDENTS TO ACHIEVE THEIR PERONAL BEST.

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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 $0

Program Service Revenue $219,296

Investment Income $503

Other Revenue $0

TOTAL REVENUE $219,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $129,197

Fundraising Expenses $0

Program Expenses $228,454

Other Expenses $122,602

TOTAL EXPENSES $251,799

Year-over-Year Comparison

	2023	2022	Change
Revenue	$219,799	$2,799,536	-0.9%
Expenses	$251,799	$2,732,530	-0.9%
Net Income	$-32,000	$67,006	-1.5%

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

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
SHARON BRUNO	PRESIDENT	0.50	Officer Director	$0	$0	$0
YVONNE HOLLOWAY	PRINCIPAL/TRUSTEE	40.00	Director	$0	$0	$0
EDWARD ARMATO	TRUSTEE	0.50	Director	$0	$0	$0
GERALD BATT	TRUSTEE	0.50	Director	$0	$0	$0
GEORGE W RICHARDS	TRUSTEE	0.50	Director	$0	$0	$0
JACK MATTY	TREASURER	32.00	Officer	$0	$0	$0
KELLY MURRAY	SECRETARY	40.00	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
2023	$2,799,536	$2,732,530	$1,937,230	$67,006
2023	$219,799	$251,799	No data	$-32,000
2022	$2,581,088	$2,485,740	$1,933,165	$95,348
2021	$2,123,359	$2,645,361	$800,220	$-522,002
2020	$2,928,479	$2,919,788	$913,952	$8,691
2019	$2,954,600	$2,898,438	$929,814	$56,162

SUNN EDUCATIONAL RESOURCES INC