FRANKLIN FOUNDATION OF SUNBURY PARK (EIN 311583313) - 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

1997

Legal Domicile

Principal Officer

LYNN D DALTON

Phone

6144511919

Tax Period

2024-01-01 to 2024-12-31

FRANKLIN FOUNDATION OF SUNBURY PARK, founded in 1997, is a small nonprofit in the Housing & Shelter sector that reported $192K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $219K exceeded revenue, resulting in a 14% operating deficit.

Mission

TO PROVIDE HOUSING FOR THE ELDERLY PHYSICALLY CHALLENGED.

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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 $74,771

Program Service Revenue $114,444

Investment Income $57

Other Revenue $2,308

TOTAL REVENUE $191,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $166,728

Other Expenses $218,693

TOTAL EXPENSES $218,693

Year-over-Year Comparison

	2024	2023	Change
Revenue	$191,580	$176,540	+0.1%
Expenses	$218,693	$236,801	-0.1%
Net Income	$-27,113	$-60,261	-0.6%

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

$120,000

Total Directors

$120,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN D DALTON	PRESIDENT	1.00	Officer Director	$0	$0	$120,000
ELLEN H HARDYMON	SECRETARY/TR	3.00	Officer Director	$0	$0	$0
PARKER HAVENS	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS F HAVENS	TRUSTEE	1.00	Director	$0	$0	$0
JOHN F HAVENS II	TRUSTEE	1.00	Director	$0	$0	$0
SUZANNE H NICK	TRUSTEE	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
2024	$191,580	$218,693	$666,843	$-27,113
2023	$176,540	$236,801	$694,442	$-60,261
2022	$167,942	$205,002	$753,206	$-37,060
2021	$163,857	$204,284	$821,301	$-40,427
2020	$160,125	$203,752	$834,338	$-43,627
2019	$163,711	$181,204	$874,579	$-17,493
2018	$162,148	$185,060	$889,964	$-22,912

FRANKLIN FOUNDATION OF SUNBURY PARK