SUNSHINE OF WARREN TRUMBULL AREA INC (EIN 341736047) - 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

1992

Legal Domicile

Principal Officer

MELISSA PHILLIPS

Phone

3303935775

Tax Period

2023-01-01 to 2023-12-31

SUNSHINE OF WARREN TRUMBULL AREA INC, founded in 1992, is a small nonprofit in the Housing & Shelter sector that reported $420K in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $406K left a modest 3% surplus.

Mission

TO PROVIDE AFFORDABLE, DECENT, SAFE & SANITARY HOUSING TO LOW-TO-MODERATE INCOME FAMILIES, GIVING THEM THE OPPORTUNITY TO BECOME HOMEOWNERS

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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 $419,602

Investment Income $0

Other Revenue $73

TOTAL REVENUE $419,675

Expense Breakdown

Grants Paid $0

Salaries & Benefits $215,161

Fundraising Expenses $0

Program Expenses $405,670

Other Expenses $190,509

TOTAL EXPENSES $405,670

Year-over-Year Comparison

	2023	2022	Change
Revenue	$419,675	$387,184	+0.1%
Expenses	$405,670	$453,922	-0.1%
Net Income	$14,005	$-66,738	-1.2%

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

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
MARY JO MOORE	TRUSTEE	1.00	Director	$0	$0	$0
GIL REIGER	TRUSTEE	1.00	Director	$0	$0	$0
ERIKA ROYSTER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BRIAN ANGELO	SECRETARY	1.00	Officer	$0	$0	$0
GARY SHAFFER	PRESIDENT	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
2024	No data	No data	No data	No data
2023	$419,675	$405,670	$667,864	$14,005
2022	$387,184	$453,922	$700,923	$-66,738
2021	$369,742	$411,173	$763,466	$-41,431
2020	$326,113	$377,358	$848,504	$-51,245
2019	$157,563	$6,028,414	$908,912	$-5,870,851
2018	$661,811	$230,997	$10,429,781	$430,814

SUNSHINE OF WARREN TRUMBULL AREA INC