SUNNYMEREINC (EIN 362235177) - 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

1950

Legal Domicile

Principal Officer

CHARLIE SLEEZER

Phone

6308987844

Tax Period

2024-06-01 to 2025-05-31

SUNNYMEREINC, founded in 1950, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.5M exceeded revenue, resulting in a 18% operating deficit.

Mission

SUNNYMERE IS A NON-PROFIT ORGANIZATION WHICH STRIVES TO PROVIDE GRACIOUS LIVING ACCOMODATIONS FOR SENIOR CITIZENS, BASED ON A BELIEF THAT HUMAN DIGNITY IS PARAMOUNT.

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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 $70,099

Program Service Revenue $895,238

Investment Income $340,321

Other Revenue $0

TOTAL REVENUE $1,305,658

Expense Breakdown

Grants Paid $0

Salaries & Benefits $951,817

Fundraising Expenses $0

Program Expenses $1,250,711

Other Expenses $585,048

TOTAL EXPENSES $1,536,865

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,305,658	$1,263,682	+0.0%
Expenses	$1,536,865	$1,417,913	+0.1%
Net Income	$-231,207	$-154,231	+0.5%

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

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

$105,088

Total Directors

$105,088

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUTH ISIMINGER	EXECUTIVE DI	50.00	Officer Director	$105,088	$0	$105,088
DIANE HOMEAN	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD IRVIN	DIRECTOR	0.50	Director	$0	$0	$0
BRAD JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
MORGAN MICHELE	DIRECTOR	0.50	Director	$0	$0	$0
JOHN NEUENKIRCHEN	SECRETARY	0.50	Officer Director	$0	$0	$0
JOHN SHAW	DIRECTOR	0.50	Director	$0	$0	$0
CHARLIE SLEEZER	PRESIDENT	0.50	Officer Director	$0	$0	$0
TOM SMITH	TREASURER	0.50	Officer Director	$0	$0	$0
SUZANNE STERCHI	DIRECTOR	0.50	Director	$0	$0	$0
CRAIG WELTER	DIRECTOR	0.50	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
2025	$1,305,658	$1,536,865	$6,957,768	$-231,207
2024	$1,263,682	$1,417,913	$7,053,057	$-154,231
2023	$1,164,259	$1,417,891	$6,629,212	$-253,632
2022	$1,286,680	$1,303,050	$7,156,702	$-16,370
2021	$1,718,929	$1,222,699	$7,654,744	$496,230

SUNNYMEREINC