SUNRISE VILLAGE (EIN 411670808) - 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

1993

Legal Domicile

Principal Officer

MICHELLE HAEFNER

Phone

3202359532

Tax Period

2022-10-01 to 2023-09-30

SUNRISE VILLAGE, founded in 1993, is a community nonprofit in the Housing & Shelter sector that reported $3.0M in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $909K, a strong 30% operating margin.

Mission

CONGREGATE HOUSING AND ASSISTED LIVING FACILITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $41,415

Program Service Revenue $2,591,680

Investment Income $28,765

Other Revenue $365,399

TOTAL REVENUE $3,027,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $872,473

Fundraising Expenses $0

Program Expenses $1,684,103

Other Expenses $1,245,928

TOTAL EXPENSES $2,118,401

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,027,259	$2,700,133	+0.1%
Expenses	$2,118,401	$1,870,292	+0.1%
Net Income	$908,858	$829,841	+0.1%

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

$731,608

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER AHRENHOLZ	CHAIR	0.10	Officer Director	$0	$0	$0
MYRON BEHM	VICE CHAIR	0.10	Officer Director	$0	$0	$0
SHERRI POOL	SECRETARY	0.10	Officer Director	$0	$0	$0
LUTHER DYKEMA	DIRECTOR	0.10	Director	$0	$0	$0
JULIE KVEENE	DIRECTOR	0.10	Director	$0	$0	$0
JOAN BLONIGAN CHRISTIANSON	DIRECTOR	0.10	Director	$0	$0	$0
KAREN TUSHA MOHLIN	DIRECTOR	0.10	Director	$0	$0	$0
PASTOR DEAN JOHNSON	DIRECTOR	0.10	Director	$0	$0	$0
DAVID GEHANT	DIRECTOR	0.10	Director	$0	$0	$0
MICHAEL GILSON	DIRECTOR	0.10	Director	$0	$0	$0
DR BETTY STREHLOW	DIRECTOR	0.10	Director	$0	$0	$0
CHERYL JOHNSON	DIRECTOR	0.10	Director	$0	$0	$0
MICHELLE HAEFNER	CEO	8.00	Officer	$0	$39,249	$350,031
ASHLEY BORMANN	COO	8.00	Officer	$0	$35,934	$197,465
TAMALA GJERDE	FINANCE DIRECTOR	8.00	Officer	$0	$31,962	$117,963
TROY PEDERSON	VP OF SENIOR HOUSING	8.00	Officer	$0	$0	$66,149

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	$3,027,259	$2,118,401	$5,491,967	$908,858
2022	$2,700,133	$1,870,292	$4,984,139	$829,841
2021	$2,125,847	$1,593,820	$4,445,458	$532,027
2020	$1,939,304	$3,633,217	$4,315,582	$-1,693,913
2019	$2,011,347	$1,513,366	$6,454,014	$497,981
2018	$1,889,073	$1,421,799	$6,208,331	$467,274

SUNRISE VILLAGE