KENYON SUNSET HOME FOUNDATION (EIN 411694615) - 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

1990

Legal Domicile

Principal Officer

TERI JUENGER

Phone

5077896134

Tax Period

2020-10-01 to 2021-09-30

KENYON SUNSET HOME FOUNDATION, founded in 1990, is a small nonprofit that reported $622K in total revenue in fiscal year 2020. Revenue surged 1456% from the prior year, signaling strong growth momentum. The organization ran a surplus of $420K, a strong 68% operating margin.

Mission

TO ADMINISTER AND MANAGE THE ENDOWMENTS OF KENYON SENIOR LIVING

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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 (2020)

Revenue Breakdown

Contributions & Grants $621,946

Program Service Revenue $0

Investment Income $90

Other Revenue $0

TOTAL REVENUE $622,036

Expense Breakdown

Grants Paid $199,345

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $199,345

Other Expenses $2,814

TOTAL EXPENSES $202,159

Year-over-Year Comparison

	2020	2019	Change
Revenue	$622,036	$39,973	+14.6%
Expenses	$202,159	$48,470	+3.2%
Net Income	$419,877	$-8,497	-50.4%

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

$176,804

Total Directors

$80,881

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY LEHMAN	CHAIRMAN	0.50	Officer Director	$0	$0	$0
JUDY PAVEK	BOARD DIRECTOR	0.50	Director	$0	$0	$0
ANN STOLEE	BOARD DIRECTOR	0.50	Director	$0	$0	$0
MARK FLOM	BOARD DIRECTOR	0.50	Director	$0	$0	$0
CHELSEA UGLAND	ADMIN - PART YEAR	0.50	Officer Director	$0	$6,122	$80,881
EMILY QUAM	ADMINISTRATOR - KENYON HOME	0.50	Officer	$0	$6,544	$69,671
DENISE BUDD	CFO - KENYON HOME	0.50	Officer	$0	$0	$26,252

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
2021	$622,036	$202,159	$456,010	$419,877

KENYON SUNSET HOME FOUNDATION