SUNRISE MANOR (EIN 420805391) - 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

1956

Legal Domicile

Principal Officer

SAMANTHA ROTH

Phone

7122763821

Tax Period

2024-01-01 to 2024-12-31

SUNRISE MANOR, founded in 1956, is a mid-sized nonprofit in the Health Care sector that reported $14.5M in total revenue in fiscal year 2024.

Mission

PROVIDE HOUSING AND SERVICES TO SIOUXLAND'S ELDERLY IN A WAY THAT ENSURES A PHYSICAL AND CARE ENVIRONMENT WHICH MAXIMIZES THE DIGNITY AND INDEPENDNECE OF EACH RESIDENT.

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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 $105,881

Program Service Revenue $14,132,989

Investment Income $206,796

Other Revenue $41,407

TOTAL REVENUE $14,487,073

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,105,457

Fundraising Expenses $13,407

Program Expenses $14,182,585

Other Expenses $6,369,345

TOTAL EXPENSES $15,474,802

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,487,073	$14,133,517	+0.0%
Expenses	$15,474,802	$14,933,376	+0.0%
Net Income	$-987,729	$-799,859	+0.2%

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

353

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

$408,484

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMANTHA ROTH	CEO	40.00	Officer	$134,295	$28,349	$162,644
CHRIS SCHENKELBERG	ADMINISTRATO	40.00	Officer	$105,756	$45,808	$151,564
KRISTI LOOFE	DIRECTOR OF	40.00	Officer	$75,610	$18,666	$94,276
JENNIFER ROSE BASS	DIRECTOR	1.00	Director	$0	$0	$0
BRETT BIEBER	DIRECTOR	1.00	Director	$0	$0	$0
BILL BRADBURY	DIRECTOR	1.00	Director	$0	$0	$0
AMY CALLAGHAN	DIRECTOR	1.00	Director	$0	$0	$0
MATT CAMPBELL	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK CROSS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CARI GEHLING	DIRECTOR	1.00	Director	$0	$0	$0
KYLE IRVIN	PRESIDENT	1.00	Officer Director	$0	$0	$0
CARI KELLEN	DIRECTOR	1.00	Director	$0	$0	$0
MARY KOVARNA	DIRECTOR	1.00	Director	$0	$0	$0
SHELLY KROHN	DIRECTOR	1.00	Director	$0	$0	$0
DAVE LARSON	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL MCCARTY	DIRECTOR	1.00	Director	$0	$0	$0
RYAN C ROSS	DIRECTOR	1.00	Director	$0	$0	$0
ANNE WESTRA	SECRETARY	1.00	Officer Director	$0	$0	$0
LYNN WOLD	TREASURER	1.00	Officer 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	$14,487,073	$15,474,802	$21,604,575	$-987,729
2023	$14,133,517	$14,933,376	$22,642,480	$-799,859
2022	$13,050,018	$14,203,286	$23,495,778	$-1,153,268
2021	$11,862,314	$13,547,204	$24,650,539	$-1,684,890
2020	$10,892,653	$10,470,487	$27,639,625	$422,166
2019	$9,817,044	$10,048,942	$27,831,304	$-231,898
2018	$9,256,652	$9,485,153	$27,927,365	$-228,501

SUNRISE MANOR