Sunrise Foundation Inc (EIN 450385091) - 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

1984

Legal Domicile

Principal Officer

Ila Kelner

Phone

7015235142

Tax Period

2023-01-01 to 2023-12-31

Sunrise Foundation Inc, founded in 1984, is a small nonprofit that reported $166K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $102K, a strong 62% operating margin.

Mission

To provide financial assistance and support to all aspects of healthcare in our service area.

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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 $95,627

Program Service Revenue $0

Investment Income $70,647

Other Revenue $0

TOTAL REVENUE $166,274

Expense Breakdown

Grants Paid $19,875

Salaries & Benefits $24,764

Fundraising Expenses $28,515

Program Expenses $19,875

Other Expenses $19,156

TOTAL EXPENSES $63,795

Year-over-Year Comparison

	2023	2022	Change
Revenue	$166,274	$152,590	+0.1%
Expenses	$63,795	$42,091	+0.5%
Net Income	$102,479	$110,499	-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

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

$20,237

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mariah Botha	Foundation Director	20.00	Officer	$20,237	$0	$20,237
Ila Kelner	Chairman	0.20	Officer Director	$0	$0	$0
Amy Smyle	Vice Chairman	0.20	Officer Director	$0	$0	$0
Leah Benz	Treasurer	0.20	Officer Director	$0	$0	$0
Becky Brooks	Director	0.20	Director	$0	$0	$0
Van Honeyman	Director	0.20	Director	$0	$0	$0
Caitlin Jacquot-Hafner	Director	0.20	Director	$0	$0	$0
Dustin Swanson	Director	0.20	Director	$0	$0	$0
Sasha Ruggles	Director (Jan-Aug)	0.20	Director	$0	$0	$0
Beth Criswell	Director (Nov-Dec)	0.20	Director	$0	$0	$0
Jason Anderson	Director (Nov-Dec)	0.20	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	No data	No data	No data	No data
2023	$166,274	$63,795	$3,611,511	$102,479
2022	$152,590	$42,091	$3,121,376	$110,499
2021	$216,082	$87,509	$3,636,204	$128,573
2020	$196,414	$95,226	$3,253,128	$101,188
2019	$130,187	$52,011	$2,918,981	$78,176
2018	$203,075	$68,506	$2,485,130	$134,569

Sunrise Foundation Inc