SUN EAST FOUNDATION INC (EIN 453057437) - 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

2011

Legal Domicile

Principal Officer

Terri Lannon

Phone

6104852960

Tax Period

2025-01-01 to 2025-12-31

SUN EAST FOUNDATION INC, founded in 2011, is a small nonprofit that reported $177K in total revenue in fiscal year 2025. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $171K left a modest 4% surplus.

Mission

To promote Education, Health and Human Services, and Natural, Cultural, & Historic Preservation by providing additional funding to qualified non-profit organizations that serve the Greater Brandywine Valley.

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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 (2025)

Revenue Breakdown

Contributions & Grants $120,791

Program Service Revenue $0

Investment Income $8,346

Other Revenue $48,331

TOTAL REVENUE $177,468

Expense Breakdown

Grants Paid $164,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $164,000

Other Expenses $7,235

TOTAL EXPENSES $171,235

Year-over-Year Comparison

	2025	2024	Change
Revenue	$177,468	$108,242	+0.6%
Expenses	$171,235	$108,177	+0.6%
Net Income	$6,233	$65	+94.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Terri Lannon	Executive Director	30	Officer	$0	$0	$0
Torpey White	Chairman & Board Member	2	Officer Director	$0	$0	$0
David Jacobs	Vice Chairman & Board Member	2	Officer Director	$0	$0	$0
Christina Hagan	Treasurer & Board Member	5	Officer Director	$0	$0	$0
Grace Corbett	Secretary & Board Member	2	Officer Director	$0	$0	$0
Carlie Mahuerin	Board Member	2	Director	$0	$0	$0
Angela Jacobsen	Board Member	2	Director	$0	$0	$0
Jessica McBride	Board Member	2	Director	$0	$0	$0
Rob Marandola	Board Member	2	Director	$0	$0	$0
Kyle Moat	Board Member	2	Director	$0	$0	$0
Dana Heiman	Board Member	2	Director	$0	$0	$0
Terry Cozza	Board Member	2	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	$177,468	$171,235	$239,777	$6,233

SUN EAST FOUNDATION INC