SUNNYCREST VILLAGE INC

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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

1962

Legal Domicile

Principal Officer

MARY MORGAN

Phone

6053611422

Tax Period

2024-01-01 to 2024-12-31

SUNNYCREST VILLAGE INC, founded in 1962, is a community nonprofit in the Housing & Shelter sector that reported $3.3M in total revenue in fiscal year 2024. Expenses of $3.0M left a modest 8% surplus.

Mission

TO PROVIDE QUALITY, LIFE ENRICHING, LOW COST, CHRISTIAN BASED HOUSING WITH SERVICES FOR THE ELDERLY.

Program Service Accomplishments

Program 1

Expenses: $2,458,112 Revenue: $3,146,893

WE ARE A 283-UNIT INDEPENDENT LIVING COMPLEX FOR PEOPLE 62 AND OLDER AND THOSE WITH DISABILITIES. WE STRIVE TO PROVIDE QUALITY, INDEPENDENT LIVING, REASONABLY PRICED APARTMENTS, WITH LIFE-ENRICHING SERVICES FOR SENIORS. OUR PROGRAMMING EMPOWERS OUR RESIDENTS TO LIVE INDEPENDENTLY, ENJOY COMMUNITY, AND CELEBRATE LIFE. WE DO THAT THROUGH ON-SITE SERVICES, TRANSPORTATION SERVICES, EDUCATIONAL AND SOCIAL/ENTERTAINMENT PROGRAMMING, AND EVENTS. LIVE INDEPENDENTLY:"I'M OK" CHECKS - APPROXIMATELY 100,000 CHECKS PER YEARNUTRITIONAL SUPPORT/MEALS ON WHEELS SITE - 10,400 MEALS FOR 40 TOTAL PARTICIPANTS EACH DAY MONDAY-FRIDAY, EXCLUDING HOLIDAYSON-SITE EDUCATION - 41 SESSIONS WITH 510 PARTICIPANTSHOME MAINTENANCE/TOTAL # WORK ORDERS - 1,878 SESSIONSHEALTH MAINTENANCE (E.G., BLOOD PRESSURE AND BALANCE CHECKS, FLU/COVID SHOTS, EXERCISE ENCOURAGEMENT) - 45 SESSIONS WITH 506 RESIDENTSFOOT CARE CLINICS - 16 SESSIONS WITH 215 PARTICIPANTSMASSAGE THERAPY - 10 SESSIONS WITH 101 PARTICIPANTSBEAUTY SHOP - 156 SESSIONS WITH 1,200 PARTICIPANTSODDS N' ENDS (DONATION EXCHANGE) - 4 SESSIONS WITH 100 PARTICIPANTSTO-THE-DOOR DELIVERY OF ONLINE GROCERY ORDERS - 11 RESIDENTS WITH 77 DELIVERIESREGULAR TRANSPORTATION TO GROCERY/WALMART/DOLLAR TREE STORES - 96 TRIPS WITH 855 RESIDENTSENJOY COMMUNITY:OUR COMMUNITY-BUILDING INITIATIVES AIM TO GET PEOPLE OUT AND ABOUT WHILE FOSTERING A SENSE OF BELONGING. ADDITIONALLY, EACH OF OUR 13 NEIGHBORHOODS HAS A VOLUNTEER AMBASSADOR WHO COORDINATES QUARTERLY LISTENING SESSIONS, WELCOME-TO-THE-NEIGHBORHOOD VISITS, AND SOCIAL EVENTS. THESE INITIATIVES HELP CREATE A VIBRANT AND INCLUSIVE COMMUNITY IN A SMALLER SETTING.CELEBRATE LIFE:SOCIAL/ENTERTAINMENT EVENTS - 95 SESSIONS WITH 3,571 PARTICIPANTSCOORDINATED SPIRITUAL ACTIVITIES - 69 SESSIONS WITH 2,056 PARTICIPANTSCOMPASSION IN ACTION (DONATIONS) - 3 SESSIONS WITH 90 PARTICIPANTS

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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 $5,043

Program Service Revenue $3,146,893

Investment Income $100,732

Other Revenue $0

TOTAL REVENUE $3,252,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $785,107

Fundraising Expenses $5,516

Program Expenses $2,458,112

Other Expenses $2,206,414

TOTAL EXPENSES $2,991,521

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,252,668	$3,091,889	+0.1%
Expenses	$2,991,521	$2,760,463	+0.1%
Net Income	$261,147	$331,426	-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

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

$164,353

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM CHAP	PRESIDENT	1.25	Officer Director	$0	$0	$0
RON DORSMAN	VICE PRESIDENT/DIRECTOR	1.25	Officer Director	$0	$0	$0
AL SVENNES	DIRECTOR/VICE PRESIDENT	1.25	Officer Director	$0	$0	$0
MIKE HAHN	TREASURER	1.25	Officer Director	$0	$0	$0
KENT CUTLER	SECRETARY (UNTIL MAR 2024)	1.25	Officer Director	$0	$0	$0
VALERIE MELMER	DIRECTOR/SECRETARY	0.50	Officer Director	$0	$0	$0
ALLEN HERRBOLDT	DIRECTOR	0.50	Director	$0	$0	$0
REV RON JOHNSON	DIRECTOR	0.50	Director	$0	$0	$0
JEFF MALONE	DIRECTOR	0.50	Director	$0	$0	$0
JOHN PEASLEY	DIRECTOR (UNTIL JAN 2024)	0.50	Director	$0	$0	$0
STEVE QUINCEY	DIRECTOR	0.50	Director	$0	$0	$0
DEB VIGNESS	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN WALLIN	DIRECTOR	0.50	Director	$0	$0	$0
REV DEB STOWERS	DIRECTOR	0.50	Director	$0	$0	$0
JEAN BEDDOW	DIRECTOR (BEG FEB 2024)	0.50	Director	$0	$0	$0
SUE LUND	ADMINISTRATOR (UNTIL APR 2024)	45.00	Officer	$70,154	$2,925	$73,079
MARY MORGAN	EXECUTIVE DIRECTOR (BEG MAY 2024)	45.00	Officer	$66,068	$25,206	$91,274

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	$3,252,668	$2,991,521	$19,695,303	$261,147
2023	$3,091,889	$2,760,463	$19,907,023	$331,426
2022	$2,474,244	$2,326,479	$20,279,972	$147,765
2021	$2,228,879	$1,967,663	$20,212,189	$261,216
2020	$2,080,322	$2,177,866	$20,503,865	$-97,544
2019	$2,074,900	$1,859,131	$12,766,228	$215,769
2018	$2,027,919	$1,948,340	$12,772,680	$79,579