Sun Dial Manor Foundation Inc (EIN 460420426) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

Kathryn Bury

Phone

6054923615

Tax Period

2024-01-01 to 2024-12-31

Sun Dial Manor Foundation Inc, founded in 1992, is a small nonprofit that reported $153K in total revenue in fiscal year 2018. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $51K, a strong 33% operating margin.

Mission

Secure funding for Sun Dial Manor, Inc. nursing home.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,023

Program Service Revenue $0

Investment Income $78,494

Other Revenue $101,493

TOTAL REVENUE $189,010

Expense Breakdown

Grants Paid $190,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $190,000

Other Expenses $285

TOTAL EXPENSES $190,285

Year-over-Year Comparison

	2024	2023	Change
Revenue	$189,010	$149,489	+0.3%
Expenses	$190,285	$19,325	+8.8%
Net Income	$-1,275	$130,164	-1.0%

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

$120,266

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathryn Bury	President	1.00	Officer Director	$0	$0	$0
Mary Johnson	Vice-President	1.00	Officer Director	$0	$0	$0
Mark Schmit	Sec/Treas (Beg 04/24)	1.00	Officer Director	$0	$0	$0
Rodney Tobin	President (Until 04/24)	1.00	Officer Director	$0	$0	$0
Clay Brouwer	Administrator (Until 06/24)	5.00	Officer	$0	$1,073	$41,370
Joy Voss	Administrator (Beg 07/24)	5.00	Officer	$0	$2,269	$78,896

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	$189,010	$190,285	$1,835,592	$-1,275
2023	$149,489	$19,325	$1,819,927	$130,164
2022	$169,163	$17,190	$1,622,683	$151,973
2021	$277,628	$51,751	$1,668,292	$225,877
2020	$203,927	$66,257	$1,461,423	$137,670
2019	$147,079	$108,663	$1,249,129	$38,416
2018	$152,609	$102,075	$1,108,322	$50,534

Sun Dial Manor Foundation Inc