SUN FOUNDATION

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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

2013

Legal Domicile

Principal Officer

MATTHEW VANAUKEN

Phone

3033606600

Tax Period

2018-07-01 to 2019-06-30

SUN FOUNDATION, founded in 2013, is a small nonprofit that reported $464K in total revenue in fiscal year 2018. The organization ran a surplus of $109K, a strong 24% operating margin.

Mission

TO ENRICH THE LIVES OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES BY RAISING AWARENESS IN OUR COMMUNITY WHERE SUPPORT IS CRUCIAL.

Program Service Accomplishments

Program 1

Expenses: $215,916

RAISE FUNDS THROUGH VARIOUS FUNDRAISING EVENTS AND GRANTS TO SUPPORT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $446,546

Program Service Revenue $0

Investment Income $42,529

Other Revenue $-24,969

TOTAL REVENUE $464,106

Expense Breakdown

Grants Paid $215,916

Salaries & Benefits $0

Fundraising Expenses $115,486

Program Expenses $215,916

Other Expenses $138,733

TOTAL EXPENSES $354,649

Year-over-Year Comparison

	2018	2017	Change
Revenue	$464,106	$487,082	0.0%
Expenses	$354,649	$589,010	-0.4%
Net Income	$109,457	$-101,928	-2.1%

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

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

$837,002

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN HOOVER	PRESIDENT	0.40	Officer Director	$0	$0	$0
LOIS VAUGHAN	VICE PRESIDENT	0.40	Officer Director	$0	$0	$0
DIANE HOLBERT	TREASURER	0.40	Officer Director	$0	$0	$0
MAYRE LYNN SCHMIT	SECRETARY	0.40	Officer Director	$0	$0	$0
TIMOTHY MOORE	DIRECTOR	0.40	Director	$0	$0	$0
LYNN MYERS	DIRECTOR	0.40	Director	$0	$0	$0
MICHAELA MCDONNELL	DIRECTOR	0.40	Director	$0	$0	$0
MONIQUE PEYTON	DIRECTOR	0.40	Director	$0	$0	$0
NANCY SHARPE	DIRECTOR	0.40	Director	$0	$0	$0
JOANNE ZBOYAN	DIRECTOR	0.40	Director	$0	$0	$0
TIM BATZ	DIRECTOR	0.40	Director	$0	$0	$0
BETH KLEIN	DIRECTOR	0.40	Director	$0	$0	$0
ABE LAYDON	DIRECTOR	0.40	Director	$0	$0	$0
DANIEL SAMPSON	DIRECTOR	0.40	Director	$0	$0	$0
DON TOUSSAINT	DIRECTOR	0.40	Director	$0	$0	$0
ADAM HORNEY	DIRECTOR	0.40	Director	$0	$0	$0
MELANIE WORLEY	CHIEF EXECUTIVE OFFICER	5.00	Officer	$232,571	$24,993	$257,564
LLOYD F SWEET JR	CHIEF FINANCIAL OFFICER	3.00	Officer	$298,136	$13,934	$312,070
MATTHEW VANAUKEN	CHIEF OPERATING OFFICER	0.90	Officer	$242,749	$24,619	$267,368

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
2019	$464,106	$354,649	No data	$109,457
2018	$487,082	$589,010	$1,210,669	$-101,928