SEARSTONE RESIDENTS ASSOCIATION (EIN 465053548) - 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

2016

Legal Domicile

Principal Officer

Susan Brunssen

Phone

9195994513

Tax Period

2025-01-01 to 2025-12-31

SEARSTONE RESIDENTS ASSOCIATION, founded in 2016, is a small nonprofit in the Human Services sector that reported $431K in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

Develop functions and programs to improve life at the Searstone Retirement Community in Cary, NC.

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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 $431,473

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $431,473

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $427,730

Other Expenses $427,730

TOTAL EXPENSES $427,730

Year-over-Year Comparison

	2025	2024	Change
Revenue	$431,473	$365,213	+0.2%
Expenses	$427,730	$365,806	+0.2%
Net Income	$3,743	$-593	-7.3%

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

150

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
Paul Cain	Director	1.50	Director	$0	$0	$0
Larry Crane	Director	1.5	Director	$0	$0	$0
Larry Creglow	Director	1.5	Director	$0	$0	$0
Nancy Fierke	Director	1.5	Director	$0	$0	$0
Marylynn Kaus	Director	1.5	Director	$0	$0	$0
Bill Kuykendahl	Director	1.5	Director	$0	$0	$0
Greg Mears	Director	1.5	Director	$0	$0	$0
Cyndy Simonson	Director	1.5	Director	$0	$0	$0
Susan Brunssen	President	16.00	Officer	$0	$0	$0
Kim Dahlberg	Vice President	4.00	Officer	$0	$0	$0
Jean Kramarik	Secretary	4.00	Officer	$0	$0	$0
Dennis Lee Hefner	Treasurer	4.00	Officer	$0	$0	$0
Janice Matthews	Past President	1.5	Officer	$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	$431,473	$427,730	$7,844	$3,743
2024	No data	No data	No data	No data
2023	$235,382	$233,472	$4,694	$1,910
2022	$235,752	$234,178	$2,784	$1,574

SEARSTONE RESIDENTS ASSOCIATION