Sun Dial Manor Inc (EIN 466016762) - 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

1966

Legal Domicile

Principal Officer

Joy Voss

Phone

6054923615

Tax Period

2024-01-01 to 2024-12-31

Sun Dial Manor Inc, founded in 1966, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2018. Expenses of $2.9M left a modest 4% surplus.

Mission

Promotion of long-term care services for aging men and women.

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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 $1,311,343

Program Service Revenue $3,370,320

Investment Income $91,173

Other Revenue $0

TOTAL REVENUE $4,772,836

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,694,672

Fundraising Expenses $0

Program Expenses $3,071,260

Other Expenses $1,981,028

TOTAL EXPENSES $3,675,700

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,772,836	$3,344,117	+0.4%
Expenses	$3,675,700	$3,115,999	+0.2%
Net Income	$1,097,136	$228,118	+3.8%

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

$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
Diann Morehouse	Vice-President	1.00	Officer Director	$0	$0	$0
Brian Schuring	Secretary, Treasurer (Beg 04/2024)	1.00	Officer Director	$0	$0	$0
Becky Hubsch	Treasurer (Until 04/2024)	1.00	Officer Director	$0	$0	$0
Pam Dylla	Secretary (Until 04/2024)	1.00	Officer Director	$0	$0	$0
Mary Johnson	Board Member	1.00	Director	$0	$0	$0
Merry Lone	Board Member (Until 04/2024)	1.00	Director	$0	$0	$0
Lorne Seifert	Board Member	1.00	Director	$0	$0	$0
Rodney Tobin	Board Member (Until 04/2024)	1.00	Director	$0	$0	$0
Aaron Johnson	Board Member	1.00	Director	$0	$0	$0
Elroy Olson	Board Member (Beg 04/2024)	1.00	Director	$0	$0	$0
Mark Schmit	Board Member (Beg 04/2024)	1.00	Director	$0	$0	$0
Clay Brouwer	Administrator (Until 06/2024)	40.00	Officer	$40,297	$1,073	$41,370
Joy Voss	Administrator (Beg 07/2024)	40.00	Officer	$76,627	$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	$4,772,836	$3,675,700	$5,222,961	$1,097,136
2023	$3,344,117	$3,115,999	$4,023,075	$228,118
2022	$3,532,059	$3,156,201	$3,692,204	$375,858
2021	$3,661,181	$3,225,425	$3,460,626	$435,756
2020	$4,247,148	$3,361,431	$3,116,394	$885,717
2019	$3,137,935	$3,039,113	$2,254,009	$98,822
2018	$3,070,985	$2,938,556	$2,133,581	$132,429

Sun Dial Manor Inc