SAWYER MEMORIAL HOMES INC (EIN 481071672) - 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

1988

Legal Domicile

Principal Officer

SEAN SCHWARTZ

Phone

3166005192

Tax Period

2025-01-01 to 2025-12-31

SAWYER MEMORIAL HOMES INC, founded in 1988, is a small nonprofit in the Housing & Shelter sector that reported $259K in total revenue in fiscal year 2025. Net assets of $984K represent 46 months of operating reserves.

Mission

TO PROVIDE AFFORDABLE, SAFE, COMFORTABLE HOUSING TO SENIORS IN THE EL DORADO COMMUNITY

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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 $0

Program Service Revenue $255,490

Investment Income $3,513

Other Revenue $0

TOTAL REVENUE $259,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,384

Fundraising Expenses $0

Program Expenses $209,735

Other Expenses $231,065

TOTAL EXPENSES $258,449

Year-over-Year Comparison

	2025	2024	Change
Revenue	$259,003	$253,413	+0.0%
Expenses	$258,449	$256,708	+0.0%
Net Income	$554	$-3,295	-1.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN SCHWARTZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
ZAC SUNDGREN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TONY ALLISON	TREASURER	1.00	Officer Director	$0	$0	$0
HELEN JOYCE	SECRETARY	1.00	Officer Director	$0	$0	$0
ALAN JAAX	DIRECTOR	1.00	Director	$0	$0	$0
DAVE WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
DEB WHEELER	DIRECTOR	1.00	Director	$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	$259,003	$258,449	$1,092,705	$554
2024	$253,413	$256,708	$1,119,772	$-3,295
2023	$243,003	$277,747	$1,145,610	$-34,744
2022	$233,035	$290,131	$1,197,948	$-57,096
2021	$227,655	$266,345	$1,275,245	$-38,690
2020	$234,774	$259,317	$1,338,529	$-24,543
2019	$228,130	$253,932	$1,382,475	$-25,802
2018	$223,537	$260,369	$1,432,626	$-36,832

SAWYER MEMORIAL HOMES INC