SUNRISE COMMUNITY OF VIRGINIA INC (EIN 521929588) - 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

1995

Legal Domicile

Phone

3055969040

Tax Period

2024-07-01 to 2025-06-30

SUNRISE COMMUNITY OF VIRGINIA INC, founded in 1995, is a community nonprofit in the Human Services sector that reported $7.6M in total revenue in fiscal year 2024. Expenses of $7.2M left a modest 5% surplus.

Mission

THE MISSION IS TO CREATE VALUED LIVES FOR PEOPLE WITH 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 (2024)

Revenue Breakdown

Contributions & Grants $2,625

Program Service Revenue $7,624,358

Investment Income $1,414

Other Revenue $0

TOTAL REVENUE $7,628,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,166,215

Fundraising Expenses $0

Program Expenses $5,316,201

Other Expenses $2,057,960

TOTAL EXPENSES $7,224,175

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,628,397	$7,526,726	+0.0%
Expenses	$7,224,175	$6,260,853	+0.2%
Net Income	$404,222	$1,265,873	-0.7%

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

126

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

$1,222,701

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSE E SOUTO JR	CHAIR	1.0	Officer Director	$0	$0	$0
FRANK J MCMACKIN IV	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM P MUIR	DIRECTOR	1.0	Director	$0	$0	$0
ARNIE PANIAGUA	SECRETARY/TREASURER	1.0	Officer	$0	$3,262	$261,896
JAMESON DORMANN	SECRETARY/TREASURER	1.0	Officer	$0	$23,022	$319,193
SHERRI POTTER	ASSISTANT SECRETARY	1.0	Officer	$0	$27,142	$157,992
ZACHARY WRAY	PRESIDENT	1.0	Officer	$0	$33,620	$483,620
LATORIA BETHEA	REGIONAL DIRECTOR	40.0	Highest	$162,547	$24,689	$187,236
LATRICE PENNY	AREA DIRECTOR	40.0	Highest	$105,319	$9,767	$115,086
LISNEY MURRAY	DIRECTOR OF HEALTH SERVICES	40.0	Highest	$122,325	$1,173	$123,498

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	$7,628,397	$7,224,175	$3,322,500	$404,222
2024	$7,526,726	$6,260,853	$2,329,625	$1,265,873
2023	$7,539,978	$5,499,403	$2,045,160	$2,040,575
2022	$6,453,071	$4,626,669	$1,632,071	$1,826,402
2021	$5,473,106	$4,413,071	$1,797,151	$1,060,035
2019	$6,151,567	$4,982,161	$1,799,884	$1,169,406
2018	$6,063,199	$5,066,206	$1,728,723	$996,993

SUNRISE COMMUNITY OF VIRGINIA INC