SUNNYSIDE PRESBYTERIAN HOME (EIN 540591600) - 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

1955

Legal Domicile

Principal Officer

CATHERINE SYMANSKI

Phone

5405688600

Tax Period

2024-01-01 to 2024-12-31

SUNNYSIDE PRESBYTERIAN HOME, founded in 1955, is a mid-sized nonprofit in the Human Services sector that reported $45.8M in total revenue in fiscal year 2018. Expenses of $42.6M left a modest 7% surplus.

Mission

TO PROVIDE CARE AND SERVICES TO THE ELDERLY.

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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 $2,825,895

Program Service Revenue $54,261,760

Investment Income $2,186,060

Other Revenue $1,713,332

TOTAL REVENUE $60,987,047

Expense Breakdown

Grants Paid $1,267,000

Salaries & Benefits $32,258,088

Fundraising Expenses $279,745

Program Expenses $44,796,332

Other Expenses $25,009,524

TOTAL EXPENSES $58,534,612

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,987,047	$59,092,448	+0.0%
Expenses	$58,534,612	$55,190,843	+0.1%
Net Income	$2,452,435	$3,901,605	-0.4%

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

984

Volunteers

453

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

$741,306

Total Directors

Key Employees

$198,811

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES J ROWE	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL W PUGH	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
EDMUND P PRICE	SECRETARY	2.00	Officer Director	$0	$0	$0
JAMES KRAUSS	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFFREY G LENHART	BOARD MEMBER	2.00	Director	$0	$0	$0
APRIL TEMPLE	BOARD MEMBER	2.00	Director	$0	$0	$0
DAPHYNE S THOMAS	BOARD MEMBER	2.00	Director	$0	$0	$0
JERRY SHEETS	BOARD MEMBER	2.00	Director	$0	$0	$0
TOM KLUGE	BOARD MEMBER AS OF 10/2024	2.00	Director	$0	$0	$0
LYNANNE NEWMAN	BOARD MEMBER AS OF 10/2024	2.00	Director	$0	$0	$0
DANIEL BEAM	BOARD MEMBER AS OF 10/2024	2.00	Director	$0	$0	$0
DAVID W GARLAND	BOARD MEMBER UNTIL 10/2024	2.00	Director	$0	$0	$0
JOSH LYONS	PRESIDENT AND CEO	40.00	Officer	$406,891	$15,085	$421,976
KEN BOWARD	TREASURER AND CFO	40.00	Officer	$213,957	$30,156	$244,113
LISA KANNEY	ASSISTANT SECRETARY	40.00	Officer	$67,733	$7,484	$75,217
TAMMY LANDES	COO AS OF 10/2024	40.00	Key Emp	$173,366	$25,445	$198,811
JAMES SOUTER	EXEC DIR, KINGS GRANT CAMP	40.00	Highest	$167,338	$21,138	$188,476
KAREN WIGGINTON	CHIEF MARKETING OFFICER	40.00	Highest	$150,152	$6,422	$156,574
MATTHEW DAMERON	EXEC DIR, SUMMIT SQUARE CAMPUS	40.00	Highest	$145,638	$29,348	$174,986
NANCY WAYLAND	EXEC. DIR., SUNNYSIDE CAMP	40.00	Highest	$144,176	$6,951	$151,127
KAREN RILEY	CHIEF HEALTH INTEGRATION OFFICER	40.00	Highest	$131,890	$6,498	$138,388

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	$60,987,047	$58,534,612	$158,961,202	$2,452,435
2023	$59,092,448	$55,190,843	$154,376,562	$3,901,605
2022	$55,276,633	$53,014,420	$144,804,898	$2,262,213
2021	$53,839,562	$48,328,582	$155,089,929	$5,510,980
2020	$50,868,403	$46,448,697	$146,625,946	$4,419,706
2019	$48,121,335	$44,818,450	$132,441,818	$3,302,885
2018	$45,760,447	$42,606,371	$126,918,528	$3,154,076

SUNNYSIDE PRESBYTERIAN HOME