SUN CITY CENTER RESIDENTS INC (EIN 591400748) - 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

1971

Legal Domicile

Principal Officer

Barbara Lewis

Phone

8136429365

Tax Period

2024-01-01 to 2024-12-31

SUN CITY CENTER RESIDENTS INC, founded in 1971, is a small nonprofit in the Housing & Shelter sector that reported $719K in total revenue in fiscal year 2024. Expenses of $647K left a modest 10% surplus.

Mission

Sun City Center Residents, Inc.'s mission is to provide activities that allow elderly individuals to socialize and participate in community events.

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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 $0

Program Service Revenue $693,486

Investment Income $25,029

Other Revenue $0

TOTAL REVENUE $718,515

Expense Breakdown

Grants Paid $15,700

Salaries & Benefits $0

Fundraising Expenses $1,633

Program Expenses $563,318

Other Expenses $631,269

TOTAL EXPENSES $646,969

Year-over-Year Comparison

	2024	2023	Change
Revenue	$718,515	$687,506	+0.0%
Expenses	$646,969	$599,993	+0.1%
Net Income	$71,546	$87,513	-0.2%

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

N/A

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
Barbara Lewis	President	20	Officer Director	$0	$0	$0
Maryanne Jenkins	Treasurer	3	Officer Director	$0	$0	$0
Kathie Garrand	Secretary	3	Officer Director	$0	$0	$0
Amy Southmayd	Vice-President	3	Director	$0	$0	$0
Joanne Snyder	Director	3	Director	$0	$0	$0
Maryann Wolfram	Director	2	Director	$0	$0	$0
Donald Mchose	Director	2	Director	$0	$0	$0
Barbara Ray	Director	2	Director	$0	$0	$0
Shawna Wainright	Director	2	Director	$0	$0	$0
Linda Charbonneau	Director	2	Officer 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
2024	$718,515	$646,969	$675,654	$71,546
2023	$687,506	$599,993	$700,305	$87,513
2022	$423,608	$434,178	$626,776	$-10,570
2021	$344,832	$202,744	$600,275	$142,088
2020	$99,200	$220,572	$263,011	$-121,372
2019	$402,982	$369,606	$402,982	$33,376

SUN CITY CENTER RESIDENTS INC