Sunnyside Properties of Sarasota Inc (EIN 591751316) - 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

1977

Legal Domicile

Phone

9413712750

Tax Period

2024-07-01 to 2025-06-30

Sunnyside Properties of Sarasota Inc, founded in 1977, is a mid-sized nonprofit in the Housing & Shelter sector that reported $11.7M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

TO PROVIDE HEALTH SERVICES AND PROGRAMS IN A CHRISTIAN ENVIRONMENT TO SENIORS AGE 55 AND OVER.

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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 $106,559

Program Service Revenue $10,646,501

Investment Income $1,422,181

Other Revenue $-441,756

TOTAL REVENUE $11,733,485

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,384,523

Fundraising Expenses $0

Program Expenses $9,051,803

Other Expenses $7,364,642

TOTAL EXPENSES $11,749,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,733,485	$13,052,412	-0.1%
Expenses	$11,749,165	$11,694,357	+0.0%
Net Income	$-15,680	$1,358,055	-1.0%

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

388

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

$128,988

Total Directors

Key Employees

$206,555

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CURTIS ROSS II	CHAIR	2.0	Officer Director	$0	$0	$0
KATHY BENDER	SECRETARY	2.0	Officer Director	$0	$0	$0
KJELL PURNELL	TREASURER	2.0	Officer Director	$0	$0	$0
WADE HARRIS	VICE CHAIR	2.0	Officer Director	$0	$0	$0
BETH EBERSOLE	DIRECTOR	2.0	Director	$0	$0	$0
CHERYL KORNHAUS	DIRECTOR	2.0	Director	$0	$0	$0
ROBERT POHL	DIRECTOR	2.0	Director	$0	$0	$0
HEATHER NEFF	CEO/EXECUTIVE DIRECTOR	20.0	Officer	$124,950	$4,038	$128,988
ROBERT KELLY	CFO	20.0	Officer	$0	$0	$0
ALEXANDRA MALIWACKI	DIRECTOR OF HEALTH SERVICE	1.0	Key Emp	$194,701	$11,854	$206,555
CHANDA POLLOCK	DIRECTOR OF THERAPY	40.0	Highest	$120,120	$7,114	$127,234
LACEY HOLLAND	DIRECTOR OF NURSING/HEALTH SERVICES	40.0	Highest	$130,722	$7,957	$138,679
SEAN MCCLORY	DIRECTOR OF HUMAN RESOURCES	40.0	Highest	$119,731	$0	$119,731

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	$11,733,485	$11,749,165	$79,541,716	$-15,680
2024	No data	No data	No data	No data
2023	$12,276,140	$11,316,959	$63,110,163	$959,181
2022	$13,711,428	$10,098,329	$64,627,370	$3,613,099
2021	$10,977,854	$9,544,929	$68,013,446	$1,432,925
2020	$10,106,658	$8,423,302	$65,061,343	$1,683,356
2019	$9,246,655	$7,409,754	$64,667,403	$1,836,901
2018	$9,088,224	$7,606,666	$61,444,665	$1,481,558

Sunnyside Properties of Sarasota Inc