SUNRISE COMMUNITY OF SOUTHWEST FLORIDA INC (EIN 591796622) - 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

3055969040

Tax Period

2024-07-01 to 2025-06-30

SUNRISE COMMUNITY OF SOUTHWEST FLORIDA INC, founded in 1977, is a community nonprofit in the Diseases & Disorders sector that reported $4.9M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $764K, a strong 15% operating margin.

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 $1,184,757

Program Service Revenue $3,744,491

Investment Income $14,176

Other Revenue $0

TOTAL REVENUE $4,943,424

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,974,307

Fundraising Expenses $0

Program Expenses $3,865,088

Other Expenses $1,204,857

TOTAL EXPENSES $4,179,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,943,424	$4,364,175	+0.1%
Expenses	$4,179,164	$4,336,735	0.0%
Net Income	$764,260	$27,440	+26.9%

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

106

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
JOHN HOLCOMB JR	CHAIR	1.0	Officer Director	$0	$0	$0
ROBERT COKER	DIRECTOR	1.0	Director	$0	$0	$0
WILLIAM OWENS	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
LESLIE ANN STEINER	AREA DIRECTOR	40.0	Highest	$111,850	$3,250	$115,100

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	$4,943,424	$4,179,164	$1,722,665	$764,260
2024	$4,364,175	$4,336,735	$984,821	$27,440
2023	$4,851,212	$3,868,764	$960,866	$982,448
2022	$2,807,698	$2,816,538	$697,104	$-8,840
2021	$2,473,752	$2,478,842	$704,943	$-5,090
2019	$4,343,595	$4,319,998	$548,661	$23,597
2018	$5,333,642	$5,119,195	$819,102	$214,447

SUNRISE COMMUNITY OF SOUTHWEST FLORIDA INC