SUNRISE COMMUNITY FOUNDATION INC (EIN 650021846) - 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

1986

Legal Domicile

Phone

3055969040

Tax Period

2024-07-01 to 2025-06-30

SUNRISE COMMUNITY FOUNDATION INC, founded in 1986, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 88% operating margin.

Mission

TO CONDUCT FUNDRAISING AND OTHER SPECIAL EVENTS FOR THE BENEFIT OF ITS TAX-EXEMPT AFFILIATES.

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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 $12,136

Program Service Revenue $0

Investment Income $1,079,603

Other Revenue $205,567

TOTAL REVENUE $1,297,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,800

Other Expenses $155,269

TOTAL EXPENSES $155,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,297,306	$964,396	+0.3%
Expenses	$155,269	$279,862	-0.4%
Net Income	$1,142,037	$684,534	+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

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
GLORIA A WETHERINGTON	SECRETARY/TREASURER	1.0	Officer Director	$0	$0	$0
WILLIAM LANK	PRESIDENT/CHAIR	1.0	Officer Director	$0	$0	$0
BRYAN ABBOUND	DIRECTOR	1.0	Director	$0	$0	$0
JOHN HOLCOMB JR	DIRECTOR	1.0	Director	$0	$0	$0
JOSE E SOUTO JR	DIRECTOR	1.0	Director	$0	$0	$0
KEVIN E VANCE	DIRECTOR	1.0	Director	$0	$0	$0
ROBERT COKER	DIRECTOR	1.0	Director	$0	$0	$0
STEVEN M WEINGER ESQ	DIRECTOR	1.0	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
2025	$1,297,306	$155,269	$29,322,692	$1,142,037
2024	$964,396	$279,862	$27,560,911	$684,534
2023	$240,109	$150,607	$25,762,087	$89,502
2022	$328,699	$189,849	$10,047,663	$138,850
2021	$609,658	$111,718	$11,602,995	$497,940
2020	$246,524	$85,118	$9,853,924	$161,406
2019	$325,845	$85,150	$9,432,887	$240,695
2018	$411,355	$68,848	$9,019,630	$342,507

SUNRISE COMMUNITY FOUNDATION INC