Sunshine House Inc (EIN 741989614) - 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

1978

Legal Domicile

Principal Officer

AMY FIELDS

Phone

4328375402

Tax Period

2023-10-01 to 2024-09-30

Sunshine House Inc, founded in 1978, is a small nonprofit that reported $885K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $796K left a modest 10% surplus.

Mission

To provide quality nourishment and social enrichment in the lives of seniors, the home-bound and disabled in Alpine and Marathon, Texas.

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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 (2023)

Revenue Breakdown

Contributions & Grants $838,017

Program Service Revenue $7,492

Investment Income $11,338

Other Revenue $28,479

TOTAL REVENUE $885,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $334,851

Fundraising Expenses $6,697

Program Expenses $686,086

Other Expenses $461,272

TOTAL EXPENSES $796,123

Year-over-Year Comparison

	2023	2022	Change
Revenue	$885,326	$668,200	+0.3%
Expenses	$796,123	$762,644	+0.0%
Net Income	$89,203	$-94,444	-1.9%

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

Volunteers

400

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

$56,864

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kerie Van Zeyst	Executive director	040.00	Officer	$56,864	$0	$56,864
Fr Michael Wallens	President	005.00	Officer Director	$0	$0	$0
Katy Williams	Vice President	005.00	Officer Director	$0	$0	$0
Julie Balovich	Secretary	005.00	Officer Director	$0	$0	$0
Jawanna Sanderson	Treasurer	005.00	Officer Director	$0	$0	$0
Paula Denise Wilson	Director	005.00	Director	$0	$0	$0
Isabelle Blair	Director	005.00	Director	$0	$0	$0
Patsy Culver	Director	005.00	Director	$0	$0	$0
Gilbert Valenzuela	Director	005.00	Director	$0	$0	$0
Wyatt Boutwell	Director	005.00	Director	$0	$0	$0
Dr Edith Simmons	Director	005.00	Director	$0	$0	$0
Amy Struthers	Director	005.00	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	$885,326	$796,123	$1,299,394	$89,203
2023	$668,200	$762,644	$1,217,401	$-94,444
2022	$675,860	$644,995	$1,307,892	$30,865
2021	$662,207	$559,456	$1,274,597	$102,751
2020	$718,010	$468,330	$1,173,599	$249,680
2019	$505,889	$435,543	$940,940	$70,346

Sunshine House Inc