SORRENTO INDUSTRIAL INC (EIN 752897375) - 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

2000

Legal Domicile

Principal Officer

BRYAN WARD

Phone

9727157400

Tax Period

2024-07-01 to 2025-06-30

SORRENTO INDUSTRIAL INC, founded in 2000, is a community nonprofit in the Community Improvement sector that reported $4.0M in total revenue in fiscal year 2024. The organization ran a surplus of $3.6M, a strong 90% operating margin.

Mission

TO OPERATE AS A TITLE HOLDING CORPORATION WITHIN THE MEANING OF IRC SECTION 501(C)(25) AND HOLD TITLE TO REAL PROPERTY ON BEHALF OF PUBLIC EMPLOYEES' RETIREMENT SYSTEM OF NEVADA.

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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 $0

Investment Income $11,734

Other Revenue $4,002,825

TOTAL REVENUE $4,014,559

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $387,822

TOTAL EXPENSES $387,822

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,014,559	$3,731,807	+0.1%
Expenses	$387,822	$389,074	0.0%
Net Income	$3,626,737	$3,342,733	+0.1%

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

N/A

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
R SCOTT DENNIS	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY POPELKA	DIRECTOR	1.00	Director	$0	$0	$0
CHASE BOLDING	PRESIDENT	1.00	Officer	$0	$0	$0
KIM HOURIHAN	VP/ASST SEC	1.00	Officer	$0	$0	$0
PETER FEINBERG	VP/ASST SEC	1.00	Officer	$0	$0	$0
PERRY CHUDNOFF	VP/ASST SEC	1.00	Officer	$0	$0	$0
JUSTIN SHANAHAN	VP/ASST SEC	1.00	Officer	$0	$0	$0
KEVIN PIROZZOLI	VP/ASST SEC	1.00	Officer	$0	$0	$0
DEIRDRE PEREZ	VP/ASST SEC	1.00	Officer	$0	$0	$0
TOM HURST	VP/ASST SEC	1.00	Officer	$0	$0	$0
RIVKA ALTMAN	VP/ASST SEC	1.00	Officer	$0	$0	$0
CHRIS CLEGHORN	VP/ASST SEC	1.00	Officer	$0	$0	$0
COURTNEY POPELKA	VP/ASST SEC	1.00	Officer	$0	$0	$0
STEPHANIE HOLDER	VP/ASST SEC	1.00	Officer	$0	$0	$0
JAIME KELLEY	VP/ASST SEC	1.00	Officer	$0	$0	$0
MITCH KNICELY	VP/ASST SEC	1.00	Officer	$0	$0	$0
MASON GILMORE	VP/ASST SEC	1.00	Officer	$0	$0	$0
BRYAN WARD	TREASURER/ASST SEC	1.00	Officer	$0	$0	$0
CLIFFORD STOOPS	TREASURER/ASST SEC	1.00	Officer	$0	$0	$0
ALISON DEPPERSCHMIDT	TREASURER/ASST SEC	1.00	Officer	$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	$4,014,559	$387,822	$87,870,408	$3,626,737
2024	No data	No data	No data	No data
2023	$3,235,225	$426,543	$92,503,665	$2,808,682
2022	$3,192,353	$380,277	$97,004,962	$2,812,076
2021	$2,281,101	$276,718	$74,126,917	$2,004,383
2020	$2,398,296	$246,276	$57,115,989	$2,152,020
2019	$2,278,945	$237,706	$54,368,886	$2,041,239

SORRENTO INDUSTRIAL INC