FOUNDATION FOR SUNBEAM FAMILY SERVICES (EIN 800531767) - 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

2010

Legal Domicile

Phone

4055287721

Tax Period

2023-07-01 to 2024-06-30

FOUNDATION FOR SUNBEAM FAMILY SERVICES, founded in 2010, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $61K in total revenue in fiscal year 2023. The organization ran a surplus of $50K, a strong 82% operating margin.

Mission

FORMED TO SUPPORT THE MISSION OF SUNBEAM FAMILY SERVICES, INC. IN BUILDING BRIGHTER FUTURES WITH ALL CHILDREN AND FAMILIES.

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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 $0

Program Service Revenue $0

Investment Income $60,721

Other Revenue $0

TOTAL REVENUE $60,721

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $829

Program Expenses $0

Other Expenses $11,178

TOTAL EXPENSES $11,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$60,721	$63,075	0.0%
Expenses	$11,178	$86,127	-0.9%
Net Income	$49,543	$-23,052	-3.1%

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
CRAIG KNUTSON	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLOTTE REAM COOPER	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
JAMES BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
JANE HASKIN	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY BURRIS	DIRECTOR (SUNBEAM PRESIDENT)	1.00	Director	$0	$0	$0
GARY HUNERYAGER	DIRECTOR (SUNBEAM TREASURER)	1.00	Director	$0	$0	$0
EVEN WALTER	DIRECTOR (SUNBEAM PRESIDENT ELECT)	1.00	Director	$0	$0	$0
KELLY GRAY	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK HILL	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$60,721	$11,178	$2,187,836	$49,543
2023	$63,075	$86,127	$1,981,279	$-23,052
2022	$134,530	$107,992	$1,909,403	$26,538
2021	$123,960	$103,884	$2,278,668	$20,076
2020	$40,450	$99,196	$1,873,197	$-58,746
2019	$41,285	$76,217	$1,880,813	$-34,932
2018	$35,513	$95,505	$1,817,010	$-59,992

FOUNDATION FOR SUNBEAM FAMILY SERVICES