FOUNDATION FOR SUNBEAM FAMILY SERVICES

EIN: 800531767 501(c)(3) Philanthropy & Grantmaking

OKLAHOMA CITY, OK

Total Revenue
$60,721
Total Expenses
$11,178
Total Assets
$2,187,836
Net Assets
$2,158,616
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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
OK
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.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

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%)

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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

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Governance

Voting Members
9
Independent Members
9
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
2
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
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
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