SUNRISE SIDE LIFELONG LEARNING

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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

2013

Legal Domicile

Principal Officer

Nancy George

Phone

9893623006

Tax Period

2021-01-01 to 2021-12-31

SUNRISE SIDE LIFELONG LEARNING, founded in 2013, is a micro nonprofit that reported $30K in total revenue in fiscal year 2021. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $8K, a strong 28% operating margin.

Mission

Sunrise Side Lifelong Learning is a member-directed nonprofit organization that plans unique informal educational and social programs to enrich the daily lives of its members and others in rural Northeastern Michigan. Each Summer, Fall and Winter trimester offers new classes, trips, outdoor activities and social events for the senior members of Alcona, Iosco, Arenac and Ogemaw counties. It is our mission to provide participants with the highest quality, lowest cost programs to foster educational growth and social interaction.

Program Service Accomplishments

Program 1

Expenses: $4,000 Revenue: $5,800

A multi-day trip to seven Western National Park. The journey included the artists' colony of Sedona, Glen Canyon Dam, the Grand Canyon, Zion National Park and Bryce Canyon National Park. The...

A multi-day trip to seven Western National Park. The journey included the artists' colony of Sedona, Glen Canyon Dam, the Grand Canyon, Zion National Park and Bryce Canyon National Park. The travelers experienced a traditional chuck wagon dinner while staying in Jackson Hole, Wyoming. They passed through the Grand Teton National Park before arriving at Yellowstone National Park. Before visiting Mount Rushmore, they saw the Crazy Horse Memorial and the Native American Cultural Center.

Program 2

Expenses: $10,393 Revenue: $15,918

The Sunrise Side Lifelong Learning members took seven local day trips. They experienced a wagon ride pulled by the Glenview Clydesdales. In Harrisville, they explored the Institute of Cultural...

The Sunrise Side Lifelong Learning members took seven local day trips. They experienced a wagon ride pulled by the Glenview Clydesdales. In Harrisville, they explored the Institute of Cultural Learning which is like a Smithsonian Museum in our own backyard. They hiked the meadows, ponds and woods of the For-Mar Preserve and Arboretum. They tripped down memory lane with a Simon and Garfunkel Tribute after eating a famous Zehnder's chicken dinner. Old friendships were rekindled on a river cruise on the Au Sable River Queen paddlewheel riverboat. A trip to Mio included a Fall color tour, the Lady of the Woods Shrine and the Amish Farmers' Creamery. After seeing a rare collection of antique automated musical instruments at the Music House Museum, the group stopped at Chateau Chantel for wine tasting. The year ended with the Broadway Musical She Loves Me.

Program 3

Expenses: $0 Revenue: $0

Sunrise Side Lifelong Learning did not generate revenue or incur expenses related to programs we had to cancel due to COVID restrictions. Those programs are classes, overnight trips and international...

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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 (2021)

Revenue Breakdown

Contributions & Grants $2,389

Program Service Revenue $25,161

Investment Income $2,021

Other Revenue $0

TOTAL REVENUE $29,571

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,393

Other Expenses $21,260

TOTAL EXPENSES $21,260

Year-over-Year Comparison

	2021	2020	Change
Revenue	$29,571	$31,338	-0.1%
Expenses	$21,260	$35,709	-0.4%
Net Income	$8,311	$-4,371	-2.9%

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

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
Sue Gordon	Advisory Board Member	1	Director	$0	$0	$0
Pat Brilinski	Advisory Board Member	1	Director	$0	$0	$0
Glen Schwartz	Advisory Board Member	1	Director	$0	$0	$0
Carrie Schwartz	Advisory Board Member	1	Director	$0	$0	$0
Nancy George	President	25	Officer	$0	$0	$0
Marilyn Overholt	Treasurer	25	Officer	$0	$0	$0
Tonia Brenk	Secretary	1	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
2021	$29,571	$21,260	$96,798	$8,311
2020	$31,338	$35,709	$100,441	$-4,371