SUNPORCH OF SMITH CENTER INC (EIN 821905872) - 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

2016

Legal Domicile

Principal Officer

SHARON WOLTERS

Phone

7852826722

Tax Period

2023-01-01 to 2023-12-31

SUNPORCH OF SMITH CENTER INC, founded in 2016, is a community nonprofit in the Human Services sector that reported $3.8M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $3.5M left a modest 7% surplus.

Mission

THE ORGANIZATION OWNS AND OPERATES A RESIDENTIAL NURSING FACILITY FOR THE ELDERLY AND DISABLED.

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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 $737,931

Program Service Revenue $3,017,077

Investment Income $192

Other Revenue $0

TOTAL REVENUE $3,755,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,566,932

Fundraising Expenses $1,482

Program Expenses $2,786,352

Other Expenses $1,935,497

TOTAL EXPENSES $3,502,429

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,755,200	$2,774,100	+0.4%
Expenses	$3,502,429	$3,189,846	+0.1%
Net Income	$252,771	$-415,746	-1.6%

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

234

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
SHARON WOLTERS	CHAIR	1.00	Officer Director	$0	$0	$0
KENTON WELTMER	TREASURER	1.00	Officer Director	$0	$0	$0
TAMMY WINDSCHEFFEL	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY HOWLAND	MEMBER	1.00	Director	$0	$0	$0
BARBIE TIMMONS	MEMBER	1.00	Director	$0	$0	$0
LINDA MORGAN	MEMBER	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
2024	No data	No data	No data	No data
2023	$3,755,200	$3,502,429	$7,747,357	$252,771
2022	$2,774,100	$3,189,846	$7,398,404	$-415,746
2021	$2,669,929	$2,777,492	$7,767,112	$-107,563
2020	$2,739,647	$2,685,287	$7,874,704	$54,360
2019	$1,759,754	$2,045,566	$7,898,537	$-285,812
2018	$2,296,599	$1,617,699	$4,747,011	$678,900

SUNPORCH OF SMITH CENTER INC