SUN LIFE FAMILY HEALTH CENTER INC (EIN 860296211) - 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

1976

Legal Domicile

Phone

5208363446

Tax Period

2024-06-01 to 2025-05-31

SUN LIFE FAMILY HEALTH CENTER INC, founded in 1976, is a mid-sized nonprofit in the Health Care sector that reported $71.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $81.5M exceeded revenue, resulting in a 15% operating deficit.

Mission

SUN LIFE FAMILY HEALTH CENTER DELIVERS AFFORDABLE, ACCESSIBLE & HIGH-QUALITY HEALTH SERVICES, WELLNESS AND EDUCATION TO ALL PEOPLE.

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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 $7,593,237

Program Service Revenue $63,224,937

Investment Income $48,110

Other Revenue $140,054

TOTAL REVENUE $71,006,338

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,293,905

Fundraising Expenses $0

Program Expenses $73,135,155

Other Expenses $38,169,250

TOTAL EXPENSES $81,463,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$71,006,338	$77,108,733	-0.1%
Expenses	$81,463,155	$71,908,546	+0.1%
Net Income	$-10,456,817	$5,200,187	-3.0%

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

707

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

$1,564,207

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELLIE BROWN	SECRETARY	1.0	Officer Director	$0	$0	$0
RONA CURPHY	TREASURER	1.0	Officer Director	$0	$0	$0
SHIRLEY KELLY	CHAIR	1.0	Officer Director	$0	$0	$0
CLINTON NORMORE	DIRECTOR	1.0	Director	$0	$0	$0
GORDON NEDOM	DIRECTOR	1.0	Director	$0	$0	$0
JOHN HERNANDEZ	DIRECTOR	1.0	Director	$0	$0	$0
MARIE ROYBAL	DIRECTOR	1.0	Director	$0	$0	$0
MARILYN COOPER-LUNT	DIRECTOR	1.0	Director	$0	$0	$0
TIM SARNOWSKI	DIRECTOR	1.0	Director	$0	$0	$0
EDDIE ESTRADA MD	CEO	40.0	Officer	$519,054	$31,523	$550,577
JESSICA COVEY	CFO	40.0	Officer	$258,809	$34,225	$293,034
JONATHAN WILLMS	CMO	40.0	Officer	$443,560	$39,976	$483,536
MICHELOV RHAU	COO	40.0	Officer	$224,015	$13,045	$237,060
DANIELLE HERRIED	Physician	40.0	Highest	$342,062	$19,292	$361,354
LOGAN WALTER	Physician	40.0	Highest	$436,081	$45,017	$481,098
PAVEL PETKOV	Physician	40.0	Highest	$423,535	$21,054	$444,589
SUSAN STEIN	Physician	40.0	Highest	$373,836	$21,921	$395,757
TAKISH ZIAD	Pediatric Dentist	40.0	Highest	$364,463	$43,305	$407,768

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	$71,006,338	$81,463,155	$74,607,090	$-10,456,817
2024	$77,108,733	$71,908,546	$65,637,361	$5,200,187
2023	$66,286,042	$61,725,954	$63,881,678	$4,560,088
2022	$64,448,701	$55,724,645	$50,187,289	$8,724,056
2021	$57,583,446	$49,561,467	$44,660,790	$8,021,979
2020	$48,020,556	$44,045,569	$38,169,555	$3,974,987
2019	$45,488,105	$42,884,519	$30,011,325	$2,603,586
2018	$44,657,236	$44,160,854	$27,042,285	$496,382

SUN LIFE FAMILY HEALTH CENTER INC