LIFESTREAM COMPLETE SENIOR LIVING AT SUN RIDGE INC

EIN: 860712529 501(c)(3)

YOUNGTOWN, AZ

Total Revenue
$7,500
Total Expenses
$15,583
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
AZ
Principal Officer
NATHAN MERRILL
Phone
7194875386
Tax Period
2023-01-01 to 2023-12-31

LIFESTREAM COMPLETE SENIOR LIVING AT SUN RIDGE INC, founded in 1992, is a micro nonprofit that reported $8K in total revenue in fiscal year 2023. Expenses of $16K exceeded revenue, resulting in a 108% operating deficit.

Mission

OUR MISSION IS TO SERVE SENIORS BY ENRICHING THEIR PHYSICAL, EMOTIONAL AND SPIRITUAL HEALTH IN A CLOSE-KNIT COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

THE ENTITY WAS A PROVIDER OF SENIOR LIVING HOUSING AND SERVICES. THE ASSETS WERE SOLD IN 2021. IN 2023, THERE WAS MINIMAL ACTIVITY DUE TO THE SALE AND CLOSURE OF THE ENTITY.

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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 $0
Other Revenue $7,500
TOTAL REVENUE $7,500

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $15,583
TOTAL EXPENSES $15,583

Year-over-Year Comparison

2023 2022 Change
Revenue $7,500 $-6,726 -2.1%
Expenses $15,583 $22,677 -0.3%
Net Income $-8,083 $-29,403 -0.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
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
7
$1,101,470
Total Directors
10
$1,253,970
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICK SUMMERS BOARD MEMBER / COO 1.00
Officer Director
$0 $13,033 $254,542
DANA RASIC BOARD CHAIR/CEO 1.00
Officer Director
$0 $15,902 $380,291
DAN VAGLE BOARD MEMBER 0.10
Officer Director
$0 $0 $61,000
NATHAN MERRILL TREASURER / CFO 1.00
Officer Director
$0 $20,032 $269,393
AUSTIN HARBACH ASSISTANT SECRETARY 0.10
Officer Director
$0 $10,479 $125,791
TOM WORKMAN ASSISTANT SECRETARY 0.10
Officer Director
$0 $0 $0
DALE TURNER BOARD MEMBER 0.10
Director
$0 $0 $61,000
DON MORGAN BOARD MEMBER 0.10
Director
$0 $0 $61,000
JENNY KENNEDY BOARD MEMBER 0.10
Officer Director
$0 $0 $10,453
LARRY SMITH BOARD MEMBER 0.10
Director
$0 $0 $30,500
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
2023 $7,500 $15,583 No data $-8,083
2022 $-6,726 $22,677 $11,233,337 $-29,403
2021 $7,517,325 $3,204,158 $11,317,146 $4,313,167
2020 $4,608,191 $4,149,428 $7,817,800 $458,763
2019 $4,089,138 $4,137,096 $7,365,076 $-47,958
2018 $4,252,330 $4,209,910 $7,413,493 $42,420
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