SUNSTONE WAY (EIN 862296287) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

HOLLIE MILLER

Phone

5035724987

Tax Period

2024-07-01 to 2025-06-30

SUNSTONE WAY, founded in 2021, is a mid-sized nonprofit in the Housing & Shelter sector that reported $18.0M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. Expenses of $17.3M left a modest 4% surplus.

Mission

OUR MISSION IS TO PARTNER WITH NEIGHBORS, BOTH HOUSED & UNHOUSED, TO UNLOCK A SUSTAINABLE SENSE OF HOME. BY PROVIDING SAFE SHELTER, COMPREHENSIVE WRAP-AROUND SERVICES, AND HOUSING RESOURCES THROUGHOUT OUR 5 SHELTER PROGRAMS IN THE PORTLAND METRO AREA, WE HELP PARTICIPANTS BUILD RESILIENCY SO THEY CAN MOVE ALONG THE PATH TO HOPE & HOUSING.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $414,277

Program Service Revenue $17,596,193

Investment Income $0

Other Revenue $-2,957

TOTAL REVENUE $18,007,513

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,409,071

Fundraising Expenses $0

Program Expenses $15,453,053

Other Expenses $5,892,673

TOTAL EXPENSES $17,301,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,007,513	$13,314,685	+0.4%
Expenses	$17,301,744	$13,104,193	+0.3%
Net Income	$705,769	$210,492	+2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

317

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

$257,070

Total Directors

$104,950

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW GOEBEL	EXECUTIVE DI	40.00	Officer	$144,893	$7,227	$152,120
NANCYANNE SMITH	SR DIR OF SH	40.00	Highest	$120,852	$7,227	$128,079
ALICIA HOVANAS	DIR OF OPERA	40.00	Highest	$120,262	$12,639	$132,901
THOMAS MCAVOY	DIR OF RETEN	40.00	Highest	$111,155	$5,724	$116,879
DEVON HOYT	DIR OF COM &	40.00	Highest	$107,705	$5,927	$113,632
ELENA HESS	ASSOC.DIR OF	40.00	Highest	$107,268	$7,023	$114,291
HOLLIE MILLER	CFO/TREASURE	40.00	Officer Director	$98,989	$5,961	$104,950
JAIME DUNN	INTERIM CHAI	1.00	Officer Director	$0	$0	$0
GAVIN DLUEHOSH	SECRETARY	1.00	Officer Director	$0	$0	$0
A'JAY SCIPIO	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA MASON	DIRECTOR	1.00	Director	$0	$0	$0
SAHAAN MCKELVEY	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	$18,007,513	$17,301,744	$4,996,912	$705,769
2024	$13,314,685	$13,104,193	$2,337,026	$210,492
2023	$9,498,555	$8,941,526	$1,936,233	$557,029
2022	$5,671,692	$4,190,848	$1,603,235	$1,480,844
2022	$5,671,692	$4,120,605	$1,673,478	$1,551,087

SUNSTONE WAY