SUNNY VIEW LUTHERAN COMMUNITY & SERVICES (EIN 870742846) - 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

2005

Legal Domicile

Principal Officer

EDUARDO SALVADOR

Phone

8182544100

Tax Period

2020-04-01 to 2021-03-31

SUNNY VIEW LUTHERAN COMMUNITY & SERVICES, founded in 2005, is a small nonprofit that reported $400K in total revenue in fiscal year 2020. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $359K left a modest 10% surplus.

Mission

PROVIDE RESIDENTIAL, HEALTH, SOCIAL AND RELATED SERVICES TO OLDER ADULTS AND OTHER PEOPLE IN NEED. DEDICATED TO THE PROMOTION OF THE SERVICE MINISTRY OF THE LUTHERAN CHURCH

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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 (2020)

Revenue Breakdown

Contributions & Grants $189,406

Program Service Revenue $0

Investment Income $210,981

Other Revenue $0

TOTAL REVENUE $400,387

Expense Breakdown

Grants Paid $288,186

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $306,372

Other Expenses $70,499

TOTAL EXPENSES $358,685

Year-over-Year Comparison

	2020	2019	Change
Revenue	$400,387	$541,878	-0.3%
Expenses	$358,685	$540,170	-0.3%
Net Income	$41,702	$1,708	+23.4%

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
LYNN NORTH	CHAIR	1.0	Officer Director	$0	$0	$0
ELANOR INSERPI	SECRETARY	1.0	Officer Director	$0	$0	$0
LINDA CONOVER	TREASURER	1.0	Officer Director	$0	$0	$0
BARBARA MASSA	VP MCAFEE/INTEL	1.0	Officer Director	$0	$0	$0
ANNA HOEGEL	RETIRED TREASURER OF AUXILIARY	1.0	Director	$0	$0	$0
ALAN BRAUNER	MEMBER	1.0	Director	$0	$0	$0
DOUGLAS DAETZ	MEMBER	1.0	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
2021	$400,387	$358,685	No data	$41,702
2020	$541,878	$540,170	$3,341,882	$1,708
2019	$660,540	$549,097	$3,832,339	$111,443
2018	$282,119	$218,883	$3,588,866	$63,236

SUNNY VIEW LUTHERAN COMMUNITY & SERVICES