Sunny Oaks Inc (EIN 930751741) - 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

1979

Legal Domicile

Phone

5033707973

Tax Period

2024-07-01 to 2025-06-30

Sunny Oaks Inc, founded in 1979, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

Sunny Oaks provides 24 hour residential services, supported living, nutritional, community and training services for individuals with I/DD (Intellectual and/or Developmental Disabilities) referred by state and county governments. Services are provided in group homes owned and/or operated by Sunny Oaks, or to individuals living in their own residence.

🔒

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 $0

Program Service Revenue $6,007,628

Investment Income $30,181

Other Revenue $7,000

TOTAL REVENUE $6,044,809

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,235,472

Fundraising Expenses $0

Program Expenses $5,579,217

Other Expenses $1,103,531

TOTAL EXPENSES $6,339,003

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,044,809	$6,534,117	-0.1%
Expenses	$6,339,003	$6,086,762	+0.0%
Net Income	$-294,194	$447,355	-1.7%

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

171

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jared Weekly	Executive Director	40.00		$98,351	$13,893	$112,244
Char Herrold	Director	0.00	Officer Director	$0	$0	$0
Suzanne D'Anna	President	0.00	Officer Director	$0	$0	$0
Carol Dronen	Director	0.00	Director	$0	$0	$0
Aaron Brown	Treasurer	0.00	Officer Director	$0	$0	$0
Karla Kappel	Director	0.00	Director	$0	$0	$0
Lorie Fontaine	Director	0.00	Officer Director	$0	$0	$0
Carole Shavere	Secretary	0.00	Officer 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	$6,044,809	$6,339,003	$5,035,357	$-294,194
2024	$6,534,117	$6,086,762	$5,139,614	$447,355
2023	$7,007,001	$6,261,712	$4,931,859	$745,289
2022	$6,576,680	$6,584,228	$4,050,409	$-7,548
2021	$6,907,926	$6,077,556	$2,987,901	$830,370
2020	$5,857,802	$5,764,523	$2,880,715	$93,279
2019	$5,502,596	$5,360,998	$1,948,706	$141,598
2018	$5,625,271	$5,635,004	$1,834,707	$-9,733

Sunny Oaks Inc