Sunny Glen Senior Community Inc (EIN 946100111) - 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

1963

Legal Domicile

Principal Officer

Mark Ballock

Phone

5105039326

Tax Period

2024-01-01 to 2024-12-31

Sunny Glen Senior Community Inc, founded in 1963, is a small nonprofit that reported $204K in total revenue in fiscal year 2024. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $434K exceeded revenue, resulting in a 112% operating deficit.

Mission

The organization is a 229 unit California homeowner association that provides management and maintenance to the common area property.

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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 $179,614

Program Service Revenue $24,584

Investment Income $175

Other Revenue $0

TOTAL REVENUE $204,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $388,637

Other Expenses $434,072

TOTAL EXPENSES $434,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,373	$503,171	-0.6%
Expenses	$434,072	$447,140	0.0%
Net Income	$-229,699	$56,031	-5.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mark Ballock	President	1.00	Officer Director	$0	$0	$0
Heidi Louewart	Secretary	1.00	Officer Director	$0	$0	$0
Allison Gannon	Vice President	1.00	Officer Director	$0	$0	$0
Marianne Dimick	Treasurer	1.00	Officer Director	$0	$0	$0
Brian Cotton	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
2024	$204,373	$434,072	$95,415	$-229,699
2023	$503,171	$447,140	$268,604	$56,031

Sunny Glen Senior Community Inc