Sunset Hall Inc (EIN 951856333) - 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

Phone

3236605277

Tax Period

2018-05-01 to 2019-04-30

Sunset Hall Inc is a micro nonprofit that reported $64K in total revenue in fiscal year 2018. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $212K exceeded revenue, resulting in a 229% operating deficit.

Mission

To develop and provide enrichment programs for seniors

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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 (2018)

Revenue Breakdown

Contributions & Grants $3,945

Program Service Revenue $15,199

Investment Income $45,221

Other Revenue $0

TOTAL REVENUE $64,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $84,404

Fundraising Expenses $21,198

Program Expenses $169,633

Other Expenses $127,636

TOTAL EXPENSES $212,040

Year-over-Year Comparison

	2018	2017	Change
Revenue	$64,365	$83,937	-0.2%
Expenses	$212,040	$221,280	0.0%
Net Income	$-147,675	$-137,343	+0.1%

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

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
Fred Aronow	President	0.00	Officer	$0	$0	$0
Marguerite Stouthamer	Vice President	0.00	Officer	$0	$0	$0
Robert Boller	Treasurer	0.00	Officer	$0	$0	$0
Steven Marchand	Secretary	0.00	Officer	$0	$0	$0
Wendy Caputo	Executive Director	40.00	Highest	$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
2019	$64,365	$212,040	$722,135	$-147,675
2018	$83,937	$221,280	$869,810	$-137,343

Sunset Hall Inc