SUNSHINE ENRICHMENT COOPERATIVE (EIN 952075868) - 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

1964

Legal Domicile

Principal Officer

Portia K Fischer

Phone

7142905747

Tax Period

2023-08-01 to 2024-07-31

SUNSHINE ENRICHMENT COOPERATIVE, founded in 1964, is a small nonprofit that reported $303K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $267K left a modest 12% surplus.

Mission

Organization provides the opportunity for parents to be included in their childs education and to create a nurting learning environment utilizing a Home School Enrichment Center model.

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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 (2023)

Revenue Breakdown

Contributions & Grants $302,912

Program Service Revenue $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $302,915

Expense Breakdown

Grants Paid $0

Salaries & Benefits $155,327

Fundraising Expenses $3,616

Program Expenses $256,365

Other Expenses $111,600

TOTAL EXPENSES $266,927

Year-over-Year Comparison

	2023	2022	Change
Revenue	$302,915	$265,914	+0.1%
Expenses	$266,927	$273,847	0.0%
Net Income	$35,988	$-7,933	-5.5%

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

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

$36,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jacyln Peterson	President	10.00	Officer	$0	$0	$0
Jane Macris	Vice President	3.00	Officer	$0	$0	$0
Crystal Delle	Treasurer/Teacher	5.00	Officer	$36,250	$0	$36,250
Jessica Girad	Asst. Treasurer	5.00	Officer	$0	$0	$0
Tara Jimenez	Secretary	3.00	Officer	$0	$0	$0
Alicia Swanson	Ways and Means	5.00	Officer	$0	$0	$0
Whitney Persson	Ways and Means	5.00	Officer	$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	$302,915	$266,927	$75,682	$35,988
2023	$265,914	$273,847	$39,696	$-7,933
2022	$238,629	$247,506	$46,148	$-8,877

SUNSHINE ENRICHMENT COOPERATIVE