Sunset House INC EIN 22-3070946 Form 990 (PDF) Claim this org

Sunset House INC FY2021 filing

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Offers home hospice care with health professionals and volunteers for the terminally ill. For fiscal year 2021 it reported $103K in revenue, $79K in expenses, and $993K in net assets.Pt I

Type
Public charity (501(c)(3)) · Human Services
Location
Rochester, NY
Filings
5 on file (2021–2021)
Revenue
$103KFY2021
Expenses
$79K
Net assets
$993K
People
14
Filings
5
Updates
0
More identity details & actions ⌄
EIN  22-3070946 Public charity (501(c)(3)) Rochester, NY
Form 990 (PDF)
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →
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Size
$100K–1M
What they do
Offers home hospice care with health professionals and volunteers for the terminally ill.
Leadership
Laurie Holmes · Executive Director · $7K
Money in and out
$103K revenue, $79K expenses
Bottom line
52% program efficiency
Where the money goes · FY2021
Total revenue
$103K
Pt VIII · Ln 12
Total expenses
$79K
Pt IX · Ln 25
Net assets
$993K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $24K
Where spending went · Part IX cols B–D
Program services $0.52 Management & general $0.48
Program efficiency
52%
of spending reaches programs
Operating runway
141.3mo
months of highly liquid reserves at operating expense rate
Surplus margin
+24%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2021 · Form 990
Revenue
$103K
FY2021
Expenses
$79K
FY2021
Total assets
$993K
FY2021
Total liabilities
$0
FY2021
Total revenue
$103K
Pt VIII · Ln 12
Total expenses
$79K
Pt IX · Ln 25
Net assets
$993K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$24K
Total assetsPt X · Ln 16$993K
Program-expense ratioPt IX · col B52%
Voting members of governing bodyPt I · Ln 314
Independent voting membersPt I · Ln 4pending
Mission & Programs · Part III

Where the work happens

1 program service account for $41K of program spending, described in the organization's own filed words · FY2020.
01

Provide a home and facilitated services to terminally ill individuals

$41Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CSunset House INC
EINHdr · item D22-3070946
Principal addressHdr · item CRochester, NY
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MNY
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P74Z)
Ruling yearIRS BMFJul 1994

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a14
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aNo
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Executive Director
$7,246Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Andrea Calloway’s $72K as Executive Director is at the 63rd percentile of top reported officer pay among 2164 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Andrea Calloway$71,660$61,940$82,042$77,208
Laurie Holmes$7,246

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Investment income$42K · 41%
Contributions & grants$35K · 34%
Other revenue$26K · 25%
Investment income41%$42K
Contributions & grants34%$35K
Other revenue25%$26K
Total revenueLn 12$103K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.52 Management & general $0.48
Program services52%$41K
Management & general48%$38K
Total functional expensesLn 25$79K

Balance Sheet

Part X · end of year
CashLn 1$17K
Total assetsLn 16$993K
Total liabilitiesLn 26$0
Total net assetsLn 32$993K
Months of cash on handcomputed2.6

Financial Metrics

Form 990 · FY2021 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $928K · Operating expenses/yr $79K
141.3 months
Where the money goes
Program services
Program services $41K · Total expenses $79K
52%
Management & General
Management & general $38K · Total expenses $79K
48%
Fundraising
Fundraising $0 · Total expenses $79K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $35K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $35K · Total revenue $103K
34%
Government reliance
Government grants — · Total revenue $103K
Earned-income share
Program service revenue $0 · Total revenue $103K
0%
Investment reliance
Investment income $42K · Total revenue $103K
+41%
Program self-sufficiency
Program service revenue $0 · Total expenses $79K
0%
Growth & trend
Revenue growth (YoY)
This year $103K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $993K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $103K · Expenses $79K
+24%
Liabilities-to-Assets
Total liabilities — · Total assets $993K
Net-asset ratio
Net assets $993K · Total assets $993K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $911K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $993K
92%
People & payroll
Highest Reported Total Compensation
Individual Laurie Holmes · Reported title Executive Director · Highest reported compensation $7K · Total expenses $79K
9%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $47K · Total expenses $79K
60%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 52%
Overhead ratio 48%
Fundraising cost ratio 0%
Investment management fee ratio 0.6%
Accounting fee ratio 2%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$7K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$322K revenue · ⤓ 990 PDF
FY2024$360K revenue · ⤓ 990 PDF
FY2023$308K revenue · ⤓ 990 PDF
FY2022$187K revenue · ⤓ 990 PDF
FY2021$103K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2021IRS
Classification, formation year, addressIRS Business Master File
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