Civic Intelligence

Sunburst Homes Inc.

990EZ • Fiscal year 2017 • EIN 63-0955728

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 11, 2017

Organization ProfileN/A
PO Box 3511Jasper, AL 35502

(205) 387-0541

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

97th percentile

1.79x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

3.71x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

36th percentile

-1.7%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-5.5%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

-1.9%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$404,525

Down $23,354 (-5.5%) from 2016

Net Assets

Down

-$317,690

Down $3,381 (-1.1%) from 2016

Liabilities

Down

$722,215

Down $19,973 (-2.7%) from 2016

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin36th percentile

Revenue

Down

$194,511

Down $3,818 (-1.9%) from 2016

Expenses

Up

$197,892

Up $1,312 (+0.7%) from 2016

Net Income

Down

-$3,381

Down $5,130 (-293%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2011: $563,352Liabilities 2011: $774,752Net Assets 2011: -$211,4002011Assets 2012: $545,717Liabilities 2012: $763,622Net Assets 2012: -$217,9052012Assets 2013: $503,638Liabilities 2013: $763,624Net Assets 2013: -$259,9862013Assets 2014: $480,185Liabilities 2014: $771,352Net Assets 2014: -$291,1672014Assets 2015: $444,633Liabilities 2015: $760,691Net Assets 2015: -$316,0582015Assets 2016: $427,879Liabilities 2016: $742,188Net Assets 2016: -$314,3092016Assets 2017: $404,525Liabilities 2017: $722,215Net Assets 2017: -$317,6902017Assets 2018: $392,738Liabilities 2018: $720,749Net Assets 2018: -$328,0112018Assets 2019: $390,619Liabilities 2019: $712,503Net Assets 2019: -$321,8842019Assets 2020: $367,967Liabilities 2020: $675,290Net Assets 2020: -$307,3232020Assets 2021: $344,922Liabilities 2021: $642,838Net Assets 2021: -$297,9162021Assets 2022: $320,482Liabilities 2022: $622,217Net Assets 2022: -$301,7352022Assets 2023: $299,486Liabilities 2023: $584,630Net Assets 2023: -$285,1442023Assets 2024: $277,135Liabilities 2024: $545,282Net Assets 2024: -$268,1472024

Highlighted filing

2017

Assets$404,525
Liabilities$722,215
Net Assets-$317,690
Open 2017 Filing

Operations Trend

Revenue Growth45th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $205,1332011Expenses 2012: $196,0532012Revenue 2013: $176,756Expenses 2013: $218,837Net Income 2013: -$42,0812013Revenue 2014: $180,753Expenses 2014: $211,933Net Income 2014: -$31,1802014Revenue 2015: $187,662Expenses 2015: $212,553Net Income 2015: -$24,8912015Revenue 2016: $198,329Expenses 2016: $196,580Net Income 2016: $1,7492016Revenue 2017: $194,511Expenses 2017: $197,892Net Income 2017: -$3,3812017Revenue 2018: $202,976Expenses 2018: $213,297Net Income 2018: -$10,3212018Revenue 2019: $207,763Expenses 2019: $201,636Net Income 2019: $6,1272019Revenue 2020: $214,094Expenses 2020: $199,533Net Income 2020: $14,5612020Revenue 2021: $213,366Expenses 2021: $203,959Net Income 2021: $9,4072021Revenue 2022: $196,510Expenses 2022: $200,329Net Income 2022: -$3,8192022Revenue 2023: $208,269Expenses 2023: $191,678Net Income 2023: $16,5912023Revenue 2024: $221,871Expenses 2024: $204,874Net Income 2024: $16,9972024

Highlighted filing

2017

Revenue$194,511
Expenses$197,892
Net Income-$3,381
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 11, 2017
Return Version
2016v3.0
Gross Receipts
$194,511
Mission and Program Overview

Mission

To provide housing for mentally ill individuals in a government subsidized group home setting.

Program Services

DescriptionGrantsExpenses
PROVIDE HOUSING FOR MENTALLY ILL INDIVIDUALS IN A GROUP HOME SETTING-$156,144
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATTY POEPresident-$0--
AL ELBERTVP-$0--
SAMANTHA HOWARDSecretary-$0--
JOE MCCLUNEYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Sunburst Homes Inc
EIN
63-0955728
Phone
2053870541
Address
PO BOX 3511, JASPER, AL 35502

Signing Officer

Name
Patty Poe
Title
President
Phone
2053870541
Signed
2017-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Phillip Morgan & Company Pc
Address
3176 CAHABA HEIGHTS RD STE 100, BIRMINGHAM, AL 35243
Preparer
Phillip D Morgan CPA
Phone
2057768910
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses interest expense 54,800 insurance 7,796 office expense 4,549 repairs & maintenance 20,128 management fee 12,027 non-investment depreciation 27,020 total 126,320”

Form 990-ez, Part II, Line 24

“Buildings & furniture 963,465 963,465 less accumulated depreciation 603,411 630,431 total 360,054 333,034”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 81,752 85,026 mortgage and other notes payable 660,436 637,189”

Form 990-ez, Part III

“To provide housing for mentally ill individuals in a government subsidized group home setting.”

Raw XML Appendix144 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0JUDY STUCKEY
IRS990EZ/BooksInCareOfDetail/PhoneNum02053870541
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JASPER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024625
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3381
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IRS990EZ/GrossReceiptsAmt0194511
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/LandAndBuildingsGrp/BOYAmt043200
IRS990EZ/LandAndBuildingsGrp/EOYAmt043200
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-314309
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-317690
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-314309
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-317690
IRS990EZ/OccupancyRentUtltsAndMaintAmt039920
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PATTY POE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AL ELBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SAMANTHA HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE MCCLUNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0360054
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0333034
IRS990EZ/OtherExpensesTotalAmt0126320
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE HOUSING FOR MENTALLY ILL INDIVIDUALS IN A GOVERNMENT SUBSIDIZED GROUP HOME SETTING.
IRS990EZ/ProgramServiceRevenueAmt097539
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE HOUSING FOR MENTALLY ILL INDIVIDUALS IN A GROUP HOME SETTING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0156144
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt026640
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0742188
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0722215
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0197892
IRS990EZ/TotalProgramServiceExpensesAmt0156144
IRS990EZ/TotalRevenueAmt0194511
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt096966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt098697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt096333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt085999
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt085025
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt049
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt097
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt097545
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt0463020
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt096966
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IRS990ScheduleA/TotalSupportAmt0463117
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INTEREST EXPENSE 54,800 INSURANCE 7,796 OFFICE EXPENSE 4,549 REPAIRS & MAINTENANCE 20,128 MANAGEMENT FEE 12,027 NON-INVESTMENT DEPRECIATION 27,020 TOTAL 126,320
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUILDINGS & FURNITURE 963,465 963,465 LESS ACCUMULATED DEPRECIATION 603,411 630,431 TOTAL 360,054 333,034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 81,752 85,026 MORTGAGE AND OTHER NOTES PAYABLE 660,436 637,189
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE HOUSING FOR MENTALLY ILL INDIVIDUALS IN A GOVERNMENT SUBSIDIZED GROUP HOME SETTING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTY POE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02053870541
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNBURST HOMES INC
ReturnHeader/Filer/BusinessNameControlTxt0SUNB
ReturnHeader/Filer/EIN0630955728
ReturnHeader/Filer/PhoneNum02053870541
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3511
ReturnHeader/Filer/USAddress/CityNm0JASPER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035502
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId031825594DF564851E25C1F26DBFEC8C8253FAFF1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208222772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PHILLIP MORGAN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03176 CAHABA HEIGHTS RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02057768910
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP D MORGAN CPA
ReturnHeader/ReturnTs02017-11-13T08:32:59-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$404,525
Liabilities
$722,215
Net assets
-$317,690
Revenue
$194,511
Expenses
$197,892
Net income
-$3,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.77$5.45$2.68$2.22$2.05$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.99$5.85$2.85$2.08$1.92$0.17
2022Detailed filing. Detailed filing data is available for this year.$3.20$6.22$3.02$1.97$2.00$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.45$6.43$2.98$2.13$2.04$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.68$6.75$3.07$2.14$2.00$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.91$7.13$3.22$2.08$2.02$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.93$7.21$3.28$2.03$2.13$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.05$7.22$3.18$1.95$1.98$0.03
2016Detailed filing. Detailed filing data is available for this year.$4.28$7.42$3.14$1.98$1.97$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.45$7.61$3.16$1.88$2.13$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.80$7.71$2.91$1.81$2.12$0.31
2013Summary only. Only limited summary data is available for this year.$5.04$7.64$2.60$1.77$2.19$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.46$7.64$2.18$1.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$7.75$2.11$2.05