Sunflower Wellness

Nonprofit profile at a glance

EIN
201794982
IRS 990 coverage
2019–2019
Forms available
Form 990 2019
Location
San Francisco, CA, USA
Phone
4158280375
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Services N.E.C.

Official website

Reported finances

Revenue
$224,715
Expenses
$362,776
Assets
$182,918
Liabilities
$69,027

Source: IRS Form 990. Selected filing: tax year 2019. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • Maria Sousa (Executive Director)

Highest reported compensation

  • Regan Fedric (Program Director): $66,698 total reported compensation
  • Maria Sousa (Executive Director): $57,937 total reported compensation
  • Jane Clark (Program Director): $36,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Empower people living w/ cancer to find strength and support thru exercise. Bridge gap betw med. treatment physical activity by working w/ oncologists to bring exercise directly to patients. Use the latest cancer fitness research to set stds in field. Promote healing sense of well-being while helping clients gain control thru recovery process

What it reported doing in 2019

Fitness Club Operate gym class membership programs at multiple Bay Area gyms to provide ongoing exercise opportunities for people living with cancer. In 2018, we taught a total of 5 weekly classes. Exercise Counseling Operate Cancer-Exercise Counseling services at clinical locations from Marin County to the South Bay, including at Marin General Hospital, UCSFs Cancer Center, and the Stanford Cancer Center. We also offer free Exercise Counseling sessions at Charlotte Maxwell Clinic in Oakland, at the Shanti Project in San Francisco, and to patients at Kaiser in Marin and San Francisco, in addition to patients at other locations.

Operating model

Revenue model
Donor-supported. 67% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of total spending goes to programs and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 92
  • Accountability: 82
  • Sustainability: 12
  • Growth: NotEnoughData

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.9%; rating input score 92
  • Program expense ratio: 56.9%; rating input score 57
  • Fundraising efficiency: $2.94 raised per $1 spent on fundraising; rating input score 13; 13th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 9 controls in place; rating input score 56
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -61.4%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 0.5; rating input score 25; 25th percentile among comparable filings
  • Liabilities to assets ratio: 0.38; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 44.3%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: Limited
  • Asset growth: Limited

Details

  • Where the money goes: 91.9% of revenue deployed · 56.9% of spending went to programs
  • Governance: 7 of 7 board members independent · 5 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $206K in reported program spending
  • Leadership: top reported pay $67K · 10 people listed
  • Consistency: 27 of 27 current checks pass
  • Schedules: 5 filed schedules · includes major donors
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • Review — Financial Efficiency: Program expense ratio scored 57/100.
  • High — Financial Efficiency: Fundraising efficiency scored 13/100.
  • Review — Accountability: Governance controls: 3 of 8 not reported.
  • High — Sustainability: Operating margin scored 4/100.
  • High — Sustainability: Total-asset coverage ratio scored 25/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.