Sunshine House Inc

Nonprofit profile at a glance

EIN
391149038
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Sturgeon Bay, WI, USA
Phone
9207437943
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Centers to Support the Independence of Specific Populations

Reported finances

Revenue
$2,655,078
Expenses
$2,400,252
Assets
$4,049,084
Liabilities
$292,596

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • SARAH TRAEGER (PRESIDENT)
  • LARRY ALFRED (VICE PRESIDENT)
  • BARRY METZENTINE (CEO)

Highest reported compensation

  • BARRY METZENTINE (CEO): $151,915 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Sunshine resources of door county provides quality experiences that promote growth and independence for individuals with disabilities and disadvantages.

What it reported doing in 2025

Our adult day service programs include both the sunshine house and sunflower cottage. The sunshine house provides opportunities for clients of all abilities, whether they need more one-to-one care or wish to participate in group programing. Each day is filled with exploration, adventure, and creativity. Activities are specifically designed to meet the abilities and interests of all to ensure full participation. Reading, playing games, arts, and crafts, researching topics of interest as well as off-site day trips to attractions and events are some of the fun activities available. Sunflower cottage provides day services for individuals who may be diagnosed with parkinsons, alzheimer's or dementia; or seniors looking for socialization and companionship. Our private, home-like setting provides a peaceful atmosphere to provide the comfortable feeling of home, with their own kitchen, restroom and living area to relax by the fireplace. Compassionate caregivers assist in ensuring participants have a comfortable and meaningful day. Lifelong learning activities are happening throughout the day.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 70
  • Accountability: 95
  • Sustainability: 53
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.8%; rating input score 95
  • Program expense ratio: 78%; rating input score 78
  • Fundraising efficiency: $10.02 raised per $1 spent on fundraising; rating input score 35; 35th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • 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: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 9.6%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 1.69; rating input score 52; 52nd percentile among comparable filings
  • Liabilities to assets ratio: 0.07; rating input score 54; 54th percentile among comparable filings
  • Officer compensation ratio: 6.3%; rating input score 48; 48th percentile among comparable filings

Growth

  • Program expense growth: 2.9% per year; rating input score 100; 24th percentile among comparable filings
  • Revenue growth: 4.4% per year; rating input score 100; 32nd percentile among comparable filings
  • Asset growth: 4.3% per year; rating input score 100; 29th percentile among comparable filings

Details

  • Where the money goes: 94.8% of revenue deployed · 78% of spending went to programs
  • Governance: 10 of 10 board members independent · 7 of 8 filing controls reported
  • Programs: 4 filed program accomplishments · $1.9M in reported program spending
  • Leadership: top reported pay $152K · 11 people listed · 1 of 6 pay-setting controls reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

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.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 35/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Sustainability: Total-asset coverage ratio scored 52/100.
  • Moderate — Sustainability: Officer compensation ratio scored 48/100.
  • Review — Sustainability: Liabilities to assets ratio scored 54/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.