Sierra College Foundation (EIN 237241877) - 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

1972

Legal Domicile

Phone

9166607020

Tax Period

2023-07-01 to 2024-06-30

Sierra College Foundation, founded in 1972, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2023. Revenue surged 127% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 63% operating margin.

Mission

PROVIDE OUR COMMUNITY THE OPPORTUNITY TO INVEST IN THE DEVELOPMENT OF QUALITY EDUCATIONAL OPPORTUNITIES FOR ALL AT SIERRA JOINT COMMUNITY COLLEGE DISTRICT. RAISE FUNDS IN SUPPORT OF OUR STUDENTS AND COLLEGE PROGRAMS.

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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 $3,165,820

Program Service Revenue $0

Investment Income $868,060

Other Revenue $42,634

TOTAL REVENUE $4,076,514

Expense Breakdown

Grants Paid $877,994

Salaries & Benefits $419,509

Fundraising Expenses $192,685

Program Expenses $1,018,543

Other Expenses $218,244

TOTAL EXPENSES $1,515,747

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,076,514	$1,796,974	+1.3%
Expenses	$1,515,747	$1,423,560	+0.1%
Net Income	$2,560,767	$373,414	+5.9%

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

$164,962

Total Directors

$512,553

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA MERZ	VP RESOURCE DEVELOPMENT	1.0	Officer Director	$0	$0	$0
ED BONNER	PRESIDENT	1.0	Officer Director	$0	$0	$0
GRACE BOWEN	VP GOVERNANCE	1.0	Officer Director	$0	$0	$0
JOHN CRENSHAW	VP STRATEGIC PLAN (Until Sept 2023)	1.0	Officer Director	$0	$0	$0
KEVIN BARRI	VICE PRESIDENT	1.0	Officer Director	$0	$0	$0
KRIS MAPES	TREASURER/CFO	1.0	Officer Director	$0	$0	$0
Michael Wagener	SECRETARY	1.0	Officer Director	$0	$0	$0
ROBERT DUGAN	IMMEDIATE PAST PRESIDENT	1.0	Officer Director	$0	$0	$0
CAITLIN ROSS	MEMBER (until Sept 2023)	1.0	Director	$0	$0	$0
CARI DAWSON-BARTLEY	SIERRA COLLEGE BOARD OF TRUSTEES	1.0	Director	$0	$0	$0
DAVE BRENINGER	MEMBER	1.0	Director	$0	$0	$0
DEBBIE REITTER	MEMBER	1.0	Director	$0	$0	$0
HOLLY TICHE	MEMBER	1.0	Director	$0	$0	$0
JOSH HART	MEMBER	1.0	Director	$0	$0	$0
JUDY EAST	NCC COORDINATING COUNCIL	1.0	Director	$0	$0	$0
LAURA LATIMER	MEMBER	1.0	Director	$0	$0	$0
MERRYL TENGESDAL	MEMBER	1.0	Director	$0	$0	$0
NED COHEN	MEMBER	1.0	Director	$0	$0	$0
ROBIN KLOMPARENS	MEMBER (Until Jan 2024)	1.0	Director	$0	$0	$0
ROBIN TRIMBLE	MEMBER	1.0	Director	$0	$0	$0
RYAN RONCO	MEMBER	1.0	Director	$0	$0	$0
WILLY DUNCAN	DISTRICT PRESIDENT/SUPERINTENDENT	1.0	Director	$0	$139,793	$512,553
SONBOL ALIABADI	EXECUTIVE DIRECTOR	59.0	Officer	$156,168	$8,794	$164,962

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
2025	No data	No data	No data	No data
2024	$4,076,514	$1,515,747	$18,809,621	$2,560,767
2023	$1,796,974	$1,423,560	$15,260,194	$373,414
2022	$2,765,235	$1,285,179	$13,418,272	$1,480,056
2021	$2,297,129	$895,427	$14,610,448	$1,401,702
2020	$2,260,217	$1,158,257	$10,895,260	$1,101,960
2020	$2,431,209	$1,329,249	$10,895,260	$1,101,960
2019	$2,147,705	$1,363,061	$9,966,974	$784,644
2018	$1,803,756	$1,361,144	$8,864,876	$442,612

Sierra College Foundation