SIERRA MENTAL WELLNESS GROUP (EIN 237249387) - 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

1970

Legal Domicile

Principal Officer

NICOLE VANNEMAN

Phone

9167835207

Tax Period

2023-07-01 to 2024-06-30

SIERRA MENTAL WELLNESS GROUP, founded in 1970, is a mid-sized nonprofit that reported $10.8M in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE PROFESSIONAL AND AFFORADABLE INDIVIDUAL, COUPLE AND FAMILY COUNSELING, CRISIS SERVICES, CHILD AND ADOLESCENT PROGRAMS TO THE PEOPLE IN AND AROUND PLACER COUNTY CALIFORNIA.

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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 $10,512,450

Program Service Revenue $248,144

Investment Income $565

Other Revenue $0

TOTAL REVENUE $10,761,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,772,417

Fundraising Expenses $0

Program Expenses $8,773,186

Other Expenses $1,922,674

TOTAL EXPENSES $10,695,091

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,761,159	$7,211,679	+0.5%
Expenses	$10,695,091	$7,291,084	+0.5%
Net Income	$66,068	$-79,405	-1.8%

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

189

Volunteers

N/A

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

$316,113

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIA ARNOLD	PRESIDENT	N/A	Officer	$0	$0	$0
BRYAN WAGNER	SECRETARY	N/A	Officer	$0	$0	$0
MARY O'MARA	TREASURER	N/A	Officer	$0	$0	$0
PAUL CARLSON	DIRECTOR	N/A	Director	$0	$0	$0
BRETT BRZYSCZ	DIRECTOR	N/A	Director	$0	$0	$0
NICOLE VANNEMAN	CO/ED	40.00	Officer	$70,300	$2,242	$72,542
BREEANN MILLER	CO/ED	40.00	Officer	$101,296	$2,782	$104,078
JON KERSCHNER	FORMER ED	40.00	Officer	$119,653	$19,840	$139,493
CHRISTINA RIVERA	CRISIS SPECI	40.00	Highest	$127,970	$1,488	$129,458

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	$10,761,159	$10,695,091	$2,782,169	$66,068
2023	$7,211,679	$7,291,084	$2,058,622	$-79,405
2022	$7,022,377	$7,166,494	$2,210,354	$-144,117
2021	$8,234,132	$6,992,288	$2,196,413	$1,241,844
2020	$6,917,787	$6,915,456	$2,062,723	$2,331
2019	$6,675,312	$6,591,929	$866,517	$83,383
2018	$5,153,915	$5,056,479	$734,803	$97,436

SIERRA MENTAL WELLNESS GROUP