SIERRA-CASCADE EDUCATION & RESOURCE FUND INC (EIN 274982199) - 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

2009

Legal Domicile

Principal Officer

STEVE WIARD

Phone

5302221290

Tax Period

2023-05-01 to 2024-04-30

SIERRA-CASCADE EDUCATION & RESOURCE FUND INC, founded in 2009, is a small nonprofit in the Human Services sector that reported $316K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

THE ORGANIZATION'S OBJECTIVES ARE TO PROVIDE SEMINARS, INFORMATION, PROGRAMS AND FUNCTIONS TO EDUCATE AND DISPLAY THE HISTORY AND FOUNDING OF THE LOGGING AND CONSTRUCTION INDUSTRIES.

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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 $305,432

Program Service Revenue $0

Investment Income $10,362

Other Revenue $0

TOTAL REVENUE $315,794

Expense Breakdown

Grants Paid $118,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $325,555

Other Expenses $212,570

TOTAL EXPENSES $330,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$315,794	$423,731	-0.3%
Expenses	$330,570	$300,706	+0.1%
Net Income	$-14,776	$123,025	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE WIARD	PRESIDENT	N/A	Officer Director	$0	$0	$0
DON BEATY	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
CHRISTY SPEAKER	SECRETARY	N/A	Officer Director	$0	$0	$0
KATHIE MUSE	CFO	N/A	Officer Director	$0	$0	$0
ZANE PETERSON	DIRECTOR	N/A	Director	$0	$0	$0
JERRY EVANS	DIRECTOR	N/A	Director	$0	$0	$0
BRYAN TAYLOR	DIRECTOR	N/A	Director	$0	$0	$0
TED JAMES	DIRECTOR	N/A	Director	$0	$0	$0
DELBERT GANNON	DIRECTOR	N/A	Director	$0	$0	$0

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	$315,794	$330,570	$571,428	$-14,776
2023	$423,731	$300,706	$586,204	$123,025
2022	$596,125	$227,724	$463,179	$368,401
2021	$226,255	$350,787	$94,778	$-124,532

SIERRA-CASCADE EDUCATION & RESOURCE FUND INC