SIERRA MADRE ACADEMY INC DBA SAINT JOSEPH ACADEMY (EIN 330643364) - 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

1995

Legal Domicile

Principal Officer

ANTHONY BIESE

Phone

7603058505

Tax Period

2024-07-01 to 2025-06-30

SIERRA MADRE ACADEMY INC DBA SAINT JOSEPH ACADEMY, founded in 1995, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $3.5M left a modest 9% surplus.

Mission

SCHOOL FOR TRANSITIONAL KINDERGARTEN THROUGH GRADE 12.

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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 (2024)

Revenue Breakdown

Contributions & Grants $171,588

Program Service Revenue $3,344,615

Investment Income $112,937

Other Revenue $159,128

TOTAL REVENUE $3,788,268

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,764,549

Fundraising Expenses $138,393

Program Expenses $1,972,156

Other Expenses $1,695,372

TOTAL EXPENSES $3,459,921

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,788,268	$3,301,882	+0.1%
Expenses	$3,459,921	$3,417,238	+0.0%
Net Income	$328,347	$-115,356	-3.8%

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

Volunteers

230

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

$195,049

Total Directors

$195,049

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEACON FRANK MERCADANTE	CHAIRMAN	1.00	Officer Director	$0	$0	$0
BARBARA DE LA TORRE	SECRETARY	40.00	Officer Director	$68,294	$0	$68,294
PAULA BROCK	TREASURER	1.00	Officer Director	$0	$0	$0
JOSEPH LISIECKI III	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MASNICA	BOARD MEMBER	1.00	Director	$0	$0	$0
AMY CLOW	BOARD MEMBER	2.00	Director	$0	$0	$0
BUSHRA JONNA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANTHONY BIESE	PRESIDENT	40.00	Officer Director	$126,755	$0	$126,755
CHRISTOPHER CHECK	BOARD MEMBER	1.00	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	$3,788,268	$3,459,921	$5,059,241	$328,347
2024	$3,301,882	$3,417,238	$4,816,229	$-115,356
2023	$3,048,636	$3,379,299	$5,062,927	$-330,663
2022	$3,611,634	$3,287,387	$5,497,781	$324,247
2021	$2,646,948	$2,658,071	$5,405,082	$-11,123
2019	$1,985,055	$1,885,760	$5,226,654	$99,295

SIERRA MADRE ACADEMY INC DBA SAINT JOSEPH ACADEMY