SIERRA NEVADA ACADEMY CHARTER SCHOOL (EIN 371867343) - 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

2017

Legal Domicile

Principal Officer

DR KIMBERLY REGAN

Phone

7756774500

Tax Period

2023-07-01 to 2024-06-30

SIERRA NEVADA ACADEMY CHARTER SCHOOL, founded in 2017, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $4.5M left a modest 3% surplus.

Mission

TO PROVIDE A QUALITY EDUCATION TO CHILDREN FROM KINDERGARTEN THROUGH 12TH GRADE.

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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 $1,576,621

Program Service Revenue $3,099,538

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,676,159

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,283,987

Fundraising Expenses $0

Program Expenses $3,869,918

Other Expenses $2,236,262

TOTAL EXPENSES $4,520,249

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,676,159	$3,634,755	+0.3%
Expenses	$4,520,249	$4,590,353	0.0%
Net Income	$155,910	$-955,598	-1.2%

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

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

$350,663

Total Directors

$350,663

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR KIMBERLY REGAN	EXECUTIVE DIRECTOR	40.00	Officer Director	$260,919	$89,744	$350,663
MELINDA WHITNEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN SHEESLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
JON WILSON	DIRECTOR	1.00	Director	$0	$0	$0
MARIA ROGERS	PRESIDENT	1.00	Officer 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	$4,676,159	$4,520,249	$12,469,189	$155,910
2023	$3,634,755	$4,590,353	$12,678,911	$-955,598
2022	$3,782,301	$3,335,955	$14,600,013	$446,346
2021	$3,236,298	$3,251,694	$1,896,582	$-15,396
2020	$3,540,430	$3,579,306	$4,455,446	$-38,876
2019	$3,312,662	$3,359,264	$3,917,631	$-46,602

SIERRA NEVADA ACADEMY CHARTER SCHOOL