SIERRA MADRE COMMUNITY FOUNDATION (EIN 451489623) - 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

2010

Legal Domicile

Principal Officer

GREG HARMAN

Phone

6263724275

Tax Period

2023-01-01 to 2023-12-31

SIERRA MADRE COMMUNITY FOUNDATION, founded in 2010, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $167K in total revenue in fiscal year 2023. Expenses of $234K exceeded revenue, resulting in a 40% operating deficit.

Mission

THE GOAL OF THE SIERRA MADRE COMMUNITY FOUNDATION (SMCF) IS TO ENCOURAGE SUPPORT OF THE SIERRA MADRE COMMUNITY THROUGH PHILANTHROPIC GIFTS. BY PARTNERING WITH INDIVIDUALS, FAMILIES, BUSINESSES AND ORGANIZATIONS TO HELP MEET THEIR CHARITABLE GIVING OBJECTIVES, GIFTS TO SMCF CAN HAVE A LASTING IMPACT ON SIERRA MADRE AS A COMMUNITY, ENRICHING THE QUALITY OF LIFE AND PRESERVING SIERRA MADRE AS A STRONG AND VIBRANT PLACE TO LIVE AND WORK.

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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 $166,165

Program Service Revenue $0

Investment Income $658

Other Revenue $0

TOTAL REVENUE $166,823

Expense Breakdown

Grants Paid $214,899

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $228,138

Other Expenses $18,681

TOTAL EXPENSES $233,580

Year-over-Year Comparison

	2023	2022	Change
Revenue	$166,823	N/A	N/A
Expenses	$233,580	N/A	N/A
Net Income	$-66,757	$0	N/A

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
MILES PRINCE	CO-CHAIR	4.00	Officer Director	$0	$0	$0
VICKY RYAN	CO-CHAIR	4.00	Officer Director	$0	$0	$0
GREG HARMAN	TREASURER	4.00	Officer Director	$0	$0	$0
LAURA PALMER	SECRETARY	4.00	Officer Director	$0	$0	$0
KELLI ARTINIAN	DIRECTOR	2.00	Director	$0	$0	$0
STEVE BOYLE	DIRECTOR	2.00	Director	$0	$0	$0
JEFF DAPPER	DIRECTOR	2.00	Director	$0	$0	$0
DR ALLISON EVANS	DIRECTOR	2.00	Director	$0	$0	$0
LAURA HIRSH	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE LOPEZ	DIRECTOR	2.00	Director	$0	$0	$0
FRANK MOORE	DIRECTOR	2.00	Director	$0	$0	$0
IVAN PARRY	DIRECTOR	2.00	Director	$0	$0	$0
KURT RICHTER	DIRECTOR	2.00	Director	$0	$0	$0
KIM RODRIGUEZ	DIRECTOR	2.00	Director	$0	$0	$0
SUE SPEARS	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER YOUNG	DIRECTOR	2.00	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
2023	$166,823	$233,580	$321,573	$-66,757

SIERRA MADRE COMMUNITY FOUNDATION