Sierra Academy of Expeditionary Learning (EIN 454921985) - 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

2012

Legal Domicile

Principal Officer

RICHARD YOUNG

Phone

5302682200

Tax Period

2023-07-01 to 2024-06-30

Sierra Academy of Expeditionary Learning, founded in 2012, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $3.2M left a modest 4% surplus.

Mission

The mission of Sierra Academy of Expeditionary Learning is to inspire students to achieve high standards, create quality work, develop quality character, and embrace lifelong learning and service through Expeditionary Learning.

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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 $3,308,901

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,308,901

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,867,106

Fundraising Expenses $0

Program Expenses $2,502,468

Other Expenses $1,322,737

TOTAL EXPENSES $3,189,843

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,308,901	$2,926,599	+0.1%
Expenses	$3,189,843	$2,794,640	+0.1%
Net Income	$119,058	$131,959	-0.1%

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

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

$150,483

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD YOUNG	Executive Dir.	40.00	Officer	$126,350	$24,133	$150,483
JOEL SWIFT	Chairman	5.00	Officer Director	$0	$0	$0
ANDRES AMADOR	Director	5.00	Director	$0	$0	$0
MICHELLE MCCAY-MORAN	Director	5.00	Director	$0	$0	$0
ANDREW PRAKASH	Director	5.00	Director	$0	$0	$0
EMMA OLADSSON-GOLDBERG	Director	5.00	Director	$0	$0	$0
TIM REID	Director	5.00	Director	$0	$0	$0
TIM REID	Director	5.00	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	No data	No data	No data	No data
2024	$3,308,901	$3,189,843	$1,627,335	$119,058
2023	$2,926,599	$2,794,640	$1,647,911	$131,959
2022	$2,744,170	$2,717,553	$604,740	$26,617
2021	$2,291,723	$2,165,849	$682,987	$125,874
2020	$2,124,709	$2,033,916	$564,860	$90,793
2019	$2,085,591	$2,189,459	$339,031	$-103,868
2018	$1,911,765	$1,868,707	$380,728	$43,058

Sierra Academy of Expeditionary Learning