SIERRA FOREVER FAMILIES (EIN 680002878) - 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

1983

Legal Domicile

Principal Officer

JENNIFER JACOBSEN

Phone

9163685114

Tax Period

2018-07-01 to 2019-06-30

SIERRA FOREVER FAMILIES, founded in 1983, is a community nonprofit that reported $6.7M in total revenue in fiscal year 2018. Revenue decreased 7% compared to the prior year. Expenses of $6.4M left a modest 3% surplus.

Mission

WE TRANSFORM THE LIVES OF CHILDREN IN FOSTER CARE BY BUILDING AND NURTURING PERMANENT FAMILES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $744,390

Program Service Revenue $5,648,036

Investment Income $256,392

Other Revenue $13,217

TOTAL REVENUE $6,662,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,938,881

Fundraising Expenses $246,713

Program Expenses $5,359,181

Other Expenses $2,505,702

TOTAL EXPENSES $6,444,583

Year-over-Year Comparison

	2018	2017	Change
Revenue	$6,662,035	$7,178,918	-0.1%
Expenses	$6,444,583	$7,051,374	-0.1%
Net Income	$217,452	$127,544	+0.7%

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

100

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

$196,833

Total Directors

$196,833

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM ELDRIDGE	PRESIDENT PAST	2.50	Officer Director	$0	$0	$0
ROBERT BOB EARL	PRESIDENT	2.50	Officer Director	$0	$0	$0
PAT BRADY	DIRECTOR	2.00	Officer Director	$0	$0	$0
MARGARET MAGGIE BRYAN	DIRECTOR	2.00	Director	$0	$0	$0
DEE HARTZOG	DIRECTOR	2.00	Director	$0	$0	$0
JACK PADDON	DIRECTOR	2.00	Director	$0	$0	$0
DEBRA PANATTONI	SECRETARY	2.50	Director	$0	$0	$0
TERRY RISSE	DIRECTOR	2.00	Director	$0	$0	$0
LYNN THULL	INTERIM CHIEF EXECUTIVE OFFICER	21.00	Officer Director	$127,800	$0	$127,800
ROBERT BOB HERNE	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$55,334	$13,699	$69,033
DOUGLAS AGUIAR	DIRECTOR	2.00	Director	$0	$0	$0
NADIA MELZER	DIRECTOR	2.00	Director	$0	$0	$0
ANTHONY OGBEIDE	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS RAYMOND	DIRECTOR	2.00	Director	$0	$0	$0
WINNIE WARD	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
2019	$6,662,035	$6,444,583	$8,377,568	$217,452
2018	$7,178,918	$7,051,374	$8,174,919	$127,544

SIERRA FOREVER FAMILIES