SIERRA SENIOR SERVICES DBA MEALS ON WHEELS TAHOE (EIN 680484075) - 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

2002

Legal Domicile

Principal Officer

SHARON I ROMACK

Phone

5305507600

Tax Period

2023-07-01 to 2024-06-30

SIERRA SENIOR SERVICES DBA MEALS ON WHEELS TAHOE, founded in 2002, is a small nonprofit in the Human Services sector that reported $864K in total revenue in fiscal year 2023. The organization ran a surplus of $134K, a strong 15% operating margin.

Mission

TO DELIVER NUTRITIOUS MEALS TO OLDER ADULTS FACING FOOD INSECURITY THAT REDUCES ISOLATION AND ENABLES THEM TO CONTINUE LIVING INDEPENDENTLY FOR AS LONG AS SAFELY POSSIBLE.

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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 $836,947

Program Service Revenue $0

Investment Income $26,935

Other Revenue $0

TOTAL REVENUE $863,882

Expense Breakdown

Grants Paid $0

Salaries & Benefits $370,817

Fundraising Expenses $13,490

Program Expenses $643,837

Other Expenses $359,356

TOTAL EXPENSES $730,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$863,882	$805,256	+0.1%
Expenses	$730,173	$670,039	+0.1%
Net Income	$133,709	$135,217	0.0%

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

130

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

$74,978

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TROY ORTIZ	DIRECTOR	1.00	Director	$0	$0	$0
JIM DYKSTRA	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN STROUD	DIRECTOR	1.00	Director	$0	$0	$0
ALLAN MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
PAIGE DERDOWSKI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAN BRISCOE	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY JONES	DIRECTOR	1.00	Director	$0	$0	$0
JEFF THORNTON	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHARON ROMACK	EXECUTIVE DIRECTOR	40.00	Officer	$74,978	$0	$74,978

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	$863,882	$730,173	$941,187	$133,709
2023	$805,256	$670,039	$847,325	$135,217
2022	$747,511	$634,446	$650,577	$113,065
2021	$752,523	$558,200	$472,825	$194,323
2020	$666,579	$535,739	$300,878	$130,840
2019	$496,768	$468,909	$171,321	$27,859
2018	$440,167	$488,230	$131,087	$-48,063

SIERRA SENIOR SERVICES DBA MEALS ON WHEELS TAHOE