The Sierra Fund

EIN: 680485725 501(c)(3) Environment

Nevada City, CA

Total Revenue
$1,534,171
Total Expenses
$1,428,129
Total Assets
$610,721
Net Assets
$258,077
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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
2001
Legal Domicile
CA
Principal Officer
Brian Wallace
Phone
5302658454
Tax Period
2023-01-01 to 2023-12-31

The Sierra Fund, founded in 2001, is a community nonprofit in the Environment sector that reported $1.5M in total revenue in fiscal year 2023. Revenue surged 94% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 7% surplus.

Mission

The Sierra Fund mission is to restore ecosystem and community resiliency in the Sierra Nevada. We rely on the principles of science, stewardship, environmental justice, and policy advocacy to promote headwater resiliency for the environment and communities impacted by the California Gold Rush. We identify, articulate, assess and implement ways to address these lasting impacts as demonstrated in the body of work that we have developed since our founding in 2001.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,488,098
Program Service Revenue $41,097
Investment Income $2,311
Other Revenue $2,665
TOTAL REVENUE $1,534,171

Expense Breakdown

Grants Paid $0
Salaries & Benefits $745,673
Fundraising Expenses $72,620
Program Expenses $1,200,112
Other Expenses $680,456
TOTAL EXPENSES $1,428,129

Year-over-Year Comparison

2023 2022 Change
Revenue $1,534,171 $790,823 +0.9%
Expenses $1,428,129 $940,501 +0.5%
Net Income $106,042 $-149,678 -1.7%
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

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Governance

Voting Members
7
Independent Members
7
Employees
8
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
4
$123,551
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Carrie Monohan Program Dir. 40.00
$129,150 $0 $129,150
Joan Clayburgh Executive Dir. 40.00
Officer
$123,551 $0 $123,551
Robert Meacher Board Chair 1.00
Officer Director
$0 $0 $0
Alison Harvey Secretary/Treas 1.00
Officer Director
$0 $0 $0
Coleen Shade Board Member 1.00
Director
$0 $0 $0
Nils Moe Board Member 1.00
Director
$0 $0 $0
Tim Seward Board Member 1.00
Director
$0 $0 $0
Martha Davis Vice Chair 1.00
Officer Director
$0 $0 $0
Brian Wallace Board Member 1.00
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
2024 No data No data No data No data
2023 $1,534,171 $1,428,129 $610,721 $106,042
2022 $790,823 $940,501 $491,472 $-149,678
2021 $1,012,456 $944,422 $777,146 $68,034
2020 $1,122,679 $930,144 $577,553 $192,535
2019 $1,065,545 $1,138,054 $528,266 $-72,509
2018 $1,299,402 $1,320,720 $798,778 $-21,318
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