SIERRA OAKS SENIOR CITIZENS ASSOCIATION (EIN 770126851) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Tax Period

2021-07-01 to 2022-06-30

SIERRA OAKS SENIOR CITIZENS ASSOCIATION, founded in 1987, is a micro nonprofit in the Human Services sector that reported $32K in total revenue in fiscal year 2021. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $9K, a strong 28% operating margin.

Mission

SUPPORT SERVICES TO THE ELDERLY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $13,419

Program Service Revenue $11,451

Investment Income $8

Other Revenue $7,354

TOTAL REVENUE $32,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,774

Other Expenses $23,222

TOTAL EXPENSES $23,222

Year-over-Year Comparison

	2021	2020	Change
Revenue	$32,232	$28,299	+0.1%
Expenses	$23,222	$11,218	+1.1%
Net Income	$9,010	$17,081	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
CRIS LOYD	DIRECTOR	5.00	Director	$0	$0	$0
MARY G MARSHALL	DIRECTOR	5.00	Director	$0	$0	$0
RUTH LONG	DIRECTOR	5.00	Director	$0	$0	$0
KIM CORNWELL	DIRECTOR	5.00	Director	$0	$0	$0
PATRICIA GALLEGOS	PRESIDENT	10.00	Officer Director	$0	$0	$0
CHARLIE VAUGHN	VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
SHERRI FOSSE	SECRETARY	7.00	Officer 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
2022	$32,232	$23,222	$70,149	$9,010
2021	$28,299	$11,218	$61,695	$17,081
2020	$35,734	$35,556	$44,614	$178
2019	$52,089	$47,779	$44,036	$4,310
2018	$44,940	$49,772	$38,622	$-4,832

SIERRA OAKS SENIOR CITIZENS ASSOCIATION