SIERRA HOPE (EIN 770258235) - 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

1987

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

SIERRA HOPE, founded in 1987, is a community nonprofit in the Youth Development sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $231K, a strong 22% operating margin.

Mission

TO PROMOTE INDIVIDUAL DIGNITY AND SUPPORT HEALTH AND WELLBEING FOR AT RISK MEMBERS OF OUR COMMUNITY THROUGH COMPASSIONATE SERVICES AND RESOURCES

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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 $1,000,314

Program Service Revenue $21,387

Investment Income $6,316

Other Revenue $16,890

TOTAL REVENUE $1,044,907

Expense Breakdown

Grants Paid $0

Salaries & Benefits $375,302

Fundraising Expenses $0

Program Expenses $722,993

Other Expenses $438,364

TOTAL EXPENSES $813,666

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,044,907	$761,973	+0.4%
Expenses	$813,666	$754,886	+0.1%
Net Income	$231,241	$7,087	+31.6%

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

300

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
BERTHA UNDERHILL	DIRECTOR	1.00	Director	$0	$0	$0
GINA MILANI	DIRECTOR	1.00	Director	$0	$0	$0
CAROLLYN WOODWALL	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
SUE BROWN	CHAIR	1.00	Officer	$0	$0	$0
ERIC HERNANDEZ	VICE CHAIR	1.00	Officer	$0	$0	$0
MATTHEW GRAHAM	SECRETARY	1.00	Officer	$0	$0	$0
AYESHA WILLIAMSON	EXECUTIVE DIRECTOR	0.00	Key Emp	$0	$0	$0
JERRY CADOTTE	EXECUTIVE DIRECTOR	40.00		$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	$1,044,907	$813,666	$1,116,198	$231,241
2023	$761,973	$754,886	$1,005,576	$7,087
2022	$687,900	$708,607	$1,000,973	$-20,707
2021	$694,671	$673,943	$1,016,154	$20,728
2020	$898,580	$769,798	$899,071	$128,782
2019	$998,461	$489,962	$743,934	$508,499
2018	$517,369	$467,842	$245,564	$49,527

SIERRA HOPE