Sequoia Riverlands Trust (EIN 770347417) - 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

1993

Legal Domicile

Principal Officer

Logan Robertson

Phone

5597380211

Tax Period

2023-01-01 to 2023-12-31

Sequoia Riverlands Trust, founded in 1993, is a community nonprofit in the Environment sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $2.7M exceeded revenue, resulting in a 56% operating deficit.

Mission

SRT engages landowners, farmers, conservationists, business partners, and governmental agencies in the counties of Tulare, Fresno, Kern and Kings to collaborate on land conservation throughout California's South Central Valley heartland.

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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 $701,481

Program Service Revenue $320,596

Investment Income $706,839

Other Revenue $15,945

TOTAL REVENUE $1,744,861

Expense Breakdown

Grants Paid $20,874

Salaries & Benefits $1,704,828

Fundraising Expenses $407,312

Program Expenses $1,450,057

Other Expenses $991,202

TOTAL EXPENSES $2,716,904

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,744,861	$2,576,000	-0.3%
Expenses	$2,716,904	$2,496,207	+0.1%
Net Income	$-972,043	$79,793	-13.2%

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

511

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

$220,938

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Logan Robertson	Executive Dir.	40.00	Officer	$106,099	$19,730	$125,829
Judith Pohlman	Finance Dir.	40.00	Officer	$77,422	$17,687	$95,109
Dennis Tristao	Vice Chair	1.00	Officer Director	$0	$0	$0
Larry Saslaw	Director	1.00	Director	$0	$0	$0
Amy Frame	Director	1.00	Director	$0	$0	$0
Kel Mitchel	Director	1.00	Director	$0	$0	$0
Herb Simmons	Director	1.00	Director	$0	$0	$0
Miguel Ramirez	Director	1.00	Director	$0	$0	$0
Roderick Meade	Director	1.00	Director	$0	$0	$0
Sarah Rutherford	Director	1.00	Director	$0	$0	$0
Mike Olmos	Treasurer	1.00	Officer Director	$0	$0	$0
Brian Grant	Chair	1.00	Officer Director	$0	$0	$0
Mark Larsen	Secretary	1.00	Officer Director	$0	$0	$0
Scott Spear	Director	1.00	Director	$0	$0	$0
Stacie Ann Silva	Director	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	$1,744,861	$2,716,904	$41,173,701	$-972,043
2022	$2,576,000	$2,496,207	$38,510,470	$79,793
2021	$3,443,493	$2,334,515	$44,298,062	$1,108,978
2020	$3,060,117	$2,182,704	$41,389,685	$877,413
2019	$9,505,083	$8,785,822	$37,608,913	$719,261
2018	$14,340,462	$2,421,186	$34,901,812	$11,919,276

Sequoia Riverlands Trust