SIERRA HIGH SCHOOL SCHOLARSHIP FOUNDATION (EIN 770486994) - 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

1998

Legal Domicile

Principal Officer

LEIGH ANN A DAVIS

Tax Period

2022-01-01 to 2022-12-31

SIERRA HIGH SCHOOL SCHOLARSHIP FOUNDATION, founded in 1998, is a micro nonprofit in the Education sector that reported $20K in total revenue in fiscal year 2022. The organization ran a surplus of $3K, a strong 16% operating margin.

Mission

TO COLLECT AND RECEIVE CHARITABLE FUNDS AND BEQUESTS AND TO PRUDENTLY INVEST MANAGE, AND REDISTRIBUTE FUNDS AS EDUCATIONAL SCHOLARSHIPS. THESE SCHOLARSHIPS ARE AWARDED TO GRADUATING SENIORS OF SIERRA HIGH SCHOOL, TOLLHOUSE, CA.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,015

Program Service Revenue $0

Investment Income $15,739

Other Revenue $0

TOTAL REVENUE $19,754

Expense Breakdown

Grants Paid $14,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,434

Other Expenses $2,083

TOTAL EXPENSES $16,583

Year-over-Year Comparison

	2022	2021	Change
Revenue	$19,754	$18,616	+0.1%
Expenses	$16,583	$16,583	N/A
Net Income	$3,171	$2,033	+0.6%

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

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
ANDREA FRANKLIN	SECRETARY	1.00	Officer	$0	$0	$0
LEIGH ANN A DAVIS	PRESIDENT	1.00	Officer	$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	$19,754	$16,583	$182,710	$3,171
2021	$32,173	$16,254	$195,120	$15,919
2020	$15,909	$13,969	$188,808	$1,940
2019	$12,448	$12,924	$187,836	$-476
2018	$15,597	$16,298	$188,313	$-701

SIERRA HIGH SCHOOL SCHOLARSHIP FOUNDATION