SIERRA CHARTER SCHOOL (EIN 770499339) - 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

SHERRY IIDA

Phone

5594904290

Tax Period

2024-07-01 to 2025-06-30

SIERRA CHARTER SCHOOL, founded in 1998, is a community nonprofit in the Education sector that reported $6.4M in total revenue in fiscal year 2024.

Mission

EDUCATION OF STUDENTS GRADES K-12

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,353,822

Program Service Revenue $889

Investment Income $3,842

Other Revenue $0

TOTAL REVENUE $6,358,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,107,372

Fundraising Expenses $0

Program Expenses $5,072,489

Other Expenses $1,564,263

TOTAL EXPENSES $6,671,635

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,358,553	$6,620,167	0.0%
Expenses	$6,671,635	$6,430,003	+0.0%
Net Income	$-313,082	$190,164	-2.6%

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

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

$274,604

Total Directors

$40,003

Key Employees

$234,457

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANN EVANS	DIRECTOR	10.00	Director	$0	$0	$0
LUPE GARCIA DELGADO	DIRECTOR	10.00	Director	$0	$0	$0
KAREN KOURAFAS	DIRECTOR	10.00	Director	$0	$0	$0
LISA MARASCO CEO	BOARD MEMBER, CHAIRMAN	20.00	Officer Director	$40,003	$0	$40,003
SHERRY IIDA CFO	BUSINESS DIRECTOR/SECRETARY	40.00	Officer	$181,516	$53,085	$234,601
DWAYNE STEWART	CIO/TECHNOLOGY DIRECTOR	40.00	Key Emp	$181,516	$52,941	$234,457
LORI JONES	SPED PROGRAM SPECIALIST	40.00	Highest	$102,432	$31,199	$133,631
ARMANDO MONTERO	PRINCIPAL	40.00	Highest	$126,905	$49,149	$176,054

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	$6,358,553	$6,671,635	$5,082,529	$-313,082
2024	$6,620,167	$6,430,003	$5,940,396	$190,164
2023	$6,806,221	$6,271,865	$5,283,377	$534,356
2022	$5,550,879	$5,443,998	$4,152,916	$106,881
2021	$6,060,751	$6,000,622	$3,307,009	$60,129
2020	$5,828,096	$5,556,560	$3,232,039	$271,536
2019	$5,603,687	$5,393,221	$2,986,952	$210,466
2018	$5,103,788	$5,044,313	$2,732,805	$59,475

SIERRA CHARTER SCHOOL