SOUTHERN SIERRA RESEARCH STATION (EIN 770536154) - 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

2000

Legal Domicile

Principal Officer

WENDY WALWYN

Phone

7603783345

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN SIERRA RESEARCH STATION, founded in 2000, is a small nonprofit in the Environment sector that reported $505K in total revenue in fiscal year 2024. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $766K exceeded revenue, resulting in a 52% operating deficit.

Mission

THE SOUTHERN SIERRA RESEARCH STATION (SSRS) IS A NON-PROFIT ORGANIZATION (CONTINUED ON SCH. O) THAT AIMS TO UNDERSTAND THE BIOLOGICAL PROCESSES THAT CONTROL POPULATION SIZES AND SPECIES DIVERSITY.

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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 $472

Program Service Revenue $491,800

Investment Income $12,689

Other Revenue $0

TOTAL REVENUE $504,961

Expense Breakdown

Grants Paid $0

Salaries & Benefits $507,417

Fundraising Expenses $0

Program Expenses $556,488

Other Expenses $258,216

TOTAL EXPENSES $765,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$504,961	$736,235	-0.3%
Expenses	$765,633	$843,608	-0.1%
Net Income	$-260,672	$-107,373	+1.4%

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

N/A

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
REED TOLLEFSON	DIRECTOR, SECRETARY	1.00	Officer Director	$0	$0	$0
MELANIE BRANSON	DIRECTOR, TREASURER	1.00	Officer Director	$0	$0	$0
BOB BARNES	DIRECTOR, PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS SPURGEON	DIRECTOR	1.00	Director	$0	$0	$0
MARY WHITFIELD	RESEARCH DIRECTOR	40.00		$82,795	$0	$82,795
KATHARINE BATDORF	FORMER CHIEF OPERATING OFFICER	25.00		$11,869	$0	$11,869

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	$504,961	$765,633	$277,348	$-260,672
2023	$736,235	$843,608	$529,510	$-107,373
2022	$1,328,157	$1,378,350	$637,906	$-50,193
2021	$903,730	$886,985	$683,720	$16,745
2020	$757,623	$646,463	$652,257	$111,160
2019	$770,583	$678,216	$530,717	$92,367
2018	$586,865	$602,929	$441,336	$-16,064

SOUTHERN SIERRA RESEARCH STATION