SISKIYOU INITIATIVE (EIN 820540335) - 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

2002

Legal Domicile

Principal Officer

ALICIA WELDER

Phone

5414828223

Tax Period

2025-01-01 to 2025-12-31

SISKIYOU INITIATIVE, founded in 2002, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $2.2M left a modest 6% surplus.

Mission

TO PROVIDE WALDORF BASED EDUCATION LOCALLY

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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 (2025)

Revenue Breakdown

Contributions & Grants $235,040

Program Service Revenue $1,963,746

Investment Income $20,343

Other Revenue $92,136

TOTAL REVENUE $2,311,265

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,733,587

Fundraising Expenses $101,039

Program Expenses $1,959,907

Other Expenses $434,725

TOTAL EXPENSES $2,168,312

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,311,265	$1,960,851	+0.2%
Expenses	$2,168,312	$2,128,196	+0.0%
Net Income	$142,953	$-167,345	-1.9%

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

$97,427

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIN ROHLFING	TREASURER	3.00	Officer Director	$0	$0	$0
ALICIA WELDER	PRESIDENT	3.00	Officer Director	$0	$0	$0
KATE LEVIN	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MELISSA MARKS-LADD	BOARD MEMBER	1.00	Director	$0	$0	$0
DEVIN HUSEBY	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTIE CHANG	BOARD MEMBER	1.00	Director	$0	$0	$0
ERICA WRAY	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN ISSER	SECRETARY	3.00	Officer Director	$0	$0	$0
HENRY WHITRIDGE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE HOLDEN	SCHOOL ADMINISTRATOR	40.00	Officer	$97,427	$0	$97,427

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	$2,311,265	$2,168,312	$3,261,635	$142,953
2024	No data	No data	No data	No data
2023	$1,994,137	$2,056,276	$3,287,567	$-62,139
2022	$2,085,778	$2,048,789	$3,361,852	$36,989
2021	$2,199,616	$1,911,045	$3,341,854	$288,571
2020	$1,458,143	$1,632,493	$3,291,583	$-174,350
2019	$2,009,724	$1,839,727	$3,148,421	$169,997
2018	$1,824,751	$1,741,652	$2,848,038	$83,099

SISKIYOU INITIATIVE