SIERRA JOINT OFFICE ON AGING INC (EIN 850254134) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

CRYSTAL WALTON

Phone

5758946641

Tax Period

2023-07-01 to 2024-06-30

SIERRA JOINT OFFICE ON AGING INC, founded in 1980, is a community nonprofit in the Food, Agriculture & Nutrition sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 3% surplus.

Mission

RTO PROMOTE THE GENERAL WELFARE OF OLDER CITIZENS OF SIERRA COUNTY, TRUTH OR CONSEQUENCES AND SIERRA JOINT OFFICE ON AGING BY PROVIDING A WIDE RANGE OF SERVICES TO SENIORS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,316,586

Program Service Revenue $47,773

Investment Income $5,439

Other Revenue $28,086

TOTAL REVENUE $1,397,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $855,916

Fundraising Expenses $0

Program Expenses $1,112,612

Other Expenses $497,388

TOTAL EXPENSES $1,353,304

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,397,884	$1,148,285	+0.2%
Expenses	$1,353,304	$1,136,965	+0.2%
Net Income	$44,580	$11,320	+2.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$57,556

Total Directors

$57,556

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTIE WILSON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JULIET SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
ED ROMERO	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA PLITTERIS	DIRECTOR	1.00	Director	$0	$0	$0
CATHY LUENENBORG	DIRECTOR	1.00	Director	$0	$0	$0
KELL TOOK	DIRECTOR	1.00	Director	$0	$0	$0
PAUL JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL WALTON	EXECUTIVE DIRECTOR	40.00	Officer Director	$56,612	$944	$57,556

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	No data	No data	No data	No data
2024	$1,397,884	$1,353,304	$1,040,078	$44,580
2018	$853,593	$756,860	$406,088	$96,733

SIERRA JOINT OFFICE ON AGING INC