SIERRA WINDS CHARITABLE FOUNDATION

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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

PAT SANDS

Phone

6239720212

Tax Period

2024-11-01 to 2025-10-31

SIERRA WINDS CHARITABLE FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $149K in total revenue in fiscal year 2024. Expenses of $134K left a modest 10% surplus.

Mission

SOLICITS DONATIONS FOR THE SUPPORT AND BENEFIT OF RESIDENTS OF SIERRA WINDS LIFE CARE COMMUNITY OWNED AND OPERATED BY ARIZONA RETIREMENT CENTERS, INC.

Program Service Accomplishments

Program 1

Expenses: $117,446

DURING THE FISCAL YEAR, WE PROVIDED 86,362 IN FINANCIAL ASSISTANCE TO RESIDENTS. WE ALSO PAID FOR DIRECT PROJECT COSTS, WHICH TOTALED 25,349 FOR GA PROJECTS AND 5,175 FOR APPROVED PROJECTS.

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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 $88,457

Program Service Revenue $0

Investment Income $51,046

Other Revenue $9,416

TOTAL REVENUE $148,919

Expense Breakdown

Grants Paid $116,886

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $117,446

Other Expenses $16,758

TOTAL EXPENSES $133,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$148,919	$142,759	+0.0%
Expenses	$133,644	$152,088	-0.1%
Net Income	$15,275	$-9,329	-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

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
PAT SANDS	PRESIDENT	004.00	Officer Director	$0	$0	$0
SUSAN BRADFORD	SECRETARY	004.00	Officer Director	$0	$0	$0
GEORGE DILLARD	TREASURER FROM 09/17/25	004.00	Officer Director	$0	$0	$0
NEIL TERRY	ARCI PRESIDENT	002.00	Officer Director	$0	$0	$0
GENE YANSSENS	DIRECTOR	002.00	Director	$0	$0	$0
KAY JOHNSON	DIRECTOR	002.00	Director	$0	$0	$0
PAT BEARDEN	DIRECTOR FROM 02/18/25	002.00	Director	$0	$0	$0
STAN HUGHES	DIRECTOR FROM 02/18/25	002.00	Director	$0	$0	$0
JENNA MEYER	EXECUTIVE DIRECTOR	008.00	Director	$0	$0	$0
ROBERT ROMEK	TREASURER UNTIL 11/23/25	004.00	Director	$0	$0	$0
CAROL McELROY	DIRECTOR UNTIL 10/31/25	002.00	Director	$0	$0	$0
PAULETTE CHRISTIAN	DIRECTOR UNTIL 09/17/25	002.00	Director	$0	$0	$0
WANDA PERDUE	DIRECTOR UNTIL10/31/25	002.00	Director	$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
2025	$148,919	$133,644	$1,258,683	$15,275
2024	$142,980	$152,302	$1,258,860	$-9,322
2023	$68,332	$158,164	$1,215,995	$-89,832
2022	$64,450	$86,658	$1,302,896	$-22,208
2021	$122,459	$114,503	$1,537,040	$7,956
2020	$159,776	$122,277	$1,332,304	$37,499
2019	$143,274	$291,515	$1,415,365	$-148,241
2018	$283,882	$143,803	$1,554,123	$140,079